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Metal Master

1.1 Add Metal Master​

Add a Metal Master - Step-by-Step​

Step 1: Reach the Metal Master​

  • From the main side menu, click on "Sales", then go to "Masters", and finally choose "Metal Master". This will open the Metal Master Search page.

Step 2: Adding a Metal Master​

  • Located at the top-right corner of the Metal Master Search page, there is an “Add Metal Master” button. Simply click on this button to proceed.

Step 3: Fill in Details​

note

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

Fill in the following mandatory fields:

  • Metal Name [Mandatory] [Text Field] Enter the name of the metal. This field is used to uniquely identify the metal in the system.

  • Display Name [Mandatory] [Text Field] This is how the metal will appear on invoices and internal reports.

  • Description [Mandatory] [Text Field] Provide a detailed description of the metal, including any technical specs, grade, or intended use.

  • Status [Mandatory] [Dropdown] Choose whether the metal is Active or Inactive from the dropdown.

  • Submit – Saves the data and finalizes the entry.

  • Clear – Clears all entered values.

  • Cancel – Returns to the search page without saving.

Step 4: Create Metal Price (Brief)​

  • Currency: '[Dropdown] [Mandatory] Select the currency.

  • Value: [Text Field] [Mandatory] Enter metal price (max 10 digits before decimal, 3 after).

  • Name of Mill: [Text Field] [Mandatory] Enter mill Name.

  • Effective Date: [Text Field] [Mandatory] Choose the start date for price validity.

  • Expiry Date: [Text Field] [Optional] Choose end date for price validity;

  • Submit – Saves the metal price details.

  • Clear – Resets the input fields.

1.2 Search Metal Master​

Search a Metal - Step-by-Step​

Step 1: Open Search Page​

  • When you access Metal Master, it defaults to a search/form view.

Step 2: Use Search Options​

  • You can search for a metal by:
    • Metal Name
    • Display Name
    • Status
  • Or, just click Search (if available) to display all metal records.

Step 3: View Results​

  • After searching:
    • Matching results will appear in a grid or list.
    • You can use Edit/View action to modify or review a metal.

1.3 Edit Metal Master​

Edit a Metal - Step-by-Step​

Step 1: Find the Metal to Edit​

  • Use the search functionality as explained above to locate the metal.

Step 2: Open Edit Page​

  • In the search results, click View/Edit next to the metal you want to modify.

Step 3: Modify the Information​

  • You’ll be taken to the Edit Metal Master page where all current details are displayed.
  • You can update:
    • Metal Name
    • Display Name
    • Description
    • Status
note

Ensure all required fields are filled before saving.

Step 4: Save Changes​

  • After updating the fields, click:
    • Submit – Saves the data and finalizes the entry.
    • Clear – Clears all entered values.
    • Cancel – Returns to the search page without saving.

Notes​

  • The Metal Master section is used to define and manage all metals in the system.
  • It stores details like metal name, display name, description, and status.
  • This ensures each metal is uniquely identified and consistently used across all modules.
  • It forms the base for metal pricing, purchase, and production activities.
  • Maintaining this master ensures accuracy and uniformity in all metal-related transactions.

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