Setup Masterdata
Setup Master data for Company
Navigate to:
Settings → Master Data
From here, you can configure various master records used throughout the system.
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Available Master Data
1. Product Units
Defines the measurement units used for products.
Purpose
- Standardize product quantities
- Support inventory and sales calculations
- Enable multiple selling units
Examples
Unit | Description |
|---|---|
PCS | Pieces |
KG | Kilogram |
Gram | Gram |
Ltr | Litre |
ml | Millilitre |
Dozen | 12 Units |
Pack | Pack |
Box | Box |
Carton | Carton |
Bottle | Bottle |
Used In
- Product Master
- Purchase
- Sales
- Inventory
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2. Payment Methods
Defines how customers make payments.
Examples
- Cash
- Card
- UPI
- Bank Transfer
- Wallet
- Credit
- Gift Voucher
- Cheque
Used In
- POS Billing
- Sales Invoice
- Customer Receipts
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3. Payment Types
Used to classify payment transactions.
Examples
Payment Type | Description |
|---|---|
Full Payment | Complete payment received |
Partial Payment | Partial amount received |
Advance Payment | Payment before invoice |
Credit Sale | Pay later |
Refund | Money returned to customer |
Used In
- Sales
- Receipts
- Customer Accounts
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4. Income Categories
Categorizes business income for accounting and reporting.
Examples
- Product Sales
- Service Income
- Delivery Charges
- Rental Income
- Online Sales
- Commission Income
- Other Income
Used In
- Accounting
- Profit & Loss Report
- Income Analysis
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5. Asset Types
Maintains categories of company assets.
Examples
- Furniture
- Computers
- Vehicles
- Machinery
- Buildings
- Office Equipment
Used In
- Fixed Asset Register
- Accounting
- Depreciation
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6. Capital Types
Defines sources of business capital.
Examples
- Initial Investment
- Additional Investment
- Partner Contribution
- Share Capital
- Owner Capital
Used In
- Accounting
- Capital Accounts
- Financial Reports
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7. Product Rack
Defines the physical storage location of products.
Examples
- Rack A1
- Rack A2
- Rack B1
- Rack B2
- Cold Storage
- Warehouse Rack 5
Benefits
- Faster product identification
- Easy stock verification
- Improved warehouse management
Used In
- Product Master
- Inventory
- Warehouse
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8. Delivery Status
Defines the status of product deliveries.
Examples
Status |
|---|
Pending |
Packed |
Ready for Dispatch |
Out for Delivery |
In Shipment |
Delivered |
Returned |
Cancelled |
Used In
- Sales Orders
- Delivery Management
- Order Tracking
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9. Currency Master
Defines currencies supported by the business.
Examples
Currency | Country |
|---|---|
INR | India |
SAR | Saudi Arabia |
AED | UAE |
QAR | Qatar |
USD | United States |
EUR | Europe |
GBP | United Kingdom |
Used In
- Multi-Currency Sales
- Purchase
- Accounting
- Reports
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10. Employee Shift
Defines employee working schedules.
Examples
- Full-Time
- Part-Time
- Contract
- Morning Shift
- Evening Shift
- Night Shift
Used In
- HR Module
- Attendance
- Payroll
- Shift Scheduling
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11. Restaurant Table List
Used in the Restaurant POS module to manage dining tables.
Examples
Table Name |
|---|
Table 1 |
Table 2 |
Table 3 |
VIP Table |
Family Table |
Outdoor Table |
Used In
- Restaurant POS
- Table Reservation
- Order Management
- Kitchen Order Tickets (KOT)