Docs

Masters

Groups, ledgers, stock items, units, godowns and voucher types: creating and altering them.

Masters are the names your vouchers use: ledgers, stock items and the rest.

Create, alter and list

From the Gateway:

  • C — Create opens the list of masters you can create.
  • A — Alter changes an existing one.
  • H — Chart of Accounts lists them.

Alt+H opens Multi-Master Creation, to create several at once.

Create a master without leaving a voucher

When a field asks for a ledger, party, stock item or location and the name doesn’t exist yet, press Alt+C in the list. Create it, accept, and its name goes straight back into the field.

What you can create

  • Accounts: groups and ledgers; cost centres when Enable Cost Centres is on (F11).
  • Inventory (with Maintain Inventory on): stock groups, stock categories, stock items, units and alternate units, godowns (locations), batches.
  • Voucher types.
  • Currencies, when Enable Multi-Currency is on.

A name that is not a real master is refused when you save a voucher, with the suggestion to pick an existing one or press Alt+C to create it.