Multi Techno Integrated Solutions.pdf

MULTI APP
DOCUMENTATION
Phone No. 0323-6683663 M Waqas ERP
Implementer
Phone No. 0304-5771644 M Abbas
Software Engineer
Email: info@multi-techno.com
Website: www.multi-techno.com
First floor ghori arcade satyana road
Faisalabad.
2nd
Office no 36 Jeff Heights Lahore,
Pakistan

Table of Contents
About Us ................................................................................................................................................1
Key System Strengths...........................................................................................................................1
Enhanced Business Reporting:............................................................................................................1
Better customer service:......................................................................................................................1
Improved Inventory Costs: .................................................................................................................1
Boosted Cash Flow:............................................................................................................................1
Cost Savings: ......................................................................................................................................1
Features of the Proposed System.........................................................................................................2
1.Application setup ...............................................................................................................................2
1.1Company Setup................................................................................................................................3
1.1.1Subsidiary .......................................................................................................................................3
1.1.2 Location….................................................... ………………………………………………………………………………4
1.1.3 Accounting Preferences……….....................................…………………………………………………………….….5
1.1.4 Transaction Auto Number…………................................... ………………………………………………………..….6
1.1.5 Transaction Status……………….......................................…………………………………………………………..….7
1.1.6 Data Import Forms From Excel .....................................................................................................8
1.2 Manage Role & Responsibilities....................................................................................................9
1.2.1 Role & responsibility setup ..........................................................................................................10
1.2.2 Module Object .............................................................................................................................11
1.2.3 Menu............................................................................................................................................12
1.2.4 Responsibility...............................................................................................................................13
1.2.5 Role ..............................................................................................................................................14
1.2.5 Role ..............................................................................................................................................15
1.3 Manager Users ...............................................................................................................................16
1.3.1System User Management............................................................................................................16
1.3.2 System Administration.................................................................................................................17
1.3.3Activity Dashboard........................................................................................................................18
1.3.4 Top Users .....................................................................................................................................19
1.3.5 Transaction Delete Log ................................................................................................................20
1.3.6 Transaction Verify........................................................................................................................21
1.3.7 View Attachments........................................................................................................................21
1.4 Setup Taxes.....................................................................................................................................22
1.4.1 Nexus............................................................................................................................................23
1.4.2 Tax Agency ...................................................................................................................................24
1.4.3 Tax Control Account.....................................................................................................................25

1.4.4 Tax Type .......................................................................................................................................26
1.4.5 Tax Item .......................................................................................................................................27
1.4.6 Tax Group.....................................................................................................................................28
2. Financial Module..............................................................................................................................29
2.1Financial...........................................................................................................................................30
2.1.1Journal Entries...............................................................................................................................31
 Cash Opening Account ...................................................................................................................32
 Supplier Payable.............................................................................................................................33
 Customer Receivable Opening .......................................................................................................34
 Opening Fixed Assets......................................................................................................................34
2.1.2Recuring Journal ...........................................................................................................................35
2.1.3Journal Approve............................................................................................................................36
2.1.4 Budget..........................................................................................................................................37
2.2.Cash & Bank....................................................................................................................................38
2.2.1 Make payment............................................................................................................................ 39
2.2.2Make Deposit................................................................................................................................40
2.2.3 Employees advances....................................................................................................................41
2.2.4 Employees Loans..........................................................................................................................41
2.2.5 Funds issues .................................................................................................................................42
2.2.6 Funds receiving ............................................................................................................................42
2.3Accounting setup.............................................................................................................................43
2.3.1Charts of accounts ........................................................................................................................43
Charts of accounts ................................................................................................................................44
Chart of accounts..................................................................................................................................45
2.3.2Currencies.....................................................................................................................................46
2.3.3Currency rates...............................................................................................................................46
2.3.4Payment terms..............................................................................................................................47
2.3.5Accounting period.........................................................................................................................47
2.4Classification ....................................................................................................................................48
2.4.1Departement................................................................................................................................48
2.4.2Classes...........................................................................................................................................49
2.4.3Countries.......................................................................................................................................49
2.4.4State..............................................................................................................................................50
2.5Finnacial Reports.............................................................................................................................51
2.5.1Accounts Ledger............................................................................................................................51
2.5.2Trail Balance..................................................................................................................................52
2.5.3Balance Sheet................................................................................................................................53
2.5.4Profit/loss statement....................................................................................................................54

2.5.5Daily collection reports.................................................................................................................55
2.5.6Cash In Flow..................................................................................................................................56
3.Inventory Management System ......................................................................................................57
3.1Item Setup .......................................................................................................................................58
3.1.1Items .............................................................................................................................................59
3.1.2Item Category ...............................................................................................................................60
3.1.3Unit Type.......................................................................................................................................60
3.1.4Items Barcode...............................................................................................................................61
3.2Inventory .........................................................................................................................................61
3.2.1Inventory Adjustment...................................................................................................................62
3.2.2Inventory Transfer ........................................................................................................................63
3.2.3Transfer Order ..............................................................................................................................63
3.2.4Pending Delivery Challan ..............................................................................................................64
3.2.5Pending Receiving Orders.............................................................................................................65
3.3Items Reports ..................................................................................................................................65
3.3.1Items Ledger .................................................................................................................................66
3.3.2Stock Management Report...........................................................................................................67
3.3.3Inventory Profit Margin ................................................................................................................68
3.3.4Item Closing As on Date Report....................................................................................................69
4.Purchase Management System ........................................................................................................70
4.1Vendor Definition............................................................................................................................71
4.1.1 Vendor..........................................................................................................................................71
4.2Procurement....................................................................................................................................72
4.2.1Requisition ....................................................................................................................................72
4.2.2RFQ................................................................................................................................................73
4.2.3Purchase quotation.......................................................................................................................73
4.3Purchase ..........................................................................................................................................74
4.3.1Purchase Order .............................................................................................................................74
4.3.2Inbound Shipment ........................................................................................................................75
4.3.2Inbound Shipment ........................................................................................................................76
4.3.3Pending Inbound Shipment ..........................................................................................................77
4.3.4Pending Receive Order List...........................................................................................................78
4.3.5Items Receipts...............................................................................................................................79
4.3.6 Vendor Return..............................................................................................................................80
4.4Payable ............................................................................................................................................80
4.4.1Enter Bills ......................................................................................................................................81
4.4.2Pay Bills .........................................................................................................................................82
4.4.3Vendor Credit................................................................................................................................83

