OurSys ERP Newsletter December 23

December 2023

Tip

In Item master, there are various sections such as Design, Sales, Purchase etc. and the data within these should ideally be controlled by people related to these departments.

You can assign section wise user permissions to control access to this data. Go to 'User Access Management of Masters' under Masters and set relevant permissions for individual users.

Same master can be used for setting permissions to sections within the Employee master as well.

Did you know?

In OurSys, it is possible to set excess quantity allowance for Sales orders.

Sometimes, the exact quantity cannot be manufactured due to process limitations. In such cases the customer agrees to buy certain excess quantities over and above the Sales Order quantity.

This facility is switched off by default as a safety measure. You may request us to switch it on if required.

Understanding Reports

Report Name	Sales Representative wise Sales Target vs Actual
Where to find it	Under MIS under the Sales section
Who should use this	Sales head & Management
What frequency to check:	Monthly for Sales and Quarterly for Management
Filters for the report	Given Period, Sales Representative & Sales Category are some of the filters.

Screenshot of the Report

The customer wise breakup is available on clicking the Sales Order value figure or the invoice value figure:

The further Item wise breakup is available by clicking the Total Order Amount link.

Information in the report & how to use it:

This report shows Sales Representative wise target value of Sales Orders vs Actual Sales Orders Booked for a particular period.
It also shows the invoice value for each Sales Representative as well.

This report can be seen Sales Category wise as well.

Notification

OurSys Version 23.48, the last version of the calendar year has been released.

What's new

Sales Order drawing approval with different stages
Provision to select various stages of drawing approval such as 'Drawing sent to customer for approval', 'Pending with customer', 'Pending with us' etc.
Additional charges added in Quotation will now reflect in Sales Order
Option to add additional charges from quotation to sales order when sales order is made from a particular quotation has been added.
Labour Purchase Order Emailing Feature
OurSys now has the feature of Purchase Order Labour to be sent from the system itself.
Amendment History in Receiving of Goods
History of quantity changes will be recorded in the comments section of Receiving whenever the quantity is changed.

Article

Improving your Cash flow using OurSys

A healthy cashflow is as important as the profit percentage. OurSys has been designed to help you improve your cashflow and avoid common traps.

Read the full article

Case Study

Maintaining consistent Item codification

Customer Introduction:

A fastener company making hot forging Studs, Bolts and Nuts.

Problem / Goal:

A fastener can be defined completely in terms of type, material grade, dia-pitch, finish & length. But the permutations between these factors run into lakhs of unique items. Thus creating all possible items in master is not possible and a wasteful activity. And if these items were created as and when required, maintaining consistent codification and avoiding duplication was challenging. Also duplicate items were creating major problems for the inventory.

The Solution:

We developed Item Codification software which generates item codes and descriptions quickly, correctly and eliminating possibility of duplicates.

The Result / Benefits:

This made the process of item codification easy, accurate and consistent. No matter who created the items the codes and descriptions became consistent. By avoiding duplicates, the MRP program became more effective and excess purchase was avoided.

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.

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