1. Basic introduction
1.0 Project Introduction
The project is based on B/S structure, involving invoicing, financial modules, document printing and various reports.
1.1 Applicable scenarios
Manufacturers of down and feather products.
1.2 Technical Exchange
QQ group: 1129427935 Students who are interested in ERP can come in and discuss together, I will update the latest demo in the group for your reference
2. Purchasing management
Supplier File->Purchase Order->Purchase Storage
2.0 Purchase order
Purchase order is a purchase reservation, not actual storage
All orders can be edited by double-clicking the row.
When the purchase order is reviewed, the purchase quantity must be greater than 0.
After modifying the order details, the modification will be completed when the mouse leaves the focus.
2.1 Purchase and warehousing
Purchase warehousing is the warehousing operation for orders
Select Approved Purchase Purchase Orders.
The production purchase warehousing form will automatically produce the batch number of the year, month, and day, and the warehousing details can be adjusted at the same time.
3. Inventory management
3.0 Product Inventory
Product inventory is a product with exactly the same product name, type, attribute, cashmere content, and inspection standard.
3.1 Batch Inventory
When the product inventory is expanded, you can see the batch inventory. The batch inventory is the product name, type, attribute, cashmere content, and inspection standards that are exactly the same, but there are multiple batches in the warehouse, such as 2021-05-21. Pen
, 2021-05-22 put in a sum, then this product has two batch numbers.
In addition to the batch inventory that can be seen when the product inventory is expanded, we also have a special batch inventory report.
3.2 Product inspection
The purchased products are now in the warehouse, and the cashmere content filled at that time may not be accurate. At this time, I will sample the products in the warehouse for inspection, check the actual cashmere content, and fill in the inspection standards.
3.3 Warehouse location
When purchasing and warehousing, you will be asked to choose a warehouse location. When you check the inventory yourself, you can know where the corresponding goods are placed.
3.4 Inventory transactions
Every entry and exit record of warehouse goods.
3.5 Account creation at the beginning of the period
When using the software for the first time, the warehouse has inventory, which can be entered at the beginning of the period.
4. Sales management
Customer file->Customer order list->Customer delivery list
4.0 The customer asks for the bill of lading
The customer of the enterprise needs a batch of goods, and at this time the sales can make a bill of goods requested by the customer.
4.1 Customer Shipment
The warehouse manager selects the approved order form for delivery.
Click on the batch details and select the outgoing batch.
The products out of the warehouse must have stock, otherwise the corresponding stock cannot be selected out of the warehouse.
Enter the quantity of the corresponding batch to be shipped.
Exit can be completed after review.
5. Production and processing
Production task->Material application->Production warehousing
5.0 Production process
Add production process
5.1 Production tasks
Add tasks that require production processing
Material claim for production tasks
Review the material requisition form produced
Only when all material requisitions under the production task have been approved can the production storage be carried out. After all material requisitions of the production task are approved, the status of the production task will change to Picked.
Review the production warehousing form, and complete the production warehousing. Cost price of production storage = total cost price of material requisition% production quantity of storage.
6. Inventory management
Inventory refers to a regular or temporary check and inventory of the actual quantity of goods in stock.
6.0 Inventory task
After the inventory task is created, when the inventory time range is entered, the inventory task will automatically become inventory.
When there is a task whose status is inventory, we cannot conduct any order review.
6.1 Inventory documents
Select the data to be inventoried
Enter the firm offer quantity, review the documents and complete the inventory.
Inventory data whose status is not completed can be deleted
7. Financial management
7.0 Accounting period
A natural month starts on the 1st of each month and ends at the end of each month.
At the same time, it can also be customized. I customize the settlement date here as the 28th.
The resulting accounting periods are as follows:
7.1 Monthly End
The current month can only be closed for the month before the current month (for example, if the current month is June 2021, it can only be closed for May 2021, April 2021, March 2021…).
7.2 Bill of Fees
Generate bills after monthly settlement. The monthly statement will not generate repeated expense invoices, and one (customer/supplier) will only generate one expense invoice per month.
Select the approved expense list for settlement. One fee bill can be settled multiple times.
When the paid amount + the discounted amount is greater than or equal to the order amount, the bill has been paid.