Creating a brand in Milaan ERP is a fundamental step for organizing your inventory. Brands allow you to categorize products effectively, filter reports, and analyze sales performance by manufacturer or brand line. This guide will walk you through the simple process of adding a new brand to your system.

Step-by-Step Guide

• Navigate to Brand Management

  Log in to your Milaan ERP dashboard. From the main navigation menu (usually located on the left sidebar), look for the Master or Inventory section. Click on it to expand the options, and then select Brand.

  Tip: You can also use the global search bar at the top of the dashboard and type "Brand" to jump directly to the page.

• Initiate Creation

  On the Brand Management page, you will see a list of existing brands. To add a new one, locate the Create Brand button. This is typically located in the top-right corner of the page or below the search filters.

  Clicking this button will open the "Create New Brand" modal window.

• Fill in Brand Details

  In the modal window, you will need to provide the following information:

  • Brand Name: Enter the official name of the brand (e.g., "Nike", "Samsung"). This is a required field.
  • Description: Add a brief description of the brand. This is useful for internal reference (e.g., "Sports footwear and apparel").
  • Status: Select Active to make this brand available for use immediately. If you select Inactive, the brand will be saved but won't appear in product selection dropdowns.

• Save and Confirm

  Once you have entered all the details, review them quickly to ensure accuracy. Click the Create Brand button at the bottom of the modal to save your changes.

  You should see a success message confirming "Brand added successfully!", and your new brand will appear in the list.

Troubleshooting

Brand name already exists?
Milaan ERP prevents duplicate brand names to avoid confusion. If you see an error about the name existing, check your inactive brands label or try a slight variation if it's truly a different brand.

Can't see the brand in product entry?
Ensure you set the status to "Active" when creating the brand. You can edit the brand at any time to change its status.

HSN (Harmonized System of Nomenclature) codes are mandatory for GST invoicing in India. Milaan ERP allows you to manage these codes efficiently to ensure accurate tax calculations.

Creating HSN Code

• Access HSN Master

  Go to Master > Tax Master > HSN in the main menu.

• Add New HSN

  Click the Add HSN button. Enter the 4, 6, or 8-digit HSN code and its description.

• Configure GST Rates

  Specify the GST rate (e.g., 5%, 12%, 18%, 28%) applicable to this HSN. The system will automatically split this into CGST and SGST for intra-state sales.

Categories help you group similar products together (e.g., "Electronics", "Furniture"). This hierarchy is crucial for inventory management and reporting.

Steps to Manage Categories

• Navigate to Categories

  Go to Inventory > Category.

• Create Category

  Click Add Category. Enter the category name (e.g., "Mobile Phones").

• Parent Category (Optional)

  If this is a sub-category (e.g., "Smartphones" under "Mobile Phones"), select the parent category from the dropdown.

The Product Master is the heart of your inventory. Here you define everything about the items you sell or purchase.

Adding a New Product

• Go to Product Master

  Navigate to Inventory > Products.

• Basic Information

  Click Add Product. Fill in the Product Name, Print Name (for invoices), and Product Code/SKU.

• Select Attributes

  Choose the appropriate Brand, Category, HSN Code, and Unit (e.g., PCS, KGS) from the dropdowns.

• Pricing & Tax

  Purchase Price: Your buying cost.
  Sale Price: Your selling price.
  Tax Type: Select "Inclusive" if tax is included in price, or "Exclusive" if tax is added on top.

• Opening Stock

  If you have existing stock, enter the Quantity and Value under the Opening Stock section.

Ledgers represent accounts for your Customers (Sundry Debtors), Suppliers (Sundry Creditors), Expenses, and Bank Accounts. Creating accurate ledgers is vital for financial reporting.

Creating a Ledger

• Access Account Ledger

  Navigate to Master > Accounts > Account Ledger.

• Select Group

  This is the most critical step. Choose the correct group:
  - Sundry Debtors: For Customers.
  - Sundry Creditors: For Suppliers.
  - Bank Accounts: For your bank current/savings accounts.
  - Indirect Expenses: For office expenses, rent, etc.

• Ledger Details

  Enter the Ledger Name (e.g., "Rahul Trading Co."). For parties, fill in the Address, State (mandatory for GST), and Mobile Number.

• GST & Banking Info

  GSTIN: Enter the 15-digit GST number. The system will validate proper format.
  Regular/Composition: Select the registration type.
  Credit Limit: (Optional) Set a credit limit for customers.

Account Groups categorise ledgers into standard accounting heads (Assets, Liabilities, Income, Expenses). Correct grouping ensures an accurate Balance Sheet and Profit & Loss statement.

Generate professional GST invoices for your customers. Navigate to Sales > Sales Entry.

• Select Customer

  Choose the customer ledger. The system will auto-fill details like GSTIN and Address.

• Add Items

  Scan barcodes or search products. Rates and taxes are fetched automatically from the Product Master.

• Save & Print

  Click Save to generate the invoice. You can print it immediately in various formats (A4, Thermal, etc.).

Send price estimates/quotations to potential customers. Navigate to Sales > Quotation. You can later convert these directly into Sales Invoices with one click.

Track your incoming stock and supplier payables. Navigate to Purchase > Purchase Entry.

• Tax Type Selection

  Select 'GST' for registered suppliers or 'Retail' for unregistered ones.

• Update Stock

  Saving a purchase entry automatically increases your product inventory count.

Use Receipt Vouchers to record payments received from customers. Navigate to Voucher > Receipt. Select 'Cash' or 'Bank' as the receiving account and the Customer as the credit account.

Record payments made to suppliers or for expenses. Navigate to Voucher > Payment.

Use Contra for internal fund transfers, such as Cash deposit into Bank, Cash withdrawal from Bank, or Bank-to-Bank transfer.

View real-time inventory levels. The Stock Ledger gives a detailed in/out movement of items, while the Stock Statement provides a summary of current quantities and valuation.