Item Master
Purpose:
Item (also known as Product, Part, Article and SKU - Stock Keeping Unit) refers to the name of the service or a thing which is produced or served. The term "Item Master" constitutes an item database where we can define the features and properties of each and every item which is sold to the end customer.
Item Category & Purpose of category Creation
Item Category helps in grouping and classifying items based on their type or purpose.
-> To Differentiate a group of items having similar features.
-> To get the details of which category item is most selling.
-> Useful in reporting, pricing, and applying offers or discounts category-wise. For more information refer - https://help.true-pos.com/Item-Category-1.html
Item category Value and its purpose:
Item Category Value is more or less like sub category which belongs to the Base category.
To Create Category Values in Truepos, Refer the link https://help.true-pos.com/Item-Category-Value.html.
What is product type?
Product type is a group of products which fulfill a similar need for a market segment or market as a whole.
Product type supported by TruePOS and difference between them:
In Accordance to retail market, Truepos supports 4 types of Product type
1) Standard items - Standard Item is a simple item (product) where we don't have any classifications. Standard Item will be used in supermarkets or departmental stores
Example-Common item like a pen, a pack of biscuit
2) Serialized items - Serialized items are those that have their unique code, one serialized item will not be same from the other.
Example-Electronic gadgets where in each item is unique and differentiated by unique serial no.
To set the serial number for the Item refer the given document- https://help.true-pos.com/How-to-set-the-Serial-number-for-Serialized-item.html
3) Service component -Service Component items means items that are used for providing services to the consumer i.e. repair, maintenance, packing, servicing, grooming etc
Example-sticking scratch card for a phone
4) Gift Voucher-
In the Item Master screen, the Gift Voucher option is used to classify the item as a gift voucher product.
When enabled, this setting treats the item as a Gift Voucher instead of a regular product. It ensures the item behaves accordingly in transaction and reporting screens.This feature comes as a custom license. If you wish to use this feature, please reach out to retaileasycloud-support@gofrugal.com. For more information refer https://help.true-pos.com/Gift-Voucher-Creation-and-Redemption.html
Different ways in which items can be created:
a) Via Item migration - This process can be followed if you need to import bulk items in the software. We have all the facilities to update each and every details for bulk item import. Refer the link to import items in bulk Item master migration.
b) Via Item Master Menu - This process can be followed if you need to update each item manually one after the other. This will be convenient only if you want to add 2, 3 items and for editing the existing properties of items. Refer the below steps for Creating new items via Item master menu.
1. Go To Master -> Item -> Item.
2. Click on the "New item" Button for creating a new item
Fields to be filled in Item master
In Truepos, for Item master screen some fields enabled by default. Among the default fields, some are mandatory to be filled up and some of them are optional. Apart from the default fields provided in the Item master, you can enable more fields in case if you need to provide more input for items for your business needs, then you can enable additional fields via master configuration menu,
Refer the link Master Configuration to enable more optional fields in Item Master.
On the General Tab,
* UPC/EAN code:
-> In the world of retail sales there are primarily two barcode formats used, UPC and EAN. The UPC format (as shown below) is 12 digits while the EAN is 13. Ean is 13 digit, upc is 12 digit. UPC or EAN are part of a barcode. They are unique identifiers for products. These codes are printed on most consumer goods, like electronics, clothing, accessories and other physical merchandise. UPC/EAN codes help in distinguishing one product form others. These numbers are unique identification marks. For more info, refer https://help.true-pos.com/EAN-CODE-ENTRY.html
-> Mainly used for scanning of trade items from the software so the check out process can be done quicker
-> Eliminate the need to enter product manually in sales
-> Eliminates human error while data processing
* Item name (Mandatory) - Item name is a unique name provided to each and every item you sell. It is mandatory to provide name to differentiate each and every item.
* Description - Enter detailed information or specifications about the item to help identify and describe the product clearly for internal and external reference.
* Short Name - Mention the short name for the product.
* MFR Part Name -
A Manufacturer Part Number (MPN) is a unique alphanumeric code assigned by a manufacturer to identify a specific product or component. It's used for inventory management, ordering and Tracking.
An MPN identifies the item as belonging to and originating from that one manufacturer. Each item the manufacturer makes has a different MPN. If two components come from different manufacturers, they will have different MPNs. This allows businesses to identify which company made the item. This will be displayed in EAN / UPC screen, if the Show Item Part No config is enabled in Business configuration.
