User Guide for the Items Screen

Items Screen Explanation After logging in to SmartPro ERP, from the side menu, go to the Warehouse System, and then open «Items»

Items Screen After opening the Items screen, if you want to add a new item, follow these steps:

1. Add a New Item:

To add new items to the system, there are two methods:

1. Import item data from a previously existing Excel file by clicking the Browse button.

After clicking the button, the file browser will open. Select the file from which you want to import the data.

• Click the Upload File button.

The system will recognize the items and import their data into the system database. Method (2) Manual entry: Click the New button so that the screen is prepared for manually entering item data and properties. Second Prepare the properties of the item you want to add.

If the items are stock items: √ Activate the Inventory property shown at the top of the screen.

2 If the new item is a service type, such as maintenance or project execution, etc. √ Activate the • Service and disable the Inventory property if it is already enabled automatically. 3 If the new item has assembly components, activate the √ Assembly property shown at the top of the screen. 4 If the new item is a weighted item, meaning its unit of measure is kg, activate the √ Weighted Item property. And then:

1. Fill in the fields

• If there is no source for the item code, click the Generate Item Code button so that the system automatically generates the item code. -• If there is a code, you can add a manual item code or a manufacturer code can be generated Second • Go to the Branch Selection list, then select the branch to which the new item will be added. • Go to the Warehouse Selection list. • Go to the Purchase Price field. Enter the purchase price. √ If the purchase price includes tax, enable the property at the top of the screen: √ Purchase Price Includes Tax • Go to the next field, Sales Price. Enter the item sales price in its field. If √ Sales Price Includes Tax is enabled, then when creating a sales invoice no additional amount will be added, unlike items whose sales price is entered without tax. The item tax in the sales invoice is calculated from the item price itself. For example, if you select the sales price includes tax property and specify the amount 100, the system will read the tax and deduct it from the same amount. Enable the property at the top of the screen: Sales Price Includes Tax • Go to the next field: _Sales Limit Enter a sales price limit; this feature is optional. • Go to the next field: _Allowed Discount If the item has an allowed discount, enter the discount limit; this field is optional. •_ Go to the next field: _ Opening Quantity Enter the opening quantity for the new item if the item is new and was not previously available in the warehouses. •• When adding new items of type service items the system disables: 1- Current Quantity field 2- Opening Quantity field • Go to the next field • Current Quantity field This field is not required when adding a new item; it will be discussed later. • Go to the Main Category selection list for the item if categories exist, such as Oils or Devices. Go to the Subcategory selection list for the item if item categories exist, such as the subcategory for oils: Vegetable and Animal. • Go to the Unit selection list if classified units exist. • From the Category Tree list, classify the item in the tree; optional step • In the item number field, the system algorithms add it automatically in sequence. • Go to the next field: Number of Copies; enter the number of barcode copies to be printed. _________ ✓ If the item has more than one unit, enable √ Item Has More Than One Unit Then specify the item units. When you finish specifying the item units, • go to the next field Item Has More Than One Price If the item has more than one price, enable the property √ Item Has More Than One Price Enter the price-specific prices and add a note. _ For stock items, enable the property √ Enable Alerts at Minimum Threshold This feature displays a field in which you enter the remaining quantity threshold so that an alert is sent before it runs out. This helps prevent interruptions or delays in service delivery to customers, so that inventory can be rebalanced before the quantity is exhausted. If you have finished entering the item data save using the Save button If you want to print a barcode for the item, click the Save and Print Barcode button For local manufacturing items, click the Print Production Date and Expiry Date button 2 When additional data requirements exist, there is a collapsed menu labeled More Data Clicking this menu opens a nested list or tab. If there are other requirements for the item: 1 Foreign Item Name field Select using the left mouse button. Enter the item name in a foreign language. • Go to the field Sales Price Percentage which is used to enter the item sales price percentage. Display Order If the user wants to set a priority for item display order. Purchase Average Price field Optional

If there is more than one branch and warehouse, and you want to add the item in all branches, enable the property √ Add Item in All Branches Enable the property √ Add Item in All Warehouses so that the item appears in all company warehouses. ##If the item has been added in all warehouses and branches, enable the property √ Edit Items in All Warehouses Also enable the property √ Edit Items in All Branches Enable the property √ On Promotion if the item has a sales price promotion. Enable the property √ Sales-Only Item if the item is for sales only. Go to the Description field and add a product description so that it appears in the sales invoice. Make sure to add an accurate product description. Third Edit Operation To edit or view item data in the warehouses, Edit Operation after opening the Items screen to perform item editing: 1 Search for the item to find it faster. • After searching, click it with the left mouse button. The item data will appear in the fields; make the required edits. • Click the Save button 2 Or scroll using the scroll keys. > This symbol represents the Next key, meaning move from the current item to the next item. < This symbol represents the Previous key, meaning return to the previous item. >> This symbol represents the key to move to the last item in the database. << This symbol represents the key to move to the first item displayed in the database.

3 Scrolling with the mouse wheel to browse data ______________ Delete Items To delete an item from the system, follow the same steps as editing, but click the delete key.

_____$$$ *Subcategory Field* Go to the *Subcategories* screen. *1* Click the New button; the subcategory screen will be prepared. *Name the Subcategory* Go to the next field, which is a drop-down list displaying the *Main Categories* that we added in the *Main Categories* screen. Select the appropriate main category for the subcategory. After that, you can verify the accuracy of the data. *After verifying the data accuracy* «Click the Save button at the top of the screen» *✓* If you want to edit one of these categories, select it from the table shown at the bottom of the page. *•* After selecting the category in the table using the mouse button or touch screen, it will automatically appear in its fields on the screen. *Edit the text you want to change, then click the Save button* *•* Repeat the same step in case of deletion, but click the *Delete button* _____________________

Main Categories Field In new systems, the fields are not populated with data To populate them with data, open Warehouse System Go to the Items menu, and then go to Categories The Main Categories screen will be displayed. Click the New button to prepare the item category fields. Name the main category you want to add.

Examples of Main Categories Devices& Equipment Oils Final step in the Main Categories screen: make sure the data is correct and save it by clicking the Save button