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

The post Upload/View Document appeared first on Ease My Production Manufacturing ERP.

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.

Job work is an order that is given to a third-party vendor. Any job work related to the item can be issued to the vendor and track material inward by the system. You can also define cost and tax on any particular job work.

Create Job Work Order

1. Go to Warehouse Facility
2. Go to Inventory > Operations > Job Work > Issue for Job work.
3. On the page, entire list of job work order raised will be displayed here along with the status of every order.
4. To create new job work order, click on “Add Issue Job”.

5. Select Job Work Issue No from dropdown.
6. Select Vendor from dropdown. Ensure that vendor is added in Masters > Vendors. To know more on adding vendor, click here
7. Upload/View document if any by clicking on upload button

8. Click on “Add Item” button to add items. Please note that appeared item list will show only items mapped to vendor choosen above. To know more on vendor item mapping, click here. Select items > Done. Incase of Configurable, please select the variants.
9. Enter Issue Qty, Job Work Price, Discount % (if any). Add Extra Charges if any.
10. 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

Type of Status in Job Work

• Submit (when job work is created)
• Issued (when job work is approved)
• Partial Return (when partial qty receipt is generated)
• Complete Return (when complete qty receipt is generated)
• Partial Cancelled (when partial qty receipt is generated and rest of the order is cancelled)
• Cancelled (when order is cancelled)

Receipt from Job work

Receipt from Job work is a confirmation/acknowledgment receipt against the item issued for Job work.

Create Receipt

1. Go to Warehouse Facility
2. Go to Inventory > Operations > Job Work > Issue for Job Work
3. On the page, entire list of job work orders raised will be displayed here along with the status. By default, the latest order will displayed on the first in the grid.
4. Click on the order against receipt is to be generated.
5. Go to Receipt for Job Work tab.

7. On Receipt for Job Work page, click on Add Receipt button.
8. On the inner receipt page, Select Receipt No from dropdown.
9. Enter Vendor Invoice No, Enter Remarks if any.
10. Upload/View Documents if required.
11. Enter Receipt Quantity. (Quantity that is received from the Vendor)
12. Click on Submit.

Cancel Receipt

1. Go to “Receipt for Job Work“
2. Go to Inventory > Operations > Job Work > Receipt from Job Work
3. Click on the required receipt which needs to be cancelled.
4. After opening, click on Cancel button.

Type of Status in Receipt from Job Work

There are two types of Status which can be done for Receipt for Job Work-

• Receipted (when item is receipted)
• Cancelled (when receipt is cancelled)

The post Issue for job work appeared first on Ease My Production Manufacturing ERP.

Steps to Open Issue to Manufacturing

• Log in to “Ease My Production” Software with login credentials.
• Go to Inventory > Operations >Manufacturing Movement> Open Issue to Manufacturing
• In Open Issue to Manufacturing popup, click on “Add Issue” tab.
• By clicking Add Issue tab, fill all the details.

• For Item Issue number & Operations select from drop down.
• For adding the items, click on “Add Item” tab.
• Select the items by clicking the “check box” in front of item name.

• Click on Done > Submit.

The post Manufacturing Movement – Open Issue to Manufacturing appeared first on Ease My Production Manufacturing ERP.

Types of Process

There are two types of process for issuing material to Manufacturing Unit.

1. If material is present in stock

If raw material is present in stock then directly any warehouse can send the item to any manufacturing unit.

2. If material is not present in stock

If raw material is not present in stock then warehouse have to first raise the PO of those Raw Materials then when the items arrived then accordingly issue the item back to Manufacturing Unit.

Steps to issue material to Manufacturing

• Log in to “Ease My Production” Software with login credentials.
• Go to Inventory > Operations > Manufacturing Movements> Issue to manufacturing.
• In Issue to Manufacturing page, click on any item in the grid.

Note: The status of the order should be “Accepted” not be “Issued”.

• Click on “Issue to Manufacturing” tab.
• In the Issue to Manufacturing popup enter all the details.
• Select the Item issue from the drop down.
• Enter the issue quantity in the front.

• Click on Submit > Approve.

The post Manufacturing Movement – Issue to Manufacturing appeared first on Ease My Production Manufacturing ERP.

Stock Conversion is a functionality through which you can easily convert the stock the from “Good stock” to ” Bad stock” or “Bad stock” to “Good stock” which is there in your Inventory. If accidently the stock in your Stock which is in Good condition is not in the condition to used we can simply convert that particular stock to “Bad Stock”. In the same way if after little refining Bad Stock can be used so we can used that stock in good Inventory by converting to “Good Stock”.

Steps to do Stock Conversion

• Log in to “Ease My Production” Software with login credentials.
• Go to Inventory > Operations > Stock Maintenance> Stock Conversion.
• In the stock Conversion List, click on “Convert Stock”.
• In the Convert stock popup, fill all the details.

• In Stock Conversion No. choose number from the drop down.

Steps to Add item in stock conversion

• Click on “Add item” tab.
• Select the items by clicking the checkbox.
• Click on Done > Submit.

The post Stock Conversion appeared first on Ease My Production Manufacturing ERP.

