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.