Doc Item Maintenance Applet

Purpose and Overview

The Doc Item Maintenance Applet serves as a centralized hub for managing and maintaining essential item information. Designed to support efficient data handling, it enables users to create and update item records, which form the foundation for transaction creation across different modules. By organizing item data into a comprehensive master record, this applet enhances operational efficiency, data accuracy, and ease of access across departments.

A short introduction to the Doc Item Maintenance Applet:

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Core Module Applet: This is one of the 13 essential Core Module applets that manages all product and item information used throughout the system.

Analogy: You can think of the Doc Item Maintenance App like a Supermarket Manager’s Office.

The Items menu is the product database where you fill out the details for every apple, cereal box, and detergent.
Pricing Schemes are the rules you set (e.g., “Holiday Sale” or “Member Price”).
Category Group is how you arrange the aisles (Food > Produce > Fruit).
Import/Export is the loading dock where you bring in massive pallets of data at once rather than carrying them in one by one.

Key Features

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📦 Item Management
Users can create and regularly update item information, ensuring records remain current and accurate.

🗂️ Item Grouping
Categorize items into groups, with predefined categories or create a new category based on business needs.

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💰 Pricing Management
Enables the configuration of multiple pricing schemes for individual items, accommodating diverse pricing strategies.

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🛒 Marketplace Management
Synchronize item listings across popular online marketplaces, ensuring data consistency between internal and external records.

Getting Started

To access the Doc Item Maintenance Applet, you need to log in with your credentials. Please refer to the User Guide Registration link for information on Akaun Login Onboarding.

Items

Item Listing

Note

Click the item listing to see the item information and to edit said items.

Create Items

Default Fields

Defaults have fields such as item code, item name, item type, sub-item type, base UOM, Product manager, remarks, item description, and currency.

Some things to keep in mind for the fields:

Item Code - Unique identifier for the item, Once Item Code is created it cannot be edited
Item Name - Item Name can be edited at any time
Base UOM - Quantities of warehouse materials (quants) are counted using the base unit of measure (UoM).
Item Type - Consists of many types as follows

Types of Items

Under the type of item, the user can select from the following item types. Each item type will have different information:

Item Type	Description
Basic Item	This is the default type that is relevant to most items
Voucher	An item that is part of a voucher. The voucher will have a ‘Link Voucher’ option as a subtype
Grouped Item	An item that is part of a group of related products that share common attributes like features, use, production processes, etc.
Bundle	A package of two or more stand-alone products sold together for a single price. Stock is deducted from child items, not parent
Coupon	Used to record the Stock In and Stock Out of vouchers tied to this item. Reflected in the Voucher Management Applet
Service	A basic item without inventory tracking
Warranty	A written guarantee issued to the purchaser, promising to repair or replace if necessary within a specified period
GL Code	General ledger code used to record business transactions in the general ledger
Doc Header Adjustment	Used to group discounts in the POS applet
Membership	Used to define member attributes, dues payment schedule, and expiration settings
Made to Order (MTO)	Manufacturing process where products are assembled according to customer requirements
Account Code	Accounting code for financial tracking
Digital Goods	Non-physical products delivered electronically
Fixed Asset Register	Items tracked as company assets
Sales Contract	Contract-based sales items
Delivery Charger	Shipping and delivery cost items

Sub Item Types

There are five sub-item types available:

Sub Item Type	Description
Basic Quantity	Standard quantity tracking
Batch Number	Container Measure is set to 1 by default, Container Quantity can be changed by user
Serial Number	Container Measure and Container Quantity are both set to 1 by default
Bin Number	Both Container Measure and Container Quantity can be changed by user
Digital Goods	For non-physical products

When a user selects any sub-item type, it will be reflected in the POS applet. The Base Quantity is calculated as the sum of Container Measure and Container Quantity.

Additional Checkboxes

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Important: Once the item has been created more information can be added in the EDIT ITEM section. Only basic information is required to be filled in the CREATE section and afterwards, users can continue editing items in order to add more information at any time. We exclude adding more information in the CREATE section because if there is a lot of information to be added the user might forget to click save. Adding as little information as possible in the CREATE section prevents and/or reduces data being lost.

Consignment Item - Check this box if the item is a consignment item. This is important for items you hold but don’t own (e.g., items provided by a supplier that you sell on their behalf).
Required Production - Check this box if the item requires production. This is relevant for manufacturing industries where the item needs to go through a production process before it can be sold.
Alternate Item Code - An optional field where you can enter an alternative code for the item. This is useful when items have multiple identification codes across different systems.

