ERPNext Software Solutions on the SAP B1 & Zoho Based Solutions : About SAP B1

SYSTEM DOCUMENTATION FOR APPAREL MANUFACTURING ON ERPNEXT PLATFORM

Purchase

Sales

Standard Core Modules

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Purchase System

1Purchase Order

New Purchase Order Form Description

New Purchase Order Form

This is a breakdown of the fields visible in the "New Purchase Order" form of an ERPNext system.

Details Section

Series: Dropdown field for selecting the naming series for the purchase order.
Date: Mandatory date field to specify the creation date of the purchase order.
Required By: Date field to indicate when the ordered items/services are required.
Company: Mandatory field specifying the company issuing the purchase order (pre-filled as "Best Marine Private Limited").
HNS Domain: An optional text field for entering a specific domain or category related to the order.
Supplier: Mandatory field to select the supplier/vendor for the purchase order.
HNS Party Group: Optional field likely related to grouping suppliers or stakeholders.
Broker: Optional field to specify the broker or intermediary involved in the transaction.
HNS Purchase Incharge: Optional field for entering the name or ID of the person responsible for the purchase.
Order Type: Dropdown field to select the type of order (e.g., material, service).
Apply Tax Withholding Amount: Checkbox to apply tax deduction at source, if applicable.
Is Reverse Charge: Checkbox indicating if reverse charge mechanism applies.
Is Subcontracted: Checkbox to mark the purchase as subcontracted.

Additional Fields

HNS Notes: A large text area for entering notes or special instructions.
HNS Doc Remarks: Another text area for adding document-level remarks or comments.
HNS Dim Sales Order: Likely a link or reference field to associate the purchase order with a specific sales order.

2Purchase Receipt

New Purchase Order Form Description

Purchase Receipt Order Form

Details

Series: A naming series used to auto-generate the unique document number.
Date: The posting date of the purchase receipt.
HNS Domain: An optional text field for entering a specific domain or category related to the order.
Posting Time: The time when the purchase receipt is created.
Is Return: Checkbox to mark if the purchase receipt is for returning goods.
Order Type: Specifies the type of purchase order (e.g., "Material Purchase" or "Subcontract").
Apply Putaway Rule: Determines whether warehouse-specific putaway rules should be applied.
Supplier Delivery Note: The supplier’s delivery note number linked to the receipt.
Gate Entry No: Indicates the Gate entry reference number if applicable.
Broker: The broker involved in facilitating the purchase transaction.
Supplier: The supplier associated with this purchase receipt.
Supplier Address: The address of the supplier for the receipt.
HNS Notes: Internal notes for reference or instructions.
HNS Doc Remarks: Additional remarks for the purchase document.
HNS Dim Sales Order: Likely a link or reference field to associate the purchase order with a specific sales order.
Customer: The customer associated with the purchase, if any.

Supplier Invoice

Supplier Invoice No: The invoice number provided by the supplier.
Supplier Invoice Date: The date of the supplier’s invoice.

Accounting Dimensions

Project: The project to which the purchase receipt is linked.

Currency and Price List

Currency: The currency used for the transaction.
Price List: The price list used for determining item prices.

Items

Scan Barcode: A field to scan and add items using barcodes.
Items: Displays the list of items received with their quantities and details.
Accepted Warehouse: The warehouse where accepted items will be stored.
Rejected Warehouse: The warehouse for rejected items.
Is Subcontracted: Indicates if the receipt is related to a subcontracting order.

Taxes and Charges

Tax Category: A category used to group and apply specific tax rules.
Shipping Rule: The shipping rule associated with the transaction.
Incoterm: International commercial terms that define the responsibilities of buyers and sellers.
Purchase Taxes and Charges Template: A pre-defined template for applying taxes and charges.
Tax Table: A table to define individual tax entries:
- Type: Tax type (e.g., "Actual" or "On Net Total").
- Account Head: The account where the tax is booked.
- Tax Rate: The percentage rate for the tax.
- Amount: The total tax amount for the row.

