This document outlines the key steps in the purchase and stock creation process for raw materials. It involves creating master data for items, customers, vendors etc. A request for quotation is sent to vendors and a purchase order is created once a quotation is received. A goods receipt note is made once materials are received from the vendor, which updates the item stock. Sample testing is done and documented in a test report. Finally, payment is made to the vendor. The process includes creating and approving necessary documents and generating reports at different stages.

2. 1. Create Master Data -Go to Slide
2. Quotation from Vendor -Go to Slide
3. Purchase Order to Vendor -Go to Slide
4. Purchase Invoice from Vendor after receiving material -Go to Slide
5. GRN for received material -Go to Slide
6. Sample Test Report (ATR) -Go to Slide
7. Payment to vendor -Go to Slide
8. Stock Updated after GRN -Go to Slide
Batch Production Process – Part 1
Purchase & Stock creation of Raw/Pack Material

3. Master
Data
Create Item,
Customer , Vendor,
Equipment , Notes
Quotation from
Vendor
Create RFQ of type Vendor
Save & Submit for
Quotation
Purchase
Order
Create PO to
Vendor for raw
material
Purchase
Invoice
Create PI from Vendor
after receiving raw
material
GRN
Create GRN for
Received
Material
ATR
Create sample
test report for
item.
Payment
Create Payable for
Vendor Payment
Stock updated
Check Item for Updated
Stock after GRN
Process Flow Chart

4. •To Create Item Click on Item master , and then click on plus icon for add new Item.
2.Click on plus
Icon for Creating
New Item.
1.Click on Item
master .
Creation of Master Data
Create Item Master

5. 1.Click on type of
Item.
2.Select the Type
of Item .
3.Click on
Select icon.
• Click on type of item and select item type from open window.
• Click on select icon.
Creation of Master Data

6. 1.Select the Status
of Item .2.Fill all the Details such as
item no,name,description.
• For create item fill the item details such as item number , code and description.
Creation of Master Data

7. 1.Click on
Comments/notes
tab.
3.Write Comments
4.Click on
Select icon.
2.Click on plus
Icon .
• To add notes Click on notes tab ,Write a note and save it.
Creation of Master Data

8. Creation of Master Data
• Note is added successfully in item master.
1.Note is added
in item master.

9. • To add AML click on AML tab and select the manufacturer from open
window and click on select icon.
1.Click on AML
tab.
3.Select the
manufacturer
4.Click on
Select icon.
2.Click on plus
Icon .
aa

10. • AML is added successfully in item master.
1.AML is added in
item master.

11. 1.Click on Item
tab.
3.Select the
Item.
4.Click on
Select icon.
2.Click on plus
Icon .
5.Click on Save
and Close Icon
Button
• To add item click on item tab click plus icon select the item and click on select icon
then click on save and close icon.
Creation of Master Data

12. Creation of Master Data
• Item is added successfully in item master.
1.Item is added in
item master.

13. • To Promote the Item master click on item and then click promote icon.
2.Click on
promote item.
1.Click on item .
Creation of Master Data

14. • To approved the Item master select the state from open window.
1.Click on
approved .
2.Click on
select.
Creation of Master Data

15. • Approved state of Item .
Creation of Master Data
1.Approved
state of
item.

16. Creation of Master Data
Create Customer
•To create customer click on customer and click plus icon to create new.
1.Click on
customer.
2.Click on plus icon
to create new.

17. Creation of Master Data
1.Click on
customer
type.
2.Select the
classification.
3.Click on
select icon.
• Click on customer type and select the classification from open window
•Click select icon.

18. Creation of Master Data
•To create customer fill the customer details such as name , contact, address ,etc .
• click on save and close icon.
2.Click on save
and close icon.
1.Fill the
details.

19. 1.Click on
vendor.
2.Click on plus
Icon for Creating
New
Create Vender
Creation of Master Data
• To create vender click on vendor and click plus icon to create new.

20. Creation of Master Data
1.Fill all the
details
correctly.
•To Create Vendor fill the details such as name ,contact ,address.

21. Creation of Master Data
1.Click on Rating
tab.
2.Click on plus
Icon .
4.Click on Save
and Close Icon
Button
3.Select the
Rating.
• Click on rating tab and plus icon then select rating .
•click on save and close icon.

22. Creation of Master Data
Create Equipment
•To create Equipment click on equipment and click on plus icon to create new.
1.Click on
Equipment.
2.Click on plus
icon .

23. Creation of Master Data
• Click on equipment for and select the classification from open window.
•Click on select icon.
1.Click on
equipment for.
2.Select the
classification.
3.Click on
select icon.

24. Creation of Master Data
• To create equipment fill the equipment details such as name , type ,Description.
• Click on save and close icon.
1.Fill the
Equipment details.
2.Click on save
and close icon.

25. Create Notes
1.Click on Notes
2.Click on plus
Icon for Creating
New
Creation of Master Data
• To create notes click on notes and then plus icon to add new .

26. 1.Select the
note type.
Creation of Master Data
• To create notes select notes type.

