Customer and Sales Module in Eresource ERP

Customer & Sales Process
The complete manual for administering and integrating the Sales Module
The complete manual for administering and integrating the Sales Module
Release 2.8
2010 eresource Infotech Private Limited. All rights reserved 010
Copyright
Copyright 2011 ERESOURCE. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of eresource Infotech P. Ltd. The information contained herein may be changed without prior notice. Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, eresource, eresource Logo. Eresourceerp.com are trademarks or registered trademarks of eresource Infotech in India and several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.
2010 eresource Infotech Private Limited. All rights reserved
Table of Contents
1 Introduction ............................................................................................................................ 5 1.1 2 3 Business to Business (B2B): .............................................................................................. 5
Sales Transaction Process in eresource .................................................................................. 7 Sales Transaction .................................................................................................................... 9 3.1 Sales Enquiry in eresource ............................................................................................... 9 Adding Customer Enquiry: ........................................................................................ 9 Check Stock of Enquired Items ............................................................................... 15 Search/Edit Of Sales Enquiry: ................................................................................. 17
3.1.1 3.1.2 3.1.3 3.2
Sales EnquiryAmendment .............................................................................................. 21 Search/Edit of Enquiry Ammendment: ................................................................... 26
3.2.1 3.3 3.4
Sales Quotation .............................................................................................................. 30 Adding Sales Quote: ....................................................................................................... 30 Sales Quotation Details Fields Table ....................................................................... 32 Search/Edit of Sales Quotation: .............................................................................. 41 Item Rate Breakdown in Sales Quotation:.............................................................. 44 Item Rate Details Add Fields Table ......................................................................... 45 Expenses and Other Charges in Sales Quote .......................................................... 50 Search/Edit of Sales Quotation: .............................................................................. 51 Add Packing Details (Optional) in Sales Quote: ...................................................... 53
3.4.1 3.4.2 3.4.3 3.4.4 3.4.5 3.4.6 3.4.7 3.5
Sales Quotation Amendment ......................................................................................... 59 Search/Edit of Sales Amended Records: ................................................................. 68
3.5.1 3.6
Sales Order ..................................................................................................................... 72 Add Sales Order in eresource: ................................................................................ 72 Search/Edit of Sales Order: ..................................................................................... 82
3.6.1 3.6.2 3.7
Sales Order Amendment ................................................................................................ 85 Add Order Ammendment: ...................................................................................... 85
3.7.1
1 INTRODUCTION
A sale is an activity that involves selling of products or services in return for a remuneration which may be in the form of cash or any other form of compensation. The seller, who is the provider of the goods or services, completes a sale in response to a request from the buyer. What follows is the passing of the title (property or ownership) of the item to the buyer or customer, followed by due settlement of a price, the obligation for which arises due to the seller's requirement to pass ownership. Ideally, a seller agrees upon a price at which he willingly parts with ownership of or any claim upon the item. The buyer or purchaser, though a party to the sale does not execute the sale, only the seller does that. To be precise, the sale is completed prior to payment and gives rise to the obligation of payment. If the seller completes the first two above stages (consent and passing ownership) of the sale prior to settlement of the price, the sale remains valid and gives rise to an obligation to pay. A Sales interaction basically involves the interaction between two entities: i.) ii.) Seller - The Seller who represents the Business Buyer The Buyer who represents the Consumer
Consequently, we can say that the Sales activity can take place in the following forms:
1.1 Business to Business (B2B):

Business to Business (B2B) typically involves the activities or interaction between two Business Entities who stand to mutually benefit from each other by their interaction. Business-to-business (B2B) describes commerce transactions between businesses, such as between a manufacturer and a wholesaler, or between a wholesaler and a retailer. What are business-to-business markets? To answer this question it is useful to consider the value chain that starts with a consumer demand and from which dozens of business products or services are required. Take the example of the simple shirts that we buy. They do not arrive in the shops by accident. There is a value chain of enormous complexity that begins with cotton or some other fibre that must then be woven into cloth, which in turn is machined into a garment, packed and distributed through various levels until finally we pick it from the shelf. This is illustrated in the diagram below. We call this the chain of derived demand since everything to the left hand of the shirt is pulled through as a result of the demand for the product. Businesses sell cotton to merchants who sell it to spinners who sell it to weavers who sell it to garment makers and so on. None of the businesses buy the products for pure indulgence. They buy them with the ultimate aim of adding value in order that they can move the products down the chain until they finally reach us, the general public.
The Chain of Derived Demand
The volume of B2B transactions is much higher than the volume of B2C transactions. The primary reason for this is that in a typical supply chain there will be many B2B transactions involving subcomponent or raw materials, and only one B2C transaction, specifically sale of the finished product to the end customer. For example, an automobile manufacturer makes several B2B transactions such as buying tires, glass for windscreens, and rubber hoses for its vehicles. The final transaction, a finished vehicle sold to the consumer, is a single (B2C) transaction. Business-to-business marketing is therefore about meeting the needs of other businesses, though ultimately the demand for the products made by these businesses is likely to be driven by consumers in their homes.
2 SALES TRANSACTION PROCESS IN ERESOURCE

Now, once we define what a Sale is, the immediate question which would come to mind would be what would a Sales Transaction involve or in other words, what goes on in a Sales Transaction? The following Flow Chart epitomizes all that goes on in a Sales Transaction.
Firstly, the Customer enquires with the Supplier about the particular items which he requires and requests for a quotation for the same. Once the Enquiry reaches the Supplier, the Customer and Item Master files at the Suppliers end are used to verify the Customer and the Item that the customer wants. The Enquiry essentially contains all relevant information about the Customer as well as the Product that the Customer requires. From this Enquiry, a quotation is made. Now, there are many Quotations which a Customer normally receives, but as they say, Customer the Customer is the King, and thus he gets to choose the best possible quotation which suits
him. Once the Customer chooses the quotation, he intimates the Supplier accordingly via a Purchase Order, and the Supplier sends the Customer a Pro Forma Invoice. In layman terms a Pro Forma Invoice is essentially a document that states a commitment from the seller to sell goods to the buyer at specified prices and terms. The Supplier then sends a Sales Order which is prepared on the basis of the Purchase Order sent by the Customer to the Supplier. It is then decided as to whether the items should reach the Customer at a single stage or at multiple stages, implying that the delivery of the items should be scheduled, or in simpler terms, should reach the customer at different dates and time periods. Based on the Sales Order, the Supplier creates a work order. The Work Order is essentially made to show that the work is going to be done on the items as requested by the customer. In case there is involvement of fabrication of goods which are then delivered to the customer, the Work Order is delivered to the Production and QC departments which are involved in the production and quality control aspects of the items in question. The production and QC departments then fabricate the goods as required and then send it to the stores. Otherwise, the work order is simply delivered to the Stores. The Stores is responsible for the items being packed and dispatched to the Customer. Once the items are dispatched, an Invoice is also made for the same. An Invoice or in layman terms, a Bill, is a commercial document issued by a seller to the buyer, indicating the products, quantities, and agreed prices for products or services the seller (or in this case, Supplier) has provided to the buyer. An invoice indicates that the buyer must pay the seller, according to the payment terms. The buyer has a maximum amount of days to pay these goods and are sometimes offered a discount if paid before. In case the items are to be sent out of the country, an Export Document is also sent along with the Invoice.
3 SALES TRANSACTION
3.1 Sales Enquiry in eresource

