Inventory, Purchasing, Sales & Production

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1. StockControl (Inventory) 2. Purchasing 3. Sales 4. Production

1

StockControl (Inventory)

Full inventory feature-set: master data, transactions, reporting and inventory tools — all items listed with short descriptions.

1.1 MasterData

StockControl: Central module coordinating all inventory functions.
MasterData: Core reference data used across inventory processes.
Stores: Manage physical and virtual warehouse locations.
Units Types: Define unit measurement groups (e.g., weight, length, piece).
Units: Individual measurement units (kg, pcs, meter) linked to items.
Prices Types: Different price categories (cost, retail, wholesale).
Item Category: Classify items into hierarchical categories for reporting.
Items Brands: Manage brand attributes linked to items.
gender: Attribute for gender-specific items (if applicable).
Items Seasons: Season attribute (e.g., Spring, Summer) for assortment planning.
Item Sizes: Specific sizes within size categories.
Items Countries: Country of origin or applicable markets per item.
Items First Materials: Primary material composition of items.
Items Second Materials: Secondary material composition.
Model: Item model identifiers for product families.
Model Shapes: Shape/style attributes for models.
Items Batches: Batch tracking for expiry and traceability.
Items Tree: Hierarchical view of BOMs or item relationships.
Fix Duplicate Items: Tool to detect and merge duplicated records.

1.2 Transactions

Opening Balances: Initialize stock levels at go-live or period start.
Good Receipt Notes: Record incoming goods from suppliers.
Material Issue Request: Request materials for production or consumption.
Material Issue Vouchers: Issue materials out of stores to users or production.
Stores Settlement Vouchers: Documents for settling store transactions.
Stores Settlement Replace: Handle store settlement replacements and corrections.
Store Takings: Physical stock take entries and results.
Partial Store Takings: Cycle count entries for partial counts.
Store Transfer Request: Initiate a transfer request between locations.
Store Transfer Vouchers: Documents for stock movements between stores.
Receive Store Transfer: Confirm receiving transferred stock in destination store.
Auditor: Access and audit tools for stock transactions review.
Departments Returns: Record returns from internal departments.
Clients Departments Returns: (repeat) returns report for client departments.
Clients Returns: Record customer returns into inventory.
Suppliers Returns: Record returns to suppliers from stores.
Suppliers Returns By Supplier: Filtered supplier return reports per supplier.
Store Revaluations: Update item values in inventory (reprice/revalue).

1.3 Reports

Item Card: Detailed ledger per item showing movement history.
Item Card Serial: Serial-numbered item card for traceability.
Item Card With Price: Item ledger including unit pricing details.
Item Balance: Current balance view per item and store.
Store Balance: Overview of stock valuation by store/location.
Store Balance Sales Price: Stock valuation using sales price rules.
Store Balance Sales Price And Cost: Combined view of price and cost per stock.
Items: Master list of all items in the system.
Items No Enough Qty In Main: Flag items with insufficient main-store qty.
GenerateBarCode: Create barcode labels for items/BOMs.
Good Receipt Notes Not Invoiced: Received goods awaiting supplier invoice.
Material Issue Vouchers Not Invoiced: Material issues awaiting client invoice.
Batch Inquiry: Search and inspect batch-specific details.
Discount: Reports or tools related to item discounts.
Store Transfer: Track transfer movements between stores.
Vouchers Cost: Costing details for vouchers Type.
Item InActive: List of items marked inactive.
Item Card By Purchase Invoice: Item movements linked to a specific purchase invoice.
Stock Movement: Movement log across stores and periods.
Store Transfer Vouchers: Transfer documentation report list.
Clients Returns: Report of client-returned items and quantities.
Departments Returns: Internal returns from departments back to store.
Departments Issue With Cost: Departmental issues including cost posting.
Items Prices With Cost: Item price list displayed alongside cost values.
Store Transfer Suggest Inquiry: Suggested transfers based on stock levels.
Store Incoming: Incoming stock overview and pending receipts.
Stores Settlement Cost Follow up: Monitor settlement costs and discrepancies.
Store Taking With Cost: Stock take entries including costing impact.
Stores Settlement Vouchers: Settlement documents for store reconciliations.
Clients Issue: Issue items to clients or client-specific allocations.
Item Card Color Size: Item ledger with color-size matrix details.
Departments Returns With Prices: Department returns listing with price values.
Clients Issue With Cost: Client issues including cost breakdown.
Clients Returns With Prices: Client returns showing price information.
Suppliers Returns With Prices: Supplier return listing with price/cost details.

2

Purchasing

Complete purchasing workflow and reporting — suppliers, requests, orders and invoices .

2.1 MasterData

Suppliers: Supplier records and contact/payment terms.
Expenses: Purchase-related expense types and allocations.

2.2 Transactions

Purchase Request: Internal requisitions for needed items.
Quotations Request: Ask suppliers for price quotes.
Quotations: Supplier quotations management and comparison.
Purchase Orders: Official orders placed to suppliers.
Purchase Invoice: Supplier invoices recording and matching.
Invoices Payments: Record payments against purchase invoices.
Supplier Debit Note: Adjustments or debits raised to suppliers.

