Item Property Settings

Item Property Settings

Purpose  

The Item Property Settings feature in TruePOS enables users to configure various item attributes centrally. This simplifies inventory and transaction management across multiple locations, reducing the need for repetitive updates in the Item Master.

Benefits  

  1. Centralized Management: Modify multiple item properties for specific branches in one screen.

  2. Time-Saving: Eliminate the need to edit properties for individual items manually.

  3. Location-Based Customization: Configure item settings differently for each branch based on local needs.

  4. Enhanced Inventory Control: Automatically manage reordering with Min/Max Quantity settings.

  5. Flexibility: Define item usage across sales, purchases, returns, tax inclusivity, and stock constraints.

Menu Access  

  • Navigate to Masters > Item > Item Property Setting.

Features and Functions  

1. Filter Items by Branch or Item  

  • By Branch: Use the branch dropdown to select the location for which you want to update item properties.

  • By Item: Search for specific items, and all associated branches will be displayed with their details.

 

 

2. Item Status  

  • Filter items as Active, Inactive, or All, based on the operational status.

 

 

3. Minimum and Maximum Quantities  

  • Min Qty: The minimum stock level for an item. For example, set 5 to ensure a reorder is triggered if the stock falls below this level.

  • Max Qty: The maximum allowable stock. For example, set 200 to cap inventory and display this value in the indent screen.

4. Sales and Purchase Control  

Enable or disable item visibility for:

  • Sales: Controls if the item can appear on the sales bill screen.

  • Purchase: Controls if the item is available on the purchase screen.

  • Sales Return: Controls item availability in sales returns.

  • Purchase Return: Controls item availability in purchase returns.

5. Allow Negative Stock  

  • Yes: Allows billing for items even when stock is zero or negative.

  • No: Prevents billing unless on-hand stock is available.

6. Tax Inclusion  

Specify whether the item price is Tax Inclusive or Exclusive.
Refer to Tax Inclusion & Exclusion for detailed calculations.

7. Store Pickup  

Enable or disable store pickup functionality for items used in online orders.

8. Search Options  

  • Use Item Code or Item Name search to locate and update specific items quickly.

9. Show Fields  

 

 

 

  • Customize the table view by selecting or deselecting fields in the Show Fields pop-up. Only enabled fields will be visible in the table.

  •         Margin Percentage: Enter the percentage to calculate selling price and MRP during purchases.

FAQs  

1. What happens if "Allow Negative" is enabled?  

Billing is allowed even if stock is zero, resulting in negative stock levels in reports.

2. How does Min/Max Qty affect indent generation?  

Indent calculates the required stock as Max Qty - Current Stock. For example, if Max Qty = 10 and Current Stock = 1, the indent will be for 9 units.

3. Can item properties be edited later?  

Yes, item properties can be updated anytime in the Item Property Settings screen.

4. Where can I view Min/Max Qty settings in reports?  

Check the Reorder Report under Reports > Inventory > Stock Replenishment. Contact support at truepos-support@gofrugal.com to enable this report if not available.

5. How can I update properties for multiple items simultaneously?  

Use the Location-wise Item Update Migration feature for bulk updates.

6. Is it possible to enable or disable multiple transaction types at once?  

Yes, use the Location-wise Item Update Migration feature to bulk-enable or disable Sales, Purchase, Sales Return, and Purchase Return settings.

7. Can I restrict an item entirely from all transactions in a branch?  

Yes, uncheck all transaction options (Sales, Purchase, Sales Return, Purchase Return) for the item in the Item Property Settings screen.

8. How does Store Pickup work?  

Enable this for items available for online orders to allow customers to pick them up at the store instead of opting for home delivery.

 

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