Master Data
The shared reference data every module depends on — products, partners, warehouses, taxes, currencies and more. Part of the always-on Core entitlement.
Part of the Core module — available to every company.
Products (/master-data/products)
The product/service catalogue.
- Identity: code (SKU), name, description, category, brand, unit, barcodes (multiple; print barcode/QR labels in bulk).
- Pricing: sales price, purchase price, tax; detailed prices come from Price Lists (Sales).
- Stock behaviour: inventory-managed or service; tracking (
none,lot,serial,lot+serial); shelf life / expiry; costing override (average/FIFO/LIFO/FEFO); reorder point, safety stock, min/max; lead time; preferred supplier. - Manufacturing: BOM/routing links, backflush, phantom.
- Classification: ABC class (from ABC runs), quality inspection required, consignment eligible, returnable container.
- Custom fields and attachments.
- Detail: stock per warehouse, movement history, open orders, sales history, lot/serial trace.
Used by: Sales lines, Procurement lines, Inventory, Manufacturing, Field Service parts, POS, Agriculture inputs.
Categories (/master-data/categories)
Hierarchical product categories. Categories with subcategories or products cannot be deleted. Used in filters, put-away rules, ABC and spend analytics.
Brands (/master-data/brands)
Product and catalogue brands.
Regions (/master-data/regions)
Sales territories. Attach a sales agent, then assign customer branches to a region. Used by Sales Targets, CRM Forecast and routing.
Units (/master-data/units)
Units of measure (pcs, kg, l, m, h…). Products have a base unit; documents can convert where conversions are defined.
Clients & Suppliers (/master-data/partners)
One partner record can be a client, a supplier, or both.
- Header: name, tax ID, registration number, type flags, status, default currency, payment terms, price list, sales agent, region, 1099-eligible (US), language for documents.
- Contacts: people with e-mail/phone (used for e-mails and portal invites).
- Locations / branches: bill-to and ship-to addresses, region.
- Bank accounts: used on payments, PP/pain.001 exports and prints.
- Credit: credit limit, credit hold, insurance cover (see Finance → Credit Management).
- Partner 360 panel: open quotations/orders/invoices, balance, aging, payments, tickets, work orders, activities, contracts — everything about the partner on one page.
- Actions: invite to portal, generate MK cooperation contract PDF, merge duplicates.
- UJP lookup (North Macedonia pack): type a 7-digit матичен број or 13-digit ЕДБ in a new partner, or type the legal name and leave the field, and a dialog shows the company from the UJP public taxpayer registry (legal name, legal form, activity, address, bank account and IBAN). Names can be typed in Latin or Cyrillic; if several companies match, pick one from the list. Use these details fills the form; the bank account is added when you save. On existing partners use the search button next to the name or either number. UJP's registry has no e-mail or contact person, and it doesn't say whether the company is VAT-registered.
Partners do not own GL accounts; receivables/payables post to the system AR/AP accounts with the partner as a dimension.
Banks (/master-data/banks)
The company's own bank accounts (name, IBAN/account, SWIFT, currency, GL account). Click a row to see the balance from Bank Registers. Different from partner bank accounts and from the Bank Registers screen itself.
Payment Terms (/master-data/payment-terms)
Due days, optional cash-discount percentage and days (early-payment discount posts to cash_discount_allowed / cash_discount_taken). Default per partner, overridable per document.
Taxes (/master-data/taxes)
Tax rates (e.g. DDV 18 % / 5 % / 0 %, MWST 8.1 %). For the US pack, add state/county/city components as JSON; the combined rate is summed for invoice lines and carries a jurisdiction_code for nexus reporting. Taxes feed sales_tax_payable / purchase_tax_receivable postings and the DDV-04 / MWST / US sales-tax packages.
Warehouses (/master-data/warehouses)
Physical or virtual stock locations: main warehouse, store, technician van, consignment location, in-transit. Settings: costing override, allows negative stock, default bins/zones, layout dimensions (used by the 3D warehouse map and shift simulator), address. Warehouses are referenced by every stock document.
Data Import (/master-data/data-import)
Guided CSV/XLSX import for warehouses, categories, brands, units, products, partners and field-service assets: upload → map columns → validate (create/update/skip per row) → run → error report; imports can be undone.
Duplicate detection (/master-data/duplicates)
Finds partners and products that look like the same record (name, tax ID, barcode similarity). Review a group and merge — documents are re-pointed to the surviving record.
Currencies (/master-data/currencies)
Currencies the company transacts in. The company default currency is set on Company Profile.
Exchange Rates (/master-data/exchange-rates)
Daily rates per currency pair. Documents in a foreign currency store the rate at document date; Finance → FX Revaluations re-values open balances at period end.
Modules
One section per sidebar module. Each page lists every screen in the module, what it is for, and how it connects to stock, GL and other modules.
Sales
Quote-to-cash — quotations, orders, deliveries, packing, proformas, invoices, recurring billing, pricing, promotions, cargo manifests, returns and POS.