Master Data: Building Your Foundation

Set up the reference data that every module depends on — vendors, parts, stores, and more.

Module: Masters · 22 steps · 11 entities

What You'll Learn

The Scenario

Your AeroTrack instance is configured (Guide 02). Now stock it with the reference data that every module depends on — vendors who supply parts, stores that hold them, and the parts themselves. Without master data, you can't raise a purchase order, receive goods, or issue materials to a work order.

1 Vendor List

Navigate to Masters → Vendors. This is your supplier directory — every company you buy parts or services from gets a record here. Vendors are linked to purchase orders, invoices, and goods receipts.

Vendor list page with table and New Vendor button
2 Create a Vendor

Click New Vendor and fill in the form. The vendor code is your internal reference (e.g. VND-AERO-001). GST and PAN numbers are required for Indian tax compliance on purchase invoices.

Vendor creation form with annotated fields

▲ Vendors supply parts and services. Link them to POs later in the procurement chain. The same form is used for editing — click any vendor row to modify.

Field Required Purpose
Vendor CodeYesUnique identifier on POs and invoices
Company NameYesDisplay name across the system
Vendor TypeYesSupplier, Manufacturer, Service Provider, etc.
GST No / PANNo*Required for Indian tax invoices
Payment TermsNoDefault terms auto-filled on new POs
Is ApprovedNoOnly approved vendors appear in PO dropdowns
3 Customer List

Navigate to Masters → Customers. Customers are the airlines or operators you sell parts or services to. They're linked to sales orders, invoices, and delivery challans.

Customer list page
4 Create a Customer

Click New Customer. The form mirrors the vendor form — code, name, contact, GST, and address. The credit limit field controls how much outstanding balance this customer can carry.

Customer creation form
5 Parts Catalogue

Navigate to Masters → Parts. This is the heart of inventory — every consumable, rotable, and expendable part your organisation works with. Parts link to purchase orders, stock movements, work order materials, and inspection task cards.

Parts catalogue list with table and filters
6 Create a Part

Click New Part. The part number is your primary key — it appears on every document. Category (consumable, rotable, expendable) determines tracking rules: rotables are serialised and tracked individually, consumables are tracked by quantity.

Part creation form with annotated fields

▲ The part number and category determine how this item appears in procurement and stock reports. Set the reorder level to trigger automatic purchase request suggestions.

Field Purpose
Part NumberUnique identifier — appears on all documents
CategoryConsumable / Rotable / Expendable — controls tracking
SerializedIf checked, each unit gets a unique serial number
Reorder LevelTriggers purchase suggestions when stock falls below
HSN/SAC CodeTax classification for GST invoices
Shelf LifeDays until expiry — triggers reminders
7 Part Detail Page

Click any part row to see its detail page — stock summary across stores, linked purchase orders, material issues, and certificate status. This is your single source of truth for any part number.

Part detail page showing stock summary and linked records
8 Store List

Navigate to Masters → Stores. Stores are physical locations where parts are kept — main warehouse, quarantine area, customer-owned stores, etc. Every stock movement references a source and destination store.

Store list page
9 Create a Store

Click New Store. The store type determines its purpose — warehouse, quarantine, bonded, or customer-owned. Customer-owned stores require a customer reference to track consignment inventory separately.

Store creation form
10 Cities & Airports

Navigate to Masters → Cities. Cities are used in vendor/customer addresses, store locations, and flight operations. The seed includes 20 Indian cities — add more as needed.

City list page
11 Create a City

Simple form — name, state, and country. Cities appear in autocomplete dropdowns across all address fields in the system.

City creation form
12 Currencies

Navigate to Masters → Currencies. The seed includes INR, USD, EUR, GBP, and AED. Each currency has an exchange rate relative to your base currency (set in Company Settings). Exchange rates are used in purchase orders and invoices.

Currency list with exchange rates
13 Create a Currency

Add new currencies as you onboard international vendors. The exchange rate converts foreign amounts to your base currency on financial reports.

Currency creation form

▲ The exchange rate is to your base currency (INR by default). Update rates periodically — they affect all new transactions.

14 Units of Measure

Navigate to Masters → Units. The seed includes 10 common units (KG, G, L, ML, M, CM, HR, PC, SET, BOX). Each unit belongs to a category and has a conversion factor to its base unit.

Units of measure list
15 Create a Unit

Add units when your parts need measurements not in the default set. The conversion factor links this unit to its base — for example, 1 FT = 0.3048 M.

Unit creation form

▲ The conversion factor links this unit to its base. Example: 1 G = 0.001 KG. This powers automatic unit conversion in stock reports.

16 Workshops

Navigate to Masters → Workshops. Workshops are physical maintenance bays or service centres. They're assigned to work orders so you know where each job is being performed.

Workshop list page
17 Create a Workshop

Define the workshop's specialisation (engine, airframe, avionics, etc.), capacity, and manager. This helps with work order scheduling and resource planning.

Workshop creation form
18 Inspection Kits

Navigate to Masters → Inspection Kits. Kits are predefined sets of tools and materials needed for specific inspection types (NDT, borescope, etc.). Link them to task cards for standardised procedures.

Inspection kits list
19 Create an Inspection Kit

Define the kit code, name, and description. Frequency and applicability help filter which kits are relevant for which aircraft or inspection type.

Inspection kit creation form
20 HSN/SAC Codes

Navigate to Masters → HSN/SAC. These are India's Harmonised System of Nomenclature codes for goods (HSN) and services (SAC). They're required on GST invoices and purchase orders. Each code carries a default GST rate.

HSN/SAC codes list

▲ HSN/SAC codes are required for GST compliance on invoices and purchase orders. Link them to parts in the part form.

21 Alternate Parts

Navigate to Masters → Alternate Parts. This links OEM parts to approved alternates — when the primary part is out of stock, the system suggests these substitutes during procurement.

Alternate parts mapping table
22 Create an Alternate Link

Select the primary part, the alternate, and the interchange type (two-way, one-way, or conditional). Add a reference to the approval document (STC, PMA, or engineering order).

Alternate part link creation form

▲ When the OEM part is unavailable, the system suggests these approved alternates during procurement. The notes field should reference the approval basis (STC, PMA, etc.).