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Note: Items can be created manually or synced from EMP (if the user is currently using Wavelet EMP)

Edit Items

Once the user creates an Item, it will appear in the listing. When the user wants to update the item or add more information they can click on the Item itself.

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Note: The information provided can be used in transactional Applets. Additional tabs may appear if the user chooses Grouped or Bundle as Item type.

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About Add on Tabs: The “Add on” and “Add on (Off)” tabs are specifically used for Made to Order (MTO) workflows. These tabs allow you to configure additional items or options that can be added to a base MTO item during the manufacturing/ordering process. If you are not using MTO functionality, these tabs may not be relevant to your workflow.

Quick Reference - Key Tabs within an Item:

Main Detail: Includes description, barcode/EAN, and UOM.
E-Invoice: Specific fields for MSIC codes, tax types, and classification codes required for electronic invoicing.
Item Category (0–20): Standard flat categories for organizing items.
Pricing Scheme: Allows you to input specific prices (min, max, promotion, before/after tax) for the schemes set up in the main menu.
Branch/Company Linking: Used to restrict an item to a specific branch or company; if not linked, the item cannot be used for transactions in that branch.
Manage Image: A tab to upload product images.
Marketplace: Handles integration with Lazada, Shopee, and CP Commerce.

Main Tab

This Tab consists of general Item information such as:

Item Name - can be updated at any time
Item Code & Item Type - both of these fields are set in the create item, cannot be updated
Sub Item Type - used when items are in a batch or have a serial number
GL Code - The general ledger is an accounting document that provides a general overview of an organization’s financial transactions. An account, or general ledger (GL) code, is a number used to record business transactions in the general ledger
Abbreviation (Prefix) - is used in the voucher applet, in order to make it easier to view a specific group of items
EAN Code - The International Article Number is a standard describing a barcode symbology and numbering system used in global trade to identify a specific retail product type, in a specific packaging configuration, from a specific manufacturer.
Additional Checkboxes: Here the user can also find the additional checkbox mentioned at the create item section

E-invoice Tab

This tab is for MSIC, Tax type, and UOM. Here users can do e-invoice classification.

This can also be done under Classification in the applet menu.

Item Category

The item category tab is used to link a category to the item. Currently, have 0 - 20 categories but can add more for users upon request. Categories can be created in the “Category” module.

Tax Tab

If tax is applicable the user can tick the checkbox. Once ticked the tax information will appear where the user can set the tax for the item.

Multi UOM Tab

This module allows stock items with multiple units of measurement, UOM auto conversion, and multiple UOM reports that can be later used in transactional applets. If your industry uses multi uom, you can specify here. sample of Multi UOM:

1 Box = 12 Packs
1 Packs = 10 Strips
1 Strips = 10 Tablets

The above UOM specifics the conversion of one type of UOM to another UOM, with a specific ratio.

UOM
Ratio - used to specify how many items. For example:
- if base UOM is = “Bottle”, then ratio = 20 bottles
- The number 20 specifies the number of the items
Status
Base UOM - unable to edit. Users may edit it in the Main Details Tab
Sort-Code - The sort code helps identify the hierarchy of the UOM from the smallest to largest starting from 001. For example, pill would be 001 followed by the carton which would be 002 and finally box which would be 003.
EAN Code - The barcode/scan code for this specific UOM. Each UOM can have its own unique barcode for scanning purposes.
E-Invoice UOM - The E-Invoicing compliant UOM code (for Malaysia E-Invoicing requirements). Select from the standardized list of UOM codes.

For example:

a. pill = 001
b. carton = 002
c. box = 003

Branch Linking

Specify item by branch and company by linking it to them here. This tab is used to link specific branches. This function will be used in all transactional applets. for example, if a user links branches A and B then only these respective branches will be able to see the selected item in the POS applet. Branches can be created in the Organization applet.

Company Linking

Specify item by branch and company by linking it to them here. Companies can be created in the Organization applet. When linking a company the item will be visible for all branches that are under the chosen Company.

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Important: if the user links company A and it has been linked to 5 BRANCHES but in Branch linking TAB the user only chooses 2 branches, then the item will be visible to ALL BRANCHES THAT IS LINKED UNDER THE COMPANY. If the user wants to link only specific branches then it needs to be chosen in the BRANCH LINKING TAB ONLY and COMPANY LINKING should remain empty.

