Return to Vendor is the process through which we can return the defective item back to Vendor. When the quality of items was done and those found were defective were need to sent back to Vendor. The Invoice of the same is generated of the defective items.

Create Return to Vendor

• Go to Procurement tab > Open Purchase > Open Purchase IRN.
• List of Open IRN is displaying.
• Click on Open IRN whose status will be QC Done
• Click on “QC Acceptance” tab.
• Click the Item displaying in the grid.

• Enter Remarks (if any).
• Click on “Return” button, to generate Return.
• If you want to Cancel the QC Acceptance, click on “Cancel” button.

• Select Return Doc No*. from dropdown.
• Enter Remarks if any.
• Upload/View document if any by clicking on upload button.
• Enter the Quantity which need to be Return from “QC Reject” Inventory.
• Click on “Submit”.

Cancel Return to Vendor

• Go to Procurement tab > Open Purchase > Return to Vendor.
• List of Purchase Orders will be displayed.
• Click on Purchase Order whose status will be QC Done.
• Click on “Return to Vendor” tab.
• Click the Item displaying in the grid.
• Click on “Cancel” button.

Types of Return to Vendor Status

• Return (Those Return is created)
• Cancelled (Those return is cancelled)

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Open Purchase IRN is the process in which we can directly create receipt of item without creating PO. Sometimes when you randomly purchase items from the selected Vendor or some random Vendor without PO. In that case we can directly raise Open IRN to update that stock in the Inventory.

Create Open Purchase IRN

• Go to Procurement tab > Open Purchase > Open Purchase IRN.
• An Open IRN List will open.
• Click on “Add Open IRN” button.

• Select Auto Generated SO No from dropdown or you can manually add sales order no by clicking on the tick below that.
• Choose Vendor from the dropdown. Ensure that Vendor details are added in Masters > Vendors before adding in sales order. To know more on adding Vendors, click here.
• Choose Profit Center from the dropdown.
• Choose Payment Mode from the dropdown.
• Upload/View document if any by clicking on upload button.
• Enter Remarks if any.
• To Add item click on “Add Item” button.
• Enter the Qty, rate, discount percentage(if any). Add Extra Charges (if any).Ensure that extra charges are added in Masters > Extra Charges before adding in Open IRN. To know more on extra charges, click here.
• Click on “Submit”

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QC Acceptance is done after the generation of IRN. QC acceptance refers to the quality process gone through after the item is received.

Create QC Acceptance

1. Go to Operations tab > Procurement > Purchase > INR Vendor.
2. List of all IRN will be displayed.
3. Click on IRN against which QC is to be done.
4. Click on “Create QC” button.

5. After clicking in Create QC, QC Acceptance page will open.
6. Enter quantity rejected in the Qty Rejected if any. Or else by default, it will create QC of IRN qty.
7. Click on Save button.

Cancel QC Acceptance

1. Go to Operations tab > Procurement > Purchase > QC Acceptance.
2. List of all QC will be displayed.
3. Click on QC which you want to cancel.
4. Click on “Cancel” button.

Types of QC Acceptance Status

• QC Done (When QC is done for the IRN items)
• Cancelled (When QC done is cancelled)

The post QC Acceptance appeared first on Ease My Production Manufacturing ERP.

PO fulfillment date is the feature by which you can track the fulfillment date of a particular PO by the vendor.

Update PO Fulfillment Date

1. Go to Warehouse > Procurement > Purchase > PO Fulfillment Date
2. List of all the PO will appear on the page.

4. Click on the PO in which fulfillment date is to be updated.
5. Click on > Edit. Select new fulfillment date from calendar.
6. Click on Submit
7. Upload/View document if any by clicking on upload button

New saved fulfillment date will be shown above in history and will be updated in the Vendor Confirm DD in the outer grid of PO order list.

