Prerequisites

1. The users' role must have access to the Add app operation in the Item feature in Admin - Security - Roles through Inventory - Product Definition - Item Hierarchy. 
   
   
2. Season Master must be created.

Step-by-step guide

The steps are as follows:

1. Go to Ginesys Web > Inventory > Product Definition > Item.
   
   
2. The Item opens with list view of already created items.
   
   
3. You will get a Search Box in the Item module to search items by Item Name or Item Code or any item (From version 11.140.6 onward).
   
   
4. Click on the Add button. The Add Item window opens.
   
   
   
   
5. Fill in the details in the General Section:
   
   

   1. Barcode (The Generate GS1 Code button allows you to add GS1 barcode to the item.)
      
      

      Barcode - Points to remember

      Note: 
      
      1. You can provide up to 50 characters for every GS1 Barcode.
      
      2. The Barcode is always Unique. You cannot create a Barcode which is already existing in GINESYS Database.
      
      3. It is an Optional field.
      
      

       What is GS1 code?

      A GS1 Company Prefix is a number composed of 7-11 digits.
      
      It allows the creation of unique identifiers including Global Trade Item Numbers (GTINs) which are represented in barcodes and communicated in electronic business messages. The numbers and barcodes are used by companies to uniquely identify their products and services in the supply chain.
      
      

      The use of GS1 barcoding standards provides the following business benefits:
      
      Fast and accurate data capture at every point in the supply chain
      
      Less stock-holding and less waste
      
      Greater responsiveness to trade customers and consumers
      
      The ability to automate warehousing
      
      Better control over distribution and storage
      
      Fewer errors in the recognition of goods
      
      Improved company to company communications throughout the supply chain
      
      One standard for use with all trading partners, therefore no conflicting demands.
      
      

   2. Division
      
      
   3. Section
      
      
   4. Department
      
      
   5. Article
      
      

   6. HSN Code (This is a mandatory field)
      
      

      If no HSN Code is available, then Non- GST Goods should be selected from the drop-down.

6. Fill in the category details and description of the item in the Category section.
   
   

   Important

   Note: Earlier F7 button allowed to create Categories while creating items.

   The current process to add category from the Add Item window:

   The steps are as follows:

   1. Type the category name in the required Category field (Category 1-6).
   2. Click on the Add button on the lower right hand corner of the drop-down. This will add the category to the Category Master.
   3. In case the new category is similar to an existing one, then the system shall display a warning with the message - Some matched records found. In this situation, you can either select the matched record from the drop-down or click on the Add Anyway? button (if you still want to add the category). The criteria for the match are as follows:
      1. The first letter of the new name is similar to an existing one.

      2. The new category name sounds similar to an already existing one.

         Note: This search is case insensitive.

7. Fill in the details in the Others section:
   
   
   • Item Name - alpha-numeric field of 
     
     
   • Short name
     
     
   • Vendor Name
     
     
   • Vendor Alias
     
     
   • Tax Group (This is a mandatory field)
     
     

   • Material Type (This is a mandatory field) and the list of values has only 3 values - Finished Goods, Semi finished Goods and Raw Materials. 

     Important

     Note: No values can be added to this list.

   • Cost Sheet
     
     

     Purpose of a Cost sheet

     The purpose of Cost Sheet is to accumulates all of the costs associated with a product or production job.

     
     
     

   • Expiry Date - Expected format here is d/m/y i.e. date / month / year, this field shows the 
     
     
   • Unit of Measurement (This is a mandatory field) - this can either be pieces (pcs) or metres (mtrs.) or litres (li.) or kilogram / grams (kg./gms.) depending the type of the item.
     
     
   • Negative Stock Method (This is a mandatory field) - This specifies the action to be taken by the Ginesys ERP when the stock is less than zero.
     It can either be Profile or Ignore or Warning or Stop.
     If its set to Profile, then the ERP checks the value set in logged in user's profile.
     If its set to Ignore, then the ERP accepts whatever value is given in transactions irrespective whether stocks exist in the books.
     If its set to Warning the system allows the customer make informed choice, about whether he wants to deal with negative stock.
     If its set to Ignore, the system hard stops the user from making any transactions for the item till its >0.
     
     
   • Inventory Item (This is a mandatory field) - This field has two (2) options on its drop-down - Inventory Item and Non-Inventory Item. You can select any one. Please note that raw materials, semi-finished and finished goods are all inventory items.
     
     
   • Scan Unit (This is a mandatory field) - Minimum measurable quantity of an item. The scan unit is in whole numbers for items whose Unit of Measurement is pieces. However for items measured in other units of measurement it can be decimal quantities.
     
     
   • Number 1
     
     
   • Number 2
     
     
   • Number 3 
     
     

   • Remarks 
     
     

     Use of Number1,2,3 and remarks

     When Category and Description field will be full and user need to describe the item more in detail then user will use Number fields for numeric description.

     Remarks field is used to give more information about a item.

     A few fields although marked mandatory, need not be manually filled in. These values flow directly after selecting the article name. The fields are Material Type and Unit of Measurement.

     In case the details are not provided in there, you need to fill it in manually.

     Negative Stock Method, Inventory Item and Scan Unit are assigned values by default but can be changed as required.

8. Fill in the details in the Pricing section:
   
   
   • Basic Markup - Markup refers to the difference between the selling price of a good or service and its cost.
     
     
   • Margin % - Formula for calculating Markup percentage = ( (sales price - unit cost) / (unit cost) ) x 100
     
     

   • Limit
     
     

     Use of Limit

     Limit is of 3 types - Upper, Lower & Round.

               Upper - When Upper is selected then if the Price is ₹100.65 then it will take the next upper value like ₹101.

               Lower - When Lower is selected then if the Price is ₹100.33 then it will take the last lower value like ₹100.

