What is Stock Management System?

What is Stock In ERP?

To ensure enough supply of goods storing product in warehouse is called stock.

Most of the distributor companies invest biggest part of their business capital in stock. Using TechBeeo ERP you can keep eagle-eye on product availability, movement, selling and buying as well.

To survive in this competitive market, you have to keep close eye on Stock Management System of your business. In modern world we can think something different that will reduce brain pressure and monitor our business dynamically.

Material Flow

There have three types of entry available:

  1. Purchase Receipt: Receiving good from supplier using Purchase Order
  2. Stock Entry: Moving item from one warehouse to another.
  3. Delivery Note: Product delivery to customer

Material Request

Material Request is a process when a product list is sent to higher authority by realizing the requirement of product.

When you go to “Explore>Stock>Stock Transaction>Material Request>New”, you will find the material request form.

Properties of this form are described below.

  1. Get Item From: Using this drop-down you can check the material request list like sales order, product bundle etc.
  2. Get Item From BOM: If item entry is done before Bill of Material, We will find the Item Request such way as well.
  3. Type: Type of Material Request can be mentioned here. Like Purchase, Material Transfer, Material Issue or Manufacturer you have to mention here.
  4. Table: Item Code, Quantity, For Warehouse, Required Date these are some common fields that you have to fill with data. If you click on “Get Items From” or “Get Items from BOM”, all the required fields will be filled automatically.
  5. More Information: In “Requested For” field, we can add the name to whom the requisition is granted.
  6. Printing Details: You can add letter head and printing head for business advantage.
  7. Terms and Conditions: If there has any condition, you can add this in Terms and Conditions field.

Stock Entry

Stock entry is an easy solution that helps to show product movement from warehouse to warehouse. You can add new stock entry from “Stock>Stock Entry>New

Purpose:

Stock entry people use for below purposes.

Material Issue: To exit product from stock.

Material Receipt: To add product in stock.

Material Transfer: To transfer product from one warehouse to another warehouse.

Material Transfer for Manufacturing: To transfer product from stock to industry to produce product.

Manufacturer: If stock has enough material to produce goods.

Repack: Creating new item from main item is known as Repack.

With the change of purpose, you will notice field change as well. You have to enter stock entry depending on your necessity.

Fill the below fields of the table:

Source Warehouse: You have to select a warehouse.

Target Warehouse: To transfer product from one warehouse to another warehouse.

Item Code: Short name of product.

Quantity: The numbers are measurable.

Additional Costs: If there has any cost included during stock entry, you can add here.

Delivery Note

Delivery note generates when invoice sent to warehouse. A copy of delivery note need to send in time of transport. Delivery note is a list of products that helps to update the stock. Delivery note entry and purchase receipt entry are quite similar. You can create new delivery form by going “Stock>Delivery Note>New”.

Fields of Stock Management System is described below.

Get Items From: Using this you can display Sales Order data in Item Description field.

Customer: If you have created customer, you can see here.

Customer PO Details: If you have old customer Purchase Order, you can see here.

Address and Contact: You will find customer information like contact information here.

Currency & Price List: What will be the default currency, you can mention here.

Item Description Field: You can add item description here.

Taxes & Charges: You can add government Tax Information here.

Additional Discount: You can add discount information here.

Terms & Condition: If there has any term & condition of transaction, you can mention here.

Transporter Info: You can add delivery vehicle information here.

More Information: If you want to store any extra information, you can add here.

Commission: Sales commission you have to add here.

Sales Team: You can add sales team information here.

After save and submit, you can create delivery note easily.

Purchase Receipt

Collecting the product using Purchase Order is known as Purchase Receipt. You can create purchase receipt directly. Use the path “Stock>Purchase Receipt> New Purchase Receipt”.

Get Items From: Using this Purchase Order will be filled directly to Items Description Table.

Supplier: You to select supplier name from the supplier list.

Supplier Delivery Note: You can add delivery invoice note here.

Address & Contact: You can add supplier contact information here.

Currency & Price List: Transaction currency should be mentioned here.

Items Description Table: In this table you will find few common field like Item Code, Accepted Quantity, Rate & Amount.

Taxes & Charges: You can add government Tax here.

Additional Discount: You can mention additional discount here.

Terms & Condition: You can mention terms and condition here.

Raw Material Supplied: You can mention Raw Material list in your warehouse.

