Help of Gluon ERP Purchase

Transcription

1 Help of Gluon ERP Purchase Contents STEP: 1 Purchase Demand... 2 STEP: 2 Purchase Order... 4 STEP: 3 Goods Receiving Note... 6 STEP: 4 Purchase... 8 STEP: 5 Purchase Return STEP: 6 Purchase Order Status STEP: 7 Purchase Demand Status STEP: 8 GRN Status STEP: 9 Add New Vendor STEP: 10 Summary of Purchase Invoices (P01) STEP: 11 Summary of Purchase Return (P02) STEP: 12 Purchase Detail with Weight (P03) STEP: 13 Item Expiry Date (P04) STEP: 14 Vendor Payables (A13) STEP: 15 Import Ledger (P10) STEP: 16 Purchase Invoice Summary (P05) STEP: 17 Invoice Aging Report (A23) STEP: 18 Purchase Daily Working Report (P06) STEP: 19 Purchase Item Summary (P07) STEP: 20 Comparison Monthly Purchase Summary (P08) STEP: 21 Advance Payment against PO (P09) STEP: 22 Tax Deduction Detail (P11)

2 STEP: 1 Purchase Demand Purchasing is the formal process of buying goods and services. The purchasing process can vary from one organization to another, but there are some common key elements. To open Gluon ERP, double-click the gluon ERP icon on your desktop (or choose it from the Windows Start menu), then sign in with your password. Go Gluon module select Purchase and then Purchase Demand. WRT Figure 1 Figure 1 A. Document number is system generated number. B. A company has different projects select a project against which you can make a purchase demand. C. Select a vendor name from list for purchase demand we can make a purchase demand without vendor. D. Select a sales order from given list. E. We can select and item by its name or code depend on you. F. Add item quantity in given box for purchase demand. G. Click on plus sign then it will show you in grid view. H. Click on save button then purchase demand will be save in your record. I. If you want to make a new purchase demand repeat this process again. J. We can load a cost sheet click on that button and select item name and its quantity. K. We can add a new item according to our requirement select add new item its name, code and its quantity and then save your new item will be save. 2

3 3 L. For further use click on history button you can edit, delete, update and take a printout of your desired. M. You can set a SMS template according to your requirement. N. If you want to attach a document click on attachment and select anyone from your system.

4 STEP: 2 Purchase Order A purchase order is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers. Go Gluon module select Purchase and then Purchase order. WRT Figure 2 Figure 2 A. Doc number is system generated number, select date according to your schedule. B. Select a vendor name from list vendor is an enterprise that contributes goods or service. C. Select an item by its name or code. D. Add quantity and current rate of that quantity of selected item. E. Click on plus sign then your item will show you in grid. F. Click on save button then your item will save permanently in your record. G. Click on new button to add a new purchase order and repeat the above process again. H. For refresh your page. I. If you want to add a new item click on that button and write item name and its quantity and add. J. You can add a letter of credit click on that button and fill up required information. K. You can load a sale order click on that button and select order number and then press load button. L. Check your payment schedule click on that button it will show you your payment schedule. M. You can set a SMS template according to your requirement. N. If you want to add a document with your purchase order then simply click on that button and add your document. O. Print with image mean you can take a printout with item image. 4

5 Figure 3 WRT Figure 3 Click on history button a screen like above will display on your screen, you can see all saved items. P. If you want to any change select that and click on edit button or double click on that and after that click on update button for save this change. Q. To take a printout of you history items. R. If you want to delete anyone select that and press button delete. 5

6 STEP: 3 Goods Receiving Note Record of goods received at the point of receipt. This record is used to confirm all goods have been received and often compared to a purchase order before payment is issued. Go Gluon module select Purchase and then Good Receiving Note. WRT Figure 4 Figure 4 A. GRN number is system generated number. B. Select a seller name from given list you can choose your desired one. C. A company has different projects select a project from given list it is not necessary for GRN. D. Select item you can select item by its name or code then add its quantity. E. After that click on plus sign then your GRN will save in list. F. If you want to save it permanently click on cave button. G. Click on new button to add a new GRN and repeat the above process again for new one. H. For refresh your page. I. You can set a SMS template according to your requirement. J. If you want to add a new item click on that button and write item name and its quantity and add. K. You can add a document from your system click on attachment button. L. You can add a new vendor select his account and write his name in given field. 6

