Purchase Order Module
• How to create and raise a Purchase Order?
• How to add a new purchase vendor?
• How to manage vendor-wise rates for purchases?
• How to approve or reject a Purchase Order under approval?
• Vendor Item Rate Report
• PO Cancellation
• PO Close / Short Close
• PO Cloning
• View or Write Notes on Purchase Order
Invoice Management Module
• How to create an invoice for Purchase Order?
• How to update payment status for approved invoices (individual or bulk)?
• How to view outstanding invoices?
• How to view payment file?
• How to view delivery challan, quotation dashboard, and waybill?
Production Module
• How to create BoM for any FG/SFG?
• How to manage stock for BoM (update inventory, view bad stock, check batch-wise
available qty, move inventory into bad stock/trash/transfer to shelf, setup additional
details)?
• How to create and manage a product batch, send for QC, add to inventory, and verify
updated inventory?
GRN & Inventory Module
• How to create a GRN delivery note capturing quantity discrepancy and send for QC?
• How to add GRN for non-PO invoices and send it for quality check?
• How to access and manage product/FG bad inventory?
• How to perform material inventory inward?
• How to manage product inventory (bulk adjustment, rack-wise inventory, or locations)?
• How to manage material inventory (bulk adjustment, rack-wise inventory, or locations)?
• How to access and manage material bad inventory?
• How to create a material request order?
• How to view expired or to-be-expired materials?
• How to view pending batches?
• How to view upcoming and pending deliveries?
Quality Check Module
• How to perform QC for material and finished goods?
• How to list parameters for QC in quality check master?
Stock Transfer Module
• How to perform a stock transfer between warehouses?
Non-PO Purchases Module
• How to create non-PO invoices for material with add GRN?
• How to create non-PO invoices for services and map them with PO invoices or sales
orders?
Debit / Credit Note Module
• How to create a debit note?
• How to create a credit note corresponding to a debit note?
• How to view GRN shortage and QC rejection with raise debit note?
Indent Dashboard Module
• How to raise and create indent for manual and BoM consolidated purchase?
• How to approve or reject an indent?
• How to raise and create indent for manual and consolidated BoM stock transfer?
R&D Module
• How to create a new R&D project, perform product formulation, and convert it into
finished goods?
• How to convert an R&D product (freeze version) into finished goods?
• How to add an R&D product without linking to a project?
Sales Order Module
• How to create and raise Sales Order with warehouse assignment, acceptance, and
dispatch?
• How to perform sales order bulk upload (online order)?
Sales Invoice Module
• How to create a sales invoice for sales order?
• How to manage rates in Sales?
Vendor Management Module
• How to add or manage new purchase and non-purchase vendors?
• How to approve vendor?