Sale Allocation

Follow the steps below for sale allocation

Click on the Sale Allocation Submenu of Sales Menu. Once Sale Allocation Submenu is clicked, a new window will be displayed as a tab in the workplace.

The user has to simply fill the details one by one as below:

  • No: Enter the unique number in this filed
  • Date: The field will automatically shows the current date of system
  • Branch: By default the branch name will be populated.
  • Sale Order: Select Sale Order for Sale Allocation by clicking on search icon
  • Sale Executive: Click on the search icon and select the sales executive
  • Remarks: If there is any remarks related to sale allocation of item, it should be enter here
  • Customer Code: Customer code will be populated automatically as per the inputs in sale order. User can simply edit customer code by clicking on the Ellipse button
  • Customer Name: Customer code will be populated automatically as per the inputs of sale order
  • Billing Address: This field is populated automatically
  • Reference Number: User can add the customer reference number in this field
  • Valid Till Date: Valid till date will be populated automatically as per the inputs in sale order
  • Contact Person: Here user needs to enter the contact person name, to enter click on the search icon and select accordingly
  • Referred By: This filed is populated automatically although user can edit it by clicking on the Ellipse button

Item Details

  • Item Code: Item code is populated automatically
  • Item Name: Item name is populated automatically
  • UOM: Unit of measurement of item is populated automatically
  • Variant: Variant of item is populated automatically
  • Variant2: Variant2 of item is populated automatically (if any)
  • Variant3: Variant3 of item is populated automatically (if any)
  • Location: User can add location by simply clicking on the search icon and select from the options
  • Order Qty.: This field will be populated automatically as defined in sale order
  • Quantity: This field will be populated automatically as defined in sale order
  • Serial / Batch No.: Enter the serial or batch no. of item in this field
  • Serial / Batch No.1: Enter the serial or batch no. of item in this field (if there are more than one serial numbers, it can be enter in this field)
  • Serial / Batch No.2: Enter the serial or batch no.2 of item in this field (if there are more than two serial numbers, it can be enter in this field)
  • MFG Date: Manufacturing date of item needs to be enter in this field
  • EXP Date: The expiry date of item needs to be mention in this field

Add-on

  • Ordering Branch: In this field user needs to enter the branch name from where the order is placed, to enter click on the search icon and select the appropriate option from the available one.
  • Delivery Branch: In this field user needs to enter the branch name where the order is supposed to receive, to enter click on the search icon and select the appropriate option from the available one.
  • Application Use: User needs to click on the drop-down arrow and choose from the available options to enter the application used.
  • Till:
  • Requested Date: Here user needs to enter the requested date for item delivery by customer, to enter; user needs to click on the drop-down arrow and select the appropriate date
  • Promised Date: Here user needs to enter the promised date for item delivery to customer, to enter; user needs to click on the drop-down arrow and select the appropriate date
  • Payment Term: To enter the payment term of item, user needs to click on the search icon and select the applicable one

Delivery Details

  • Delivery Term: In this field user needs to enter the delivery term of item, it is a plain box user can manually enter the terms in this field
  • Delivery Method: In this field user needs to enter the delivery method of item, it is a plain box user can manually enter the delivery method in this field
  • Delivery Address: In this field user needs to enter the delivery address of item, it is a plain box user can manually enter the delivery address in this field

Currency Details

  • Currency: In this field user can add currency details, to enter click on the search icon and select from the options available
  • Exchange Rate: Exchange rate will be populated automatically once the trans. Currency is entered

5.1 Additional Info

At the right-hand side of ‘Working Window’, some buttons are present which helps the user to view the important information easily.

