Masters


In this chapter, we will briefly discuss about the different functions that are available under Menu > Masters (as below).


(Figure 1 : Masters Menu Screen)


  1. Product categories
  2. Product brands
  3. Products
  4. Price Catalog
  5. Agents
  6. Customer consumer
  7. Customer corporate
  8. Suppliers
  9. Supplier Products
  10. Discount
  11. Tax rates
  12. Tax Groups
  13. Units
  14. Bookings
  15. Tables
  16. Departments
  17. Table Types


For Just Billing pro subscription, you can add/edit only Products and Customer records. All other master data with Many number of products will have to be added from back office through Import Data Function, which will then be downloaded into the app.


In Masters Except Price catalog (it has only the search field), all the other pages contain two common functions, which are :


  1. Search - The search icon makes it easier to retrieve a particular record on the page.


1. How to search for a product?


  • To search for a particular product, tap on the search icon .
  • Type in the product name in the input text field.
  • The matching product names will be displayed in the list.
  • The process to search for records is same in all other transaction pages in Masters.


(Figure 2 : Search Bar Screen)


2.  Sort - The sort icon enables you to sort a list of records in a page alphabetically.


2. How to sort the products list?


  • To sort the products, tap the sort icon and select a sort option (A-Z – ascending, Z-A - descending).
  • The process to sort records is same in all other transaction pages in Masters.


(Figure 2 : Sort the list Icon)