{"id":447,"date":"2025-12-11T07:21:14","date_gmt":"2025-12-11T07:21:14","guid":{"rendered":"https:\/\/futuresolutions-eg.com\/fs\/?page_id=447"},"modified":"2025-12-21T06:48:23","modified_gmt":"2025-12-21T06:48:23","slug":"inventory-purchasing-sales-production","status":"publish","type":"page","link":"https:\/\/futuresolutions-eg.com\/fs\/inventory-purchasing-sales-production\/","title":{"rendered":"Inventory, Purchasing, Sales & Production"},"content":{"rendered":"\n
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Inventory, Purchasing, Sales & Production Management<\/h1>\n

\n A fully unified ecosystem operating in complete harmony: Purchasing, Inventory, Sales, and Production are interconnected through a centralized database where information is entered once and flows seamlessly across all operational stages. Every movement\u2014receiving, issuing, manufacturing, or selling\u2014triggers instant updates to stock levels and costs, while posting directly to the financial ledger. This ensures precise inventory valuation, real-time visibility of profitability and liquidity, and a fully aligned, audit-ready financial structure.\n <\/p>\n\n

\n \n \u2190 Back to Home\n <\/a>\n <\/div>\n <\/section>\n\n \n
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Jump to section<\/div>\n
\n 1. StockControl (Inventory)<\/a>\n 2. Purchasing<\/a>\n 3. Sales<\/a>\n 4. Production<\/a>\n <\/div>\n <\/section>\n\n \n
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1<\/div>\n
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StockControl (Inventory)<\/h2>\n

Full inventory feature-set: master data, transactions, reporting and inventory tools \u2014 all items listed with short descriptions.<\/p>\n <\/div>\n <\/div>\n\n \n

