Article Master

How to | See Also | Summary

• Articles (Items) are the basic building blocks of inventory management, all transactions related to inventory must bear the article number.
• These are the optimal stock keeping units which are necessary for any transaction to get place.
• The Article Master Module is used to create/manage Article Numbers and its related details.

Article Number* :
Article Number or item number or code is the basic Stock Keeping Unit of inventory.
Description:
Short Description or name of the Article, this will be printed on the Cashmemo.
Extended Description:
Detailed Description of the Article, sometimes useful at Retail Counters.
Short Name:
Very Short Description or "Alias" of the Article, helpful in searching the articles from the search-list while feeding purchases or purchase orders.
Active Status :
When checked, this Article is treated as Active and available in all search-lists in purchase or purchase-order. The Inactive Articles are not available in the search-lists, however you can get reports for all Articles regardless of its Active Status.
Department :
Name of the Department to which the current Article belongs. use "Browse" button to search and select Department from the available Department List.
Inventory Category :
Name of the Category to which the current Article belongs. use "Browse" button to search and select Category from the available Category List. As you select a Category, the default values of "Coding Scheme", "Unit of Measure" and "Stock Type" is fetched automatically, however you can further make any changes in the corresponding values.
Coding Scheme*:
Denotes the coding pattern to be followed while maintaining stock for this Article. The system supports following Coding Schemes:

1. Fixed :-The stock is maintained vide a fixed set of Item Codes. (By default Item Code is the Article Number itself).
2. Lot :-Also known as "Lot", in this coding scheme, a system generated code will be assigned to a batch of items at each purchase.
3. Unique :-Each individual piece would bear its unique identification through system generated code, very useful for valuable items or when you want to track transaction for each piece separately.
4. EAN :-EAN verified system generated code will be generated for a combination of Article, Color and Size. The EAN codes are universally accepted and very useful when collaborating with world class companies.

Unit Of Measurements (UOM)* :
Specify the Unit of Measurement for the current Article.
Stock Type*:
Denotes the type of stock on how this article would be handled in inventory management throughout the system. Stock Type of an Article can be one of the following:

1. Inventory:- Denotes that this article is an inventory item and its stock will be maintained in the trading or manufacturing transactions.
2. Non-Inventory:- Denotes that this article is not an inventory items and no need to maintain its stock.
3. Asserts:- Denotes that this article is a Consumable item such as printer-roll, shopping-bag etc.
4. Consumable:- Denotes this this article is an Asset. Asset tracking and depreciation mechanism will be implemented on this Article.

Preferred Supplier:

Denotes that this article is used to purchase by this supplier only.If we change its configuration from settings then only those list of articles get open in a grid which was purchase from this supplier only.

Suppliers ItemCode:

Denotes that supplier knows this article by some another name.So we mention that name here from which supplier knows that article. E.g. There is an article named 'Shirt' in our inventory but supplier from which we purchasing this item named this article as 'SH101'.So we mention SH101 in supplier itemcode module.

Perishable Item:

Denotes that this item is a perishable item means after a specified period of time this item discarded or of no use.Specialy used for grocery stores.

Purchase Price:
Specify tentative purchase price for this Article, user can overwrite this purchase price at Purchase or Purchase Order entry.
MRP (Maximum Retail Price):
Specify the tentative MRP for this Article, however user can overwrite this MRP at Purchase or Purchase Order entry.
WSP (Wholesale Price) :
Specify the tentative WSP for this Article, however user can overwrite this WSP at Purchase or Purchase Order entry.
EXP (Export Price) :
Specify the tentative EXP for this Article, however user can overwrite this EXP at Purchase or Purchase Order entry.
Linked Dimensions:
Specify the Key Value from List for each User Defined Attributes.
Free Dimensions:
Specify the name of Free Dimension Set from the list. Once specified, only members of the specified set will be displayed at the time of Purchase or Purchase Order entry. for example, if you specify the value of "Color Set" as "Blue Family" then only members of "Blue Family" will appear in the Colors selection list in the Purchase or Purchase Order entry against the current Article.

How To:

• Add New Article
  
• Assign Color,Size variant & Price List
  
• Specify Margin on Purchase Price
  
• Assign Image for the Article
  
• Set Attribute value into Article master
  
• Edit the existing Article
  
• Create new Attibute
  
• Perform Article Search
• Create duplicate Article Master
• Field Inherited from Category
  

Add New Article:

• Note: Before creating an Article, Create Department, Category and subcategory in which you want to place an article

Click On Inventory from menu bar.

Select Article from Inventory.

The Article Grid Page will get open up.

Now select on Add New Article from Tasks from Article grid table.

An Article Master page will get Open up.