4.5Purchase Reports ............................................................................................................................84
4.5.1Purchase Order Summary.............................................................................................................84
4.6Payable Reports ..............................................................................................................................85
4.6.1Vendor Ledger...............................................................................................................................86
4.6.2Vendor Closing Report..................................................................................................................87
4.6.3Daily Purchase Report...................................................................................................................88
4.6.4Vendor Aging Report.....................................................................................................................89
5.Sales and Order Management..........................................................................................................90
5.1Setup................................................................................................................................................91
5.1.1Customer.......................................................................................................................................91
5.2POS...................................................................................................................................................92
5.2.1Resturant Point of Sale .................................................................................................................92
5.2.2Cash Sale.......................................................................................................................................93
5.2.3Mart Point of Sale .........................................................................................................................94
5.3 Sales................................................................................................................................................95
5.3.1Quotation......................................................................................................................................96
5.3.2Sales 360 Dashboard.....................................................................................................................97
5.3.3Sales Order....................................................................................................................................98
5.3.4Pending Delivery Challan ..............................................................................................................99
5.3.5Delivery Challan ..........................................................................................................................100
5.3.6Customer Return.........................................................................................................................100
5.4Receivable Report .........................................................................................................................101
5.4.1Invoice.........................................................................................................................................101
5.4.2Recurring Invoice ........................................................................................................................102
5.4.3Customer Payment .....................................................................................................................103
5.4.4Credit Memo...............................................................................................................................104
5.5Sales Report...................................................................................................................................105
5.6Reecivable Reports........................................................................................................................106
5.6.1Customer Ledger.........................................................................................................................107
5.6.2Customer Closing Report ............................................................................................................107
6. Project Management .....................................................................................................................108
6.1Project Management with CRM ...................................................................................................109
6.1.1Contacts ......................................................................................................................................110
6.1.2Leads...........................................................................................................................................111
6.1.3Prospects.....................................................................................................................................112
6.1.4Customer.....................................................................................................................................113
6.1.5Quotation....................................................................................................................................114
6.1.6CRM Task Status..........................................................................................................................115

6.1.7CRM Task Calendar .....................................................................................................................116
6.2Project............................................................................................................................................117
6.2.1PM Dashboard ............................................................................................................................117
6.2.2Project Task Calendar .................................................................................................................118
6.2.3Project Task Status......................................................................................................................118
6.2.4Project.........................................................................................................................................119
6.2.4Project.........................................................................................................................................119
6.3Project Transaction Reports .........................................................................................................121
6.3.1Transaction Report .....................................................................................................................121
6.3.2Project Trail Balance ...................................................................................................................122
6.3.3Project Profit/loss Report ...........................................................................................................122
7.HR & Payroll ....................................................................................................................................123
7.1HR Setup........................................................................................................................................124
7.1.1Employee ....................................................................................................................................125
7.1.2Employee Type............................................................................................................................126
7.1.3Work Calendar ............................................................................................................................126
7.1.4Define Employee Salary ..............................................................................................................127
7.2Employee Self Service ...................................................................................................................128
7.2.1Expense Claim.............................................................................................................................128
7.2.2Attendance..................................................................................................................................129
7.2.3Salary...........................................................................................................................................130
7.2.4Advance Apply ............................................................................................................................130
7.2.5Loan Apply ..................................................................................................................................131
7.3 HR Attendance..............................................................................................................................132
7.3.1Time Attendance Main ...............................................................................................................133
7.3.2Time Attendance Summary ........................................................................................................133
7.3.3Time Attendance Register...........................................................................................................134
7.3.4Employee Leave Application.......................................................................................................135
7.3.5Overtime Approval......................................................................................................................135
7.3.6HR & Dashboard..........................................................................................................................136
7.3.7Attendance Dashboard...............................................................................................................137
7.3.8Payroll Dashboard.......................................................................................................................138
7.4 Payroll Setup ................................................................................................................................139
7.4.1Payroll Define..............................................................................................................................140
7.4.2Element Type ..............................................................................................................................140
7.4.3Payroll Formula...........................................................................................................................141
7.5Payroll Process ..............................................................................................................................142
7.5.1Payroll Run Process.....................................................................................................................143

7.5.2Payroll Process Run Results ........................................................................................................144
7.5.3Pre Payment................................................................................................................................145
7.5.4Costing Process Run....................................................................................................................146
7.5.5Employee Expense Claim ............................................................................................................147
7.6Reports ..........................................................................................................................................147
7.6.1Employee Ledger ........................................................................................................................148
7.6.2Employee Closing Balance ..........................................................................................................148
7.6.3Employee Salary Sheet................................................................................................................149
8.Production Management System........................................................................................... 150
8.1Set up.............................................................................................................................................151
8.1.1Manufacturing Routing...............................................................................................................152
8.1.2Manufacturing Cost Template....................................................................................................153
8.1.3Work Center / Entity Group........................................................................................................153
8.1.4Bill of Material.............................................................................................................................154
8.2Discrete Manufacturing ................................................................................................................155
8.2.1Order for Production ..................................................................................................................156
8.2.2Work Order.................................................................................................................................156
8.2.2Work Order.................................................................................................................................157
8.2.2Work Order.................................................................................................................................158
8.2.3Pending Work Order...................................................................................................................159
8.2.4Assembly Build............................................................................................................................160
8.2.5Assembly Unbuild .......................................................................................................................161
8.3Process Manufacturing .................................................................................................................162
8.3.1Pending Work Progress...............................................................................................................163
8.3.2Work Progress.............................................................................................................................163
8.3.3Pending Material Consumption..................................................................................................164
8.3.4Material Consumption................................................................................................................165
8.4Manufacturing Reports.................................................................................................................166
8.4.1Work Order Status Report ..........................................................................................................167
8.4.2Assembly Build Report................................................................................................................168
8.4.3Material Planning Sales Order Wise ...........................................................................................169
8.4.4Material Planning Work Order Wise ..........................................................................................170
8.4.5Assembly Build Piece Rate..........................................................................................................170

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MULTI TECHNO|INTEGRETED SOLUTIONS
About Us
Multi-Techno is an ERP Software, Systems design and Implementation IT firm. Our system is
an industry customized ERP System designed for your organization. We feel proud to present
you our technology automations systems and applications that have promising cost reduction,
business cycle improvements, effective, efficient business resources utilization and get your all
business insight on just one click on your Smart phones, tablet PCs and Laptops.
Key System Strengths
System will be implementing in Oracle Apex 22.0.1 and Oracle 19c
database
Enhanced Business Reporting:
 Better reporting tools with real-time information
 A single source of truth, one integrated database for all business processes
Better customer service:
 Better access to customer information
 Faster response times
 Improved on-time delivery
 Improved order accuracy
Improved Inventory Costs:
 Only carry as much inventory as needed, avoid these common issues
 Too much inventory, and higher overhead costs
 Too little inventory, and longer customer fulfillment times
Boosted Cash Flow:
 Better invoicing and better collections tools to bring cash in faster
 Faster cash means more cash on-hand for the business
Cost Savings:
 Improved inventory planning
 Better procurement management
 Better customer service
 Improved vendor relationship management

