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Information - All are mandatory fields |
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Site Name | Name of the site to be created |
Short Code | Short Code is a short identification for the new site |
Organization Unit | The Organization unit to which this Organization site belongs |
Doc Id number | This is a GST related prefix added to all documents within the purview of GST. |
General Tab |
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Document Settings
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Term name | The sales term on which the transaction with this site will be based. |
Tax region | The tax region to which the site belongs. It is a mandatory field. |
Price List | The price list assigned to the site. |
Transporter | The transporter who will be carrying goods to and from the site |
Transit Days | The number of days it will take to transit the goods to HO from the site |
Default Stock Point |
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Issue | The stock point from which goods will be issued at the site by default unless another stock point is manually chosen in respective document. |
Receive | The stock point at which goods will be received for the site by default unless another stock point is manually chosen in respective document. |
Incoming Logistics |
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Logistics Applicable | This checkbox if selected makes logistic records must for transactions to the site. |
Gate Entry Applicable | This checkbox if selected makes gate entry records must for goods received at the site. |
Tax Information |
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GST Identification Number | This is the GST registration number of the Organization. |
GST State | The state for which the above GST Identification Number (GSTIN) is applicable. |
VAT No. | The VAT registration number of the Organization |
CST No. | The CST registration number of the Organization |
Stock Reservation |
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Reserve Inventory | This shows if it is necessary to reserve inventory for orders generated at this site. There are three (3) options for this field- Not Required; No inventory has to be reserved, as and when inventory is available orders from the site will be fulfilled. Optional; Inventory may be reserved as when required. Mandatory; Inventory has to be reserved for each order from the site.
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Default Pick List Rule | This field is enabled, only when the reserve inventory rule is either Optional or Mandatory. There are three (3) options for this field- Bin Sequence - The stock shall be reserved as per the sequence defined in the bin master. Max fit bin first - The bin having the maximum quantity required for an order shall be reserved first.
Note: This should be used when you want the picking operation to be efficient. Min fit bin first - The bin having the minimum quantity required for an order shall be reserved first.
Note: This should be used when you want to clear the less occupied bins.
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Outgoing Logistics |
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Logistics Applicable | If selected, this checkbox makes logistic records mandatory for transactions from the site to other sites. |
Communication Tab |
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Contact Information |
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Contact Person | The person responsible for the day to day management of the site. |
Address | The physical address of the site. |
Phone Number | The phone numbers operational at the site. |
Email | The Email of the Contact Person. |
Document Scheme |
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Available Numbering Schemes | By default all created numbering schemes are available to the sites. |
Assigned Numbering Schemes | This is basically empty in the beginning and can be filled by assigning the numbering schemes. |
User Defined Fields |
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This tab is for filling up the UDF values.
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