* Alias code - Alias Code is an alternate code assigned to an item for easier identification or internal reference.
If the "Enable alias code search for item" configuration is enabled in Business Configuration, users can search and find items using the alias code in transaction or search item.
It is a unique identifier for a product to record the stock quantity for the item (among other attributes). The retailer has the freedom to create their own SKU codes and incorporate them in the inventory system without having to adhere to a larger tracking scheme or global standard.
* Brand - A brand is a product, service, or concept that is publicly distinguished from other products, services, or concepts so that it can be easily communicated and usually marketed. A brand name is the name of the distinctive product, service, or concept. Adding brand name to the items, will help you organize the item and get the output of top selling brands. Refer the link Brand to create and maintain Brand in Truepos
* Supplier - Specify the supplier of the item. When making inward for the item against the mapped supplier, the cost price will automatically be considered as the price given in Price list. If the item is supplied by multiple supplier, it can specified in supplier vs item module. Refer the link Supplier Vs Item to map items to multiple supplier. If you click on the "Add new supplier" below the supplier field, it will redirect to add new suppliers.
* Internal Transfer price - The transfer price provided here will be take while transferring the item to other inter branches.
* Item open Type - Choose if the item is normal, open item, or Non open item. An Open Item is an empty product listing that allows you to enter a custom name and price for special orders. Refer the link Open-Item to know about open item.
* EDMS Code: Enter the SKU code or system reference code.
* Product type - ( Product type once specified cannot be changed)
-> Standard: A General Item. Products other than serialized will come under standard product ex: a pen, bottle etc.
-> Serialized: A unique item which has its own unique no. Ex: Electronic devices, mobile phones which has IMEI no.
Serialized item is defined as 2 categories which should be selected under No of serial fields
-> 1. System generated Serial Number Only : The system will automatically generate the serial number
-> 2[System generated and User defined] : The user should type the Serial Number manually and 1 system generated serial number.
-> 3[System generated and User defined] : 2 user defined & 1 system generated serial number.
-> 4 [System generated and User defined] : 3 user defined & 1 system generated serial number.
Service component: Its a type of service done against the product. Ex: sticking scratch card for a phone
* Cost Price (Mandatory) - Cost price (purchase price) of the item. In Inward screens i.e (purchase invoice,purchase order,etc..) Based on the cost price, amount will be calculated.
* Landing Cost (Mandatory) - The cost at which the item arrives to the store for sales. This cost will include cost price + freight and other charges.
* Selling Price (Mandatory) - Price at which the item is sold. In outward screens,i.e (Sales bill, Sales Order, Sales Quotation) Based on the Selling price amount will be calculated.
* MRP (Mandatory) - Maximum retail price of the item.
* DTP: Enter the Distributor Transfer Price.
* Internal Transfer Price: Price used for internal stock transfers between branches.
* Minimum Sell Price (MSP) : Specify the lowest allowed selling price. For more information, refer MSP help document.
* Allow Unit: Specify whether units of measure are allowed (Yes/No).
* Focus Product: Focus products are usually high-selling or frequently billed items. Select Yes/ No in dropdown. Currently not used in Truepos.
* Loading %: Enter the loading percentage to calculate transfer price.
These options help calculate the selling price of an item by adding extra amounts or percentages to the base cost. In Supplier Vs Item ,Loading mode field will be displayed. In business configuration, Loading Mode Capture in Supplier vs Items should be enabled.
* Loading Mode: Determines how the extra amount (loading) is added to the cost for pricing.
There are 2 types:
1. Floating Margin:Add a percentage-based margin over the cost price.
Example: If cost is ₹100 and margin is 20%, then price = ₹120.
2. Markup on DTP- Distributor markup is when distributors raise the selling price of their products in order to cover their own costs and make a profit. Add a fixed percentage over the Distributor Transfer Price (DTP).
Example: If DTP is ₹80 and markup is 25%, then price = ₹100.
* Loading Amount: Enter the fixed or calculated loading amount.
Example: If cost is ₹100 and loading is ₹10, then price = ₹110.
* Allow Exchange: Indicate if the item is eligible for exchange (Yes/No).
* Status: Choose the current status of the item (Active/Inactive).
* Store pickup (Mandatory) - If the item need to be pickup from the store. Ex: milk, juice and other essential items. Select Yes or No.
