Tool

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.
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    1.1 Add Tool

    Add a Tool - Step-by-Step

    Step 1: Reach the Tool

  • From the main Side menu, click on "Tooling," then go to "Masters," and finally choose "Tool" This will open the Tool Search page.

    • Step 2: Adding a Tool

  • On the top right of the Tool Search page, you'll see an "Add Tool" button. Click this button.

    • Step 3: Fill in details

    Upon clicking the ‘Add Tool button, the Add Tool will open. Complete the following information:

  • Tool Name: [Text Field] (Mandatory) Enter the Tool name.
  • Tool Type: [Dropdown] (Mandatory) Select the Tool type.
  • Tool Make: [Dropdown]Select the make of the Tool.
  • Tool Model Number:[Text Field] (Mandatory)Enter the holder model number
  • Number Of Inserts:[Text Field] (Mandatory)Enter the number of Inserts.
  • Minimum stock level: [Text Field ]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:[Dropdown] 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.
  • Click the “Submit” button.
  • Notes: The dropdown values for the Tool type, Tool Make and unit should be added against the category in the master category screen

    • 1.1.1. SUB TABS

    After clicking the "Submit" button, a number of sub-tabs will appear, including:

    1. SupplierXTool: This sub-tab is where you can establish and manage the relationship between a supplier and a specific product.
    2. HS Code: Here, you can enter the details of the Commodity Code.
    3. TAX : Here, you can enter the details of the tax information related to the product.
    4. Please fill out the necessary information in these sub-tabs to complete the Holder profile.

    1.1.1.1 Supplier X Tool

    Step 1: Adding a Supplier X Tool

    Fill out the following fields in Supplier X Tool:

  • Supplier: The "Supplier" field is used to specify the supplier of the Tool. Enter the name or identifier of the supplier providing the Tool. 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 supplier X Holder, 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 HS Code, 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

  • 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 Tax, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system.

    • 1.2 Search Tool

    Search a Tool - Step-by-Step

    Step 1: Start Searching

    On the Holder Search page, you can search in different ways:

  • Tool Name: Enter the Tool Name for which you want to search for.
  • Tool Type: Select the Tool Typer for which you want to search for.
  • Tool Model Number: Enter the Tool Model number for which you want to search for.
  • For All: If you don't have a specific item name or category, just click "Search" to see all Tool..

    • Step 2: See the Results

    After clicking "Search," you'll see results:

  • If you searched by Tool name , type and model number you'll find the matching result with Tool Name,Tool type , Tool model number with an option to View/Edit [Refer 2.2.6.3]

    • 1.3 Edit Tool

    Edit a Tool - Step-by-Step

    Step 1: Find Tool Edit

    Step 2: Start Editing

    Step 3: Edit Details

    After searching, you'll see the Tool you want to edit.

  • Click "View/Edit" next to that Tool Name to reach the Edit Tool page.

    • Step 4:Update Info

  • On the Edit Tool page, you'll see existing details.
  • You can make edits to your entry and then proceed to submit it.

    • Step 5: Submit/Cancel

  • 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.