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1.1 MasterData<\/h3>\n
    \n
  • StockControl:<\/strong> Central module coordinating all inventory functions.<\/li>\n
  • MasterData:<\/strong> Core reference data used across inventory processes.<\/li>\n
  • Stores:<\/strong> Manage physical and virtual warehouse locations.<\/li>\n
  • Units Types:<\/strong> Define unit measurement groups (e.g., weight, length, piece).<\/li>\n
  • Units:<\/strong> Individual measurement units (kg, pcs, meter) linked to items.<\/li>\n
  • Prices Types:<\/strong> Different price categories (cost, retail, wholesale).<\/li>\n
  • Item Category:<\/strong> Classify items into hierarchical categories for reporting.<\/li>\n
  • Items Brands:<\/strong> Manage brand attributes linked to items.<\/li>\n
  • gender:<\/strong> Attribute for gender-specific items (if applicable).<\/li>\n \n \n \n \n
  • Items Seasons:<\/strong> Season attribute (e.g., Spring, Summer) for assortment planning.<\/li>\n \n
  • Item Sizes:<\/strong> Specific sizes within size categories.<\/li>\n \n
  • Items Countries:<\/strong> Country of origin or applicable markets per item.<\/li>\n \n
  • Items First Materials:<\/strong> Primary material composition of items.<\/li>\n
  • Items Second Materials:<\/strong> Secondary material composition.<\/li>\n
  • Model:<\/strong> Item model identifiers for product families.<\/li>\n
  • Model Shapes:<\/strong> Shape\/style attributes for models.<\/li>\n
  • Items Batches:<\/strong> Batch tracking for expiry and traceability.<\/li>\n
  • Items Tree:<\/strong> Hierarchical view of BOMs or item relationships.<\/li>\n
  • Fix Duplicate Items:<\/strong> Tool to detect and merge duplicated records.<\/li>\n \n <\/ul>\n <\/div>\n <\/div>\n\n \n
    \n
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    1.2 Transactions<\/h3>\n
      \n \n
    • Opening Balances:<\/strong> Initialize stock levels at go-live or period start.<\/li>\n \n \n
    • Good Receipt Notes:<\/strong> Record incoming goods from suppliers.<\/li>\n
    • Material Issue Request:<\/strong> Request materials for production or consumption.<\/li>\n \n
    • Material Issue Vouchers:<\/strong> Issue materials out of stores to users or production.<\/li>\n \n
    • Stores Settlement Vouchers:<\/strong> Documents for settling store transactions.<\/li>\n \n \n
    • Stores Settlement Replace:<\/strong> Handle store settlement replacements and corrections.<\/li>\n
    • Store Takings:<\/strong> Physical stock take entries and results.<\/li>\n \n \n
    • Partial Store Takings:<\/strong> Cycle count entries for partial counts.<\/li>\n
    • Store Transfer Request:<\/strong> Initiate a transfer request between locations.<\/li>\n
    • Store Transfer Vouchers:<\/strong> Documents for stock movements between stores.<\/li>\n \n \n \n
    • Receive Store Transfer:<\/strong> Confirm receiving transferred stock in destination store.<\/li>\n
    • Auditor:<\/strong> Access and audit tools for stock transactions review.<\/li>\n
    • Departments Returns:<\/strong> Record returns from internal departments.<\/li>\n
    • Clients Departments Returns:<\/strong> (repeat) returns report for client departments.<\/li>\n
    • Clients Returns:<\/strong> Record customer returns into inventory.<\/li>\n
    • Suppliers Returns:<\/strong> Record returns to suppliers from stores.<\/li>\n
    • Suppliers Returns By Supplier:<\/strong> Filtered supplier return reports per supplier.<\/li>\n
    • Store Revaluations:<\/strong> Update item values in inventory (reprice\/revalue).<\/li>\n \n <\/ul>\n <\/div>\n <\/div>\n\n \n
      \n
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      1.3 Reports <\/h3>\n
        \n \n
      • Item Card:<\/strong> Detailed ledger per item showing movement history.<\/li>\n
      • Item Card Serial:<\/strong> Serial-numbered item card for traceability.<\/li>\n
      • Item Card With Price:<\/strong> Item ledger including unit pricing details.<\/li>\n
      • Item Balance:<\/strong> Current balance view per item and store.<\/li>\n
      • Store Balance:<\/strong> Overview of stock valuation by store\/location.<\/li>\n
      • Store Balance Sales Price:<\/strong> Stock valuation using sales price rules.<\/li>\n
      • Store Balance Sales Price And Cost:<\/strong> Combined view of price and cost per stock.<\/li>\n
      • Items:<\/strong> Master list of all items in the system.<\/li>\n \n
      • Items No Enough Qty In Main:<\/strong> Flag items with insufficient main-store qty.<\/li>\n
      • GenerateBarCode:<\/strong> Create barcode labels for items\/BOMs.<\/li>\n
      • Good Receipt Notes Not Invoiced:<\/strong> Received goods awaiting supplier invoice.<\/li>\n
      • Material Issue Vouchers Not Invoiced:<\/strong> Material issues awaiting client invoice.<\/li>\n
      • Batch Inquiry:<\/strong> Search and inspect batch-specific details.<\/li>\n
      • Discount:<\/strong> Reports or tools related to item discounts.<\/li>\n \n
      • Store Transfer:<\/strong> Track transfer movements between stores.<\/li>\n \n
      • Vouchers Cost:<\/strong> Costing details for vouchers Type.<\/li>\n
      • Item InActive:<\/strong> List of items marked inactive.<\/li>\n
      • Item Card By Purchase Invoice:<\/strong> Item movements linked to a specific purchase invoice.<\/li>\n
      • Stock Movement:<\/strong> Movement log across stores and periods.<\/li>\n
      • Store Transfer Vouchers:<\/strong> Transfer documentation report list.<\/li>\n \n
      • Clients Returns:<\/strong> Report of client-returned items and quantities.<\/li>\n
      • Departments Returns:<\/strong> Internal returns from departments back to store.<\/li>\n
      • Departments Issue With Cost:<\/strong> Departmental issues including cost posting.<\/li>\n
      • Items Prices With Cost:<\/strong> Item price list displayed alongside cost values.<\/li>\n
      • Store Transfer Suggest Inquiry:<\/strong> Suggested transfers based on stock levels.<\/li>\n \n
      • Store Incoming:<\/strong> Incoming stock overview and pending receipts.<\/li>\n
      • Stores Settlement Cost Follow up:<\/strong> Monitor settlement costs and discrepancies.<\/li>\n
      • Store Taking With Cost:<\/strong> Stock take entries including costing impact.<\/li>\n
      • Stores Settlement Vouchers:<\/strong> Settlement documents for store reconciliations.<\/li>\n
      • Clients Issue:<\/strong> Issue items to clients or client-specific allocations.<\/li>\n \n
      • Item Card Color Size:<\/strong> Item ledger with color-size matrix details.<\/li>\n
      • Departments Returns With Prices:<\/strong> Department returns listing with price values.<\/li>\n
      • Clients Issue With Cost:<\/strong> Client issues including cost breakdown.<\/li>\n
      • Clients Returns With Prices:<\/strong> Client returns showing price information.<\/li>\n \n
      • Suppliers Returns With Prices:<\/strong> Supplier return listing with price\/cost details.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n <\/section>\n\n \n
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        2<\/div>\n
        \n

        Purchasing<\/h2>\n

        Complete purchasing workflow and reporting \u2014 suppliers, requests, orders and invoices .<\/p>\n <\/div>\n <\/div>\n\n \n