* Sales Margin % - You can set sales margin in order to set a definite and minimum margin % for sales
->Sales margin in item master is calculated based on cost price and affects the selling price and MRP in Inward
->Example: cost price is 500 and sales margin is 2%
Then the selling price will be calculated as
500*2/100=10
Selling price=510
Mrp=510
-> The percentage(%) is increasing from Cost price as what we give in Sales Margin %. While selling those item in sales bill, for that particular stock batch, the selling price will be % margin of cost price.
On the Taxes Tab,
The Taxes tab is visible only if the domain is configured with VAT or Both (GST and VAT) as the tax type. If the domain is set to GST only, this tab will not be displayed.
In VAT-type domains, tax percentages may vary by area. To apply appropriate tax rates, you must first create tax entries in the Tax Master screen. For more details, refer to: https://help.true-pos.com/Tax.html
Note:
The fields mentioned below will appear in the Item Master only if the domain configured with VAT or Both GST and VAT tax type in Add-on Services screen.
For more information, refer the https://help.true-pos.com/Taxes-Configurations.html this document.
Tax Commodity: Selects the applicable commodity classification for tax purposes.
Tax inclusive - Set the tax inclusive as "No" if tax is calculated additionally against the rate. For example: If the price of product is Rs 200 exclusive and GST rate is 5%, then customer needs to pay Rs 210 as the price is exclusive of taxes
Set the tax inclusive as "Yes" then the rate includes tax amount. For example: if the price of Product is Rs 200 inclusive and GST rate is 5%, then the customer needs to pay Rs 200 as the price is inclusive of taxes. Refer the link for more information- https://help.true-pos.com/Setting-Tax-inclusive-and-Exclusive.html
Sales Tax: Selects the default sales tax percentage applicable to the item. In Dropdown, whatever you created in Tax master against the Tax type will be displayed. For Eg: 5%-ST , 12%ST , etc..To create Sales tax percentage for VAT Item, refer- https://help.true-pos.com/Tax.html
Purchase Tax: Selects the applicable purchase tax rate.
Service Tax%: Sets the percentage of service tax applicable.In Business config, Enable Service Related Tax checkbox should be enabled.
Dual VAT%: Allows setting a secondary VAT percentage if applicable.
Dual Serv%: Sets an additional service tax percentage.
Higher Edu Cess%: Selects the higher education cess percentage applicable. In Business config, Enable Service Related Tax checkbox should be enabled.
Edu Cess%: Selects the education cess percentage applicable. In Business config, Enable Service Related Tax checkbox should be enabled.
CST with CForm%: Sets CST rate applicable when C Form is provided.
CST without CForm%: Sets CST rate applicable when C Form is not provided.
Additional Tax%: Specifies any additional tax percentage. Enable Additional VAT configuration should be enabled in business configuration screen.
Excise Duty%: Sets the excise duty percentage for the item.
On the Sales Tab,
* Batch/ Expiry details - Specify if you need to provide the expiry date for the items in inward screen.
If it is set as Mandatory - It will not allow to proceed inward transaction without providing expiry date. To display batch numbers in transaction screens, enable the "Show Expiry Date" configuration in Tools --> Business Configuration.
If it is set as Optional - It will show a warning that expiry date not provided and you can determine whether to proceed further or not.
If it is set as Not required - It will allow to proceed without providing expiry date .
Note: The visibility of the Batch Number in transaction screens depends on the "Show Batch No" setting in Business Configuration. If this configuration is enabled, the Batch Number field will be displayed in relevant transaction screens.
* Batch Confirmation - Specify if you need to provide the batch no for the items in inward screen.
If it is set as Mandatory - It will not allow to proceed inward transaction without providing Batch no. To display batch numbers in transaction screens, enable the "Show Batch Number" configuration in Tools --> Business Configuration.
If it is set as Optional - It will show a warning that batch no not provided and you can determine whether to proceed further or not.
If it is set as Not required - It will allow to proceed without providing Batch no
* Allow Negative stock - If it is enabled, that item can be processed for sales bill even if there is no stock for that item, which, logically, is not the correct way to do sales. Hence Allow negative should be set as No for most of the cases.
Allow negative need to be set as Yes for service component items.
* Allow Buy Back: Enables or disables item eligibility for buyback. If Allow buy back was Yes, then refer- https://help.true-pos.com/Buy-Back.html
* Expiry Date format - If the Expiry/ Batch confirmation is set as optional/mandatory, then set the format in which the expiry date need to be displayed for the item. This format is applicable only for read-only. You cannot write the date as per the selected format.
