Basic Operations

Master the fundamental daily tasks that form the backbone of your business operations in BigLedger. This section covers essential data management, item handling, and document processing tasks.

Core Data Management

Learn to manage the essential data that powers your business:

Creating Items
Step-by-step guide to adding products and services to your catalog
Item Management
Comprehensive guide to maintaining your product catalog
Editing Items
Modifying existing products, pricing, and specifications

Document Management

Handle business documents efficiently:

Document Types
Understanding different document types and their usage
Document Management
Creating, editing, and managing business documents

Key Learning Objectives

After completing this section, you will be able to:

  • ✅ Create and configure items in your product catalog
  • ✅ Manage inventory items with proper classifications
  • ✅ Edit existing items and update specifications
  • ✅ Work with different document types effectively
  • ✅ Maintain data integrity across all operations
  • ✅ Apply consistent naming conventions and organization

Essential Skills Checklist

Item Management Skills

  • Create new products and services
  • Set up proper item classifications
  • Configure units of measure correctly
  • Enable e-commerce integration (EcomSync)
  • Edit item details and specifications
  • Manage item categories and organization

Document Processing Skills

  • Understand different document types
  • Create business documents properly
  • Edit and modify existing documents
  • Apply proper document workflows
  • Maintain document compliance standards

Best Practices

Data Entry Standards

  • Consistency: Use standardized naming conventions across all items
  • Completeness: Fill all required fields to ensure proper system operation
  • Accuracy: Double-check critical information before saving
  • Organization: Use logical categorization for easy retrieval

Quality Control

  • Regular Reviews: Schedule periodic audits of your data
  • Validation: Test items in transactions before going live
  • Documentation: Keep notes on special procedures or exceptions
  • Training: Ensure all team members follow the same procedures
Efficiency Tip: Set up templates and standards for common item types. This reduces errors and speeds up data entry for similar products.

Common Workflows

New Product Introduction

  1. Research & Planning - Gather all product specifications
  2. Item Creation - Use the item creation wizard
  3. Configuration - Set up pricing, categories, and options
  4. Testing - Verify the item works in sample transactions
  5. Activation - Make available for regular business use

Inventory Updates

  1. Review Current Data - Check existing item information
  2. Plan Changes - Document what needs to be updated
  3. Execute Updates - Make changes systematically
  4. Validation - Verify updates are correct
  5. Communication - Inform team of changes

Integration Points

Basic Operations connect with:

  • Daily Tasks - Use items in pricing and transactions
  • Modules - Items flow through all business modules
  • E-Commerce - Items sync to online stores
  • Inventory - Track stock levels and movements
  • Accounting - Items appear in financial transactions

Troubleshooting Quick Reference

Cannot create items?

  • Check user permissions with administrator
  • Ensure required applets are installed and activated

EcomSync not available?

  • Verify EcomSync applet is installed
  • Check integration settings and credentials

Items not appearing in transactions?

  • Confirm item status is active
  • Check if item type matches transaction requirements

Next Steps

After mastering Basic Operations:

  1. Daily Tasks - Apply your item management skills to routine operations
  2. Administration - Learn advanced configuration options
  3. Reports & Analytics - Analyze your item data and performance
Mastery Indicator: You’ve mastered Basic Operations when you can create, edit, and manage items confidently without referring to documentation.