Skip to main content

Machine Grouping

Machine Grouping​

1.1 Add Machine Grouping​

Add Machine Grouping – Step-by-Step

Step 1: Access the Machine Grouping
From the main side menu, go to Purchase → Masters → Machine Grouping. This will open the Machine Grouping Search page.

Step 2: Adding a Machine Grouping
On the top-right corner of the Machine Grouping Search page, click on the Add Machine Grouping button to proceed.

Step 3: Fill in Details

  • Machine Grouping Name [Text Field] (Mandatory) – Enter the name that identifies the group of machines. This is useful for categorizing machines based on function, type, or location.
  • Description [Text Field] (Mandatory) – Provide a short explanation about the machine group. This can include its purpose, main functions, or other identifying details.

Step 4: Save, Clear, or Cancel

  • Submit – Saves the data and finalizes the entry.
  • Clear – Clears all entered values.
  • Cancel – Returns to the search page without saving.
note

A success message will appear once the entry is successfully added.

1.2 Search Machine Grouping​

Search a Machine Grouping Records – Step-by-Step

Step 1: Apply Search Filters
You can search using the following filters on the Machine Grouping screen:

On the Machine Grouping Search page, you can search in two ways:

  • Machine Grouping Name [Text Field] (Optional) – Enter the specific machine grouping name you are looking for.
  • Description [Text Field] (Optional) – Enter part of the description to find related groups.

Step 2: Search or Clear

  • Search – Fetches results based on selected fields.
  • Clear – Resets all fields to default.

Step 3: View Results
Results matching your criteria are displayed in a table with the following columns:

  • S.No – Serial number of the entry.
  • View/Edit – Icons to view or edit the machine grouping details.
  • Machine Grouping Name – Name of the machine group.
  • Description – Short description of the group.
note

You can use a single filter or combine multiple filters for precise results.
A search field above the table allows for quick filtering.

1.3 Edit Machine Grouping​

Edit a Machine Grouping – Step-by-Step

Step 1: Access the Edit Page
Once the search results are displayed, click the View/Edit button next to the Machine Grouping you want to change.

Step 2: Update Information
On the Edit Machine Grouping page, update the required details and click Submit to save your changes.

Step 3: Save or Cancel

  • Submit – Applies and saves all changes.
  • Cancel – Discards changes and returns to the search screen.

Step 4: Export as Excel
Click the Export as Excel button to download the displayed search results in Excel format.

That's it! You've learned how to ADD, SEARCH, and EDIT a Machinegrouping using the DMeX app.For assistance, contact the Support Team.