Following the way, you can complete purchase receipt.

ERP Software এ Buying কি?

Buying কি?

TechbeeoERP তে Buying একটা Module যাকে বিভিন্ন Organization বিভিন্নভাবে ডাকে। কেউ কেউ বলে Purchase Department কেওবা Procurement Department যে নামেই ডাকুকনা কোনো এই Department কাজ প্রয়োজনীয় পণ্য সামগ্রী ক্রয় করা।হতে পারে Organization এর নিজের ব্যবহারের জন্যে অথবা ব্যাবসায়িক মুনাফার জন্যে ক্রয় করে।

TechbeeoERP তে Explorer এর বাম পার্শে সবগুলো Module আছে যার মধ্যে Buying একটা , এতে ক্লিক করলে নিচের মতো একটা  View page দেখা যাবে।

Setup :

TechbeeoERP তে Procurement department এর কাজের সুবিধার জন্যে Buying module এর সেট আপ, কোম্পানির নিজের মতো করে সাজায় নিতে হবে।

১। Buying Settings: এখানে Supplier Naming By এ Supplier name অথবা Naming series যে কোনোভাবে সরবরাহকারীকে চেনার জন্যে। Default Supplier Type এর মাধ্যমে সরবরাহকারী কোন টাইপের তা সিলেক্ট করে দেয়া যায় যেমন Electrical, Consumer, Pharmaceutical . আর Default Buying Price List সরবরাহকারীকে কোন Currency তে লেনদেন করবে তা নির্ধারণ করে দেয়া যায়।

২। Terms and Conditions Template: সরবরাহকারীর সাথে কি কি শর্তে লেনদেন চলবে তাএখানে বলে দেয়া যাবে।

৩। Purchase Taxes and Charges Template: একটা দেশের নিয়ম অনুযায়ী কোম্পানিকে কতটুকু Tax দিতে হবে তা টেম্পলেট আকারে Save করে রাখা যায়।

Purchasing :

Procurement management system এ যে কয়টা ধাপ আছে তা শ্র্রাণী আকারে বিশ্লেশন করি তাহলে।

১। Material Request : TechbeeoERP তে Buying module এর ভিতরে Material request এ ক্লিক করলে যে Page আসবে তার New button এ ক্লিক করলে নিচের মতো page দেখা যাবে।

এই form এর ভিতরে যে property গুলো আছে তা হচ্ছে

Series : এর মাধ্যমে সফটওয়্যার অটোমেটিক একটা Serial নম্বর generate করে।

Type : Material Request টা কি টাইপের হবে Purchase, Material Transfer, Material Issue, Manufacture কোন ধরণের হবে তা Select করে দিতে হবে।

Required Date : কবে আমার Material টা প্রয়োজন পরবে তার তারিক নির্ধারণ করে দিতে হবে।

নিচের টেবিলটাতে Item code : যে মেটেরিয়ালটার জন্য Order করবো তার এক বা একাধিক Item Row আকারে সাজাবো।

Quantity : কতগুলো করে Order করবো তা উল্লেখ করবো। For Warehouse : কোন warehouse এর জন্য তা নির্ধারণ করে দিতে হবে।

Required Date : কবে material টা লাগবে তা বলে দিতে হবে।

MORE INFORMATION : Requested For এর মধ্যে কার জন্যে Order করা হচ্ছে তা বলে দিতে পারি।

PRINTING DETAILS : যদি letter আকারে Order করতে চাই Letter Head এবং Print Heading দিয়া দিতে হবে।

TERMS AND CONDITIONS : যদি Material এরজন্য Terms and conditions থেকে থাকে তবে টেম্পলেট আকারে রাখা যাবে অথবা Description এ বর্ণনা করা যাবে।

উপরে উল্লেখিত ঘরগুলো পূরণ করলে Material request এর লিস্ট এ Pending আকারে দেখাবে। এখন পেন্ডিং আইটেম এর ভিতরে গেলে নিম্নলিখিত চিত্র দেখা যাবে।

উপরে ডানপার্শে Make button এবং তার নিচে Dashboard থাকবে তাতে পরবর্তী ধাপ কোনটা করতে হবে তা দেয়া থাকবে Request for Quotation, Supplier Quotation, Purchase Order . কোম্পানি system অনুযায়ী এই ধাপগুলো কেউ maintain করতেও পারে আবার নাও করতে পারে। সরাসরি Purchase order ও করা যেতে পারে।

