Plant

PLANT

note

To go back to the Search screen, click Plant next to Welcome at the top-right corner of the page.

1.1 Add Plant

Add a Plant - Step-by-Step

Step 1: Reach the Plant Section From the main Side menu, click on:

• Marketing → Masters → Plant
  This opens the Plant Search page.

Step 2: Adding a Plant

• Click the "Add Plant" button in the top-right corner of the Plant Search page.

Step 3: Fill in Details

note

All fields with a (*) are mandatory, so remember to fill them all.

On the Add Plant page, complete the following fields:

Field	Description
Customer	Auto-generated while linking customer and plant.
Plant/Facility Name	Represents the specific location or facility.
Plant Code	Unique code assigned to a specific unit.
Vendor Code	Code assigned to a vendor or supplier.
Domestic Y/N	Indicates if the entity is domestic or international.
Currency	Type of currency used for transactions.
Tax ID/GST NO	Tax ID or GST number assigned to the entity.
IGST	Integrated Goods and Services Tax (for interstate transactions).
SGST/CGST	State and Central GST (for intrastate transactions).
Country of Final Destination	Dropdown list for country; shown on the invoice.

To modify dropdown values, go to the Master Category page.

Step 4: Save or Clear

• Submit: Saves the entry and opens edit mode → Refer 1.1.1.3
• Clear: Clears all fields. Cannot be undone.
• Cancel: Takes you back to the Plant Search page.

1.1.1 Sub-Tabs

1.1.1.1 Address

Step 1: Adding an Address

After submitting the plant, sub-tabs appear: Address, Buyer, Delivery Terms, Payment Terms

Complete the following for Address:

Field	Description
Address Type*	Business, billing, or shipping type.
Line One*	Street number, building name, etc.
Line Two*	Additional address detail (e.g., apartment number).
Line Three	Extra location-specific info (optional).
Line Four	More details if required.
Country*	Country of the address.
Province/State*	Region within the country.
City*	City name.
Postal Code*	ZIP code for routing.
Status*	Indicates if the plant is currently active.
Default Address	Toggle switch ("Set as Default") — switch it on to mark this address as the plant's default one, used wherever the plant's address is picked up elsewhere in the app.

To edit dropdowns, visit Master Category page.
Click Submit to add. Use View/Edit to modify after submission.

1.1.1.2 Buyer

Step 1: Adding a Buyer

After submitting Address, move to Buyer tab.

Field	Description
Buyer First Name*	First name of the buyer.
Buyer Last Name	Surname of the buyer.
Buyer Middle Name (labelled Middle Initial on screen)	Optional middle initial, shown between the first and last name wherever the buyer's name is displayed.
Phone No*	Contact number of the buyer.
Email	Email address of the buyer.
Status*	Whether buyer is active or inactive.

Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes.

Submitted entries appear in the List of Point of Contact / Buyers table with columns Point of Contact / Buyer Name (First + Middle Initial + Last name), Point of Contact / Buyer Phone No, Point of Contact / Buyer Email, and Status. Click View/Edit on a row to update that buyer.

1.1.1.3 Delivery Terms

Step 1: Adding Delivery Terms

After submitting the Buyer tab, move to Delivery Terms tab.

Field	Description
Delivery Terms*	Predefined conditions for goods/services delivery.
Effective Date*	Start date of agreement or condition.
Expiry Date	End date of agreement or condition.

Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes. =

1.1.1.4 Payment Terms

Step 1: Adding Payment Terms

After submitting Delivery Terms, go to Payment Terms tab.

Field	Description
Payment Terms*	Predefined financial transaction terms.
Effective Date*	Start date of agreement or condition.
Expiry Date	End date of agreement or condition.

Modify dropdowns from the Master Category page.
Submit and use View/Edit to make changes.

1.2 Search Plant

Search a Plant - Step-by-Step

Step 1: Start Searching

Search on the Plant Search page by:

• Customer Name* (mandatory)
• Plant/Facility Name
• Plant Code
• Vendor Code

Step 2: See the Results

After clicking "Search":

• If you search by name or code, matching plants will be displayed.
• Search results will include customer and plant details.

1.3 Edit Plant

Edit a Plant - Step-by-Step

Step 1: Find Plant Edit

Use the Plant Search feature.

Step 2: Start Editing

• Type the relevant Customer Name, Plant Name, Plant Code, or Vendor Code.
• Click Search.

Step 3: Edit Details

• Click View/Edit next to the plant.
• On the Edit Plant page, modify fields like Customer Name, Tax ID, Plant Code, etc.
• Submit to save your changes.

That's it! You've learned how to ADD, SEARCH, EDIT a plant using the DMeX app. If you need help, contact the support team.