Item Master Creation in Shoper 9 | | Tally.NET Services | Tally TDL | Tally Synchronization

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Item Master Creation in Shoper 9

January 2010


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Objectives

Prerequisites for item master creation

Procedure of item master creation

Demo of item master creation


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Role of item master

In Shoper 9, item master:

Is one of the catalogues

Contains all the details related to each SKU defined for the business


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Prerequisites

Before starting with item master creation, you need to make certain

entries in the following catalogues:

General Lookup: Related lookup information on items under respectivecategories, for example, Product and Brand

Vendor: Related vendor details

Tax: Related sales tax structure applicable for different category of items

Item Classification: Required classification of items by specifying theProduct and Brand combination


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Prerequisites

The configuration of the following system parameters have an

impact on item master creation:

User Assigned Stock Number under the category Item Classification: Todecide whether the stock numbers are user assigned or system generated

Image ID Applicable in Item Master under the category Item Master: Toassociate items with images

Shoper Image FilePath under the category Item Master: To specify the pathwhere the images are stored


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Procedure

Steps to create item master:

Select the option Item Master from Shoper 9 (HO/POS) menu

Select the Add option from the Item Master Entry window

Each Tab wise explanation of Item Master Entry window is given in the

following slides.

Note: In the case of Chain Stores, the Head Office creates the item

master and then distributes it to the entire chain.


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View Tab

There are two data entry formats available for capturing the item

details:

Classic View: To accept details of a single item

Grid View: To accept details of one or multiple items



View Tab

Unselected fields: Fields that are not selected for data entry

Selected fields: Fields that are selected for data entry

Save field selections: To save the selections you made



Common Fields Tab

Common Fields: Select the fields you want to treat as common fields

Common Field Data: Enter data for the common fields

Save Common Field Data: To save the common data you have entered



Item details Tab

Item details grid with item details displayed.

Note: The display of the item details grid varies according to the Classic View orGrid View.

No. of columns to be frozen: Enter the number of columns at the left end to be

visible in the grid. Value can be between zero and six.



Item details Tab

From the Item details Tab:

Press F1: To display the list of shortcut keys used for Item master entry

Press F2 on fields: To select any field value from the Select Codes window

Notes:

1. If the item details are available in MS-Excel sheet, with the same order of thefields, then the entire data can be copied and pasted into the Item details grid.

2. Item master can also be created byImportoption andPT file loading.



Item Master Editing/ Deleting

Select the Edit option from the Item Master Entry window.

There are only two Tabs; View and Item Details for edit.

Functionality ofView Tab is same as in Add option. You can make the required

modifications in the Edit mode.

In the Item details Tab, you can apply Data Filter (No Filter and Apply Filter)and Replace Data.

Delete option helps to delete any unwanted item details, provided the same is

not used in any of the transactions.



Importance of Proper Item Master Creation

Proper Item Master creation is one of the key activities for generating

right reports which eventually help in analysing the business.



Questions & Answers


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