Before You Begin
To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 ADD PLANT
Add a Plant - Step-by-Step
Step 1: Reach the Plant Section
From the main Side menu, click on "Marketing," then go to "Masters," and finally choose "Plant." This will open the Plant Search page.
Step 2: Adding a Plant
Located in the top-right corner of the Plant Search page, there is an “Add Plant” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add Plant' button, the Add Plant page will open. Complete the following information:
Customer: it will be auto generated while linking customer and plant.
Plant/Facility Name: This field represents the specific location or facility associated with a company or organization.
Plant Code: The plant code is a unique code assigned to a specific manufacturing or operational unit within a company.
Vendor Code: This is a code assigned to a vendor or supplier with whom you conduct business transactions.
Domestic Y/N: This field indicates whether a customer or vendor is domestic (within the same country) or international (outside the country). It's a simple way to categorize entities based on their geographic location.
Currency: The currency field indicates the type of currency used for financial transactions with a customer or vendor.
Tax ID/GST NO: This is the tax identification number or Goods and Services Tax (GST) number assigned to a customer or vendor.
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.
SGST/CGST: These abbreviations stand for State Goods and Services Tax (SGST) and Central Goods and Services Tax (CGST) respectively. They are applicable for intra-state transactions within India.
To modify values of the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
To modify values of the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
Submit: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3 (Edit P)
Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3(Edit customer)
To Start Over: Click the "Clear" button 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.
Going Back: If you change your mind and don't want to add a Plant, click "Cancel." This takes you back to the Part Search page.
Step 5:Going Back
If you change your mind and don't want to add a customer, click "Cancel." This takes you back to the Customer Search page.
1.1.1 SUB TABS
1.1.1.1 ADDRESS
Step 1: Adding a Address
Once you have submitted the plant, Address, Buyer, Delivery Terms, Payment Terms sub tab will open. Here, provide the following for Address tab:
Address Type: This field specifies the category or purpose of the address. It helps classify addresses based on their use, such as business, billing, or shipping addresses. This is a mandatory field.
Line One: This is the first line of the address, typically used for the primary location information. It could include the street number, building name, or initial address details. This is a mandatory field.
Line Two: The second line provides additional details to further pinpoint the address. It's often used for apartment numbers, suite names, or additional location-specific information. This is a mandatory field.
Line Three: If needed, this line can offer even more details for a comprehensive address. It's useful for conveying specific information that might not fit in the previous lines.
Line Four: Similar to line three, this line allows for additional address-specific information. It's especially useful for conveying intricate address details.
Country: This field specifies the country where the address is located. It's a crucial part of the address for international correspondence. This is a mandatory field.
Province/State: This field indicates the specific province or state within the country. It's important for providing region-specific address information. This is a mandatory field.
City: The city field identifies the city or locality within the province or state. It's a fundamental part of the address for addressing accuracy. This is a mandatory field.
Postal Code: Also known as a ZIP code, this field provides the unique code associated with the address location. It helps postal services accurately route mail and packages. This is a mandatory field.
Status: The "Status" drop down serves the purpose of identifying which plant is presently active for the selected customer. This is a mandatory field.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list.
Important Note: Prior to submitting Address, 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 BUYER
Step 1: Adding a Buyer
Once you have submitted the Address sub tab you can move on to the next tab Buyer. Here, provide the following for Buyer tab:
Buyer First Name: Enter the first name of the buyer. This is a mandatory field.
Buyer Last Name: Enter the surname of the buyer.
Buyer Middle Name: Enter the Middle Name of the buyer if applicable.
Phone No: Enter the Contact Number of the buyer. This is a mandatory field.
Email: Enter the E- mail address of the buyer.
Status: This field indicates whether the buyer's record is active or not. It denotes whether the buyer is currently engaged in transactions or whether the record is temporarily inactive. This is a mandatory field.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list.
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 DELIVERY TERMS
Step 1: Adding a Delivery Terms
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:
Delivery Terms: The "Delivery Terms" dropdown provides a selection of predefined conditions that outline how goods or services will be delivered. Users can choose from a list of options, each representing a specific set of terms related to the location, transportation method, and delivery schedule. Selecting an option from this dropdown ensures that the agreed-upon delivery conditions are accurately communicated and understood between parties involved in the transaction. This is a mandatory field.
Effective Date: In the context of the "Effective Date" field, it refers to the date chosen to mark the official initiation or start of a particular event, agreement, or period. This date serves as the reference point from which obligations, terms, or actions related to the subject matter are measured and begin to apply. This is a mandatory field.
Expiry Date: Within the "Expiry Date" field, this term indicates the date on which a specified event, agreement, or period concludes or becomes inactive. It denotes the end point from which obligations, terms, or actions related to the subject matter are no longer valid or applicable.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list..
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.
1.1.1.4 PAYMENT TERMS
Step 1: Adding a Payment Terms
Once you have submitted the Delivery Terms subtab you can move on to the next tab Payment Terms. Here, provide the following for Payment Terms tab:
Payment Terms: The "Payment Terms" dropdown offers a range of predefined options that specify how financial transactions will be handled. Users can select from a list of choices, each representing a particular set of terms related to when and how payments are expected. By choosing an option from this dropdown, users ensure that the agreed-upon payment conditions are clearly communicated and understood between parties involved in the transaction. This is a mandatory field.
Effective Date: In the context of the "Effective Date" field, it refers to the date chosen to mark the official initiation or start of a particular event, agreement, or period. This date serves as the reference point from which obligations, terms, or actions related to the subject matter are measured and begin to apply. This is a mandatory field.
Expiry Date: Within the "Expiry Date" field, this term indicates the date on which a specified event, agreement, or period concludes or becomes inactive. It denotes the end point from which obligations, terms, or actions related to the subject matter are no longer valid or applicable.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list..
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 PLANT
Search a Plant - Step-by-Step
Step 1: Start Searching
On the Plant Search page, you can search in different ways::
By Customer Name: Type the customer name. this is a mandatory field
By Plant/Facility Name : Type the Plant/Facility Name.
By Plant Code: Type Plant code.
By Vendor Code: Type Vendor code.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by name or code, you'll find the matching customer(s).
If you search by Customer Name, Plant/Facility Name, Plant Code or Vendor Code, you'll find the matching plants.
1.3 EDIT PLANT
Edit a Plant - Step-by-Step
Step 1: Find Plant Edit
Step 2: Start Editing
On the Plant Search, you can edit Plant:
By Customer Name, Plant/Facility Name, Plant Code or Vendor Code : Type the Customer Name, Plant/Facility Name, Plant Code or Vendor Code
Click Search: Press "Search" to find the Plant you want to edit.
Step 3: Edit Details
After searching, you'll see the Plant you want to edit.
Click "View/Edit" next to that Plant Name to reach the Edit Plant page.
Step 4:Update Info
On the Edit Plant page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Change things like the customer name, type, Tax ID, and code.
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.