Totals

Taxes and Charges Added: The total amount of taxes and charges added to the subtotal.
Taxes and Charges Deducted: The total amount of taxes and charges deducted.
Total Taxes and Charges: Net taxes and charges after addition/deduction.
Grand Total: The final total, including all taxes and charges.
Rounding Adjustment: Adjustments made to round off the total.
Rounded Total: The final rounded-off total.
Disable Rounded Total: A checkbox to disable rounding.

Additional Discount

Additional Discount: Provides an option to apply a discount on the overall total.

Raw Materials Consumed

Raw Materials Consumed: For subcontracting, displays the raw materials consumed in the process.

3Purchase Invoice

New Purchase Order Form Description

Purchase Invoice Receipt Form

Details

Series: A naming series used to auto-generate the unique document number.
Date: The posting date of the purchase invoice.
HNS Domain: An optional text field for entering a specific domain or category related to the order.
Posting Time: The time when the purchase invoice is created.
Is Paid: Checkbox to mark if the purchase invoice is already paid.
Is Return (Debit Note): Checkbox to specify if it’s a return transaction.
Order Type: Defines the type of purchase order, e.g., "Material Purchase" or "Service."
Credit To: The account to which the payable amount is credited.
Supplier: The supplier associated with this purchase invoice.
Supplier Invoice: The invoice number and date provided by the supplier.
Project: Links the purchase invoice to a specific project if applicable.
HNS Doc Remarks: Additional remarks for the purchase document.
HNS Notes: Internal notes or additional remarks for the invoice.

HNS Dimensions

Account HNS Dimension: Specifies the HNS account for categorizing the transaction.
Vehicle HNS Dimension: Tracks vehicle-related dimensions if applicable.
Employee HNS Dimension: Tracks employee-related dimensions.
Department HNS Dimension: Department-specific dimension linked to the transaction.
Premise HNS Dimension: Tracks location or premise-related dimensions.
HNS Dim Sales Order: Likely a link or reference field to associate the purchase order with a specific sales order.

Currency and Price List

Currency: The currency used for the transaction.
Price List: The price list applied to determine item prices.

Items

Item Details: A list of items purchased with details like quantity, rate, and amount.
Total Quantity: The total quantity of all items in the purchase invoice.
Total Amount: The cumulative amount for all items in the invoice.

Taxes and Charges

Tax Category: Grouping of applicable taxes.
Purchase Taxes and Charges Template: Template for applying predefined taxes and charges.
Taxes Table: Provides details of each tax and charge:
- Type: Specifies the type of tax, e.g., "Actual" or "On Net Total."
- Account Head: The account where the tax is recorded.
- Tax Rate: The percentage of the tax.
- Amount: Total tax amount for the row.
Total Taxes: The sum of all applicable taxes and charges.

TDS Deduction

TDS Calculation Mode: The mode used to calculate TDS (Tax Deducted at Source).
TDS JV Name: Journal Voucher name for TDS transactions.
TDS Base: The taxable amount on which TDS is calculated.
TDS Rate: The rate of TDS deduction.
TDS Amount: The total TDS deducted for the transaction.

Totals

Grand Total: The overall total amount including all taxes and charges.
Rounding Adjustment: Adjustments made to round off the grand total.
Rounded Total: The final rounded amount to be paid.
Total Advance: The amount already paid as an advance for the purchase.

Additional Discount

Discount Applied: Additional discount applied to the total invoice value.