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Features of ERP System
Modules of the Proposed System:
 Administration/Securities Management System
 Financial Module/Fixed Asset
 Inventory Management System
 Purchase Management System
 Accounts Payables
 Sales Management System(POS)
 Accounts Receivables
 CRM with Order Booking App
 Project Management System
 Production Management System
 HR and Payroll System
A brief description of the Features of the System is as follows:
System to be developed in Oracle 19c database
Oracle Apex & jasper Reports all Reports can Export to PDF, Excel CSV Format
1. Application setup:
The Administration module allows you to control the operation of Business Process, and
manage all users and groups. This chapter describes how to start the Business process,
explore the administration interface. It covers the base data that is linked into the other
modules for transactional purpose. Its main features include:
Company Setup:
 Define Subsidiary
 Define Locations
 Accounting Preferences
 Transaction Auto Number
 Transaction Status
 Data Import Forms from Excel
Manage Role/Responsibility:
 Role & Responsibility Setup
 Modules
 Module Object
 User Menu Define
 User Responsibility Define
 User Role Define
Manage User:
 System User Management
 System Administration
 Activity Dashboard
 Top Users
 Transaction Delete Log
 Transaction Accounting Verify
 View Attachments
Setup Taxes:
 Nexus
 Tax Agency
 Tax Control Account
 Tax Types
 Tax Items
 Tax Groups

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1.1 Company Setup:
 Define Subsidiary
 Define Locations
 Accounting Preferences
 Transaction Auto Number
 Transaction Status
 Data Import Forms from Excel
1.1.1 Subsidiary:
Here we can see the administration setup is divided into different items firstly we’ll define the
company setup in which first item is subsidiary, Subsidiary is used for the company
information. The purpose of this tab is how to establish or create company information to use
this tab. When you open the subsidiaries tab on the left corner (create) button click on it then
another page open put the some requirements like: Company Name, Address, Email, Currency,
GST no NTN no, Logo. Then click on right side down create button easily create the subsidiary
information.

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1.1.2 Location:
Here we can set the multiple number of Warehouses, Branches and stores location. Firstly we
can add the location name, description, parent location, city, country, address.

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1.1.3 Accounting Preferences
In this tab we can set the accounts by default. Accounting preference is started expenses
account set by name and with account number like cash in hand, petty cash, and highlight
with numbers like 1000123 cash in hand type name also exist here. We can set different
accounts by default e.g. Income Accounts, Cash Accounts, Receivables Accounts, Payables
Account, Bank Accounts, Assets Accounts Gain, Loss Accounts.

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1.1.4 Transaction Auto Number:
In this tab we can set the transaction auto number of each transaction type.
When we open the transaction tab we can see Transaction type,
Form type, Prefix, Number length, Subsidiary, Location, Department, Month Wise, Year
Wise, Auto Number Format.
All transactions number are differentiate on the behalf of location, subsidiary, department,
month wise and year wise.

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1.1.5 Transaction Status:
Transaction status is the last part of the Application setup in this tab we can see the
transaction type and create the status by default such as for example transaction type show on
the create page like Employees Loans there are different type of status are set approved,
rejected, pending approval. Posted status in which condition of the transaction posted,
unposted.

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1.1.6 Data Import Forms from Excel
In this tab we can define the data upload by excel formats.

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1.2 Manage Role/Responsibility:
 Role & Responsibility Setup
 Modules
 Module Object
 User Menu Define
 User Responsibility Define
 User Role Define

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1.2.1 Role & Responsibility setup
This part of the Application setup is Manage role & responsibilities In this part we’ll see the
all over roles, responsibilities according to their directions. For example Accountant Manger
is a role further in which roles are define responsibility like financial module, order booking
app, trading reports etc.

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1.2.2 Module Object
In this setup we’ll define module object in which we can see overall forms of the modules.
Like module title is accountant, object name is transaction accountant verify, object type is
reports or forms, transaction type is used for the transaction like cheque, work progress.

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1.2.3 Menu
Here we can define the menu. We can create menu from different forms in which menu
name, menu title, description, sort order, effective form, and effective to.

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1.2.4 Responsibility
Her we can define responsibility have different forms and menu. Responsibility perform
different roles. We can assign directly forms to the responsibility.

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1.2.4 Role:
We can define location, subsidiary, class, department so we can differentiate the user rights
and responsibilities. In this tab we can define the roles according to the require forms. We can
assign multiple responsibilities. For example if a user need the CRM we can only assign that
role. The user easily access those functions according to their requirements.

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1.3 Manage User:
 System User Management
 System Administration
 Activity Dashboard
 Top Users
 User Feedback
 Transaction Delete Log
 Transaction Accounting Verify
 View Attachments
1.3.1 System User Management:
An individual or (system) process working on behalf of an individual who has permission to
access information and information systems in order to carry out specific tasks.

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1.3.2 System Administration
In order to make sure that computer systems are working successfully and efficiently, system
administration include maintaining and administering both the hardware and software
components of the systems. In this tab including some other functions like Dashboard, Top
users, Application Error log, Page Performance, Page View.

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1.3.3 Activity Dashboard
Users can control all of their employees' and administrators' activity placed on several
applications from a single dashboard by using the Schedule Activity Dashboard. We can see
the status of activation of single user.

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1.3.4 Top Users
In this tab we can easily define the top users who are represent their activation status
according to time.

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1.3.5 Transaction Delete Log
In this tab we can define the delete portion of the transaction. We can see the login id,
transaction id, and transaction number, transaction type, and trandate, delete reason, delete
date, delete by, each and every thing is clearly define with their reasons.

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1.3.6 Transaction Accounting Verify
Here we can define the subsidiary, location and project. To verify the transaction.
1.3.7 View Attachments
In this tab we can see the attachments of documentation. When enter the data of any company
their location, subsidiary and class, department define. Then attach some documents like their
quotation, their business card etc.

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1.4 Setup Taxes:
 Nexus
 Tax Agency
 Tax Types
 Tax Items
 Tax Groups

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1.4.1 Nexus
Next part of the application setup is the setup taxes. In this tab we can define the country
details. Country name, description, nexus id and state.

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1.4.2 Tax Agency
In this tab we can see the multiple vendor’s primary information. Vendors name, tax agency,
purchase manager, city, district, country, state, email, phone number, bill address, ship
address, and factory address these type of information is necessary in tax agency.

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1.4.3 Tax Control Account
In this tab taxes is interlink with chart of account. When we create the taxes account their tax
is show automatically in chart of account. Name, Account no, Description, Tax Account
Type, Account type theses information is important for the tax control account.

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1.4.4 Tax Type
Here we can see the types of taxes set by own requirements. In this tab we can define the
name and description show GST, Liability sales tax act, nexus, and purchase sales tax act.