কেমন করে সরাসরি Purchase Order করতে হয় তা আমরা এই পর্বে শিখবো :

Material Request তৈরী করে Save এবং submit করে , নিম্নলিখিত স্ক্রিনশর্তের মতো একটা ফর্ম পাবো যার ডান পার্শে কর্নারে Make Button থাকবে তাতে ক্লিক করলে –

Purchase Order, Request for quotation, Supplier Quotation দেখা যাবে , এই লিস্ট এরও পরিবর্তন হতে পারে।এই লিস্টই আপনাকে বলে দিবে আপনি পরবর্তী কোন কাজটি করবেন। তুলনামূলক ছোট প্রতিষ্ঠানের ক্ষেত্রে যিনি Material Request করে তিনিই Purchase Order করে থাকেন, সেক্ষেত্রে Purchase Order ক্লিক করলে, নিম্নলিখিত Page টি দেখা যাবে।

এই পৃষ্টার উপরের ডানপার্শে Add items from Button টা তে ক্লিক করলে Request Quotation পাবো। এখানে কেবল তৈরী করা Request Quotation select করলে Currency and price list এর ঘরে আইটেমগুলো চলে আসবে আর Supplier এর ঘরে সরবরাহকারীর নাম সিলেক্ট করে save করে submit করলে Purchase Order এর কাজ পূর্ণ হবে।

এখন  Purchase Order এর লিস্ট view তে এখনই করা Purchase Order টা দেখতে পাবো এবং status টা দেখবো To receive and bill মানে এর রেসিভ করা এবং বিল দাওয়া বাকি আছে।

কিভাবে Complex Purchase Order করতেহয়তানিম্নেআলোচনাকরাহলো :-

এই প্রকৃয়াটি সাধারণত তুলনামূলক বড়ো প্রতিষ্টানের ক্ষেত্রে প্রয়োগ করতে হয়, কারণ প্রতিটা ডিপার্টমেন্টে একাধিক কর্মচারী থাকে এবং তাদের কাজের পরিধিও ভাগ করা থাকে সেক্ষেত্রে প্রতিটি ধাপকে ভেরিফাই করে Procurement Process পূর্ণ করতে হবে।নিম্নে প্রতিটি ধাপ বর্ণনা করা হলো

১। Material Request : প্রতিটা ডিপার্টমেন্ট থেকে এবং স্টক থেকেও Material Request আস্তে পারে, একই ভাবে যা পূর্বে আলোচনা করা হয়েছে।

২। Request for Quotation : Procurement Department Material Request কে বিভিন্ন সর্বরাহীর কাছে Price Quotation চাইবে New Request for Quotation এগিয়ে উপরে ডানদিকে Get items from এ ক্লিক করে Material request select করতে হবে এরপর যেই আইটেমটার Quotation চাইতে হবে তাকে সিলেক্ট করতে হবে।তবে আইটেম এর ঘরে আইটেম কোড এবংকোয়ান্টিটি পরে যাবে।আর সর্বরাহকারির নাম এবং ইমেইল সিলেক্ট করে নিচের ছবির মত করে দেখা যাবে।

৩। Supplier Quotation : Supplier যে Quotation টা পাঠাবে ইমেইল অথবা অন্য কোনো মাধ্যমে তাকে Supplier Quotation save করতে হবে। নিচের চিত্র অনুযাই

৪। Purchase Order : এখানে আগের Purchase Order এর মতো করে সম্পন্ন করতে হবে।

What Is Selling In ERP Software?

ERP Item সম্বন্ধে কিছু কথা

Item কি ?

Techbeeo ERP তে Item হচ্ছে কোনো কোম্পানির Products বা Services এর তালিকা।উৎপাদন কোম্পানির Row materials অথবা Finish Goods সবই Item এর অন্তর্ভুক্ত।উদাহরণস্বরূপ বলা যেতে পারে Computer, Soap, oil, Flour, salt etc.

