Newsletter
July 2024 - Newsletter No:14
Tip
You can save your users from the ill effects of high screen time by switching to the 'Dark Mode' in OurSys.
Dark Mode is available under Themes. Click on your user icon to see various settings including Themes.
Use of dark mode not only relieves the strain on the eyes but it also helps to save electricity / battery.
Did you know?
The main menu of OurSys, which appears on the left side of the screen has a pre-set sequence of links.
Did you know that the sequence of these links can be adjusted to suit user preferences?
Click on the user icon and then click on Sequence Menu link. Enter the sequence number against each link to view it in that sequence.
Understanding Reports
| Report Name |
Customer Outstanding Report |
| Where to find it |
Under Sales under the Action Reports section |
| Who should use this |
Sales executives, Sales manager, Finance officers and Top management |
| What frequency to check: |
As and when required. |
| Filters for the report |
This report opens for a particular customer and can be filtered for 'as on date', 'between due dates' and has settings to control whether future settled vouchers should be shown, whether advances & On-Account receipts should be shown. |
Screenshot of the Report
This report can be filtered in various ways as shown below.
This is how the statement is generated on the letterhead. In case of Advances and On-Account payments, there is a separate section in the print.
Information in the report & how to use it:
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This report generates invoice wise status report of all the pending bills in the form of Pending Bills Statement.
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There is a facility to email this statement to the customer as well.
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Apart from the details of the pending bills, there is facility to display untagged Advances and On-Account receipts from that customer.
Notification
- It has been more than one year since we started this newsletter. The purpose of this newsletter is to educate the user and help the user to follow the best practices and derive maximum benefits out of OurSys ERP. In case some of your team members are not receiving these newsletters, please send us their email addresses to care@momentainfo.com
- All the newsletters and articles have the feature to instantly translate to any language of choice.
- We have removed the facility of deleting Job Orders recently to improve traceability. In case you wish to delete the job order, you will have to use the short close option.
What's new
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Duplicate Serial No. validation for purchased material
OurSys now restricts duplicate serial no. from the same supplier for items which come with supplier serial numbers.
Multiple receiving in one go feature added for Customer supplied material
In case of serialised material, a separate inward entry is made in OurSys for each serial number. We have speeded up this process by adding the feature to receive multiple serial numbers in one go.
GRN print now displays Cost Centre
We are now displaying the Cost Centre on the GRN print. This helps Accounts department to book the corresponding supplier invoices under the right cost centre.
Putting list has been enhanced
Users can now filter the putting list based on the fixture type. This way they can issue separate lists to different team members based on the fixture type.
Article
An article on 'Outsourcing Labour with OurSys'
This article intends to raise awareness about all the scenarios of outsourcing labour and how OurSys handles it.
Read the full article
Case Study
Ensuring full delivery for a Sales Order
Customer Introduction:
This company is a leading seal-kit manufacturer with factories in two different states of India.
Problem / Goal:
There were some Sales Orders where the customer insisted on shipping the order completely in one go. OurSys did not have the feature to restrict partial deliveries when required. Thus, it was up to the people to ensure that those orders were shipped in full.
This was prone to errors resulting in customer displeasure and payment delays.
The Solution:
We introduced a new feature in Sales Order using which a user can mark a given order 'to deliver in full'. During invoicing, OurSys restricts partial delivery for such orders.
The Result / Benefits:
Since the setting is at Sales Order level, there is flexibility to selectively mark some orders for full delivery.
The control is with Sales thus relieving Despatch department of the responsibility to ensure full delivery.
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.