First,Specify an existing Sub-Category name in which you want to create a New Article, when you specify Sub category name then Department name and category name w.r.t subcategory master will automatically get pick up.

Now,Specify the Article name and If necessary specify its description, shortname.

Tick on the active status.

Specify the Pricing on Purchase, MRP, WSP of the article and if there is any markup specify it also, Note:Fixed price always takes prefrence over Markup price.

Assign Price and Size Variants for multiple variance for same article.

Assign Image for article.

Default value of UOM, Coding type and Stock Category were automatically picked from Category master.

Specify the Default Supplier for the article.

Tick Perishable Items if article is perisible item means item which will expire within the expiry date.

Now,Click on attribute tab page if you want to set attribute value.

Click On Save button.

Edit the existing Article:

• Note: Parameter like Coding type and stock Type will get edit only from Category.

1. Click On Inventory from menu bar.
2. Select Article from Inventory.
3. Article Grid Page will get open up.
4. Now Select the row on the Article grid table and then click on Edit the existing inventory Article from Tasks.
5. An Article Master page will get Open up.
6. Now Edit the required filled correctly.
7. Save the Article master after editing the field.

Assign Color,Size Variant and Price list:

• Note: This is used when there is multiple or varible entry on size, color and price of the same article.

1. Click on Size and Price variants Button, a page will get open up.
2. Enter the value for Color, size,style, Purchase Price, MRP price, WSP into table.
3. Click On Ok button.

Specify Margin on Purchase Price:

Note:

• The margin can also be specified at supplier and wholesale master, but if you want to specify into article master specify the margin on purchase Price.
• Before Specify the markup price set the rounding method from Configuration Settings or from Category master for calculation markup of MRP/WSP from purchase price, then proceed to following steps

1. First, Specify the Purchase Price.
2. Now, Specify the Markup percentage on WSP, MRP, EXP and Min sale price.
3. Click On Save button.

Assign Image for the Article:

• Note: Assigning Image for the article is only to get an idea that the article looks similar as that in the Image.

1. Click on Specify Image Button into Article Master.
2. Dialog box will get open.
3. Search the location into the computer from where you have saved the image for article.
4. Select the image.
5. Click on Ok button.
6. The image will appear on Article master Picture panel.

Set Attribute value into Article master:

1. Click On Edit
2. Click on Attribute tab into article master.
3. Set the value with respect to attribute.
4. Click on Save button.

Perform Article Search:

1. Click on Find from toolbar
2. Specify the Article number or other detail related to article into Search page.
3. Click On Go button.
4. Select Article from list.
5. Now Click On Ok, the Article Master will get open.

Create duplicate Article Master:

Note:

• When you want to make a new Article with same content as Article Master then you can click on Duplicate
• When duplicate Article Master open then edit the article number else it will cause Error Message "That similar article number already exist"

Click On Duplicate button from toolbar .

A message box will appear "This action will create a new Article with same content as in this Article Master.Are you sure you want to duplicate this Article now".

Click on yes button.

Now Duplicate Article Master will get open.

Field Inherited from Category:

1. Coding Type:



Coding Type	Article No	Item No.
Fixed	Halfsleeves001	Item Code:halfsleeves001 (Item code in fixed case will be same as article no.) Barcode:001146624
Lot	Halfsleeves001	Item Code:001146624 (the item code in lot will be for one supplier, item code & barcode will be different for other supplier) Barcode:001146624
Unique	Halfsleeves001	001146624 001146625 001146627 (It will generate all unique barcodes for different item)
EAN (International Article No.)	Halfsleeves001	Itemcode:8903429001394 (it has some prefix at starting) Barcode:001146683



2. UOM(Unit Of Measurement):



UOM	Description	Example
Kg(kilogram)	It is specify when the item is Non-Countable Or measurable type	Any thing which have weight property like Misc item like Dal are non countable item and measurable Property.
Pcs.(Pieces)	It is specify when the item is Countable type	Any thing which have counting property like readymade shirt Pieces are countable item
Mtr.	It is specify when the item is Non-Countable Or measurable type	Fabic item have measurable property



3. Stock Type:



Stock Type	Description	Example
Inventory Or Stock	Inventory or stock refers to the goods & materials or in simple definition a formal listing of items that business hold for sale or resale.	List of stationary material or list of garment items, it contains certain transactions, quantity, coding type, color, size & its dimension all this will maintain within inventory
Non-Inventory Or Non Stock	It is non stock item which were purchase not for sale	Anything which is not for sale & for internal Operation
Asserts	Company property is an asserts	Company Asserts ,which are company property
Consumable	Things which were purchased for company premises or consumption	A-4 sheet used in company for consumable purpose

See Also: Department | Category | Subcategory | Attribute | Dimension