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1.4.5 Tax Items
Tax item basically called tax code. Tax code is impalement according to the ratio of tax allow
by the state in different business for example VAT 10%. Name, Description, Rate, Tax
Agency, Country, State etc.

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1.4.6 Tax Groups
We can combine different groups of taxes apply on the time of transaction.

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2. Financial Module:
A general ledger contains all the accounts for recording transactions relating to a company's
assets, liabilities, owners' equity, revenue, and expenses. In modern accounting software or
ERP, the general ledger works as a central repository for accounting data transferred from all
sub ledgers or modules like accounts payable, accounts receivable, cash management, fixed
assets, purchasing and projects. The general ledger is the backbone of any accounting system
which holds financial data for an organization. The collection of all accounts is known as the
general ledger. Each account is known as a ledger account.
Financial
 Journal Entries
 Recurring Journal
 Journal Approve
 Budget
 Quota
Cash & Banks
 Make Payment
 Make Deposit
 Employee Advance
 Employee loan
 Funds Issue
 Funds Receiving
Accounting Setup
 Charts of Accounts
 Currencies
 Currency Rates
 Payment Terms
 Accounting Periods
Classification
 Department
 Classes
 Countries
 State
Setup Taxes:
 Nexus
 Tax Agency
 Tax Types
 Tax Items
 Tax Groups
Financial Reports:
 Accounts Ledgers
 Trail Balance
 Balance Sheet
 Profit or Loss Statement
 Daily Collection Report
 Cash In Out Flow

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2.1 Financial
Financial
 Journal Entries
 Recurring Journal
 Journal Approve
 Budget

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2.1.1 Journal Entries
Journal Entries is the sub part of the financial tab. Here we can define the multiple function to
represent the different types of journals like liability, opening customer, receivable accounts,
and supplier, opening cash account, opening equity account, payable account, fixed assets,
these are the some type of journals we can create in this part of financial module.

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Here are some examples how to add journal on this tab and how to work it firstly we can see
the Opening Cash Account.

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How to create Supplier payable opening account

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How to add Customer Receivable Opening
How to add Opening Fixed Assets

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2.1.2 Recurring Journal
Define recurring journal formulas for transactions, such as accruals, depreciation charges, and
allocations that you repeat each accounting period. In this tab we can set the time period
recurring interval monthly, yearly quarterly.

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2.1.3 Journal Approve
A journal can be approved either immediately after creation and submission or at a later time
by choosing it from the list of journals. Journals can be approved individually or in groups. The
status of a journal changes to "Approved" after your approval, at which point it can no longer
be updated. In this tab we can change the status like journal pending approval. Then 2 options
show approve or reject. Who have rights they can chose the status according to the situation.

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2.1.4 Budget
Here we can specify the amount of budget. Budget is based on year quarter period.
For example we can set the target amount of any asserts and use in throughout the year. In the
end of year we can analysis the target amount of budget and the real amount.

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2.2 Cash & Banks
 Make Payment
 Make Deposit
 Employee Advance
 Employee loan
 Funds Issue
 Funds Receiving

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2.2.1 Make Payment
Here we can make the payment according to different accounts like cash in hand, petty cash.
In this tab we set the payment type such as cash payment voucher and bank payment voucher.
In this we can enter the expense account and Cheque clearing data.
2.2.2 Make Deposit

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Here we can define the how to make deposit. In this tab we can provide to the suppliers.
Suppliers automatically deposit cash and enter the information in this tab to create this.

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2.2.3 Employee Advance
In this tab we can define the employee advance payment. Here we can set the employee
advance salary report. We can provide salary in advance to their workers. In this condition this
tab is used.
2.2.4 Employee Loans
In this tab we can define the status of employee loan. Which worker get loan in advance. Then
we can provide the loans to the employee. Each month deduction by their salaries.

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2.2.5 Funds Issue
Funds issue play vital role in the transactions occur between 2 locations.
Funds issue intercompany from one location to other location.
2.2.6 Funds Receiving
In this we can receive funds from other location. We can select the account type where we
receive funds then we click on the approved funds or pending approval.

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2.3 Accounting Setup
 Charts of Accounts
 Currencies
 Currency Rates
 Payment Terms
 Accounting Periods
2.3.1 Chart of Accounts
There is the 3rd
part of the financial module is chart of account in this tab we can define 5 types
of Accounts like Assert, Liability, Stockholder Equity, Revenue, Expense, Statistical.

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 In Assert we can add other current asserts, fixed asserts.
 In Liability we can add other current liability, long term liability.
 In Stockholder Equity we can add opening balance equity, retained earnings.
 In Revenue we can add income, other income.
 In Expense we can add cost of goods sold, admin expense, factory overhead,
administrative expense, selling expense, and depreciation expense, gain/loss account,
landed cost.

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In this tab we can see how to create the chart of account click on the create button enter name,
description, parent account, account type, restricted to location and also restricted to subsidiary.
Then other data automatically fill.
Here we can make the parent account for this just account type enter then all data fill
automatically.

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2.3.2 Currencies
The purpose of the tab is to create multiple currencies according to the country. For example
United Arab Emirates use Dirham symbol is AED.
2.3.3 Currency Rate
In this tab we can use to define the rate of currency. For example base currency rate is rupee
and receive currency in dollars this tab can exchange the rate easily.

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2.3.4 Payment Terms
Here we can define the payment terms to other ones. In this procedure we can fix the payment
time period. Such as payment due date is 30 days. We can change according to your interest.
2.3.5 Accounting Period
In this tab we can provide open access on the current accounting period. In this we can close
the previous month period nobody enter the data. Next accounting period run according to the
present month.

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2.4 Classification
 Department
 Classes
 Countries
 State
2.4.1 Departments
In this tab we can define the department according to roles.

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2.4.2 Classes
Here we can differentiate on the bases of business type or requirements. Select those classes
which are your requirement.
2.4.3 Countries
In this tab we can define the country vise differentiation. Full country name represent short
name of country for example Pakistan is full name short name pk.

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2.4.4 State
In this tab we can see the country define with their state.

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2.5 Financial Reports:
 Accounts Ledgers
 Trail Balance
 Balance Sheet
 Profit or Loss Statement
 Daily Collection Report
 Cash In Out Flow
2.5.1 Accounts ledgers
In this tab we can define the account's beginning balance, all debits and credits made
throughout the period, and the account's closing balance are all displayed in the ledger. All
balance sheet and income statement accounts, including accounts receivable, accounts payable,
sales, and payroll, can be kept in a company's ledger.

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2.5.2 Trial Balance
This makes it easier to create accurate financial statements at the conclusion of each
accounting period and guarantees that every journal entry is balanced. In this tab we can see
the asset, liability, equity, revenue, expense.