7 Figure 5 WRT Figure 5 M. If you want to any change select that and click on edit button or double click on that and after that click on update button for save this change. N. If you want to take a printout click on that button. O. If you want to delete select and delete that item. P. You can load all history click on that button. Q. Search a specific GRN type name in search field. 7

8 STEP: 4 Purchase Purchasing refers to a business or organization attempting to acquire goods or services to accomplish the goals of its enterprise. Though there are several organizations that attempt to set standards in the purchasing process, processes can vary greatly between organizations. Go to Purchase menu and select Purchase. WRT Figure 6 Figure 6 A. Purchase number is system generated number. B. Select a vendor name from given list. C. You can select your desire project there are many project in a company. D. Add item by click on that button if you want to new one then click on new item button. E. You can set item quantity and its price according to your requirement. F. Click on plus sign then your item will save in list like above figure. G. Click on save button your entry will permanently save in record. H. If you want to enter a new Purchase click on new button and repeat above process again. I. Refresh your page click on refresh button. J. If you want to add a new item click on that button and write item name and its quantity and add. K. You can add a document from your system click on attachment button. L. You can load receiving notes select vendor and receiving number and click on load button. M. Set a SMS template according your requirement click on that button. 8

9 Figure 6 WRT Figure 6 You can add expense on purchase screen click on that button. N. Select account and expense amount. O. Click on plus sign you expense is add in below list you can see in the above figure. After that click on save button on top of the screen and expense is saved. WRT Figure 7 Figure 7 You can make a cash payment on purchase screen click on cash payment button P. Select a payment method which you desired you can pay through cash or bank. Q. If you select bank then select bank name and its branch. R. Enter amount you want to pay. Click on save button which is on the top of screen then your cash payment is save. 9

10 STEP: 5 Purchase Return Go to purchase menu and select option Purchase Return. WRT Figure 8 Figure 8 A. Select a vendor name from list. B. When you select a vendor name then select a purchase number against that vendor. C. You will see the purchase of that vendor in grid. D. If you want to purchase return of that vendor then click on save button your purchase is returned. 10

11 STEP: 6 Purchase Order Status Select option Purchase order Status from purchase. WRT Figure 9 Figure 9 A. Select a specific time period. B. Select your order status is that open, close or all. C. Select your vendor name from given. D. Click on search button it will show you all purchase order status of that vendor. E. If you want to add a new then click on new button. F. For save click on save button. G. Select Status. 11

12 STEP: 7 Purchase Demand Status Go to Purchase menu and Select option purchase demand status. WRT Figure 10 Figure 10 A. Select a specific period. B. Click on show button your purchase demand is display in list C. Select anyone from them click in check box. D. Click on save button then your purchase demand is saved. E. If you want to save a new one repeat this process again. F. Select status open and closed its depend on you which you required. 12

13 STEP: 8 GRN Status Now go to Purchase menu and Select option GRN Status. WRT Figure 11 Figure 11 A. Select a specific period. B. Choose your status. C. Select your vendor name from given list. D. Click on search button then you will see GRN status of that vendor in grid. E. For add a new one. F. For refresh Purpose. 13

14 STEP: 9 Add New Vendor Go to purchase menu and Select option Add New Vendor. WRT Figure 12 Figure 12 A. There are different heads in Account you can choose a head according to the situation. B. Write a name in given field. C. For save in your record click on save button. D. If you want to erase then click Reset. 14

15 STEP: 10 Summary of Purchase Invoices (P01) Go to Purchase menu and Select option Summary of Purchase Invoice. WRT Figure 13 Figure 13 A. Select a cost center from given list. B. There are much more vendor in that list you can easily choose according to your requirement. C. Select a specific period of time and start to end date. D. Click on show button then your record is display on your screen like below. 15

