Process to Create Item in Supermarket Trade Setup in MargBooks

• Go to Dashboard > Master > Inventory Master.
• Click on Item or '+' Icon to Create Item.

• Click on 'Create' button or Press 'F2' key.

• User will enter the item name in the Product field under the Basic Info section and Press 'Enter' key.

Note: In MargBooks, users can quickly create an item by filling in only the mandatory fields marked with a red asterisk (*) and clicking the Save button.

• Packing:- Specify the item's packing details, if applicable.
• Unit 1st:- Select the primary unit of measurement for the item (e.g., PCS, Box, Kg, Ltr).
• Unit in Decimal:- Choose Yes or No to allow or restrict decimal quantities during transactions.
• HSN/SAC:- Enter the applicable HSN/SAC code for GST compliance.
• Tax Category:- Select the appropriate tax category to apply the correct GST rate to the item.
• Company:- Select the company or brand associated with the item.

• M.R.P:- Enter the Maximum Retail Price (MRP) of the item.
• Purchase Rate:- Enter the purchase price of the item.
• Cost:- Enter the actual cost of the item for inventory valuation.
• Sale Rate:- Enter the selling price of the item.
• Free/Scheme:- Specify the free quantity or scheme applicable to the item, if any.
• Color Type:- Select the color type for the item, if applicable.

• User can merge the Advanced Info fields into concise.
• Discount:- Configure the discount applicability, item discount percentage, and maximum discount percentage for the item.
• Quantity:- Define the minimum quantity, maximum quantity, reorder days, opening stock, and reorder quantity for effective inventory management.
• Other Info:- Set the minimum margin percentage, prohibited status, visibility, manufacturer (MFR) name, and upload an item image, if required.

• After entering all the required details, click "Save" or Press "F10".

• 'Record Saved Succesfully' Message will appear.
• A confirmation window will appear asking whether to add an opening balance. Click 'Yes' to enter the opening balance or 'No' to save the item without adding it.

• The following window will open, where User can enter the item's opening balance and related details, such as MRP, Purchase Rate, Cost, and Sale Rate and Click on 'Save'.

• User can view the Created item in the Item list.

After Following the above mentioned Steps user can Create Item in Supermarket Trade Setup in MargBooks.