New Product Process-Part 1 Product Enquiry & Raw Material stock creation for Product ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
Create Master Data- Go to Slide Create Design Document- Go to Slide Quotation to Customer for ProductTRSO of New Product to customer- Go to Slide Quotation approved from customer- Go to Slide Customer Tooling PO from customer- Go to Slide Customer PO from customer- Go to Slide Quotation from Vendor- Go to Slide Purchase Order to Vendor- Go to Slide Purchase Invoice from Vendor after receiving material- Go to Slide GRN for received material- Go to Slide Payment to vendor- Go to Slide Stock Updated after GRN- Go to Slide
Process Flow Chart Create Item, Customer, Vendor, Equipment, Tools in Master Admin
Master Data
Create CAD Document of type Design
CAD Document
Create RFQ of type Vendor Save & Submit for Quotation for Raw Material
Quotation from Vendor Create PO of type Vendor for Raw Material
Purchase Order
Create RFQ of type Customer Save & Submit for Quotation for Product
Create general TSRO Document
Quotation to Customer
TSRO Document
Create PO of type Customer PO with Report
Customer PO
Create PO of type Customer tooling PO with Report
Customer Tooling PO
Create PI from Vendor after receiving raw material
Purchase Invoice
Create GRN for Received Material
GRN
Save & Submit Quotation for Approval from Customer
Quotation Approved
Create New Item â–ª Click on Items then click on plus icon to create new item.
2.Click Add
1.Click Items
Creation of Item
Create type of Item (Raw Material) â–ª Click on type then select type from opened window then click on select icon. 3.Click Select Icon 1.Click type
2.Select type
Creation of Item
â–ª Enter Name, Description, Weight then select UOM.
1.Enter Name, Description
3.Select UOM 2.Enter Weight
Creation of Item
â–ª Click on Image then Click External File then Click Open File.
1.Click Image
2.Click Ext File 3.Click Open File
Creation of Item
â–ª Click Selected Image then Click Open.
1.Click Image
2.Click Open
â–ª Image Opens then Click on Select Icon.
1.Click Select Icon
Creation of Item
Save item (Raw Material) â–Ş Finally then click on save then click on Close icon.
2.Click Close Icon 1.Click Save
Creation of Item
Create New Item (Tool) â–ª Click on Item then click on plus icon to create new item.
2.Click Add
1.Click Items
Creation of Item
â–ª Click on type then select type from opened window then click on select icon.
1.Click type
3.Click Select Icon
2.Select type
Creation of Item
â–ª Enter Name, Description then select Image.
1.Enter Name, Description
2.Select image
Creation of Item
Save Item â–ª Finally then click on save then click on Close icon.
1.Click Save & Close Icon
Creation of Item
Create type of Item (Equipment) â–ª Click on type then select type from opened window then click on select icon 3.Click Select Icon 1.Click Type Item
2.Select type
Creation of Item
▪ Enter Name, Description, Weight then select UOM and Image. ▪ Click on save then click on Close icon. 1.Enter Name, Description 5.Click Save & Close Icon 4.Select Image
3.Select UOM 2.Enter Weight
Creation of Item
Create type of Item (Foundry Component) â–ª Click on type then select type then click on select icon.
3.Click Select Icon
1.Click Type
2.Select type
Creation of Item
â–ª Enter Name, Description, Weight then select UOM and Image.
1.Enter Name, Description
4.Select Image
2.Enter Weight
3.Select UOM
Creation of Item
Add BOM/Item â–ª Click on BOM then Select Pick Related and then Click Add.
1.Click BOM
3.Click Add
2.Select Pick Related
Creation of Item
â–ª Enter Type then Select type from search dialog and Click Select Icon.
3.Click Select Icon
1.Enter Type
2.Select type
Creation of Item
â–ª BOM/ Item Added Successfully.
1. BOM/ Item Added
Creation of Item
Add Document
â–ª Click on Document then Select Pick Related and then Click Add.
1.Click Document
3.Click Add
2.Select Pick Related
Creation of Item
â–ª Click Run Search then Select type from search dialog and Click Select Icon.
3.Click Select Icon
1.Click Run Search
2.Select type
Creation of Item
â–ª Document Added Successfully.
1.Document Added
Creation of Item
Add AML â–ª Click on AML then Select Pick Related and then Click Add.
3.Click Add 1.Click AML
2.Select Pick Related
Creation of Item
â–ª Click Run Search then Select type from search dialog and Click Select Icon.
3.Click Select Icon
2.Select type 1.Click Run Search
Creation of Item
â–ª AML Added Successfully.
1.AML Added
Creation of Item
Add Attachments â–ª Click on Attachment then Click Add.
1.Click Attachment
2.Click Add
Creation of Item
â–ª Select File then click on Click Open.
