Field reference
Every field on every Master Data form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.
On this page (70)
New party / Edit identityNew partyParty > Add contactParty > Add addressPropose a bank accountPropose a registrationChange request > RejectRelease to a companyNew templateTemplate record > Add one variantNew attributeRegister barcodeCustomer item codes > New codeSupplier item codes > New codePropose a policy versionTracking policies and media > UploadSite defaults > New versionNew account mappingNew substituteNew catalogueCatalogue assortmentPropose a mergeMerges > RejectImportsRequired field (rule)ExceptionRestrict a fieldMaster Data featuresMaster Data field settingsCustomer 360 > OverviewCustomer 360 > GeneralCustomer 360 > Addresses & ContactsCustomer 360 > Sales & DeliveryCustomer 360 > Finance & CreditRecord credit review dialogCustomer 360 > Tax & E-InvoicingCustomer 360 > Controls & HistoryCustomer 360 > DocumentsAdd custom fieldCountriesStates & regionsCities & areasProduct > GeneralProduct > General / InventoryProduct > General / SalesProduct > General / PurchaseProduct > General / ManufacturingProduct > General / LogisticsProduct > Sales & PricingProduct > PurchaseProduct > Purchase > Supplier referencesProduct > InventoryProduct > ManufacturingProduct > Logistics & PackagingProduct > AccountingProduct > QualityProduct > BarcodesProduct > VariantsProduct > E-commerceProduct > DocumentsProduct > NotesProduct > Controls & HistoryProduct > General > Company AccessDuplicate ProductCreate Sale / Create PurchasePrint Barcode LabelsProduct configuration master (all kinds)Product categoriesUnits of measureVariant attributes
New party / Edit identity
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Legal name | الاسم القانوني | Text | Yes | Max 160 (longer text is cut). Copied to every released partner's name | Test Trading LLC | Empty -> 'This is required.' | |
| Legal name (Arabic) | الاسم القانوني بالعربية | Text | Conditional | Max 160. Company field setting may make it Hidden or Required | شركة الاختبار للتجارة | Setting Required + empty -> 'Legal name (Arabic) is required.'; setting Hidden + a value on create -> 'Legal name (Arabic) is turned off.' | |
| Trading name | الاسم التجاري | Text | Conditional | Max 160; field setting Hidden / Optional / Required | Test Trading | Setting Required + empty -> 'Trading name is required.' | |
| Entity | الكيان | Select | Yes | Company / Person | Company | Company | (API) 'partnership' -> 'Choose company or person.' |
| Roles | الأدوار | Multi-select | Yes | Customer, Vendor or both; decides the partner kind (customer / supplier / both) | Customer | Customer + Vendor | None ticked -> 'A party is a customer, a vendor or both.' |
| Market | السوق | Select | Yes | B2B (business) / B2C (consumer) | B2B | B2B | (API) 'retail' -> 'Choose business or consumer.' |
| Legal form | الشكل القانوني | Text | Conditional | Max 40; field setting Hidden / Optional / Required | LLC | ||
| Website | الموقع | Text | Conditional | Max 200; must start http:// or https://; field setting Hidden / Optional / Required | https://example.com | 'www.example.com' -> 'A website starts with http:// or https://.' |
New party
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Registration number | رقم التسجيل | Text | No | Max 40; spaces removed. On create it also becomes an active, unverified VAT registration. Not on the Edit dialog: later changes go through Propose registration | 100123456700003 | (API PUT) a different number on a party that has one -> 'A registration is changed through a tax-approved request (Registrations).' | |
| Registration country (ISO) | دولة التسجيل | Text | No | 2 letters, upper-cased; only set while empty; empty = the company's country (else AE) | AE | 'UAE' -> silently stored as 'UA' |
Party > Add contact
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | الاسم | Text | Yes | Max 160 | Test Contact | Empty -> 'This is required.' | |
| Job title | المسمى | Text | No | Max 80 | Accounts manager | ||
| البريد الإلكتروني | Text | No | Max 254; must look like name@domain.tld | contact@example.com | 'contact@example' -> 'Enter an email address.' | ||
| Phone | الهاتف | Text | No | Max 40 | +97140000000 | ||
| Mobile | الجوال | Text | No | Max 40; last 9 digits kept as the match key | +971500000001 | ||
| Preferred channel | القناة المفضلة | Select | Yes | email / phone / mobile / whatsapp / post | (API) 'sms' -> 'Choose a channel.' |
Party > Add address
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Use | الاستخدام | Select | Yes | billing / shipping / legal / delivery | billing | shipping | (API) 'home' -> 'Choose billing, shipping, legal or delivery.' |
| Line 1 | السطر 1 | Text | Yes | Max 160 | Office 101, Test Tower | Empty -> 'This is required.' | |
| Line 2 | السطر 2 | Text | No | Max 160 | Business Bay | ||
| Country | الدولة | Text (id, ISO code or name) | Yes | Must be in the geography master | AE | AE | Empty -> 'Choose a country.'; 'XX' -> 'Choose a country from the country master.' |
| State / emirate | الإمارة | Text | Conditional | Needed when a city is given and the country has states; must belong to the country | Dubai | City without emirate -> 'Choose the emirate the city belongs to.' (label from the country); wrong emirate -> 'Choose the emirate from the master for the selected country.' | |
| City | المدينة | Text | No | Must belong to the chosen state and country | Dubai | A city of another emirate -> 'Choose a city or area that belongs to the selected state.' | |
| Postcode | الرمز البريدي | Text | No | Max 20 | 00000 |
Propose a bank account
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Bank | البنك | Text | Yes | Max 120 | Test Bank PJSC | Empty -> 'This is required.' | |
| IBAN | رقم الآيبان | Text | Conditional | IBAN or Account number required. Spaces removed, upper-cased; 2 letters + 2 digits + 10-30 characters and mod-97 check digits | AE070331234567890123456 (standard test IBAN) | 'AE070331234567890123457' -> 'That IBAN does not pass its check digits.'; both IBAN and account empty -> 'Give the IBAN or the account number.' | |
| Account number | رقم الحساب | Text | Conditional | Max 40; spaces removed | 0001234567 | ||
| SWIFT / BIC | سويفت | Text | No | 8 or 11 characters: 6 letters + 2 (+3) letters/digits | TESTAEAD | 'TEST12' -> 'A SWIFT/BIC is 8 or 11 characters.' | |
| Currency | العملة | Text | No | 3 characters, upper-cased; NOT checked against the currency master | AED | AED | 'XYZ' -> accepted |
| Beneficiary | المستفيد | Text | No | Max 160; empty = the party's legal name | (leave empty) | ||
| Proof (letter, statement reference) | الإثبات | Text | Yes | Max 200 | Bank letter ref TEST-001 | Empty -> 'This is required.' |
Propose a registration
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Type | النوع | Text | No | Max 10, upper-cased | VAT | VAT | |
| Country (ISO) | الدولة | Text | Yes | 2 letters, upper-cased | AE | AE | Empty -> 'This is required.' |
| Number | الرقم | Text | Yes | Spaces removed. VAT + AE: 15 digits starting with 1. VAT + SA: 15 digits starting and ending with 3. Only one active registration per type and country | 100123456700003 | '200123456700003' (AE) -> 'A UAE TRN is 15 digits starting with 1.'; '310000000000001' (SA) -> 'A Saudi VAT number is 15 digits starting and ending with 3.'; a second active AE VAT -> 'The party already has an active VAT registration in AE; retire it, or propose a change to it.' | |
| Valid from | من | Date | No | YYYY-MM-DD | 2026-10-01 | ||
| Valid to | إلى | Date | No | Not before Valid from | 2027-09-30 | Before Valid from -> 'It ends before it starts.' |
Change request > Reject
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Why is it rejected? | سبب الرفض؟ | Prompt text | Yes | Max 500 | Proof letter does not match the beneficiary | Empty -> 'Say why it is rejected.' |
Release to a company
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Company | الشركة | Select | Yes | Your other companies (this one excluded); you need mdm.release in the target; the party must be active and not already released there | A second test company | Already released -> 'The party is already released to that company.'; no mdm.release there -> 'Releasing a party to a company needs the mdm.release permission.' |
New template
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | Upper-cased; starts with a letter/digit; letters, digits, . _ -; max 30; unique in the company; never changes | TSHIRT | 'T SHIRT' -> 'A code is letters, digits, dot, dash or underscore.'; an existing code -> 'Another template has this code.' | |
| Name | الاسم | Text | Yes | Max 160 | Test T-shirt | Empty -> 'This is required.' | |
| Name (Arabic) | الاسم بالعربية | Text | No | Max 160 | قميص تجريبي | ||
| Type | النوع | Select | Yes | Goods / Service / Non-stock (made as service) / Kit (made as goods); fixed once variants exist | Goods | Goods | (API) 'asset' -> 'Choose goods, service, non-stock or kit.' |
