This guidelines will guide you on how to set up Initial Data to Ensure a Smooth Start with Chillhub.
Make sure you have reviewed Master Data Guide to gain a better understanding of the required master data

• Step 1: Identify Industry
• Step 2: User Settings
• Step 3: Master Data Set Up
• Step 4: Set Up Inventory
• Step 5: Set Up Pricing

1. Check for Existing Industries:
   • Search the system to see if your industry is already available.
   • If not found, create a new industry.
2. Decide on Master Data Source:
   • If you do not plan to use the system's ready-to-use global master data, create your own industry.
3. Set Your Default Industry:
   • After creating an industry, a dialog box will appear asking, “Do you want to set '[Your Industry]' as the default industry?” Click Confirm to set default industry.
   • Alternatively, you can:
     • Navigate to the Industry page → Edit the desired industry → Click Set as Default.
     • Go to the User Menu → Profile → Under Company Details, select the Default Industry.

• Make sure you have followed this guide to complete the user settings configuration.

1. Pre-Setup Approach:
   • Set up all required master data before starting to use the system. This ensures everything is ready and organized in advance.
2. On-Demand Approach:
   • Create master data only when needed. For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks
   • Master data can be created on demand by selecting the icon located on the right side of each master data dropdown.

1. Choosing Your Approach:
   • If you prefer the On-Demand Approach, you can skip this step and proceed directly to Step 3.
   • For detailed guidance on setting up master data, refer to the Master Data Setup Guide.

1. Navigate to the Inventory Page: Go to Menu → Inventory → Inventory.
   
2. Click the New button. A dialog will appear, allowing you to create an Inventory Item.
3. Open the Physical Tab
   
4. Select the Industry to populate the Product Selection.
5. Search and select the desired Product
   • If the Product does not exist, click the icon to create it.
6. Input Warehouse Quantities (Physical Quantity):
   • In the warehouse data table, enter the current quantity for each warehouse in the New Qty column.
   • If no warehouse is listed, go to Settings to set them up.
   • If you don't need to track quantities by warehouse, input the total quantity in the “- Unassigned -“ warehouse.
   • The total physical quantity will be displayed under Qty on Hand.
7. Enter a note, such as “Inventory Initial Setup,” in the Remark field.
8. Go to the Accounting Tab
   
9. The Qty to Adjust field should match the Qty On Hand (Physical Quantity) by default.
10. Adjust the Qty to Adjust if discrepancies exist between accounting quantity and physical quantity (e.g., delivered products not yet invoiced)
11. Uncheck Update Inventory Cost checkbox if you don’t want to update the accounting quantity.
12. If the Qty to Adjust is greater than zero, input the cost per unit in the Unit Price field.
13. Click the Save button to save the inventory item.

Refer to this guide to learn how to configure Pricing data.

Your system is now equipped with the settings, necessary master data, inventory quantities, inventory cost details, and pricing information. Enjoy using Chillhub!