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        2.1 MasterData<\/h3>\n
          \n \n
        • Suppliers:<\/strong> Supplier records and contact\/payment terms.<\/li>\n
        • Expenses:<\/strong> Purchase-related expense types and allocations.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n \n
          \n
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          2.2 Transactions<\/h3>\n
            \n
          • Purchase Request:<\/strong> Internal requisitions for needed items.<\/li>\n
          • Quotations Request:<\/strong> Ask suppliers for price quotes.<\/li>\n
          • Quotations:<\/strong> Supplier quotations management and comparison.<\/li>\n
          • Purchase Orders:<\/strong> Official orders placed to suppliers.<\/li>\n
          • Purchase Invoice:<\/strong> Supplier invoices recording and matching.<\/li>\n \n
          • Invoices Payments:<\/strong> Record payments against purchase invoices.<\/li>\n
          • Supplier Debit Note:<\/strong> Adjustments or debits raised to suppliers.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n \n
            \n
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            2.3 Reports & Tools<\/h3>\n
              \n \n
            • Purchase:<\/strong> High-level purchase summary dashboard.<\/li>\n
            • Supplier Statement:<\/strong> Statement of account per supplier.<\/li>\n
            • Purchase Not Receipt:<\/strong> Orders placed but not yet received.<\/li>\n
            • Invoices:<\/strong> Purchase invoice listing and details.<\/li>\n
            • Purchase Taxes:<\/strong> Tax reporting and VAT on purchases.<\/li>\n
            • Purchasing Requests Without Orders:<\/strong> Requests pending conversion to orders.<\/li>\n
            • Suppliers Payments Methods:<\/strong> Setup of available payment methods per supplier.<\/li>\n
            • Quotations Comparison:<\/strong> Side-by-side supplier quote comparison tool.<\/li>\n
            • Credit Aging:<\/strong> Supplier aging analysis report.<\/li>\n
            • Invoices Payments:<\/strong> Payment history and reconciliation reports.<\/li>\n
            • Orders FollowUp:<\/strong> Track order status and expected receipts.<\/li>\n
            • Purchase Requests:<\/strong> List of purchase requests and statuses.<\/li>\n
            • Purchase Orders:<\/strong> Order list with status and delivery tracking.<\/li>\n
            • Item Balance Under ReOrder Level:<\/strong> Items below reorder thresholds.<\/li>\n
            • Purchase Dashboard:<\/strong> Visual KPIs for purchasing team.<\/li>\n
            • Purchase Virtual Qty:<\/strong> Virtual\/committed quantities view.<\/li>\n
            • PSInvoices Expenses:<\/strong> Post-sales invoice expense tracking.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n <\/section>\n\n \n
              \n
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              3<\/div>\n
              \n

              Sales<\/h2>\n

              Client management, quotations, sales orders, invoices, collections and sales analytics.<\/p>\n <\/div>\n <\/div>\n\n \n

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              3.1 MasterData<\/h3>\n
                \n \n
              • Clients:<\/strong> Customer records, credit terms and contacts.<\/li>\n
              • Seasons:<\/strong> Seasonal tagging for product promotions\/sales.<\/li>\n \n <\/ul>\n <\/div>\n <\/div>\n\n \n
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                3.2 Transactions<\/h3>\n
                  \n
                • Quotations:<\/strong> Sales quotes prepared for clients.<\/li>\n
                • Sales Order:<\/strong> Confirmed customer orders to be fulfilled.<\/li>\n
                • Sales Invoice:<\/strong> Invoicing sales and recording revenue.<\/li>\n
                • Invoices Payments:<\/strong> Customer payment entries and receipts.<\/li>\n \n
                • SL Invoices Group:<\/strong> Group invoice functionality for consolidated billing.<\/li>\n
                • Client Credit Note:<\/strong> Issue credit notes to adjust invoices.<\/li>\n
                • Clients Debits Payment:<\/strong> Track client debit payments and adjustments.<\/li>\n \n
                • Client Credit Note:<\/strong> (repeat) credit adjustment tool for clients.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n \n
                  \n
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                  3.3 Reports & Panels<\/h3>\n
                    \n \n
                  • Sales:<\/strong> Overall sales summary and KPIs.<\/li>\n
                  • Client Statement:<\/strong> Statement of account for a client.<\/li>\n
                  • Sales Taxes:<\/strong> Tax reports for sales transactions.<\/li>\n
                  • Sales Not Issued:<\/strong> Orders or shipments awaiting invoice issuance.<\/li>\n
                  • Invoices:<\/strong> Sales invoice listing and detail view.<\/li>\n
                  • Quotations Not Invoiced:<\/strong> Sales quotes not converted to invoices.<\/li>\n
                  • Client Price Types:<\/strong> Price categories per client or group.<\/li>\n
                  • Client Statement:<\/strong> (repeat) account statement per client.<\/li>\n
                  • Client Supplier Statement:<\/strong> Cross statements for clients who are also suppliers.<\/li>\n
                  • Item Quotations:<\/strong> Quotes per item for comparison or record.<\/li>\n
                  • Debt Aging:<\/strong> Aging report for outstanding customer balances.<\/li>\n
                  • Sales Cost:<\/strong> Cost of goods sold and margin analysis.<\/li>\n
                  • Sales Men Sales:<\/strong> Sales Men performance per salesperson.<\/li>\n
                  • Sales Men Sales With Cost:<\/strong> Sales Men performance including cost impact.<\/li>\n
                  • Clients Sales Analysis:<\/strong> Breakdowns of client purchasing behavior.<\/li>\n
                  • Invoices Cost:<\/strong> Invoice-level costing and profitability.<\/li>\n
                  • Items Offers Evaluation:<\/strong> Evaluate promotional offers impact on items.<\/li>\n
                  • Client Supplier Statement:<\/strong> (repeat) combined client-supplier statements.<\/li>\n
                  • Invoices Payments:<\/strong> Report of payments against invoices.<\/li>\n
                  • Sales Orders FollowUp:<\/strong> Monitor order fulfillment progress.<\/li>\n
                  • Sales Virtual Qty:<\/strong> View of virtual\/committed sales quantities.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n <\/section>\n\n \n
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                    4<\/div>\n
                    \n

