Retail POS Item Master
This is the Master screen where the Inventory products are created for transactions. This product master contains all inventory items of the organisation. In this master only user can able to categorise the products, update their details based on different attributes.
Business rules
- There is a menu named item maser under inventory, Go that master to create a items.
- User can the basic details like item name, short name, alias code, Scan EANCODE, Select GST tax %, enter HSN code, price details like cost rate, selling price and MRP.
- For weighable items, select yes in the input data. weighable items means the items which is going to sell by weight ex:- F&V items. For all weighable items user should enter decimal Qty as 3.
- Maintain Selling & MRP input data has three type to select,
- Same Selling & MRP – Specially applicable for F&V items. This enabled products will not support batch concept. because, the latest price of the stock will automatically updated to the old batches.
- Multiple Selling & Multiple MRP – It support batch concept. This made for FMCG products, by using this option user can maintain different selling price and MRP for all products.
- Same Selling & Multiple MRP – This products also support batch. Selling price will be same for all MRP items.
- For to categorise the product, we need to create the N number of category needed in Category manager and the created category managers name will show in item master.
- The created categories from category master will be selected here and also user can create new category by pressing + function key.
- Select any one of the following product type based on the requirements
- Standard – It is the Regular item or Usual Item. Ex:- Aachi chicken masala 100gms
- Serialized – A Serialized items has unique serial number for tracking sales and purchase. Ex:- laptop, Refrigerator.
- Matrix – A matrix item is used to when for a single product different categorisations must be maintained.Ex:- Shirt, Pants.
- Select any one of the following preparation type based on the requirements
- Trade As is – It will be sold how it purchased (Horlics, Soap..etc)
- Bulk – Items which is purchased bulk and repacked at store (Sugar 50KG Bag)
- Repack – Repacking items from bulk (Sugar 100gms, Sugar 1kg)
- Parent – Items Which is purchased in Box with N number of products & Sold Both in Box & Pcs (Pen Box (5 pen pcs))
- Child – One Pcs or Unit in Parent Items (1 Pen from Pen Box)
- Open Item – This Items should allow to enter manual item name & Price in Billing screen. It helps to sell non created items.
- Assembly – Creating a item by adding two or more different ingredient items. Once the Assembly Items sold, stock of an ingredients will be reduced.
- KIT – Creating a item by adding two or more different ingredient items. Need to Create a production Plan & Production. After Production the stock of KIT Item will be increased and Stock of Ingredients will be reduced. Then KIT Items will be sold
- Ingredients – Raw materiel which is created for KIT and Assembly items.
- Combo – Creating a Item which includes two or more differents Trade As is items in different units. It has separate Price
- Packing Materiel – Packing Materiel items
- Select any one of the following SKU type for Warehouse management
- Put Away – Item Which is stored in Warehouse and then send to outlets
- Flow Through -Item which is come to warehouse but not stored and send to outlet immediately once received in warehouse
- Direct Store Deliver – Items which is directly delivered to outlets (Not come to warehouse).
- Other than those above details, user can also enter expiry details and other required data from the master and save to create the product.
- While saving the items user should select the outlet names for the item. Only in selected outlet items will be shown for transactions.
- Items will not be created at outlet wise. It should be created in HQ and get synced in to the selected outlets.