  • Transaction Info: At the upper right corner of working window, user will find Transaction Info Button, by clicking on the arrow available on the same button user can be able to view the transaction status of item
  • Customer Info:  At the upper right corner of working window, user will find Customer Info Button right below the Transaction info button, by clicking on the arrow available on the same button user can be able to view various customer information like; Balance, Credit Limit, Credit Days and Billing Address.
  • Stock Info: At the upper right corner of working window, user will find Stock Info Button right below the Customer info button, by clicking on the arrow available on the same button user can be able to view the stock info of item
  • Attachment: At the right footer section of working window, user will find Attachment Button if user wants to attach any of the file related to the sale allocation; user needs to click on the button and attach the file accordingly
  • Links[F6]: At the right footer section of working window, the user will find Links[F6] button next to attachment button. By clicking on this button user will get options like create/edit item, item prices, create sale dispatch, item detail; user can click on any of these options to open the relevant screen related to that particular option
  • Reports[F7]: At the right footer section of working window, the user will find Reports[F7] button next to Links[F6] button. By clicking on this button user will get the options like; item statistics, item ledger, contact ledger, and sale allocation statement. By clicking on any of these options, user will get instant access to the reports

 

  1. Once the entire information is filled by User, now Press Ctrl-S or click the Save icon on the Quick Access Toolbar to save the Single Step Sale Invoice.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Sale Allocation: ‘xxx’ has been saved successfully.’

Sale Order

Here user can create sale order.

Steps to Create Sale Order

  1. Click Sale Order submenu on the Sales menu, The Sale Order window opens as a tab in the workspace.

The user has to simply fill the details one by one as below here:

  • No: Here user needs to enter the transaction number
  • Date: By default the current date will be populated in this field
  • Ordering Branch: Here User need to enter the Ordering Branch name. To enter, User need to click on the Search icon in the same field and select the relevant branch.
  • Invoice Brach: By default the branch from which the user is logged in will be populated automatically
  • Delivery Branch: Here user needs to enter the delivery branch, to enter user needs to click on the search icon and select accordingly.
  • Quotation: To enter the quotation, user needs to click on the search icon and select accordingly
  • Tax: To enter tax, user needs to click on the search icon and select from the options available

Customer Details

  • Customer Code: Here the user needs to click on the Search icon or press F3 and select the customer or quickly create a new customer by clicking on the Ellipse button or press F4.
  • Customer Name: It will be populated automatically once the user enter
  • Billing Address: User needs to enter the billing address in this field, to enter click on the search icon and select from the options displayed
  • Cust Ref No: Enter the customer reference number in this field
  • Sales Executive: Here by default the sales executive gets automatically populated depending from which the user has logged in.
  • Valid Till Date: Here the user needs to edit the field by selecting the last valid date of the order

The user has to simply fill the details one by one as below in footer section of working window:

Item Details

  • Item Code: Click the search icon and select the item.
  • Item Name: It gets populated automatically, once the item get selected
  • UOM: It gets populated automatically once the item get selected
  • Variant: Enter the variant of item in this field
  • Variant2: Enter the variant2 of item in this field
  • Variant3: Enter the variant3 of item in this field
  • Quantity: Here the user needs to enter the quantity of the item required.
  • Gross Rate: It gets automatically populated depending on the value entered in the Item master.
  • Prem./ Qty.: Enter the prem. Qty. in this field
  • Dis./ Qty.: Enter the dis. Qty. in this field
  • Rate: It gets automatically populated depending on the value entered in the Item master.
  • Dis. %: User needs to enter the discount in percentage, here
  • Discount: Here user needs to enter the discount on item
  • Priority: User needs to select the priority of item, to select click on the drop down arrow and select accordingly
  • Narration: Enter the narration in this field
  • Amount: User needs to enter the amount in this field

Add-On

This tab is adjacent to item details, here user can add the additional details related to sale order

  • Application Use: Here user needs to enter the application used, to select; user simply needs to click on the drop down box and select accordingly
  • Referred By: User needs to enter the referred by here, to enter user needs to click on the search icon and select accordingly
  • Contact Person: Here user needs to enter the name of the contact person, to select user needs to click on the search icon and select accordingly
  • Requested Date: Here user needs to enter the requested date of the item. By default the current date will be displayed on the field however, user can enter the date as per their requirement, to select; click on the drop down box and select accordingly
  • Promised Date: Here user needs to enter the promised date, to enter user needs to click on the drop down box and select accordingly
  • Payment Term: User needs to enter the payment term here, to enter click on the search icon and select accordingly
  • Vehicle Number: Enter the vehicle number in this filed, to enter; click on the search icon and select accordingly