The Sales Enquiry is the first step in the Sales Transaction process. Once the Customer identifies the items that he requires, he sends an enquiry to the Supplier who supplies those items. The Enquiry Form consists of all the details of the Customer as well as the Items that he requires. Let us consider the above phenomenon with an example. Let us say that Acme Traders are a company which are into manufacturing industrial equipment for potential clients. Now, for manufacturing these products they require raw material.The raw material may be anything like say, Nuts and Bolts, Circlips, etc. When a client requests Acme Traders to manufacture a particular product, they check to see whether the raw material for manufacturing that particular product is in stock or not. In case they see that they have a shortfall of X amount of raw material, they then order the raw material from suppliers who manufacture them. For procuring the raw material, they submit a Sales Enquiry to the Supplier. The Sales Enquiry essentially contains all the information that goes into such an enquiry. The information may range from the details such as an Enquiry No. which is auto generated by the system itself.This Enquiry No. is used to identify the particular Sales Enquiry, the date when the Sales Enquiry was made, whether the particular Sales Enquiry is of a high or low priority, etc. Details of the Customer who has submitted the enquiry is also included such as Customer Name, Address, Contact No. etc. The details of the item which the customer is interested in is also included. Essentially, all that is required for the Customer and the Supplier to have basic knowledge about each others interests is what is detailed in the Sales Enquiry. Adding Customer Enquiry:
3.1.1
To access the Enquiry Form, do the following: i.) ii.) Select the Sales Person Portal icon at the top of the form Select the Sales Enquiry icon followed by the Add icon
The Sales Enquiry form is displayed (Refer to Sales Module Image 1.00).
Sales Enquiry Module Image 1.00
Sales Enquiry Details Fields Table ACTION Enquiry Details Enquiry No. Auto generated, Alphanumeric, Mandatory Field Numeric, To be Selecetd using
Enquiry Date
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Date Selector Enquiry Originated By Radio Button and Drop Down Combo Box To be Checked / UnChecked and then Drop Down to be selectd from User List
Enquiry Source
Drop Down to be selected from User List, Mandatory Field Numeric, Editable Free Text, Editable Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List Drop Down to be selected from User List
Customer Reference Code Customer Remarks Priority
Enquiry Status
Follow Up Criteria
Mode of Dispatch
Customer Details Customer Type Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field Auto generated text, Read Only
Customer
Location
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Contact Person
Auto generated text, Read Only
Customer-Contact Person Details Name Auto generated text, Read Only Auto generated text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated text, Read only Check box To be Checked / UnChecked
Designation
Mobile
Phone No.
Fax No.
Email Address
Select Interested in Product Item Code
Drop Down to be selected from Item Master Alpha numeric, Auto generated, Read only Auto generated text, Read only
Item Ref. Code
Item Name
VOM
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Quantity Delivery Period Delivery VOM
Free Text, Editable Numeric, Editable Drop Down to be selected from Fixed list Drop Down to be selected from Fixed list Numeric, Auto generated text, Read Only Auto generated text, Read Only Numeric, Auto generated text, Read Only Numeric, Auto generated text, Read Only Numeric, Auto generated text, Read Only Free Text, Editable
Plating Finish
Product Code
Product Name
Current Stock
Reserve Stock
Available Stock
Remark Reference Checked By
Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List Drop Down to be selected from User List, Mandatory Field
Prepared By
Approved By
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In the Sales Enquiry form, fill in the Enquiry,Customer, Contact Person and the Product Details. Click the Select and Email check boxes in the Customer-Contact Persons details table. The Mandatory fields marked by the Red Asterisks have to be filled or the form would be deemed to be incomplete.
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3.1.2
Check Stock of Enquired Items
After the Product Details have been filled, there is the option of checking the stock to see if the material to be ordered is in fact, in stock,and can be supplied. Click the Check Stock button next to the Product Details table to enable this feature. A separate form detailing the quantity of product available is displayed (Refer to Sales module Image 1.01).
Sales Module Image 1.01 In case there is any update to be done to the details which have been entered in the Product table, the Edit and Del buttons can be used. Click the Edit button to enter the new data and the Del button to delete the existing data in the table (Refer to Sales Module Image 1.02).
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Sales Module Image 1.02 Once the updates have been done, click the Update button (Refer to Sales Module Image 1.03).
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Sales Module Image 1.03 Finally, when all the details have been filled, click the Save button. The Sales Enquiry details are saved.To cancel anything, click the Cancel button. l
3.1.3
Search/Edit Of Sales Enquiry Enquiry:
In case, a search or an update is to be performed on an existing Sales Enquiry, the Search/Edit facility can be used by entering the particular search parameter in the Search string. The Enquiry can be searched based on the following options (Refer to Sales Module Image 1.04).
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Sales Module Image 1.04
Enquiry Number Wise: The search is done based on the Sales Enquiry number. Customer Name Wise: The search is done based on the name of the Customer. Date Wise: The search is done based on the Date when the Sales Enquiry was generated. Enter the particular search parameter to carry out the search and click the Search button (Refer to Sales Module Image 1.04). A list of Sales Enquiries is displayed. Click on any of the entries in the list to access the nquiries details(Refer to Sales Module Image 1.05):
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Sales Module Image 1.05 The Red and Blue fonts at the bottom indicate the state of the particular enquiry. If the Enquiry in the list is displayed in Red font, then it means that the Sales Enquiry has been amended, and t if it is displayed in Blue font, it means that the Enquiry has already been processed for quotation. Once any entry in the list is clicked, the form for that particular enquiry is displayed (Refer to Sales Module Image 1.06).
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Sales Module Image 1.06 After the modifications to the information has been done, click on the Update button. To cancel the information entered, click the Cancel button. To delete the entire record, click the Delete button.
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3.2 Sales EnquiryAmendment

