Instrument/ Gauge List

INSTRUMENT/ GAUGE LIST

note

To go back to the Search screen, click Instrument / Gauge next to Welcome at the top-right corner of the page.

1.1. Add Instrument Master

Add a Instrument Master - Step-by-Step

Step 1: Reach the Holder

From the main Side menu, click on "Calibration," then go to "Master," and finally choose "Instrument" This will open the Instrument Master Search page.

Step 2: Adding a Instrument Master

On the top right of the Instrument Master Search page, you'll see an "Add Instrument" button. Click this button. The Add Instrument button is shown only to users who have write access to the Instrument / Gauge screen.

Step 3: Fill in details

Upon clicking the "Add Instrument" button, the Add Instrument / Gauge form opens (menu path: Calibration > Master > Instrument). Complete the following information. Fields marked with a red asterisk (*) are mandatory, and the Submit button stays disabled until all of them are filled.

Field	Type	Mandatory	Description
Instrument Name	Text	Yes	Name of the instrument or gauge. Maximum 300 characters.
Description	Text	No	Description of the instrument. Maximum 300 characters.
Range	Text	Yes	Measuring range of the instrument. Maximum 50 characters.
Instrument Type	Dropdown	Yes	Type of the instrument. Values come from the Instrument Type (INSTRUMENT_TYPE) category values.
Instrument Sub Category	Dropdown	No	Sub category of the instrument, used to group instruments further within a type. Values come from the Instrument Sub Category (INSTRUMENT_SUB_CATEGORY) category values. Placeholder: Select Instrument Sub Category.
Make	Dropdown	Yes	Make (manufacturer) of the instrument. Shown as Instrument Make on the search screen. Values come from the Make (MAKE) category values.
Least Count	Text	No	Least count (smallest measurable value) of the instrument. Maximum 20 characters.
Instrument Code	Text	No	Unique code of the physical instrument. Maximum 20 characters.
Minimum Stock Level	Number	No	The lowest quantity of the instrument that should be available in inventory, to help avoid stockouts. Maximum 10 digits.
Safety Stock	Number	No	Extra quantity kept in inventory as a buffer. Maximum 10 digits.
Unit	Dropdown	No	Measurement unit for the stock quantities. Values come from the Safety Stock Unit (SAFETY_STOCK_UNIT) category values.
Active	Dropdown	Yes	Status of the instrument (active or inactive). Values come from the Active Status (ACTIVE_STATUS) category values.

Click the "Submit" button. The Submit button is shown only to users who have write access to the Instrument / Gauge screen.

Duplicate check when adding or editing an Instrument: On submit, the system checks whether another instrument already exists with the same Instrument Name, Range, Instrument Type and Make. If one exists, the warning Instrument Already Exist is shown and the record is not saved.

note

The dropdown values for Instrument Type, Instrument Sub Category, Make, Unit and Active should be added against the respective category in the master category screen.

Submission Of Instrument Master

Upon submission of a Instrument master, 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 Instrument master, click "Cancel" it takes you back to the Instrument master Search page.
To Start Over: Click the "Clear" button (shown while adding a new instrument; not shown when an existing instrument is opened for editing) 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:

SupplierXInstrument master: This sub-tab is where you can establish and manage the relationship between a supplier and a specific product.
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 Instrument Master

Step 1: Adding a Supplier X Instrument master

Fill out the following fields in Supplier X Instrument master:

note

Prior to submitting supplier X Holder, ensure that all mandatory (*) fields have been filled.

Supplier: The "Supplier" field is used to specify the supplier of the Instrument master. Enter the name or identifier of the supplier providing the product.. This is a mandatory field.
Product Brand : Enter the brand name associated with the product. This helps identify the specific brand or manufacturer of the product.
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.
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

note

Prior to submitting HS Code, ensure that all mandatory (*) fields have been filled.

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.
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

note

Prior to submitting Tax, ensure that all mandatory (*) fields have been filled.

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.
Click the ‘Submit’ button the entry will be processed and added to the system.

1.2 Search Instrument Master

Search a Instrument master - Step-by-Step

Step 1: Start Searching

On the Instrument master Search page, you can search in different ways:

Instrument Name: Enter the Instrument Name for which you want to search for.
Instrument Type: Select the Instrument Type for which you want to search for.
Instrument Make: Enter the Instrument make for which you want to search for.
Status: Select a status (values from the Active Status category) to filter instruments by status. The default is All, which shows instruments of every status.
Instrument Code: Enter the Instrument Code to quickly locate a specific physical instrument. Since the Instrument Code is unique to each instrument, this is the fastest way to find the exact instrument when several share the same name, type, range and make.
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 Instrument name , type , make or Instrument Code you'll find the matching result with the columns S.No, View/Edit, Name, Range, Instrument Type, Instrument Make, Instrument Code and Status. Use the Search: box above the results table to filter the listed rows [Refer 1.3]

1.3 Edit Instrument

Edit a Instrument - Step-by-Step

Step 1: Find Instrument Edit

Step 2: Start Editing

Step 3: Edit Details

After searching, you'll see the Instrument you want to edit.

Click "View/Edit" next to that Instrument Name to reach the Edit Instrument page.

Step 4: Update Info

On the Edit Instrument page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.

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.