Master Data#

Master data is the foundation your day-to-day transactions depend on. Before you can create a sales order, you need an approved item and a customer; before you can receive goods, you need a supplier and a warehouse. Get the master data clean up front and the rest of the app runs smoothly.

What's in this section#

• Items — products, raw materials, components, and services
• Item Categories — the hierarchical classification of items
• Warehouses — physical and virtual storage locations
• Units of Measurement — how quantities are expressed (KG, NOS, MTR) and per-item conversions
• Bank Accounts — shared page covering organization, customer, and supplier bank accounts

Customers and suppliers are also master data, but they live in their owning modules:

• Customers — in the Sales module
• Suppliers — in the Purchase module

Setup order#

If you are setting up a new organization, work through master data in this order:

1. Units of Measurement — check the catalogue of units you will need (they are pre-seeded by Neriyam; no setup usually required)
2. Warehouses — at least one warehouse must exist before you can record stock
3. Item Categories — the hierarchy used to classify items
4. Items — with tax codes, stock UOMs, and categories
5. Customers and Suppliers — as you start doing business
6. Opening Stock entries — to seed actual balances once items and warehouses exist

Approval workflows#

Three master records go through the approval workflow when their toggles are on in Settings › System Settings:

• Items — Item requires approval
• Customers — Customer requires approval
• Suppliers — Supplier requires approval

Item Categories, Warehouses, UOMs, and Bank Accounts do not go through the approval workflow — they are configuration, not transactional masters.

Master data is shared#

Everything in master data is organization-wide. Changes propagate immediately to every user in the organization. Be careful with edits after a record has been used — see each page's "what you can edit after approval" section.