Concept of Conversion Master and its usage in HQ.

Concept of Conversion Master and its usage in HQ.

Conversion is used to convert from one unit to another, like from Pieces to Box, from Pieces to Cartoon etc.

 

Benefit:

Suppose you purchase items in Box or Cartoons and Want to sell in Pieces or in Box/ cartoon or transfer the items into different units you want. This Conversion option will help you do that.

 

Please follow the steps to setup the Conversion Master.

Step 1: Go to MDM > Conversion Master > Item Conversion Master


 

Step 2: Click on Add to add a new conversion or click on Edit to update an old conversion master.

 

 

 

Step 3: Put the conversion name and click on Add Item to add items and put the details.

 

 

Step 4: Select the Attribute Type as ALL to do all types of transactions from the list.


 

Step 5: Click on Save button to save the settings.

 

 

To update the Item Conversion Price in Bulk do the following:

Step 1: Go to MDM > Conversion Master > Item Conversion Price Bulk Update.

 

 

Step 2: Select the desired outlet from the list.

 

 

Step 3: Select the Desired items from the list and click on Apply.


 

Note:
You will see all the conversions associated with the items.

 

 

Step 4: Click on the CSV Filter to bring up the Import CSV to filter Data windows and click on the Download Template button to download the template file.


 

Step 5: Prepare the template along with price and save the same.

 

 

Step 6: Browse the date and click on Open to load the data.


 

Step 7: Click on the Import button to import the data.

 

 

Step 8: Check the loaded data and click on Save & Send.


 

To see the Conversion List, follow the steps:

Step 1: Go to MDM > Conversion Master > Conversion List

 

 

You can see the report with all the conversions.

 

Conclusion:
Using the Conversion options, we can easily manage our Purchase, Sales, Transfer Ours and Purchase returns with different Conversion types. 


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