Create Master

Admin Users can create and edit Master Data. Once created, Master Data cannot be deleted.

1. Click on the Masters icon

2. A blank workspace opens up.

3. Click the Add to create a new Master data.

4. A Create Master window opens up. You can add the Master Name in the name field.

New Master data Screen

Defining Column Name and Type

The first field in the Master Data is the Primary Key. This is the only field you cannot delete. Each row must contain a unique value such as an employee number, SKU, vendor name, or a serial number.

1. Click to edit the column name and type.

2. Choose a data type for the column. It can be a text, number or date depending on the information you want. Click to save your option.

3. You can add a new column by clicking .

4. You can edit or delete a column by clicking the respective action icons.

5. Click Done.