BasisUnits of Measure
Route: /units · Menu: Master Data → Units
Define the units used on item base units and conversions (e.g., PCS, KG, BOX, LTR). Each unit has a Code (used in forms) and a Name.
Tax Categories
Route: /tax-categories · Menu: Master Data → Tax Categories
Define VAT (PPN) rates applied to sales and purchase lines. Each category has a Name, Rate %, Tax Payable account, and Tax Receivable account.
| Field | Notes |
|---|---|
| Name | e.g., "PPN 11%", "Exempt" |
| Rate | Percentage applied on taxable amount. 0 for exempt. |
| Tax Payable Account | Output VAT account — credited on Sales Invoices. |
| Tax Receivable Account | Input VAT account — debited on Purchase Invoices. |
WHT Configurations
Route: /wht-configs · Menu: Master Data → WHT
Withholding tax configurations for service purchases. Linked to service items and applied on Payment offset lines.
| Field | Notes |
|---|---|
| Name | e.g., "PPh 23 — 2%", "PPh 21 — 5%" |
| Rate | Withholding percentage. |
| WHT Payable Account | Liability account accumulating WHT to be remitted to tax authority. |
Locations
Route: /locations · Menu: Master Data → Locations
Warehouse locations used for per-location stock tracking. Requires the Multi-Location feature to be enabled in Business Settings.
Each location has a Code, Name, and an optional Address. Once created, locations appear on inventory transaction lines (GDN, GRN, Adjustments, Transfers).
Salesmen
Route: /salesmen · Menu: Master Data → Salesmen
Sales representatives that can be assigned to Sales Orders and Sales Invoices. Requires the Salesman feature to be enabled. Each salesman has a Name and a Commission Rate (%) used in the Commission Report.
Projects
Route: /projects · Menu: Master Data → Projects
Tag transactions (invoices, payments, journals) to a project for project-level P&L reporting. Requires the Projects feature to be enabled.
Each project has a Name, Code, Start Date, and End Date (optional). The Project Report shows revenue and expenses attributed to each project.
Currencies & Exchange Rates
Currencies: /currencies · Exchange Rates: /exchange-rates · Menu: Master Data → Currencies / Exchange Rates
Requires the Multi-Currency feature to be enabled. Add foreign currencies (e.g., USD, EUR) and maintain an exchange rate table. Exchange rates auto-load on transaction forms based on the transaction date.
| Field (Currency) | Notes |
|---|---|
| Code | ISO currency code (e.g., USD, EUR, SGD). |
| Name | Full currency name (e.g., US Dollar). |
| Symbol | Display symbol (e.g., $, €). |
Exchange rate entries have a currency code, effective date, and rate-to-base. The system picks the rate with the closest effective date ≤ the transaction date.
Price Levels
Route: /price-levels · Menu: Master Data → Price Levels
Define multiple selling price tiers (e.g., Retail, Wholesale, VIP). Assign a default price level to customers in the Party form. On Sales Orders and Invoices, the system auto-fills the price from the item's price for that level.