কিভাবে Techbeeo ERP software Itemtemplate তৈরি করতে হয় :

নতুন কোনো Item entry করতে গেলে , Global search এ New Item লিখলে অথবা ERP Explorer এর বাম পার্শে Stock module এর ভিতরে Item নামের একটা Field আছে। ঐটার উপর ক্লিক করলে নিচের Page টা দেখা যাবে।

or

এখানে যা আছে :

১। Item Code :এইখানে  Item টার একটা শর্টনাম দিতে হবে , যেমন Computer এর শর্টফর্ম comp দেওয়া যেতে পারে।এর সুবিধা যখন অনেকগুলো Item হবে তখন Item এর ঘরে শর্টফর্ম টাইপ করলে ঐ Item টা দেখাবে।

২। Item Name : Item এর পূর্ণ নাম লিখতে হবে। কিন্তু অবশ্যই লিখতে হবে এমনটা নয়।

৩। Barcode : Barcode থাকলে যদি Barcode Reader এর মাধ্যমে Product Item কে চিনতে হয় তবে Barcode number দিয়ে দিতে হবে।

৪। Item Group : Item group হচ্ছে প্রোডাক্টের Category যেমন Item টা Raw material, Consumer  product, Electronic, Computer, Cosmetic কিনা তা Select করতে হবে।

৫। Maintain Stock :নতুন Item create করার সময় Product এর যদি Stock থেকে থাকে তবে Check box টা Click করে স্টকের Opening balance , Selling Rate বসায় দিবো।

৬। Default Unit Measure : Item টা pcs, nos, lit, kg, etc কিসে হবে তা সিলেক্ট করে দিতে হবে।

৭। INVENTORY: এই Field এর ভিতরে অনেক গুরুত্তপূর্ণ তথ্য Inventory বিষয়ক instruction দেয়া যায়।

৮। Auto Re order :যদি Item এর Quantity শেষ হওয়ার আগে System কে জানাবে যে Item Stock থেকে বিপদসীমার নিচে নেমে গেছে , তবে এখানে Maximum Minimum Quantity দিয়ে দিতে পারবে।

৯। Serial Nos and Batches :যদি Item এর Serial nos, Batch number থেকে থাকে তবে এই ড্রপডাউন এর মাধ্যমে দিয়ে দিতে হবে।

১০।Variants : Item create এর ক্ষেত্রে Variants খুবই জরুরি উদাহরণ স্বরূপ Computer এর শ্র্রেনী বিন্যাস করতে গেলে Category, Brand, Processor, Color etc. এই Variants এর মাধ্যমে করা যাবে। Multiple Item create করার সময় আমরা বিস্তারিত জানবো।

১১। Purchase Details :এর মাধ্যমে Item টা purchase item কিনা, তার Default unit, Minimum Order Qty, Safety Stock নির্ধারণ করে দেয়া যায়।

১২। Suppliers Details : এখানে Supplier select এবংনতুন supplier create করে select করা যাবে।

এইভাবে আরো অনেক feature আছে যার মাধ্যমে একটা Item এর Details Information রাখাযায়।

আমরা এখন জানবো Multi Item কিভাবে তৈরি করতে হয় :

উদাহরণ স্বরূপ Soap Item এর multi variants তৈরী করবো কেমন করে তা নিচে আলোচনা করা হলো।

প্রথমেই Soap এর Template তৈরি করতে হবে। কিভাবে ?

New Item page খুলে নিচের Edit in full পেজ লেখার উপর ক্লিক করে Details format পেজ আন্তে হবে এবং নিচের field গুলো পূরণ করতে হবে।

১। Item Code : sanda (এখানে আইটেম এর শর্ট নাম দিতে হবে।

২। Item Name : Sandalina Soap

৩। Item Group : Shop

৪। Maintain Stock : Check box উঠায় দিতে হবে।

৫।  Variants : Has Variants এ চেক বাক্স ক্লিক করলে Item Attribute আসবে Add row ক্লিক করে Category_soap, Brand_soap, Size_soap, color_soap Attribute value add করতে হবে। আবার এদের sub attribute তৈরি করতে হবে প্রতিটা attribute এর ভিতরে Attribute value যেমন Category_soap এর Attribute value হবে Ber, Liquid. এইভাবে save করলে Item list এ Template আকারে দেখা যাবে।

৬।এখন Soap item open করলে Top right পার্শে Make button দেখা যাবে। এর dropdown এ Single Variant এবং Multi Variant পাওয়া যাবে।

৭। Single variant এর মাধ্যমে একটা item variant তৈরি করা যাবে নিচের প্রথম চিত্র অনুযায়ি।

৮। Multi Variant এরমাধ্যমেঅনেকগুলো item variant তৈরি করা যাবে নিচের দ্বিতীয় চিত্র অনুযায়ি।

What is ERP Software?

