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Billing/Inventory Module - Master

MASTER

Here this section will facilitate you to add new items, suppliers, companies and billing options,the list of charges of all tests for different tie up companies. One can add new rates for the newly added Tie-up company, edit or delete the rate of tie-up company. 

If you are using Billing module and want to add the new item into the system from the masters section, then choose Service in category dropdown options. 

While, if you are using Inventory Module and want to add a new item into the system from the master section, then choose Sales in Category DropDown options.

 

There are 4 masters are included in this section.

1. ITEM MASTER

Here are some steps to use this Item Master section:

  • Click on Item Master from Master Menu, It will show the list of items that are into the system.


  • You can also enter the keywords over the search bar to search the proper content

Add New Item:

  • Billing/Inventory Module >> Master>> Item Master >> Add New Item

  • You need to submit all the detailed information of the item, name , category, group, description status and its price.
  • Click on Save button to add the details into the system.

To Edit the Item Details:

  • Select an entry from the list.
  • Double click on the selected entry or press the “Edit” button on the menu, then it will open screen.
  • Change/ fill the details and the press “Save” button or press “ALT + S” to save the changes.

To Delete the Item Details:

  • Select an entry from the list.
  • Press the “Delete” button on the menu, or press “ALT + D” to delete the selection Estimate.

2. ITEM GROUP MASTER

Here are some steps to use this Item Group Master section:

  • Click on Item Group Master from Master Menu, It will show the list of item groups that are into the system.


  • You can also enter the keywords over the search bar to search the proper content

Add New Item:

  • Billing/Inventory Module >> Master>> Item Group Master >> Add New Item Group

  • You need to submit the Name of the Item Group and its Description
  • Click on Save button to add the details into the system.

To Edit the Item Group Master Details:

  • Select an entry from the list.
  • Double click on the selected entry or press the “Edit” button on the menu, then it will open screen.
  • Change/ fill the details and the press “Save” button or press “ALT + S” to save the changes.

To Delete the Item Group Master Details:

  • Select an entry from the list.
  • Press the “Delete” button on the menu, or press “ALT + D” to delete the selection Estimate.

3. SUPPLIER MASTER

Here are some steps to use this Supplier Master section:

  • Click on Supplier Master from Master Menu, It will show the list of Suppliers that are into the system.


  • You can also enter the keywords over the search bar to search the proper content

Add New Supplier :

  • Billing/Inventory Module >> Master>> Supplier  Master >> Add New Supplier

  • You need to submit the Name, address, city, state, contact number, email id etc
  • Click on Save button to add the details into the system.

To Edit the Supplier Master Details:

  • Select an entry from the list.
  • Double click on the selected entry or press the “Edit” button on the menu, then it will open screen.
  • Change/ fill the details and the press “Save” button or press “ALT + S” to save the changes.

To Delete the Supplier Master Details:

  • Select an entry from the list.
  • Press the “Delete” button on the menu, or press “ALT + D” to delete the selection Estimate.

4. COMPANY MASTER

Here are some steps to use this Company Master section:

  • Click on Company Master from Master Menu, It will show the list of Companies that are into the system.


  • You can also enter the keywords over the search bar to search the proper content

Add New Company:

  • Billing/Inventory Module >> Master>> Company Master >> Add New Company

  • You need to submit the Name, address, city, state, contact number, email id etc
  • Click on Save button to add the details into the system.

To Edit the Company Master Details:

  • Select an entry from the list.
  • Double click on the selected entry or press the “Edit” button on the menu, then it will open screen.
  • Change/ fill the details and the press “Save” button or press “ALT + S” to save the changes.

To Delete the Company Master Details:

  • Select an entry from the list.
  • Press the “Delete” button on the menu, or press “ALT + D” to delete the selection Estimate.
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