# Table of contents

Advanced Menu
Opening the advanced table menu
Exporting to excel
Customize a view
Managing views
Bill of materials
Create an bill of materials
Edit a bill of materials
View the bill of materials for an item
Delete a bill of materials
Bulk upload data
Advanced Actions
Customer master
Create a customer
Edit a customer
View ship to locations of an customer
Delete a customer
Move a ship to location from one customer to another
Bulk upload data
Advanced Actions
External item master
Create an external item
Edit an external item
View mappings for an item
Delete all mappings for an item
Bulk upload data
Advanced Actions
Forecast orders
Create a forecast order
Edit a Forecast Order
Change status of a forecast order
View items on a forecast order in a pop-up
View items on a forecast order in the same screen
View or edit customer details
View or edit warehouse details
View all open forecast orders containing an item
Delete a forecast order
Bulk upload data
Advanced actions
Column explanation
Inventory
Create inventory
Edit inventory
View inventory details
View expected orders for a particular item
Bulk upload data
Advanced actions
Column explanation
Inventory planning
Re-run algorithm
Check the In Stock quantity
Check the Expected quantity
Check the Manufacturing quantity
Check the Demand quantity
Check the Forecast quantity
Past Demand Graph
Demand Heatmap
Buying History Graph
Advanced actions
Column explanation
Item master
Create an item
Edit an item
Change an item type
Change an item status
View subitems of an item
Delete an item
Bulk upload data
Advanced actions
Manufacturing orders
Create a manufacturing order
Edit a Manufacturing Order
Change status of a manufacturing order
View items on a manufacturing order in a pop-up
View items on a manufacturing order in the same screen
View or edit warehouse details
Delete a manufacturing order
Bulk upload data
Advanced actions
Column explanation
Purchase orders
Create a Purchase Order
Edit a Purchase Order
Change status of a purchase order
View items on a purchase order in a pop-up
View items on a purchase order in the same screen
View or edit supplier details
View or edit warehouse details
View all open purchase orders containing an item
Delete a purchase order
Bulk upload data
Advanced actions
Column explanation
Sales Orders
Create a Sales Order
Edit a Sales Order
Change status of a sales order
View items on a sales order in a pop-up
View items on a sales order in the same screen
View or edit customer details
View or edit warehouse details
View all open sales orders containing an item
Delete a sales order
Bulk upload data
Advanced actions
Column explanation
Supplier master
Create a supplier
Edit a supplier
View ship from locations of an supplier
Delete a supplier
Move a ship from location from one supplier to another
Bulk upload data
Advanced actions
Unit Master
Create a unit
Edit a unit
Delete a unit
Bulk upload data
Advanced actions
Uploading
Can I bulk upload data?
Downloading templates
Uploading data
Warehouse master
Create a warehouse
Edit a warehouse
Delete a warehouse
Bulk upload data
Advanced actions