To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
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1.1 Add Collet
Add a Collet - Step-by-Step
Step 1: Reach the Collet
From the main Side menu, click on "Tooling," then go to "Masters," and finally choose "Collet" This will open the Collet Search page.
Step 2: Adding a Collet
On the top right of the Collet Search page, you'll see an "Add Cutting Tool" button. Click this button.
Step 3: Fill in details
Upon clicking the ‘Add Collet button, the Add Collet will open. Complete the following information:
Collet Name: [Text Field] (Mandatory) Enter the collet name.
Collet Size: [Text field] (Mandatory) Select the collet size.
Collet Make: [Dropdown]Select the make of the collet.
Model Number:[Text Field] (Mandatory)Enter the collet model number
Collet Upper Dia:[Text Field] (Mandatory)Enter the collet upper dia value.
Collet Lower Dia:[Text Field] (Mandatory)Enter the collet Lower dia value.
Minimum stock level: [Text Field ]The minimum stock level is the lowest quantity of the product that should be available in your inventory. This helps you avoid stockouts and ensure that you always have a certain amount of the product on hand. This is a mandatory field.
Safety Stock : Safety stock refers to an extra quantity of the product that you keep in your inventory as a buffer. This is a mandatory field.
Unit:[Dropdown] In this field, you can select the appropriate measurement unit for the product. The dropdown provides predefined options to choose from, helping standardise how the product quantity is represented. This is a mandatory field.
Click the “Submit” button.
Notes: The dropdown values for the Collet Make and unit should be added against the category in the master category screen
Submission Of Collet
Upon submission of a Collet, the entry will be added and the screen will transition to the editing mode.
If you change your mind and don't want to add a Collet, click "Cancel" it takes you back to the Collet Search page.
To Start Over:Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
1.1.1 SUB TABS
After clicking the "Submit" button, a number of sub-tabs will appear, including:
SupplierXCollet: This sub-tab is where you can establish and manage the relationship between a supplier and a specific Collet.
HS Code: Here, you can enter the details of the Commodity Code.
TAX : Here, you can enter the details of the tax information related to the product.
Please fill out the necessary information in these sub-tabs to complete the Holder profile.
1.1.1.1 Supplier X Collet
Step 1: Adding a Supplier X Collet
Fill out the following fields in Supplier X Collet:
Supplier: The "Supplier" field is used to specify the supplier of the Collet. Enter the name or identifier of the supplier providing the Collet. This is a mandatory field.
Product Brand : Enter the brand name associated with the Collet. This helps identify the specific brand or manufacturer of the Collet.
Price: The “price” field, input the cost or price of the product offered by the supplier. It's the amount you need to pay to purchase the product. This is a mandatory field.
MBQ (Minimum Batch Quantity): The MBQ is the minimum quantity of the product that you need to order from the supplier in a single batch. This ensures you meet supplier requirements for ordering.
Lead Time in Days : Enter the number of days it takes for the supplier to deliver the product after you place an order.
Is Preferred Supplier (Y or N Only): Choose either 'Y' or 'N' to indicate whether this supplier is preferred. If the supplier is preferred, it means they are a preferred choice for sourcing this product.
If Yes ('Y'): Move to the "Preferred Supplier Percent" field.
If No ('N'): Move to the next field.
Preferred Supplier Percent : Specify the preferred supplier percentage. This could be a numerical value indicating the proportion of your orders you wish to source from the preferred supplier.
Effective Date: Indicate the date when the specified price becomes active, initiating the applicable period. This is a mandatory field.
Expiry Date: Choose the date when the specified price loses its validity, concluding the applicable period.
Important Note: Prior to submitting supplier X Collet, ensure that all mandatory (*) fields have been filled.
Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
1.1.1.2 HS Code
Step 1: Adding a HS Code
Country Code: This field is used to input the specific code that uniquely identifies a country. It helps classify and differentiate between different countries involved in trade or business activities. This is a mandatory field.
Commodity Code: In this field, you enter the code that represents a particular commodity or product. This code helps categorize and classify goods for various purposes such as taxation, trade, and regulatory compliance.This is a mandatory field.
Commodity Effective Date: This field involves selecting or inputting a date that marks the start of a particular commodity's validity or applicability. It signifies the date from which the associated commodity code becomes active.This is a mandatory field.
Commodity Expiry Date: Similarly, this field involves selecting or inputting a date that indicates the end of a specific commodity's validity. It designates the date beyond which the commodity code is no longer valid or applicable.
Important Note: Prior to submitting HS Code, ensure that all mandatory (*) fields have been filled.
Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
1.1.1.3 Tax
Step 1: Adding a Tax
CGST:These abbreviations stand for Central Goods and Services Tax (CGST).They are applicable for intra-state transactions within India.
SGST: These abbreviations stand for State Goods and Services Tax (SGST) They are applicable for intra-state transactions within India.
IGST: Stands for Integrated Goods and Services Tax. It's a tax levied on the supply of goods and services that involves movement across state lines within India.
Important Note: Prior to submitting Tax, ensure that all mandatory (*) fields have been filled.
Click the ‘Submit’ button the entry will be processed and added to the system.
1.2. Search Collet
Search a Collet - Step-by-Step
Step 1: Start Searching
On the Collet Search page, you can search in different ways:
Collet Name: Enter the Collet Name for which you want to search for.
Collet Number: Enter the Collet number for which you want to search for.
For All: If you don't have a specific item name or category, just click "Search" to see all Item..
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by collet name and number you'll find the matching result with Collet Name, size, model number, and make with an option to View/Edit [Refer 2.2.6.3]
1.3 Edit Collet
Edit a Collet - Step-by-Step
Step 1: Find Collet Edit
Step 2: Start Editing
Step 3: Edit Details
After searching, you'll see the Collet you want to edit.
Click "View/Edit" next to that Collet Name to reach the Edit Collet page.
Step 4:Update Info
On the Edit Collet page, you'll see existing details.
Change details that you like to update in Collet .
Step 5: Submit/Cancel
After editing, review your changes.
When you're ready, click "Submit" to save the updates.
That's it! You've learned how to ADD, SEARCH, EDIT a plant using the DMeX app. If you need help, contact the support team.