1.Select File
3.Click Open
Creation of Item
â–ª File Added Successfully.
1.File Added
Creation of Item
Save Item â–ª Finally then click on save then click on Close icon. 1.Click Save 2.Click Close Icon
Creation of Item
Create Vendor â–ª Click on Vendor then click on plus icon to create new item. 2.Click Add
1.Click Vendor
Creation of Vendor
▪ Enter Vendor Code, Name, Description then Select Details. ▪ Enter PAN no, GSTIN and Bank Details. 2.Enter name, description 4.Select details
3.Enter Details
1.Enter Code
Creation of Vendor
Save Vendor â–Ş Finally then click on save then click on Close icon. 1.Click Save & Close Icon
Creation of Vendor
Create Customer â–Ş Click on Customer then click on plus icon to create new item. 2.Click Add
1.Click Customer
Creation of Customer
â–ª Select type then Enter Name, Description, PAN no, GST no, then Select Details. 2.Enter name, description
1.Select type
3.Enter Pan no. GST no. 4.Enter Details
Creation of Customer
Save Customer â–Ş Finally then click on save then click on Close icon. 1.Click Save & Close Icon
Creation of Customer
Create Cad Document â–ª Click on CAD Document then click on plus icon to create new item. 2.Click Add
1.Click CAD
Creation of CAD Document
â–ª Select type and Enter Name, Description then Select Files & Part.
1.Select type
2.Enter name, description
3.Select files
4.Select part
Creation of CAD Document
Add Dimension â–ª Click Dimension then click Add.
1.Click dimensions
2.Click Add
Creation of CAD Document
â–ª Select Dimensions from search dialog then click on Select Icon.
2. Click Select Icon
1. Select
Creation of CAD Document
â–ª Dimensions Added Successfully.
1.Added dimensions
Create Cad Document
Add Vendor â–ª Click Vendor then click Add.
2.Click Add
1.Click Vendor
Creation of CAD Document
â–ª Select Vendor from search dialog then click on Select Icon.
2. Click Select Icon
1. Select
Creation of CAD Document
â–ª Vendor Added Successfully.
1. Added Vendor
Create Cad Document
Add Files â–ª Click Files then click Add.
2.Click Add
1.Click Vendor
Create Cad Document
â–Ş Select file from search dialog then click on select icon.
1.Click Select icon
1.Select file
Create Cad Document
â–ª File Added Successfully.
1.Added file
Create Cad Document
Save Cad Document â–ª Click on save then click on Close icon. 1.Click Save & Close Icon
Creation of CAD Document
Create RFQ â–ª Click on RFQ then click on plus icon to create new tem. 2.Click Add
1.Click RFQ
Creation of RFQ
â–Ş Select Type and RFQ Type. â–Ş Select Customer, Part, Part PO then Part Cost and Total Cost get Calculated from Part PO.
3.Select Customer
1.Select type
4.Select Part 5.Select PO 6.Part cost filled automatically from selected part 2.Select RFQ type
7.Total cost calculated automatically from tool and part cost
Creation of RFQ
Add Attachment â–ª Click Attachment then Click Add.
1.Click Add 1.Click Attachment
Creation of RFQ
â–ª Select File from search dialog then Click on select icon.
2. Click Select Icon
1. Select
Creation of RFQ
Save RFQ ▪ Attachment Added Successfully. ▪ Finally then click on save icon. 2.Click Save Icon
1.Added Attachment
Creation of RFQ
Create RFQ Report â–ª Click on report then click on RFQ report. 1.Click
2.Click RFQ Report
Creation of RFQ
â–ª Select Date and click on Run report.
1.Select date
2.Click Run Report
Creation of RFQ
RFQ Report
Creation of RFQ
Create TSRO Document â–ª Click on Documents then click on plus icon to create new tem. 2.Click Add
1.Click Doc
Creation of TSRO Document
▪ Select Type and Enter Doc no, Name, Description. ▪ Select Effective date. 1.Select type
2.Enter Doc no, Name
3.Enter Description
4.Select date
Creation of TSRO Document
Add Files â–ª Click Files and then click Add then Select File and Click Open.
3.Select 4.Click Open
1.Click Files
2.Click Add
Creation of TSRO Document
Save TSRO Document â–ª File Added Successfully then click on save icon. 2.Click Save Icon
1.File Added
Creation of TSRO Document
Promote â–Ş Click on promote icon then Select state then click on select icon. 1.Click Promote
3.Click Select Icon
2.Select
Creation of TSRO Document
Quotation Approved â–Ş In RFQ check the state that changed to Quotation Approved.