| Category | الفئة | Select (product category) | Conditional | Needed before Validate | A test category | Validate without it -> 'Give the template a category before validating it.' | |
| Brand | العلامة | Select (brand) | No | A test brand | |||
| Base unit | الوحدة الأساسية | Select (unit) | Conditional | Needed before Validate for Goods and Kit; fixed once variants exist | Unit | Validate without unit and category -> 'Give the template a base unit and a category before validating it.' | |
| Variant axes | محاور المتغيرات | Multi-select | No | Only active list attributes marked as variant axis; each named once; fixed once variants exist | SIZE, COLOUR | (API) a text attribute -> 'NOTE is not an active variant attribute.' | |
| Price | السعر | Money | No | Not negative; copied to each new variant | 50.00 | -1 -> 'Enter a number that is not negative.'; 'abc' -> 'Enter a number.' | |
| Cost | التكلفة | Money | No | Not negative; copied to each new variant | 20.00 |
Template record > Add one variant
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Value per axis | قيمة المحور | Select per axis | Yes | One active value of each axis; the combination is unique per template; SKU = TEMPLATE-VALUE-VALUE (max 30) | SIZE=M, COLOUR=RED | One axis left blank -> 'Name exactly one value for each axis: SIZE, COLOUR.'; an existing combination -> 'TSHIRT already has the variant SIZE=M|COLOUR=RED.' |
New attribute
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | Same code rule as templates; unique; never changes | SIZE | An existing code -> 'Another attribute has this code.' | |
| Name | الاسم | Text | Yes | Max 80 | Size | Empty -> 'This is required.' | |
| Name (Arabic) | الاسم بالعربية | Text | No | Max 80 | المقاس | ||
| Type | النوع | Select | Yes | list / text / number / boolean; cannot change once a template uses it | list | list | (API PUT) change a used attribute to text -> 'This attribute is used by templates; its type cannot change. Deprecate it and create a new one.' |
| Variant axis | محور متغيرات | Checkbox | No | Only a list attribute can be an axis | Ticked | Ticked | Type text + ticked -> 'Only a list attribute can be a variant axis.' |
| Values | القيم | Tags (comma separated) | No | Each value code follows the code rule, upper-cased; label = the code | S, M, L | 'X L' -> 'A code is letters, digits, dot, dash or underscore.' |
Register barcode
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Product | المنتج | Select | Yes | A product of this company | TSHIRT-M-RED | (API) unknown id -> 'Product not found.' | |
| Code | الرمز | Text | Yes | Max 80; spaces removed. EAN13 = 13 digits, EAN8 = 8, UPCA = 12, GTIN14 = 14, each with a correct check digit; CODE128 / QR / INTERNAL any text. Unique across product barcodes, packaging barcodes and registered barcodes | 6291000000013 (EAN-13); 62910002 (EAN-8); 012345678905 (UPC-A); 16291000000010 (GTIN-14) | '629100000001' as EAN13 -> 'An EAN13 code is 13 digits.'; '6291000000014' -> 'The check digit is wrong.'; a code another product holds -> '6291000000013 already identifies TSHIRT-M-RED.' | |
| Symbology | النوع | Select | Yes | EAN13 / EAN8 / UPCA / GTIN14 / CODE128 / QR / INTERNAL | EAN13 | EAN13 | |
| Pack unit | وحدة العبوة | Text | No | Max 20, free text | Box of 12 |
Customer item codes > New code
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Customer | العميل | Select | Yes | Partners of kind customer or both | A test customer | (API) a supplier-only partner -> 'That partner does not have this role.' | |
| Product | المنتج | Select | Yes | A product of this company | TSHIRT-M-RED | ||
| Their code | رمزهم | Text | Yes | Max 60; unique per customer | CUST-SKU-001 | Same code again for that customer -> '<customer code> already uses CUST-SKU-001 for a product.'; empty -> 'This is required.' | |
| Their description | وصفهم | Text | No | Max 300 | Red tee medium | ||
| Pack | العبوة | Text | No | Max 40 | Carton 24 |
Supplier item codes > New code
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Supplier | المورد | Select | Yes | Partners of kind supplier or both | A test supplier | (API) a customer-only partner -> 'That partner does not have this role.' | |
| Their code | رمزهم | Text | Yes | Max 60; unique per supplier | SUP-SKU-001 | Same code again for that supplier -> '<supplier code> already uses SUP-SKU-001.' | |
| Product / Their description / Pack | المنتج / وصفهم / العبوة | Select / Text / Text | Product only | Description max 300; packaging max 40 | TSHIRT-M-RED / Tee M red / Bale 50 |
Propose a policy version
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Tracking | التتبع | Select | Yes | none / lot / serial / lot_serial; only for goods | lot | lot | A service product -> 'Only stocked goods are tracked.' |
| Expiry managed | إدارة الصلاحية | Checkbox | No | Needs lot or lot_serial tracking | Ticked | Ticked | Tracking none / serial + ticked -> 'Expiry needs lot tracking.' |
| Count from | الاحتساب من | Select | Yes | Manufacture date / Receipt | Manufacture date | Manufacture date | |
| expiry days | أيام الصلاحية | Whole number | No | 0 - 36500; 0 = no shelf life | 365 | 40000 -> 'Enter a whole number between 0 and 36500.'; '1.5' -> 'Enter a whole number.' | |
| best before days | أيام أفضل استخدام | Whole number | No | 0 - 36500; not above expiry days; counted FROM the start date | 300 | 400 with expiry 365 -> 'best before days cannot be after expiry.' | |
| removal days / alert days | أيام السحب / أيام التنبيه | Whole number | No | 0 - 36500; not above expiry days; counted BACK from the expiry date | 30 / 60 | 400 with expiry 365 -> 'removal days cannot be after expiry.' | |
| minimum receipt life / minimum delivery life | الحد الأدنى للصلاحية عند الاستلام / التسليم | Whole number | No | 0 - 36500; not above expiry days | 180 / 90 | 400 with expiry 365 -> 'A minimum life longer than the shelf life can never be met.' | |
| Conversion plan (needed when lots are in stock) | خطة التحويل | Long text | Conditional | Max 4000; at least 20 characters when activation changes tracking or expiry while lots are in stock | Existing lots keep their dates; new receipts follow v2 defaults. | Short plan with live lots -> '<code> has lots in stock. Write the reviewed conversion plan - what happens to each lot - before this tracking change.' |
Tracking policies and media > Upload
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Picture file | ملف الصورة | File upload | Yes | PNG, JPEG or WebP; max 5 MB; max 16 megapixels; re-encoded to PNG, longest side 1600 px; alt text = file name; audience always 'channel' from this screen | A 500 KB JPEG | An SVG -> 'SVG and other markup are not accepted; upload a PNG, JPEG or WebP picture.'; a GIF -> 'Upload a PNG, JPEG or WebP picture.'; 6 MB -> 'The file is larger than 5 MB.'; a renamed text file -> 'The picture could not be decoded. Upload a PNG, JPEG or WebP picture.' |
Site defaults > New version
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Product | المنتج | Select | Yes | TSHIRT-M-RED | (API) none -> 'Product not found.' | ||
| Site | الموقع | Select (warehouse) | Yes | A warehouse of this company | Main warehouse | (API) another company's warehouse -> 'That warehouse is not one of this company's sites.' | |
| Route | المسار | Select | Yes | buy / make / transfer / dropship | buy | buy | (API) 'rent' -> 'Choose buy, make, transfer or dropship.' |
| ABC | تصنيف ABC | Text | No | A, B or C (first character only is kept) | A | 'D' -> 'ABC class is A, B or C.' | |
| Storage | التخزين | Text | No | Max 40 | Ambient | ||
| min qty / max qty | الحد الأدنى / الحد الأقصى | Number | No | Not negative; max 0 = no maximum, else max >= min | 10 / 100 | min 50, max 20 -> 'The maximum is below the minimum.'; -5 -> 'Enter a number that is not negative.' | |
| reorder point / safety stock / order multiple | نقطة الطلب / مخزون الأمان / مضاعف الطلب | Number | No | Not negative; not compared with min / max | 20 / 5 / 12 | ||
| Lead days | أيام التوريد | Whole number | No | 0 - 3650 | 7 | 4000 -> 'Enter a whole number between 0 and 3650.' |
New account mapping
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Scope | النطاق | Select | Yes | Category / Product | Category | Category | (API) 'brand' -> 'Map a category or a product.' |
| Category | الفئة | Select | Conditional | Needed for scope Category; a category of this company | A test category | Scope Category, none chosen -> 'Choose a category.' | |
| Product | المنتج | Select | Conditional | Needed for scope Product | TSHIRT-M-RED | Scope Product, none chosen -> 'Product not found.' | |
| sales account | حساب المبيعات | Select (account) | No | This company's chart; at activation must be an income, active posting account | 4000 Sales | An expense account at activation -> '<code> <name> is an expense account; the sales account must be income.' | |
| stock account | حساب المخزون | Select (account) | No | At activation must be an asset account; for a category it is also written to the category's stock account | 1300 Inventory | Income account -> '4000 Sales is an income account; the stock account must be asset.' | |