What is Selling in ERP Software?

Selling is a transnational activity that indicates the profit or loss when a product reaches to a customer. In Techbeeo ERP, you will find a “Selling” module that will help you tracking the selling condition. You will able to identify the selling position and what is the next step to complete the product selling. We can divide selling system in two different types.

  • Direct sell from stock & measure the profit loss before hitting the accounting department
  • Complex selling process

We will discuss both processes below:

  1. Easy Selling Process: If you go to “Selling” module from global search or using “Explorer” option, you will find a page like below image.

To add new entry, go to “Selling > Sales Order” and click on “New” button from the right top corner. You will find below options on newly appeared page like below image.

  • Customer: If you have previously created customer, you can use it easily. Otherwise you can create a customer using “Create New Customer” option.
  • Oder Type: You have to select sales, maintenance or shopping cart depending on sales type.
  • Date: You have to select selling date from this option.
  • Delivery Date: You have to select a convenient delivery date from this option.
  • Customer’s Purchase Order: You have to enter purchase order related information in this section.
  • Address and Contact: You can add contact address and contact number in this section. We will learn about “Territory” later.
  • Currency and Price List: Using this we can mention, what will be the default currency for the transaction? We are using Bangladeshi Taka as our currency; you can use any currency you want.
  • Taxes and Charges: Percentage of Tax can be set in this section.
  • Additional Discount: If there has any extra discount, you can add here.
  • Payment Terms: To sell any product, you can set few terms using this option.
  • Terms & Conditions: To set terms and condition for individual products, you can use this option.
  • More Information: You can add additional information here.
  • Printing Details: Using this option, you can add printing head and letter head.
  • Billing and Delivery Status: You have to set this option.
  • Commission: If you want to set any commission on sale, you have to set in this option.
  • Sales Team: Company who sales product using sales team, they need this option.

After adding all information you have to save and submit and you will find it on sales order list. Its status will be “To deliver & bill”.

Inside the option you will find “Make” button, you have to click payment option and you will find below page. You can select the mode of payment. Then you have to save and submit the form. Now the status will be changed to “To Deliver”.

If you enter in this option, you can select delivery option. Then you will find delivery form. Now save and submit the form. Now the status will be completed and you will get notification “Sales Order Complete”.

  1. Complex Process of Selling System: In TechBeeo ERP, all organizations are large, if there has multiple divisions and work multiple employees. In this term, if you apply complex selling process, work efficiency will increase.

Quotation: When a customer sends an inquiry to supplier to about product price, this is considered as quotation. A customer can submit quotation like below image.

You will find below fields in this form.

  • Quotation To: To whom the quotation is generated you have to select the name. It can be for lead owner or customer as well.
  • Customer: Customer name should be mentioned here.
  • Date and Valid Till: Quotation date and how many dates it will stay valid, you have to select a date.
  • Order Type: You have to select order type from sales, maintenance and shopping card.
  • Address and Contact: You can input customer details and contact information here.
  • Currency and Price List: Default currency for transaction you have to set here.
  • Taxes and Charges: You have to set tax percentage as per government rules and regulations.
  • Additional Discount: If you want to allow extra discount, you have to set here.
  • Payment Terms: If there has any terms and condition of selling, you can set it here.
  • Print Settings: You have to set print setting here.
  • More Information: If there has any other information, you have to set it here.

After filling all necessary information, you have to save and submit the form.

In similar way, open a new sales order and fill all necessary fields. After save and submit, you will find Make button. After filling all necessary steps, your sales order will be completed. You need to go through a process like invoice, payment and delivery. In every step you have to save and submit.

How to Create New Supplier in ERP Software?

ERP supplier is a module that allows us adding Supplier in our ERP software. After login in Techbeoo ERP homepage, you will notice “Explorer” option. Inside the Explorer, you will find all modules arranged on the left side. If you click on the Buying module, you will find Supplier inside the buying module.

supplier

If you click on “New” button in the top right corner, you will find a page like below image.

Note: You have to click on “Edit in full page” in the box appeared.

supplier page edit

You have to fill some necessary information listed below.

Supplier Name: You have to provide supplier name here.

Supplier Type: Supplier type basically represents the category of suppliers. You have to create suppliers before you use. Once created, you have to select the supplier type from the list.