2.3 Reports & Tools

Purchase: High-level purchase summary dashboard.
Supplier Statement: Statement of account per supplier.
Purchase Not Receipt: Orders placed but not yet received.
Invoices: Purchase invoice listing and details.
Purchase Taxes: Tax reporting and VAT on purchases.
Purchasing Requests Without Orders: Requests pending conversion to orders.
Suppliers Payments Methods: Setup of available payment methods per supplier.
Quotations Comparison: Side-by-side supplier quote comparison tool.
Credit Aging: Supplier aging analysis report.
Invoices Payments: Payment history and reconciliation reports.
Orders FollowUp: Track order status and expected receipts.
Purchase Requests: List of purchase requests and statuses.
Purchase Orders: Order list with status and delivery tracking.
Item Balance Under ReOrder Level: Items below reorder thresholds.
Purchase Dashboard: Visual KPIs for purchasing team.
Purchase Virtual Qty: Virtual/committed quantities view.
PSInvoices Expenses: Post-sales invoice expense tracking.

3

Sales

Client management, quotations, sales orders, invoices, collections and sales analytics.

3.1 MasterData

Clients: Customer records, credit terms and contacts.
Seasons: Seasonal tagging for product promotions/sales.

3.2 Transactions

Quotations: Sales quotes prepared for clients.
Sales Order: Confirmed customer orders to be fulfilled.
Sales Invoice: Invoicing sales and recording revenue.
Invoices Payments: Customer payment entries and receipts.
SL Invoices Group: Group invoice functionality for consolidated billing.
Client Credit Note: Issue credit notes to adjust invoices.
Clients Debits Payment: Track client debit payments and adjustments.
Client Credit Note: (repeat) credit adjustment tool for clients.

3.3 Reports & Panels

Sales: Overall sales summary and KPIs.
Client Statement: Statement of account for a client.
Sales Taxes: Tax reports for sales transactions.
Sales Not Issued: Orders or shipments awaiting invoice issuance.
Invoices: Sales invoice listing and detail view.
Quotations Not Invoiced: Sales quotes not converted to invoices.
Client Price Types: Price categories per client or group.
Client Statement: (repeat) account statement per client.
Client Supplier Statement: Cross statements for clients who are also suppliers.
Item Quotations: Quotes per item for comparison or record.
Debt Aging: Aging report for outstanding customer balances.
Sales Cost: Cost of goods sold and margin analysis.
Sales Men Sales: Sales Men performance per salesperson.
Sales Men Sales With Cost: Sales Men performance including cost impact.
Clients Sales Analysis: Breakdowns of client purchasing behavior.
Invoices Cost: Invoice-level costing and profitability.
Items Offers Evaluation: Evaluate promotional offers impact on items.
Client Supplier Statement: (repeat) combined client-supplier statements.
Invoices Payments: Report of payments against invoices.
Sales Orders FollowUp: Monitor order fulfillment progress.
Sales Virtual Qty: View of virtual/committed sales quantities.

4

Production

Production setup, BOMs, lines, stages, machines, shifts, requests, production orders and follow-up tools.

4.1 MasterData

Production Expenses: Define expense types for production costing.
Lines: Production lines configuration and capacities.
Stages: Production stages or operations in a route.
Items Cataloge: Catalog of items used in production (raw/finished).
Departments: Production departments and responsibility centers.
Items Cataloge: (repeat) item catalog reference.
Departments: (repeat) departments involved in production.
Employees Wages: Wage definitions used for production costing and payroll allocation.

4.2 Transactions

Production Requests: Request to start production for items/orders.
Productions: Production order creation and execution records.
Productions Fees: Fees or additional costs tied to productions.

4.3 Reports & Follow Up

Request Analysis: Analyze production requests and backlog.
Material Requirement: Calculate materials needed for production plans.
Production Requested Items: Reporting on requested components for production.
Stage Not Completed: (repeat) follow-up on incomplete stages across orders.
Not Delivered Requested Items: (repeat) items pending delivery to production.
Item Productions Qty: (repeat) quantities produced summarized for analysis.
Item Balance: (repeat) stock balances impacted by production.
Production Analysis: KPIs and variance analysis for production performance.
Item Catalog Expected Cost: Expected cost per item based on BOM and rates.
Production Deviations: Capture deviations from planned production (quality/time/cost).
Production FollowUp: Real-time follow-up on production execution.
Production Stages FollowUp: Stage-level monitoring and SLA tracking.

4.4 Approvals

Approving Production Request: Approve or reject production initiation requests.
Production Approving: Central approval area for production-related authorizations.
Partial Approving: Allow partial approvals for staged production.
Production Unapproving: Rollback approvals when needed.
Unapproving Production Request: Specific unapprove action for requests.

Inventory, Purchasing, Sales & Production Management