| Data needed | List Value | Description |
| Item Code | Auto / Manual Generated | |
| Item Name | Enter Item Name | |
| Short Name | Enter Short Name | |
| Alias Code | Enter Alias Code | |
| EANCODE | Scanning code | |
| GST Tax % | All Gst Tax % should list out | |
| HSNCODE | Enter Value | |
| Is Weighable ? | Yes / No. | Yes items should allow decimal values. No – shouldn’t allow decimals |
| Decimal Required Qty | Enter Value (3) | |
| Maintain Selling & MRP | Same Selling & MRP | Selling & MRP will be same & Can’t able maintain batches |
| Multiple Selling & Multiple MRP | Selling & MRP will be same or Different. Can Maintain Batches | |
| Same Selling & Multiple MRP | Selling will be same for all different MRP (batches) | |
| Status | Active / Inactive | Active – Allow transaction. Inactive – Don’t allow transactions |
| Purchase price | Enter Purchase price | |
| Net Cost | Enter Net Cost | |
| Selling Price | Enter Selling Price | |
| MRP | Enter MRP | |
| Product Type | Standard | It is the Regular item or Usual Item |
| Serialised | A Serialised items has uniq serial number for tracking sales and purchase | |
| Matrix | A matrix item is used to when for a single product different categorisations must be maintained. | |
| Preparation status | Trade As is | It will be sold how it purchased (Horlics, Soap..etc) |
| Bulk | Items which is purchased bulk and repacked at store (Sugar 50KG Bag) | |
| Repack | Repacking items from bulk (Sugar 100gms, Sugar 1kg) | |
| Parent | Items Which is purchased in Box with N number of products & Sold Both in Box & Pcs (Pen Box (5 pen pcs)) | |
| Child | One Pcs or Unit in Parent Items (1 Pen from Pen Box) | |
| Open Item | This Items should allow to enter manual item name & Price in Billing screen. It helps to sell non created items. | |
| Assembly | Creating a item by adding two or more different ingredient items. Once the Assembly Items sold, stock of an ingredients will be reduced. | |
| KIT | Creating a item by adding two or more different ingredient items. Need to Create a production Plan & Production. After Production the stock of KIT Item will be increased and Stock of Ingredients will be reduced. Then KIT Items will be sold | |
| Ingredients | Raw Materiel | |
| Combo | Creating a Item which includes two or more different Trade As is items in different units. It has separate Price | |
| Packing Materiel | Packing Materiel items | |
| Allow Sales | Yes / No. | Yes – Allows Sales. No – Not Allows Sales |
| Allow Purchase | Yes / No. | Yes – Allows Purchase. No – Not Allows Purchase. |
| Allow Wastage | Yes / No. | Yes – Allows wastage. No – Not Allows wastage |
| Allow Promotion | Yes / No. | Yes – Allows Offer. No – Not Allows Offer |
| Allow Loyalty | Yes / No. | Yes – Allows Loyalty. No – Not Allows Loyalty |
| Allow Price Level | Yes / No. | Yes – Allows Price Level. No – Not Allows Price Level |
| Category | Select / Add | Select the category. Or press + to add |
| Subcategory | Select / Add | Select the Subcategory. Or press + to add |
| Brand | Select / Add | Select the Brand. Or press + to add |
| SKU Type (Centralized) | Put Away | Item Which is stored in Warehouse and then send to outlets |
| Flow Through | Item which is come to warehouse but not stored and send to outlet immediately once received in warehouse | |
| Direct Store Deliver | items which is directly delivered to outlets (Not come to warehouse) | |
| Packed Date Confirmation | Yes / No. | Yes – Allow to enter packed date while purchase. No – Don’t Allow |
| Expiry Date Confirmation | Yes / No. | Yes – Allow to enter expiry date while purchase. No – Don’t Allow |
| Shelf Life | Enter Shelf Life | |
| Min Shelf Life | Enter Min Shelf Life | |
| MFR Name | Select / Add | Select the Supplier. Or press + to add |
| Supplier Name | Select / Add | Select the Manufacturer. Or press + to add |
| Inclusive of All taxes | Yes / No. | Yes – Inclusive calculation. No – Exclusive Calculation |
| Apply online | Yes / No. | Yes – Allow for online Sales. No – Don’t show in online Sales |
| Gate Keeper Margin | Enter Gate Keeper Margin | |
| Allow Negative Stock | Yes/Global/No | Yes – Allow negative stock for item no matter what given in global configuration Global – If global configuration for allow negative stock is enabled, then system allow negative stock billing No – System did’t allow negative stock billing no matter what given in global configuration |
| Min Stock | Enter Min Stock | |
| Max Stock | Enter Max Stock | |
| Company | Select from company list | Select Company |
| Division | Select from division list | Select Division |
| Location | Select from location list | Select Location |
HQ Item master management
While creating the item master in HQ, system should allow user to select the outlets for each items.
Business Rules
- Item should be available at selected outlets only for the transaction.
- User can edit and enable the items for single store items to all outlet when they needed.
Outlet wise Auto Indent formula settings in Item master
When user business is multi store or outlet business, user need to create auto indent formula for each item, So user can get auto indent request from each store for those items and raise central purchase order.
Business rules
- There should be the function key called “outlet wise data”, user should click on that.
- In that screen, user can find two option one is Export and another one is Import.
- User should select the required columns from default columns available to Export and click on export and then filter items using the categories, suppliers and export items.
- Then User will fill the minimum and maximum stock for all exported items and also should select indent formula as auto and based on minimum and maximum stock.
- Then, User should click on the option “Import” and select the required outlet and then browse the filled sheet and click on “Import“, So the entered minimum and maximum stock will be updated to item master for the selected outlet.
- By using the same process user need to upload minimum and maximum stocks for each store or outlet one by one.