ERP FOR ENGINEERING MANUFACTURING COMPANIES

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No. 20

Newsletter

01 January 2025

  Tip

Customer master data is an important information but many times sales executives do not fill it completely or correctly.

You can filter the customer master by the created date. Use this functionality to list out recently added customers & prospects. Display all relevant columns and check the report.

Correct and complete the data as required and train/warn executives to enter correctly. Typical mistakes include: Wrong spellings, incomplete information such as email address, address etc., Industry types, region etc.

  Did you know?

It is important to find out Fast moving, Slow moving and Non-Moving items. OurSys has reports in Stores listing the Items as per their movement.

These movement rules to define Fast Moving, Slow Moving and Non-Moving items are to be set in the master "Movement Analysis Rules"

This master is under the Stores section of the masters.

 

  Understanding Reports

Report Name Customer Analysis Report
Where to find it Under MIS under Sales under the Insights sub-section
Who should use this Sales, Finance and Management
What frequency to check: Once a month
Filters for the report You can filter the report by date and select a particular customer

Screenshot of the Report

This report can be filtered as shown above.

This report can be filtered in various ways as shown above.

This report gives useful information about the chosen customers in a single page.

This report gives useful information about the chosen customers in a single page.

Information in the report & how to use it:

  • This report shows total quoted value, order value, invoiced value, average lead time, pending orders, total receipts, average credit period and the outstanding amount.
  • You can also see month wise sales graphically and sales category wise sales and list of top items being sold.
  • It also shows on time delivery performance in a graphical format and customer complaints trend.
  • This is the quickest way to get information about a particular customer. It can help in many ways such as payment follow ups, grading the customers, margins in future quotations etc.

 

  Notification

  • Wishing you a very happy new year from Team Momenta.

  • We have started publishing useful short blogs on our website related to business best practices. Do visit and let us know your feedback. Click here to see the blogs

  • Kindly plan your training / support requirements now so as to avoid March rush.

 

  What's new

  • User defined fields for Lead Management now available
    You can now create your own data fields to capture additional information in Leads.
  • Option to list 'Amended Purchase Orders'
    It is now possible to filter out only amended purchase orders.
  • Added Drawing no. to Labour Purchase Orders
    Every Labour PO will go with the relevant drawing number.
  • Purchase Order user defined fields made visible during approval.
    Earlier user defined fields were not visible while approving the PO. Now they are visible.

  Article

An article on 'Production Best Practices using OurSys ERP'

This article will help you to maximise your benefits of using OurSys ERP's production module.

The article covers masters, transactions and reports related to Production.

Read the full article

 

  Case Study

Full Order Invoicing Mandate

Customer Introduction:

This customer supplies material for projects.

Problem / Goal:

It is sometimes demanded by the customer that the order must be invoiced in full. That is all the material must be invoiced through only one invoice. Without a proper system lock it is highly dependent on personal skill and memory. It was required to full proof the mistake of invoicing multiple times in such orders.

The Solution:

We have provided for a setting in Sales order to force single invoicing. In case a user tries to invoice without adding all the material on the order, the system warns the user.

The Result / Benefits:

Thus such mistakes are now avoided thus helping in keeping a good image with the customer and avoiding losses caused due to such mistakes.