Miscellaneous
This section documents static and semi-static configuration objects you should set up before daily operations. Each entry follows the same structure: Overview / Where to Access / Key Attributes / Creation Workflow / Key Functions / Best Practices.
General Overview
These master data objects are baseline; ianaiERP supports adding and customizing additional attributes and entities to match each client’s workflow
1) Account
Overview
Chart of accounts records used by items and transactions for posting (assets, income, expenses, etc.). Define once and reuse across the system.
Where to Access
Company → Miscellaneous → Accounts
Key Attributes
Name: Display name of the account.
Type: Asset, Liability, Equity, Income, Expense.
Number: Optional account code/number.
Currency: If your books use multi-currency.
Active: Toggle availability in pickers.
Notes: Internal description.
Creation Workflow
Go to Company → Miscellaneous → Accounts → Add New.
Enter Name, Type, (optional) Number/Currency/Notes → Save.
Key Functions
Map item posting (Asset/COGS/Income/Expense) during item setup.
Select on transactions where manual account selection is needed.
2) Bin Location
Overview
Sub-locations inside a location (aisle, row, shelf, floor stack) for granular storage and picking.
Where to Access
Company → Miscellaneous → Bins
(Enable Bin Tracking on the target Location first: Company → Miscellaneous → Locations → Add New → Bin Tracking ✓)
Key Attributes
Bin Number: Unique identifier (allow prefixes for multi-site).
Description: Human-readable label.
Location: The parent bin-tracked location.
Sequence: Display/pick order (0–9999).
Active: Availability toggle.
Creation Workflow
Ensure the Location is bin-tracked (create new if needed).
Company → Miscellaneous → Bins → Add New → fill Number, Description, Location, Sequence → Save.
Key Functions
Default bin on items; appears on receipts, transfers, picks, shipments.
Bin-to-bin and site transfers respect From/To Bin.
3) Class
Overview
Tag for reporting and segmentation (e.g., product line, cost center).
Where to Access
Company → Miscellaneous → Classes
Key Attributes
Name / Code: Identifier(s) shown on forms and reports.
Description: Internal notes.
Parent (optional): Create simple hierarchies.
Active: Availability.
Creation Workflow
Miscellaneous → Classes → Add New → fill fields → Save.
Key Functions
Assign on items and transactions for sliced reporting.
4) External Channel
Overview
Represents sales/fulfillment channels (e.g., webstores, marketplaces, EDI, manual). Controls source tagging and integration options.
Where to Access
Miscellaneous → External Channels
Key Attributes
Channel Name: Display label.
Type: Shopify, Amazon, Marketplace, EDI, Manual, etc.
Endpoint / Store URL / Credentials: If integrated.
Sync Options: Orders, inventory, pricing (when applicable).
Active: Availability.
Creation Workflow
Miscellaneous → External Channels → Add New → enter Name, Type, and connection fields (if used) → Save.
Key Functions
Tag orders by channel; drive channel-specific pricing/rules.
Filter dashboards and reports by channel.
5) Department
Overview
Organizational unit (e.g., Production, QA, Sales) used for responsibility and reporting.
Where to Access
Miscellaneous → Departments
Key Attributes
Name / Code, Description, Parent (optional), Active
Creation Workflow
Miscellaneous → Departments → Add New → fill fields → Save.
Key Functions
Stamp on transactions (e.g., builds, POs) for departmental views.
6) Payment Method
Overview
Defines how payments are tendered/received on sales and purchases.
Where to Access
Miscellaneous → Payment Methods
Key Attributes
Name: e.g., Cash, Credit Card, ACH, Wire, Check.
Processor / Account Ref (optional): If used.
Active
Creation Workflow
Miscellaneous → Payment Methods → Add New → fill fields → Save.
Key Functions
Default onto receivables/payables documents; filter receipts.
7) Sales Rep
Overview
Maintains the roster of sales representatives for assignment, reporting, and commission tracking (if used).
Where to Access
Miscellaneous → Sales Reps
Key Attributes
Name
Email / Phone
User Link (optional): Tie to a login user.
Commission % (optional)
Active
Creation Workflow
Miscellaneous → Sales Reps → Add New → fill fields → Save.