Delivery Details

  • Delivery Term: Here user needs to enter the term of delivery, to enter click on the search icon and select accordingly
  • Delivery Method: Here user needs to enter the delivery method, to enter user needs to click on the drop-down arrow and select accordingly
  • Delivery Address: Here user needs to enter the delivery address of item

 

 Custom Fields

This tab is adjacent to Add-on field

  • : Enter the number, in this field

 4.1 Additional Info

At the right-hand side of ‘Working Window’, some buttons are present which helps to open quick links or reports related to Customer master.

  • Transaction Info: This is a quick info panel on the top right-hand side of Working Window, which gives quick information related to the Balance of customer.
  • Customer Info: Here user can view informations like balance, credit limit, credit days and billing address.
  • Stock Info: Here user can view information’s like balance, credit limit, credit days and billing address.
  • Payment Options: Here the user can view the different payment options like; Advance, Final AMT & Credit BAL.
  • Attachment: This is a quick info panel on the Footer Section of Working Window. Here user can attach files.
  • Import: This is a quick info panel on the Footer Section of Working Window. Here user can import files.
  • Links[F6]: This is a quick info panel on the Footer Section of Working Window. Once User will click on the tab options like; Additional Addresses, Create Installbase, Customer Installbase, Loyalty Card Details and Import Customer will be displayed. User can click any of them to get desired details.
  • Reports[F7]: This tab is located adjacent to Links[F6] tab. Once User click on this tab the options like Customer Ledger and List of Customers will be displayed on the screen. User can click any of them to get the reports accordingly.
  • %: The discount in percentage will be displayed in this field
  • Amount: The discount amount will be shown in this field
  • Charges: Any of the charges applicable will be displayed in this field  
  • Round Off: The round of figure will be displayed in this field
  • Grand Total: The grand total will be displayed in this field

 

  1. Press Ctrl-S or click the Save icon on the Quick Access Toolbar to save the Sale Order.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Sale Order: ‘xxx’ has been saved successfully.’

 

Financier

Franchise Management is perfect for any franchise business. It allows a to track, monitor and control every business operation.

Steps to Create Financier

  1. Click on the Financier Submenu of Sales Menu. Once Financier Submenu is clicked, a new window will be displayed as a tab in the workplace.

The user has to simply fill the details one by one as below here:

  • Code: Here user needs to enter the code
  • Name: Enter Financier Name. Once User enter name the fields like Contact Type and Pay To will be populated automatically.
  • Search Name: Here user needs to enter the search name
  • Contact Type: Here user needs to define the contact type, to select; click on the drop down arrow and select accordingly
  • Pay To: This field will be populated automatically
  • Credit Allow: If credit is allowed, than user needs to click this box
  • Financier Account: Here financier needs to enter the financier account, to select click on the search icon and select accordingly.
  • MBD (Manufacture buy Down): Here user needs to enter the Manufacturer by down, to select click on the search icon and select accordingly.
  • DBD (Dealer by Down): Here user needs to enter the Dealer by down, to select click on the search icon and select accordingly.
  • PF (Processing Fees): Here user needs to enter the Processing Fees, to select click on the search icon and select accordingly.
  • Other: Any other details related to financier account needs to be enter here (if needed)

The user has to simply fill the details one by one as below in footer section of working window:

Address

  • Branch Code: Enter the branch code here
  • Branch Address: Enter the branch address of financier here
  • Area: Enter the area here
  • City: Enter the city name here
  • District: Enter the district name here
  • State: Enter the name of state here
  • Country: Enter the country name here
  • Pin Code: Enter the pin code of area here
  • Phone No: Enter financier phone number here
  • Mobile No 1: Enter financier mobile number here
  • Mobile No 2: Enter financier second mobile number here
  • Fax No: Enter financier fax no. number here
  • E-mail: Enter financier e-mail here
  • Website: Enter financier website here
  • Ref Code: Enter financier Ref Code here

Click on Relations and Groups tab adjacent to Address tab. The screen is divided into two frames i.e.  Relations & Group.

