Store Master

Store Master - User Guide

1. Introduction 📝

The Store Master is the foundational configuration for tracking exactly where your materials are located. It allows the ERP to manage multiple physical warehouses, specialized storage areas, and production zones, ensuring that inventory is never “lost” in the system.

2. Getting Started 🚀

Accessing the Module

Navigate to Supply Chain Setup > Store Master.

The Index Page

The Index Page provides a birds-eye view of all physical and logical storage locations. It lists the auto-assigned code, the category (Store or Shop Floor), and the descriptive name.

Master Details

Clicking on a store code opens the Details Screen. This view allows you to:

• Manage Locations: View the specific type and name of the warehouse or shop floor area.
• Actions: Use the action buttons to Modify existing names, Delete unused locations, or Create New entries.
• Note: Type and Code are locked after initial creation to preserve data integrity.

3. Key Features ✨

🏷️ Auto-Coding System

The system automatically assigns a unique Store Code to every new location. This code is the internal “DNA” used to link inventory across all modules.

📊 Capacity Planning

To maintain high performance in dropdowns and reports, the system supports a maximum of 98 user-defined stores.

• Note: Store Code ‘99’ is reserved for system-level operations and is not used for standard manual entries.

4. Usage Across Modules & Transactions 🔄

The Store Master is integrated into every movement of material:

📥 Receiving (GRN)

When goods arrive from a vendor, they are “pushed” into a specific Store (e.g., “Inspection Store” or “Raw Material Warehouse”).

🛒 Sales & Issues (Invoice / Rejection)

When selling goods or returning items, the system “pulls” inventory from the selected Store to ensure the stock balance is updated in the correct location.

🏭 Manufacturing (Job Work / IIRS)

Materials are moved into “Shop Floor” stores during production. The IIRS (Internal Inspection Release Sheet) uses these stores to track items passing through quality control.

5. Related Reports 📊

📉 Inventory Balance Report

The primary report for viewing “What is where.” You can filter this report by Store to see exactly which items are currently sitting in a specific warehouse.

💰 Inventory Valuation

Calculates the total financial value of all goods held within a particular Store, which is essential for month-end audits.

📑 Inventory Ledger

A detailed history showing every single movement (In and Out) that has ever occurred in a selected Store.

6. Guidelines and Logic ⚠️

Entry Standards

• Store Name: Should be descriptive and clear (e.g., “WHS-01 MAIN” instead of just “STORE”). The system automatically converts names to UPPERCASE for uniformity.
• Logical vs. Physical: You can create “Logical” stores for items undergoing inspection or items that have been rejected and are awaiting return to the vendor.

7. Deletion & Modification Preventions 🛡️

To prevent inventory discrepancies, the system enforces the following rules:

🚫 Deletion Preventions

You cannot delete a Store if:

1. It has been used in a Goods Receipt (GRN).
2. It is mentioned in any Invoice or Sales Rejection.
3. It has been used for Job Work or Quality Inspections. The system performs a cross-module scan and will provide a count of all records that are preventing the deletion.

✏️ Modification Rules

• Locked Attributes: The Store Type (Store vs. Shop Floor) and the Store Code are locked after creation.
• Name Updates: You can change the Store Name at any time, and the change will instantly reflect across all past and future transactions.

8. Best Practices / Tips 💡