To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Please click to change the language to Tamil.
1.1 ADD ITEM
Add a Item - Step-by-Step
Step 1: Reach the Item
From the main side menu, click on "Purchase," then go to "Masters," and finally choose "Item" This will open the Item Search page.
Step 2: Adding a Item
Located at the top-right corner of the Item Search page, there is an “Add Item” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the ‘Add Item’ button, the Add Item will open. Complete the following information:
Product Name: The "Item Name" field allows you to enter the name or title of the product. The product name is what the item is commonly referred to and helps identify it uniquely.This is a mandatory field.
Item Number Name: The item number is a unique identifier assigned to the product. It serves as a reference code for easy tracking and management. This is a mandatory field.
Item Rev No: The item revision number indicates the version or revision of the product. This can help you keep track of updates or changes made to the product over time.This is a mandatory field.
Category: In this field, you can select a category that best classifies the product. The dropdown menu provides predefined options to choose from. Choose the category that accurately represents the type of product you're working with.This is a mandatory field.
Minimum Stock Level :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: 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.
Daily Requirement Qty : This field indicates the average quantity of the product needed on a daily basis. It helps with planning and replenishing stock to meet regular consumption.
Note (Display in PO PDF) : The note field is where you can add any additional information or comments related to the product. The content entered here will be displayed on the purchase order (PO) PDF for reference or communication purposes.
1.1.1. SUB TABS
After clicking the "Submit" button, a number of sub-tabs will appear, including:
SupplierXProduct: 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 Item profile.
1.1.1.1 Supplier X Product
Step 1: Adding a Supplier X Produc
Fill out the following fields in Supplier X Product:
Supplier: The "Supplier" field is used to specify the supplier of the product. 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.
Important Note: Prior to submitting Places, 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 Buyer, 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
Once you have submitted the Buyer sub tab you can move on to the next tab Delivery Terms. Here, provide the following for Delivery Terms tab:
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 Buyer, 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.
1.2 Search Item
Search a Item - Step-by-Step
Step 1: Start Searching
On the Item Search page, you can search in different ways:
By Item Name: Type the item name.
By Category: Select theType item category from the dropdown.
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 search by item name or category, you'll find the matching item.
1.3 Edit Item
Edit a Item - Step-by-Step
Step 1: Find Item Edit
Step 2: Start Editing
On the Item Search, you can edit Item.
Click Search: Press "Search" to find the Item you want to edit.
Step 3: Edit Details
After searching, you'll see the Item you want to edit.
Click "View/Edit" next to that Item Name to reach the Edit Item page.
Step 4:Update Info
On the Edit Item page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Step 5: Save Changes
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.