Masters & setup

The reference data every transaction depends on.

Configure the company once — its branches, departments, processes, machines, metals and barcodes — and every screen downstream reads from the same masters.

What’s inside masters & setup.

9 areas

Master values

A generic master-data manager: any master type and its detail rows, searchable, added and reordered inline.

shape
the stone's outline — round, princess, oval and more
color
the D–Z colour grade scale
clarity
inclusion grades from FL down to I3
cut
cut-quality grades, Excellent to Poor
fluorescence
reaction under UV — None to Very Strong
lab
grading labs — GIA, IGI, HRD and others

Company, branches, sub-branches

Multi-company and multi-branch structure; the active branch is switchable from the top bar.

Company
the legal entities you operate under
Branches
each office or factory location
Subbranches
sections or floors within a branch

Departments & processes

Departments, their detail records, the processes each runs, and the machines assigned to them.

Department
floor teams — sawing, polishing, QC
DepartmentProcess
which processes each department runs
Departmentwisemachines
machines assigned to each department

Manufacturing process

Process definitions and their detail steps, used to route packets through the floor.

MfgProcess
the named steps a packet moves through
ProcessType
how a step runs — manual, machine or jobwork

Metal & metal rate

Metal masters with dated rate records for jewellery costing.

Metal
golds, platinum and alloys you stock
MetalRate
dated purchase rates used for costing

CAD

CAD records maintained against designs and orders.

Cad
design files linked to orders and stones

Barcode design

Label layouts plus mappings that decide which design prints for which document type.

BarcodeDesign
label layouts for tags and certificates
BarcodeDesignMappings
which layout prints for which document

Offer entry

Offers recorded against stones or parties ahead of a sale.

OfferEntry
price offers logged against stones or parties

Packet restriction

Rules that block particular packets from moving.

Packetrestriction
rules that stop specific packets from moving
One ledger

Every master here feeds straight into production, inventory, sales and finance — no re-typing, no second source of truth.

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