To make the most of the system, it's essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use.
Overview
Industry: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)
Categorize and define other master data elements
Often used to narrow down the list of Products, Services, and Tasks available
Used as a filter criteria in the Pricing and Inventory pages
Users can access and work with data from any industry, they can only select one default industry to streamline their workflow, which acts as the default filter for initial views
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
Can be added to Quotations, Sales Orders, and Invoices, 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.
Product: Represents specific goods, items and parts offered by the organization, identified by unique product codes/model number.
Can be added to Quotations, Sales Orders, Invoices, and Purchase Orders
Inventory stock levels for each product can be tracked
Shipping, Replenishment, and Adjustment (Internal consumption) processes of the products directly contribute to accurate inventory tracking,
Incoming Deliveries (from suppliers) and Outgoing Deliveries (to customers) of products can be planned
Inventory cost of products can be tracked through Purchase Invoices
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)
Can be added to Quotations, Sales Orders, Invoices
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)