Newsletter
February 2024
Tip
If you wish to try out a process in OurSys without disturbing the data, the best way is to log into the Practice mode of OurSys.
During signing in, you can choose to enter the Practice mode. You can try out whatever features you wish to experiment with here without disturbing the real data.
You can also use the practice mode for new users who are still learning OurSys.
Did you know?
It is a good practice to send respective Customer Ledgers to all the customers to confirm the ledgers.
OurSys has the feature to send Customer Ledger directly from OurSys itself by email.
This email comes with a covering letter asking the customer to confirm the ledger.
Understanding Reports
Report Name |
Available Issued Material Report |
Where to find it |
Under Stores under the Reports section |
Who should use this |
Stores & Production head |
What frequency to check: |
As and when required |
Filters for the report |
Item, Item Category, Purchase Category are some of the filters. |
Screenshot of the Report
This report can be filtered in various ways as shown below.
Information in the report & how to use it:
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Any material issued and not consumed is visible here. This is a handy tool to keep a tab of expensive gauges, instruments, cutting tools etc.
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This helps you to keep track of the material and followup to get it back.
Notification
- 1. We are happy to announce that Mr. G. K. Palekar has joined our team. He is a senior business consultant, supply chain management expert, author of the book 'Service & Inventory Planning' and ex-professor of SPJain and Chetna management colleges.
He will help us enhance OurSys to make it more useful and effective.
- 2. OurSys ERP prices are slated to be revised from April 2024. Please inform your friends who wish to buy OurSys.
What's new
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Document-wise Email Content Configuration
Email wordings in OurSys earlier were not pre-configurable. Now you can draft your own content in the email templates.
Documents under Amendment are marked as DRAFT in the prints.
If a user prints an under-amendment document such as quotation or a purchase order, the print comes with the letters "Draft" indicating that the document is not yet fully amended and approved.
Document shortcuts added to notifications
Subject to user access rights, a user can directly go to the document from notification at a click of a button.
Date range configuration shortcut added to reports
Users can now set default date ranges for reports directly from their respective filter pages.
Article
An article on 'MRP your biggest saviour'
Using OurSys's Material Requirement Planning (MRP) can cut down delivery lead time drastically and at the same time will reduce the inventory cost.
Read the full article
Case Study
On Sales Order Attributes feature
Customer Introduction:
This company is a global supplier of custom made valves.
Problem / Goal:
This company required extra data fields in Sales Order beyond the fields available in OurSys. This required a major change in OurSys. Also those fields did not make any sense to other customers
of Oursys. But those fields were extremely important for this customer to capture.
The Solution:
We developed a new feature of adding custom fields to Sales Orders. These fields are called Attributes. Attributes can be named as per requirement and every customer can have their own fields.
The Result / Benefits:
This feature solved the issue of additional data requirement without creating confusion and clutter for other customers. Also, each customer is able to create their own fields if required.
Let us know if this feature could be useful to you. We will enable the setting for you.
Feedback
The intention of this newsletter is to make our customers aware of the features of OurSys and help them to utilise OurSys to the fullest. We would like to have your feedback on how we can further improve this effort.
Please click here to give us your feedback.