Master Data · Reference

Screens and menus

Every Master Data menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (14)

Master Data > Master Data Master Data > Products Master Data > Stewardship Master Data > Reports Master Data > References (no menu) Public catalogue API /api/v1/catalogue/{key}/products Applications > Master Data Contacts > Contacts Customer 360 > Finance & Credit Contacts > Configuration Catalogue > Catalogue Product record > dialogs Catalogue > Reporting Catalogue > Configuration

Master Data > Master Data

Master Data Dashboard

What it is for: What is shared, what waits for a decision, what is incomplete
List: columns and filters: Tiles: Parties released here (+ shared with other companies), Changes awaiting a decision, Duplicate candidates (+ merges awaiting approval), Active products (+ templates), Complete products (+ incomplete / excepted), Quality rules, Published to channels. Cards: Decisions waiting (links), Templates by lifecycle (draft / validated / approved / released / archived)
Buttons and actions: 'Adopt N partners as parties' (only when partners without a party exist); links to Bank and registration changes, Duplicates and merges, Completeness report
Permission needed: mdm.view; adopt needs mdm.steward

Parties

What it is for: The shared legal identities this company has a release (its own customer/supplier account) of
List: columns and filters: Columns: Party (PTY-000001), Legal name, Registration, Market, Account here (partner code), Shared, Status, Updated. Tabs: All / Released / Suspended / Archived with counts. Search on code, name, registration; sort; paging
Buttons and actions: New party; open a party
Permission needed: mdm.view (list); mdm.steward (create)

Party record

What it is for: One party in the record shell: identity, contacts, addresses, registrations and banks, companies
List: columns and filters: Stages: released / suspended / archived. Tabs: Identity, Contacts (n), Addresses (n), Registrations & banks, Companies (n). Smart buttons: Contacts, Addresses, Bank accounts (active), Companies
Buttons and actions: Edit identity, Release to a company, Suspend here / Archive here (or Reinstate), Add contact, Add address, Propose (registration), Propose (bank account)
Permission needed: mdm.view to read; mdm.steward to change; mdm.release to release or rename a shared party

Change requests

What it is for: Maker-checker queue for bank accounts and tax registrations, decided against the proposal's SHA-256 hash
List: columns and filters: Columns: Request (MCR-000001), Change, Action, State, Decided by (finance / tax), Hash (16 chars), Proposed. Tabs: Awaiting decision / Approved / Rejected / All
Buttons and actions: Open a request -> Approve this exact proposal / Reject (asks why)
Permission needed: mdm.view to list; mdm.finance.approve (bank) or mdm.tax.approve (registration) to decide

Master Data > Products

Product templates

What it is for: Templates (what variants share) and their lifecycle
List: columns and filters: Columns: Code, Name, Type, Axes (A x B), Variants, Lifecycle, Updated. Tabs: All / Draft / Validated / Approved / Released / Archived
Buttons and actions: New template; open a template
Permission needed: mdm.view; product.manage to create

Template record

What it is for: One template: lifecycle steps and its variants
List: columns and filters: Stages draft -> validated -> approved -> released. Variants table: SKU, one column per axis, Barcode, Sellable ('Not until released')
Buttons and actions: Validate / Approve / Release (one shown per stage), Generate all variants, Archive, Add one variant (a value per axis + Add variant)
Permission needed: product.manage (validate, archive, variants); mdm.steward (approve, release)

Attributes

What it is for: Typed product attributes; list attributes can be variant axes
List: columns and filters: Columns: Code, Name, Type, Variant axis, Values, Status
Buttons and actions: New attribute
Permission needed: mdm.view; mdm.steward to create

Barcodes

What it is for: Registered scanner identities per product / pack
List: columns and filters: Columns: Code, Symbology, Product, Pack, Status
Buttons and actions: Register barcode
Permission needed: mdm.view; product.manage to register

Customer item codes

What it is for: A customer's own SKU for our product
List: columns and filters: Columns: Customer, Their code, Our product, Description, Status
Buttons and actions: New code
Permission needed: mdm.view; product.manage; feature switch 'Customer and supplier item codes'

Supplier item codes

What it is for: A supplier's SKU and packaging for our product
List: columns and filters: Columns: Supplier, Their code, Our product, Description, Status
Buttons and actions: New code
Permission needed: mdm.view; product.manage; same feature switch

