Tip
In OurSys, in every report there is a provision to select the date range and you can set the date range permanently using the masters.
But there is a shortcut to do so as well. In the filter page click on "Columns to Display". You will find 3 dots on the right side. Click on them to see a dropdown of date ranges to select. Select the period as required and click on 'Save Date Range' link.
For example, all report by default are set to financial year and thus in April suddenly the data is not visible. But you can change the range to something like 'Since 3 months' to see last 3 months data every time.
Did you know?
Customer Outstanding report, by default, shows receipts tagged to invoices as well as Advances or On Account receipts.
But you can choose to see either 'Pending Bills Only' or 'Advances & On Account Only'
In the filter pop-up under 'Show' choose the desired option.
Article
An article on 'Distinct advantages of OurSys AMC'
This is the best time for Indian manufacturing companies and we can actually see global opportunities for our customers.
Most of our customers are growing at a good speed which is reflected in their growing shopfloors, setting up of new factories and even getting listed on the stock exchange.
Read the full article
Case Study
Tagging Transporter expenses to multiple invoices
Customer Introduction:
This customer is a major valve manufacturer and supplies valves & fittings for various projects.
Problem / Goal:
It is required to calculate gross profit for every order that is executed. The material cost and the process cost gets captured in OurSys as the item gets manufactured. But one important component of transport cost was getting missed. The transporter gave one invoice at the end of the month with details of the trips made. The cost was not getting transferred to individual sales orders.
The Solution:
We have provided a feature in OurSys ERP to tag single invoice of transporter to multiple sales invoices. The transport cost gets auto allocated proportionately on the sales invoices that are tagged based on their values.
The Result / Benefits:
The transport cost thus got accounted for each sales invoice. OurSys Sales Order wise Gross profit report and Invoice wise gross profit report now started showing profits after accounting for transport charges.