| expense account / variance account | حساب المصروف / حساب الفروقات | Select (account) | No | Expense = expense kind; variance = expense or income | 5000 Cost of sales / 5900 Price variance |
New substitute
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Instead of / Use | بدلاً من / استخدم | Select (product) x2 | Yes | Two different products of this company | TSHIRT-M-RED / TSHIRT-M-BLUE | Same product twice -> 'Choose two different products of this company.' | |
| How many replace one | الكمية البديلة لكل وحدة | Number | Yes | Above zero | 1 | 2 | 0 -> 'Enter a number above zero.' |
| Direction | الاتجاه | Select | Yes | One way / Both ways | One way | Both ways | (API) 'any' -> 'One way or both ways.' |
| Reason | السبب | Text | No | Max 300 | Supplier shortage |
New catalogue
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | Max 20, upper-cased, unique | WEB | Existing -> 'Another catalogue has this code.' | |
| Name | الاسم | Text | Yes | Max 120 | Test web shop | Empty -> 'This is required.' | |
| Channel | القناة | Select | Yes | web / pos / sales | web | web | (API) 'app' -> 'Choose web, POS or sales.' |
Catalogue assortment
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Product to publish | المنتج | Select | Yes | Active product that is sold | TSHIRT-M-RED (released) | An inactive / not-sold product -> 'Only an active product that is sold can be published.' |
Propose a merge
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Which record survives? | أي سجل يبقى؟ | Radio | Yes | One of the pair; both must be active; partners with different registration numbers are refused; products must share type and unit | The left record | The older customer code | Different TRNs -> 'Their registration numbers differ: they are two legal entities, and are not merged. Correct the wrong one instead.'; products of different units -> 'Products of different types or units are not merged.'; an inactive record -> 'Both records must be active.' |
Merges > Reject
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Why is it rejected? | سبب الرفض؟ | Prompt text | No | Asked by the screen but not stored by the server | Different branches |
Imports
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Import (what) | ما يُستورد | Select | Yes | Products / Partners | Products | Products | |
| CSV file | ملف CSV | File upload | Yes | UTF-8 CSV (BOM allowed); max 5 MB; max 5000 rows; header names matched case-insensitively. Products: code, name, arabic_name, kind (goods/service), unit, price, cost, barcode, category (category code). Partners: code, name, arabic_name, kind (customer/supplier/both), market (business/consumer), email, phone, tax_id. Other columns ignored | code,name,unit,price / IMP-001,Test item,Unit,10.00 | Header only -> 'The file has no rows under its header.'; 5001 rows -> 'Import at most 5000 rows at a time.'; a UTF-16 file -> 'Save the file as UTF-8 CSV.'; 6 MB -> 'The file is larger than 5 MB.' |
Required field (rule)
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Of | من | Select | Yes | Products / Partners | Products | Products | |
| Field (e.g. barcode, brand_id, custom.origin) | الحقل | Text | Yes | Max 60; a record column, profile.<key> or custom.<key>; NOT checked to exist; same entity + field updates the existing rule | barcode | Empty -> 'This is required.' | |
| Label | الوصف | Text | No | Max 120; empty = the field | Barcode |
Exception
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Reason | السبب | Text | Yes | Max 300 | Imported item without barcode until Q1 | Empty -> 'This is required.' | |
| Until | حتى | Date | No | Empty = no end; after this local date the record counts as missing again | 2026-12-31 | '31/12/2026' typed via API -> 'Use a date as YYYY-MM-DD.' |
Restrict a field
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Custom field | الحقل المخصص | Select | Yes | Product and partner custom fields of this company | product - origin | (API) unknown id -> 'Custom field not found.' | |
| Read permission | صلاحية القراءة | Text (permission code) | No | Max 60; a real permission code; empty = anyone may read | partner.bank.reveal | 'foo.bar' -> ''foo.bar' is not a permission.' | |
| Write permission | صلاحية الكتابة | Text (permission code) | No | Max 60; a real permission code; empty = anyone who can save the record | mdm.steward | 'steward' -> ''steward' is not a permission.' | |
| Exportable | قابل للتصدير | Checkbox | No | Off = left out of exports even for readers | Off on the screen (server default On when not sent) | Off |
Master Data features
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Feature switches | مفاتيح الميزات | On / Off | - | Duplicates and merges; Channel catalogues and assortments; Customer and supplier item codes; Substitutes; Governed imports. Parties and Field security cannot be turned off | On | Turn Substitutes off | Then New substitute -> 'Substitutes is disabled for this company.' (code capability_disabled) |
Master Data field settings
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Legal name (Arabic) / Trading name / Legal form / Party website | الاسم القانوني بالعربية / الاسم التجاري / الشكل القانوني / الموقع الإلكتروني للطرف | Hidden / Optional / Required | - | Applies to New party (POST) and Edit identity (PUT) | Optional | Trading name = Required | Required + empty -> 'Trading name is required.' |
Customer 360 > Overview
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Customer Code | رمز العميل | Text | No | 2-30 characters A-Z, 0-9, _ and -; typed lower case is stored upper case; empty = next number CUST-00001, CUST-00002...; cannot change after creation (field disabled) | (auto) CUST-nnnnn | CUST-TEST01 | 'A' or 'AB C' -> 'Use 2–30 letters, digits, underscores or hyphens.'; changed via API -> 'Customer code cannot change after creation.' |
| Entity Type | نوع الكيان | Select | Yes | Company, Individual, Government, Non-profit, Other | Company | Individual | (API) 'Partnership' -> 'Choose a supported value.' |
| Account Status | حالة الحساب | Select | Yes | Screen offers Active, On hold, Blocked, Archived (server also accepts Draft, Inactive). Blocked or Archived stop sales documents | Active | On hold | (API) 'Closed' -> 'Choose a supported value.' |
| Legal Name | الاسم القانوني | Text | Yes | Max 160; trimmed | Test Trading LLC | Empty -> 'Enter valid text (maximum 160 characters).' | |
| Arabic Name | الاسم بالعربية | Text (RTL) | No | Max 160 | شركة الاختبار للتجارة ذ.م.م | 161 characters -> 'Enter valid text (maximum 160 characters).' | |
| Trade Name | الاسم التجاري | Text | No | Max 240 | Test Trading | 241 characters -> 'Enter valid text (maximum 240 characters).' | |
| Customer Type | نوع العميل | Select | No | Company, Individual, Retail, Wholesale, Distributor, Dealer, Government, Strategic account, Key account | Wholesale | (API) other value -> 'Choose a supported value.' | |
| Customer Group | مجموعة العميل | Select | No | Trade, Corporate, Retail, Government, Intercompany, Strategic, Wholesale, VIP, Dealer, Export | Trade | (API) 'Gold' -> 'Choose a supported value.' | |
| Industry | القطاع | Select | No | Trading, Hospitality, Construction, Manufacturing, Professional services, Retail, Other, Healthcare, Education, Technology, Logistics, Real estate, Oil & gas, Automotive, Food & beverage, Government | Construction | ||
| Sub Industry | القطاع الفرعي | Text | No | Max 80 | Fit-out | 81 characters -> 'Enter valid text (maximum 80 characters).' | |
| Website | الموقع الإلكتروني | URL | No | Must start http:// or https:// and contain a dot | https://example.test | 'www.example.com' -> 'Enter a full http:// or https:// website address.' | |
| Primary Salesperson | مندوب المبيعات الرئيسي | Text | No | Max 120 (free text, not a user link) | Test Rep | ||
| Tags | الوسوم | Tags | No | Up to 20 tags, each up to 40 characters; duplicates removed | VIP, Dubai | 21 tags (API) -> 'Use at most 20 tags.' | |
| Country | الدولة | Search picker (country master) | Conditional | From the country master; stored as its English name; changing it clears Emirate / Region | United Arab Emirates | (API) 'Atlantis' -> 'Choose a country from the country master.' | |
| Emirate / Region | الإمارة / المنطقة | Picker (when the country has states) or text | No | Max 80; for the UAE pick an emirate | Dubai | 81 characters -> 'Enter valid text (maximum 80 characters).' | |
| Trade License No. | رقم الرخصة التجارية | Text | No | Max 60 | TL-TEST-123456 | ||
| License Expiry | انتهاء الرخصة | Date | No | Valid date YYYY-MM-DD | 2027-06-30 | ||
| VAT Number / TRN (also on Tax & E-Invoicing as Tax registration ID / TRN) | الرقم الضريبي | Text | Conditional | Max 40 characters; required when Tax Registration = Registered. No 15-digit TRN format check in Contacts | 100000000000003 (test value) | Tax Registration = Registered with empty TRN -> 'Enter a tax registration ID for a registered customer.'; 41 characters -> 'Enter valid text (maximum 40 characters).' | |