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2.5.3 Balance Sheet
The assets and liabilities of a firm are show in detail on a balance sheet, which is a financial
statement. The first side show the assets in which 2 types of assets current assets and fixed
assets on the other side is liability in which first show current liability and long term liability.
In stockholders equity in which present the opening balance equity, opening stock, opening
supplier’s payables and cash flow statement used to assess a company's performance is the
balance sheet.

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2.5.4 Profits/ loss in statement
A business's financial statements include a profit and loss account that details its financial
performance. It provides an overview of a company's financial performance over a specific
time period (usually one year), including both income and expenses.

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2.5.5 Daily Collection report
The Collection Summary report gives you an overview of the receipts, cash that were collected,
how they were applied (invoices, debit memos, service charges, or left unapplied), and the
typical number of days it took to collect the money. This information can help you evaluate a
client's payment patterns.

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2.5.6 Cash in outflow
Here we can see the opening balance, closing balance in cash flow management, cash in and
out details are present in the shape of a statement. Further, by indicating how the money went
in and out of the firm, the statement of cash flows provides the connection between the financial
reports.

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3. Inventory Management System:
An inventory management system is a tool that allows you to track goods across your
business’s supply chain. It optimizes the entire spectrum spanning from order placement with
your vendor to order delivery to your customer, mapping the complete journey of a product.
Items Setup:
 Items
 Items Category
 BINS
 Unit Types
 Item Barcode Generate
 Price type
Inventory :
 Inventory Adjustment
 Inventory Transfer
 Transfer Order
 Pending Delivery Challan
 Pending Receive order list
Items Reports:
 Items Ledger
 Stock Movement Report
 Inventory Profit Margin
 Items Detail Ledger
 Items Detail Closing Report
 Transfer Order
 Items Closing As On Date Report
 Minimum Stock Report
 Re order Level Report

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3.1 Item Setup:
 Items
 Items Category
 BINS
 Unit Types
 Item Barcode Generate
 Price type

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3.1.1 Items
In this tab we can create the new items and edit the previous items. In which we can click on
create button the write the item name, description, unit type, brand name, item color, model,
item size. In this we can see the item types like services, raw material, assembly. In this we
can define the sales and purchase description. We also attach the pictures of the items.

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3.1.2Item Category
Here we can see the different items with different category. Enter item name, full name
parent id.
3.1.3 Unit Types
Here we can open multiple units. Like Meter, Nos, Kg, Pcs etc.

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3.1.4 Item Barcode Generate
We can create different types of barcode in it.
3.2Inventory:
 Transfer Order
 Pending Receive order list

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3.2.1 Inventory Adjustment
This is the part of inventory modules in which we can adjust the inventory setup. The purpose
of this tab for opening stock. In the end of the month we can adjust the items increase or
decrease according the situation.

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3.2.2 Inventory transfer
In this tab we can see how to inventory transfer from one location to another location.
3.2.3 Transfer Order
Here we can see the how order transfer from one location to another location. In which we
can create the delivery challan.

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3.2.4 Pending Delivery Challan
We can see the how many challans are pending.

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3.2.5 Pending Receive Order List
Orders with the status "Pending" have been received by the vendor, but the payment
processing has not yet taken place. In the majority of cases, the seller will finish the payment
shortly after receiving the order.
3.3 Items Reports:
 Items Ledger
 Stock Movement Report
 Inventory Profit Margin
 Items Detail Ledger
 Items Detail Closing Report
 Transfer Order
 Items Closing As On Date Report
 Minimum Stock Report
 Re order Level Report

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3.3.1 Items Ledger
In this tab we can see the detail of 1 item how many items are purchase and sale. And we can
also see the how production increase the stock.

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3.3.2 Stock Movement Report
We can see the every items movement details in it. We can see the opening balance, opening
amount, receive quantity, and receive amount, issue quantity, issue amount, closing quantity,
and closing amount. In this tab we can differentiate the items sock category, location vise.

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3.3.3 Inventory Profit Margin
In this tab we can see the profit margin how many items purchase and how many items sales
then calculate the total profit.

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3.3.4 Items Closing As On Date Report
Here we can see the items store vise, category vise and location vise closing at on date report.

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4. Purchase Management System:
Purchase management is a system that is used for order placement for the timely receipt of
inventory stock. It streamlines the purchasing and inventory control process of an
organization for greater efficiency and lower costs.
Vendor Define:
 Vendor Definition
Procurement:
 Requisition
 Request for Procurement
 Purchase Quotation
 RFQ
Purchase:
 Purchase Order
 Inbound Shipment
 Pending Inbound Shipment
 Pending Receive Order List
 Items Receipts
 Vendor Return
Payable:
 Enter Bills
 Pay Bills
 Vendor Credit
Purchase Reports:
 Purchase Order Detail Report
 Purchase Order Summary
 Import Shipment Report
Payable Reports:
 Vendor Ledger
 Vendor Closing Report
 Daily Purchase Report
 Vendor Forecasting Report
 Vendor Aging
 Vendor Details Ledger Report
 Pending Item Receipt For Billing
 Outward Post Dated Cheque
 Unbuild Payable Closing Balance
 Unbuild Payable Ledger

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4.1 Vendor Definition
 Vendor
4.1.1 Vendor
In this tab we can define the whole information of the vendors. Like their name, type of
Vendor. City, country, state contact number. Here we can define the bill address, ship address,
factory address. We can add financial information purchase scheme.

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4.2 Procurement:
 Requisition
 Request for Procurement
 RFQ
4.2.1 Requisition
Here we can create the department vise demand of material. In this tab we can manage the
store demands.

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4.2.2 RFQ
RFQ mean the request for quotation, in this tab we can create the quotation after the
requisition. Here we can see the comparison statement of vendors.
4.2.3 Purchase quotation
In this tab we can receive the purchase items by vendor then enter in purchase quotation to
make the new quotation.

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4.3 Purchase:
 Purchase Order
 Inbound Shipment
 Pending Inbound Shipment
 Pending Receive Order List
 Items Receipts
 Vendor Return
4.3.1 Purchase Order
In this tab we can order to vendor to purchase items. When vendor complete the task to
receive the order. In this tab one button of the inbound shipment here we can direct on &
off the button if we need to inbound shipment then click the button of, and if we no need
inbound shipment simply click the button and off the button

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4.3.2 Inbound Shipment
Here we can create the inbound shipment information in this tab. We can add the transaction
date, expected shipping date, expected delivery date, shipping number, actual shipping date,
actual delivery date. Here we can change the shipping status like to be shipped, in transit, and
received. In transaction line we can enter the whole information about the product such as
item name, quantity, amount, vendor name etc. in which we can describe the landed cost,
related transaction, system information.

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4.3.3 Pending inbound shipment
In this tab we can create the pending inbound shipment. This tab show us how many
shipment are pending and how many are approved.