               Round - When the Round is selected it it will take the nearest rounded value. For example - If the price is ₹101.55 then it will take ₹101 and if the price is ₹101.40 then it will take ₹100.

     
     
     

   • Multiples of - This field shows by what multiple the price would be divided to get a whole number.
     
     
   • Standard Rate
     
     
   • WSP (Whole Sale Price)
     
     
   • RSP (Retail Sale Price) (This is a mandatory field)
     
     

   • MRP (Maximum Retail Price)
     

     Note: By default the MRP value takes the RSP value. But you can change the MRP value as per your requirement.

9. Fill in the details in the Store wise Multiple Price section:
   
   
   1. Site Information
      
      

   2. Price Information
      
      

      This section contains information about the Sites where item might be present or the price at which they will be sold at the selected sites.

      They also contain information like special prices at which the item might be sold for the specified Effective Date from the selected site.

      
      

10. Fill in the details in the POS Behaviour section:
    
    
    1. Multi Price Action (This is a mandatory field)
       
       
    2. Allow Price Change (This is a mandatory field)
       
       
    3. Price Changes Limit (in %)
       
       
    4. Edit Quantity and Price (This is a mandatory field)
       
       
    5. Charge Extra Tax (This is a mandatory field)
       
       

    6. Return Behaviour (This is a mandatory field)
       
       

       These mandatory fields have been assigned values by default, but can be changed as per requirement.

11. Fill in the details in the UDF section; the User Defined Fields or the UDF are configured by the users if they want the fields to exist. It is for the user to enter the value as per the demands of his company's policies.
    
    

    The number of UDF we can enable

    We can enable the following types of UDF fields 10 types of String , 5 types of Number fields and 5 types Date fields.

    IMPORTANT

    The fields in this section are set up from the UDF master in Ginesys Web > Admin > Utilities > User Defined Fields (UDF)

12. Once all necessary details are filled in, click on the Create Item button.
    
    
13. If you click on the Show Items link or press F9 after entering all the details of the item and Create Item, then you can see a view of that item. Again if you click on the Hide Items link or press F9, then the view of the item will disappeared.
    
    

1. Go to Ginesys Web > Inventory > Product Definition > Item. The Item master opens.
   
   
2. Select the item you want to edit.
   
   
3. Click on Action > Edit.
   
   
4. Edit Item window open.
   
   
   
5. All the records will be populated automatically.
   
   
6. You can edit the editable field.
   
   
7. Click on the Update Item button to save the updated record.

In the Manage Item module you can edit multiple items together. 

Prerequisites

1. The users' role must have access to the Edit app operation in the Item feature in Admin - Security - Roles through Inventory - Product Definition - Item Hierarchy. 
   
   
2. Item Master must be created.

Step-by-step guide

The steps are as follows:

1. Go to Ginesys Web > Inventory > Product Definition > Item.
   
   
2. The Item module opens.
   
   
3. Click on Action > Manage.
   
   
4. Manage Item window will open. 
   
   
   
5. Click on the Menu Button. Select an item selection mode (Select Item, Scan item, Price Population etc).
   
   
6. The selected Items will be listed.
   
   
7. Select the check box beside the item which you want to modify.
   
   
8. Modify the required fields from the Edit Information section. You will get different sub-sections - General,Category Values, Pricing, POS Behaviour, Others, Inventory, Descriptions and Numeric Details.
   
   

   1. 
      

       General

      1. Barcode
         
         
      2. Department
         
         
      3. Article Name
         
         
      4. Short Name
         
         
      5. Item Name
         
         
      6. HSN Code
         
         
   2. Make the desired changes in the Category Values section. The available fields are listed as Category 1- 6.
      
      
   3.  Pricing

      1. Standard Rate
         
         
      2. WSP (Whole Sale Price)
         
         
      3. RSP (Retail Sale Price)
         
         
      4. MRP (Maximum Retail Price)
         
         
   4.  POS Behavior

      1. Multi Price Action
         
         
      2. Allow Price Action
         
         
      3. Price Change Limit
         
         
      4. Edit Quantity and Price
         
         
      5. Return Behavior
   5.  Others

      • Vendor Name
        
        
      • Tax Group Name
        
        
      • Extinct
   6.  Inventory

      1. Negative Stock Method
         
         
      2. Materiel Type
         
         
      3. Cost Sheet
         
         
      4. Scan Unit
         
         
   7. Edit the Item Description from Description 1 - Description 6.
      
      
   8. Modify the Number Details from Number 1 - Number 6.
      
      
9. If you click on the Price Population option, Price Population Tool window will open.
   
   
   1. You can setup price details like Std. Rate, RSP, WSP and MRP with Markup, Markdown etc.
      
      
10. You can either select item one by one and modify or select all the items together and modify. 
    
    
11. Click on Apply button to apply the modification. 
    
    
12. If you select the items one by one and modify then the changes will be reflected one by one in the listed items. But if you select all the items and modify them then same changes will be reflated on all the items.  
    
    

13. If you select Generate GS1 Code for all selected items, then the GS1 will be applied for all the items.
    
    

    GS1 Barcode: General Specifications. The GS1 General Specifications is the core standards document of the GS1 system describes how GS1 barcodes and identification keys should be used.

14. Click on Update Items button.
    
    

15. All the selected items will be updated successfully. 

    If you click on Update Items before apply the modification, you will get an alert message - "Changes in Edit information is not applied to items. Please confirm?". So you have to apply the modification before update items. 

    Impact of Update Pending Sales/Transfer Order Rate

    The checkbox Update Pending Sales/Transfer Order Rate allows the pricing changes in any items to be reflected in all Sales Orders and Transfer Orders containing those items and not completed or delivered yet.