Tip
Access to customer data is limited based on access to Sales regions. We can use this feature to manage prospective customer list.
For example, you can create a Sales region as “Lead Bank” and add list of prospective customers to this region. Whenever the prospects are contacted, they can be either added as Leads or Enquiries and removed out of the Lead bank. The number of prospects in the Lead Bank will thus be the number of prospects which have not yet been contacted.
Did you know?
You can add additional fields to Lead transaction using Attributes feature of OurSys. These fields can be handy to segregate and report lead based on your process.
Such additional fields are available in most transactions now in OurSys. It can improve the utility of OurSys drastically.
Best Practice
The access to enter Opening Stock must not be given to any user other than the Admin. This is because, the opening stock is entered only once before going live. If it is entered later, it will affect the inventory valuations
Understanding Reports
| Report Name |
Item wise Supplier Report |
| Where to find it |
Purchase >> Sourcing |
| Who should use this |
Purchase, Finance & Management |
| What frequency to check: |
Quarterly |
| Filters for the report |
All Items, Particular Item or a particular series of Item |
Screenshot of the Report
Report showing the Items along with their Supplier and names and rates.
Filter options for the report
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Information in the report & how to use it:
- This report shows Item wise list of supplier from whom this item has been bought along with the quantity and rate.
- It also shows a link to open the Rate history of the item.
- This is a quick way to find out the details of last purchase for a particular Item.
What's new
- We have added new masters for Jigs & Fixtures in OurSys. You can now not only maintain the lists of Jigs & Fixtures but also set reminders for their calibrations.
- There is a provision to add additional fields to Material Request Note. These fields are visible to the storekeeper. Thus additional information can be entered in the MRN.
- Old pending MRNs whose material is not going to be issued can be closed in bulk. This will help to clean up the pending MRN list.
- We have introduced a new report indicating Job order wise return of material.
Article
Inventory affecting transactions
This article lists out all the transactions that affect inventory value in OurSys. The access rights to these transactions should be restricted and users must be accountable for the entries as it has a direct impact on the inventory valuation.
Read the full article
Case Study
New Product Introduction
Customer Introduction:
This customer is an aerospace component manufacturer. They have to maintain record of new parts being developed in a scientific manner.
Problem / Goal:
There are various steps involved in the development of new parts. The responsibility of each step is divided among various team members from various department. In the absence of a specialised project management system meant for the purpose, it becomes difficult to maintain the progress and records against each step. Conventional project management tools also do not serve the purpose.
The Solution:
We have developed a specialised Project Management tool called as the “New Product Introduction”. This has two parts. The first part gives the details of the item such as Bill of Material and Process Layout. The second, is a list of activities to be carried out by various departments like Design, Engineering, Purchase etc. There is a provision to update the status against each activity and files such as drawings and sketches can be uploaded.
The Result / Benefits:
It has become very convenient to plan and maintain the progress of part development. It has also made QMS audits simpler due to ready availability of NPI data.
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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