Overview

The Create submodule is used to create and manage supporting master records that are referenced by other parts of Caddayn Biller. It provides separate tabs for different entity types, allowing users to create, search, edit, and delete records from a centralized interface.

Records created here become available for selection in the relevant modules throughout the application.

The Create submodule includes the following tabs:

• Brand

• Category

• Tax

• Batch

• Label

• Expense Types

• Investment Types

• Income Types

Interface Overview

Each entity type is managed through its own tab. The selected tab displays its existing records in a list.

Common controls available across the tabs include:

• Search – Search records by name.

• Refresh – Reload the latest records.

• Add – Create a new record for the selected entity type.

• Action Menu (⋮) – Edit or delete an existing record.

• Tabs – Switch between the different entity types.

The Tax tab has additional configuration options because tax records support tax percentages and tax splitting.

Creating a Record

For all tabs except Tax, creating a new record follows the same process.

To create a record:

1. Open Master Data → Create.

2. Select the required tab.

3. Click the corresponding Add button.

4. Enter the Name and Description.

5. Click Save.

The new record is then available for use in the relevant modules.

Standard Record Fields

This workflow applies to most tabs which are:

• Brands

• Categories

• Batches

• Labels

• Expense Types

• Investment Types

• Income Types

Creating a Tax

The Tax tab provides additional configuration options for creating tax records.

To create a new tax:

1. Open Master Data → Create → Tax.

2. Click Add Tax.

3. Enter the Tax Title.

4. Enter the Total Tax Percentage.

5. Enter a Description, if required.

6. Enable or disable the Split option.

7. If Split is enabled, configure the required tax components.

8. Click Save.

Tax Fields

Configuring Tax Split

When Split is enabled, the total tax can be divided among one or more existing tax types.

To configure a tax split:

1. Enable the Split option.

2. Click the + button to add a tax component.

3. Select an existing Tax Name.

4. Enter the Tax Percentage for that component.

5. Add additional tax components using the + button when required.

6. Use the Delete option beside a component to remove it.

7. Ensure the configured split percentages match the intended total tax.

8. Click Save.

This allows a single tax rate to be represented as multiple components, such as a combination of existing tax types.

Editing a Record

Existing records can be modified from any tab.

To edit a record:

1. Open the required tab under Master Data → Create.

2. Locate the record.

3. Click the ⋮ menu.

4. Select Edit.

5. Update the required information.

6. Click Save.

For standard tabs, the editable fields are generally Name and Description.

For Tax, the tax title, description, total tax percentage, split configuration, and tax components can be modified.

Deleting a Record

To delete an existing record:

1. Open the relevant tab (Brand, Label, Tax etc.)

2. Locate the record.

3. Click the ⋮ menu.

4. Select Delete.

5. Confirm the deletion.

Note: Records that are already referenced by other modules or transactions may be subject to system restrictions when deletion is attempted.

Searching Records

Use the Search box available within each tab to quickly locate a record by name.

The search applies to the currently selected entity type.

Production Notes

• Records created in the Create submodule are used throughout the application wherever the corresponding entity is required.

• Tax is the only tab with additional configuration beyond name and description.

• Tax splits can contain one or more existing tax components.

• Changes to a master record are reflected wherever that record is referenced.

• Avoid deleting records that are actively used by existing transactions.