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Category can be set under Category Section Category Groups
Once all required fields are filled up, the user can press CREATE, so the item will be saved into the database and can proceed to be edited.
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Items can be created manually or synced from EMP (if the user is currently using Wavelet EMP) |
1.3 ITEMS EDIT
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Once the user creates an Item, it will appear in the listing. When the user wants to update the item or add more information they can click on the Item itself, a 2nd container will pop up once clicked containing the following tabs:
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The information provided can be used in transactional Applets. Please take note that additional tabs may appear if the user chooses Grouped or Bundle as Item type.
1.3.1 MAIN TAB
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This Tab consists of general Item information such as:
Item Name - can be updated at any time
Item Code - cannot be updated
Item Type - cannot be updated
Sub Item Type - used when items are in a batch or has have a serial number
GL Code - The general ledger is an accounting document that provides a general overview of an organization’s financial transactions. An account, or general ledger (GL) code, is a number used to record business transactions in the general ledger
Base UOM - an amount in which the stock of a material is managed for example ml, kg, min
Abbreviation (Prefix) - is used in the voucher applet, in order to make it easier to view a specific group of items
EAN Code - The International Article Number is a standard describing a barcode symbology and numbering system used in global trade to identify a specific retail product type, in a specific packaging configuration, from a specific manufacturer.
Currency - a system of money in general used use in a particular country. For example, USD, MYR
Status - to specify whether an item is active, inactive, or obsolete
Remarks - Write your comments
Summary - shows who created the item or who updated the item, also shows the date modified and created
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1.3.2 E-invoice Tab
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This tab is for MSIC, Tax type, and UOM. Here users can do e-invoice classification.
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This can also be done under Classification in the applet menu. |
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1.3.3 Label Tab
To label Label the items.
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1.3.4 ITEM CATEGORY
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The item category tab is used to link a category to the item. Currently, have 0 - 20 categories but can add more for users upon request. Categories can be created in the “Category” module.
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In order to add the category click “+”. Once clicked the 3rd container with category listings will be shown. Users can select any category that applies to the Item.
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11.3.5 TAX TAB
If tax is applicable the user can tick the checkbox. Once ticked the tax information will appear where the user can set the tax for:
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1.3.7 MULTI UOM TAB
This module allows to stock items with multiple units of measurement, UOM auto conversion, and multiple UOM reports that can be later used in transactional applets. If your industry uses multi uom, you can specify here. sample of Multi UOM:
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The above UOM specifics the conversion of one type of UOM to another UOM, with the a specific ratio.
In order to To add Multi UOM click “+”. Once clicked it will open a 3rd container for the user to add UOM details
UOM - Unit of Measure. UOMs are used to quantify the inventory items and enables enable items to be tracked easily.
Ratio - used to specify how many items. For example:
◦ if base UOM is = “Bottle”, then ratio = 20 bottles
◦ The number 20 specifies the number of the items
Status - to specify whether the item is active or inactive
Base UOM - unable to edit. User Users may edit it in the Main Details Tab
Sort-Code - The sort code helps identify the hierarchy of the UOM from the smallest to largest starting from 001. For example, pill would be 001 followed by the carton which would be 002 and finally box which would be 003.
For example : a. pill = 001 b. carton = 002 c. box = 003
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Specify item by branch and company by linking it to them here. This tab is used to link specific branches. This function will be used in all transactional applets. for example, if a user links branch branches A and B then only these respective branches will be able to see the selected item in the POS applet. Branches can be created in the Organization applet.
In Order to To add a branch click “+”. Once clicked it will open a 3rd container for users to view listings of all branches where the user can select the preferred branches:
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Used to link companies. Specify item by branch and company by linking it to them here. Companies can be created in the Organization applet. When linking a company the item will be visible for all branches that are under the chosen Company.
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In Order to add a company click “+”. Once clicked it will open a 3rd container for users to view listings of all companies. Here the user can select the preferred company.Note:
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if the user links company A and it has been linked to 5 BRANCHES but in Branch linking TAB the user only chooses 2 branches, then the item will be visible to ALL BRANCHES THAT IS LINKED UNDER THE COMPANY. If the user wants to link only specific branches then it needs to be chosen in the BRANCH LINKING TAB ONLY and COMPANY LINKING should remain empty. |
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1.3.10 PNS SETTLEMENT METHOD TAB
The PNS Settlement Method module is used to link the Product to the PNS (Products and Services) Settlement Method.