16 STEP: 11 Summary of Purchase Return (P02) Go to Purchase menu and Select option Summary of Purchase Return. WRT Figure 14 Figure 14 A. Select a cost center from given. B. Select a vendor from given list. C. Select a specific period. D. Click on show to see the report. E. If you want to take a printout then click on that button. 16

17 STEP: 12 Purchase Detail with Weight (P03) Go to Purchase menu and select option Purchase Detail with Weight. WRT Figure 15 Figure 15 A. Select a time period and date according to your schedule. B. Select a vendor according to your requirement. C. Choose a type. D. After that click on Generate button then you will see the report in grid view. 17

18 STEP: 13 Item Expiry Date (P04) Go to Purchase menu and Select option Item Expiry Date. WRT figure 16 Figure 16 Simply Click on Item Expiry Date then its report will display on your screen you can easily see the expiry date of all items. 18

19 STEP: 14 Vendor Payables (A13) Go back to Purchase menu and Select option Vendor Payables. WRT Figure 17 Figure 17 When you click on Vendor Payables then its report will display on your screen. A. If you want to refresh your page click on that button. B. To take a printout of your record click on that button. C. If you want to set a layout according to your requirement then you add a new layout. 19

20 Figure 18 WET Figure 18 D. Write a name of your format. E. You can select any values according to your Requirement. F. Add a new Template Aging Balance. G. You can easily edit your record double click on that button. H. If you want to save that aging simply click on save button then you entry will save. I. If you want to delete anything click on delete button. 20

21 STEP: 15 Import Ledger (P10) Go to Purchase menu and select option import Ledger. WRT Figure 19 Figure 19 A. Select a period of time and date according to your requirement. B. Select a vendor from given list. C. In bank choose your bank name. D. Select your Document type which type of document you want to use. E. Import Ledger by its vendor click on that radio button. F. After all this click on show button then you will see the report like below. Figure 4 21

22 STEP: 16 Purchase Invoice Summary (P05) Go to Purchase Invoice and select option Purchase Invoice Summary. WRT Figure 20 Figure 20 A. Select a period from given list and date according to schedule. B. Choose a cost center. C. Select your company from there. D. Choose your vendor. E. After all this click on show button then purchase invoice summary will display on your screen. 22

23 STEP: 17 Invoice Aging Report (A23) Go to Purchase menu and select option Invoice Aging Report. WRT Figure 21 Figure 21 A. Select a Template Aging. B. Select a company name from that list. C. Click on show button then you will see the report like below. D. For further use click on result button then you will see the all entries. Figure 5A 23

24 STEP: 18 Purchase Daily Working Report (P06) Go to Purchase menu and select option Purchase Daily Working Report. WRT Figure 22 Figure 6 A. Select period and date which you desired. B. Select all account on click on that button. C. Choose Retail price form given. D. Click on Generate button, you will see the report in grid view. 24

25 STEP: 19 Purchase Item Summary (P07) Go to Purchase menu and select option Purchase Item Summary. WRT Figure 23 Figure 7 A. Select a period from given like current month, choose start to end date. B. Click on show button then purchase item summary is display like below figure. 25

26 26

27 STEP: 20 Comparison Monthly Purchase Summary (P08) Go to purchase menu and Select option Comparison Monthly Purchase Summary. WRT Figure 24 Figure 8 A. Select a year for Comparison. B. Select one month and then select another to compare them. C. Click on show button then you will see the comparison. Comparison Monthly Purchase Summary Figure 9 27

28 STEP: 21 Advance Payment against PO (P09) Go to Purchase menu and Select option Advance Payment against PO. WRT Figure 26 Figure 10 A. Select a vendor. B. Select a period from given list. C. Click on Show button then you will see the result. 28

29 STEP: 22 Tax Deduction Detail (P11) Go to Sales Menu and Select option Tax Deduction Detail. WRT Figure 27 Figure 11 A. Select a date from calendar. B. There are two button you can select one of them to see the Tax deduction Detail. C. Click on show button to see result. Figure 12 29