Wednesday, March 21, 2012

Understanding eresource ERP master module

New look eresource ERP

In the earlier article we have seen the entry page where the different modules of ERP system are displayed. The user can select any of the modules they wish to work on with provided they have the right. What is to be remembered is that before anyone can start work on any modules, the Master must be prepared, which normally done by the System Administrator or anyone that the company has authorized.

In the Master module, we have heads like Account, Item, General, Excise, Warehouse and Report. (Figure shown below)

Each head s has its own sub section where the Administrator could enter the details required to manage the master. After the master is defined, when the user select any section, all the details such as price or condition, entered in the master for that particular head will be applied.

When the mouse cursor is brought above the first head 'Account' sub-section under the Account will be highlighted and clicking and going into any of the subheads sections, details could be entered there. See the below figure to understand the creation of Master.

In the figure above you could see the head Account has been selected and sub-sections in that head Customer, Supplier, Agent, JobWorker, Transporter, Insurance Company, Consultant and Other Service Provider are highlighted.

In first sub-head, i.e. Customer, you have option to Add a new customer or Search or Edit a existing customer. By clicking the Search button you go to the list of Customers under your company (Figure shown below).

In this manner the Administrator could add details of the companies under their list which will be saved as master and called for action when a user selects it.

Apart from sub-heads under the Account many other sub-heads such as Finish Item, SemiFinish Item, Raw Material Item, Packing Material, Consumable Item, Tools Item, Capital Goods, Inventory Level , Item Group Description, Fixed Asset, Ttem Party Relation, Supplier Wise Item Rate, Customer Wise Item Rate, Currency Rate Conversion, Terms And Condition, Userlist, Branch Party Relation, Branch Item Relation, Party Evaluation, Production Process, Employee Hierarchy, Product Category, Scrap Items Conversion and Excise Head etc can be defined in the master.



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