There is a dropdown list, where the user selects the Setllement Settlement Type:
Payment Provider
Membership Point Currency
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In Order order to add a Settlement Method click “+”. Once clicked it will open a 3rd container for users to choose settlement type. Here the user can select the preferred type.
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This tab is used to specify and set the prices of items. The Pricing Scheme template is added in the PRICING SCHEME module, in this tab users can add a unit price for existing pricing scheme templates. Once added this information can be used in transactional applets.
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In Order to edit the price, click the item and it will open 3rd container for users to edit the Unit Price.
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1.3.12 MANAGE IMAGE TAB
This tab is used to add and categorize images based on its their type for example main image, promotional image, or additional image. Users may update the period of the images they are going to be using as a reference, it has no functionality. Images may also be used in the Ecomsync applet, CP Commerce applet, and transactional applets such as POS and GRN. However, the date is only for user reference and is not meant to perform any actions.
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Image type is based on ecommerce requirements. There are three image types such as:
Main Image - the image that is supposed to be displayed in the marketplace. Setting the Image type is only for the user’s reference and a library. When syncing the item, the user has to manually select the image they wish to sync to the marketplace under attribute details.
Promotional Image - when there are certain promotions, some users might need to use special images related to the promotion, it will replace the main image. Setting the Image type is only for the user’s reference and the library. When syncing the item, the user has to manually select the image they wish to sync to the marketplace under attribute details.
Additional image images - images that end users can view when they view full item information.
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Item = Samsung Phone
- Main Image = the image of a Samsung phone
- Promotional Image = a themed image (based on the occasion) of a Samsung phone eg. Christmas sale
- Additional images = images of Samsung phone in a different angles, the box, or additional items inside the box
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Entity Pricing module is used to set the price for the Product depending on the Entity. If u have a specific price for a specific item that has multiple suppliers, u can set it here. For instance: A single product’s price is individual for different Entities.
In Order to To add a an Entity Price click “+”. It will open 3rd container for users to create the Price. Then click "Entity Code" to choose the entity type.
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Select the Entity type from the advanced search. There are three types of Entity to select:
Customer
Supplier
Employee
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After selecting the Entity, click on the Item and it will automatically leads the user to the previous page filled in with the Entity Code and Entity Name. In this page user set the price for selected Entity.
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1.3.14 T2T ITEM MAPPING TAB
Tenant The tenant to Tenant Item Mapping module is used to map Companies, Product Codes, and Names in order to sync transactions
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The T2T Item Mapping tab includes three tabs as follows:
Host Tenant - Main tab where the Mapping of the items is processed
Guest Tenant Item Mapping - A list of Tenants which that are already Mapped
Guest Tenant Permission Listing - A list of Tenants to which permission is given for mapping. All the Permissions are given from the T2T Admin applet
In order to To do the mapping, click the "+" button, it which will lead the user to the new page, where the user select selects the Tenant from the dropdown list and add the item.
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1.3.15 MARKETPLACE TAB
The Marketplace Tab is used to list the products on multiple marketplaces. This tab is to link your doc items to your Lazada Shopee or any e-commerce site. It is mainly used for Markeplaces Marketplaces such as Lazada, Shopee, and CP-Commerce. So the user can sell one product in various stores.
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Main
Other Resellers Website
Checking
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Users select and add the Stores by clicking the "+" button in the Main Tab
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Other Resellers Tab
◦ This tab is used if there are resellers who are distributing your products and selling them in other different Marketplaces. Fill in the URL of the Marketplace they use.
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Checking The checking Tab is for the reports shown from the Ecomsync applet.
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1.3.16 Add Item Images to Marketplace
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1.3.17 STOCK AVAILABILITY TAB
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Attribute sets can be defined as a list of attributes where all the characteristics of a product are demonstrated.
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1.3.19 PAGES TAB
When the user click clickss on the plus button, it will create a Post with a Draft status and an untitled post.
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User Users should click the created post in order To to edit the status and the name of the post.
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1.3.20 REVIEWS TAB
Review The review tab allows the User or an Admin to configure reviews, settings, and votes for an item
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Attributes, Pages, and Reviews tab is mostly used in E-Commerce Modules. |
1.3.21 Bundle Config
Applicable for the Bundle Item type
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