Tracking policies and media

What it is for: Per product: versioned tracking / shelf-life policy and product pictures
List: columns and filters: Product picker. Policy table: v, Tracking, Expiry, Days, Status; warning 'N lots in stock...'. Media gallery: picture, width x height, audience
Buttons and actions: Propose version, Activate (draft rows), Upload (PNG/JPEG/WebP)
Permission needed: mdm.view; product.manage (propose, upload); mdm.steward (activate)

Site defaults

What it is for: Versioned storage, route and replenishment defaults per product and warehouse
List: columns and filters: Columns: Product, Site, v, Route, Min, Max, Reorder point, Lead days, Status
Buttons and actions: New version
Permission needed: mdm.view; product.manage

Account mappings

What it is for: Versioned sales / expense / stock / variance accounts for a category or product
List: columns and filters: Columns: Mapping (MAP-000001), Scope, v, Sales, Stock, Expense, Status, Activate (draft rows)
Buttons and actions: New mapping, Activate
Permission needed: mdm.view; product.manage to draft; mdm.finance.approve to activate

Substitutes

What it is for: Approved relations: product B may stand in for A at a ratio
List: columns and filters: Columns: Instead of, Use, Ratio, Direction, Reason, Status, Approve (draft rows)
Buttons and actions: New substitute, Approve
Permission needed: mdm.view; product.manage to propose; mdm.steward to approve; feature switch 'Substitutes'

Catalogues

What it is for: Channel catalogues (web / POS / sales) and what is published to each
List: columns and filters: Columns: Code, Name, Channel, Published (count), Status. Open -> assortment dialog: public read address, Product, Price, v, Status, Published
Buttons and actions: New catalogue; open -> Publish (choose a product), Withdraw
Permission needed: mdm.view; mdm.publish; feature switch 'Channel catalogues and assortments'

Master Data > Stewardship

Duplicates and merges

What it is for: Candidate duplicate pairs and reviewed merges
List: columns and filters: Possible duplicates: Record, Looks like, Why, Confidence, actions. Merges: Merge (MRG-000001), Kind, Conflicts, Documents moved, State, Proposed
Buttons and actions: Scan partners, Propose merge (choose survivor), Not a duplicate, Approve / Reject (merge)
Permission needed: mdm.view; mdm.steward (scan, dismiss, propose); mdm.merge.approve (decide); feature switch 'Duplicates and merges'

Imports

What it is for: CSV imports of products or partners: preview, then commit valid rows
List: columns and filters: Import (Products / Partners) selector. Columns: Import (IMP-000001), Of, File, Rows, Valid, Quarantined, Written, State, Uploaded. Open -> rows with values, problems, state
Buttons and actions: Upload CSV to preview; in a previewed batch: Discard, Write N valid rows
Permission needed: mdm.import (menu and every action); feature switch 'Governed imports'

Data quality

What it is for: Required-field rules, approved exceptions and the incomplete records
List: columns and filters: Required fields: Of, Field, Label, Status. Exceptions: Rule, Record, Reason, Until, Status. Incomplete records: Record, Field, State (first 200) with totals line
Buttons and actions: Rule (new), Exception (on a missing row), Approve (proposed exception)
Permission needed: mdm.view; mdm.steward

Field security

What it is for: Read / write permissions and export flag on product and partner custom fields
List: columns and filters: Columns: Model, Field, Read needs, Write needs, Exportable
Buttons and actions: Restrict a field
Permission needed: Menu needs mdm.steward; list mdm.view

Master Data > Reports

Completeness report

What it is for: Every active product against every active rule
List: columns and filters: Totals: Records, Complete, Excepted, Incomplete, Rules. Columns: Code, Name, Rule, Field, State, Exception reason, Exception until
Buttons and actions: List tools (search, export)
Permission needed: mdm.view

Duplicate review report

What it is for: All candidate pairs with reasons and confidence
List: columns and filters: Totals: Pairs, Open. Columns: Kind, Left, Right, Reasons, Confidence, State
Buttons and actions: List tools
Permission needed: mdm.view

Product catalogue report

What it is for: What each channel has published, as published
List: columns and filters: Totals: Published. Columns: Catalogue, Channel, Code, Name, Price, Version, Status, Published at
Buttons and actions: List tools
Permission needed: mdm.view