PNS Settlement Method Tab

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Advanced Feature: This is an advanced module that may not be covered in basic walkthrough videos, and is hidden by default - to show this tab go to the Settings > Application Settings > Item Edit Tab Hidden > disable the HIDE_PNS_SETTLEMENT_METHOD. It is used for specific business workflows involving payment providers and membership points.

The PNS Settlement Method module is used to link the Product to the PNS (Products and Services) Settlement Method.

Fig 2h: Edit Item - PNS Settlement Method Tab

There is a dropdown list, where the user selects the Settlement Type:

Payment Provider
Membership Point Currency

Pricing Scheme

This tab is used to specify and set the prices of items. The Pricing Scheme template is added in the PRICING SCHEME module, in this tab users can add a unit price for existing pricing scheme templates. Once added this information can be used in transactional applets.

Manage Image Tab

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Users may update the period of the images they are going to be using as a reference, it has no functionality.

Images may also be used in the Ecomsync applet, CP Commerce applet, and transactional applets such as POS and GRN. However, the date is only for user reference and is not meant to perform any actions.

Image type is based on ecommerce requirements. There are three image types such as:

Main Image - the image that is supposed to be displayed in the marketplace. Setting the Image type is only for the user’s reference and a library.

Promotional Image - when there are certain promotions, some users might need to use special images related to the promotion, it will replace the main image.

Additional images

As an illustration:

Item = Samsung Phone
Main Image = the image of a Samsung phone
Promotional Image = a themed image (based on the occasion) of a Samsung phone eg. Christmas sale
Additional images = images of Samsung phone in different angles, the box, or additional items inside the box

Entity Pricing

Entity Pricing module is used to set the price for the Product depending on the Entity. If you have a specific price for a specific item that has multiple suppliers, you can set it here. For instance: A single product’s price is individual for different Entities.

When to use Entity Pricing: This feature is particularly useful when an item has specific pricing for specific suppliers, allowing you to map different costs to different entities. For example, if you purchase the same product from multiple suppliers at different prices, you can configure entity-specific pricing here.

Select the Entity type from the advanced search. There are three types of Entity to select:

Customer
Supplier
Employee

After selecting the Entity, click on the Item and it will automatically leads the user to the previous page filled in with the Entity Code and Entity Name. In this page user set the price for selected Entity.

T2T Item Mapping Tab

What is Tenant-to-Tenant (T2T)?

In this system, a Tenant is essentially a company/organization that uses the same ERP platform. Think of it like multiple companies sharing the same software system, but each has their own separate data.

T2T (Tenant-to-Tenant) is a feature that allows two different companies/tenants to link their data together so they can do business with each other seamlessly.

Why T2T Mapping is Needed

Imagine this scenario:

Your Company (Tenant A)	Your Supplier (Tenant B)
You call an item: “Widget-001”	They call the same item: “PROD-ABC-123”
Your item name: “Blue Steel Widget”	Their item name: “Premium Widget Blue”

The Problem: When Tenant B sends you a Purchase Order or Invoice, their system says “PROD-ABC-123”, but your system doesn’t recognize it!

The Solution: T2T Item Mapping links these two items together, so the system knows:

“When Tenant B says ‘PROD-ABC-123’, it means our ‘Widget-001’”

Understanding the Tabs

Tab Name	Purpose
Host Tenant	Map YOUR item to a HOST tenant’s item (the tenant you’re connecting TO)
Guest Tenant Item Mapping	View items that GUEST tenants have mapped to YOUR item (read-only)
Guest Tenant Permission Listing	Manage which GUEST tenants have permission to map items to your tenant

Host Tenant Tab

Fig 2: Edit Item - T2T Item Mapping Tab - Host Tenant

Purpose: Map your current item to an item in a HOST tenant (a tenant you do business with)

Shows your Item Code and Item Name (read-only)
Has a Tenant dropdown to select which host tenant to view/map
Lists existing item mappings for the selected tenant
Columns: Host Tenant Item Code, Host Tenant Item Name, Host Tenant Code, Host Tenant Name, Created Date, Status
Click “+” to create a new mapping between your item and the selected tenant’s item

Use Case: “I want to link my item ‘WIDGET-001’ to ABC Company’s item ‘PROD-123’ so our systems can sync transactions.”

Guest Tenant Item Mapping Tab

Purpose: View which guest tenants have mapped THEIR items to YOUR current item (read-only)

Shows items from OTHER tenants that have been linked to your item
Columns: Guest Tenant Item Code, Guest Tenant Item Name, Guest Tenant Code, Guest Tenant Name
This is a view-only listing - you can’t add/edit from here

Use Case: “I want to see which of my customers/suppliers have linked their item codes to my ‘WIDGET-001’.”

