ERP Operations Documentation

Time:2022-11-25

project documentation

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
ERP Operations Documentation

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.

ERP Operations Documentation

When the purchase order is reviewed, the purchase quantity must be greater than 0.

ERP Operations Documentation

After modifying the order details, the modification will be completed when the mouse leaves the focus.

ERP Operations Documentation
ERP Operations Documentation

2.1 Purchase and warehousing

Purchase warehousing is the warehousing operation for orders

Select Approved Purchase Purchase Orders.

ERP Operations Documentation
ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

In addition to the batch inventory that can be seen when the product inventory is expanded, we also have a special batch inventory report.

ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

3.4 Inventory transactions

Every entry and exit record of warehouse goods.

ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

4.1 Customer Shipment

The warehouse manager selects the approved order form for delivery.

ERP Operations Documentation

Click on the batch details and select the outgoing batch.

ERP Operations Documentation

The products out of the warehouse must have stock, otherwise the corresponding stock cannot be selected out of the warehouse.

ERP Operations Documentation

Enter the quantity of the corresponding batch to be shipped.

ERP Operations Documentation

Exit can be completed after review.

ERP Operations Documentation

5. Production and processing

Production task->Material application->Production warehousing

5.0 Production process

Add production process

ERP Operations Documentation

5.1 Production tasks

Add tasks that require production processing

ERP Operations Documentation

Material claim for production tasks

ERP Operations Documentation

ERP Operations Documentation

Review the material requisition form produced

ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

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.

ERP Operations Documentation

ERP Operations Documentation

When there is a task whose status is inventory, we cannot conduct any order review.

ERP Operations Documentation

6.1 Inventory documents

Select the data to be inventoried

ERP Operations Documentation

ERP Operations Documentation

Enter the firm offer quantity, review the documents and complete the inventory.

ERP Operations Documentation

Inventory data whose status is not completed can be deleted

ERP Operations Documentation

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.

ERP Operations Documentation

At the same time, it can also be customized. I customize the settlement date here as the 28th.

ERP Operations Documentation

The resulting accounting periods are as follows:

ERP Operations Documentation

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…).

ERP Operations Documentation

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.

ERP Operations Documentation

ERP Operations Documentation

bill

Select the approved expense list for settlement. One fee bill can be settled multiple times.

ERP Operations Documentation

ERP Operations Documentation

When the paid amount + the discounted amount is greater than or equal to the order amount, the bill has been paid.

ERP Operations Documentation

Report Center

ERP Operations Documentation