UOM and barcode audit

What it is for: Every scanner identity unique and well formed; one reference unit per dimension
List: columns and filters: Totals: Barcodes, Not unique, Bad check digit, Dimension problems. Columns: Code, Source (product / packaging / registered), Product, Pack, Unique, Check digit, Holders. Card 'Unit conversions': Dimension, Units, Reference unit, Sound, Problem
Buttons and actions: List tools
Permission needed: mdm.view

Expiry-policy coverage

What it is for: Tracked goods against their active policy and lots in stock
List: columns and filters: Totals: Products, Covered. Columns: Code, Name, Tracking, Expiry, Policy version, Expiry days, Lots in stock, Lots without expiry, Covered
Buttons and actions: List tools
Permission needed: mdm.view

Sensitive changes report

What it is for: Every bank and registration change with the hash its decision was bound to
List: columns and filters: Totals: Changes, Approved, Awaiting. Columns: Number, Party, Entity, Action, State, Hash, Requested by id, Decided by id, Decided at
Buttons and actions: List tools
Permission needed: mdm.view

Master Data > References

Languages

What it is for: Deployment-wide language list (shared by every company)
List: columns and filters: Columns: Code, Name, Arabic, Offered. Seeded: en, ar, hi, ur, ml, tl, fr, en-GB
Buttons and actions: Withdraw / Offer per row
Permission needed: mdm.view

Time zones

What it is for: Deployment-wide time-zone list; GCC zones and UTC offered by default
List: columns and filters: Columns: Code, Name, Arabic, Offered
Buttons and actions: Withdraw / Offer per row
Permission needed: mdm.view

Currencies

What it is for: Read-only view of Accounting's currency master
List: columns and filters: Columns: Code, Name, Arabic, Decimals, GCC
Buttons and actions: None (kept by Accounting)
Permission needed: mdm.view

Channel read side

What it is for: A published catalogue read by its public key, without sign-in
List: columns and filters: GET products (search q), GET products/{code}, POST checkout (lines)
Buttons and actions: None - API only
Permission needed: No sign-in; the catalogue key is the access

Applications > Master Data

Master Data features and field settings

What it is for: Switches a company may turn off, and party field settings
List: columns and filters: Always on: Governed parties and sensitive changes, Field security. Switches: Duplicates and merges, Channel catalogues and assortments, Customer and supplier item codes, Substitutes, Governed imports. Fields: Legal name (Arabic), Trading name, Legal form, Party website
Buttons and actions: Turn a switch off / on; set a field Hidden / Optional / Required
Permission needed: Company configuration permission

Contacts > Contacts

Contacts list

What it is for: Every customer and supplier of the company, in one list (Odoo-style)
List: columns and filters: Code, Name, Type (Customer / Supplier / Customer & supplier), Market (B2B/B2C), Email, Phone, Status; optional columns Arabic name, Country, Customer group, Mobile, Tax registration ID, Payment days, custom fields. Default filter Status = Active; search code/name/email/phone; filters, group by, sort, paging (80 a page); tallies by type
Buttons and actions: New contact (company admins only on screen), open a row; the address bar keeps the code (/contacts/contacts/CUST-00001)
Permission needed: partner.view (list); partner.manage (create / edit)

Customer 360 record

What it is for: One customer or supplier: identity, addresses, people, sales and delivery defaults, finance and credit, tax, controls, documents, history
List: columns and filters: Header chips (code, country-emirate, industry, VAT, since); KPI tiles Total Receivable, Overdue, Total Sales (YTD), Open Sales Orders, Open Invoices, Active Projects; tabs Overview, General, Addresses & Contacts, Sales & Delivery, Finance & Credit, Tax & E-Invoicing, Controls & History, Documents, History
Buttons and actions: Edit / Save / Discard, New, Print (partner print types), More: New quotation, Sales orders, Open items and statement, Archive / Restore; pager; Activity panel; Record credit review
Permission needed: partner.view; partner.manage to edit; partner.bank.reveal for full bank numbers; credit.limit.reveal for limits, risk, guarantees and reviews

Customer 360 > Finance & Credit

Record credit review dialog

What it is for: Approve a new credit limit and risk grade, kept as history that cannot be edited
List: columns and filters: Approved limit, Risk level, Reason, Recommendation, Next review
Buttons and actions: Cancel, Record review
Permission needed: partner.manage

Contacts > Configuration

Custom fields

What it is for: Company-specific extra fields on contacts or products, without a release
List: columns and filters: Applies to (Contacts / Products), Key, Label, Type
Buttons and actions: Add custom field
Permission needed: Any member reads; company administrator (membership role admin) adds and changes