Consider that we have made a Sales Enquiry. After the enquiry has been made, we suddenly realize that there needs to be an alteration made to some of the information in the Sales Enquiry form. This is where the Sales Enquiry Amendment comes into the picture. A Sales Enquiry Amendment is essentially a change made to the existing Sales Enquiry Form, or in other words, the form is amended. Add: To access the Sales Enquiry Amendment form, do the following: i.) ii.) Click the Sales person Portal icon at the top of the form Click the Sales Enquiry Amendment icon followed by the Add icon
The Sales Enquiry Amendment form is displayed (Refer to Sales Module Image 1.07).
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Sales Module Image 1.07 Make the modifications as desired in the Sales Enquiry Amendment form and then click the Save button. To cancel the Sales Enquiry Amendment, click the Cancel button (Refer to Sales Module Image 1.07).
Sales Enquiry Amendment Details Fields Table ACTION Enquiry Details Enquiry No. Auto generated, Alphanumeric, Mandatory Field
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Enquiry Date
Numeric, To be Selecetd using Date Selector
Sales Enquiry Amendment No. Auto generated, Alphanumeric, Mandatory Field Sales Enquiry Amendment Numeric,To be Selected using Date. Date Selector Enquiry Originated By Radio Button and Drop Down Combo Box To be Checked / UnChecked and then Drop Down to be selectd from User List
Enquiry Source
Drop Down to be selected from User List, Mandatory Field Numeric, Editable Free Text, Editable Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List Drop Down to be selected from User List
Customer Reference Code Customer Remarks Priority
Enquiry Status
Follow Up Criteria
Mode of Dispatch
Customer Details Customer Type Drop Down to be selected from User List, Mandatory Field
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Customer
Drop Down to be selected from User List, Mandatory Field Auto generated text, Read Only Auto generated text, Read Only
Location
Contact Person
Customer-Contact Person Details Name Auto generated text, Read Only Auto generated text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated text, Read only Check box To be Checked / UnChecked
Designation
Mobile
Phone No.
Fax No.
Email Address
Select Interested in Product Item Code
Drop Down to be selected from Item Master Auto generated text, Read
Item Ref. Code
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only Item Name Auto generated text, Read only
VOM Quantity Delivery Period Delivery VOM Free Text, Editable Numeric, Editable Drop Down to be selected from Fixed list Drop Down to be selected from Fixed list Numeric, Auto generated text, Read Only Auto generated text, Read Only Numeric, Auto generated text, Read Only Numeric, Auto generated text, Read Only Numeric, Auto generated text, Read Only Free Text, Editable
Plating Finish
Product Code
Product Name
Current Stock
Reserve Stock
Available Stock
Remark Reference Checked By
Drop Down to be selected from User List, Mandatory Field
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Prepared By
Drop Down to be selected from User List Drop Down to be selected from User List, Mandatory Field
Approved By
A message is displayed that the Sales Enquiry Amendment has been modified successfully (Refer to Sales Module Image 1.08).
3.2.1
Search/Edit of Enquiry Ammendment Ammendment:
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In case a search or an update is to be performed on an existing Sales Enquiry Amendment, the Search/Edit facility can be used by entering the particular search parameter in the Search string. The Sales Enquiry Amendment can be searched based on the following options (Refer to Sales Module Image 1.09). Customer Name Wise: The search is done based on the name of the Customer. Enquiry Amendment: The search is done based on the Sales Enquiry Amendment number. Date Wise: The search is done based on the Date when the Sales Enquiry was generated. Enter the particular search parameter to carry out the search and click the Search button (Refer to Sales Module Image 1.09).
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A list of Sales Enquiries is displayed (Refer to Sales Module Image 1.10). on any of the entries in the list to access its details. To add a new Sales Enquiry to the list, click on the Add New button located at the top left hand corner of the Sales Enquiry List.
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3.3 Sales Quotation

A sales quote allows a prospective buyer to see what costs would be involved for the work they would like to have done or what would be the cost of the product that they have enquired for. Many businesses provide services that cannot have an upfront price, as the costs involved can vary. This can be due to the materials that would be used (which can differ depending on the individual needs of the customer), and the manpower that would be necessary. Therefore, it is common practice for these companies to provide the potential customer with a quote (or estimate) of how much it should cost. This quotation will be made by the company using the information that the potential customer provides, regarding the relevant elements that may affect the price. A quote can help the prospective buyer when deciding which company to use, and which services they are looking for.
3.4 Adding Sales Quote:

