Products / Services - Bulk Configuration

Welcome to Citicon Payroll and Accounting System Configuration for Products and Services - Bulk. This module is specifically designed to handle the entry and tracking of products or services that are managed in bulk—such as vehicles, construction materials, or shipment-based services. It is ideal for organizations that deal with large-scale items where dimensions and identifying details are crucial.

Key Purposes

1. Bulk Product Tracking: Maintain comprehensive details for bulk-managed items, including size dimensions and plate numbers where applicable.

2. Efficient Registration: Quickly register each bulk item using a standardized form that captures code, name, plate number, and dimensions.

3. Operational Relevance: Designed for industries where tracking the physical attributes of inventory (length, width) is essential to operations and billing.

4. Optimized Workflow: Enables quick referencing and use of bulk records in system transactions, ensuring accurate invoicing and service tracking.

5. Data Consistency: Reinforces correct entry through required fields, minimizing inconsistencies or missing records.

6. Inventory Oversight: Helps in maintaining clarity between bulk items and regular products/services, allowing for better reporting and resource allocation.

Products/Services - Bulk Module User-Manual

This section provides details, and set-by-step instructions to access, view, and update the Products/Services - Bulk data stored in the system.

Index Page

To access the Vendors Configuration. Go to Setup, select Configuration Settings, select Finance & Accounting, select Products/Services, then select Bulk.

a. Adjust the paging, ordering, and sorting of the Products/Services - Bulk Page here.
b. Select the respective button to either Import or Add data.
c. Search for specific record details using the search bar.
d. View or Edit a record by selecting the folder button.

Import Records

Select the Import button to import new records.
Select the Choose File button.
Select the Download Template button to view the required format for imported data, including the number of columns, and mandatory fields to be filled.
From your local storage, select the file you want to import, then select the Open button.
Select the Import button.

Add Records

Select the Add button to add a new record.
Input the necessary details for your new record.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new record.

Show Records

Select the folder button to view a record. Here you can view more specific details on the record that you selected.

Update Records

Select the folder button of the record which you want to edit.
Select the Edit button to update the details of the record.
Select a detail section which you want to edit, and enter the necessary changes.
All fields with an asterisk (*) are required to be filled up.
Select the Update button to save the changes you have made.

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