Countries

What it is for: Shared country master used by every address picker and tax jurisdiction
List: columns and filters: Code, Name, Arabic name, Division name, GCC, Currency, Dial code, Active
Buttons and actions: New record, open, Edit, Save; no delete (archive with Status)
Permission needed: Signed-in user reads; administrator of at least one company edits (shared by all companies)

States & regions

What it is for: Emirates / regions under a country
List: columns and filters: Code, Name, Arabic name, Country, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: As Countries

Cities & areas

What it is for: Cities and the areas inside them, under a state
List: columns and filters: Name, Arabic name, State / region, Type (City / Area within a city), Within city, Postal code, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: As Countries

Catalogue > Catalogue

Products list

What it is for: Every product and service of the company
List: columns and filters: Image, Code, Name, Type (product type label), Category, Brand, Barcode (hidden), Unit, On hand (goods only), Sales price, Standard cost, Tax %, Status, Arabic name (hidden), custom fields. Default filter Status = Active; search code/name/barcode; tallies by kind
Buttons and actions: New product (company admins only on screen), open a row (/catalogue/products/OT-1000)
Permission needed: product.view; product.manage to create; product.cost.view to see cost

Product record

What it is for: One product: general data, sales, purchase, inventory, manufacturing, logistics, accounting, quality, barcodes, variants, e-commerce, documents, notes, controls and history
List: columns and filters: Smart buttons On Hand, Forecast, Sales, Purchases (+ BoM, Routes when Manufacturing is installed); tabs General, Sales & Pricing, Purchase, Inventory / Manufacturing / Logistics & Packaging (stocked types only), Accounting, Quality, Barcodes, Variants, E-commerce, Documents, Notes, Controls & History
Buttons and actions: Edit / Save / Cancel; Print: Product sheet, Barcode labels; More: Duplicate product, Create sale, Create purchase, Adjust stock, View moves, Create BOM, Create MO, Print barcode, Archive / Restore; pager
Permission needed: product.view; product.manage edit / archive / duplicate / documents / variants; product.cost.view cost, accounts, stock value; document.draft quick sale / purchase; inventory.operate reorder rules

Product record > dialogs

Product dialogs

What it is for: Duplicate Product, Create Sale, Create Purchase, Print Barcode Labels, and the figures behind each smart button
List: columns and filters: Duplicate: new code, new name, Copy pricing / purchasing / packaging / BOM / routes / quality / documents. Sale / Purchase: customer or supplier, quantity. Labels: code, count
Buttons and actions: Duplicate, Create quotation, Create RFQ, Print; drill-down links to the full lists
Permission needed: product.manage (duplicate); document.draft (quick documents); product.view (labels)

Catalogue > Reporting

Stock on hand

What it is for: Quantity and value on hand of every stocked product
List: columns and filters: Code, Product, Unit, On hand, Standard cost, Stock value AED; List / Pivot switch
Buttons and actions: Stock adjustment (company admins), pivot view
Permission needed: product.view (and inventory read for the pivot)

Catalogue > Configuration

Product categories

What it is for: Category tree and how its goods are valued (costing method, valuation, stock accounts)
List: columns and filters: Code, Name, Arabic name (hidden), Parent category, Costing method, Valuation (hidden), Active, Description (hidden)
Buttons and actions: New record, open, Edit, Save, Products smart button
Permission needed: product.view (read); reference.manage (create / change)

Brands

What it is for: Brand list for products
List: columns and filters: Code, Name, Active, Description
Buttons and actions: New record, open, Edit, Save
Permission needed: product.view / reference.manage

Units of measure

What it is for: Units and their ratio to the reference unit of the same dimension
List: columns and filters: Code, Name, Dimension, Reference ratio, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: product.view / reference.manage

Product groups

What it is for: Grouping of products for reporting
List: columns and filters: Code, Name, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: product.view / reference.manage

Manufacturers

What it is for: Makers of products (Additional Information card)
List: columns and filters: Code, Name, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: product.view / reference.manage

Variant attributes

What it is for: Attributes variants are told apart by; a new company starts with Color, Size, Material, Capacity, Pack size, Flavor
List: columns and filters: Code, Name, Active
Buttons and actions: New record, open, Edit, Save
Permission needed: product.view / reference.manage

Updated 3 October 2026