Country: You can select supplier’s country name from the drop-down list.

Print Language: If necessary, you can choose the printing language. Your document will be translated & printed in that language.

Tax ID: If you have any Tax information, you can include that in this section.

Currency & Price List: What currency will be used for a transaction between supplier and buyer, you can set it here.

Credit Limit: Credit limit refers to transaction limit. You can set Credit Limit for every supplier.

Default Payable Accounts: What accounting head will be used as default transaction account to perform any transaction with the supplier, you can set it from here.

More Information: If you have any extra information to add, you can add here.

Address & Contacts: You can add supplier contact details here.

After adding all necessary information, if you click on Save button, New Supplier will be added to your supplier list. You can use the supplier for your next use when you place a purchase order. In case you don’t know, how to create purchase order? You can read the below article.

What is Buying in ERP Software?

What is Buying in ERP Software?

What is buying?

In Techbeoo ERP, Buying is a module that is known by various names in different organizations. Few call it “Purchase Department” and others call “Procurement Department” to understand. But whatever the name is, its duty is buying necessary goods for self-use or business profit.

From your Techbeeo ERP module, go to “Explorer>Buying”. You will find a page like below image.

ERP Buying Option

Setup:

You will find few different options inside the buying module. Among them “Setup” is an option that we will learn first for the ease of use. In setup option there have three different sub-options like below:

  1. Buying Settings
  2. Terms & Conditions Template
  3. Purchase Taxes & Charges Template
  • Buying Settings: To identify the supplier, you have to input “supplier naming”. You will find two different options like Supplier Name or Naming Series. Select a convenient one from this two options.

    buying settings in ERP Software

 

You can add Default Supplier Type like Electrical, Consumer, Pharmaceutical or any other you want. You will find another field “Default Buying Price List” that allows you to set transaction currency.

If you want to sell products in local currency like BDT (Bangladeshi Taka), INR (Indian Rupee), you can do this.

  • Terms & Conditions Template: You can write the deal between supplier and company here.
  • Purchase Taxes & Charges Template: According to country rules how much Tax you have to pay, you can write here.

Purchasing :

After the setup option, you have to work on “Purchasing” option. There have few different options available in this option as sub-option.

Purchasing option in ERP

  1. Material Request
  2. Request for Quotation
  3. Supplier Quotation
  4. Purchase Order

Material Request: Our first sub-option under the buying module is “Material Request”. In the top right corner, you will find “New” button.

If you click on “New” button, you will find a page like below page.

material request

 

You will find below-mentioned properties in this form.

  1. Series
  2. Type
  3. Required Date
  4. Item Code
  5. Quantity
  6. For Warehouse
  7. More Information
  8. Printing Details
  9. Terms & Conditions

Series: Using this function, the software automatically generates a serial number.

Type: You can select a material type from Purchase, Material Transfer, Material Issue, and Manufacturer.

Item Code: From the table, click on “Add Row” and you will able to add Item Code, Quantity, For Warehouse and Required Date. You have to add Item Code, Quantity and Warehouse name. The required date is a date when you need the product.

More Information: You can mention who requested the product in more information option.

Printing Details: If you want to print the order, you have to add Letter Head and Printing Heading.

Terms and Conditions: If there have any terms and condition of purchase, you can add this as template or description. Then you have to save and submit the information for future reference.

If you fill all above fields, you will find a pending item in “Material Request” list. If you go to pending item list, you will find a page like below image.

In the top right corner, you will find “Make” button. Beneath you will find the dashboard. You will find few options in dashboard section like Request for Quotation, Supplier Quotation, and Purchase Order. Depending on company requirement, you can use those options or not. You can complete “Purchase Order” directly.

In this step, we will learn how we can complete “Purchase Order” directly.

In the previous step, we already learned how to create Material Request. If you save & submit the “Material Request” you will find a page like below image. In the top right corner, if you click on “Make” button, you will find few common options like Request for Quotation, Supplier Quotation, and Purchase Order.

This list is changeable depending on company size. The list will give you direction, what should you do? In small companies, the person who created “Material Request”, also place the “Purchase Order” as well. You just click on “Purchase Order” button to place the purchase order.

If you click on the purchase order, you will find below page on your computer screen.

erp software purchase order

 

In this page, you will find “Add Items from” button. If you click on this button, you will find “Request Quotation” option. You will find all recently added “Request Quotation” here. You have to select anyone you need.

