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 RM PART
Add RM PART - Step-by-Step
Step 1: Reach the RM Part
From the main side menu, click on "Sales," then go to "Masters," and finally choose "RM Part." This will open the RM Part Search page.
Step 2: Adding a RM Part
Located at the top-right corner of the RM Part Search page, there is an “Add RM Part” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add RM Part' button, the Add RM Part page will open. Complete the following information:
RM Part Number: This field is used to input the Raw Material (RM) Part Number, which uniquely identifies a specific raw material used in production or manufacturing processes. It's a crucial identifier for tracking and managing raw material inventory.
Description: In this field, you can provide a brief description that helps identify and understand the nature of the corresponding RM Part Number. This description adds context to the raw material, making it easier to differentiate between various materials in the system.
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:
After clicking the "Submit" button, a number of sub-tabs will appear, including:
RM-Part Price: In this sub-tab, you can provide information about the RM-Part Price.
HS Code: Here, you can enter the details of the Commodity Code.
Please fill out the necessary information in these sub-tabs to complete the RM Part profile.
1.1.1.1 RM-PART PRICES
Step 1: Adding a RM-PART PRICE
Currency: Choose the relevant currency option, such as USD, INR, or EUR, to define the monetary unit for the displayed price. This is a mandatory field.
Part Type: Select the appropriate type, RM Price - DC Value, to categorize parts based on their nature or use. This is a mandatory field.
Price: Input the numerical value representing the cost of the part in the selected currency. This is a mandatory field.
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.
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 HS CODE
Step 1: Adding a HS CODE
Once you have submitted the Address sub tab you can move on to the next tab Buyer. Here, provide the following for Buyer tab:
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.
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.
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.
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.
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 RM PART
Search a Place - Step-by-Step
Step 1: Start Searching
On the RM Part Search page, you can search in different ways:
By RM Part Number : Input the unique reference number that identifies a specific Raw Material (RM) used in production or manufacturing processes. This identifier is crucial for accurate tracking and management of raw material inventory, ensuring smooth operations and inventory control.
For All, If you don't have a specific RM Part Number, just click "Search" to see all RM Part Search.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by RM Part Search you will find the matching RM Part.
If you didn't search, you'll see a list of all RM Parts.
1.3 EDIT RM PART
Edit a RM PART - Step-by-Step
Step 1: Find RM Part Edit
Step 2: Start Editing
On the RM Part Search, you can edit Places:
By RM Part Number: Type the RM Part Number.
Click Search: Press "Search" to find the RM Part you want to edit.
Step 3: Edit Details
After searching, you'll see the RM Part that you want to edit.
Click "View/Edit" next to RM Part Number to reach the Edit RM Part 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.
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.