Master Data

Master Data

Master data are the key dimensions of the supply chain that we are to plan for. 

Within this tab we can see the following columns: ID, Code, Description, UOM, Unit Cost, Unit Price, Currency, Item Group Code, Item Group Description, Item Family Code, and Item Family Description. 

You can also:
  1. Add new data by clicking the + Add data button
  2. Filter the list of data by Items, Customers, Vendors, Stocks, or Bill of Materials
  3. Toggle on or off Inactive Rows 

When updating data with new items present in the source data, this data is added incrementally into the master data.

When editing master data within the application and refreshing the data with input data from an older master data set, there are a few things to consider. If you edit the Code of an item and refresh the input data, the application will keep both the Code name that was edited and the original Code name as two separate records, this may lead to duplicate transactional records. If editing the description of an item, refreshing the input data with will wipe out the new description with the old description.  

When duplicate records exist in the input data, the last record of the duplicate records ingested into Arkieva will show in the master data. 

Add Data

To add new master data to the data studio, first click the + Add Data button. The New Item drawer will slide out from the right side of the window.




  1. Create an Item Code, Item Description, select an Inventory Location from the dropdown list, and a Base Unit of Measure from the dropdown list. 




  1. There are also optional Fields that can be entered as well. Click the Optional Fields button to show these options: Unit Cost, Unit Price, Lot Size, Shelf Life, Duration Buffer, Item Group Code, Item Group Description, Item Family Code, Item Family Description, and Currency. 



  1. When creating data or editing data with Shelf Life, the system will suggest you to  












Filter Dropdown

Select Items, Locations, Customers, Vendors, Stocks, Bill of Materials, ILCs, Stock Substitutes, Production Types, Purchase Types, and Transfer Types to drilldown through the list of Master Data.



Activate / Deactivate and Show Inactive Rows

Within Arkieva users are able to deactivate Items, Customers, Locations, and ILCs. Once any of these are deactivated it is essentially hidden throughout the application. To reactive an item, location, customer, or ILC the user would enable the Show Inactive Rows, and once the inactive rows are displayed, they can click active to reactive it throughout the application. If an item is deactivated, it will remain deactivated after data it uploaded into the application.

Vendors, Stocks, and Bill of Materials cannot be marked as Active or Deactivated by the user.

When Show Inactive Rows is toggled Off, this will remove the deactivated line from view. When Show Inactive Rows is toggled On, the deactivated line will appear grayed out. 






Edit Mode

Using the Edit Mode toggle, you can select a column to bulk edit. Much like Excel, select a cell to edit, and click and drag the small square to bulk edit across multiple cells.

Columns include: 
  1. UOM
  2. Unit Cost
  3. Unit Price
  4. Currency
  5. Lot Size
  6. Shelf Life
  7. Duration Buffer
  8. Item Group Code
  9. Item Family Code
  10. Status

















Master Data Items

Items: Add Data -> New Item drawer

  1. Item Code
  2. Item Description
  3. Inventory Location

Optional Fields
  1. Unit Cost
  2. Unit Price
  3. Shelf Life
  4. Duration Buffer
  5. Item Group Code
  6. Item Group Description
  7. Item Family Code
  8. Item Family Description
  9. Currency




Item columns

  1. ID
  2. Code
  3. Description
  4. UOM
  5. Unit Cost
  6. Unit Price
  7. Currency
  8. Lot Size
  9. Shelf Life
  10. Duration Buffer
  11. Item Group Code
  12. Item Group Description
  13. Item Family Code
  14. Item Family Description

Master Data Locations

Locations: Add Data -> New Location

  1. Location Code
  2. Location Description
  3. Location Type

Optional Fields
  1. Location Country Code
  2. Location Country Code Description
  3. Location Region Code
  4. Location Region Description
  5. Max Storage 
  6. Address Country
  7. Address Region
  8. Address City
  9. Address Street
  10. Address Postal Code
  11. Address Latitude and Longitude can be automatically generated by running update geo locations in the Actions Panel after saving the address fields above. Address Latitude and Longitude fields are not editable. 



Locations columns

  1. ID
  2. Code
  3. Description
  4. Location Type
  5. Location Country Code
  6. Location Country Description
  7. Location Region Code
  8. Location Region Description
  9. Max Storage
  10. Address Country
  11. Address Street
  12. Address City
  13. Address Region
  14. Address Postal Code
  15. Address Latitude
  16. Address Longitude

Master Data Customer columns

  1. ID
  2. Code
  3. Description
  4. Customer Parent Code
  5. Customer Parent Description
  6. Customer Country Code
  7. Customer Country Description
  8. Customer Region Code
  9. Customer Region Description


Master Data Vendor columns

  1. ID
  2. Code
  3. Description
  4. Vendor Country Code
  5. Vendor Country Description
  6. Vendor Region Code
  7. Vendor Region Description

Master Data Stocks columns

  1. ID
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Primary Source Type
  7. Primary Source Code
  8. Lead Time in Days
  9. Minimum Run Size
  10. Unit Cost

Master Data Bill of Materials columns

  1. ID
  2. Code
  3. Description
  4. Produced Item
  5. Produced Item Code
  6. Component Item
  7. Component Item Code
  8. Quantity

Edit Bill of Materials

If you are an Arkieva user, you can only change the quantity of a component. If you are an Arkieva Enterprise user, you can change the quantity of a component, add components or byproducts, and create new BOMs.





Master Data ILCs columns

  1. ID
  2. Item Code
  3. Item Description
  4. Location Code
  5. Location Description
  6. Customer Code
  7. Customer Description
  8. Status

Master Data Stock Substitutes

  1. ID
  2. Item Code
  3. Item Description Location Code
  4. Location Description
  5. Substitute Item Code
  6. Substitute Item Description
  7. Start Date
  8. End Date
  9. Priority
  10. Quantity Per Unit
  11. Cost Per Unit
  12. Orders
  13. Forecasts
  14. Safety Stock
  15. Minimum DOS
  16. Maximum DOS
  17. Replenishment Value

Master Data Production Types columns

  1. ID
  2. Code
  3. Description

Master Data Purchase Type columns

  1. ID
  2. Code
  3. Description

Master Data Transfer Types columns

  1. ID
  2. Code
  3. Description


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