ERP FOR ENGINEERING MANUFACTURING COMPANIES

No. 28

Newsletter

05 September 2025

  Tip

You can use HR letters function to create standard letter templates such as Offer Letters, Appointment Letters, Increment Letters, Experience Letters, Resignation Acceptance Letters, Warning Letters etc. and then effortlessly generate the letters for any employee. The system replaces certain variables with employee data and generates the letter and also stores it in the employee master for future reference.

 

  Did you know?

Did you know that you can set names of Countries, States & Cities as per your requirement in the masters. You can keep what is required and add whatever is missing. This master is with Admin of OurSys.

  Best Practice

To get solution to your industry related problems, you must use OurSys Forums. This forums helps you to get answers from users in your own industry. You can also use it to check with the latest amendments to law and check how others are acting on the issue.

 

  Understanding Reports

Report Name Consolidated Stock Statement with Value
Where to find it Stores >> Reports >> Under Stock Valuation Sub Section
Who should use this Finance & Stores
What frequency to check: Monthly
Filters for the report Item, Item Category, Valuation method, Whether Saleable, UoM

Screenshot of the Report

Report showing Item wise Stock lying in Stores, WIP and Under Despatch

Report showing Item wise Stock lying in Stores, WIP and Under Despatch

This report can be filtered in multiple ways

This report can be filtered in multiple ways

Information in the report & how to use it:

  • This report shows the stock quantity with value of every item bifurcated into Stores Stock, WIP and Under Despatch
  • This report shows the entire company stock in one place along with the breakup
  • This report is also available without the Value for Stores purpose
  • Every quantity in the report can be further clicked to open detailed report of the stock

 

  Notification

  • We have chosen Mr. Ranjeet Kumar Verma of M/s. Gemsons Precision Engineering Private Limited, for the Best User Award declared in August 2025. This is in recognition of Mr. Ranjeet’s dedication in implementing the OurSys ERP effectively in their company. This award is a token of appreciation for the years of hard work he has put it.

    We have chosen Mr. Ranjeet Kumar Verma of M/s. Gemsons Precision Engineering Private Limited, for the Best User Award declared in August 2025.
  • Version 25.35 has been released. The Workshop will be held online on 18th September 2025

  • We are launching a new product called DiYReports for creating reports at will.

  • A new section for Videos have been added to Club OurSys platform. You can explore videos related to Versions, Knowledge Series and Tips for using OurSys better.

 

  What's new

  • In certain transactions, the last record is allowed to be deleted by admin. We have now storing the information about who deleted the record and when.
  • When sending emails through OurSys, the email will also be sent to the person sending the email to his email address linked in the master.
  • We have introduced a Document Colour Marking feature. Now users can assign a colour to any document, helping them easily recognise and differentiate documents at a glance. Thus you may tag & segregate Orders, enquiries, Purchase orders by these colour tags.
  • OurSys has now enhanced the Sales Order Item-wise Fulfilment Report by adding separate columns for allocated stock and free stock.
  • While importing items into Enquiry, you have the option to enter rates directly in Excel for the line items being imported. If you wish to pick rate from priceless for a particular item, you have to leave the rate field blank.

  Article

Using OurSys Communication Tools Effectively

Many problems in organisations come from poor or delayed communication. Most companies rely on emails or WhatsApp. While emails are formal, searching through them is time-consuming. WhatsApp, on the other hand, is casual and not easy to track.

Read the full article

 

  Case Study

Colour Tagging for Documents

Customer Introduction:

Several customers faced a common challenge, which was effectively resolved through the introduction of colour tagging in OurSys.

Problem / Goal:

OurSys already provided additional fields through Attributes, but these were text-based and not visually intuitive. For example, customers often categorised enquiry stages as Enquiry, Quotation, Demonstration, Negotiation, and Finalisation. In addition, they wanted to quickly see whether a case was Hot, Warm, or Cold. Text alone did not allow for instant recognition, making it difficult to identify document status at a glance.

The Solution:

OurSys introduced a colour-coded square displayed alongside each document number. Customers can define their own colour conventions and assign specific meanings to each colour. When a user selects a colour for a document, it is consistently shown in the report, enabling quick and easy identification.

The Result / Benefits:

This feature provides a simple yet powerful way to visually classify and track documents, saving time and improving clarity.