You are here : CRM > Sales Master > Sales Item Master : Product/Spare
This master adds and maintains an extensive collection of Products and Spares offered by your Company along with their Rates and other details.
Each Product/Spares is recognized by separate references for sales and internal purposes. Sales Item Code is used exclusively by the Sales department for pre-sales/sales related activities and invoicing of an Item. Internal Item Code of an Item is referred in all manufacturing related activities. This master allows to establish a link between these two areas by associating a Sales Item Code with its respective Internal Item Code.
Please note that -
It may happen that an Item is sold in a particular Unit of Measurement but is manufactured in a different one. This master establishes a link between two difference Unit of Measurements by maintaining their respective conversion factors.
Sales Items can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
To 'Add' a Sales Item, click on the button and to 'Edit', click on the icon on its corresponding record. To view details of a particular Sales Item, <DoubleClick> on that record. As a result, following screen will be displayed -
You may recall that we defined the Mountain Bicycle in Item Master of Engineering Module. Now since this item is a salable product, it should be defined here in Sales Item Master as well.
You can 'Add' or 'Edit' a Sales Item but you can not 'Delete' it. Although a Sales Item can be deactivated through Activate/De-activate Master option in Administrator Tools Module.
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While 'Adding' a new Sales Item, enter a unique code of the Item. This is the Code by which this new Item will be referred throughout IMMS. Press <TAB>. The system checks that the entered Item Code does not already exist.
In case of 'Edit' and 'View', Sales Item Code will be displayed automatically for the selected record. It can not be changed.
Please note that a Sales Item can not be edited if it has been deactivated through Activate/De-Activate Master option of Administrator Tools Module.
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While 'Adding' a new Sales Item, enter the detail description for the Item Code. This name will be displayed along with the Item Code throughout IMMS. Alternatively, you can also copy the text in 'Internal Item Description' field and paste here.
In case of 'Edit' and 'View', Description of the Sales Item will be displayed automatically as per the selected Sales Item. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, enter the detailed Description about the Sales Item if any.
In case of 'Edit' and 'View', Sales Item Detail Description for the selected Sales Item will be displayed automatically. You can change it in 'Edit' mode.
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IMMS allows to make a Group of similar Items. Specify the Group of Item to which the Sales Item belongs to. There can be multiple Sales Item under a Model.
While 'Adding' a new Sales Item, click on the field to access a list of Model Numbers defined through Codes Master Entry (Code Type = 'SIMOD') in Administrator Tools Module. Select your desired Model No from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Model No.
In case of 'Edit' and 'View', Model Number will be displayed automatically as per the selected Sales Item Code. You can not change it.
Automatically displays the name of the selected Model No for your reference. It can not be changed.
Specifies the Internal Item Code of the Sales Item. Please note that IMMS allows to link one Internal Item Code to multiple Sales Items.
While 'Adding' a new Sales Item, specify its Internal Code. Click on the icon on the field to access a list of already existing Internal Item Codes defined through Item Master Basic Detail - Entry option of Materials Module. Select your desired Item from the list by scrolling down to it and click on 'Continue' button.
Please note that only those Internal Items will be displayed/accepted that have their Nature selected as 'salable' through Class/Sub-Class Master option of Administrator Tools Module.
In case the selected Internal Code is already linked with some other Sales Item, the system will show an appropriate warning message along with a report. Further the system will ask the user to confirm whether to proceed with the same Internal Code or not. Click 'Yes' button, if you want to map the selected Internal Code with the Sales Item even if it has already been mapped with some other Sales Item. Click on 'No' button to stop going further. As a result, the control will go back to the Internal Code field and you can select another appropriate Internal Code.
In case of 'Edit' and 'View', Internal Item Code of the selected Sales Item will be displayed automatically. You can change it in 'Edit' mode.
Description of the selected Internal Item Code will be displayed automatically. You can not change it but you can copy the text and paste it in 'Sales Item Desc.' field.
Internal Unit of Measurement of the selected Internal Item Code will be displayed automatically as entered through Item Master Basic Detail - Entry option of Materials Module. You can not change it.
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While 'Adding' a new Sales Item, enter the Conversion Factor for Unit Of Measurement of Sales.
In case of 'Edit' and 'View', Conversion Factor will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, specify the Unit of Measurement of Item for Sale purpose. A Sales Unit of Measurement may or may not be same as Internal Unit of Measurement. Click on the field to access a list of Unit Of Measurement defined through Codes Master Entry (Code Type = 'UM') in Administrator Tools Module. Select your desired UOM from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the UOM.
In case of 'Edit' and 'View', Sales Unit of Measurement will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
Specify the Type of Sales Item.
