Skip to main content

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

note

All fields with a (*) are mandatory, so remember to fill them all.

On the Add Plant page, complete the following fields:

FieldDescription
CustomerAuto-generated while linking customer and plant.
Plant/Facility NameRepresents the specific location or facility.
Plant CodeUnique code assigned to a specific unit.
Vendor CodeCode assigned to a vendor or supplier.
Domestic Y/NIndicates if the entity is domestic or international.
CurrencyType of currency used for transactions.
Tax ID/GST NOTax ID or GST number assigned to the entity.
IGSTIntegrated Goods and Services Tax (for interstate transactions).
SGST/CGSTState and Central GST (for intrastate transactions).
Country of Final DestinationDropdown 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:

FieldDescription
Address Type*Business, billing, or shipping type.
Line One*Street number, building name, etc.
Line Two*Additional address detail (e.g., apartment number).
Line ThreeExtra location-specific info (optional).
Line FourMore 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.

FieldDescription
Buyer First Name*First name of the buyer.
Buyer Last NameSurname of the buyer.
Buyer Middle NameOptional middle name.
Phone No*Contact number of the buyer.
EmailEmail 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.

FieldDescription
Delivery Terms*Predefined conditions for goods/services delivery.
Effective Date*Start date of agreement or condition.
Expiry DateEnd 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.

FieldDescription
Payment Terms*Predefined financial transaction terms.
Effective Date*Start date of agreement or condition.
Expiry DateEnd 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.