To access the Sales Quotation Form, do the following: i.) ii.) Select the Sales Person Portal icon at the top of the form Select the Sales Quotation icon followed by the Add icon
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Sales Module Image 1.11 Let us consider the same company, Acme Traders which had initiated the Sales Enquiry, once again. After Acme Traders issues the Sales Enquiry, the Supplier goes on to prepare the Sales Quotation for the same. Again, in a manner similar to the Sales Enquiry, the Sales Quotation No. is also auto generated.Apart from the Sales Quotation No, the Sales Quotation contains details such as the Date when the Sales Quotation was prepared, the status of the Quotation, Delivery Terms, etc.Also, details about potential Follow Ups, Customer Details, Details of the Contact person, ails Follow-Ups, etc. are also noted. Other details such as the Quotation validity period,the Mode of Dispatch, etc. are noted. Details of the Product, as well as all other terms and conditions are also noted. conditions
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3.4.1
Sales Quotation Details Fields Table ACTION
General Details Quotation No. Alphanumeric, Mandatory Field Numeric, To be Selected using Date Selector, Mandatory Field
Quotation Date
Quotation Status Status Drop Down to be selected from Fixed List Drop Down to be selected from Fixed List
Delivery Terms
Follow Up Details Responsible person Drop Down to be selected from Fixed List Drop Down to be selected from User List Alphanumeric, Auto generated Text, Read Only
Sales Person
Email
Customer Details Customer name Drop Down to be selected from User List Alphanumeric, Auto generated Text, Read Only Auto generated Text, Read 2010 eresource Infotech Private Limited. All rights reserved
Location Address
Location
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Only, Mandatory Field State Auto generated Text, Read Only, Mandatory Field Auto generated Text, Read Only, Mandatory Field Alphanumeric, Auto generated Text, Read Only Drop Down to be selected from User List, Mandatory Field
Country
Email
Select Register
Contact Person Details Name Auto generated text, Read Only Auto generated text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated text, Read only Check box To be Checked / UnChecked
Designation
Mobile
Phone No.
Fax No.
Email Address
Select Other Details Party reference No.
Drop Down to be selected
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from User List, Mandatory Field Follow Up Criteria Drop Down to be selected from User List, Mandatory Field Numeric, To be Selected using Date Selector, Mandatory Field Numeric, Editable, Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field Free Text, Editable Drop Down to be selected from User list, Mandatory Field
Party Reference Date
Quotation Validity
Priority
Charges Details Mode of Dispatch
Product Details Product From Drop Down to be selected from User list, Mandatory Field Auto generated text, Read Only Numeric, Auto generated text, Read Only Numeric, Auto generated text, Read Only
Ref. Type
Ref. No.
Item Code
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Item Ref. Code
Alpha numeric, Auto generated text, Read Only Drop Down to be selected from Fixed list Auto generated text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Editable Numeric, Auto generated, Read Only Free Text, Editable
Item Name
UOM
Specification
Current Stock
Reserve Stock
Available Stock
Finish Plating
Qty
Per
Rate
Discount(%) Total
Packing
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Cust. Del. Date
Numeric, To be Selected using Date Selector Numeric, To be Selected using Date Selector Check Box Check Box Numeric, Auto generated To be Checkled / UnChecked To be Checkled / UnChecked
Dispatch Date
Add Rate Breakup Gross Amount Charges Details Control
Button
To be clicked for deleting a record
Name
Drop Down to be selected from User list Drop Down to be selected from Fixed list Numeric, Editable Drop Down to be selected from Fixed list Numeric, Editable Drop Down to be selected from Fixed list Drop Down to be selected from Fixed list Numeric, Auto generated, Read Only Numeric, Auto generated,
Type
Rate On Which
Round Off Add/Less
Separate Posting
Value
Net Amount
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Read Only Total Amount Numeric, Auto generated, Read Only
Currency Details Invoice Currency Drop Down to be selected from User list Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
Exchange Rate
Indian Rs.
Terms and Conditions Payment Terms Drop Down to be selected from User list, Mandatory Field Free Text, Editable
Remark References Checked By
Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List Drop Down to be selected from User List, Mandatory Field
Prepared By
Approved By
In the Sales Quotation Form, fill in the details as mentioned in the Quotation. In the case of Product Details table, select the proper product from the drop down box given, and click the
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Go button. A separate form is displayed containing the Enquiry Number and the Enquiry Date (Refer to Sales Module Image 1.12). Select the appropriate check box and click the GO button.To cancel the product selected, Click the Cancel button. Finally, click the Done n.To button. Finally, click the Done and then the Go button.
Sales Module Image 1.12 A second form is generated which details all the information related to the produc product selected.Once the releavant check box is selected, click the Done and then the Go buton at the bottom right hand corner of the screen. A message is displayed stating that the items have been successfully selected (Refer to Sales Module Image 1.13).
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Sales Module Image 1.14 The Sales Quotation form is displayed again with all the additional details about the product incorporated into the form and the gross amount for the product also displayed. If any additional charges are to be levied on the product, select the appropriate charges from the product, drop down boxes in the Charge details table (Refer to Sales Module image 1.15). 1.15).
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Sales Module Image 1.15 Any other terms and conditions such as Payment terms ,etc. can also be added as per requirements. Once all the information has been added to the form, click the Save button. To cancel the information added, click the Cancel button (Refer to Sales Module Image 1.16).
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Sales Module Image 1.16 Search/Edit of Sales Quotation Quotation:
3.4.2
In case a search or an update is to be performed on an existing Sales Quotation, the Search/Edit facility can be used by entering the particular search parameter in the Search string. The Sales Quotation can be searched based on the following options (Refer to Sales Module Image 1.17).
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Sales Module Image 1.17 Quotation Number Wise: The search is done based on the Quotation Number. Customer Name Wise: The search is done based on the name of the customer. Date Wise: The search is done based on the Date when the Sales Quotation was generated.
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Enter the particular search parameter to carry out the search and click the Search button (Refer to Sales Module Image 1.17).
A list of Quotations is displayed (Refer to Sales Module Image 1.18). Click on any of the entries in the list to access its details. To add a new Quotation to the list, click on the Add New n button located at the top left hand corner of the Sales Quotation List.
Sales Module Image 1.18 Make the required changes or modifications to the Sales Quotation and then click the Update button. To cancel the changes made, click the Cancel button. To delete the record itself, click the Delete button. To print the Quotation, click the Print button
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3.4.3
Item Rate Breakdown in Sales Quotation:
The Item Rate Breakdown form essentially gives the breakup of each and every product that has been requested for in the Quotation. Again, the Quotation Rate Item is auto generated when the Quotation Item Rate form is accessed. This Quotation Item Rate No. is used to distinguish between various Quotation Item Rates in case there are many Quotations made. The Quotation Item Rate Breakdown form gives details pertaining to the Quotation such as Quotation No, Date when the Quotation was made, details of the product itself such as Product Rate Product Name, Product Reference Code, etc. In case the Supplier himself has sourced some parts of the raw material from a Sub-Supplier, then that detail is incorporated in the Quotation Item Rate form. The Quotation Item Rate form details the complete breakup of the product with details pertaining to whether it was imported, the rate for the material, weight, cost, etc. If the product is subjected to any sort processing, then the details of the processing are mentioned too. In case some sort of casting or fabrication is made using a die, then the rate for that casting as well as other relevant details are also taken into consideration. Other expenses such as Freight, Overheads, packing and Forwarding, etc. are taken into consideration. Add: To access the Quotation Item Rate from, do the following: i.) ii.) Select the Sales person Portal icon Select the Quotation Item Rate icon followed by the Add icon
The Quotation Item Rate form is displayed (Refer to Sales Module Image 1.19).
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3.4.4
Item Rate Details Add Fields Table ACTION
Sales Quotation-Item Rate Breakdown Quotation Item Rate No. Alphanumeric, Auto generated, Mandatory Field Numeric, To be selected using 2010 eresource Infotech Private Limited. All rights reserved 010
Date
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Date Selector Quotation No. Drop Down to be selected from Quotation Master Numeric, To be selected using Date Selector Alphanumeric, Auto generated Alphanumeric, Auto generated Auto generated text Numeric, Editable
Quotation Date
Product Code Product Reference Code Product Name Rate Per Bought Out Part Details (From Sub Supplier) (A) Part Number
Alphanumeric, Editable
Imported/Local
Drop Down to be selected from Fixed list Free Text, Editable Numeric,Editable Numeric,Editable Numeric, Auto generated
Part Name Pieces/Unit Cost Total(A) Material Breakdown(B) Item Code Item Ref. Code
Alphanumeric,Auto generated Alphanumeric,Auto generated
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Item Name Imported/Local
Auto generated text Drop Down to be selected from Fixed list Numeric,Editable Numeric,Editable Numeric,Editable
Gr.Wt(Kg). Net Wt(Kg). Raw Material Purchase Rate (Rate/Kg) Scrap Sale Rate/Kg. Cost
Numeric,Editable Numeric,Auto generated, Read Only Check Box Numeric, Auto generated To be Checked/UnChecked
Add Total(B) Process Machining Breakdown(C) Process Machine Cost(Sec) CT(Sec) Cost Add Total(C) Amortization breakdown(In case of
Free Text, Editable Free Text, Editable Numeric, Editable Numeric, Editable Numeric, Editable Check Box Numeric,Autogenerated,ReadOnly
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Tooling)(D) Dies/Jig Tooled By Free Text,Editable Drop Down to be selected from Fixed List Drop Down to be selected from Fixed List Numeric, Editable Numeric, Editable Numeric, Editable Numeric,Autogenerated,ReadOnly
Imported/Local
Die Cost Amortization Cost Total(D) Admin Expenses(E) Percentage of (A+B+C+D) Cost Add Total(E) Part Unit Cost(A+B+C+D+E)
Numeric, Editable Numeric,Autogenerated,ReadOnly Check Box Numeric,Autogenerated,ReadOnly Numeric,Autogenerated,ReadOnly To be Checked/UnChecked
Enter the required details for the Quotation as well as the Parts Details (if applicable) and click the Add button. The data entered is displayed in a table To cancel the details entered, click the Cancel button. The Material Breakdown is also automatically populated in the Material Breakdown table once the particular Product Code is selected . Select the Add Check Box for the particular product code (Refer to Sales Moddule Image 1.19). Fill in the requisite information in the Process Machining Breakdown table and check the appropriate check boxes.In case any fabrication or casting is done using a any parameter (in this example could be a DYE that is used for processing), the relevant information is entered in the Tooling table.
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Click the Add button to add this information to the Amortization Breakdown table. To update any information in the Amortization Breakdown table, click the Edit button in the Amortization Control column. To remove the entire record, click the X button in the Control column. When the updates are done, click the Update button(Refer to Sales Module Image 1.21).
Sales Module Image 1.21 Finally, depending on what other expenses are going to be incurred, check the appropriate check boxes in the Other Details table to generate the total expenses (Refer to Sales Module Image 1.22).
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3.4.5
Expenses and Other Charges in Sales Quote
Sales Module Image 1.22 Click the Save button to save the information entered Click the Cancel button to cancel the information entered Click the Delete button to delete the information entered
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3.4.6
Search/Edit of Sales Quotation Quotation:
In case a search is to be performed for an existing Sales Quotation Item Rate, the Search/Edit facility can be used by entering the particular search parameter in the Search string. To access the Search/Edit facility for the Quotation Item Rate, select the Sales Quotation icon followed by the Item Rate Details Search/Edit icon. The list of Sales Quotation Item Rates are displayed (Refer to Sales Module Image 1.23).
Sample/Packing Add: Once all the products have been selected, it has to be decided as to how they are going to be selected, packed. Different products have different methods of packing dpening upon their fragility as well as climatic conditions. Packing is the science, art and technology of enclosing or protecting products for distribution, storage, sale, and use. Packing also refers to the process of design, evaluation, and production of packages. Packing can be described as a coordinated system of
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preparing goods for transport, warehousing, logistics, sale, and end use. Packing contains, protects, preserves, transports, informs, and sells. In many countries it is fully integrated into government, business, and institutional, industrial, and personal use Packing and package labeling have several objectives: Physical protection - The objects enclosed in the package may require protection from, among other things, shock, vibration, compression, temperature, etc. Barrier protection - A barrier from oxygen, water vapor, dust, etc., is often required. Permeation is a critical factor in design. Some packages contain desiccants or Oxygen absorbers to help extend shelf life. Modified atmospheres or controlled atmospheres are also maintained in some food packages. Keeping the contents clean, fresh, sterile and safe for the intended shelf life is a primary function. Containment or agglomeration - Small objects are typically grouped together in one package for reasons of efficiency. For example, a single box of 1000 pencils requires less physical handling than 1000 single pencils. Liquids, powders, and granular materials need containment. Information transmission - Packages and labels communicate how to use, transport, recycle, or dispose of the package or product. With pharmaceuticals, food, medical, and chemical products, some types of information are required by governments. Some packages and labels also are used for track and trace purposes. Marketing - The Packing and labels can be used by marketers to encourage potential buyers to purchase the product. Package graphic design and physical design have been important and constantly evolving phenomenon for several decades. Marketing communications and graphic design are applied to the surface of the package and (in many cases) the point of sale display.
Security - Packing can play an important role in reducing the security risks of shipment. Packages can be made with improved tamper resistance to deter tampering and also can have tamper-evident features to help indicate tampering. Packages can be engineered to help reduce the risks of package pilferage: Some package constructions are more resistant to pilferage and some have pilfer indicating seals. Packages may include authentication seals and use security printing to help indicate that the package and contents are not counterfeit. Packages also can include anti-theft devices, such as dye-packs, RFID tags, or electronic article surveillance tags that can be activated or detected by devices at exit points and require specialized tools to deactivate. Using Packing in this way is a means of loss prevention.
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Convenience - Packages can have features that add convenience in distribution, handling, stacking, display, sale, opening, reclosing, use, dispensing, and reuse. Portion control - Single serving or single dosage Packing has a precise amount of contents to control usage. Bulk commodities (such as salt) can be divided into packages that are a more suitable size for individual households. It is also aids the control of inventory: selling sealed oneliter-bottles of milk, rather than having people bring their own bottles to fill themselves.
3.4.7
Add Packing Details (Optional) in Sales Quote:
To access the Sample and Packing Details Form, do the following: i.) Select the Sales Person Portal icon at the top of the form
ii.) Select the Sales Quotation icon followed by the Sample/Packing Add icon The Sales Sample and Packing Details form is displayed (Refer to Sales Module Image 1.24).
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Sales Sample and Packing Dertails Fields Table: ACTION Sales Sample and Packing Details Sales Quotation No. Drop Down to selected from Sales Master Auto generated, Read only
Customer Name
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Product Code
Alphanumeric, Drop Down to be selected from Item Master Alphanumeric, Auto generated Auto generated text Auto generated, Read Only Free Text, Editable Numeric, Editable Numeric, Editable
Product Ref. Code
Product Name Customer/Product Alias Delivery Period/Remarks Minimum Order Qty (Nos) Sample Qty (Nos) Packing Type Details Product Code
Alphanumeric, Drop Down to be selected from Item Master Alphanumeric, Auto generated
Product Ref. Code
Product Name Packing Type
Auto generated Text Drop Down to be selected from User List Numeric, Editable
Packing Size
Fill in all the relevant Sample Details as mentioned and then click the Add button. A table is generated with all the Sample details shown. Similarly, fill in the Packing Details and then click the Add button. A table is generated with the Packing Details shown (Refer to Sales Module Image 1.24).
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Any information in the tables shown can be edited and modified by using the Edit button in the Control column of the form. To delete the record itself, click the X button in the Control column in the table. Finally, when all the information has been inputted, click the Save button.
Sales Module Image 1.25 The information is saved and a message is displayed to this effect (Refer to Sales Module Image 1.25). To cancel the information mentioned, click the Cancel button (Refer to Sales Module Image 1.25).
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Sample/Packing List: The Sample Packing List displays the information of the samples which have been packed and ys are ready to be dispatched to the customer. Information such as the Sales Quotation No. as well as the details of the item which are in the packages are displayed in the list. Click on the Quotation No. mentioned in the list to access its details (Refer to Sales Module Image 1.26). ion
The Sales Sample and packing Details form is displayed (Refer to Sales Module Image 1.27).
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Sales Module Image 1.28 Make the modifications required and then click the Update button. ns To cancel the modifications done, click the Cancel button. To delete the record itself, click the Delete button.
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3.5 Sales Quotation Amendment

