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


 3.By Item: Search for specific items by "Item name" & "item code", and all associated branches will be displayed with their details.
 
4. In "Item Property Settings" we can configure couple of settings to the item , To proceed click on "Show Fields" which will be listed if that column you can enable it.
  • Customize the table view by selecting or deselecting fields in the Show Fields pop-up. Only enabled fields will be visible in the table.
        


5. 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.Rack No – Defined to identify the specific rack location where the item is physically stored in the warehouse or store.

9.Shelf No – Defined to specify the exact shelf position of the item for easy locating and inventory management.

10.Box No – Defined to track the box or package number in which the item is stored or dispatched.

11.Margin Perc % – Defined to record the profit margin percentage applicable to the item for pricing and profitability analysis. 
 

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.

 9.How to view the minimum and maximum quantity configured in Item Property Settings through reports?
Ans:To view the minimum and maximum quantity configured for items, navigate to:Reports → Inventory → Stock Replenishment → Location-wise Item Property Report.This report displays the min and max quantity values configured in the Item Property Settings.

Note:Please contact the support team to enable this report for your account if it is not available.

10.The mapped details configured in Item Property Settings can be verified through the Location Wise Item Property Report available under: 

Reports → Inventory → Stock Replenishment → Location Wise Item Property Report.

Reports ->Master ->Item Property Setting Report

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