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4.3.4 Pending Receive Order List
Orders with the status "Pending" have been received by the vendor, but the payment
processing has not yet taken place. In the majority of cases, the seller will finish the payment
shortly after receiving the order.

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4.3.5 Items Receipts
In this tab we can see the overall items receipts.

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4.3.6 Vendor Return
A vendor return authorization is a non-posting transaction that keeps track of a return to a
vendor. It does this by recording the items to be returned, their quantities, the approval status,
the shipment status, and the amount that the vendor will refund or credit.
4.4 Payable:
 Enter Bills
 Pay Bills
 Vendor Credit

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4.4.1 Enter Bills
This tab is basically use for the purchase invoice. Here we can stand the vendor payables.

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4.4.2 Pay Bills
Vendor payments, commonly referred to as accounts payable or invoice to pay, refer to the
procedure of compensating suppliers for the goods and/or services they provide to your
business.

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4.4.3 Vendor Credit
Here we can see the supplier balance. This is interlink with purchase order. When item
returns ten the suppliers balance decrease.

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4.5 Purchase Reports:
 Purchase Order Detail Report
 Purchase Order Summary
 Import Shipment Report
4.5.1 Purchase Order Summary
In this tab we can see the entity. Here we can create the PO quantity and then check the
receive quantity. We can also see the vendor date and vendor bill quantity.

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4.6 Payable Reports:
 Vendor Ledger
 Vendor Closing Report
 Daily Purchase Report
 Vendor Aging Report

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4.6.1 Vendor Ledger
The tab is only use for the vendors ledger create in it. In this tab we can see the debit side
show the payments and credit show the invoices. In this tab we can also see the vendor ledger
with postdated cheque and without postdated cheque.

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4.6.2 Vendor Closing Report
In this tab we can see all the vendor closing balance.

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4.6.3 Daily Purchase Report
We can check the how many purchase items in a day. Daily purchase report we can see here.
And also differentiate the sales, purchase criteria.

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4.6.4 Vendor Aging Report
In this tab we can see the invoices record according the days. We can see here in which day
invoice is generate and in which day invoice is paid.

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5. Sales and Order Management (POS):
Order management is becoming increasingly complex as almost every business has multiple
customer interaction points which keep orders flowing in from different sales channels.
A high level of customer service that creates satisfied customers and keeps them intact for
life requires an order management process that is perfectly planned. In order to turn your
sales order management process flow business-specific and customer centric.
Setup:
 Customer Define
POS:
 Restaurant Point of Sale
 Cash Sale
 Mart Point of Sale
Sales:
 Quotation
 Sales 360 Dashboard
 Sale Order
 Delivery Challan
 Customer Return
Receivable Report
 Invoice
 Recurring Invoice
 Customer Payment
 Credit Memo
Sales Report
 Sale Order Details
 Sale Order Summary
 Data Wise Sale Order Planning
 Item Wise Sale Order Planning
 Delivery Orders Details
Receivable Reports:
 Sale Invoice Details
 Customer Ledger
 Customer Closing Report
 Customer Aging
 Customer Forecasting Report
 Customer Details Ledger Report
 Inward Post Dated Cheque
 Sale Invoice and Recovery Report

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5.1 Setup:
 Customer Define
5.1.1 Customer Define
In this we can define the customer. In this tab we can see the primary information about the
customers. Name, customer type, city, country, district, contact number etc.

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5.2 POS:
 Restaurant Point of Sale
 Cash Sale
 Mart Point of Sale
5.2.1 Restaurant Point of Sale
In this tab we can select the different items and create the invoices of those items. Here we
can use different payment methods through cash, card and credit.

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5.2.2 Cash Sale
In this tab we can Cash automatically debit and sale is credit in the system.

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5.2.3 Mart Point of Sale
In this tab we can sale the items through scanner. Here we can add the customer phone
number, name, transaction date, transaction number, scan item, items type, and number of
items.

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5.3 Sales:
 Quotation
 Sales 360 Dashboard
 Sale Order
 Delivery Challan
 Customer Return

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5.3.1 Quotation
In this tab we can see how to generate quotations. When client confirmed then we’ll share the
quotation in which we can see the quotation date, end date, memo, project, and department,
class etc.

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5.3.2 Sales 360 Dashboard
In this tab we can see the item category, customers, region wise, date filter yearly, quarterly
and monthly, Classification Subsidiary, location, department, classes.

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5.3.3 Sales Order
Here we can add the order receive by the customers.

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5.3.4 Pending Delivery Challan
In this tab after sales order we can check the Pending delivery challan. In this tab we can
filter the type, entity then click on the create delivery challan. We can see the pending
delivery challan through entity wise.

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5.3.5 Delivery Challan
Here we can create the delivery challan after sales the items. In this tab we can use the QR
system to scan the items challan.
5.3.6 Customer Return
In this tab we can see the item are return by customers. Here we can create the invoices.

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5.4 Receivable Report
 Invoice
 Recurring Invoice
 Customer Payment
 Credit Memo
5.4.1 Invoice
Here we can create the invoices after the sales the items. Create invoice directly without
delivery challan. Create credit memo, and sales order in this tab.

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5.4.2 Recurring Invoice
In this tab we can save the invoices according to the time period. In this tab we can set the time
period recurring interval monthly, yearly quarterly. Invoices generate according to already set
date of the month.

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5.4.3 Customer Payment
In this tab we can pay the customers through invoices. We can select the payment type like
through bank or cash in hand. We can use the different methods of payment like monthly,
partially.

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5.4.4 Credit Memo
Here we can manage the customer balance through this tab. If any items return then we can
manage the balance of the customer. We can provide any discount to the customer in this tab.

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5.5 Sales Report
 Sale Order Details
 Sale Order Summary
 Data Wise Sale Order Planning
 Item Wise Sale Order Planning
 Delivery Orders Details

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5.6 Receivable Reports:
 Sale Invoice Details
 Customer Ledger
 Customer Closing Report
 Customer Aging
 Customer Forecasting Report
 Customer Details Ledger Report
 Inward Post Dated Cheque
 Sale Invoice and Recovery Report

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5.6.1 Customer ledger
In this tab we can see the customer ledger from date to date. Here we can add the customer
we can see the detail of the customer and show the ledger. In this we can see the transaction
number, memo, debit, credit and closing balance.
5.6.2 Customer Closing Report

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6. Project Management System
This system will manage company project record and history. Employee can record daily
Material issuance, expenses to Project, you can see the Project running cost. You can analyze
the project cost with its Income from dashboard.
Setup:
 Contacts
 Leads
 Prospect
 Customer
 Quotation
 CRM Task Status
 CRM Task Calendar
Project:
 PM Dashboard
 Project Task Calendar
 Project Task Status
Project Transaction Reports:
 Project Transaction Report
 Project Trail Balance Report
 Project Profit/loss Report
 Project Wise Expense Report
 Project Wise Income Report

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6.1 Project Management and CRM:
CRM software helps business understand their customer better, identify opportunity for
growth, and improve business satisfaction. It allows companies to segment their customer
base and target specific groups with personalized marketing campaigns, offers, and
promotions.
Setup:
 Contacts
 Leads
 Prospect
 Customer
 Quotation
 CRM Task Status
 CRM Task Calendar

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6.1.1 Contact
In this tab we can see the contacts primary information. Contacts name, titles, comment,
First name, middle name, last name, full name. Their city, country, state, email address,
phone number, office phone number, supervisor phone number etc.

