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Managing master data

Maintain brands, sizes, colours, tax categories and the other lists your products are described with.

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Overview

Master Data holds the reference lists you pick from when you create articles and SKUs. Each list has its own tab: Brands, Sizes, Colors, Fabrics, Patterns, Sleeves, Lengths, Tax Categories, Seasons, Product Groups, Divisions and Design Types.

Guidelines

  1. Keep codes short and stable

    Codes appear in reports and imports. Use short, meaningful codes (for example BLK for black) and avoid renaming them later.

  2. Use the standard GST tax categories

    Name tax categories GST0, GST5, GST12, GST18 or GST28. For sales within a state the tax is split 50-50 into CGST and SGST; for sales to another state IGST is the full slab.

Steps

  1. Step 1: Open Master Data

    Go to Catalog → Master Data and pick the tab for the list you want to change.

  2. Step 2: Add an entry

    Click Add (for example Add Size), enter a Code and a Name (both required), and save.

  3. Step 3: Edit an entry

    Use Edit on the row to correct the name or other details.

  4. Step 4: Delete an unused entry

    Use Delete on the row. You can only delete an entry that isn't used by any product, and the delete can't be undone.

  5. Step 5: Update many entries from a spreadsheet

    Use Magic Import / Update to add or update master data in bulk from an Excel file.

Terms

Tax category

The GST slab assigned to an article, such as GST5 or GST12. It sets the tax rate on its SKUs.

CGST / SGST / IGST

Central and State GST (each half of the slab) apply within a state; Integrated GST (the full slab) applies between states.

Key points

  • Set up master data before creating articles and SKUs.

  • Entries in use can't be deleted.

Warnings

Deleting a master data entry can't be undone.

FAQs

Why can't I delete a colour?

It is used by at least one SKU. Entries in use can't be deleted.

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