setup_master_data

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setup_master_data [2026/04/25 06:06] – chillhubadminsetup_master_data [2026/10/02 06:38] (current) – chillhubadmin
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   * [[setup_master_data#create_on_demand|Create on Demand]]   * [[setup_master_data#create_on_demand|Create on Demand]]
   * [[setup_master_data#uom_conversion|UOM Conversion]]   * [[setup_master_data#uom_conversion|UOM Conversion]]
-\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}+\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box}}
 === Overview === === Overview ===
   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)
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   * **Product Type**: Defines the category or classification of a product based on shared characteristics or use cases. (e.g. Wall Mounted, Cassette)   * **Product Type**: Defines the category or classification of a product based on shared characteristics or use cases. (e.g. Wall Mounted, Cassette)
     * Categorizes and define **Products**     * Categorizes and define **Products**
-    * Can be added to **Quotations**, **Sales Orders**, and **Invoices**, particularly when specific products are unknown or not tracked in the system.+    * Can be added to **Quotations**, **Sales Orders**, **Invoices** and **Purchase Orders**, particularly when specific products are unknown or not tracked in the system.
       * e.g. For a repair service, the Product Type "Cassette" can be added to the invoice to indicate the category of the equipment serviced, even if the specific model isn’t tracked in the system.       * e.g. For a repair service, the Product Type "Cassette" can be added to the invoice to indicate the category of the equipment serviced, even if the specific model isn’t tracked in the system.
   * **Product**: Represents specific goods, items and parts offered by the organization, identified by unique product codes/model number.   * **Product**: Represents specific goods, items and parts offered by the organization, identified by unique product codes/model number.
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     * **Selling prices** can be defined for each product, ensuring consistent pricing across all documents     * **Selling prices** can be defined for each product, ensuring consistent pricing across all documents
   * **Service**: Refers to additional charges or non-physical offerings that your company provides. (e.g. Overhaul, Wheel Alignment)   * **Service**: Refers to additional charges or non-physical offerings that your company provides. (e.g. Overhaul, Wheel Alignment)
-    * Can be added to **Quotations**, **Sales Orders**, **Invoices**+    * Can be added to **Quotations**, **Sales Orders**, **Invoices**, and **Purchase Orders**
     * **Prices** for each service can be defined     * **Prices** for each service can be defined
   * **Task**: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair)   * **Task**: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair)
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 === Manage Master Data === === Manage Master Data ===
-  * Expand the Master Data menu \\ {{:masterdata:masterdata_1.jpg?200|}} +  * Expand the Master Data menu \\ {{gallery>:masterdata:masterdata_1.jpg?200x0&crop=off&0}} 
-  * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?500|}} +  * Select the desired menu you wish to open \\ {{gallery>:masterdata:masterdata_3.jpg?200x0&crop=off&0}} {{gallery>:masterdata:masterdata_2.jpg?500x0&crop=off&0}} 
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filters:   * Additional Filters:
     * **Industry**: Use the Industry dropdown to filter master data by industry     * **Industry**: Use the Industry dropdown to filter master data by industry
     * **Product Type**: Filter product by product types (only available for **Product**)     * **Product Type**: Filter product by product types (only available for **Product**)
   * Data Table:   * Data Table:
-    * {{mdi>chevron-up?24}}: Expand master data to view more details. (available only in Mobile View) +    * {{mdi>chevron-up}}: Expand master data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify master data details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify master data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete master data (Mobile View: expand row to access)
     * Relevant fields associated with each master data entity     * Relevant fields associated with each master data entity
-\\ {{:masterdata:masterdata_4.jpg?500|}}+\\ {{gallery>:masterdata:masterdata_4.jpg?500x0&crop=off&0}}
   * Create/Edit Form fields include:   * Create/Edit Form fields include:
     * **Name**: The primary unique identifier     * **Name**: The primary unique identifier
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       * Only available in Product       * Only available in Product
     * **Taxable By Default**: Determines whether tax is automatically applied when this product or service is used in transactions     * **Taxable By Default**: Determines whether tax is automatically applied when this product or service is used in transactions
 +      * Available in Product, Product Type, Service 
 +    * **Taxable On Purchase By Default**: Determines whether tax is automatically applied when this product or service is used in purchase transactions (e.g. Purchase Order, Purchase Invoice)
       * Available in Product, Product Type, Service       * Available in Product, Product Type, Service
 +    * **Absorb to Product Cost**: Determines whether this item's amount is absorbed proportionally into the cost of the other product items on the same document, instead of being posted to its own expense account, when converting to a purchase invoice.
 +      * Available in Product Type, Service
 +    * **Default Expense Account**: The expense account this item's cost is posted to by default when converting to a purchase invoice. 
 +      * Only applicable when Absorb to Product Cost is unchecked.
 +      * Available in Product Type, Service
     * **Obsolete**: Mark this item as obsolete to indicate it is no longer offered or used. Obsolete items will be hidden from selection in future transactions but retained for historical records.     * **Obsolete**: Mark this item as obsolete to indicate it is no longer offered or used. Obsolete items will be hidden from selection in future transactions but retained for historical records.
       * Available in all master data (except Industry)       * Available in all master data (except Industry)
  
 === Create On Demand === === Create On Demand ===
-  * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}+  * Master data can be created on demand by selecting the {{mdi>plus}} icon located on the right side of each master data dropdown. \\ {{gallery>:masterdata:masterdata_5.jpg?300x0&crop=off&0}}
   * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks.   * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks.
  
 === UOM Conversion === === UOM Conversion ===
 +\\ //Activate UOM Conversion add-on in the subscription plan to enable the SST feature.// 
   * Expand the Master Data menu   * Expand the Master Data menu
   * Select **UOM Conversion**   * Select **UOM Conversion**
-  \\ {{:masterdata:masterdata_6.jpg?500|}} +  \\ {{gallery>:masterdata:masterdata_6.jpg?500x0&crop=off&0}} 
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Data Table:   * Data Table:
-    * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View) +    * {{mdi>chevron-up}}: Expand row data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify row data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete row data (Mobile View: expand row to access)
     * **Name**: Name of the UOM Conversion     * **Name**: Name of the UOM Conversion
     * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM.     * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM.
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     * **Alternate UOM 3**: Display the name and conversion factor of the third alternate UOM.     * **Alternate UOM 3**: Display the name and conversion factor of the third alternate UOM.
     * **Alternate UOM 4**: Display the name and conversion factor of the fourth alternate UOM.     * **Alternate UOM 4**: Display the name and conversion factor of the fourth alternate UOM.
-\\ {{:masterdata:masterdata_7.jpg?500|}}+\\ {{gallery>:masterdata:masterdata_7.jpg?500x0&crop=off&0}}
   * Create/Edit Form fields include:   * Create/Edit Form fields include:
     * **Name**: The primary unique identifier     * **Name**: The primary unique identifier
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 Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively
 +
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • setup_master_data.1777097185.txt.gz
  • Last modified: 2026/04/25 06:06
  • by chillhubadmin