Guest Tenant Permission Listing Tab

Fig 2: Edit Item - T2T Item Mapping Tab - Guest Tenant Item Mapping

Purpose: Manage which guest tenants have permission to map items to YOUR tenant’s items

Lists tenants that have been granted permission (Guest Tenant Code, Guest Tenant Name, Status)
Click “+” to add new tenant permissions
Click on a row to view/edit the permission

To add tenant permission:

Click the “+” button
Shows a list of tenants (from T2T Admin permissions)
Select one or more tenants
Click “Add” to grant them permission

Use Case: “I want to allow XYZ Company to map their items to my item catalog.”

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Prerequisite: T2T permissions must first be configured in the T2T Admin applet before tenants will appear in the selection lists.

Marketplace Tab

The Marketplace Tab is used to list the products on multiple marketplaces. This tab is to link your doc items to your Lazada Shopee or any e-commerce site. It is mainly used for Marketplaces such as Lazada, Shopee, and CP-Commerce. So the user can sell one product in various stores.

Marketplace tab includes three more tabs to do all the configurations:

Main - Users select and add the Stores

Other Resellers Tab - This tab is used if there are resellers who are distributing your products and selling them in other different Marketplaces. Fill in the URL of the Marketplace they use.

Checking - The checking Tab is for the reports shown from the Ecomsync applet.

Other Tabs:

Here are some other tabs that are in the edit item tab with a short introduction of what the user can do within:

Label Tab - The Label tab allows you to assign category labels to items
Dimension Details Tab - To fill in Product dimensions. Here the user can set the Height, Length, Width, Weight of the item.
Stock Availability Tab - This tab is to link your Marketplace stock balance. Stock availability tabs allow users to check whether the products are available in-store.
Bundle Config - Applicable for the Bundle Item type
Child Item - Applicable for the Grouped Item type.
Voucher Details - This is Applicable for the voucher item type only.
Stock Card - This is for Stock balance for the Basic Item type.
Attribute Set Tab - Attribute sets can be defined as a list of attributes where all the characteristics of a product are demonstrated.
Pages Tab - When the user clickss on the plus button, it will create a Post with a Draft status and an untitled post. Users should click the created post to edit the status and the name of the post.
Reviews Tab - The review tab allows the User or an Admin to configure reviews, settings, and votes for an item
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Note: Attributes, Pages, and Reviews tab is mostly used in E-Commerce Modules.

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Note: The Stock Card tab is only available for Basic Item type. If you have selected a different item type (such as Service, Voucher, or Bundle), this tab will not appear in the item details.

Category Groups

Under category group, user can create and edit the categories and specify the category group’s category. When u create an item under the Item menu, You specify their category.

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Note: Category groups and categories of the item can be handled from both doc item maintenance and inventory item maintenance applet. Every category is linked to the Category Group.

This feature allows users to organize items hierarchically and manage how they are classified. Below are the details regarding the Category Group:

Understanding Category Groups

Creation and Management: Users can access the Category Group via the app’s menu. In this section, you can create a category group and specify the categories that belong under that group.
Purpose: The main goal of this feature is to establish a structure so that when a user creates a new item, they can link that item to a specific category.
Example: You can create a category group for “books,” which then allows you to view and manage specific sub-categories under that broader book category.
Configuration: If you do not need to utilize this specific categorization feature, you can go to the application settings and hide the Category Group tab entirely.

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Important: The Category Group is different from the standard “item category” fields (Category 0 through 20) and “labels,” which are also used for categorizing items on the main item detail page.

Analogy: You can think of the Category Group like a labeled filing cabinet. Just as you label a cabinet “Financials” (the Group) and fill it with specific folders like “Invoices” and “Receipts” (the Categories) to sort your papers (the Items), this feature lets you build the container structure to keep your digital items organized.

Create Category Group

These are the fields in the main tab to fill in (all fields are mandatory to be filled):

Category Group Code
Category Group Name
Type - The type of category group (dropdown selection either CP_COM or DOC_ITEM)
Param Code
Param Name
Status

Edit Category Group

To edit existing category groups users click on any of the specific category groups in the listing. Once clicked it will open a second container with Category Group details.

There are two tabs when editing Category Group which are:

Main Tab

This tab shows the information on the category that was filled up when creating the category. Users edit or delete the Category Group in this tab.

