Module guide
Master Data
What Master Data covers, who uses it, and how customers, suppliers, products and shared reference lists feed every other module.
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Master Data overview
What Master Data covers, who uses it, and how customers, suppliers, products and shared reference lists feed every other module.
5 min readGet started with Master Data
The order in which to set up units, categories, geography, roles and switches before you enter customers, suppliers and products.
7 min readDaily operations
Create a customer or supplier8 min›Add addresses, people, bank accounts and documents to a contact8 min›Set a credit limit, record a review and place a hold9 min›Create and maintain a product9 min›Manage variants, barcodes and packaging on a product8 min›Create and release a party8 min›Propose and approve a bank or tax change8 min›Find duplicates and merge them8 min›Build product templates and variants9 min›Publish products and manage item codes and substitutes9 min›Import products or partners from a CSV file7 min›