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Prerequisites

Your raw material exists as an Item under Stock ▶️ Item ▶️ Item List

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1.0 Steps to Update a Raw Material

  1. Open the Item List
    • From the home page, go to Stock ▶️ Item ▶️ Item List.
    • Locate your raw material (e.g. “Premium Wheat Flour”) using the search bar or filters.
  2. Enter Edit Mode
    • Click the item’s name to open its profile.
    • Click Actions ▶️ Edit (or simply the Edit button) in the top-right corner.
  3. Modify Basic Details
    • On the Details tab, update fields such as:
      • Item Name or Item Code
      • Item Group (e.g., switch from “Raw Materials” to a sub-group)
      • Default UOM or Stock UOM
      • Description
  4. Adjust Inventory Settings
    • Switch to the Inventory tab.
    • Change parameters like:
      • Default Warehouse (new storage location)
      • Shelf Life or End of Life dates
      • Valuation Method (FIFO ↔ Moving Average)
      • Allow Negative Stock toggle
  5. Update Purchasing Info
    • Click the Purchasing tab.
    • In Supplier Details, edit or add:
      • Supplier, Lead Time, Last Purchase Rate
      • Mark a different vendor as Default if needed
      • Toggle Allow Purchase
  6. Revise Accounting Settings
    • Select the Accounting tab.
    • Update:
      • Expense Account or Stock Adjustment Account
      • Stock Received But Not Billed account
      • Any tax or costing variants
  7. Refresh Attachments & Images
    • If you need a new spec sheet or updated photo, click Attachments ▶️ Add Attachment or Change on the image placeholder.
  8. Save Your Changes
    • Click Save in the top-right.