While 'Adding' a new Sales Item, select its Type by choosing appropriate option from the given popup. IMMS allows to select one of the following types -
In case of 'Edit' and 'View', Type of Item will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
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While 'Adding' a new Sales Item, enter the number of days needed for the Delivery of the Item.
In case of 'Edit' and 'View', Delivery Time will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
While 'Adding' a new Sales Item, enter the Price of the Item including the excise amount as provided by the Government of India. While creating Sales Invoice, Assessable Amount (Assessable Rate * Invoice Qty) is also displayed along with the Invoice Amount. Tax would be calculated on the bigger Amount.
In case of 'Edit' and 'View', Assessable Rate will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
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While 'Adding' a new Sales Item, specify its HSN Number as provided by the Government of India. Click on the field to access a list of already existing HSN Codes defined through HSN Code Master option of Administrator Tools Module. Select your desired HSN Code from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the HSN Code. The system will check that a valid HSN Code has been entered.
In case of 'Edit' and 'View', HSN Number will be displayed automatically as per the selected Sales Item Code. You can change it in 'Edit' mode.
Click on button to continue.
A grid to provide information related to Currencies in which the selected Sales Item is sold and discounts offered on it is displayed as shown below -
While 'Adding' a new Sales Item, this grid is displayed as blank. You can start entering the Currencies in which the Sales Item is sold as well as the discounts offered on it.
In case of 'Edit' and 'View', the grid will be populated and displayed with the Currencies and other information already specified for the selected Sales Item.
IMMS allows to specify multiple Currencies in which an Item may be sold.
Click on button to enter new Currency. As a result, a new row will added in the end of the grid.
Field Description of the grid -
Action Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Action
Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Currency Code:
Specify the currency in which the Item is sold. Click on the field to access a list of already existing Currencies defined through Currency Master of Administrator Tools Module. Select your desired Currency from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Currency .
Price / SUOM:
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Click on the field. Enter the Price of the Sales Items in terms of its Sales Unit of Measurement. Press <TAB>.
Discount Type:
Clickon the field. Specify the Type of Discount offered on the Sales Item. Select 'None', 'Percentage' or 'Value' from the given popup to specify the Type of Discount. Press <TAB>.
Discount Amount:
In case of 'Percentage' or 'Value', enter the percentage or value of Discount in the selected Currency. In case of 'None', this field will be disabled.
Discounted Price / SUOM:
Discounted Price of the Item in Sales Unit of Measurement will be automatically calculated and displayed by deducting the Discount from the Price. The Discounted Price will be in the selected Currency.
Following grid stores information related to Standards that should be met for the selected Sales Item -
While 'Adding' a new Sales Item, this grid is displayed as blank. You can start entering the data.
In case of 'Edit' and 'View', this grid will be populated and displayed with Standards that have been previously specified for the Sales Item.
Click on button to enter new details. As a result, a new row will added in the end of the grid.
Action Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record. Index: Automatically generated sequence number. Definition: (Type: Alphanumeric, Length: 40) Click on the field. Now enter the description of the Standard. Press <TAB>. Value: (Type: Alphanumeric, Length: 40) Click on the field. Now enter the Value of the Standard that should be met. Press <TAB>.
Index:
Automatically generated sequence number.
Definition:
(Type: Alphanumeric, Length: 40)
Click on the field. Now enter the description of the Standard. Press <TAB>.
Value:
Click on the field. Now enter the Value of the Standard that should be met. Press <TAB>.
IMMS allows to store information related to Mile Stones that have to be achieved for the selected Sales Item. There are a total of 10 Mile Stones that can be saved.
Specify the Industry Segment in which the Sales Item is used.
Click on the field to access a list of already existing Usage Codes defined through Codes Master Entry (Code Type = 'UI') option of Administrator Tools Module. Select your desired Usage from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Usage.
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Enter the first Mile Stone that should be achieved for the Sales Item. You can keep it blank if there is no Mile Stone.
Click on button to enter new Milestone. As a result, new field will be displayed to enter next Milestone.
Please note that you can enter maximum of 10 Milestones.
This option allows to mention the Optional Items if any associated with the selected Sales Item.
Click on the field. As a result, a list of all Optional Items existing in the Product Structure of the selected Sales Item will be displayed as follows -
Click on the small white box to select or de-select an Optional Item. You can select multiple Optional Items in the same fashion.
While 'Adding' a new Sales Item, all the check boxes of the Optional Items will be displayed as blank.
In case of 'Edit' and 'View', check boxes of the Optional Items belonging to the selected Sales Item will be displayed as selected. You can change in 'Edit' mode.
Once you have entered all the information related to the Sales Item, click on 'Save' icon to save it or 'Cancel' to discard. The control will go back to the list.