Master data Configuration

Overview

The Master data Configuration module in BetterCommerce's OMS enables users to define and manage standardized reasons for stock adjustments. This ensures clarity, audit compliance, and consistency in warehouse operations involving inventory modifications such as re-counting, PR (Product Return) movements, or photo shoot handling.

This documentation covers the UI flow, configuration details, and best practices for managing stock adjustment reasons.

Adjust Stock Reason Listing

Navigation

Path: Settings > Master Data Configurations > AdjustStockReason
URL: /Setting/MasterDataConfigurations

Description

This listing screen displays all available stock adjustment reasons. These predefined reasons help categorize inventory changes performed manually or through automated workflows.

Grid Columns

Column Name	Description
Value	Internal identifier or key used in the system
Text	Human-readable label describing the adjustment reason
Display Order	Numerical order for displaying entries in dropdowns or forms
Parent Item Value	Hierarchical linkage if the reason belongs to a broader category
CustomField1-4	Optional fields for extensibility (e.g., department, system flags, tags)
Status	Indicates whether the configuration is currently `Active` or `Inactive`
Actions	Edit or delete icons to manage individual entries

Sample Entries

Value	Text	Display Order	Status
Misc	Misc	6	Active
Photoshoot out	Photoshoot out	4	Active
Photoshoot returns	Photoshoot returns	5	Active
PR returns	PR returns	3	Active
PR send out	PR send out	2	Active
Recounting	Recounting	1	Active

Actions Available

Edit (✏️): Opens a modal with the existing inventory type for update.
Delete (🗑️): Available for user-created inventory types. Not allowed on system-critical or default types.
Set as Default: Only one inventory type can be set as default.

Add New Stock Adjustment Reason

Access

Click the New Configuration button at the top-right of the listing screen to open the master data creation form.

Form Fields

Field Name	Description
Table	Pre-filled as `AdjustStockReason` to indicate the target configuration table
Item Text	User-friendly name (e.g., `PR returns`) shown across UI
Item Value	Internal system value (e.g., `PR returns`, must be unique)
Display Order	Order in which the item should be displayed in forms or dropdowns
Parent Item Value	Value of a parent configuration, if applicable (for hierarchy)
Custom Field 1-4	Optional fields to store extended metadata
Active	Toggle to mark the reason as enabled/disabled in the system
Default	Toggle to mark this as the default reason (only one default allowed)

Buttons

Save: Persists the new configuration to the system.
Cancel: Closes the modal without saving any input.

Business Rules & Guidelines

Unique Value Requirement: Each entry must have a unique Item Value.
Display Order Management: Use whole numbers (e.g., 1, 2, 3...) to maintain sort order.
Default Behavior: Only one adjustment reason should be set as default.
Audit Trails: Changes to reasons (add/edit/delete) should be logged in the system backend for traceability.
Inactive Entries: Inactive values will be hidden from operational UIs but retained for audit/reference purposes.
Extensibility: Use CustomField1-4 to map reasons to departments, tags, regions, or logic flags as per business needs.

Use Case Scenarios

Scenario	Suggested Reason
Stock used for marketing	`Photoshoot out`
Item returned from campaign	`Photoshoot returns`
Customer return logging	`PR returns`
Loaning product for PR	`PR send out`
Physical stock verification	`Recounting`
Manual adjustments not mapped	`Misc`

Future Enhancements

Role-based configuration visibility/edit permissions
Bulk import/export via CSV for large-scale changes
Integration with stock adjustment logs for root cause analysis
Audit and history tracking for each configuration change