PRODUCT MASTER – USER MANUAL DPL

PRODUCT MASTER – USER MANUAL

Version: V1.0.37.4

Prepared By: Arul Jothi. M

Date: 20/11/2025

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 Table of Contents

1. Introduction
2. System Requirements
3. Logging In
4. Product Master
   
    • Step 1: Navigate to the Product Master Screen
   
    • Step 2: Create a New Product Master
   
    • Step 3: Fill Mandatory & Non-Mandatory Fields
   
    • Step 4: Submit the Product Master
   
    • Step 5: View Created Product Master
   
    • Step 6: Download Product Master Data
   
    • Step 7: Upload Bulk Product Master Data
5. Troubleshooting Common Issues
6. Frequently Asked Questions (FAQs)
7. Support

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1. Introduction

The Product Master module is used to define, maintain, and manage all product-related data within the system. It ensures standardized product information, supports operational accuracy, and enables seamless integration across warehouse, billing, inventory, and logistics modules.

This module improves product classification, ensures data consistency, and enhances overall efficiency in daily operations.

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2. System Requirements

Supported Browsers

• Google Chrome (Version 90 or above)

• Mozilla Firefox (Version 85 or above)

User Access Role

• Warehouse Users

• Operations Team

• Sales / Pricing Team

(Users must have access to the Product Master screen.)

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3. Logging In

Step 1: Open ZEALIT 2.0 in your browser.

Step 2: Log in with your assigned credentials.

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4. Product Master Screen

The Product Master screen is used to create and manage product details including dimensions, category, UOM, packaging, HSN codes, and more.

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Step 1: Navigate to the Product Master Screen

From the dashboard, open Product Master.

Alternatively, use the Type to Search feature to locate the module.

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Step 2: Create a New Product Master

Click + Create New to begin adding a new product.

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Step 3: Fill Mandatory & Non-Mandatory Fields

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🔴 Mandatory Fields (With “*”)

Field Name	Meaning / Description
Product Code*	A unique identifier/code assigned to the product. Used for tracking in all modules.
Product Name*	Official name or description of the product.
Product Category*	Category/classification (e.g., Raw Material, Finished Goods, Equipment).
UOM*	Unit of Measure (KG, PCS, CTN, CBM, etc.). Required for all calculations.

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🟢 Non-Mandatory Fields (Without “*”)

Field Name	Meaning / Description
Status	ACTIVE or INACTIVE; determines if the product can be used.
Type	Type of product depending on operation needs (General Cargo, Hazardous, etc.).
Package Type	Packaging format (Carton, Pallet, Bundle, Drum, etc.).
Length	Product/package length (in Dimension UOM).
Width	Product/package width.
Height	Product/package height.
Dimension UOM	Measurement unit for dimensions (CM, M, INCH).
Per Package M3	Volume per package; calculated or manually entered.
Square ft	Footprint area per package.
Stowage	Stowage category or handling code if needed for vessel or warehouse allocation.
Notes	Additional remarks or details.
HSN Code	Tax classification number used for GST/customs purposes.

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Step 4: Submit the New Product Master

Once all the required and optional fields are entered, click Submit to save the Product Master record.

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Step 5: View Created Product Master

After creation:

• The product appears in the Product Master list.

• Use filters (Product Code, Category, Type, UOM, Status) to find specific records.

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Step 6: Download Product Master Data

To download all saved product records:

1. Click the 3-dot menu in the top-right corner.
2. Select Download Excel.
3. The Product Master Excel sheet will be downloaded and can be viewed locally.

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Step 7: Upload Bulk Product Master Data

To upload multiple product records at once:

1. Click the 3-dot menu.
2. Select Upload Excel.
3. Choose Excel Uploader: Product Master.
4. Select your prepared Excel file.
5. Click Upload to process the entries.

This helps reduce manual entry time and ensures consistency.

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5. Troubleshooting Common Issues

Issue	Possible Cause	Solution
Unable to create product	Missing mandatory fields	Fill all fields with “*”
Incorrect UOM	UOM not mapped	Select appropriate UOM from list
Bulk upload error	Wrong Excel format	Use the correct Product Master template
Product not visible	Status is INACTIVE	Change status to ACTIVE
Download not working	Browser error	Enable downloads / clear cache

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6. Frequently Asked Questions (FAQs)

Q1: Can I edit an existing product?

👉 Yes, editing is allowed if the user has permission.

Q2: Do I need to enter dimensions for all products?

👉 No, only for products where volume or space matters.

Q3: Can multiple products share the same category?

👉 Yes, Product Category is reusable.

Q4: Is HSN Code mandatory?

👉 Optional but recommended for taxation accuracy.

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7. Support

For support or technical assistance, contact:

📧 helpdesk@aggrandizeventure.zohodesk.in

 

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