Item Master in Marg ERP Software is used for the creation of an item. It is necessary to create items to maintain the stock in the software.

• Go to Masters > Inventory Master > Item Master. Press Enter.

• An Items window will appear.

• The user will press F2 key on it to create new item.

• A New Product window will appear.

• The user will feed all the necessary details as per the requirement.

a) Status: If an item is continued for billing then select ‘Continue’, otherwise select ‘Close’.

Suppose, selects ‘Continue’.

b) Type: If an item is being used for billing then select ‘Normal’, otherwise select ‘Prohibited’. Suppose, select ‘Normal’.

c) Hide: If there is need to hide this item then select ‘Yes’, otherwise select ‘No’. Suppose, select ‘No’.

d) Code: Enter the item code beside the code option. Suppose, Enter 9038.

e) Product: The user will mention the name of the item as per the requirement. Suppose, Enter ‘Amifru 40’.

Unit: Enter the unit name beside the unit option. Suppose, mention ‘PCS’.

f) Decimal: If loose qty needs to be sold then select ‘Yes’, otherwise select ‘No’

Suppose, select ‘No’.

g) Fast Search: Enter the code by which user can search this item at the time of billing.

h) Color Type: Select the desired color for item classification. Suppose, selects ‘Normal’.

i) Item Type: Select the desired type for item.

Suppose, select ‘Normal’.

j) Company: The user can select the company of the product by select ‘No’ from the drop down.

• A Company window will appear in which the user will select company and press Enter on it. Suppose, select ‘Glaxo India limited’.

k) Salt: The user can select the salt of the product by select ‘No’ from the drop down.

• A Select Salt window will appear in which the user will select salt and press Enter on it. Suppose, selects ‘Crocin’.

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l) HSN/SAC: The user can select the HSN of the product by select ‘No’ from the drop down.

• A Select HSN/SAC window will appear in which the user will select HSN and press Enter on it. Suppose, selects ‘98765424’.

j) Local: Select whether the item is taxable, tax paid or exempted.

• (i) Taxable- Taxable option is used when tax is to be applied on any saleable good. Suppose, the item of Rs.100 and user has to give 5% tax on it. So when this item is sold, the amount will be Rs. 105 i.e. Rs. 100 bill amount + Rs. 5 tax. So, tax % is excluded in sale bill.

• (ii) Tax Paid- Tax% is included in Tax Paid. Suppose, bill is of Rs 100 and 5% tax is included in the bill i.e. Rs 95 is the value of goods of 5% tax and Rs. 100 is the total bill amount.

• Exempted- Exempted means tax free, which means customer doesn’t have to pay tax in this. Suppose, select ‘Taxable’.

k) Central- If the item is on sale from one state to another state then select ‘Taxable’ otherwise select ‘Exempted’.

• Suppose, select ‘Taxable’.

l) Cost/PCS- Cost will be automatically generated when the purchase is generated.

m) Conversion Box- Enter conversion of the item like ml, kg, gms, pcs, pkt etc.

• Suppose, in pharma trade a box has '10' strips so enter “10”.

n) Conv. Case- Enter the number of strips in one box.

• Suppose, there are 10 tablets in 1 strip, so enter 10.

o) Minimum Qty - The user will enter the minimum quantity that should be available of an item.

• Suppose, enter “10”.

p) Maximum Qty - The user will enter the maximum quantity that should be available of an item.

r) Reorder Qty- Enter the quantity which the user wants to reorder after generation of order of any item when its quantity is low.

• Suppose, mention '10'.

s) Volume Discount - Enter the percentage discount to add for this item.

t) Discount - The user will set whether to apply discount or no discount or no scheme or no disc + scheme as per the requirement.

u) Item Discount- Enter the percent discount for this item.

• Suppose, enter “2”.

v) Special Disc - Special discount is given when any party purchases goods in bulk.

To give special discount of 5% to any party on the purchase of 1000 qty, set 5% in special discount and enter “1000” in ‘On Quantity’.

w) Maximum Discount % - Enter the maximum discount % to give on this item.

x) Purchase Discount- Define the percentage discount the user will get on the purchase of this item.

y) F6 Rate plus minus Effect- This option is used when the user wants to sale this item on discount or wants to charge extra amount on its sale actual rate to a party.

• Suppose, set ‘Yes’.

z) Free Scheme - Schemes are of 2 types i.e. Batch Wise and Master Wise.

Here “M” means ‘Master wise’ so the software is asking for free scheme & this option would not have appeared in case of batch wise.

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• Suppose, enter “10 + 1” i.e. on the purchase of 10 quantities, 1 quantity will be free.

a.a) Valid From- In this there are 7 options as follows:

• Full Scheme- Suppose, 1 strip is free with 10 quantities, then nothing will be free with 5 quantities as it is less than 10 quantities. Similarly, 1 packet will be free with 15 quantities and 2 packets with 20 quantities. Here, free quantity will be 1, 2, 3 i.e. whole numbers.

• Half Scheme- If 1 quantity is free with 10 quantities then 0.45 quantity will be free with 5 quantities i.e. software will set free quantity for less than 10 quantities as well. Similarly, software will apply free scheme of 0.82 quantity with 9 quantities.

• 1/3 Scheme- Suppose, a party has purchased 3 strips of crocin pain relief, then also free scheme will be applied.

• Qtr. Scheme- Suppose, the user has sold 2.5 quantities to the party, then also free scheme will be applicable.

• All Scheme- Suppose, the user is billing for just 1 strip to party then also free scheme will be applicable.

• Whole Scheme- Whole scheme means scheme will be cut on Odd Quantity as well.

• No Scheme- No Scheme means the user doesn’t want to give any scheme to the party.

• Suppose, select ‘Full Scheme’.

Enter the date that till when you want to keep this full scheme valid.

a.b) Minimum Margin- Enter how much margin the user wants from this product.

• Suppose, set 5%.

a.c) Discount Less- The user will enter the discount percentage to less on this item.

a.d) Manufacture F3 List - The user will enter the name of the manufacturer which has manufactured this item.

a.e) Narcotic - The user will set ‘Yes’ if this item is intoxicated else set ‘No’.

• Suppose, set ‘No’.

a.f) Schedule H -If there is less quantity of narco in this item, then set ‘Yes’ and if there is no quantity of narco in this item then set ‘No’.

• Suppose, set ‘No’.

a.g) Schedule H1- If this item comes under Schedule H1 then set ‘Yes’ else set ‘No’.

• Suppose, set ‘Yes’.

• After following the above steps, user needs to save the details by pressing "Ctrl+W" key.

• A Save Changes window will appear.

• The user will click on 'Yes' to save the details.