Sometimes, it happens that the customer has some additional requirements or he does not want some particular items which have been mentioned in the quotation or in many cases the customer negotiates the price with the company (supplier). In this case, the customer can ask the supplier to make an amendment to the quotation.A Sales Quotation Amendment is essentially a change which is done to the Sales Quotation. The change can be a very minor one or can be a major one. If the Sales Order has already been created with reference to the quotation, then the Sales Order will have to be cancelled and then the amendment has to be performed in the quotation. A new Sales Order will have to be created with reference to the amended quotation. Sales Quotation Amendment in eresource creates a revision of Sales Quotation enabling the supplier to keep track of revision history for any sales quote. Add Sales Quote Ammendment: To access the Sales Quotation Amendment form, do the following: i.) ii.) Select the Sales person Portal icon Select the Sales Quotation Amendment icon followed by the Add icon
The Sales Quotation Amendment form is displayed (Refer to Sales Module Image 1.29(a)).
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Sales Module Image 1.29(a) Select the appropriate Quotation No. from the Quotation No. drop down box in the General Details section of the form (Refer to Sales Module Images 1.29(a)). The rest of the fields in the form populate themselves according to the Quotation No. selected. A point to be noted is that the Mandatory Fields marked by the Red Asterisks have to be filled in or else the form would be deemed to be incomplete (Refer to Sales Module Images 1.29(a). To add a new item to the Product Details table, click the Add New button at the top leftNew left hand corner of the Product Details table. Similarly, to add a new charge to the Other Charges Details table, click the button at the top left hand corner of the Other Charges Details table left-hand (Refer to Sales Module Image 1.29(b)). An extra row will be displayed at the bottom of the 1.29(b)). Other Charges Details table.
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Sales Module Image 1.29(b) Sales Quotation Amendment Details Fields Table ACTION General Details Quotation No. Alphanumeric, Auto generated.Mandatory Field Numeric, Auto generated, Read Only Alphanumeric, Auto generated.Mandatory Field Numeric, To be selected using 2010 eresource Infotech Private Limited. All rights reserved 010
Quotation Date
Quotation Amendment No.
Quotation Amendment
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Date Quotation Status Status 1
Date Selector
Auto generated, Mandatory Field Drop Down to be selected from Fixed List
Status 2
Follow Up Details Responsible Person Auto generated, Mandatory Field Alphanumeric, Auto generated Auto generated Text, Read only
Email Sales Person
Customer Details Customer Name Auto generated Text, Read Only, Mandatory Field Auto generated Text, Read Only
Location Address
Location
Auto generated Text, Read Only, Mandatory Field Auto generated Text, Read Only, Mandatory Field Auto generated Text, Read Only, Mandatory Field Auto generated Text, Read
State
Country
Company Email
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Only Contact Person Details Name Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
Designation
Mobile No.
Phone No.
Fax No.
Email Address
Alphanumeric, Auto generated, Read Only Check Box Check box To be Checked / UnChecked To be Checked / UnChecked
Select Send Email Other Details Party Reference No. Follow Up Criteria
Numeric, Editable Drop Down to be selecetd from User List, Mandatory Field Numeric, Auto generated, Read Only Numeric, Editable, Mandatory
Party Reference Date
Quotation Validity
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Field,Drop Down to be selected from User List Priority Drop Down to be selected from User List, Mandatory Field Free Text, Editable Drop Down to be selected from User List
Charges Details Mode of Dispatch
Product Details Ref Type Auto generated Text, Read Only
Ref No.
Alphanumeric, Auto generated, Read Only Alphanumeric, Auto generated, Read Only Alphanumeric, Auto generated, Read Only Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read only Numeric, Auto generated, Read only Numeric, Auto generated,
Item Code
Item Ref. Code
UOM
Finish Plating
Qty
Per
Rate
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Read only Discount(%) Numeric, Auto generated, Read only Numeric, Auto generated, Read only Auto generated Text, Read Only Numeric, Auto generated, Read only
Total
Packing
Cust.Del.Date
Dispatch Date
Numeric, Auto generated, Read only Check Box Button Numeric, Auto generated, Read only To be Checked/UnChecked To be Clicked
Add Rate BreakUp Gross Amount
Other Charges Details Name Drop Down to be selected from Excise Master Drop Down to be selected from User List Numeric, Auto generated, Read Only Drop Down to be selected from Excise Master Numeric, Editable 2010 eresource Infotech Private Limited. All rights reserved
Type
Rate
On Which
Round Off
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Add/Less
Drop Down to be selected from Fixed List Drop Down to be selected from Fixed List
Separate Posting
Value
Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
Net Amount
Total Amount
Currency Details Invoice Currency Drop Down to be selected from User List Numeric, Auto generated, Read Only Numeric, Editable Numeric, Auto generated, Read Only
Exchange Rate
Indian Rs. Amount in words
Terms and Conditions Payment Terms Drop Down to be selected from User List Free Text, Editable
Remarks
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References Prepared By Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field Drop Down to be selected from User List, Mandatory Field
Checked By
Approved By
Make the amendments as required and then click the Save button. A message is displayed to this effect (Refer to Sales Module Image 1.30). To cancel anything, click the Cancel button.
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Sales Module Image 1.30 Search/Edit of Sales Amended Records Records:
3.5.1
In case, a search or an update is to be performed on an existing Sales Quotation Amendment, the Search/Edit facility can be used by entering the particular search parameter in the Search string. The Sales Quotation Amendment can be searched based on the following options (Refer to Sales Module Image 1.31)
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Quotation Amendment No. Wise Wise: The search is done based on the Quotation Amendment number. Customer Name Wise: The search is done based on the name of the Customer. Date Wise: The search is done based on the Date when the Sales Enquiry was generated.
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Enter the Quotation Amendment No. and click the Search button. Alist of Sales Quotation Amendments is displayed.Click on the Quotation No. to access its details (Refer to Sales Module Image 1.32).
Sales Module Image 1.32 To add a new Sales Quotation Amendment, click the Add New button located at the top leftleft hand corner of the Sales Quotation Amendment list (Refer to Sales Module image 1.32). As mentioned earlier, the Red and blue fonts indicate Amended Sales Quotations and Sales Quotations which have been Processed for Order. After modification of the requisite information in the Sales Quotation Amendment, click the Update button to update it (Refer to Sales Module Image 1.33)
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Sales Module Image 1.33 To cancel the update, click the Cancel button To delete the record itself, click the Delete button To print the Amended Sales Quotation, click the Print button
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3.6 Sales Order