| Tax Registration | التسجيل الضريبي | Select | No | Not assessed, Registered, Not registered | Not assessed | Registered | |
| Commercial Reg. No. | رقم السجل التجاري | Text | No | Max 240 | CR-TEST-1 | ||
| Establishment No. | رقم المنشأة | Text | No | Max 60 | EST-TEST-1 | ||
| D-U-N-S No. | رقم D-U-N-S | Text | No | Max 20 | 000000000 | 21 characters -> 'Enter valid text (maximum 20 characters).' | |
| LEI / Global ID | المعرّف العالمي LEI | Text | No | Max 20 | TESTLEI0000000000001 | ||
| Customer Status | حالة العميل | Select | Yes | Active / Archived = the record's active flag (same as More > Archive) | Active | Archived | |
| Customer Class | فئة العميل | Select | No | A - Strategic, B - Key, C - Standard, D - Low value; shown as a header chip | B - Key | ||
| Risk Level (also Risk classification on Finance) | مستوى المخاطر | Select | Yes | Not assessed, Low, Medium, High, Critical; hidden (••••) without credit.limit.reveal | Not assessed | Medium | |
| KYC Status | حالة اعرف عميلك | Select | No | Not started, Pending, Under review, Verified, Rejected, Expired | Pending | ||
| On Hold | موقوف | Switch | No | On sets Hold Type to All transactions if it was None; Off sets Hold Type None; needs Hold Reason | On + reason | On without a hold reason -> 'Enter a reason for the hold.' | |
| Blocked | محظور | Switch | No | Blocks every sales-side confirm / deliver / post | On | ||
| Blacklist (also Controls > Blacklisted) | القائمة السوداء | Switch | No | Needs Blacklist Reason | On + reason | On without a reason -> 'Enter a reason for blacklisting this customer.' | |
| Credit Limit (Credit Summary; also Finance) | الحد الائتماني | Money (AED) | No | 0 or more, 2 decimals; under limit mode Finite a 0 limit is zero credit, never unlimited; masked without credit.limit.reveal | 50000.00 | '-1' -> 'Negative values are not allowed.'; '100.123' -> 'Use at most 2 decimal places.'; 'abc' -> 'Enter a finite decimal amount within the supported range.' | |
| Credit Days | أيام الائتمان | Number | No | Whole number | 30 | '30.5' -> 'Use at most 0 decimal places.' | |
| Company logo | شعار الشركة | Image upload | No | Saved at once (outside Edit); must be an image uploaded to this company | A small PNG | (API) a PDF id -> 'The logo must be an image uploaded to this company.' |
Customer 360 > General
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Contact Type | نوع جهة الاتصال | Select | Yes | Customer, Vendor, Customer & vendor (stored customer / supplier / both). Decides which documents may use the contact | Customer | Customer & vendor | (API) 'lead' -> 'Choose a valid contact type.' |
| Market | السوق | Select | Yes | Business (B2B) / Consumer (B2C) | Business (B2B) | Consumer (B2C) | (API) 'retail' -> 'Choose a market.' |
| Parent Customer | العميل الرئيسي | Select (other contacts) | No | Another contact of this company; not itself; no loops (A parent of B parent of A). Picker lists only the contacts loaded on the list page | CUST-00002 | Itself (API) -> 'Choose another customer or leave this empty.'; a loop -> 'Parent customer relationships cannot form a cycle.' | |
| Customer Since | عميل منذ | Date | No | Valid date; year shows as a header chip 'Since 2024' | 2024-01-15 | ||
| Business Roles | الأدوار التجارية | Chips (multi) | No | Customer, Vendor, Prospect, Employee contact, Partner, Other; informational - Contact Type is what documents read | Customer + Partner | (API) 'Reseller' -> 'Choose supported roles.' | |
| Document Language | لغة المستند | Select | No | English, Arabic, English & Arabic | English & Arabic | ||
| Source / External Reference | المصدر / المرجع الخارجي | Text | No | Max 240 | Manual entry | Website lead | |
| Primary Email | البريد الإلكتروني الرئيسي | No | Column of 254 characters; the server does NOT check the format of this email | accounts@example.test | 'abc' is accepted today | ||
| Phone | الهاتف | Phone | No | Column of 40 characters; no format check | +97140000001 | ||
| Mobile | الجوال | Phone | No | Max 240 (profile text) | +971500000001 | ||
| Record Owner / Account Manager / Collection Owner | مسؤول السجل / مدير الحساب / مسؤول التحصيل | Text | No | Free text, max 240 each (not linked to users) | Test Owner | ||
| Custom fields (company-defined) | الحقول المخصصة | By definition | Conditional | Shown only when the company defined fields for Contacts; a required field must be filled | Per definition | Required custom field empty -> '<Label> is required.'; unknown key (API) -> 'Unknown custom field: <key>.' |
Customer 360 > Addresses & Contacts
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Address book: Purpose | الغرض | Select | Yes | Registered, Billing, Invoice, Delivery, Office, Warehouse, Branch, Other; max 50 addresses | Delivery | Billing | (API) 'Home' -> 'Choose a supported address purpose.'; 51 rows -> 'Use at most 50 rows.' |
| Address: Street / Building | الشارع / المبنى | Text | No | Max 240 | Office 101, Test Tower | ||
| Address: Country * | الدولة * | Search picker | Yes | From the country master; changing it clears region and city | The record's country | United Arab Emirates | Empty -> 'Choose a country.'; unknown -> 'Choose a country from the country master.' |
| Address: State / Region | الإمارة / المنطقة | Picker or text | Conditional | Required when the country has states in the master (UAE: emirate) | Dubai | UAE address with no emirate -> 'Choose the emirate for this address.' (the word follows the country's division name); a region not of that country -> 'Choose the emirate from the master for the selected country.' | |
| Address: City / Area * | المدينة / المنطقة * | Picker (GCC) or text | Yes | Max 240; for GCC states with curated cities it must be one of them | Business Bay | Empty -> 'Enter valid text (maximum 240 characters).'; a city not in that emirate -> 'Choose a city or area that belongs to the selected state.' | |
| Address: Postal Code / PO Box | الرمز البريدي / صندوق البريد | Text | No | Max 240 each | PO Box 12345 | ||
| Address: Primary | رئيسي | Radio | No | Only one address can be primary | (API) two primaries -> 'Only one row can be primary.' | ||
| Contact person: Name * | الاسم * | Text | Yes | Max 240; max 50 people | Test Buyer | A row with no name -> 'Enter valid text (maximum 240 characters).' | |
| Contact person: Role | الدور | Text with suggestions | No | Suggestions: General Manager, Finance Manager, Sales Manager, Procurement, Accounts Payable, Accounts Receivable, Warehouse, Technical, Decision Maker; free text allowed | Procurement | ||
| Contact person: Department / Phone / Mobile | القسم / الهاتف / الجوال | Text | No | Max 240 each | +971500000002 | ||
| Contact person: Email | البريد الإلكتروني | No | name@domain.tld | buyer@example.test | 'buyer@test' -> 'Enter a valid contact-person email.' | ||
| Contact person: Preferred Contact | وسيلة التواصل المفضلة | Select | No | Email, Phone, Mobile, WhatsApp | |||
| Contact person: Primary | رئيسي | Radio | No | One primary person | (API) two -> 'Only one row can be primary.' |
Customer 360 > Sales & Delivery
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Sales Organization / Division / Territory / Sales Team / Market Segment | منظمة المبيعات / القسم / المنطقة / فريق المبيعات / شريحة السوق | Text | No | Free text; max 240 (Market Segment 60) | Dubai North | ||
| Distribution Channel | قناة التوزيع | Select | No | Direct, Partner, Online, Wholesale | Direct | ||
| Price list reference / Discount Group / Customer Pricing Group | مرجع قائمة الأسعار / مجموعة الخصم / مجموعة تسعير العميل | Text | No | Reference text only (max 240 / 60 / 60) - not linked to a price list | Wholesale 2026 | ||
| Default Currency | العملة الافتراضية | Select | No | AED only today | AED | AED | (API) 'USD' -> 'Choose a supported value.' |
| Prices | الأسعار | Select | No | Tax exclusive / Tax inclusive | Tax exclusive | Tax inclusive | |
| Invoice Account / Bill-To; Payer | حساب الفاتورة / الجهة الدافعة | Select (other contacts) | No | Another contact of this company, never this one; blank = this customer | CUST-00003 | Itself as invoice account -> 'Choose another customer or leave this empty.'; payer of another company (API) -> 'Choose another customer of this company.' | |
| Delivery Terms | شروط التسليم | Select | No | To be agreed, Customer collection, Delivery to customer | Delivery to customer | ||
| Shipping method | طريقة الشحن | Select | No | Company delivery, Courier, Customer collection, Freight forwarder | Courier | ||
| Incoterm | شرط التسليم الدولي | Select | No | EXW, FCA, FAS, FOB, CFR, CIF, CPT, CIP, DAP, DPU, DDP | DAP | ||
| Default Warehouse / Preferred Delivery | المستودع الافتراضي / التسليم المفضل | Text | No | Free text (240 / 80) | Main warehouse | ||
| Default Ship-To | عنوان الشحن الافتراضي | Select (this contact's addresses) | No | One of the address book rows; blank = primary address | Delivery · Business Bay | ||