Note: The visibility of the Expiry Date in transaction screens depends on the "Show Expiry Date" setting in Business Configuration. If this configuration is enabled,the Expiry Date field will be displayed in relevant transaction screens.
* Mfg Date format - If the manufacturing confirmation is set as optional/mandatory, then set the format in which the mfg date need to be displayed for the item. This format is applicable only for read-only. You cannot write the date as per the selected format. In Transaction screen only, you able to enter the date which selected date format. Like dd-mm-yyyy, mm-yyyy, etc..
Note: The visibility of the Mfg Date in transaction screens depends on the "Show Mfg Date" setting in Business Configuration. If this configuration is enabled,the Manufacturing Date field will be displayed in relevant transaction screens.
* Mfg Details: Indicates if manufacturing details are required for the item. Specify if you need to provide the manufacturing date for the items in inward screen.
If it is set as Mandatory - It will not allow to proceed inward transaction without providing Mfg Date. To display manufacturing date in transaction screens, enable the "Show Mfg Date" configuration in Tools --> Business Configuration.
If it is set as Optional - It will show a warning that Mfg Date not provided and you can determine whether to proceed further or not.
If it is set as Not required - It will allow to proceed without providing Mfg Date.
* Extra care warranty years: Select the Number of warranty years for extra care items.It extends the warranty period beyond the manufacturer warranty. For more information, refer https://help.true-pos.com/Extra-Care-Master.html
* Scanning Type: Defines whether manually enter barcode or scan EAN code/ barcode else both are used for scanning while doing transactions.
* No of decimals for fractional Qty - In case of Selling Fruits and vegetables in Kilo, grams etc., the no of decimals which can be provided in the item qty can be specified here. Ex: 25.50kg apple for sale. Maximum of upto 3 decimals can be set
* Sell By- Determines how the item is sold in transactions – either By Units or By Weights.
By Units: Choose this option if the item is sold as individual pieces or counts.
Example: Biscuits, chocolates, bottles – 1 Unit, 2 Units, etc.
By Weights: Choose this option if the item is sold based on weight by using a weighing machine.
Example: Fruits, vegetables, grains – 500 grams, 1 kg, etc.
This setting directly affects how the item appears and is billed on sales screens and other transaction screens.
* Is weighable - Indicates whether the item will be sold using a weighing scale.
Set to Yes if the item is sold by weight.
Set to No if sold by units.
Note: This field works only if the Enable Weighing Scale setting is enabled in Business Configuration.
* Weight: Enter the item’s actual weight in standard unit other than grams.
* Weight (in Grams): Defines item weight in grams.If you wish to specify manual weight of the item.Ex: Selling Fruits and vegetables in 250 gm. You can provide the weight of the item as 250 and sell 1 qty of 250gm fruit.
* Daily Audit: Enables daily tracking or auditing of the item. If set to "Yes", the item will be tracked in the daily stock audit process. Currently not used in TruePOS.
* Allow Loyalty: Enables or disables loyalty point earning on item purchase. You can specify if the item is applicable for loyalty or not. If it is set as Yes, then in sale bill, this item selling price will not be included for loyalty amount. So you can set it as either Yes or No.
* Gatekeeper Margin: Gate Keeper Margin is a retail term used to set a Fixed Margin level below which the margin should not drop i.e. the minimum expected 'net profit after tax' a retailer expects to make from the sale of goods or service. Sets gatekeeper-specific margin for the item.
* Loyalty Point: Sets the number of loyalty points given per unit.Selling this item contributes certain loyalty point which can be specified here. But Currently, this field will not be used.
* Item Discount%: Defines the default discount percentage applicable to the item.For Ex : By default, you wish to provide 10% discount to low selling products to increase sales. Note - The configuration “Auto load discount from Master” should be enabled from Business configuration.i.e It will provide Item level discount to be applied in sales.
* Ecommerce Return Policy: Specifies the return and cancellation policy for e-commerce sales. Options: Returnable, Cancellable, Returnable and Cancellable, or None.This can be mapped and it is available in E-commerce API.
* Return Period: Number of days allowed for item return after purchased from Ecommerce Platform.
On the Packing Tab,
Note: This feature will be visible in transaction screen only if the "Enable Packing" configuration should be enabled in Business Configuration.
