Plant
PLANT​
1.1 Add Plant​
Add a Plant - Step-by-Step
Step 1: Reach the Plant Section From the main Side menu, click on:
Marketing
→Masters
→Plant
This opens the Plant Search page.
Step 2: Adding a Plant
- Click the "Add Plant" button in the top-right corner of the Plant Search page.
Step 3: Fill in Details
All fields with a (*) are mandatory, so remember to fill them all.
On the Add Plant page, complete the following fields:
Field | Description |
---|---|
Customer | Auto-generated while linking customer and plant. |
Plant/Facility Name | Represents the specific location or facility. |
Plant Code | Unique code assigned to a specific unit. |
Vendor Code | Code assigned to a vendor or supplier. |
Domestic Y/N | Indicates if the entity is domestic or international. |
Currency | Type of currency used for transactions. |
Tax ID/GST NO | Tax ID or GST number assigned to the entity. |
IGST | Integrated Goods and Services Tax (for interstate transactions). |
SGST/CGST | State and Central GST (for intrastate transactions). |
Country of Final Destination | Dropdown list for country; shown on the invoice. |
To modify dropdown values, go to the Master Category page.
Step 4: Save or Clear
- Submit: Saves the entry and opens edit mode → Refer 1.1.1.3
- Clear: Clears all fields. Cannot be undone.
- Cancel: Takes you back to the Plant Search page.
1.1.1 Sub-Tabs​
1.1.1.1 Address
Step 1: Adding an Address
After submitting the plant, sub-tabs appear: Address, Buyer, Delivery Terms, Payment Terms
Complete the following for Address:
Field | Description |
---|---|
Address Type* | Business, billing, or shipping type. |
Line One* | Street number, building name, etc. |
Line Two* | Additional address detail (e.g., apartment number). |
Line Three | Extra location-specific info (optional). |
Line Four | More details if required. |
Country* | Country of the address. |
Province/State* | Region within the country. |
City* | City name. |
Postal Code* | ZIP code for routing. |
Status* | Indicates if the plant is currently active. |
To edit dropdowns, visit Master Category page.
Click Submit to add. Use View/Edit to modify after submission.
1.1.1.2 Buyer
Step 1: Adding a Buyer
After submitting Address, move to Buyer tab.
Field | Description |
---|---|
Buyer First Name* | First name of the buyer. |
Buyer Last Name | Surname of the buyer. |
Buyer Middle Name | Optional middle name. |
Phone No* | Contact number of the buyer. |
Email address of the buyer. | |
Status* | Whether buyer is active or inactive. |
Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes.
1.1.1.3 Delivery Terms
Step 1: Adding Delivery Terms
After submitting the Buyer tab, move to Delivery Terms tab.
Field | Description |
---|---|
Delivery Terms* | Predefined conditions for goods/services delivery. |
Effective Date* | Start date of agreement or condition. |
Expiry Date | End date of agreement or condition. |
Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes. =
1.1.1.4 Payment Terms
Step 1: Adding Payment Terms
After submitting Delivery Terms, go to Payment Terms tab.
Field | Description |
---|---|
Payment Terms* | Predefined financial transaction terms. |
Effective Date* | Start date of agreement or condition. |
Expiry Date | End date of agreement or condition. |
Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes.
1.2 Search Plant​
Search a Plant - Step-by-Step
Step 1: Start Searching
Search on the Plant Search page by:
- Customer Name* (mandatory)
- Plant/Facility Name
- Plant Code
- Vendor Code
Step 2: See the Results
After clicking "Search":
- If you search by name or code, matching plants will be displayed.
- Search results will include customer and plant details.
1.3 Edit Plant​
Edit a Plant - Step-by-Step
Step 1: Find Plant Edit
Use the Plant Search feature.
Step 2: Start Editing
- Type the relevant Customer Name, Plant Name, Plant Code, or Vendor Code.
- Click Search.
Step 3: Edit Details
- Click View/Edit next to the plant.
- On the Edit Plant page, modify fields like Customer Name, Tax ID, Plant Code, etc.
- Submit to save your changes.
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.