Relation

Here user need to define the relation with the Financier

User needs to simply fill the following details one by one

  • Relation: To select relation click on the drop down arrow and select the relation accordingly.
  • Contacts: Here User needs to enter the contacts, to enter click on the search icon and select accordingly.

Contact Group Frame

Here user need to define the Contact Group of Financier

User needs to simply fill the following details one by one:

  • Contact Group: Here user needs to enter the contact group of financier, to enter select the contact group by clicking on the search icon and select accordingly.
  • Group Type: Group type will be populated automatically, once the contact group.

Other Details

Here user need to define the any other details related to Financier

User needs to simply fill the following details one by one

  • Bank ID: To enter the bank ID of financier, user needs to select it by clicking on the search icon and select accordingly.
  • Account No.: Enter the account number of financier here.
  • Swift Code: Here user needs to enter the Swift code of financier here.
  • IFSC Code: Here user needs to enter the IFSC code of financier here.
  • MICR Code: Here user needs to enter the MICR code of financier here.

Quick Links

At the right-hand side some buttons are present to open quick links or reports related to the master. A quick info panel is also present on the top right-hand side which gives quick information related to the Balance Info.

  • Balance Info: This is a quick info panel on the top right-hand side of Working Window, which gives quick information related to the Balance.
  • Links[F6]: This is a quick info panel on the Footer Section of Working Window. Once User will click on the tab options like; Additional Addresses. User can click any of them to get desired details.
  • Reports[F7]: This tab is located adjacent to Links[F6] tab. User can click on any of the displayed the option’s to get the reports accordingly.
  1. Press Ctrl-S or click the Save icon on the Quick Access Toolbar to save the Customer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message ‘Customer: ‘xxx’ has been saved successfully.’

2.1 Steps to Edit Financier

  1. Click on the Financier Submenu of Sales Menu. Once Customer Submenu is clicked, a new window will be displayed as a tab in the workplace.
  2. The New Window is divided into two frames, the right frame, ‘Financier Details’ frame and the left frame is ‘Financier’ frame

On Filter Frame i.e. Left Frame user needs to fill the following details:

  • Name: Here the user needs to click on the Search icon to search the existing customer. Once the Financier’ get selected, User can Edit all the general details of Financier’ like; Name, Search name, Contact type, Pay to, Financier account, MBD, DBD, PF.
  • If the financier is inactive, user can click the box against Inactive
  1. Press Ctrl S or click the Save icon on the Quick Access Toolbar to save the Customer.
  2. Click Yes button for the message ‘Are you sure you want to Save.’
  3. Click OK button for the message Financier’: ‘xxx’ has been saved successfully.’

 

2.2 Delete Financier Permanently

Steps to Delete Financier Permanently

If User want to Delete any of the created Financier, here is what a User needs to do:

  1. Click on the Financier Submenu of Sales Menu. Once Financier Submenu is clicked, a new window will be displayed as a tab in the workplace.

On Filter Frame i.e. Left Frame user will find ‘Name field. Here the user needs to click on the Search icon to search and select the existing Financier.

  1. Once the Financier is selected now move your cursor to ‘Quick Access Toolbar’ it is located in Upper-left corner of working window, next to the icon of RnR’s rujulerp
  2. Now User need to click on Click ‘Yes’ for the message ‘Are you sure you want to delete XYZ?’
  3. Once user clicked on Yes, the Financier will be deleted permanently.

Note: If ‘Confirmation Window’ shows ‘You cannot delete, since it has been used in transaction/s.’ then you can’t delete that Financier Permanently. If transactions has been done for Financier (single or multiple) than User can’t delete that Customer.    

Calculator

Calculation is the most important tool of a trader. For quick calculation the user does not have to open the Windows calculator, instead RujulERP has given this functionality in its workspace.

Launch Calculator

  • Click on the calculator icon on the bottom right corner of the workspace. A calculator window is opened for the user to do the calculation.

NOTE The Function key F11 is used for quick launch of the calculator.