The sales order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order may be for products and/or services. Given the wide variety of businesses, this means that the orders can be fulfilled in several ways. A sales order is an internal document of the company, meaning it is generated by the company itself. A sales order should record the customer's originating purchase order which is an external document. Rather than using the customer's purchase order document, an internal sales order form allows the internal audit control of completeness to be monitored as a sequential sales order number can be used by the company for its sales order documents. The customer's PO is the originating document which triggers the creation of the sales order. A sales order, being an internal document, can therefore contain many customer purchase orders under it. In a manufacturing environment, a sales order can be converted into a work order to show that work is about to begin to manufacture, build or engineer the products the customer wants. The steps involved in fulfilling the demands made in a sales order make up the order fulfillment process.
3.6.1
Add Sales Order in eresource:
To access the Sales Order Form, do the following: i.) ii.) Select the Sales Person Portal icon at the top of the form Select the Sales Order icon followed by the Add icon
The Sales Order form is displayed (Refer to Sales Module Image 1.34). Firstly, enter the Sales Order and the Customer Details. In case the PO Received Check Box is checked, then the fields which come under it like PO No, PO Received Date, Cust. PO Date, etc become Mandatory fields and have to be filled up, otherwise the form will be deemed to be incomplete.
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Sales Order Details Fields Table ACTION Sales Order Details Sales Order No. Alphanumeric, Auto generated, Read only Numeric, Auto generated, Read Only Drop Dopwn to be selected from
Sales Order Date
Invoice Type
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Fixed List Customer Details Customer Name Drop Dopwn to be selected from Customer Master, Mandatory Field Drop Dopwn to be selected from Area Master Auto generated Text, Read only Alphanumeric, Auto generated, Read only Free Text, Editable Auto generated Text, Read only Drop Down to be selected from User List
Location
Address Email Address
Delivery Address Select Register Priority
PO Received
Check Box
To be Checked/UnChecked
PO No.
Numeric, Editable, Mandatory Field if PO Received Check Box is Checked Numeric, Auto generated, Mandatory Field if PO Received Check Box is Checked Numeric, Auto generated, Read Only, Mandatory Field if PO Received Check Box is Checked 2010 eresource Infotech Private Limited. All rights reserved
PO Received Date
Cust. PO Date
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In Writing
Check Box
To be Checked/UnChecked
Product Details Product From Check Box To be Checked/UnChecked
Quotation No.
Alphanumeric, Auto generated, Read only Numeric, Auto generated, Read Only Alphanumeric, Auto generated, Read only Auto generated Text, Read only Alphanumeric, Auto generated, Read only Auto generated Text, Read only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated Text, Read only
Quotation Date
Item Code
Item Name Reference Code
UOM Quantity
Specification
Plating
Gross Amount
Numeric, Auto generated, Read Only Button To be Clicked to generate a row
Charge Details
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Control
Button
To be Clicked to delete a record
Name Type Rate
Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read Only Drop Down to be selected from Fixed list Auto generated, Numeric, Read Only Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
On Which
Round Off
Add/Less Separate Posting Value
Net Amount
Total Amount
Currency Details Invoice Currency Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
Exchange Rate
Indian Rs.
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Dispatch Details Mode of Dispatch Dispatch Date Auto generated Text, Read Only Numeric, Auto generated, Read Only Free Text, Editable
Description For ProForma Invoice Dispatched To R/R No. Per Payment P/Slip Nos. Terms and Conditions Payment Terms Terms and Conditions Other Details Payment Due Days Remark 1 Remark 2 Remark 3 Remark 4 References
Free Text, Editable Numeric, Editable Numeric, Editable Free Text, Editable Alphanumeric, Editable
Auto generated Text, Read Only Auto generated Text, Read Only
Numeric, Editable Free Text, Editable Free Text, Editable Free Text, Editable Free Text, Editable
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Prepared By
Drop Down to be selected from User List Drop Down to be selected from User List Drop Down to be selected from User List Check Box To be Checked/UnChecked
Approved By
Checked By
Sales Order Acceptance
Select the appropriate option from the Product From drop down box.The Product may be from a Quotation or an Amendment. If the Quotation option is selected, a form is displayed which gives the details of the Quotation.Select the appropriate Quotation using the check boxes given and click the Go button (Refer to Sales Module Image 1.35). To cancel anything, click the Cancel button.
Sales Module Image 1.35 Another table detailing the to reveal the Items, their codes, etc.which have been mentioned in the Quotation selected. Again, select the proper Item Code No. using the check boxes given, and then click the Done button and then the Go button.A message is also displayed stating that the selection has been successful (Refer to Sales Module Image 1.36).
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Sales Module Image 1.36 The details of the items mentioned in the Quotation selected will be displayed in the Sales Order Invoice form (Refer to Sales Module Image 1.37).
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Enter all the other details such as Charge Details, Other Details, Terms and Conditions, etc. and finally click the Save button. All the details will be saved and a message is displayed to this effect (Refer to Sales Module Image 1.38).To cancel anything, click the Cancel button. anything,
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3.6.2
Search/Edit of Sales Order Order:
In case, a search or an update is to be performed on an existing Sales Order, the Search/Edit facility can be used by entering the particular search parameter in the Search string. The Sales the Order can be searched based on the following options (Refer to Sales Module Image 1.39).
Sales Module Image 1.39 Invoice Type Wise: The search is done based on the type of Invoice. Customer Name Wise: The search is done based on the name of the Customer. sed
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Sales Order Number Wise: The search is done based on the Sales Order number. Date Wise: The search is done based on the Date when the Sales Enquiry was generated. Enter the particular search parameter to carry out the search and click the Search button (Refer to Sales Module Image 1.39). A list of Sales Orders is displayed.Click on any of the Sales orders present in the list to access its details. In case a new Sales Order is to added to the existing list, click the Add New icon at the top left-hand corner of the Sales Order List (Refer to Sales Module Image 1.40). hand
Sales Order Image 1.40 The Red, Blue, Green and Purple icons indicate the different states in which the Sales Order is at present.
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Red: The Sales Order has been Amended der Blue: The Sales Order has been processed for scheduling Green: The Sales Order has been cancelled Purple: The Sales Order has been closed Depending on the different states of the Sales Order, the color of the Sales Order will be different in the list. E.g We can see that the Sales Order appears Blue in color in the list, which means that it has been processed for scheduling. Thus, the differing colors of the Sales Order as it appears in the list indicates the particular state in wh it is at present. which Once a particular Sales Order is clicked, the Sales Order Details form is displayed. After the modifications have been done, click the Update button. To remove the record completely, click the Delete button. To cancel the modifications done ,click the Cancel button and to print the Sales Order, click the Print button (Refer to Sales Module Image 1.41).
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3.7 Sales Order Amendment