Types of PO fulfillment Status

• Processing (after PO is approved)
• Partial Completed (when item partial qty is received from vendor)
• Completed (when complete qty is received from vendor)

Send Email to Vendor

1. On the PO fulfillment date outer grid, Click on the Send Mail button.
2. On the pop up window, enter receipients email id.
3. Choose Email Template
4. Click on Send Mail Button

The post PO Fulfillment Date appeared first on Ease My Production Manufacturing ERP.

Easy uploads and management of any order data with help of this button. Upload any document, image, data, excels or any other type of file and maintain full documentation. All types of files are supported. To upload/view document –

1. Click on the Document Upload/View button on the Sales Order Page.
2. Upload document pop up window will open.
3. Write description of file name/type. Then Click on “Choose File”. Select file from your computer library. You can choose 1 single file at a time.
4. Click on Add if you would like to add more files. Repeat the same process as point no 3.
5. Once done, then click on Save.
6. To delete any file, click on Delete button
7. After Saving, the entire list of uploaded documents will be shown below under the download documents tab.
8. You can download files anytime anywhere whenever required. Also you can delete files if required.
9. Click on Save

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Sales order specifies the details about products ordered by a specific customer along with the price, quantity, tax, and terms and conditions. Book Sales order from warehouse facility from which it is to be dispatched/executed.

Create Sales Order

1. Select Warehouse facility in which order is to be booked.
2. Go to Operations tab > Sales > Sales order
3. Click on “Add Sales Order” button
4. Select Auto Generated SO No from dropdown or you can manually add sales order no by clicking on the tick below that.
5. Choose Customer from the dropdown. Ensure that customer details are added in Masters > Customers before adding in sales order. To know more on adding customers, click here
6. Select Profit Centre, Payment Mode from dropdown.
7. Click on Checkbox if the shipping address is the same as the billing address. Else fill in the shipping details.
8. Upload/View document if any by clicking on upload button
9. Click on Add Item. Select items for sales order.
10. Enter the Qty, rate, discount percentage(if any). Add Extra Charges (if any).Ensure that extra charges are added in Masters > Extra Charges before adding in sales order. To know more on extra charges, click here
11. Click on “Submit”

• To approve > click on Approve button
• To make any changes > Click on Edit button   
  To cancel > Click on Cancel button
• To delete > Click on Delete button

Types of Sales Order Status

Ease My Production helps easy management of orders via their statuses. At a glance, you can immediately view the status of any particular order with color demarcation.

• Submit (when SO is created)
• Processing (after SO is approved)
• Partial Completed (when partial qty invoice is generated)
• Completed (when complete qty invoice is generated)
• Partial Cancelled (when partial qty invoice is generated and order is cancelled)
• On Hold (when and order is on hold)

Adding Items in Sales Order

Ease my production offers 4 different item types. To understand item type in detail, click here.

• Simple Items
• Configurable Items
• Bundle Simple
• Bundle Config

Simple & Configurable Item

1. Click on “Add Item”
2. Choose Items from the pop up list. You can select multiple items in one go. Then click on Done
3. On Choosing Configurable Items, the system will ask for configuring the item i.e choose the item variant for which order is to be booked.
4. Click on the “Configurable” button. Pop up window showing all item variants for a particular item will open.
5. Choose and Select the variants from dropdown. Then Click on Save
6. Enter item qty, selling price, discount percentage (if any) and extra charge (if any)
7. Click on “Submit” button.

Bundle Simple Item

Please ensure that this item type is properly configured in the Item Master. To understand this item type in detail, click here

1. Click on “Add Item”
2. Choose any “Bundle Simple Items” from the pop up list. You can select multiple items in one go. Then click on Done
3. SO Item grid will display all bundle items chosen above.
4. Enter order qty, selling price, discount percentage (if any) and extra charge (if any). System will auto calculate the qty and selling price of the bundle component item.
5. Click on “Submit” button

Bundle Config Item

Please ensure that this item type is properly configured in the Item Master. To understand this item type in detail, click here

1. Click on Add Item
2. Choose any Bundle Config Items from the pop up list. You can select multiple items in one go. Then click on Done
3. SO Item grid will display all bundle config items chosen above.
4. In this case, the system will ask to choose the variant of the configurable item i.e part of bundle config main item. Click on Configurable button
5. Enter the order Qty of Bundle Config Item and put Discount Percentage (if any). System will auto calculate qty of component items.
6. Enter the Selling Price of every component item individually in case you want to change. By default the system will pick the list price of the item defined in master.
7. Add Extra Charges (if any).
8. 8. Click on “Submit” button

The post Sale Order appeared first on Ease My Production Manufacturing ERP.