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6.1.2 Leads
In this tab we can add the primary information of the lead. You can add the company name,
source of contact, status like open, qualified, and unqualified. Contact person their
designation. City, country, state, address, phone number. Add information through
subsidiary, department, location and classes wise. We can add tasks in this tab.

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6.1.3 Prospects
In this tab we can add the information as such add in leads. Only change the status according
to the condition like Prospect in negotiation, prospect in discussion, prospect qualified etc.

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6.1.4 Customer

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6.1.5 Quotation
In this tab we can create the quotation after confirmation of the client. Here we can set the
prices of the services you can provide them then create the quotation according to the client
requirements.

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6.1.6 CRM Task Status
In this tab we can add the task status to assign task another. Task assign according to date and
time when task complete you can click on complete tab.

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6.1.7 CRM Task Calendar
Here we can check the task according to the day, month and week wise. Task calendar show
the company name, number, and person who assign the task.

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6.2 Project
 PM Dashboard
 Project Task Calendar
 Project Task Status
 Project
6.2.1 PM Dashboard
We can see the details of the project management. Here we can see the total invoices, total
expenses, total quote, and total project month wise.

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6.2.2 Project Task Calendar
Here we can check the task according to the day, month and week wise. Task calendar show
the company name, number, and person who assign the task.
6.2.3 Project Task Status
In this tab we can add the task status to assign task another. Task assign according to date and
time when task complete you can click on complete tab. Here you can see the pending task
status.

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6.2.4 Project
Here we can see the detail of a project. Here we can add the project lead, description,
location, project status, completed date. We can add comments, milestones, task, and
attachments.

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Here we can add the start date to due date, project type, project sub type, show overall data of
the project. We can also see Gantt chart in this tab.

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6.3 Project Transaction Reports:
 Project Transaction Report
 Project Trail Balance Report
 Project Profit/loss Report
 Project Wise Expense Report
 Project Wise Income Report
6.3.1 Project Transaction Report
Here we can create the transaction report project name, transaction type, customer, trandate,
amount, project sub type, project type, subsidiary, location etc.
6.3.2 Project Trail Balance Report
We can see the trail balance project wise. Here we can see the debit, credit amount.

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6.3.3 Project Profit/Loss Reports
Here we can see project profit/loss reports.

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7. HR & Payroll System:
This system will manage company employee’s record and history. Employee daily attendance,
Employee Leave Management, Advances and Payroll auto generated salary make less men
power.
HR Setup:
 Employee
 Employee Type
 Work Calendar
 Define Employee Salary
Employee Self Service
 Expense Claim
 Attendance
 Salary
 Advance Apply
 Loan Apply
HR Attendance:
 Time Attendance Main
 Time Attendance Summary
 Time Attendance Register
 Employee leave application
 Accrual Plan Balance
 Overtime Approval
 HR & Payroll Dashboard
Payroll Setup:
 Payroll define
 Element Types
 Payroll Formula
 Pay User Table
 Pay User Table Value
 Pay Balance Type
 Pay Balance Dimensions
Payroll Process:
 Payroll Process Run
 Payroll Process Run Results
 Pay Pre Payments
 Costing Process Run
 Employee Expense Claim
Reports:
 Employee ledger
 Employee Closing Balance
 Employee Salary Sheet
 Employee Advance Report
 Employee Loan Summary

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7.1 HR Setup:
 Employee
 Employee Type
 Work Calendar
 Define Employee Salary

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7.1.1 Employee
In this we can add the employee personal information. Enter the employee name, hired date,
gender, city, country, and address put employee image in it. We can add the job details like
their designation, employee machine number, supervisor name, define payroll, regular
monthly payroll, and basic salary. We can define the employee type, work calendar, working
status like still working, freeze, and transfer.

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7.1.2 Employee Type
Here we can add the employee type such as software engineer, worker, helper etc.
7.1.3 Work Calendar
Here we can see the employee working summary. In this we can see the working shift,
working hours per day, shift time period start time to end time. Condition in minute at
minimal level. We can see break time period. IN/Out time, working days of a employee you
can see.

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7.1.4 Define Employee Salary
Here we can create the employee salary details. In this we can put the employee name,
effective from date, creation date, current salary, new salary, change amount, change
percentage.

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7.2 Employee Self Service
 Expense Claim
 Attendance
 Salary
 Advance Apply
 Loan Apply
7.2.1 Expense Claim
In this tab employee create their own expense claim.

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7.2.2 Attendance
Here we can see the Employees attendance details.
Click on Apply leave we can create the application for leave.

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7.2.3 Salary
Here you can see the employee salary status month wise, element wise. Earning and
deduction you can also see.
7.2.4 Advance Apply
Here employee apply for advance.

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7.2.5 Loan Apply
Here employee can apply for loan.

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7.3HR Attendance:
 Time Attendance Main
 Time Attendance Summary
 Time Attendance Register
 Employee leave application
 Accrual Plan Balance
 Overtime Approval
 HR & Payroll Dashboard

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7.3.1 Time Attendance Main
Every employee attendance we can see here. We can see the IN/OUT time of every
employees date and time wise.
7.3.2 Time Attendance Summary
In this tab we can see the individual employee attendance status in time, out time and date.

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7.3.3 Time Attendance Register
Here we can generate attendance subsidiary, location, department and payroll wise. We can
create manual and auto generate attendance.

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7.3.4 Employee Leave Application
In this tab we can see the employee leave application. We can see the total number of
employee on leave. Reason of leave, start date and end date according to number of days we
can see.
7.3.5 Overtime Approval
We can see the employee overtime period day wise. And also see the number of overtime of a
single employee. In this tab we can see the shift type of the overtime of an employee.

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7.3.6 HR & Payroll Dashboard

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7.3.7Attendance Dashboard
In this tab we can see the attendance, late duty, short duty, total present, total leave, total
absents.

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7.3.8 Payroll Dashboard
We can see the salary departmental wise.