Stock maintenance is done in the Inventory by the following procedures:

1. Stock Adjustment
2. Stock Conversion
3. Virtual Stock

Stock Adjustment

Stock Adjustment is a process in which we can update the stock in our Inventory weather it is “Good” Stock or “Bad” stock. It is done when some item is received against some “Voucher”. We Can update Stock under “Good Stock” means the Stock which is in “Good Condition” and under “Bad Stock” means the stock which can be used with little refining.

Steps to do Stock Adjustment

• Log in to “Ease My Production” Software with login credentials.
• Go to Inventory > Operations > Stock Maintenance > Stock Adjustments.
• In Stock Adjustment list, click on “Adjust stock”.

• In the Adjust Stock popup, Kindly fill the details accordingly.
• Enter Voucher No. from the drop down.
• Enter Inventory Reference.
• Upload the related document by clicking in Upload/View Documents. To know how to upload document click here.
• Enter the Remarks (if any).
• To add items click on Add item button.

How to add item in Stock Adjustment

• Click on “Add Item “ tab.
• After that Add Item pop up will open, then list of items will open.
• Select on items by clicking on “check box”.
• You can select multiple items at a single go.

• Enter value in Physical quantity tab accordingly in Good or Bad Inventory.
• Click on Submit.

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

Stock Conversion

Stock Conversion is the functionality through which you can convert stock from Good inventory to Bad Inventory. It only mean that if is in some case we can use Bad Inventory item after little refining. Or if in some case some Good Inventory product either found defective or due to some mistake it can’t be use so we can convert it from Good Inventory to Bad Inventory.

Steps to do Stock Conversion

• Go to Operations tab > Stock Maintenance > Stock Conversion
• Click on “Convert Stock” button.

• Stock Conversion page will open after that.
• Select stock conversion number from dropdown.
• Enter Remarks if any.
• Upload the related document by clicking in Upload/View Documents. To know how to upload document click here.
• Click on Add Item to add item for conversion.

How to add Items for Stock Conversion

• Click on “Add Item “ tab.
• After that Add Item pop up will open, then list of items will open.
• Select on items by clicking on “check box”.
• You can select multiple items at a single go.

• After that Add Item window will open in that You can convert quantity which ever is available in stock.
• Enter Inventory type from the drop down. You cannot convert same inventory to same type.
• Enter the conversion quantity.
• For deletion of any item click on Red delete button.

Virtual Stock

Virtual Stock is a feature to update the Stock in Virtual Inventory. In this we can stock for Simple and Configurable items.

Steps to do Virtual Stock

• Log in to “Ease My Production” Software with login credentials.
• Go to Inventory > Operations > Stock Maintenance > Virtual Stock.
• Virtual Stock page will open click on Edit button.
• For Configurable item click on Arrow in front, list of configurable item will open.
• Then enter the values in the front in the box in front of the item.
• For Simple items enter the value in box in front of the item.
• Click on Update button.

The post Stock Adjustment, Stock Conversion & Virtual Stock appeared first on Ease My Production Manufacturing ERP.

This functionality is used between warehouses where stock transfers are required. For example – If warehouse A has raised (Stock order/requisition to the warehouse) to warehouse B. It will be treated as a Stock warehouse order for Warehouse B. The stock warehouse order will show in warehouse B.

In this document, we will explain how to process stock warehouse orders (for warehouse B)
The process is simple, the way it is done in the case of Sales Order. It contains the following steps :

• Stock Warehouse Order
• Stock Warehouse Packing
• Stock Warehouse Invoicing

Stock Warehouse Order

By default, the status of warehouse orders will be Processing

1. Select Warehouse Facility > Operations tab > Warehouse order > Stock warehouse order
2. Stock order grid list will open. By default, the latest order will be seen on top.
3. At a glance, you will see order no, warehouse, date, amount, delivery date.
4. Click on the Small arrow on the left of order no, to view the summary of items placed in the order.
5. To view the detailed order, Click on the order.
6. After order is opened, there are 2 buttons below on which you can take action-
   • To Hold the order > click on Hold button
   • To Unhold the order > Click on Unhold button
   • To Cancel the order > Click on Cancel button

Types of Stock Warehouse 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.

• Processing (when order is received from other warehouse)
• 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 after that)
• On hold (when the order is marked as hold by warehouse)
• Cancelled (when complete invoice qty is cancelled)

Stock Warehouse Packing

Packing is done when the items in an order are ready to ship/dispatch from the warehouse. Please ensure that item is in stock before creating packing. To know more about the stock updates, Click here

1. To Create Packing > Go to Inventory > Operations > Warehouse Order > Stock Warehouse Order
2. Choose Stock warehouse Order from the order grid list.
3. Order page will open > go to 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. To know how to add items in stock click here.
8. Enter Remarks (if any)
9. Click on Create Packing.

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

Cancel Packing

1. Go to Inventory > Operations > Stock Warehouse 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)

Stock Warehouse Invoice

1. Go to Inventory > Operations > Warehouse Order > Stock Warehouse Packing > Select Packing no for 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 >  Warehouse Order > Stock Warehouse Invoice and also in the Inner Invoice tab of the stock warehouse order.

Cancel Invoice

1. Go to Inventory > Operations > Warehouse Order > Stock Warehouse 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)

The post Warehouse Order, Packing and Invoice appeared first on Ease My Production Manufacturing ERP.