Master Data & Core Registries¶

The Master Data module is the "Single Source of Truth" for your business. It centralizes core entities that are shared across Sales, Purchases, HR, and Accounting, ensuring that a change in one place is reflected everywhere.

Sidebar → Master Data

🗂️ Core Registries¶

🤝 Unified Partner Registry¶

Customers & Vendors: Manage your global client and supplier lists.
Tax Classification: You must select a Tax Treatment for every partner:
Domestic Registered: Requires a valid 15-digit TRN.
Domestic Non-Registered: For local partners without VAT registration.
Overseas: For international partners (VAT exempt).
Classification: Distinguish between Company and Individual profiles to ensure correct legal formatting on invoices.

📦 Product & Service Catalog¶

Products: Your central list of Goods and Services, managed at /inventory/products.
Product Types:
Storable Goods: Inventory-tracked items with real-time stock levels.
Services: Non-physical items like "Consulting" or "Delivery Fees."
Consumables: Physical items that are consumed internally and not tracked for stock value.
Unit of Measure (UOM): Link products to specific units (e.g., Kg, Pcs, Box). Use UOM Conversions at /inventory/uom to automatically convert between Purchase and Sales units.
Costing Security: Cost Price is sensitive. It is automatically hidden from POS users and Storekeepers to protect business margins.
Bulk Price Editor: Use the Bulk Price Editor at /inventory/price-editor to update sales prices across multiple products simultaneously.

🏗️ Projects & Cost Centers¶

Define and track Projects to analyze profitability at a granular level: - Tracking: Link Sales Orders, Purchase Bills, and Journal Entries to a specific Project ID. - Budgeting: (Optional) Set a budget per project to monitor overspending in real-time.

💼 Employee Central¶

Employee Registry: A unified view of your workforce. While daily HR actions happen in the HR Management module, this registry provides a high-level overview of roles and contact info.

🚜 Fixed Asset Management¶

Keep a detailed log of your company's physical Assets: - Details: Track Serial Numbers, physical locations, and custodians. - Valuation: Monitor the initial acquisition value and link assets to purchase bills for full auditability.

✅ Business Rules for Data Integrity¶

Unique IDs: The system prevents duplicate names or codes for Projects and Partners.
Edit Controls: Once a Master record is used in a transaction (e.g., an Invoice), certain fields are locked to preserve historical accuracy.
Archiving: You cannot delete a record that has transactional history; use the "Deactivate" feature instead to remove it from active selection lists.

Next Steps: Learn how to automate your sales workflow by linking these Master records in the Sales module.