| Contract Type / Service Level | نوع العقد / مستوى الخدمة | Text | No | Max 60 each | Annual | ||
| Key Account / Strategic Account | حساب رئيسي / حساب استراتيجي | Switch | No | true / false | On | (API) 'yes' -> 'Use true or false.' |
Customer 360 > Finance & Credit
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Receivable Account | حساب الذمم المدينة | Select | No | 1100 only today | 1100 | 1100 | |
| Payment Terms | شروط السداد | Select (payment terms) | No | A payment term of this company; blank = use the days below | Net 30 | (API) another company's term -> 'That payment term does not belong to this company.' | |
| Payment terms (days) | شروط السداد (أيام) | Whole number | Yes | 0 to 365 | 0 | 30 | 400 -> 'Payment terms must be 0–365 days.'; empty or text -> same message |
| Payment method | طريقة الدفع | Select | No | Bank transfer, Cash, Card, Cheque, Direct debit, Online payment, Letter of credit | Bank transfer | ||
| Statement delivery | إرسال كشف الحساب | Select | No | Email, Print, Do not send | |||
| Collection Procedure | إجراء التحصيل | Select | No | Standard, Key account review, No automated reminders | Standard | ||
| Credit Policy | سياسة الائتمان | Select | No | Review required, Cash only, Approved limit, No credit check, Warn only, Hard block, Manager override, Credit team approval; blank reads as Review required | Hard block | ||
| Limit Mode | نمط الحد | Select | No | Finite / Unlimited / Blocked; blank = Finite when a limit figure exists, else 'Not set' (warns, refused under Hard block) | Finite | ||
| Temporary Limit | حد مؤقت | Money | No | 0 or more, 2 decimals; needs Valid From and Valid To; added to the base limit only between those dates (inclusive) | 10000.00 | Limit without dates -> 'A temporary credit limit needs the dates it is valid between.' | |
| Temporary Valid From / Valid To | صالح من / صالح حتى | Date | Conditional | To not before From | 2026-10-01 / 2026-10-31 | To before From -> 'The temporary limit ends before it starts.' | |
| Temporary Limit Reason / Approved By | سبب الحد المؤقت / اعتمد بواسطة | Text | No | 240 / 120 characters; Approved By is free text | Ramadan season | ||
| Guarantee / Credit Insurance / Deposit | الضمان / تأمين الائتمان / الوديعة | Money | No | 0 or more, 2 decimals; informational (not added to the limit); masked without credit.limit.reveal | 25000.00 | '-5' -> 'Negative values are not allowed.' | |
| Dunning Level | مستوى المطالبة | Text | No | Max 20 | Level 1 | ||
| Last Collection Activity / Next Follow-Up / Promise Date | آخر نشاط تحصيل / المتابعة القادمة / تاريخ الوعد | Date | No | Valid dates | 2026-10-15 | ||
| Promise to Pay | وعد بالسداد | Money | No | 0 or more, 2 decimals | 5000.00 | ||
| Bank: Bank Name * | اسم البنك * | Text | Yes | Max 120; up to 10 bank accounts | Test Bank PJSC | Empty -> 'Enter valid text (maximum 120 characters).'; 11 rows (API) -> 'Use at most 10 bank accounts.' | |
| Bank: Branch / Account Holder / Account Number | الفرع / صاحب الحساب / رقم الحساب | Text | No | 120 / 160 / 40 characters; holder defaults to the contact name | 0001234567 | ||
| Bank: IBAN | رقم الحساب الدولي IBAN | Text | No | Spaces removed, upper-cased; shape 2 letters + 2 digits + 8-30 letters/digits (check digits are NOT verified); masked 'AE07 •••• 3456' without partner.bank.reveal | AE070331234567890123456 (test) | 'AE12' -> 'Enter a valid IBAN (country, check digits, then the account).' | |
| Bank: SWIFT / BIC | رمز SWIFT / BIC | Text | No | 8 or 11 characters | TESTAEADXXX | 'TEST' -> 'Enter an 8 or 11 character SWIFT / BIC.' | |
| Bank: Currency | العملة | Text | No | Max 3 | AED | AED | 'AEDX' -> 'Enter valid text (maximum 3 characters).' |
| Bank: Verification | التحقق | Select | No | Unverified, Pending, Verified, Rejected | Unverified | Pending | (API) 'OK' -> 'Choose a supported verification status.' |
| Bank: Primary | رئيسي | Radio | No | One primary bank; the first row added is primary | (API) two -> 'Only one bank account can be primary.' |
Record credit review dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Approved limit | الحد المعتمد | Money | Yes | 0 or more, 2 decimals; becomes the credit limit; prefilled with the current limit | Current limit (or 0) | 75000.00 | '-100' -> 'Negative values are not allowed.' |
| Risk level | مستوى المخاطر | Select | Yes | Not assessed, Low, Medium, High, Critical | Current risk | Low | (API) 'Severe' -> 'Choose a supported risk level.' |
| Reason * | السبب * | Text | Yes | Max 240; button disabled while empty | Two years of on-time payment | (API) empty -> 'Enter valid text (maximum 240 characters).' | |
| Recommendation / Next review | التوصية / المراجعة القادمة | Text / Date | No | 240 characters; valid date (sets Next Credit Review) | 2027-04-01 |
Customer 360 > Tax & E-Invoicing
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Tax jurisdiction | الدولة الضريبية | Search picker (country master) | No | From the country master | United Arab Emirates | (API) unknown -> 'Choose a country from the country master.' | |
| Fiscal Position | الوضع الضريبي | Select (fiscal positions) | No | A fiscal position of this company | Export outside GCC | (API) another company's -> 'That fiscal position does not belong to this company.' | |
| Tax mapping (legacy note) | التصنيف الضريبي (ملاحظة) | Select | No | Pending review, Domestic standard, Export review, Exemption review; a note only | Domestic standard | ||
| Validation Status / Validated On / Validation Source | حالة التحقق / تاريخ التحقق / مصدر التحقق | Select / Date / Text | No | Not assessed, Pending, Validated, Invalid, Expired; source max 120; set by hand (no live FTA lookup) | Validated / 2026-10-01 / FTA portal | ||
| E-Invoice Identifier Scheme / Endpoint | مخطط معرّف الفوترة / معرّف الفوترة الإلكترونية | Text | No | Max 240 each | 0235 / 100000000000003 |
Customer 360 > Controls & History
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Hold Type | نوع الإيقاف | Select | No | None, Sales orders, Invoices, All transactions, Delivery, Payments; anything but None needs Hold Reason and turns On Hold on | None | Sales orders | Sales orders with no reason -> 'Enter a reason for the transaction hold.' |
| Hold Reason | سبب الإيقاف | Text | Conditional | Max 240 | Overdue over 90 days | ||
| Effective From / To, Set By, Approved By | ساري من / حتى، بواسطة، اعتمد بواسطة | Date / Text | No | Recorded only; the hold applies from saving, whatever the dates say | 2026-10-02 | ||
| Blacklist Reason / Date / Approved By / Review Date | سبب / تاريخ / اعتماد / مراجعة القائمة السوداء | Text / Date | Conditional | Reason (max 240) required when Blacklisted is on | Fraud case (test) | ||
| Review Type / Last Review Date / Next review date / Next Credit Review | نوع المراجعة / المواعيد | Select / Date | No | KYC review, Credit review, Commercial review, Account review; valid dates | Credit review | ||
| Internal Notes | ملاحظات داخلية | Rich text | No | Max 2000 characters | Prefers morning deliveries | 2001 characters -> 'Enter valid text (maximum 2000 characters).' |
Customer 360 > Documents
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Document Type | نوع المستند | Select | Yes | Trade License, VAT Certificate, Commercial Registration, KYC Document, Contract, Bank Letter, ID Document, Certificate, Other; max 50 rows | Trade License | VAT Certificate | (API) 'Passport' -> 'Choose a supported document type.' |
| Number / Issue Date / Expiry Date | الرقم / تاريخ الإصدار / تاريخ الانتهاء | Text / Date | No | Number max 60; expiry not before issue; status Valid, Expiring (120 days or less, shows days left) or Expired | TL-1 / 2026-01-01 / 2026-12-31 | Expiry before issue -> 'A document expires before it was issued.' | |
| Attachment / Upload | المرفق / رفع | File | No | .pdf .png .jpg .jpeg .doc .docx .xls .xlsx .txt; only after the contact is saved; must be a file of this company | trade-license.pdf | (API) another company's attachment id -> 'The attachment is not in this company.' |
Add custom field
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Applies to | ينطبق على | Select | Yes | Contacts / Products | Contacts | (API) unknown model -> 'That model cannot carry custom fields.' | |
| Key | المفتاح | Text | Yes | Lower case, starts with a letter, a-z 0-9 _; max 40; unique per model; cannot change later; may not shadow a protected core field | emirates_branch | 'Branch1' -> 'Use a lowercase key starting with a letter.'; an existing key -> 'That key is already used on this model.'; 'tax_id' -> ''tax_id' would shadow the protected field 'tax_id'. Choose another key.' | |
| Label | التسمية | Text | Yes | Max 80 | Emirates branch | Empty -> 'Enter valid text (maximum 80 characters).' | |
| Field type | نوع الحقل | Select | Yes | Screen offers Text, Decimal, Boolean (server also supports long text, integer, money, quantity, date, selection, reference); type cannot change later | Text | Decimal | (API) 'blob' -> 'Choose one of: text, long_text, integer, decimal, money, quantity, boolean, date, selection, reference.' |