1.Quotation Approved
Creation of Quotation
Create Customer Tooling PO â–ª Click on Purchase Order then click on plus icon to create new item. 2.Click Add
1.Click Purchase Order
Creation of Customer Tooling PO
Customer Tooling PO â–ª Click on PO type then select type from opened window then click on select icon. 3.Click Select Icon
1.Click type
2.Select type
Creation of Customer Tooling PO
â–Ş Enter the PO No, Name then Select Customer, Self Details.
1.Enter no
2.Enter Name
3.Select Customer, Self Details
Creation of Customer Tooling PO
▪ Select Part then Enter the PO Rate, Qty.
▪ Select GST Rate the Total Gross Amount get Calculated. 1.Select Part
2.Enter PO Rate, Qty
3.Select GST Rate
4. Total Amt Cal
Creation of Customer Tooling PO
Add Additional Item â–ª Click Additional Item then click Add .
1.Click
2.Click Add
Creation of Customer Tooling PO
â–ª Select item from search dialog then Click Select Icon.
2.Click Select Icon
1.Select item
Creation of Customer Tooling PO
▪ Enter PO Rate, Qty then Amt get Calculated. ▪ Select GST Rate then CGST, SGST, Gross Amt get Calculated.
6.Total Gross Amt Cal 2.Enter Qty
3.Cal Amt
4.Select GST Rate
5.Calculated Amt
1.Enter Rate
Creation of Customer Tooling PO
â–ª If Vendor/Transporter is out of state then select and then IGST Amt get Calculated.
1.Select Vendor, Trans if Out of State
2.IGST Amt Cal
Creation of Customer Tooling PO
Add Advance
.
â–ª Click Advance then Click Add
1.Click 2.Click Add
Creation of Customer Tooling PO
â–ª Select Advance Date, Amt, Tax Paid.
1.Select date
3.Select 2.Select Amt
Creation of Customer Tooling PO
Save Customer Tooling PO â–ª Finally then click on save icon. 1.Click Save Icon
Creation of Customer Tooling PO
Create PO Report â–ª Click on report then click on PO report. 1.Click 2.Click PO Report
Creation of Customer Tooling PO
Creation of Customer Tooling PO
Create Customer PO â–ª Click on PO type then select type from opened window then click on select icon. 3.Click Select Icon
1.Click type
2.Select type
Creation of Customer PO
â–Ş Enter the PO No, Name then Select Customer, Self Details.
1.Enter no
2.Enter Name
3.Select Customer, Comp
Creation of Customer PO
â–ª Select Part then Enter the PO Rate, Qty and then select GST Rate the Amount get Calculated.
1.Select Part
2.Enter PO Rate, Qty
3.Select GST Rate
4.Total Amt Cal
Creation of Customer PO
Add Additional Item
â–ª Click Additional Item then Click Add.
1.Click
2.Click Add
Creation of Customer PO
â–Ş Select Item from search dialog then click on select icon.
2.Click Select Icon
1.Select item
Creation of Customer PO
▪ Enter Rate, Qty, then Amt get Calculated. ▪ Select GST Rate then Total Amt and Gross Total Amt get Calculated.
6.Total Gross Amt Cal 2.Enter Qty
1.Enter Rate
4.Select GST Rate
5.Calculated Amt
3.Cal Amt
Creation of Customer PO
â–ª If Vendor/Transporter is out of state then select an then IGST Amt get Calculated.
1.Select Vendor, Trans if Out of State
2.IGST Amt Cal
Creation of Customer PO
Add Advance
â–ª Click Advance then click add.
1.Click 2.Click Add
Creation of Customer PO
â–ª Select Advance Date, Amt, Tax Paid.
1.Select date
3.Select 2.Select Amt
Creation of Customer PO
Save Customer PO â–ª Finally then click on save icon. 1.Click Save Icon
Creation of Customer PO
Create PO Report â–ª Click on report then click on PO report. 1.Click 2.Click PO Report
Creation of Customer PO
Creation of Customer PO
Create RFQ â–ª Click on RFQ then click on plus icon to create new item. 2.Click Add
1.Click RFQ
Creation of RFQ
â–ª Click type and Select type from opened window then Click on Select icon.
1.Click type 3.Click Select Icon 2.Select type
Creation of RFQ
â–ª Click Vendor and Select type from search dialog then Click on Select icon. 3.Click Select Icon 1.Click Vendor
2.Select
Creation of RFQ
Save RFQ â–ª Select Part, PO, UOM then click on save icon. 3.Click Save Icon
1.Select Part, PO
2.Select UOM
Creation of RFQ
Promote â–ª Click Promote. 1.Click Promote
Creation of RFQ
â–ª Select State from opened window then click on Select Icon.
2.Click Select Icon
1.Select
Creation of RFQ
Create RFQ Report â–ª Click Report then Click on RFQ Report. 1.Click 2.Click RFQ Report
Creation of RFQ
â–ª Select Date then Click on Run Report.
