Borg Desk ERP allows businesses to set product form fields or product master as per their requirements. Borg facilitates 30+ form fields to manage product attributes. Final settings of form allows to upload / import all data at one go nu using excel CSV format & provides listing of the same. 
It also facilitates to create duplicate product entries to avoid all fields to be filled at create new similar product. The Product Master in Borg Desk ERP is the central database for managing all products, including raw materials, finished goods, and services. Properly setting up your Product Master ensures smooth inventory tracking, order processing, and reporting.

How to Create Custom fields or product master in the product Form in the Borg Desk Inventory Module ?

 Step 1: Access the Product Master
1️⃣ Log in to Borg Desk ERP.
2️⃣ Navigate to Inventory Module → Click on Tool Icon to access Product Master in the inventory module.
3️⃣ Click "Custom Product Form" to start defining a new product custom fields.

Divide details in broadly 3 parts for understanding & Management.  There are few standard fields which Borg Desk recommends to keep & maintained with relevant information value, Optional Fields which can be kept or hide & Additional Fields which can be added when needed to maintain addition attributes of products

Step 2: Enter or set basic & standard fields of Products which can not be made hidden or altered

• Product Name – Enter the exact name of the product.

• SKU Code – Assign a unique Stock Keeping Unit (SKU) for identification.

• Barcode (Optional) – Scan or enter a barcode for easy tracking.

• Product Category – Select or create a new product category.

• Product Sub0Category -  Select or create a new product sub-category

• Unit of Measurement (UoM) – Define units like Pieces, Kg, Liters, Meters, etc.

• HSN Code & GST Compliance – For tax regulations.

• MOQ - Minimum Order Quantity

• Reorder Level (MSQ - Minimum Shortage Quantity)– Set the minimum stock level to trigger reordering.

• Product Remarks

• Product Description

Step 3: Define Pricing & Tax Details Which are part of Standard Fields of Product Form

• Purchase Price – Enter the cost price per unit.

• Minimum Selling Price – Set a retail or wholesale price.

• Tax Settings – Select applicable GST/VAT rates.

• Maximum Retail Price (MRP)

• Dealer Price (DP)

Step 4: Optional Fields of product Form which can be made hidden if not applicable in your business

• Country of Origin

• Dimensions

• Warranty - To set product warranty if applicable

• Brand Name  - To enter brand name if dealing in multiple brands

• Model Name - Model number of SKU

• Body Color - Can be defiled colour of SKU

• Shape  -  Can defile Size of SKU

• IP Rating  -  To set IP Rating of Product

Step 5: Upload Images & Documents - This part of Optional Fields of product form

• Attach Product Godown Images for easy identification.

• Attach Showroom Images of every product for identification

• Uplaod standard image of product

• Upload Technical Sheets, Compliance Certificates, or User Manuals.

Step 6: Add Custom Attributes (If Needed)
Borg Desk ERP allows customization based on business needs:
✔ Color, Size, Material Type – Useful for apparel, manufacturing, and retail.
✔ Batch Number & Expiry Date – Ideal for perishable or regulated items.
✔ Serial Number Tracking – For electronic or high-value products.

To Add a Custom Additional Field:
Set the "Custom Additional Product Form" to YES → Click on Plus Sign (+) in the right corner of box ----> will be landed to new window containing option to add new field ----> Enter Position of Box like ( 1-15) ---> Assign a Field Label (Name) ---> Mark Yes of to be made mandatory otherwise mark it No---> Choose Field Type (Text, Number, Dropdown, etc.) ---> Click on Plus (+) Symbol to add blank field → Click on Update.

You can repeat the same from selecting box position to add fields up to 15.  

Step 7: Save & Manage Product Master
✔ Click "Save & Create Another" to add multiple products.
✔ Use the Bulk Upload Feature to add products using an Excel template. Know More in details
✔ Edit or update existing products whenever necessary. Know More in details

Benefits of Setting Up Product Master in Borg Desk ERP
✅ Accurate Inventory Tracking – Prevents stockouts & overstocking.
✅ Faster Order Processing – Quick access to product details.
✅ Automated Pricing & Tax Calculations – No manual errors in billing.
✅ Seamless Integration – Connects with Sales, Purchase, and Warehouse Modules.
✅ Better Decision-Making – Access real-time reports on inventory performance.
 

If Still any Concern or need one-to-one session with our Product Managers or customer care  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

January 16, 2025

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