Countries
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| ISO code (2 letters) | رمز آيزو (حرفان) | Text | Yes | Exactly 2 letters, stored upper case, unique | ZZ (test) | 'ARE' -> 'Use the two-letter ISO country code.'; 'AE' again -> 'Another country already uses this code.' | |
| Name / Arabic name | الاسم / الاسم بالعربية | Text | Name | Max 120 each | Testland / أرض الاختبار | Empty name -> 'Enter valid text (maximum 120 characters).' | |
| ISO code (3 letters) / Dial code / Currency | رمز آيزو (3 أحرف) / رمز الهاتف / العملة | Text | No | 3 / 8 / 3 characters; codes upper-cased | ZZZ / +999 / AED | '+99999999' -> 'Enter valid text (maximum 8 characters).' | |
| Division name / GCC member / Status | اسم التقسيم / عضو مجلس التعاون / الحالة | Text / Yes-No / Select | Yes | Division name max 40 (e.g. Emirate) - it is the label of the region picker and the 'Choose the <division>' message | State / No / Active | Province |
States & regions
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Country / Code / Name / Arabic name | الدولة / الرمز / الاسم / الاسم بالعربية | Select / Text | Country, Code, Name | Code max 8, upper case, unique within the country; name max 120 | United Arab Emirates / TST / Test Emirate | 'DU' twice in UAE -> 'Another state in this country already uses this code.'; no country -> 'Choose a country.' |
Cities & areas
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| State / region | الولاية / المنطقة | Select | Yes | Sets the country too | Dubai | Unknown state -> 'Choose the state from the master for the selected country.' | |
| Name / Arabic name / Postal code | الاسم / الاسم بالعربية / الرمز البريدي | Text | Name | 120 / 120 / 20 characters | Test Area | ||
| Type / Within city | النوع / ضمن مدينة | Select | Yes | City or Area within a city; an area needs a parent city of the same state; a city has no parent; one level only | City | Area within Dubai | Area without city -> 'An area needs the city it belongs to.'; city with a parent -> 'A city cannot sit inside another city. Set its kind to area.'; parent is an area -> 'Choose a city as the parent, not another area.'; parent in another state -> 'The parent city must be in the same state.' |
Product > General
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Product Code | رمز المنتج | Text | Yes | 2-30 characters A-Z 0-9 _ -, upper-cased as typed; fixed after creation (disabled) | TST-1001 | Empty -> 'Enter the product code and name.' (screen); 'A' -> 'Use 2–30 letters, digits, underscores or hyphens.'; changed via API -> 'Product code cannot change after creation.' | |
| Product Name | اسم المنتج | Text | Yes | Max 160 | Test Office Chair | Empty -> 'Enter the product code and name.'; 161 characters -> 'Enter valid text (maximum 160 characters).' | |
| Arabic Name | الاسم بالعربية | Text (RTL) | No | Max 160 | كرسي مكتب تجريبي | ||
| Product Type | نوع المنتج | Select | Yes | Stocked goods, Non-stocked goods, Service, Consumable, Manufactured, Kit / bundle, Asset, Expense item, By-product, Raw material, Semi-finished, Finished good, Custom. Non-stocked, Service and Expense item hold no stock (kind service); the rest are goods. Inventory, Manufacturing and Logistics tabs only for goods | Stocked goods | Raw material | Goods -> Service on a product already on documents -> 'This product is already on documents, so it cannot switch between stocked and non-stocked. Create a new product instead.'; with stock -> 'This product has stock. Set on-hand quantity to zero before making it a service or non-stocked item.' |
| Product Category / Internal Category | فئة المنتج / الفئة الداخلية | Select | No | Active categories of this company (a now-archived one already chosen stays); the category decides costing method and stock accounts | Furniture | (API) an archived category newly chosen -> 'Select an active master of the correct type.' | |
| Brand | العلامة التجارية | Select | No | Active brands | Test Brand | ||
| Barcode / GTIN | الباركود | Text + button | No | Max 80; unique across the company's products, packaging, alternates, PLUs and registered barcodes; button generates an in-store EAN-13 starting 2 when empty, prints labels when filled | Generated 2xxxxxxxxxxxx | Barcode of another product -> '<barcode> already identifies <CODE>.'; same as another product's PLU or alternate -> 'Barcode and PLU values must be unique across products.' | |
| Model / Series | الموديل / السلسلة | Text | No | Max 120 | X200 | ||
| HS / Commodity Code | رمز النظام المنسق | Text | No | Max 20 | 940130 | 21 characters -> 'Enter valid text (maximum 20 characters).' | |
| Unit of Measure | وحدة القياس | Select (units) | Yes | Active unit of this company; fills the stock unit name; fixed once the product is on posted documents or stock moves | Unit | Change on a used product -> '<CODE> is already on posted documents or stock moves, so its base unit is fixed. Create a new product, or convert through a reviewed migration.' | |
| Stock Unit | وحدة المخزون | Text | Conditional | Shown only when no unit of measure is chosen; max 20 | Each | Empty -> 'Enter valid text (maximum 20 characters).' | |
| Base Unit | الوحدة الأساسية | Read-only | - | The ratio-1 unit of the chosen unit's dimension (e.g. kg for g) | kg | ||
| Product Group | مجموعة المنتج | Select | No | Active product groups | Seating | (API) archived group -> 'Choose an active record.' | |
| Status | الحالة | Select | Yes | Active, Discontinued (keeps selling, purchase switched off), Archived (active = false) | Active | Discontinued | (API) lifecycle 'paused' -> 'Choose one of: active, discontinued.' |
| Product Image | صورة المنتج | Image (drop / pick) | No | PNG, JPEG or WebP; screen allows up to 5 MB but the server takes at most 2 MB; stored re-encoded as PNG, max 800 px, below 16 megapixels; saved with the product | A 300 KB JPEG | A GIF -> 'Use a PNG, JPG or WebP image.' (screen); a 3 MB JPEG -> 'Images must be no larger than 2 MB.'; a renamed text file -> 'The image could not be decoded. Use PNG, JPEG or WebP.' | |
| Manufacturer Part No. / Manufacturer | رقم قطعة المصنع / الشركة المصنعة | Text / Select | No | Part no. max 120; active manufacturer | MP-001 / Test Maker | ||
| Lead Time (Days) / Warranty (Months) | مهلة التوريد (أيام) / الضمان (أشهر) | Whole number | No | 0 or more, no decimals | 7 / 12 | '1.5' -> 'Use at most 0 decimal places.' | |
| Default Location | الموقع الافتراضي | Select (warehouses) | No | Active warehouse of this company; goods only | Main warehouse | (API) archived warehouse -> 'Choose an active warehouse.'; other company's -> 'Choose a record from this company.' | |
| Serial/Lot numbering | الرقم التسلسلي/الدفعة | Select | No | Entered at receipt, Supplier's number, Company sequence; Not applicable without tracking (recorded, not yet enforced) | Entered at receipt | Company sequence | |
| Allow Negative Stock | السماح بالمخزون السالب | Toggle (disabled) | - | Always off in this version | (API) true -> 'Negative stock is not allowed in this version: Inventory keeps every product at zero or more.' | ||
| Internal / Sales / Arabic Description | الوصف الداخلي / وصف المبيعات / الوصف بالعربية | Rich text (3 sub-tabs) | No | Max 10000 characters each; the plain text of the sales description goes onto document lines | Ergonomic chair | ||
| Tags | الوسوم | Tags | No | Up to 20, 40 characters each, duplicates ignored (case-insensitive) | Office | 21 tags (API) -> 'Use at most 20 tags.' | |
| Internal Notes | ملاحظات داخلية | Text area | No | Max 2000 | Fragile | ||
| Allowed Branches / Allowed Warehouses | الفروع المسموحة / المستودعات المسموحة | Tags | No | Up to 100 each, this company's records; empty = all (recorded, not yet enforced) | Main warehouse | (API) other company's id -> 'Choose a record from this company.' |
Product > General / Inventory
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Tracking (Inventory Tracking) | التتبع | Select | Yes | No tracking, Lot / batch, Serial number, Lot and serial; change only while on-hand is zero | No tracking | Lot / batch | Change with stock -> 'Set on-hand quantity to zero before changing tracking or valuation scope.'; (API) 'batch' -> 'Choose no tracking, lot, serial, or lot and serial.' |
| Valuation Scope | نطاق التقييم | Select | Yes | Product / Lot / Serial; Lot needs lot tracking, Serial needs serial tracking | Product | Lot | Lot with no tracking -> 'Lot valuation requires lot tracking.'; Serial with lot -> 'Serial valuation requires serial tracking.' |
| Expiry Management (Expiry Enabled) | إدارة الصلاحية | Toggle | No | Needs Lot or Lot and serial tracking | On with Lot | On with no tracking -> 'Expiry management requires lot tracking.'; change while lots are in stock -> '<CODE> has lots in stock. Change expiry management through a tracking policy with a reviewed conversion plan.' |
Product > General / Sales