1.Select date
2.Click Run Report
Creation of RFQ
RFQ Report
Creation of RFQ
Quotation from Vendor â–ª After submitting RFQ the RFQ type changes to Quotation.
1.Type Changes to Quotation
Creation of Quotation
Quotation Approved â–Ş In RFQ check the state that changes to Quotation Approved.
1.Quotation Approved
Creation of Quotation
Create Purchase Order
â–Ş Click on Purchase Order then click on plus icon to create new item. 2.Click Add
1.Click Purchase Order
Creation of Purchase Order
â–ª Click on PO type then select type from opened window then click on select icon. 3.Click Select Icon
1.Click type
2.Select type
Creation of Purchase Order
â–ª Enter PO number, PO name and Select PO Date and Time.
1.Enter PO No, Name
2.Select PO Date, Valid Date
Creation of Purchase Order
â–Ş Click on Part then select Part from search dialog then click on select icon.
3.Click Select Icon 1.Click Part
2.Selec t Part
Creation of Purchase Order
▪Enter the PO Rate, Qty and select UOM then select GST Rate the Amount get calculated. ▪ Enter the transportation Amt and select GST Rate the Total Gross Amt get calculated. 1.Enter PO Rate, Qty
2. Select UOM
4.Enter Amt
5.Select GST Rate 3.Select GST Rate
6.Total Qty
Creation of Purchase Order
â–ª Select if Vendor is rout of state then IGST Amt get loaded and even Total gross Amt get calculated.
1.Select Vendor, Trans if Out of State
2.IGST Amt 3.Total Qty
Creation of Purchase Order
Save Purchase Order â–Ş Finally then click on save icon. 1.Click Save Icon
Creation of Purchase Order
Create PO Report
â–ª To create PO report click on report then click on PO report. 1.Click
2.Click PO Report
Creation of Purchase Order
Creation of Purchase Order
Create Purchase Invoice
â–ª Click on Purchase Invoice then click on plus icon to create new item. 2.Click Add
1.Click Purchase Invoice
Creation of Purchase Invoice
â–Ş Enter Vendor number and Select Date, Details, Vendor.
4.Select Vendor
1.Enter Vendor No
2.Select Date 3.Select Comp. Details
Creation of Purchase Invoice
Add Items â–ª Click Items then click on add Item.
2.Click Add
1.Click Items
Creation of Purchase Invoice
▪ Select Part, PO then Enter Qty then Amt get calculated. ▪ Select GST Rate then Total Amt & Gross Total get calculated.
6.Amt get Added 7.Gross Total Cal 5.Select GST Rate
1.Select Part
2.Select PO
3.Enter Qty
4.Rate filled from select PO, Amt Calculated after Enter Qty
Creation of Purchase Invoice
Save Purchase Invoice â–ª Finally then click on save then click on Close icon. 1.Click Save & Close Icon
Creation of Purchase Invoice
Create GRN â–ª Click on GRN then click on plus icon to create new item. 2.Click Add
1.Click GRN
Creation of GRN
â–ª Click on type then select type from opened window then click on select icon. 3.Click Select Icon
1.Click Type
2.Select type
Creation of GRN
▪ Enter Invoice No & Select Company/Supplier Details, Part, PO then Item rate get Calculated. ▪ Enter Qty & Select GST Rate then Gross total get Calculated. 3. Select Part
4. Select PO 1.Enter Invoice No
6. Enter Qty
5.Item Rate get Add
7.Select GST Rate 2.Select Comp. Detail, Suppliers
8.Cal Gross total
Creation of GRN
Save GRN â–ª Finally then click on save icon. 1.Click on Save Icon
Creation of GRN
Create GRN Report â–ª To create GRN report click on report then click on GRN report. 1.Click
2.Click GRN Report
Creation of GRN
GRN Report
Creation of GRN
Create GRN Detail Report â–ª To create GRN Detail report click on report then click on GRN Detail report. 1.Click
2.Click GRN Detail Report
Creation of GRN
â–ª Select Dates and Vendor then click on Run report.
1.Select date
2.Select Vendor 3.Click Run Report
Creation of GRN
GRN Details Report
Creation of GRN
Create Payables â–ª Click on Payables then click on plus icon to create new item.
2.Click Add
1.Click Payables
Creation of Payables
Save Payable â–Ş Select dates, choose payment mode then select Vendor and Enter bank details then click on save and Close icon.
6.Click Save & Close Icon 1.Select Date
2.Select
3.Select Vendor
5.Enter Bank Details 4.Select Amt, Chq no.
Creation of Payables
Material Stock Updated â–Ş Open Item from store and check the total available Qty.
1.Available Qty
Creation of Stock