Categories Tab

Lists all categories linked to this group. From here you can:

View linked categories in a nested grid
Add new categories to the group
Edit or remove existing category links

Category images can be managed in the Manage Image sub-tab when editing individual categories.

Classifications

The Classifications menu is related to E-Invoicing and pulls data directly from LHDN (Inland Revenue Board of Malaysia).

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Note: The data in the Classifications menu is automated and synchronized from LHDN. In most cases, users do not need to manually modify this section as the classification codes are maintained by the system.

Examples of Classifications: When selecting classifications for E-Invoicing, you will see options such as “breastfeeding equipment”, “computer, smartphone or tablet”, “food and beverages”, and many other product categories defined by LHDN.

Pricing Scheme

Once a user clicks on the pricing scheme module it will land on the pricing scheme listing page. The module is used to create the template for pricing that can be also used in transactional applets such as POS, GRN, etc. In this module you can only create the template/scheme, the price can be added later for each specific item in the “Item Maintenance” module.

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Important Distinction: Define the scheme name here (e.g., “Wholesale Price”), but assign the actual prices inside individual items under their Pricing Scheme tab.

POS Integration: In the POS applet settings, you can select which pricing scheme to use for minimum price, maximum price, or retail price calculations.

Pricing Scheme Create

The Create Pricing Scheme panel includes:

Pricing Scheme Code - Auto-generated unique identifier by the system
Pricing Scheme Name - Descriptive name for the pricing scheme (mandatory)
Description - Additional details about the pricing scheme (optional)

Pricing Scheme Edit

If the user wishes to edit the Pricing Scheme they can click on a specific pricing scheme in the listing, once clicked it will redirect to the second container where the user can edit the remaining information.

The Edit panel contains these tabs:

Main Tab - allows the user to edit and delete the pricing scheme details with the exception of Pricing Scheme Code.
Copy Tab - Duplicate pricing from an existing scheme. Select a source scheme from the dropdown and apply it to items, with optional amendments.

Import Item

Import the item to the applet by clicking on the plus and selecting Upload. Choose from the doc item to upload. Additionally, select the source fields and target fields for the doc item, then click export to set the fields. Finally, upload the item.

Import Templates

Available templates for different import scenarios:

Template	Use Case
Doc Item	Standard item creation
Doc Item Category Link	Link items to categories
Doc Item Relationship	Group/bundle item relationships
Doc Item Pricing	Bulk pricing data upload
Doc Item With GL Code	Items with Account Code type
Doc Item Label Link	Item label associations
Doc Item Company Link	Company-level item linking
Doc Item Branch Link	Branch-level item linking
Doc Item Category	Category data import

Every templates have different columns required for importing to know what are the required column

Template Usage Tip: The “Doc Item Pricing” template is often used in conjunction with items that have the “Account Code” item type. If you are importing pricing data for Account Code items, use this template for bulk uploads.

Customizable Import Template (Doc Item Only)

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Custom Template Generation: When importing Doc Item type, a configurable dialog allows you to create a custom CSV template with only the fields you need for your specific scenario.

Instead of downloading a massive template with 50+ columns, you can select exactly what fields you need:

User Scenario	Example Fields Selected
Basic import	ITEM_CODE, ITEM_NAME, BASE_UOM, STATUS
Full import	ITEM_CODE, ITEM_NAME, BASE_UOM, STATUS, EAN_CODE, CURRENCY, all TAX fields
Pricing focus	ITEM_CODE, ITEM_NAME, BASE_UOM, CURRENCY, pricing-related fields

This feature is available only for the Doc Item template type - other import templates (Category Link, Pricing, etc.) use fixed column formats.

Import Process

Select the file type/template
For Doc Item: Use the configurable dialog to select which fields to include in your template
Download the template CSV (with your selected fields or all fields for other templates)
Fill in your product details in the CSV
Save as .csv format
Upload via the Upload File button or drag-and-drop

Uploaded files appear in the listing below and can be managed or deleted from the File Import Edit page.