Key Functions
Assign on customers and sales transactions; filter dashboards.
8) Ship Method
Overview
Named shipping methods combining carrier and service for consistent selection and rating/labeling.
Where to Access
Miscellaneous → Ship Methods
Key Attributes
Name: e.g., UPS Ground, FedEx 2Day.
Carrier / Service Level
Account Number (optional)
Default (optional)
Active
Creation Workflow
Miscellaneous → Ship Methods → Add New → fill fields → Save.
Key Functions
Default onto orders/shipments; used in rate shopping and labels.
9) Tax Code
Overview
Tax application code selected on items and customers; determines which tax agency/rates apply.
Where to Access
Company → Miscellaneous → Tax Codes
Key Attributes
Name / Code
Agency: Link to Tax Agency.
Calculation / Applicability: Goods/services, taxable/exempt.
Active
Creation Workflow
Miscellaneous → Tax Codes → Add New → select Agency, set properties → Save.
Key Functions
Appears on sales/purchase lines to compute tax.
Best Practices
Create explicit exempt codes (e.g., OUT-OF-STATE, RESELLER).
10) Tax Agency
Overview
Authority you report and remit taxes to.
Where to Access
Miscellaneous → Tax Agencies
Key Attributes
Name
Jurisdiction: Country/State/Province.
Registration ID
Filing Frequency: Monthly/Quarterly/Annual.
Payable Account: Liability account mapping.
Active
Creation Workflow
Miscellaneous → Tax Agencies → Add New → fill fields → Save.
Key Functions
Used by Tax Codes and Rates to route liabilities.
Best Practices
One agency per jurisdiction/registration to keep filings clean.
11) Tax Rate
Overview
Percentage rate tied to an agency (and often a code) with effective dates.
Where to Access
Miscellaneous → Tax Rates
Key Attributes
Name
Agency: Link to Tax Agency.
Rate %
Effective Date / End Date
Active
Creation Workflow
Miscellaneous → Tax Rates → Add New → set Agency, Rate, Dates → Save.
Key Functions
Engine uses the active rate per date/jurisdiction during tax calc.
12) Payment Term
Overview
Defines due dates and early-payment discounts for AR/AP.
Where to Access
Miscellaneous → Payment Terms
Key Attributes
Name: e.g., Net 30, 2% 10 Net 30.
Net Days
Discount % / Discount Days (optional)
End-of-Month (optional)
Active
Creation Workflow
Company → Miscellaneous → Payment Terms → Add New → fill fields → Save.
Key Functions
Defaults on customers/vendors; drives due dates and aging.
13) Units of Measure (UOM)
Overview
Base and alternate units for buying/selling/stocking items with conversions.
Where to Access
Enable: Settings → Inventory Settings → Use Units of Measure ✓ → Save
Define units: Company → Miscellaneous → Units of Measure
Per-item setup: Inventory → Items → Base UOM + Custom UOMs
Key Attributes
UOM (global)
Name (e.g., Case, Pallet)
Abbreviation (1–5 chars, must start with a letter)
Active
Per Item
Base UOM: Smallest common unit (not changeable after set).
Custom UOMs: UOM, Conversion (to base), optional Sales Price / Purchase Cost overrides.
Creation Workflow
Settings → Inventory → enable Use Units of Measure.
Company → Miscellaneous → Units of Measure → Add New (as needed).
Inventory → Items → set Base UOM → Custom UOMs → Add UOM with Conversion (and optional price/cost) → Save.
Key Functions
For details, please visit UOM
14) Vendor-Item Catalog
Overview
Per-vendor purchasing details per item (vendor PN, UOM, conversion, price, lead time). Drives PO autofill.
Where to Access
Miscellaneous → Vendor-Item Catalog
Key Attributes
Item
Vendor
Primary: Preferred source toggle.
Vendor Part Number
UOM / UOM Conversion: Vendor’s unit and conversion to base.
Unit Purchase Price
Lead Time (optional)
Active
Creation Workflow
Option A — From Item
Inventory → Items → edit → set Preferred Vendor and Vendor Part Number → Save.