After that, you have to set Currency and Price. After selecting the supplier name from the drop-down list, you have to save and submit the form. This is the process to complete the “Purchase Order”.

If you go to “Purchase Order” list, you will find recently added item with its status. If the status is “To receive & bill” that means the item is received already and need to pay the bill.

How to Create Complex Purchase Order?

This process is applicable for comparatively large organizations. Because Every single department has multiple employees who have fixed different works. Completing the procurement process verifying every step is complex work. Steps of creating complex purchase order are given below.

  1. Material Request: We already discussed how to create Material Request. In the same way, you can receive Material Request from multiple departments.
  2. Request for Quotation: After receiving a Material Request, Procurement department will ask for a quotation from different suppliers. Go to “Request for Quotation” and then click on “New” button at the top right corner.
    On the newly arrived page, you will notice “Get Items from” in the top right corner. Click on this button and select “Material Request” from the drop-down box.
    If you select an item name, this will automatically fill some information and you need to fill some information You will notice a page like below image.
  3. Supplier Quotation: If the supplier sends any quotation via email or using any other media, you have to save that quotation on his personal database (Person or Company Name) like below image.
  1. Purchase Order: We already discussed how to complete Purchase Order. You have to follow the same process after getting the quotation from suppliers.

Following above mentioned steps, you can buy products for your company. Before you purchase any goods for your company, you have to create an item in ERP Software. If you don’t know how to create an ERP Item, you can read below article.

How To Create an Item in ERP Software?

How to Create Item in ERP Software?

What is an Item?

In Techbeeo, Item is the list of products or services of a company. Raw material or produced goods, all are included under the company item.

For example, if you are an owner of retail shop, then you have some products in your shop like soap, oil, salt, sugar, rice and many. All of them are considered as item in term of Techbeeo ERP.

How to Create Techbeoo ERP Software Item template?

To create new item in your ERP software, first of all you have to create an Item Template. You can create Item Template using two different methods.

If you write “New Item” in search box you will find a field as drop-down. Use this option to create new item in your ERP software.

create erp new item

 

You can use “Explorer” option of your ERP software to create new item as well. Follow the path “Explorer>Stock>Item”. If you click on “Item” module, you will find below page.

 

Continue reading “How to Create Item in ERP Software?”

Top 20 Software Development Company List 2018 (Updated)

In the age of information & technology, software plays a vital role to make our life smart and simple. A software can help you minimize your hard work and multiply you’re afford a few time more. Thus modern people are highly interested to develop software for daily use.

ERP Software, Inventory Management Software, Account Management Software, Human Resource Management Software, Invoice Management Software, Retail shop Management Software, Desktop Software, Mobile Application Software are some common types of software that people develop for personal use and commercial use as well.

Software development company or software developer helps you developing custom software for your business or personal use. If you are searching software development company list, you can check this list.

We have tried to add an unbiased review about software companies all over the world to assist people who want to develop different kind of software for their company or business.

In this article, I will cover 20 best software development companies who develop affordable price software.

Top 20 Popular Software Development Company Lists – Updated May 2018

Techbeeo LogoTechbeeo Software Company Ltd: Techbeeo is a leading software development company who develops ERP Software, Inventory Management Software, Account Management Software, Human Resource Management Software, Invoicing Software, Retail Shop Management Software, Textile ERP Software, Desktop Software and Mobile Application Software as well.

Techbeeo started its journey in 2012 officially and developed thousands of custom software for many different companies. Techbeeo concentrates on quality, user comfort, and flexibility when developing any software. Techbeeo has developed few important projects for USAID, World Vision, Care International and Bangladesh Army. If you have any software development related query, you can contact Techbeoo Developer team.

Website: http://techbeeo.com/


Datasoft LogoDataSoft Software Development Company: Capability Maturity Model Integration (CMMi) is a quality assurance system for software developers. CMMi is situated at Carnegie Mellon University, the USA who measures the maturity level of software. DataSoft Software Development Company is CMMi Level 5 software Development Company from Bangladesh.

Datasoft awarded superbrands global media award for communication and publishing business. Datasoft is also ISO 9001 certified company that ensure international quality management system. Datasoft develops custom software for small and large companies. You can contact datasoft if you have any query related to software development.

Website: http://www.datasoft-bd.com


Continue reading “Top 20 Software Development Company List 2018 (Updated)”