4Quotation For Supplier

Supplier Quotation - Field Descriptions

Supplier Quotation

Fields

Series: The naming series to define how the Supplier Quotation will be identified (e.g., format and sequence).
Status: The current status of the quotation (e.g., Draft, Submitted).
Supplier: The supplier providing the quotation.
Date: The date when the quotation is created.
Valid Till: The expiration date for the quotation.
Quotation Number: A unique number provided by the supplier for the quotation.
Cost Center: The accounting dimension to allocate costs.
Project: The associated project for which the quotation is being prepared.
Items: Details of the items included in the quotation.
Item Code: The unique code identifying the item.
Quantity: The quantity of the item being quoted.
UOM: The Unit of Measure for the item.
Rate (INR): The rate per unit of the item in Indian Rupees (or the selected currency).
Amount (INR): The total value for the item, calculated as Quantity x Rate.
Tax Category: The tax category applicable to the quotation.
Shipping Rule: The shipping rules applicable for the quotation.
Purchase Taxes and Charges Template: A predefined template for taxes and charges applicable to the purchase.
Purchase Taxes and Charges: Details of individual taxes and charges applied to the purchase.
Type: The type of tax or charge (e.g., Tax, Charge).
Account Head: The ledger account to which the tax or charge is linked.
Tax Rate: The percentage of tax or charge applied.
Amount: The value of the tax or charge applied.
Total: The total value of taxes and charges for the quotation.
Total Taxes and Charges: The overall sum of all taxes and charges added or deducted.
Additional Discount: Any additional discount applied to the quotation.
Grand Total (INR): The total value of the quotation, including taxes and discounts, in Indian Rupees (or the selected currency).
Rounding Adjustment (INR): The rounding adjustment applied to the total.
Rounded Total (INR): The final rounded total of the quotation in Indian Rupees (or the selected currency).
Disable Rounded Total: Option to disable rounding and use the exact total value.

Sales System

1Sales Order

New Purchase Order Form Description

New Sales Order

Details

Series: Select the naming series for the Sales Order.
Hns Lead Source Category: Input the category of the lead source.
Date: The date on which the Sales Order is created.
Customer's Purchase Order: Record the customer's purchase order reference.
Hns Domain: Specify the domain related to the order.
Hns Lead Source: The source of the lead for the sales.
Delivery Date: Expected delivery date of the Sales Order.
Project: Link the Sales Order to a specific project.
Customer: The customer placing the Sales Order.
Hns Lead Source Rmk: Remarks related to the lead source.
Hns Order Status: The current status of the Sales Order.
Hns Planned Completion Date: The planned completion date for the order.
Hns Order Status Rmk: Remarks regarding the order status.
Hns Order Closed: Checkbox to mark the order as closed.
Panel Type: Dropdown to select the type of panel.

Notes and Remarks

HNS Notes: Field for additional notes related to the order.
HNS Doc Remarks: Field for remarks specific to the document.

Currency and Price List

Used to define currency and pricing details.

Items

Set Source Warehouse: Specify the warehouse for sourcing items.
Scan Barcode: Scan items directly into the order.
Items Table: Includes:
- No.: Row number.
- Item Description: Description of the item.
- Delivery Date: Delivery date for the specific item.
- Quantity: Quantity of the item.
- Rate (INR): Rate per item.
- Amount (INR): Calculated amount for the item.
Total Quantity: Sum of item quantities.
Total Watt: (Potentially specific to a product metric).
Total (INR): Total value of items.

Taxes

Sales Taxes and Charges: Table to define taxes and additional charges.
Total Taxes and Charges (INR): Total calculated taxes.

Totals

Grand Total (INR): Sum of the order before rounding.
Rounding Adjustment (INR): Adjusted value due to rounding.
Rounded Total (INR): Final total after rounding.
Advance Paid (INR): Advance payment made against the order.
Remarks: Field for additional comments on the totals.

Additional Discount

Apply Additional Discount On: Dropdown to select the base for the discount (e.g., Grand Total).
Additional Discount Percentage: Discount percentage to apply.
Additional Discount Amount (INR): Discount amount calculated.

2Delivery Note

New Delivery Note Form Description

Delivery Note Fields Description

Header Fields

Series: The identifier or numbering series for the delivery note.
Date: The date of the delivery note.
Panel Type: Specifies a category or type of delivery panel.
HNS Domain: Denotes the specific business domain or module.
Posting Time: The exact time the delivery note is being created or posted.
Project: Links the delivery note to a specific project.
Order Type: The type of order associated with the delivery.
Customer: The customer receiving the delivery.
Edit Posting Date and Time: Checkbox to enable editing of the date and time.
Is Return: Checkbox to indicate if the delivery note is for returned goods.

Notes Fields

HNS Notes: Space for additional notes or comments.
HNS Doc Remarks: Used for internal remarks about the document.
HNS Dim Sales Order: May relate to a sales order reference for dimensional inventory.

Currency and Price List Section

Contains information about pricing and currency details.

