Create

The Create Submodule serves as a centralized configuration interface within Caddayn Biller, allowing users to define and manage essential master data entities required across the system.

These entities act as supporting data for various operational modules including Items, Sales, Purchases, and Financial tracking.

1.4.1⠀Overview #

The Create Submodule is organized into multiple tabs, each representing a specific master data type:

1. Brand
2. Category
3. Tax
4. Batch
5. Expense Types
6. Investment Types

Listing Table #

Displays all existing records for the selected category with relevant fields such as:

• Unique Code
• Name / Type
• Description
• Additional attributes (e.g., Tax %, Split status)

Includes:

• Search bar (top-left)
• Refresh option
• Row selection checkbox
• Action menu (⋮) for each record

1.4.2⠀Create New Record #

Purpose #

To add new entries that are required for system-wide usage across different modules.

Steps to Add a Record #

1. Navigate to Main Menu → Master Data → Create Select the required tab:
2. Brand / Category / Tax / Batch / Expense Types / Investment Types
3. Click on the Add button (Top-right corner) A corresponding form window will open Enter required details such as:
4. Name / Type
5. Description
6. Applicable values (e.g., tax percentage, splits, etc.)
7. Click Save

The newly created record will be added and displayed in the respective list.

1.4.3⠀Record Management (Edit / Delete) #

• Editing and deleting records in this submodule follows the same standard process used across all Master Data submodules.
• Users can access these actions through the row-level action menu (⋮) for each record.
• It is advised that these actions (edit/delete) are to be performed for the records in their respective submodules and via the Create submodule.

⚠️ Note: Deleted records cannot be recovered.

1.4.4⠀System Dependencies #

Records created in this module are directly linked to:

• Items Module → Category, Brand, Tax mapping
• Sales Module → Tax application
• Purchase Module → Category & Tax linkage
• Inventory Module → Batch tracking
• Investments & Expenses Module → Expense & Investment tracking

Changes in these records may impact system-wide operations and reporting.

1.4.5⠀Production Notes #

• Avoid deleting records that are already linked to transactions
• Ensure tax configurations are accurate to prevent billing errors
• Maintain consistency in naming conventions (e.g., Categories, Brands)
• Batch records should be handled carefully for inventory accuracy
• Expense and Investment types should be predefined for proper financial tracking
• Prefer updating records instead of deleting them when possible