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Active for Sale (Can be Sold) | متاح للبيع | Toggle | No | Off: refused on sales documents | On | Off | |
| Sales Price (AED) | سعر البيع | Money | No | 0 or more, 2 decimals; the base price before price lists | 0.00 | 899.00 | 'abc' -> 'Enter a finite decimal amount within the supported range.' |
| Taxes | الضرائب | Tags (tax codes) | No | Active tax codes for sale or both; up to 8; Tax % = sum of their rates today, shown as 'Combined rate'; clearing all sets 0; a product with no code keeps its old rate | 5.00% (new product, no code) | VAT5 -> 5.00% | 9 codes (API) -> 'Choose at most 8 taxes.'; unknown -> 'XYZ is not a tax code in this company.'; a purchase-only code -> 'XYZ cannot be used on a sale document.'; total over 100 -> 'The chosen taxes add up to more than 100%.' |
Product > General / Purchase
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Active for Purchase (Can be Purchased) | متاح للشراء | Toggle | No | Off and locked when Discontinued; Off: refused on purchase documents | On | Off | |
| Standard Cost (AED) | التكلفة المعيارية | Money | No | 0 or more, 2 decimals; shown '•••' and not sent without product.cost.view | 0.00 | 450.00 | '-1' -> 'Negative values are not allowed.'; '450.555' -> 'Use at most 2 decimal places.' |
Product > General / Manufacturing
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Active for Manufacturing (Can be Manufactured) | متاح للتصنيع | Toggle | No | Starts On for Manufactured, Semi-finished, Finished good, By-product, Kit; not allowed on non-stocked types | On | (API) On for a Service -> 'A service or non-stocked item is not manufactured.' |
Product > General / Logistics
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Weight (kg) = Net Weight / Gross Weight / Volume (m³) | الوزن الصافي / الإجمالي / الحجم | Number | No | 0 or more, up to 4 decimals (shown 3); gross not below net (0 = not entered) | 12.5 / 14 / 0.25 | Gross 10, net 12 -> 'Gross weight cannot be less than net weight.'; '1.12345' -> 'Use at most 4 decimal places.' | |
| Length / Width / Height (cm) | الطول / العرض / الارتفاع (سم) | Number | No | 0 or more, up to 4 decimals | 60 / 60 / 110 |
Product > Sales & Pricing
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Customer Lead Time (Days) | مهلة العميل (أيام) | Whole number | No | 0 or more | 3 | ||
| Default Sales UOM / Default Sales Warehouse | وحدة البيع / مستودع البيع | Select | No | Active unit name (max 20); active warehouse or company default | Box / Main | ||
| Sales Category / Commission Group | فئة المبيعات / مجموعة العمولة | Text | No | 80 / 40 characters | Furniture / C1 | ||
| Minimum Margin % / Minimum Selling Price | الحد الأدنى للهامش % / أدنى سعر بيع | Number | No | Margin 0-100 with 2 decimals; price 2 decimals; recorded only (not enforced on sales lines yet) | 15 / 750.00 | Margin 120 -> 'Use a percentage from 0 to 100.' | |
| PLU | رمز PLU | Text | No | Digits only, max 20; unique across products and barcodes | 12345 | '12A' -> 'PLU must contain digits only.' | |
| Scale Barcode Mode | نوع باركود الميزان | Select | No | Not used, Embedded weight, Embedded price; weight / price need a prefix and a 5-digit PLU | Not used | Embedded weight | Embedded weight with PLU 123 -> 'Scale barcodes require a two-digit prefix and five-digit PLU.' |
| Scale EAN Prefix (20-29) / Embedded Value Decimals | بادئة باركود الميزان / المنازل العشرية | Text / Number | Conditional | Prefix two digits 20-29; decimals 0-4 | decimals 3 | 21 / 3 | Prefix 30 -> 'Use an in-store EAN prefix from 20 to 29.'; decimals 5 -> 'Scale barcode decimals must be from 0 to 4.' |
Product > Purchase
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Purchase UOM / Vendor Lead Time (Days) | وحدة الشراء / مهلة المورد (أيام) | Select / Whole number | No | Active unit name; whole days | Carton / 14 | ||
| Purchase Taxes | ضرائب الشراء | Tags (tax codes) | No | Codes for purchase or both; up to 8; sum becomes the purchase tax rate | VAT5 |
Product > Purchase > Supplier references
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Supplier | المورد | Select | Yes | An active contact of type Supplier or Customer & vendor (an inactive supplier already on the row stays) | SUP-TEST | (API) a customer-only contact -> 'Choose a supplier contact.'; an archived supplier newly added -> 'Choose an active supplier.' | |
| Supplier Product Code / Minimum Quantity / Quoted per | رمز المورد / الحد الأدنى / السعر لكل | Text / Number / Text | Minimum Quantity | Code max 80; minimum above 0 with 4 decimals; Quoted per = a unit name (blank = stock unit) | Minimum 1 | ABC-1 / 10 / Carton | Minimum 0 -> 'Enter a positive value.' |
| Quoted Cost / Lead Days / Currency | التكلفة المعروضة / أيام المهلة / العملة | Money / Number / Text | Yes | Cost 2 decimals (column hidden without cost view); lead days whole; currency 3 letters | 0.00 / 0 / AED | 420.00 / 14 / AED | Currency 'DH' -> 'Use a three-letter currency code.' |
| Valid From / Valid To / Priority / Preferred | من / إلى / الأولوية / مفضل | Date / Number / Check | No | To not before From; priority whole number, at least 1; one preferred supplier only | Priority 1 | 2026-10-01 / 2027-03-31 / 1 / Yes | To before From -> 'A supplier price's end is before its start.'; two preferred -> 'Mark one supplier as preferred.'; 51 rows -> 'Use at most 50 rows.' |
Product > Inventory
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Reordering Policy | سياسة إعادة الطلب | Select | No | Manual, Min / Max, Reorder point, MRP, Make to order (recorded) | Manual | Min / Max | |
| Safety Stock / Reorder Point / Reorder Qty | مخزون الأمان / نقطة إعادة الطلب / كمية إعادة الطلب | Number | No | 0 or more, up to 4 decimals (recorded) | 5 / 10 / 50 | ||
| Reordering rule: Warehouse / Min / Max | مستودع القاعدة / الحد الأدنى / الحد الأقصى | Select / Number | Warehouse | Saved at once with Save rule (needs inventory.operate); one rule per warehouse (saving again updates it); max not below min; 4 decimals | Main / 10 / 50 | Min 50, Max 10 -> 'Maximum must not be below minimum.' | |
| Removal Strategy | استراتيجية الصرف | Select | Yes | FIFO, FEFO - first expiry first out, Manual / specific lot | FIFO | FEFO | (API) 'lifo' -> 'Choose FIFO, FEFO, or manual removal.' |
| Shelf Life / Alert Before Expiry / Removal Before Expiry (Days) | مدة الصلاحية / تنبيه قبل الانتهاء / السحب قبل الانتهاء | Whole number | No | 0 or more, whole days | 365 / 30 / 7 |
Product > Manufacturing
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Production UOM / Production Lead Time (Days) | وحدة الإنتاج / مهلة الإنتاج | Select / Whole number | No | Recorded only | Unit / 2 | ||
| Scrap % / Yield % | نسبة الهالك % / نسبة الإنتاجية % | Number | No | Scrap 0-100, yield 0-200, 2 decimals | 2 / 98 | Scrap 101 -> 'Use a percentage from 0 to 100.'; yield 250 -> 'Yield cannot exceed 200%.' | |
| Production Profile / By-product Flag / Cost Allocation Rule | ملف الإنتاج / منتج ثانوي / قاعدة توزيع التكلفة | Select / Toggle / Select | No | Cost allocation: None - carries no cost, Fixed value, Relative market value, By quantity, By weight | None | By weight | (API) 'value' -> 'Choose one of: none, fixed_value, market_value, quantity, weight.' |
Product > Logistics & Packaging
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Country of Origin (ISO) | بلد المنشأ (ISO) | Text | No | Two letters, upper-cased | AE | 'A1' -> 'Use a two-letter country code.'; 'ARE' -> 'Enter valid text (maximum 2 characters).' | |
| Temperature Min / Max (°C) | أدنى / أعلى حرارة | Number | No | May be negative, 1 decimal; min not above max | -18 / -10 | Min 5, Max 2 -> 'The lowest temperature is above the highest.' | |
| Hazardous Material / Stacking Rule / Handling Class / Storage Notes | مادة خطرة / قاعدة التكديس / فئة المناولة / ملاحظات التخزين | Toggle / Text | No | Stacking 80, handling 40, notes 1000 characters | On / Max 4 high / Fragile | ||
| Packaging rows: Packaging / Barcode / Quantity in Stock Units / L W H Weight | التعبئة / الباركود / الكمية بوحدة المخزون | Grid | Name, Quantity | Name max 80 unique per product; barcode unique and not the product barcode; quantity above 0; dimensions 4 decimals; max 50 rows | Carton / 6291000000017 / 6 | Two 'Box' rows -> 'Packaging names must be unique per product.'; same barcode twice -> 'Packaging barcodes must be unique per product.'; = product barcode -> 'A packaging barcode cannot repeat the product barcode.'; quantity 0 -> 'Enter a positive value.' |
Product > Accounting
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Account overrides (Revenue, Expense, Inventory, Inventory Adjustment, COGS, WIP, Production Variance, Purchase Price Variance) | الحسابات (الإيراد، المصروف، المخزون، ...) | Select (chart of accounts) | No | Inherit (category / company) or an account of this company; only Inventory and COGS are read by postings today; tab shown only with product.cost.view | Inherit | COGS -> 5010 | (API) another company's account -> 'Choose a record from this company.' |
Product > Quality