                    Production<\/h2>\n

                    Production setup, BOMs, lines, stages, machines, shifts, requests, production orders and follow-up tools.<\/p>\n <\/div>\n <\/div>\n\n \n

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                    4.1 MasterData<\/h3>\n
                      \n \n
                    • Production Expenses:<\/strong> Define expense types for production costing.<\/li>\n
                    • Lines:<\/strong> Production lines configuration and capacities.<\/li>\n
                    • Stages:<\/strong> Production stages or operations in a route.<\/li>\n \n
                    • Items Cataloge:<\/strong> Catalog of items used in production (raw\/finished).<\/li>\n
                    • Departments:<\/strong> Production departments and responsibility centers.<\/li>\n
                    • Items Cataloge:<\/strong> (repeat) item catalog reference.<\/li>\n \n \n
                    • Departments:<\/strong> (repeat) departments involved in production.<\/li>\n
                    • Employees Wages:<\/strong> Wage definitions used for production costing and payroll allocation.<\/li>\n <\/ul>\n <\/div>\n <\/div>\n\n \n
                      \n
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                      4.2 Transactions<\/h3>\n
                        \n \n
                      • Production Requests:<\/strong> Request to start production for items\/orders.<\/li>\n
                      • Productions:<\/strong> Production order creation and execution records.<\/li>\n
                      • Productions Fees:<\/strong> Fees or additional costs tied to productions.<\/li>\n \n\n\n <\/ul>\n <\/div>\n <\/div>\n\n \n
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                        4.3 Reports & Follow Up<\/h3>\n
                          \n \n
                        • Request Analysis:<\/strong> Analyze production requests and backlog.<\/li>\n
                        • Material Requirement:<\/strong> Calculate materials needed for production plans.<\/li>\n
                        • Production Requested Items:<\/strong> Reporting on requested components for production.<\/li>\n
                        • Stage Not Completed:<\/strong> (repeat) follow-up on incomplete stages across orders.<\/li>\n
                        • Not Delivered Requested Items:<\/strong> (repeat) items pending delivery to production.<\/li>\n
                        • Item Productions Qty:<\/strong> (repeat) quantities produced summarized for analysis.<\/li>\n
                        • Item Balance:<\/strong> (repeat) stock balances impacted by production.<\/li>\n
                        • Production Analysis:<\/strong> KPIs and variance analysis for production performance.<\/li>\n
                        • Item Catalog Expected Cost:<\/strong> Expected cost per item based on BOM and rates.<\/li>\n
                        • Production Deviations:<\/strong> Capture deviations from planned production (quality\/time\/cost).<\/li>\n
                        • Production FollowUp:<\/strong> Real-time follow-up on production execution.<\/li>\n
                        • Production Stages FollowUp:<\/strong> Stage-level monitoring and SLA tracking.<\/li>\n \n\n\n <\/ul>\n <\/div>\n <\/div>\n\n \n
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                          4.4 Approvals<\/h3>\n
                            \n \n \n
                          • Approving Production Request:<\/strong> Approve or reject production initiation requests.<\/li>\n
                          • Production Approving:<\/strong> Central approval area for production-related authorizations.<\/li>\n
                          • Partial Approving:<\/strong> Allow partial approvals for staged production.<\/li>\n
                          • Production Unapproving:<\/strong> Rollback approvals when needed.<\/li>\n
                          • Unapproving Production Request:<\/strong> Specific unapprove action for requests.<\/li>\n\n <\/ul>\n <\/div>\n <\/div>\n <\/section>\n\n<\/main>\n\n