* Base UOM: Defines the base unit of measurement for the item (e.g., Unit, Kg, Litre) which should be created in UOM master. More info: UOM vs Item Mapping
* Sub UOM: Indicates the smaller unit under the base UOM (e.g., Pieces if base is Box); requires UOM add-on.
* Base UOM Conversion Value: Represents the value of one base unit in terms of measurement (usually 1).
* Sub UOM Conversion Value: Represents how many sub-units are in one base unit (e.g., 1 Box = 100 Pieces, so value is 100).
* Preparation Status: Select the preparation status.
Bulk & Repack - https://help.true-pos.com/Bulk-and-repack.html
* Rack No: Specifies the rack location of the item in storage. This rack number field used in Manual Indent screen and stock update entry screen to sort the Item rack number wise.
* Unit Per Case: Sets the number of units available in one case.
* Volume Per Base Unit: Specifies the physical volume occupied by single base unit. It will not applicable for serialized items. For liquor vertical domain, this field was used in Split bill.For more info refer- https://help.true-pos.com/Splitbill-based-on-Quantity.html.
Below given fields are only for reference purpose.
* Width: Defines the item width in storage units.
* Grinding Per Kg: Indicates the amount of grinding loss per kilogram.
* Non MRP: Marks the item as Non-MRP applicable if selected.
* Selling Price Policy: Defines pricing strategy like Batch Master or Price Master or "Price/Batch master whichever is lower".
* Please select Sku Type: Indicates the SKU classification such as Put Away or Flow Through or DSD. This field used in Indent screen Advance filter.
* Repack Conversion (in Grams): Sets the repack quantity in grams.
* Shelf No: Specifies the shelf number for item placement.
* Length: Defines the item length in storage units.
* Height: Defines the item height in storage units.
* Barcode Manual: Enables manual barcode entry if set to Yes.
* Packing: Describes the item’s packing details (e.g. box, packet, etc.).
On the Category tab,
The categories created in Item category menu will be listed out. You can map the category values against the category corresponding to the items. If the dropdown is clicked, it will show the category values mapped with the category. You can map the corresponding category values. Refer the link Category to create Category and category values.
On the Barcode Rule,
Barcode rules determine the conditions in which the serial no will be entered in the software.
If the item was Serialized item, 2 [System Generated and User defined] or 3 [System Generated and User defined] or 4 [System Generated and User defined] based on the barcode rule condition only you able to enter the serial number in Inward screen.
* Barcode Search method - Once the value is set in item master with one of the following criteria : "Starts with" / "contains" / "Ends with" then during inward of stock, barcode number entry will allow based on whatever criteria is mapped for the item. For ex., if criteria is 'starts with' and allowed identifier is 'a' then during inward of stock, barcode must begin with character 'a'.
* Barcode Identifiers Character Type: Specifies the allowed character type in the identifier (Number or AlphaNumeric).
* Barcode Identifiers (comma separated): Specifies identifier prefixes or keywords used in barcodes, separated by commas.
* Barcode Max Length: Sets the maximum allowed length of the barcode. Ex : If max length is 9, software will not allow to enter serial no > than 9 characters.
* Barcode Min Length: Sets the minimum required length of the barcode.
On the Others Tab,
* Warranty (in Months)- Duration of the product warranty in months.
* Prod Rel-Product release code or reference (could be an internal code or external identifier).
* Year of Publication- Year when the item was published or released (useful for books, etc.).
* Barcode Config- The main purpose of this barcode generation method is to get a unique barcode for every item. Click the dropdown to select the Barcode configuration and in the Business Configuration 'Enable Barcode' is set to value 'Unicode'. For more info, refer https://help.true-pos.com/Itemwise-And-Piecewise-Barcode-Configuration.html.
* Service Duration- Duration (in months or days) the service is valid (for service-based products).This is for reference purpose.
* Show in Webstore- This field is used for the Ecommerce API. When Stock in Webstore is set to Yes, the item will be included in the Stock API (OnlineProducts) response.
If it is set to No, the Ecommerce API will not list the item, and it will show as no records available.
* Backend Margin %- Percentage of margin reserved at the backend, typically for internal accounting.It is the margin that you get from the party from whom you purchase the product. i.e the buy-side Margin.These margins are the ones you get through discounts/allowances, trade funding, listing fees, MDF etc from buyer side.
* License- Name or type of the license the product is distributed under (e.g., GPL, MIT).