Items Section

Set Source Warehouse: Specifies the warehouse from which items are being delivered.
Scan Barcode: Allows scanning of item barcodes.
Pre-Challan No: Links the delivery note to a pre-existing challan.
Delivery Note Items Table:
- No: Line number for the item.
- Item Code: The unique code of the item.
- Quantity: Quantity of the item being delivered.
- UOM: Unit of Measure for the item (e.g., kg, pcs).
- Rate (INR): Unit price of the item in Indian Rupees.
- Amount (INR): Total amount for the item (calculated as Quantity × Rate).

HNS Add/Less Detail

Item: Item or charge being added/removed.
Base: Base amount of the charge or item.
Rate: Rate applied to the charge.
Amount: Final calculated amount.

Taxes and Charges

Tax Category: Specifies the category of applicable taxes.
Shipping Rule: Predefined rule for shipping charges.
Incoterm: International Commercial Terms for delivery obligations.
Sales Taxes and Charges Template: Template for applicable taxes and charges.
Sales Taxes and Charges Table:
- Type: Type of tax or charge (e.g., GST, Service Tax).
- Account Head: Accounting ledger associated with the tax or charge.
- Tax Rate: Percentage or fixed rate of the tax.
- Amount: Tax amount.
- Total: Final total after tax.

Total Section

Total Quantity: Sum of all item quantities.
Grand Total (INR): Total cost of all items and charges.
Rounding Adjustment (INR): Adjustments for rounding the total amount.
Rounded Total (INR): Final rounded amount.
Remarks: Space for additional notes or comments.

Additional Discount Section

Apply Additional Discount On: Dropdown to select the base for applying the discount (e.g., grand total).
Additional Discount Percentage: Percentage discount to be applied.
Additional Discount Amount (INR): The calculated discount amount in INR.

3Sales Invoice

New Sales Invoice Form Description

Sales Invoice Fields Description

Header Fields

Series: Identifier or numbering series for the sales invoice.
Date: Date of the sales invoice.
HNS Domain: Business domain or category linked to the invoice.
Posting Time: Time the invoice is posted in the system.
Sub Transaction Mode: Mode or type of transaction (e.g., Invoice, Credit Note, Debit Note).
Order Type: Type of order being billed.
Customer: Name of the customer receiving the invoice.
Company Tax ID: Unique tax identification number of the company.
Panel Type: Category or classification of the transaction panel.
Edit Posting Date and Time: Checkbox to enable editing of the posting date and time.
Payment Due Date: Date by which payment for the invoice is due.
Project: Links the invoice to a specific project.
Include Payment (POS): Checkbox to include payment details if processed via Point of Sale.
Is Return (Credit Note): Checkbox indicating the invoice is for a return or credit note.
Is Rate Adjustment Entry (Debit Note): Checkbox to mark the invoice as a debit note for rate adjustments.
Remarks: Space for additional comments or notes.

HNS Dimensions

Account HNS Dimension: Account-specific dimension for the transaction.
Employee HNS Dimension: Employee-related dimension for the transaction.
Department HNS Dimension: Department-specific dimension linked to the transaction.
HNS Dim Sales Order: Reference to the sales order linked to the invoice.
Vehicle HNS Dimension: Vehicle-related dimension for the transaction.
Premise HNS Dimension: Premise or location-related dimension.
HNS Notes: Space for additional notes or comments.
HNS Doc Remarks: Internal remarks about the document.

Items Section

Scan Barcode: Field to scan barcodes for items.
Update Stock: Checkbox to update stock upon invoice generation.
Items Table:
- No: Line number for the item.
- Item: Name or code of the item.
- Quantity: Quantity of the item being invoiced.
- Rate (INR): Unit price of the item in Indian Rupees.
- Amount (INR): Total amount for the item (calculated as Quantity × Rate).
Total Quantity: Sum of all quantities for the listed items.
Total Watt: Sum of all power-related items, if applicable.

Taxes and Charges

Tax Category: Applicable tax category.
Shipping Rule: Predefined shipping rule for the transaction.
Incoterm: International Commercial Terms defining the delivery conditions.
Sales Taxes and Charges Template: Template for predefined taxes and charges.
Sales Taxes and Charges Table:
- Type: Type of tax or charge (e.g., GST, Service Tax).
- Account Head: Account ledger for the tax or charge.
- Tax Rate: Percentage rate of the tax or charge.
- Amount: Calculated tax amount.

