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Master Data Management

Your Single Source of Truth Across the ERP

The Master Management module in SoSME ERP is the backbone of the entire system, ensuring consistency, accuracy, and centralized control of all key business data. It eliminates redundancy, enhances data governance, and streamlines operations across departments.

01

Multiple Location & Branch Management

  • Define Multiple Branches, Stores, and Warehouses
    Set up an unlimited number of physical or virtual locations within the ERP system, including business units, branches, and warehouses.

  • Assign Data Visibility by Branch or User
    Control access to data by assigning users to specific branches, ensuring that employees only see the data relevant to their role and location.

  • Enable Location-Specific Reporting and Inventory Tracking
    Monitor performance and stock levels by location, with real-time reports on sales, purchases, inventory movement, and more.

  • Define Fiscal Settings per Location
    Configure tax rules, currencies, and financial calendars independently for each branch or region, supporting compliance with local regulations.

02

Cost Centers & Departmental Accounting

  • Define Departments, Profit Centers, and Cost Centers
    Organize your organization into logical units—such as departments or business segments—to track financial performance at a granular level.

  • Tag Transactions for Analytical Reporting
    Apply dimension tags (e.g., cost center, department, project) to transactions, enabling detailed analysis and cross-sectional financial insights.

  • Set Budgets and Monitor Performance by Dimension
    Allocate budgets per department or cost center and track actual performance against targets, supporting better financial control and accountability.

  • Multi-Level, Customizable Chart of Accounts                        Structure your financial accounts with flexible, multi-tier hierarchies tailored to your business model.

  • GL Account Type Assignment
    Classify accounts by type (asset, liability, income, expense, equity) to ensure accurate financial reporting and compliance.

  • Mapping with Cost Centers, Business Units, and Departments
    Link GL accounts to specific cost centers, departments, or business units for detailed tracking and reporting.

  • Localization Support
    Maintain account names in multiple languages—such as Arabic and English—to support regional and international teams.

03

Chart of Account Master

04

Item & Product Master

  • SKU-Based Product Catalog (Goods & Services)
    Manage a unified catalog for both physical products and service items, each uniquely identified by SKU.

  • Units of Measure (UoM), Item Groups, and Categories
    Define multiple UoMs per item and organize products using customizable groups and categories for streamlined management.

  • Pricing Tiers, Tax Classes, and Inventory Valuation Methods
    Support multiple pricing levels, assign tax rules per item, and choose valuation methods (FIFO, Weighted Average, etc.).

  • Barcode, Batch/Serial Number Tracking, and Product Images
    Enable barcode scanning, track inventory with batch or serial numbers, and attach images for easy item identification.

UOM & Currency Master

05

  • Base and Alternative Units of Measure
    Define primary and secondary units of measure for each item to support flexible purchasing, sales, and inventory management.

  • Conversion Factors
    Set precise conversion rates between units (e.g., box to piece, liter to milliliter) for accurate stock and transaction calculations.

  • Multi-Currency Setup with Exchange Rate History
    Operate in multiple currencies with automated or manual exchange rate updates, and maintain historical rates for audit and reporting.

  • Currency Rounding and Formatting Rules
    Customize rounding behavior and display formats for each currency, ensuring accuracy and regional compliance.

Tax & Compliance Master

06

  • Define Tax Groups, Rules, and Rates
    Configure tax structures including standard, zero-rated, and exempt categories, with support for multiple jurisdictions.

  • VAT Classifications, Exemption Flags, and ZATCA Codes
    Tag items and transactions with VAT types, apply exemptions where applicable, and assign ZATCA-compliant codes for e-invoicing and reporting in Saudi Arabia.

  • Withholding Tax and Zakat Setups (GCC-Compliant)
    Set up and calculate withholding tax and zakat obligations in accordance with GCC regulations, with automated entries and reporting.

07

Vendor Master

  • Comprehensive Supplier Database
    Maintain detailed supplier records including contact information, banking details, tax registration numbers, and contract documentation.

  • Vendor Rating and Classification
    Classify suppliers by type, category, or strategic importance, and assign performance ratings based on delivery reliability, quality, and pricing.

  • Purchase Terms, Delivery Terms, and Payment Preferences
    Define default purchase conditions for each supplier, such as Incoterms, lead times, preferred delivery methods, and payment terms (e.g., Net 30, advance, partial).

  • Integrated with Procurement and Finance
    Seamless integration with the procurement cycle (RFQs, POs, GRNs) and finance workflows (invoices, payments, tax compliance) for end-to-end visibility and control.

08

Customer Master

  • Centralized Customer Profiles
    Store complete customer information, including contact details, billing and shipping addresses, credit limits, and payment history.

  • Classification by Region, Industry, or Customer Group
    Categorize customers for segmentation and analysis using customizable attributes such as territory, sector, or account type.

  • Credit Limits, Payment Terms, and VAT Registration Tracking
    Define and enforce credit policies, assign flexible payment terms, and track VAT registration numbers for compliance and invoicing accuracy.

  • Multi-Contact and Branch Support
    Manage multiple contact persons and branch locations under a single customer profile for enterprise clients or distributed organizations.

Employee Master

09

  • Centralized Employee Profiles
    Maintain a complete employee record including personal details, job information, documents, and system credentials—all in one place.

  • Integrated with Payroll & Attendance
    Seamlessly link employee profiles with payroll calculations, attendance logs, shift schedules, and leave records for end-to-end HR automation.

  • Department, Job Title, and Manager Hierarchy
    Assign employees to departments, roles, and reporting structures to reflect organizational hierarchy and support workflows.

  • Banking, Tax, and Contract Information
    Record essential financial and compliance details such as bank account numbers, tax IDs, contract types, and employment dates.

10

Banking Account Master

  • Register Multiple Bank Accounts
    Manage multiple bank accounts for each company or branch to support diverse banking relationships.

  • Define Account Types
    Specify account categories such as Current, Savings, Overdraft, or others tailored to your financial operations.

  • Detailed Bank Information
    Capture essential details including bank name, branch, IBAN, SWIFT/BIC code, and associated currency.

  • Assign Default Accounts
    Designate default bank accounts for handling receivables and payables to streamline payment processing.

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