Related Applets - Doc Item Maintenance

The Doc Item Maintenance applet can import Lines from the following Applets:

Tax Configuration Applet
Chart of Accounts Applet
Organisation Applet
Stock Availability Applet

The information in Doc Item Maintenance applet, is used by which applets:

Ecomsync Applet
Internal Sales Order Applet
Delivery Order Applet
Internal Purchase Order Applet
Process Maintenance Applet
Beauty POS Applet
POS General Applet
Internal Job Order Applet
CellLabs- QR Code Management Applet
Internal Packing Order Applet
UCC - Unified Contact Centre Applet

Export Item

If the user wants to export the item, several templates are available to choose from, which include:

Export Templates

Each export type has a fixed column set - all relevant columns for that export type are included automatically:

Template	Data Exported
Doc Item Pricing	Item pricing across schemes
Doc Item With GL Code	Items with GL/Account codes
Doc Item Company Link	Company linking data
Doc Item Branch Link	Branch linking data
Doc Item Label Link	Label associations

Export Filtering vs Column Selection

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Important: The export function does NOT allow you to select which specific columns to include. Each export type has a predetermined set of columns.

What You CAN Do	What You CANNOT Do
✅ Filter BY criteria (pricing scheme, item status, categories)	❌ Pick specific columns to include in export
✅ Choose which export template/type to use	❌ Customize the column set for an export type
✅ Export only items matching your filter criteria	❌ Exclude specific columns from the export

Select a template, configure the filter options to narrow down which items to export, and download the resulting file containing all columns for that export type.

Scheduler

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Advanced Module: This is an advanced feature that may not be covered in basic walkthrough videos. It is used for scheduling automated tasks within the applet.

Create

To create a Scheduler, the user clicks +, and will go to the second page. In the details tab - user fills in:

Scheduler Code
Scheduler Name
Time Interval
Interval
Branch List

Cron Expression tab

It enables users to schedule tasks to run periodically at a specified date and time.

To edit or remove Scheduler, select the specific scheduler you want and it will lead you to the second page where u can implement your changes.

Search Filter

Search Filters allow you to create customizable filter configurations that can be used in e-commerce platforms like CP-Commerce. These filters help customers narrow down product searches based on specific attributes or categories.

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Where Search Filters Are Used: Within this applet, Search Filters are integrated only with Category management screens (Category Create and Category Edit). They are NOT used in the main Item Listing, Item Edit/Create, Pricing Scheme, or Export screens.

Search Filter Listing

The toolbar provides options to export the list to PDF or XLS formats, and includes a search bar for quick filtering.

Create Search Filter

Edit Search Filter

Click on any existing search filter in the listing to open the Edit panel. This panel displays the same fields as the Create panel. Updates can be saved, or the filter can be deleted from this panel.

Sections Tab

Each search filter can have multiple sections that define the filter options displayed in CP-Commerce.

Section Types

The unique value of Search Filter is the Section Types - these define what users can filter by:

Type	What It Filters
ATTRIBUTE	Filter items by a specific attribute (e.g., Brand, Color, Size)
PRICE	Filter items by price range
RATING	Filter items by rating score
POINT_CURRENCY	Filter items by membership point currency
STOCK_AVAILABILITY	Filter by in-stock/out-of-stock status
POINT_REDEEM	Filter items by redeemable points

Each section can be linked to item attributes, allowing customers to filter products based on those attributes.

Usage in CP-Commerce: When a search filter is configured and linked to a product category in CP-Commerce, customers will see the filter sections on the storefront, allowing them to narrow down product searches by selecting specific attribute values.

Application Settings

The Application Settings menu provides personalization and configuration options for the Doc Item Maintenance Applet.

Hiding Tabs

You can configure the app to hide specific tabs (like CP Commerce or Category Group) if they are not relevant to your business. This helps streamline the interface and focus only on the features you need.

Listing Defaults

You can set default views for your item listing page, including:

Default columns to display
Default sorting options
Pagination preferences

Tip: If you don’t need the Category Group feature for your workflow, you can hide it via the Application Settings to keep your interface clean and focused.

Best Practices

Item Creation

Fill only essential information in CREATE section to prevent data loss
Use EDIT section to add detailed information after initial creation
Maintain consistent naming conventions for item codes
Regularly update item information to ensure accuracy

Category Management

Organize items using appropriate categories
Use nested categories for better organization
Keep category structure simple and logical
Update category images for better visual reference

Pricing Management

Create pricing scheme templates before adding prices
Use entity pricing for customer/supplier-specific pricing
Regularly review and update pricing
Test pricing in POS before going live

Marketplace Integration

Ensure accurate item information before syncing
Use appropriate main and promotional images
Keep stock availability updated
Monitor marketplace listings regularly

Pro Tip: Items can be created manually or synced from EMP (if currently using Wavelet EMP). Use bulk import for large quantities of items to save time and ensure data accuracy.

Support Resources

For additional assistance:

Item setup guide
Category configuration documentation
Pricing scheme tutorials
Import/export templates
Best practices documentation