27. 1.Fill all the
details .
2.Click on Save
and Close Icon
Button
Creation of Master Data
• To create notes fill the notes details and click on save and close icon

28. RFQ to Vendor
Creation Of RFQ to Vendor
2.Click on plus
icon .
1.Click on
RFQ.
• To create RFQ to vendor, click on RFQ and then plus icon for create new.

29. Creation Of Quotation from Vendor
2.Select the
Classification.
1.Click on
Type.
3.Click on select
icon.
•To create RFQ click on type and select classification.

30. Creation Of RFQ to Vendor
• Enter the details for RFQ such as Vendor , to add vendor click on vendor field
and select vendor from opened window then select vendor
1.Click Vendor
filed “...” sign
2.Select vendor
from opened dialog
3.Click on
select icon

31. Creation Of RFQ to Vendor
• Vendor added to rfq , done same step to add tooling po and part po then enter
cost for tool, part and total cost calculated automatically
1.Selected
vendor added
2.Select part , tooling
po , part po using
same step of add
vendor
3.Enter tool cost and part cost
and total cost calculated
automatically

32. Creation Of RFQ to Vendor
• To add attachment to rfq, Change pick related option to create related then click on
plus icon and select file from opened dialog after that click on select icon
1.Change Pick
Related to
Create Related
2.Click on plus
icon
3.Choose file from
opened window
4.Click on
Open button

33. Creation Of RFQ to Vendor
• Attachment added successfully, now click on save and close icon
1.Click on save
and close icon

34. Creation Of RFQ to Vendor
• For RFQ Report, click on Report Menu and then select RFQ Report option
1.Click on
Report menu
2.Click on RFQ
Report option

35. Creation Of RFQ to Vendor
• Select from and to date from opened window and click on Run Report button
1.Select From and To date by
click on textbox and select date
from opened calendar
2.Click on Run
Report button

36. Creation Of Quotation from Vendor
RFQ Report

37. Quotation from Vendor
Creation Of Quotation from Vendor
• To Promote RFQ to submitted state, click on promote icon
1.Click on
Promote icon

38. Creation Of Quotation from Vendor
• Select state from opened window and click on select icon.
1.Select state from
opened window
2.Click on
Select icon

39. Creation Of Quotation from Vendor
• RFQ submitted and type changed to Quotation.

40. 1.Click on Purchase
Order.
2.Click on plus
Icon for Creating
New
Purchase Order to Vendor
Creation Of Purchase Order To Vendor
• To create purchase order to vendor click on purchase order and then plus icon.

41. 3.Click on
Select icon.
1.Click on
PO type.
2.Select the
PO.
Creation Of Purchase Order To Vendor
• Click on PO type and select the type from opened window, then click on select icon

42. 1.Click on
Vendor.
2.Select the
vendor.
3.Click on
Select icon.
Creation Of Purchase Order To Vendor
• To add vendor, click on vendor field and select the vendor then click on select icon

43. 1.Click on
Authorised By.
2.Select the
User.
3.Click on
Select icon.
Creation Of Purchase Order To Vendor
• Vendor added, now to add authorised by,click on Authorised By field and select user from
opened window then click on select icon

44. 3.Select the
Item.
4.Click on
Select icon.
1.Click on
Item tab.
Creation Of Purchase Order To Vendor
• To add item, click on Item tab, then plus icon and select item from opened window then
click on select icon
2.Click on
plus icon

45. Creation Of Purchase Order To Vendor
• After adding item, enter qty, rate , gst rate details and amount , igst, cgst, sgst, gross
total calculated automatically
1.Enter qty,
rate and gst
rate.
2.Amount, IGST, CGSt,
SGST and Gross total
calculated automatically

46. Creation Of Purchase Order To Vendor
•Enter amt of transportation and gst rate, gross transportation calculated and gross total
updated automatically
1.Enter amt of
transportation
and gst rate
2.Transportation
calculated and gross
total updated

47. Creation Of Purchase Order To Vendor
• To add advance in PO, select Advance tab and click on plus icon then enter date and
advance amount
1.Enter
advance amt,
date
2.Advance amt and
Amount remaining
calculated automatically

48. Creation Of Purchase Order To Vendor
• Click on save and close icon.
1.Click on save
and close icon

49. Creation Of Purchase Order To Vendor
• Click on Report menu then select and click on Po Report option.
1.Click Report
menu
2.Select and
click on PO
Report option

50. Creation Of Purchase Order To Vendor
• Purchase Order Report

51. 1.Click on
Purchase
Invoice.
2.Click on plus Icon.
Create Purchase Invoice from Vendor after receiving material
Creation Of Purchase Invoice
• To Create Purchase Invoice from Vendor click on Purchase Invoice and plus icon.

52. 2.Select the
Type.
3.Click on
Select icon.
1.Click on
Type.
Creation Of Purchase Invoice
•Click on type field and then select type from opened window and click on select icon

53. 2.Select the
Vendor.
3.Click on
Select icon.
1.Click on Vendor.
Creation Of Purchase Invoice
•To Select the Vendor, click on vendor field and select vendor from opened window then
click on select icon .

54. 1.Click on
part tab.
2.Click on plus
Icon for Add New
Creation Of Purchase Invoice
•To add the part, click on part tab and click on plus icon.

