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 Category
Add a Item Category - Step-by-Step
Step 1: Reach the Item Category
From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Item Category". This will open the Item Category Search page.
Step 2: Adding a Item Category
Located at the top-right corner of the Item Category Search page, there is an “Add Item Category” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add Item Category button, the Add Item Category will open. Complete the following information:
CapEx/OpEx :The "CapEx" or "OpEx" from the dropdown menu to indicate the classification of the expenditure.This is a mandatory field.
CapEx: Capital Expenditure. CapEx are typically considered as long-term investments and are capitalized on the balance sheet.
OpEx: Operating Expenditure. OpEx is typically recognized as expenses on the income statement.
Item Category Name : The "Item Category Name" field is used to input the name or identifier of the category that the item belongs to. The category name helps organize and group items based on their similarities.This is a mandatory field.
Item Category Description : In this field, provide a detailed description of the item. This could include information such as its features, specifications, uses, and any other relevant details. A well-written description helps users understand the item's characteristics and its suitability for their needs..This is a mandatory field.
1.2 Search Item Category
Search a Item Category - Step-by-Step
Step 1: Start Searching
On the Item Category Search page, you can search in different ways:
By Item Category Name: Type the item Category name.
For All: If you don't have a specific item Category name, just click "Search" to see all Item Brand.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by item Category name, you'll find the matching item.
1.3 Edit Item Category
Edit a Item Category - Step-by-Step
Step 1: Find Item Category Edit
Step 2: Start Editing
On the item Category Search, you can edit the item Category.
Click Search: Press "Search" to find the Item Category you want to edit.
Step 3: Edit Details
After searching, you'll see the Item Category that you want to edit.
Click "View/Edit" next to that Item Category Name to reach the Edit Item Category page.
Step 4:Update Info
On the Edit Item Category 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 customer using the DMeX app. If you need help, contact the support team.