Packing is done when the items in an order are ready to ship/dispatch from the warehouse

Create Packing

1. Select Warehouse facility > Go to Inventory > Operations > Sales > Sales Order
2. Choose Sales Order for which packing is to be created.
3. Click Packing tab.
4. Click Add Packing button.
5. Choose Packing Number from dropdown.
6. Enter Packed quantity. Ensure that item is in stock before adding packed qty. System will not allow packing if item not in stock.
7. Enter Remarks (if any)
8. Click on Create Packing.

Once the Packing is created, it will show Ready as status. You can view Packing details under
Inventory > Operations > Sales > Packing and also in the Inner Packing tab of the sales order.

Cancel Packing

1. Go to Inventory > Operations > Sales > Packing > Select Packing no which you want to cancel
2. Click on Cancel button
3. Cancelled packing will show status as Cancelled.

Types of Packing Status

• Ready (when packing is created)
• Invoiced (after packing is invoiced)
• Cancelled (when packing is cancelled)

Create Invoice

1. Go to Inventory > Operations > Sales > Packing > Select Packing no which you want to generate invoice
2. Click on Create Invoice button
3. Select Invoice no from dropdown
4. Click on Confirm
5. Packing will show status as Invoiced.

After invoice creation, the Packing status will be updated as Invoiced. You can view Invoice details under
Inventory > Operations > Sales >Invoice and also in the Inner Invoice tab of the sales order.

Cancel Invoice

1. Go to Inventory > Operations > Sales > Invoice > Select Invoice no which you want to cancel
2. Click on Cancel button
3. Invoice will show status as Cancelled.

Types of Invoice Status

• Invoiced (when invoiced)
• Cancelled (when invoice is cancelled)
• Complete Return (when complete invoice qty is returned from customer)
• Partial Return (when partial invoice qty is returned from customer)

Create Return from Customer

1. Go to Inventory > Operations > Sales > Invoice > Select Invoice no which you want to create return
2. Click Return from Customer button
3. Select Return no from dropdown
4. Enter Item Qty Return and select Inventory Type Good or Bad in which return is to be marked.
5. Click on Create Return
6. Invoice will show status as Complete Returned/Partial Returned.

After Return from customer, the Invoice status will be updated as Complete Returned/Partial Returned. You can view Return from customer details under
Inventory > Operations > Sales > Return from Customer and also in the Inner Returns tab of the sales order.

Cancel Return from Customer

1. Go to Inventory > Operations > Sales > Return from Customer > Select Return No which you want to cancel
2. Click on Cancel button
3. Cancelled Return from customer will show status as Cancelled.

Types of Return from Customer Status

• Return (when invoice is returned)
• Cancelled (when return is cancelled)

The post Sales Order Packing, Invoice & Return from Customer appeared first on Ease My Production Manufacturing ERP.

This functionality helps in easy order management and gives complete control of your orders. Full clarity on order status, dispatch status, procurement status. The SO planning has 3 stages-

• Order Fulfillment Status. 
• SO Planned Delivery Date.
• Dispatch Scheduling.

Order Fulfillment Status

Order fulfillment status gives a complete picture of all sales orders and their dispatch status and expected fulfillment date of every order.

Dispatch status shows Total Order Qty, Dispatched Qty, Packed Qty, Pending Order Qty with the progress bar

The expected fulfillment date is generated by the fulfillment date given against PO/MO. The system by default picks the last date given by PO/MO. For eg – if the PO fulfillment date is 1st Jan 2021 and MO fulfillment date is 5th Jan 2021, then the system will pick 5th Jan 2021 as the expected fulfillment date. 

