Master Configurations [HQ]
HQ – Master Configurations
The Master Configurations screen in HQ allows you to control which options or components are displayed or hidden in the system. This works similarly to the Manage Tab feature available in POS, enabling flexible UI control based on requirements.
To configure options using the Master Configurations screen:
Open HQ and navigate to Admin > Configuration > Masters.
Item Master Tab
The first tab is Item Master, where all options related to the Item Master are listed. From this tab, you can control the visibility and behavior of item master fields.
You can:
Enable individual options by selecting the checkbox under the Visible column
Mark fields as mandatory as required
Set default values for applicable fields
These settings help customize the Item Master screen to match your business requirements.
Selecting the checkbox next to Make All Attributes Visible will make all available options visible on the screen.
Use the Search box to enter the required keyword. The list will be filtered based on the entered keyword.
You can also set a default value for a selected option.
For example, to configure Expiry Date Format, set the default value to MM/DD/YY.
Click the drop-down list and select MM/DD/YY as the required format.
After completing all the changes, click Save Configuration to apply them.
Contact Master Tab
Next, navigate to the Contact Master tab to manage contact-related configuration options.
Steps:
Click the Contact Master tab.
Click the Choose Master drop-down list to select the required master.
Select the required master from the list. For example, choose Customer.
Select the required checkboxes under the Visible column to display the corresponding fields.
Click Save Configuration to save and apply the settings.
When you select a different Contact Master, the available options will change accordingly.
Verify the Effect of Master Configuration Changes
Follow the steps below to check the impact of changes made in Master Configuration:
Choose Customer as the Contact Master.
Under the Visible column, select the checkbox for Rep.
Click Save Configuration to apply the changes.
Once saved, the Rep field will be enabled and visible on the Customer Contact Master screen.
Open the Contact Master screen, then click the Customer tab.
You will now see the Rep option displayed along with its drop-down list.
Select the required Rep name from the list.
This is how you can use Master Configuration to control and customize master-level fields and settings.
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