* Platform- The platform on which the item runs or is used (e.g., Windows, Mac, Android).
* Comp. Part No- The compatible or original manufacturer part number.
* Item Category- Dropdown to select the appropriate item category for classification. Need to create Item Type in Order Setting---> Item Type master.
* EOL Date- End of license date of the product to notify the owner that the product cannot be sold further.
* Edition, year of publication, volume, author, no of pages - These details can be provided in case if you are owning a book stall and each book is considered as an item.
* Tax Slab- Dropdown to select applicable tax rate/slab. For more info refer - https://help.true-pos.com/TAX-slab.html
* Maintain Selling and MRP by- Option to specify how to maintain MRP (Maximum Retail Price) and selling price (e.g., multiple pricing models). In order to specify if same selling price and mrp need to be maintained for the item. Maintain Selling and MRP is used to maintain the price of the item in the batch wise or with updated price according to the purchased quantity and selling price.
Refer the link to know about maintain selling and mrp
* License Type-Type of license (e.g., Single User, Multi-User, Site License).
* Parent Prod-Parent product reference, if the item is a variant or component.
* Acc Integration, DMS integration, Sell Thru integration - These are all the integrations types provided exclusively for Apple stores as a part of commercial basis.
* SellThru Integration- Indicates whether SellThru integration is enabled (Yes/No).
* ACC Integration- Dropdown to specify whether ACC (Apple care protection) integration is enabled. This field used in apple care products. If the config enabled products only able to get the Product protection license. It was used for Unicorn customer. For more info refer- https://help.true-pos.com/ACC-Integration.html
* DMS Integration- Dropdown to specify whether DMS (Document Management System) integration is enabled.
* Service Applicable- Dropdown to indicate if service is applicable to the item (Yes/No).
On the GST Tab,
* GST Tax - Specify how much GST tax % is applied for the product as per Govt norms.
* HSN code - The main purpose of HSN is to classify goods from all over the World in a systematic and logical manner. This brings in a uniform classification of goods and facilitates international trade. Taxpayers whose turnover is above 1.5 crore are required to mention HSN code in invoice. It is a six digit code unique for each item.
* Purchase and sales Abatement - Abatement is a reduction in, or an exemption of, the level of taxation faced by an individual or company. Examples of an abatement include a tax decrease, a reduction in penalties or a rebate. If an individual or business overpays its taxes or receives a tax bill that is too high, it can request an abatement from the tax authorities.
* Extra Cess amount - Additional cess tax levied upon certain Demerit and luxury goods such as Alcohol, as per govt norms
* Purchase GST on & Sales GST on - By default, the GST should be based on Selling price and not MRP as per Govt norms.
* Tax Slab - Using Tax slab, you can make the items to have different GST tax percentage based on different range of selling price. Refer the link Tax Slab to create tax slab and map the same for the item
After filling out all the details, click on Save button.
On the Packing Tab,
Preparation status - This will determine how you want the item to be packed and sold. In order to support every retail Business, Truepos supports the following preparation types:
-> Trade As Is - General item which will be packed and sold as it is.
-> Repackage and Bulk - Bulk and Repack option allows to sell a bulk item into a number of smaller units called repacked items. Ex : Purchasing a 1kg rice and packing into smaller packs of 100gm and selling the same.
-> Assembly - Assembly allows you to prepare the item on premises. Ex : Milkshake prepared on premises as per customer request.
-> Kit - Kit involves preparation of an item with the help of 2 or more items prepared prior customer request. Ex: Cadbury celebrations box which comprises of 2 or more items prepared prior.
-> Ingredients - Ingredients are items which combines to make an assembly and kit items. Ex : If milkshake is an assembly item and Cadbury celebration is a kit item, then ingredient item for milkshake can be milk, sugar, cream. Ingredient item for cadbury celebrations will be 5 star, milky bar and other chocolates.
-> Parent and Child - Specify if the item is parent or child type item. Ex: If milkshake is parent, then child can be flavors like chocolate milkshake, mango milkshake etc. Currently, this concept is not used in Truepos.
-> Open Item - An Open Item is an empty product listing that allows you to enter a custom name and price for special orders. Refer the link Open item to know more about open item
Repack conversion(in grams) - In case of creating repack item, provide the repack conversion. Ex: If 1 kg is bulk item and 100gram is repack item, repack conversion will be 1000( 1kg = 1000gm)
On the Reorder Tab,
Min and Max Qty - Min and max qty is used for reorder of items. When enter the Min and Max quantity in Item master screen, it will be displayed in the Item Property setting screen.