TDS Deduction

TDS Calculation Mode: Mode of calculating Tax Deducted at Source (e.g., Auto).
TDS JV Name: Journal Voucher name for TDS transactions.
TDS Base: Base amount for TDS calculation (e.g., Taxable Total).
TDS Base Amount: Total amount on which TDS is calculated.
TDS Rate: Percentage rate of TDS deduction.
TDS Amount: Calculated TDS deduction amount.

Anote Remark

Anote: Space for additional remarks or comments specific to the document.

Totals Section

Grand Total (INR): Sum of all item amounts and applicable taxes.
Rounding Adjustment (INR): Adjustments for rounding.
Use Company Default Cost Center for Round Off: Checkbox to apply company’s default cost center for rounding.
Rounded Total (INR): Final rounded total.
Total Advance (INR): Total advance payments received, if any.
Outstanding Amount (INR): Remaining amount due after adjustments.

Additional Discount

Apply Additional Discount On: Dropdown to specify the base (e.g., Grand Total) for discount application.
Additional Discount Percentage: Percentage of discount to apply.
Additional Discount Amount (INR): Calculated discount amount.
Is Cash or Non-Trade Discount: Checkbox to indicate the type of discount.

4Quotation For Selling

New Quotation

Series

The series under which the quotation will be created (e.g., SO-FY).

Date

The date on which the quotation is being created.

Order Type

The type of order for the quotation, such as Sales.

Quotation To

Specifies whether the quotation is for a Customer or another entity.

Customer

The name of the customer for whom the quotation is being prepared.

Valid Till

The date until which the quotation is valid.

Reference No

A reference number for tracking the quotation (optional).

Company

The company issuing the quotation (e.g., Navitas Green Solutions Pvt. Ltd.).

Currency and Price List

Scan Barcode: Allows scanning barcodes to add items quickly.
Items: A table listing items in the quotation, including:
- No: Row number.
- Item Code: The code of the item being quoted.
- Quantity: The number of units being quoted.
- Rate (INR): The rate per unit of the item.
- Amount (INR): The total amount for the item.
Add Row: Option to add new items to the list.

Anote Remark

A section to add remarks or additional notes for the quotation.

Taxes and Charges

Tax Category: The category of taxes applicable to the quotation.
Shipping Rule: Defines the shipping rule applicable.
Incoterm: Specifies terms of delivery.
Sales Taxes and Charges Template: Predefined template for taxes.
Sales Taxes and Charges: A table that includes:
- No: Row number.
- Type: Type of tax (e.g., GST).
- Account Head: The account where the tax amount will be recorded.
- Tax Rate: The rate of tax applicable.
- Amount: The calculated tax amount.

Totals

Displays the summary of the quotation, including:

Total Quantity: The total number of items in the quotation.
Total (INR): The total amount excluding taxes.
Total Taxes and Charges (INR): The total tax amount.
Grand Total (INR): The overall total amount, including taxes.
Rounding Adjustment (INR): Adjustments made to round off the total.
Rounded Total (INR): The final rounded-off total.
Disable Rounded Total: Option to disable rounding adjustment.

Additional Discount

Option to add discounts to the quotation.

Production

1Production Plan

New Purchase Order Form Description

New Production Plan

Header Fields

Naming Series: Dropdown to select the naming format for the production plan document.
Posting Date: Date field indicating when the production plan is created.
Company: The company for which the production plan is created.
Get Items From: Specify the source of items for the production plan.

Select Items to Manufacture

Remove Already Planned Qty: Checkbox to exclude items already planned in other production plans.

Assembly Items Table

No.	Item Code	BOM No	Planned Qty	UOM	Finished Goods Warehouse	Planned Start Date
1	Code of the item to be manufactured	Associated Bill of Materials (BOM)	Planned quantity for production	Unit of Measurement	Warehouse for finished goods	Start date for manufacturing

Sub Assembly Items

Consolidate Sub Assembly Items: Checkbox to group sub-assembly items.
Skip Available Sub Assembly Items: Checkbox to exclude sub-assemblies with existing stock.
Sub Assembly Warehouse: Specify the warehouse for sub-assemblies.