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Quality Enabled / Incoming / In-Process / Final Inspection / Inspection Plan / Quality Category | تفعيل الجودة / فحص الوارد / أثناء التشغيل / النهائي / خطة الفحص / فئة الجودة | Toggle / Text | No | Recorded; plan 120, category 80 characters | On / ISO plan A | ||
| Specifications: Specification / Target / Min / Max / Unit / Mandatory | المواصفة / المستهدف / الأدنى / الأقصى / الوحدة / إلزامي | Grid | Specification | Name 120; target 40; min not above max (4 decimals); unit 20 | Seat height / 45 / 42 / 48 / cm | Min 50, Max 40 -> 'A specification's minimum is above its maximum.' |
Product > Barcodes
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Alternate barcodes: Barcode / Type / UOM / Packaging / Supplier / Customer / Active | الباركود / النوع / الوحدة / التعبئة / المورد / العميل / نشط | Grid | Barcode | Barcode max 80, not the primary, not twice, unique across products; type EAN, UPC, GTIN, PLU, Supplier, Customer, Packaging, Internal barcode (default internal); max 50 | Supplier barcode 4006381333931 | Primary repeated -> 'The primary barcode is already the product's; add only the alternates here.'; twice -> 'A barcode appears twice on this product.'; used by another product -> 'Barcode and PLU values must be unique across products.' |
Product > Variants
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Attribute | الخاصية | Select | Yes | Active variant attributes of the company (Color, Size, ... by default) or one this product already used; max 200 rows | Color | (API) 'Shade' -> 'Shade is not a variant attribute. Add it under Configuration > Variant attributes.' | |
| Value / Variant SKU / Barcode | القيمة / رمز المتغير / الباركود | Text | Value | Value 80; SKU max 30, unique within the product, becomes the variant product's code; barcode 80 | Red / TST-1001-RED | Same SKU twice -> 'Each variant needs its own SKU.'; empty value -> 'Enter valid text (maximum 80 characters).' | |
| Price Difference / Cost Difference | فرق السعر / فرق التكلفة | Money | No | 2 decimals, cannot be negative here; variant price = parent price + difference | 0 | 50.00 | '-10' -> 'Negative values are not allowed.' |
Product > E-commerce
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Publish Online / Featured | النشر عبر الإنترنت / مميز | Toggle | No | Recorded; published once a channel is connected | On | ||
| Web Name / URL Slug / Web Category | الاسم على الموقع / رابط الصفحة / فئة الموقع | Text | No | 160 / 120 / 120 characters; slug a-z 0-9 and single hyphens (screen converts what you type) | test-office-chair-tst-1001 | (API) 'Chair_1' -> 'Use lower-case letters, digits and hyphens.' | |
| SEO Title / SEO Description / Sort Order / Web Description | عنوان SEO / وصف SEO / ترتيب العرض / الوصف على الموقع | Text / Number / Rich text | No | 70 / 160 characters; whole number; 10000 characters | Test chair | SEO title 71 characters -> 'Enter valid text (maximum 70 characters).' |
Product > Documents
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Document type / Title (optional) / file | نوع المستند / العنوان / الملف | Select / Text / File | Type, file | Datasheet, Manual, Certificate, SDS, Drawing, Specification, Warranty, Compliance Document, Product Image, Other; PDF, PNG, JPEG, WebP, text, CSV, Word, Excel; up to 10 MB; only after first save | Datasheet / test.pdf | A .zip -> 'Attach a PDF, an image, a Word or Excel file, or text.'; empty file -> 'That file is empty.'; 12 MB -> 'Keep a document under 10 MB.' |
Product > Notes
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Internal / Sales / Purchase / Warehouse / Manufacturing Notes | ملاحظات داخلية / المبيعات / المشتريات / المستودع / التصنيع | Text | No | Max 2000 each | Check stitching |
Product > Controls & History
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Custom Fields | الحقول المخصصة | By definition | Conditional | Product custom fields from Configuration > Custom fields | Required one empty -> '<Label> is required.' |
Product > General > Company Access
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Companies (shared with) | الشركات | Checkbox list + Apply sharing | No | Only companies you belong to and where you hold product.manage; the current company always stays; unsharing needs zero stock there (the copy is archived there) | Tick a second test company | A company where you lack product.manage -> 'You cannot create products in <CODE>.'; unshare with stock -> '<CODE> still holds stock of <PRODUCT>; it stays shared until that stock is zero.'; same code already a different shared product -> '<CODE> already has a different shared product <PRODUCT>.' | |
| Cost by company: Standard Cost / Sales Price | التكلفة المعيارية / سعر البيع | Money per company | No | Each company keeps its own cost and price; cost needs product.cost.view in that company | AED 450 / 899 in company 2 | No cost right there -> 'You cannot see or set cost in that company.' |
Duplicate Product
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| New product code / New product name | رمز المنتج الجديد / اسم المنتج الجديد | Text | No | Blank code = '<CODE>-COPY' (then -COPY2...); blank name = '<name> (copy)'; same code rules | TST-1002 / Test chair B | ||
| Copy pricing / purchasing / packaging / BOM / routes / quality / documents | نسخ التسعير / المشتريات / التعبئة / ... | Checkboxes | No | Basic information always copied; barcodes, PLU, scale settings, alternates, variants never; without Copy pricing price and cost are 0; BOM / routes only with Manufacturing | Copy pricing |
Create Sale / Create Purchase
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Customer / Supplier | العميل / المورد | Select | Yes | Sale: Customer or Customer & vendor; Purchase: defaults to the preferred supplier reference | CUST-00001 | (API) none and no supplier reference -> 'Choose the supplier.' | |
| Quantity | الكمية | Number | Yes | Defaults 1 | 1 | 5 |
Print Barcode Labels
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code / Labels | الرمز / عدد الملصقات | Text / Number | Code | Code must be one of this product's codes; count 1-120 (outside is clamped) | 12 | Primary barcode / 24 | (URL) another product's code -> 'Print a label for one of this product's own codes.' |
Product configuration master (all kinds)
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | 2-30 A-Z 0-9 _ -; upper-cased; fixed after creation | FURN | 'F' -> 'Use 2–30 letters, digits, underscores or hyphens.'; changed via API -> 'Master codes cannot change after creation.' | |
| Name | الاسم | Text | Yes | Max 160 (units 20, variant attributes 40); variant attribute names unique (case-insensitive) | Furniture | Unit name of 21 characters -> 'Enter valid text (maximum 20 characters).'; second 'Color' -> 'There is already a variant attribute with this name.' | |
| Arabic name / Description | الاسم بالعربية / الوصف | Text | No | 160 / 1000 characters | أثاث | ||
| Status | الحالة | Select | Yes | Active / Archived; an archived master is no longer offered but products already using it keep it | Active | Archived |
Product categories
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Parent category | الفئة الرئيسية | Select | No | Another active category; no loops; only categories have a parent | Office | Making a parent its own grandchild -> 'Category hierarchy cannot contain a cycle.'; (API) parent on a brand -> 'Only categories have a parent.' | |
| Costing method | طريقة التكلفة | Select | Yes | Average cost (AVCO), First in first out (FIFO), Standard cost; affects future movements only | Average cost (AVCO) | FIFO | (API) 'lifo' -> 'Choose a costing method: avco, fifo, standard.' (list as configured) |
| Valuation | التقييم | Select | Yes | Automated / Periodic (manual) | Automated | Automated | (API) other -> 'Choose a valuation mode: ...' |
| Stock valuation / Stock input / Stock output account | حساب تقييم / مدخلات / مخرجات المخزون | Select (accounts) | No | An account of this company; blank = system default | System default | 1300 Inventory | (API) another company's account -> 'Choose an account from this company's chart.' |
Units of measure
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Dimension | نوع القياس | Select | Yes | count, weight, length, volume, area, time | count | weight | (API) 'speed' -> 'Choose a unit dimension.' |
| Reference ratio | نسبة التحويل | Number | Yes | Above 0, up to 6 decimals; quantity in the reference unit (kg = 1, g = 0.001); name, dimension and ratio frozen once a product uses the unit | 1 | 0.001 | 0 -> 'Enter a positive value.'; '0.0000001' -> 'Use at most 6 decimal places.'; change on a used unit -> 'A unit used by products cannot be redefined. Create a new unit.' |
Variant attributes
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name (rename) | الاسم | Text | Yes | Cannot be renamed once a product variant uses it | Rename 'Color' after use -> 'A variant attribute used by products cannot be renamed. Archive it and add a new one.' |