55. 2.Select the
Part.
3.Click on
Select icon.
1.Click on
Part.
Creation Of Purchase Invoice
• To add the part , click on Part field and select part from opened window then click on
select icon.

56. Creation Of Purchase Invoice
•Add PO by following same step done for part, then rate is automatically filled from
selected po
1.After selecting po , rate filled
automatically from selected po

57. Creation Of Purchase Invoice
•Enter qty, gst rate and amount, IGST, CGST, SGST, Gross total calculated automatically
1.Enter qty, gst rate and amount, igst,
cgst, sgst gross total calculated
automatically

58. 1.Enter amt
and gst rate
Creation Of Purchase Invoice
•Fill the amt of transportation and gst rate, then transportation amount calculated
and gross total updated automatically
2.Transportation
calculated and gross
total updated

59. 1.Click on GRN.
2.Click on plus
Icon for Creating
New
GRN For Received Material
Creation Of GRN For Received Material
• To create GRN Click on GRN and then plus icon for add new .

60. 1.Click on Type.
2.Select the
Type.
3.Click on
Select icon.
Creation Of GRN For Received Material
• Click on type field and select type of material from opened window

61. 1.Select the
PO.
2.Select the
Location.
4.Select the
Supplier.
5.Click on
Select icon.
3.Click on
Supplier.
Creation Of GRN For Received Material
•Enter po details and the other details and select the supplier by click on supplier field and
select supplier from opened window then click on select icon

62. 1.Click on
Date.
2.Select the
Date.
Creation Of GRN For Received Material
•Select date by click on date field and select date from opened calendar.

63. 1.Click on
Item.
2.Select the
Item.
3.Click on
Select icon.
Creation Of GRN For Received Material
• To add the Item in GRN , click on Item field and select item from opened window then
click on select icon

64. 3.Click on
Select icon.
1.Click on
Manufactur
er.
2.Select the
Manufactur
er.
Creation Of GRN For Received Material
• Item added to grn, now to add manufacturer , click on manufacturer field and select
manufacturer from opened window then click on select icon

65. 3.Select the
Item.
4.Click on
Select icon.
1.Select Goods
received tab.
2.Click on plus
Icon .
Creation Of GRN For Received Material
• To add the item for goods received , select goods received tab , click on plus icon and
select item from opened window then click on select icon

66. 1.Fill the details
such as batch
no, exp, mfg
date, quantity
2. Total received
qty calculated
automatically
Creation Of GRN For Received Material
• Fill the details for goods received such as batch no, mfg, exp date,quantity etc. .

67. Creation Of GRN For Received Material
• Click on save and close icon. 1.Click on save
and close icon

68. 1.Click on Report.
Creation Of GRN For Received Material
• For GRN Report click on report menu then select and click GRN Report
option.
2.Select and click on
GRN Report option

69. Creation Of GRN For Received Material
GRN Report

70. 2.Click on promote
Item.
1.Click on save Item.
Creation Of GRN For Received Material
• To promote GRN, select grn from record then click on promote option

71. 1.Select the
state.
2.Click on
Select icon.
Creation Of GRN For Received Material
Select state from opened window then click on select icon

72. 1.Select the
state.
2.Click on
Select icon.
Creation Of GRN For Received Material
•Select approved state to promote grn to approved state.

73. 1.Approved
GRN state .
Creation Of GRN For Received Material
•GRN item approved successfully.

74. Creation Of Sample Test Report
• To create sample test report click on ATR and add new .
1.Click on
sample test
(ATR.
2.Click on
plus icon.

75. Creation Of Sample Test Report
• Click on Sample type and select type from opened window and click on select icon
2.Select the
type.
1.Click on
Sample type.
2.Click on
Select icon.

76. Creation Of Sample Test Report
1.Fill the Details
such as invoice no,
item, grn no etc.
2.Click on
save.
• Fill the details such as date, invoice no, grn no etc. and click on save icon

77. Creation Of Sample Test Report
• To add parameter, select parameter tab , click on plus icon and select parameter from
opened window then click on select icon.
1.Select
Parameter Tab
2.Click on plus
icon
3.Select parameter
4.Click on select
icon

78. Creation Of Sample Test Report
• Parameter added successfully to ATR then click on save icon.
1.Click on save
icon

79. Creation Of Sample Test Report
1.Click on
Report.
• To open report, click on report menu then select and click Sample Test Report.
2.Select and click on Sample
Test Report

80. Report for Sample Test Report(ATR)
Creation Of Sample Test Report

81. Creation Of Sample Test Report
2.Click on save
and close icon.
• Click on save and close icon.

82. Payment to vendor
Creation Of Payment To Vendor
1.Click on
payables.
2.Click on
plus icon.
• To create payment click on payables and add new.

83. Creation Of Payment To Vendor
2.Click on save
and close icon. 1.Fill the details such as vendor,
payment for, payment amt etc.
• Fill the payment details such as vendor, payment for, amt and click on save and
close icon.

84. 1.Quantity
Received from
GRN.
Stock Updated after GRN
Creation Of Stock Update
• The item quantity updates after GRN .