Similar to a Sales Quotation which can be amended, the Sales Process is flexible enough to allow any sort of change to the Sales order also. This is called as Sales Order Amendment. Sales Order Amendment create revision of the Original Sales Order. Any number of Revisions for a sales order can be created in eresource. Add Order Ammendment:
3.7.1
To access the Sales Order Amendment Form, do the following: i.) ii.) Select the Sales Person Portal icon at the top of the form Select the Sales Order Amendment icon followed by the Add icon
The Sales Order Amendment form is displayed (Refer to Sales Module Image 1. 42).
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Sales Module Image 1.42 Fill in the details in the Sales Order Amendment form and click the Save button. A point to be noted is that the Sales Order Amendment No. is automatically generated. This Amendment No. is unique for every Sales Order Amended. To cancel anything, click the Cancel button. Again, if the PO Received check box is checked, then the PO No, PO Received Date, and the Cust. PO Date fields become Mandatory fields (indicated by the Red Asterisks), and they (indicated have to be filled, otherwise the form would be deemed incomplete incomplete.
Sales Order Amendment Details Fields Table ACTION Sales Order Details Sales Order No. Alphanumeric, Auto generated, Read only Numeric, Auto generated, Read Only Alphanumeric, Auto generated, 2010 eresource Infotech Private Limited. All rights reserved 010
Sales Order Date
Sales Order Amendment No.
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Read Only Sales Order Amendment Date Numeric, To be Selected using Date Selector Auto generated Text, Read Only Drop Down to be selected from Fixed List
Select Register Invoice Type
Customer Details Customer Name Drop Down to be selected from Customer Master, Mandatory Field Drop Dopwn to be selected from Area Master Auto generated Text, Read only Free Text, Editable Alphanumeric, Auto generated, Read only Auto generated Text, Read only Drop Down to be selected from User List Check Box To be Checked/UnChecked
Location
Address Delivery Address Email Address
Select Register Priority
PO Received
PO No.
Numeric, Editable, Mandatory Field if PO Received Check Box is Checked Numeric, Auto generated, Mandatory Field if PO Received Check Box is Checked 2010 eresource Infotech Private Limited. All rights reserved
PO Received Date
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Cust. PO Date
Numeric, Auto generated, Read Only, Mandatory Field if PO Received Check Box is Checked Check Box To be Checked/UnChecked
In Writing
Product Details Product From Check Box To be Checked/UnChecked
Quotation No.
Alphanumeric, Auto generated, Read only Numeric, Auto generated, Read Only Alphanumeric, Auto generated, Read only Auto generated Text, Read only Alphanumeric, Auto generated, Read only Auto generated Text, Read only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Auto generated Text, Read only
Quotation Date
Item Code
Item Name Reference Code
UOM Quantity
Specification
Plating
Gross Amount
Numeric, Auto generated, Read
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Only Charge Details Button To be Clicked to generate a row To be Clicked to delete a record
Control
Button
Name Type Rate
Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read Only Drop Down to be selected from Fixed list Auto generated, Numeric, Read Only Auto generated Text, Read Only Auto generated Text, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only Numeric, Auto generated, Read Only
On Which
Round Off
Add/Less Separate Posting Value
Net Amount
Total Amount
Currency Details Invoice Currency Numeric, Auto generated, Read Only Numeric, Auto generated, Read
Exchange Rate
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Only Indian Rs. Numeric, Auto generated, Read Only
Dispatch Details Mode of Dispatch Dispatch Date Auto generated Text, Read Only Numeric, Auto generated, Read Only Free Text, Editable
Description For ProForma Invoice Dispatched To R/R No. Per Payment P/Slip Nos. Terms and Conditions Payment Terms Terms and Conditions Other Details
Free Text, Editable Numeric, Editable Numeric, Editable Free Text, Editable Alphanumeric, Editable
Auto generated Text, Read Only Auto generated Text, Read Only
Payment Due Days Remark 1 Remark 2
Numeric, Editable Free Text, Editable Free Text, Editable
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Remark 3 Remark 4 References Prepared By
Free Text, Editable Free Text, Editable
Drop Down to be selected from User List Drop Down to be selected from User List Drop Down to be selected from User List Check Box To be Checked/UnChecked
Approved By
Checked By
Sales Order Acceptance
Depending on the options selected, the Product Details, Charge Details tables are also generated (Refer to Sales Module Images 1.42 and 1.43).
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Sales Module Image 1.43 Amendments can also be done to other details such as Dispatch Details, Proforma Invoice Details, etc (Refer to Sales Module Image 1.44).
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Sales Module Image 1.44 Finally, when the required information has been amended, click the Save button. A message is displayed to this effect (Refer to Sales Module Image 1.45).To cancel; click the Cancel button.
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Customer and Sales Module in Eresource ERP

