To make the most of the system, it's essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use.

• Industry: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)
  • Categorize and define other master data elements
  • Often used to narrow down the list of Products, Services, and Tasks available
  • Used as a filter criteria in the Pricing and Inventory pages
  • Users can access and work with data from any industry, they can only select one default industry to streamline their workflow, which acts as the default filter for initial views
• Product Type: Defines the category or classification of a product based on shared characteristics or use cases. (e.g. Wall Mounted, Cassette)
  • Categorizes and define Products
  • Can be added to Quotations, Sales Orders, and Invoices, particularly when specific products are unknown or not tracked in the system.
    • e.g. For a repair service, the Product Type “Cassette” can be added to the invoice to indicate the category of the equipment serviced, even if the specific model isn’t tracked in the system.
• Product: Represents specific goods, items and parts offered by the organization, identified by unique product codes/model number.
  • Can be added to Quotations, Sales Orders, Invoices, and Purchase Orders
  • Inventory stock levels for each product can be tracked
    • Shipping, Replenishment, and Adjustment (Internal consumption) processes of the products directly contribute to accurate inventory tracking,
  • Incoming Deliveries (from suppliers) and Outgoing Deliveries (to customers) of products can be planned
  • Inventory cost of products can be tracked through Purchase Invoices
  • Selling prices can be defined for each product, ensuring consistent pricing across all documents
• Service: Refers to additional charges or non-physical offerings that your company provides. (e.g. Overhaul, Wheel Alignment)
  • Can be added to Quotations, Sales Orders, Invoices
  • Prices for each service can be defined
• Task: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair)
  • Define the work to be done for each scheduled job

• Expand the Master Data menu
• Select the desired menu you wish to open

• The following options are located on the toolbar
  • Search: Allows you to search for specific data
  • Refresh: Updates the current view by reloading the data
  • Export to Excel: Enables exporting the current view data to an Excel file.
  • New: Creates a new entry or record in the system.
• Additional Filters:
  • Industry: Use the Industry dropdown to filter master data by industry
  • Product Type: Filter product by product types (only available for Product)
• Data Table:
  • : Expand master data to view more details. (available only in Mobile View)
  • : Modify master data details (Mobile View: expand row to access)
  • : Delete master data (Mobile View: expand row to access)

• Create/Edit Form:
  • Name: The primary unique identifier
    • Available in all master data
  • Description: A brief description or additional details about the entity
    • Available in Product, Service, Task
    • Will be displayed in documents such as purchase order, invoices, quotations, and sales orders
  • Industry: Industry the entity belongs to
    • Available in all master data (except Industry)
  • Default UOM: Default unit of measure for the entity's transactions. e.g. set, kg, feet, EA (each)
    • Available in Product, Product Type, Service
  • Classification Code: Category of products or services as required by LHDN e-Invoice submission
    • Available in Product, Product Type, Service
    • If classification code not defined, “022- Others” will be used during e-Invoice submission
    • Full List available on the MyInvois Official Site