FAQ
1) Edit an item: To edit an item, Go to Masters -> Item. There will be a small edit icon in right corner of every item, by clicking on to it, any item can be edited and updated.
2) To delete an item : In Truepos, an item cannot be deleted. It can only be changed status from active to inactive. Edit the item for which you want to change status and change the status field as "Inactive". If an item is inactive, it won't be visible in any of the screen. Make the stock as 0 for the item, before inactive the item
3) To search for an item : In item master, in right corner, below the add new item, there will be a search icon, it will allow you to filter and look for an item on the basis of item id, name, selling price, supplier, status
4) To add items in bulk : It can be done through Item master migration. Refer the link Item master migration to import bulk items.
5) To update items in Bulk : It can be done through Item update migration. Refer the link Item update migration to update bulk items.
6) To change cost price of an item : Cost price of an item can be updated only through Inward screens. You can define the cost price in Opening stock entry or purchase screens.
7) To change selling price and MRP : Refer the link Change selling to change the selling price and MRP for few items. For Bulk update of selling price and MRP, refer the link change selling location wise. For locationwise changing the selling price, refer the link change selling location wise
8) To view item details : Most of the item details can be viewed in Item master report( Reports -> Master -> Item master), apart from that, there are few other reports where common item details will be displayed such as : price list report, current stock branchwise report etc.
9) To specify which item should be included for sales, sale return purchase, purchase return, min quantity, max quantity branchwise, it can be done in item property settings menu( Master -> Item -> Item Property settings). Refer the help link Item property settings to change the item properties.
10) To change the product type: Product type of an item can only be defined intially, it cannot be changed or edited later. You have inactive the item and create a new item with different product type.
11) To configure an item to be sold at one branch and should not be sold at another branch: This can be done in item property settings where configuration can be done to choose items sold or purchased branch wise.
12)An item does not appear in sales bill or purchase :
* Item is inactive
* Item is not applicable for sales and purchase in Item property settings
To Clone the Item
1. Check the security configuration to see if the 'Copy' option is enabled for the Item Master under that user role.
2. Go to Master--> Item--> Item
3. Click Copy icon against the Item name.
4. When the product contains same category & same configuration then click the copy icon in Item master screen, then the details should be auto fetch & reflect in new screen, then update the Item name & if any other details need to edit then you can update & save the item.
5.Click Save.
Checkout this link to enable the more fields under item master menu as per the business need : https://help.true-pos.com/Master-Configuration.html
FAQ :
1) How to view Active and Inactive items in the Item Master screen?
Answer:
In the Item Master screen, you can filter and view items based on their status by selecting Active, Inactive, or Both.
If the configuration "Show Inactive Items in LOV" is enabled, you will also be able to see the item status directly in the List of Values (LOV), making it easier to identify active or inactive items.
2) How to update the GST% and other few related details related to the Item master in Bulk for Existing items?
Answer - You can update the same through Item Update Migration by going to Tools --> More --> Master Migration and for further steps refer the attaching the help document link : https://help.true-pos.com/Item-Update-Migration.html.
3) When i am getting the error "Record exists : field : name" then how can we find the existing item name?
Answer - You can search with the item name in the Item master itself as per the below screen shot.
4)When hit Stock API (OnlineProducts), No Records available found?
Answer- In Item Master screen, Show in Webstore field should be Yes.
5) Why is the error “Rate should not be less than MSP" shown when entering Sell Price in the Sales Bill screen?
Answer- This occurs because in Business Configuration, the setting "Validate rate against Minimum Selling Price (MSP)" is enabled.
As per this config, the Selling Price must be greater than or equal to the MSP defined in the Item Master screen.
6) Can an item be deleted in TruePOS? How do you mark an item as inactive?
In TruePOS, items cannot be deleted. Instead, you can change the status from Active to Inactive. Ensure that the stock level is zero before marking an item as inactive. Once inactive, the item will no longer be visible on any screens.
Steps to mark an item Inactive:
1.Edit the item.
2.Change the status field to Inactive.
7) In some transaction screens, why is the item not found when searching by item code?
Check if the configuration "Enable Alias Code Search for Item" is enabled in Business Configuration. If it's disabled, the system will not allow searching items using Item code.
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