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Customer and Sales Module in Eresource ERP

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Customer & Sales Process

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3.1.1 3.1.2 3.1.3 3.2

Sales EnquiryAmendment .............................................................................................. 21 Search/Edit of Enquiry Ammendment: ................................................................... 26

3.2.1 3.3 3.4

3.4.1 3.4.2 3.4.3 3.4.4 3.4.5 3.4.6 3.4.7 3.5

Sales Quotation Amendment ......................................................................................... 59 Search/Edit of Sales Amended Records: ................................................................. 68

3.6.1 3.6.2 3.7

Sales Order Amendment ................................................................................................ 85 Add Order Ammendment: ...................................................................................... 85

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1.1 Business to Business (B2B):

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The Chain of Derived Demand

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2 SALES TRANSACTION PROCESS IN ERESOURCE

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3.1 Sales Enquiry in eresource

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Sales Enquiry Module Image 1.00

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Customer Reference Code Customer Remarks Priority

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Auto generated text, Read Only

Select Interested in Product Item Code

Item Ref. Code

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Quantity Delivery Period Delivery VOM

Remark Reference Checked By

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2010 eresource Infotech Private Limited. All rights reserved

Check Stock of Enquired Items

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2010 eresource Infotech Private Limited. All rights reserved 010

Search/Edit Of Sales Enquiry Enquiry:

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Sales Module Image 1.04

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3.2 Sales EnquiryAmendment

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Numeric, To be Selecetd using Date Selector

Customer Reference Code Customer Remarks Priority

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Select Interested in Product Item Code

Item Ref. Code

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only Item Name Auto generated text, Read only

Remark Reference Checked By

Drop Down to be selected from User List, Mandatory Field

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Sales Module Image 1.08

Search/Edit of Enquiry Ammendment Ammendment:

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Sales Module Image 1.09

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Sales Module Image 1.10

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3.3 Sales Quotation

3.4 Adding Sales Quote:

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