1.1 The main operating principle

Every operational document should continue from the previous document. Users should not repeatedly type the same buyer, product, quantity, process or material information in different modules.

1.2 Important document statuses

1.3 Five rules for every user

2.1 ERP header

2.2 Daily dashboard checklist

4.1 Create a Sales Order step by step

1. Select the buyer

   Confirm billing and shipping information.

2. Enter references

   Add Buyer PO, order date, delivery date, currency and merchandiser.

3. Add product lines

   Enter product, colour, size, quantity, unit, rate and value.

4. Add instructions

   Record packing, label, quality, testing and shipment requirements.

5. Review totals

   Check quantity, value, currency, taxes and delivery details.

6. Save or confirm

   Use Draft until the order is verified.

4.2 Quantity meanings

5.1 Define every process

5.2 Planning steps

1. Select Sales Order item

   Confirm buyer, product and remaining quantity.

2. Load template

   Use a standard route or add processes manually.

3. Assign resources

   Select internal departments or outside suppliers.

4. Enter quantities and dates

   Use realistic capacity and delivery requirements.

5. Review materials

   Use Product Material and add order-specific materials.

6. Confirm dependencies

   Set the correct process sequence.

7. Submit plan

   Review before creating linked PO, WO or Issue.

1. Select document type

   Choose PO or WO.

2. Select source requirement

   Link order, plan, product and process.

3. Select supplier

   Verify address, GST and payment terms.

4. Add lines

   Enter item or service, quantity, unit, rate and tax.

5. Set delivery

   Enter required date and location.

6. Approve

   Review value before sending to supplier.

1. Select PO or WO

   Load pending lines from the original order.

2. Enter receipt references

   Add date, challan, invoice and transport details.

3. Record received quantity

   Enter the physically received quantity.

4. Record quality result

   Separate accepted, rejected, short and excess quantity.

5. Enter lot information

   Add lot, roll, batch or shade references.

6. Post after verification

   Confirm physical count and quality.

1. Select source

   Select Sales Order, Production Plan, product and process.

2. Select destination

   Select department, worker, supplier or job worker.

3. Select material

   Choose material, lot, batch, roll or shade.

4. Check available stock

   Verify Stock Ledger balance before issue.

5. Enter issue quantity

   Do not exceed approved requirement without permission.

6. Post the issue

   Generate the issue or challan reference.

8.1 Material Return

Unused material returned from production should be linked to the original issue and entered as a return.

9.1 When to update

• Material or semi-finished goods are sent to a process.
• A department or job worker returns processed quantity.
• A process completes accepted output.
• Rejection, damage, shortage or rework is identified.
• A process is delayed, paused or completed.

9.2 Update steps

1. Select the plan

   Choose the correct order, product, lot and process.

2. Review previous quantities

   Check sent, received and completed balance.

3. Enter current movement

   Record only the new transaction quantity.

4. Record quality result

   Separate accepted, rejected, damaged and rework output.

5. Add references

   Enter challan, date, worker, supplier and remarks.

6. Review pending

   Confirm the remaining quantity and status.

10.1 Packing steps

1. Select order and product

   Load available accepted production.

2. Enter packed quantity

   Record size, colour and assortment.

3. Create cartons

   Add carton number, quantity, dimensions and weights.

4. Add marks and barcode

   Enter buyer shipping marks.

5. Verify totals

   Carton quantity must equal packed quantity.

6. Mark ready

   Complete after quality verification.

10.2 Dispatch steps

1. Select ready packing

   Choose cartons not already dispatched.

2. Enter shipment mode

   Select road, courier, air or sea.

3. Add transport details

   Enter transporter, vehicle, LR, AWB or container.

4. Confirm destination

   Verify buyer or warehouse address.

5. Verify quantity

   Check cartons, pieces and weight.

6. Complete dispatch

   Save final shipment references.

11.1 Common documents

11.2 Payment steps

1. Select buyer and invoice

   Load the correct outstanding record.

2. Enter receipt

   Add date, amount, currency, bank and reference.

3. Allocate amount

   Apply full or partial payment.

4. Record deductions

   Keep bank charges, claims and discounts separate.

5. Review outstanding

   Confirm remaining amount and status.

12.1 Physical stock verification

1. Control movement

   Avoid unrecorded activity during counting.

2. Count physical stock

   Count by code, unit, lot and location.

3. Compare system balance

   Use Stock Ledger closing balance.

4. Investigate differences

   Check missing GRN, Issue, Return or conversion.

5. Create adjustment

   Enter approved difference with reason.

6. Post after authorization

   Verify the revised balance.

13.1 End-of-day checklist

14.1 Frequently asked questions