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7.4Payroll Setup:
 Payroll define
 Element Types
 Payroll Formula
 Pay User Table
 Pay User Table Value
 Pay Balance Type
 Pay Balance Dimensions

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7.4.1 Payroll Define
In this tab we can create the payroll on the basis of regular monthly salary, salary based, daily
wages, weekly wages.
7.4.2 Element Types
Here we can define the element name, start date, end date, classification, and description.

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7.4.3 Payroll Formula
In this tab we can create the employee payroll formula such as provide medical allowance,
insurance, Basic salary, payment, salary loan, travelling allowance, each and every thing is
define in this tab.

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7.5 Payroll Process:
 Payroll Process Run
 Payroll Process Run Results
 Pay Pre Payments
 Costing Process Run
 Employee Expense Claim

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7.5.1 Payroll Process Run
In this tab we can see how payroll process run. Here we can add subsidiary, location
department, payroll type. We can see the action type like costing run, pre-payment, process run
results, reverse process these all are interlink with each other. Action status, effective date and
end date also see here.

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7.5.2 Payroll process Run Results
In this simply we can add the payroll type, employee name, element name, period from, period
to then we can see the process run results of the employee.

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7.5.3 Pre Payment
In this tab we can create employee salary slip in easiest way.

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7.5.4 Costing Process Run
In this tab we can see how costing process run and how to generate JV here.

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7.5.5 Employee Expense Claim
Here we can add the employee expense claim details. Like employees travelling expense, fuel
expense.
7.6 Reports:
 Employee ledger
 Employee Closing Balance
 Employee Salary Sheet
 Employee Advance Report
 Employee Loan Summary

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7.6.1 Employee ledger
Here we can see the employee ledger details from date to, to date, employee name enter then
see the opening balance, closing balance, debit, credit information.
7.6.2 Employee Closing Balance
Here we can the employee closing balance.

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7.6.3 Employee Salary Sheet
In this tab we can the employee salary slip details. Here we can see their working days,
holidays, leaves, basic salary, medical allowance, gross salary, other incentives, income tax,
loans, salary advance, and payable salary.

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8. Production Management System:
This system will manage company production record and history. Employee can record daily
Material issuance, expenses to production, you can see per unit cost in running production .you
can analyze the production cost with previous per unit cost.
Setup:
 Manufacturing Routings
 Manufacturing Cost Template
 Work center/ Entity group
 Bill of Material
Discrete Manufacturing
 Order for Production
 Work Orders
 Pending Work Order
 Assembly Build
 Assembly Unbuild
Process Manufacturing
 Order for production
 Work Order
 Pending work progress
 Work progress
 Pending work material consumption
 Material consumption
Manufacturing Reports:
 Work order Status Report
 Assembly Build Report
 Material Planning Sale Order Wise
 Material Planning work Order Wise
 Assembly Build Piece Rate Report
 Work Progress Piece Rate Report

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8.1 Setup:
 Manufacturing Routings
 Manufacturing Cost Template
 Work center/ Entity group
 Bill of Material

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8.1.1 Manufacturing Routings
In this tab we can define the routing name, assembly item, item description, and location. Here
we can add routing setup in which add the item description like process of threading, pressing
and packing work center and labor resources also included. In this tab we can see the operation
material tab in which we can see BOM quantity of the items. For example in textile

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8.1.2 Manufacturing Cost Template
Here we can see the costing expenses. Here we can add per unit cost of the item.
8.1.3 Work Center/ Entity Group
We can define the work center of the items and also see the departments. In this tab we can
see the employee details their working shift, employee name, and phone number and
contribution percentage.

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8.1.4 Bill of material
In this tab we can see the items bill of material. We can see how many component use in one
item.
Here we can see the item wise unit of material, bill of material quantity, wastage percentage
and quantity.

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8.2 Discrete Manufacturing
 Order for Production
 Work Orders
 Pending Work Order
 Assembly Build
 Assembly Unbuild

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8.2.1 Order for Production
In this tab we can create the manufacturing work order of the item. Here we can see the sale
order already created in sale order tab we can see that order in this tab. If bill of material can’t
in create work order this highlight to make work order first.
8.2.2 Work Order
Work Order is the planning of production. We create work order for that items we want to
produce.
We can add company name, assembly, revision, manufacturing routing, production start date,
production end date. We can see the item description, unit of material, item balance, item
source, BOM quantity, unit cost and amount. In this tab we can use the inventory transfer
budget.

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8.2.3 Pending Work Order
Here we can define the pending work order shift wise and item wise. We can check how many
items are in plan quantity and how many are remaining quantity and how many items are
including in built quantity. In this tab we can create the assembly build.

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8.2.4 Assembly Build
We can enter production detail. In this tab we’ll create the finished items and raw material are
consumed here. We can see the per unit cost of the item produced. We can also see the variance
report.

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8.2.5 Assembly Unbuild
The purpose of this tab is use to make one product to multiple products. In this tab we can
define the use products in the top and which item is in production process.

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8.3 Process Manufacturing
 Order for production
 Work Order
 Pending work progress
 Work progress
 Pending work material consumption
 Material consumption

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8.3.1 Pending work progress
In this tab we put the production according to operation wise. For example in textile industry
we start our work to make clothes first step for clothing is cutting, second is stitching, third is
pressing, fourth is packing. In this tab we can enter the operation to get information of the
employee who run this
Operation.
8.3.2 Work progress
We can check the products status like which product is in cutting process, and how many
products are in stitching process, and which products are in packing. Operation wise we can
check the products status and we can see the operation quantity build.

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8.3.3 Pending material consumption
In this tab we can define which work order material is pending for consumption. We can add
production date, shift, work order, items, operation, work center.

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8.3.4 Material consumption
We can define how much material are issue for the consumption. We can add transaction date,
assembly, manufacturing routing, UOM, plan quantity, production start date, production end
date.

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8.4 Manufacturing Reports:
 Work order Status Report
 Assembly Build Report
 Material Planning Sale Order Wise
 Material Planning work Order Wise
 Assembly Build Piece Rate Report
 Work Progress Piece Rate Report

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8.4.1 Work order status report
In this report we can check the work order status how much quantity plan, quantity build,
balance quantity, work order status, complete percentage.

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8.4.2 Assembly build report
This report shows the build date, employee, customer name, sales order number, work order
number, build no, item name, description, UOM name, build quantity, machine. We can see
wastage quantity, wastage percentage, efficiency percentage.

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8.4.3 Material planning sales order wise
The purpose of this tab is to define the how much quantity is required for production. This
report shoe the customer name, sales order number, trandate, items name, description, UOM
no, required quantity.

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8.4.4 Material planning work order wise
In this tab we can see the material work order wise. We can add employee name who’s work
assign, trandate, assembly items, Uom no, components, and required quantity for production.
8.4.5 Assembly build piece rate
Here we can add the contract base manufacturing piece rate.

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