Refer CLD & ERD

Reports
Salesman wise sales performance report
Product wise sales report
Customer wise enquries
Engineer wise bills - performance
Customer wise quotation negotiations - statement
Customer wise sales
Sales reports - quarterly - half yearly - yearly
Client wise pending orders
Client wise pending invoices
Aging analysis
Weekly calls - completion report
Call schedule
Daily collection report

Outputs
Quotation Order Acceptance DC Invoice
Proforma Invoice Reminder Letter Bill Receipt

List of Files
Enquiry (2)
Sales return Note(2)
maintenance Call (2)
Payment Receipt
Sales man
Product / Item Master Quotation (2)
Order acceptance (2)
Dispatch Schedule(2)
Invoice (2)
Service Engineer Sales order (2)
Delivery Challan (2)
reminder letter
Bill
Dispatch Note

Important Files
Sales order (Header)
SO Code
Total Amount
Sales return no.
Terms and conditions So Date
Cancellation Flag
Amendment flag Customer Code (FK)
Quotation Code(FK)
Dispatch schedule no.

Sales order (Details)
SO Code
Item Code
packing remark
Quantity ordered
Qty amended
Quantity dispatched Customer Code (FK)
Quotation Code(FK)
Rate

Manufacturing Industry - Working

Salesmen - marketing agents (marketing department) - Sales department promotes products using various advertising medias.
Customer makes enquiry - in person - telephone - email - web site etc.
Quotation is raised against the enquiry made by the customer. Some times price list or catalogs are presented to provide product details.
Follow up letters to get the order.
Quotation negotiations - may be number of quotations
Get the order - legal document - with payment, delivery dispatch, packaging terms and conditions.
In case of tailor made jobs customer gives design or drawing details - or engineering department provides design or drawing.
Go through all the details of sales order and send order acceptance.
Forward sales order to production department where order will be divided into various jobs.
Each job requires some material - material can be raw material, semi finished material or finished goods.
Production or assembly department sends 3 documents to stores department
1. BOM (Details of the items required to manufacture 1 finished product)
2. Convergen sheet
3. Material requirement note
If Material is available (in stock) then
Stores department issues the required material along with a document called as MIN (Material issue note) to the production or assembly department.
Production department produces the finished goods and sends it back to stores with a document called as RPN or production note. This note includes details of finished products, semi finished goods and byproducts.
Production department also returns back excess, damaged or faulty material to the stores along with MRN (material return note).
Else
Stores department raises a purchase indent against purchase department to purchase the material.
Purchase department consolidates all such purchase indents - makes enquiry in the market - accepts quotations from various suppliers - selects the supplier and raises the purchase order.
Supplier sends the material against the purchase order along with DC (duplicate) to stores.
Stores prepares GRN (Goods Receipt Note) and sends it to inspection department along with goods.
Inspection department inspects the goods considering quality aspects and prepares GRIN (Goods receipt inspection note) in triplicate. GRIN shows quantity received, quantity accepted and quantity rejected.
One copy and the inspected material goes to stores to update the stock, second copy to purchase and third goes to accounts for payments to the supplier.
Stores prepares MRjN (Material rejection note) in name of supplier and sends back the faulty material to supplier .
In some cases supplier makes replacements for which again inspection is made and stock is updated.
End if