Option B — Catalog
Miscellaneous → Vendor-Item Catalog → Add New.
Select Item, Vendor, (optional Primary), Part Number, UOM/Conversion, Unit Purchase Price → Save.
Key Functions
For details, please visit Vendor-Item Catalog
15) Worker
Overview
Factory personnel resources used for routing operations and production tracking.
Where to Access
Miscellaneous → Workers
Key Attributes
Name / Code
Email / Phone
Default Work Center (optional)
Hourly Rate (optional)
Active
Creation Workflow
Miscellaneous → Workers → Add New → fill fields → Save.
Key Functions
Assign in production contexts (sign-on to operations; cost capture if used).
16) Customer Type
Overview
Segmentation bucket for customers (Wholesale, Retail, VIP, etc.) used for pricing and reporting.
Where to Access
Miscellaneous → Customer Types
Key Attributes
Name / Code
Description
Active
Creation Workflow
Miscellaneous → Customer Types → Add New → fill fields → Save.
Key Functions
Filter and report by type; use as a target in Price Rules.
17) Project Code
Overview
Project/job identifier to tag costs and activities across documents.
Where to Access
Miscellaneous → Project Codes
Key Attributes
Code / Name
Description
Active
Creation Workflow
Company → Miscellaneous → Project Codes → Add New → fill fields → Save.
Key Functions
Select on builds, POs, SOs, etc. for project roll-up views.
18) Custom Fields
Overview
Add tailored data fields to items, transactions, and other records. Values can flow to child transactions, lists, exports, and templates.
Where to Access
Miscellaneous → Custom Fields
Key Attributes
Field Label: Unique name.
Field Type: Text / Number / Money / Date / Boolean / Choice / Multichoice / List / Calculation.
Default Value (optional)
Required (optional)
Entity Names: Select which entities (Inventory, Sales, Purchasing, Manufacturing, Shipping, etc.) the field applies to.
Choices: Options for Choice/Multichoice.
Active
Creation Workflow
Miscellaneous → Custom Fields → Add New.
Enter Label, choose Field Type, set Default/Required, select Entity Names, define Choices if applicable → Save.
(Optional) Re-order/resize on edit pages: gear (⚙) → Custom Fields section → drag to order; set width 1–6.
Key Functions
For details, please visit Custom Field
19) Work Center
Overview
Manufacturing resource definition used by routing operations for capacity and cost.
Where to Access
Manufacturing → Work Centers
Key Attributes
Name / Code
Enabled: Usable in routing/work orders.
Description
Location
Cost Items: Labor, Machine, Overhead, Setup (rates).
Capacity / Hours / Efficiency (where configured)
Creation Workflow
Manufacturing → Work Centers → New Work Center → enter Name/Code/Description/Location → add cost items and capacity parameters → Save.
Key Functions
For details, please visit Work Centers
20) Price Rules
Overview
Rule engine for pricing: fixed prices, discounts, markups, and conditional overrides by item/category, customer/customer type, channel, date range, quantity tiers, etc.
Where to Access
Miscellaneous → Price Rules
Key Attributes
Rule Name
Rule Type: Fixed Price / Discount % / Markup / (Formula-based if enabled).
Targets: Item, Item Category, Item Class.
Audience: Customer, Customer Type, Channel (External Channel).
Conditions: Qty thresholds, date ranges, location/channel filters.
Priority / Stack: Priority order and whether rule stacks with others.
Active / Start–End Date
Creation Workflow
Miscellaneous → Price Rules → Add New.
Choose Rule Type and define Targets (item/category/class).
Set Audience (customer / customer type / channel).
Add Conditions (qty breaks, date range, etc.).
Define value (fixed price, % discount, markup) and Priority/Stacking → Save.
Test on a sample order: add the item and customer/channel to confirm applied price.
Key Functions
Auto-applies eligible rule on order entry; respects priority and stacking.
Supports channel-specific pricing and customer-segment discounts.
Enables quantity tiers via condition thresholds.
Best Practices
Keep rules narrow and explicit; avoid overlapping broad rules.
Use priorities to resolve conflicts; prefer one source of truth per scenario.
Review rule effectiveness and deactivate stale promos.
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