To View the order, go to Sales Order Planning > Order fulfillment Status > Choose Order

Order status is defined in two parts- 

• Dispatch Status – shows Total Order Qty, Dispatched Qty, Packed Qty, Pending Dispatch Qty of every item in particular order with progress bar info. To view Dispatch Status of order > Click on Dispatch Status button. Grid showing all dispatch information will show up.

• Procurement Status – is further divided in two parts – Manufacturing Order (MO) and Purchase Order (PO). To procure items for a particular order, the warehouse will either raise PO to the vendor or raise MO to the manufacturing facility.
• To view, Procurement Status of order, Click on Procurement Status button. Grid showing all procurement information will show up.

To understand how to raise Procurement Order. Click Here

SO Planned Delivery Date

SO planned delivery date gives a complete picture of all sales orders and their actual/planned delivery date along with every order status.

Types of Order Status

Order status wherein order action/delivery is to be done will be shown here. Completed, Partial canceled, cancelled, submit orders will not be shown here.

• Processing (Confirmed order, ready for processing)
• Partial Completed (when item partial qty is dispatched)
• On Hold (when order is on hold)

To view, particular order, go to Sales Order Planning > SO Planned Delivery Date > Choose Order. 

On this page, you will see all history of delivery dates that are updated earlier.

Update Delivery Date and Time

To update the new delivery date, click on the Edit button > Move the cursor to Calendar > Update date and time as required, enterRemarks (if any) > click on Submit

New saved delivery date will be shown above in history and will be updated in the Planned Delivery Date in the order list.

Color demarcation in Delivery Dates

• Green Color – Enough time for Delivery
• Yellow Color – Delivery date is nearby
• Red Color – Delivery date is expired

Dispatch Scheduling  

This is a calendar view, where you can see the order details, dates and times to be dispatched. View Weekly, Monthly, Daily dispatch schedule of orders. 

To change Dispatch date > Simply drag the orders to the new dispatch date. The new dispatch date will automatically be updated on the sales order planned dispatch date in the orders grid.

To view Order Details > Click on the Order > Click More Details button

More details button will direct you to Dispatch/Procurement status from where you can see every item details and their expected procurement dates.

The post Sales Order Planning appeared first on Ease My Production Manufacturing ERP.

This feature is used to Bulk update of the of the items in either of One group, One type, One Category. In this we can simply update the details which needs to be change in a single click.

Create Bulk Update

• Log in to “Ease My Production” Software with login credentials.
• Go to Masters tab > Item > Item.
• Click on “BULK UPDATE” button.
• Click on “EDIT” tab.
• After that, you can filter the data according to your need from the above menus. Like if you want only Raw material item select “Raw Material” from Item Category.
• If you want to add more columns or you want to editing in a selected Column, Click on “Column tab” and select that particular column.
• Do Updation after that.
• Click on “Update“, then your data is bulkily updated.

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Bulk Upload is the very convenient functionality is our ERP. In this all the masters like Customer, Vendor & Item details can be uploaded in a single click. As we know when a new company is created, all the masters need to be added. For this we need to have eport all the data in the Excel format just make sure to synchronize the data in the same format as we have in our

Create Bulk Item Upload Items

• Log in to “Ease My Production” Software with login credentials.
• Go to Masters tab > Item > Item.
• Click on “BULK” button.
• After clicking on BULK button format page in appear according to which data need to be present in Excel sheet.
• Synchronize Excel sheet with the above format.
• Click on EDIT Insert the Excel Column Name which is present the upload Excel sheet.
• After Editing, Click on “NEXT” tab.
• Upload the Excel file from where data need to be uploaded.
• Click on “Upload and Preview”.
• When the Uploaded data is matched, Click on “Confirm” tab.
• Then data is uploaded.

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