Sub Assembly Items Table

No.	Sub Assembly Item Code	Target Warehouse	Schedule Date	Required Qty	BOM No	Manufacturing Type
1	Code of the sub-assembly item	Warehouse for storage	Date for scheduling	Quantity required	Bill of Materials	Type of manufacturing process

Material Request Planning

Include Non-Stock Items: Checkbox to include non-stock items in material requests.
Include Subcontracted Items: Checkbox to include items provided by subcontractors.
Consider Minimum Order Qty: Checkbox to respect the minimum order quantity for items.
Include Safety Stock in Required Qty Calculation: Checkbox to consider safety stock.
Ignore Available Stock: Checkbox to ignore existing stock during material requests.
Get Actual Request Qty: Checkbox to calculate request quantities based on reserved and requested stock.
Raw Materials Warehouse: Warehouse for raw materials.

Raw Materials Table

No.	Item Code	For Warehouse	Type	Plan to Request Qty	Qty As Per BOM	Required By
1	Code for the raw material	Target warehouse	Stock or non-stock	Planned quantity for requesting	Quantity based on BOM	Date needed

2Work Order

New Purchase Order Form Description

New Work Order

Header Section

Status: Dropdown or display field indicating the work order's status (e.g., "Draft," "Submitted").
Save Button: Button to save the work order.

Production Item

Manufacturer For: Field to specify the party for whom manufacturing is being done.
Manufacturer Name: Name of the manufacturer.
Item To Manufacture: Mandatory field to specify the item being manufactured.
BOM No: Mandatory field to specify the Bill of Materials for the item.
Process: Mandatory field to specify the manufacturing process.
Sales Order: Links the work order to a sales order, if applicable.
Remark: Text field for additional notes or remarks.

Right Column Fields

Qty To Manufacture: Mandatory field to input the quantity to be manufactured.
Panel Type: Specifies the type of panel, if relevant.
Project: Links the work order to a project, if applicable.
Serial Prefix: Displays or allows setting a prefix for serial numbers.
Serial Digit: Specifies the number of digits for the serial number.
Start Serial No: Indicates the starting serial number for the manufactured items.
Ref Work Order: Links to a reference work order, if applicable.

Set UOM

Required Items Table

No.	Item Code	Source Warehouse	Base Qty Component	Required Qty	Transferred Qty
1	Code of the required item	Warehouse where the item will be sourced	Base quantity required for manufacturing	Quantity required for the process	Quantity already transferred

3Material Request

New Purchase Order Form Description

New Material Request

Details

Series: Mandatory field to specify the naming series for the material request (e.g., IG-MRQ-.YY.-).
Transaction Date: Mandatory field for the date of the transaction.
Purpose: Dropdown to select the purpose of the material request (e.g., Purchase, Transfer, Manufacture).
Material Requesting Person: Mandatory field to specify the person requesting the material.
Required By: Field to specify the required-by date for the materials.
Urgency Status: Mandatory dropdown to indicate the urgency (e.g., Low, Medium, High).
Department: Mandatory field to specify the department requesting the material.

Items

Scan Barcode: Field for scanning or entering the barcode of the item.
Set Target Warehouse: Allows setting a target warehouse for all items in bulk.

Items Table

No.	Item Code	Required By	Quantity	Target Warehouse	UOM
1	Mandatory field to specify the code of the item being requested.	Field to specify the date when the item is required.	Mandatory field for the quantity of the item being requested.	Field to specify the warehouse where the item will be stored.	Mandatory field to specify the unit of measurement for the item.

Adds a new row to the table for entering additional items.

Allows adding multiple items at once.

Sales Order Details

HNS Dim Sales Order: Dropdown or display field linking the material request to a sales order.

4Manufacturing Plan Template

New Hns Manufacturing Plan Sheet

New HNS Manufacturing Plan Template

Style *: Select the style or product category for the manufacturing plan. This is a mandatory field. Options include predefined styles such as BEGINNERS, BRITNEY, CATWALK, etc.
Is Generic: Enable this checkbox if the manufacturing plan applies to generic products or styles without customization.
Item Table: This section allows you to add multiple items for the manufacturing plan. Each row includes:
Add Row: Click this button to add a new row to the item table for entering additional items.
Download: Download the current manufacturing plan data in a supported file format for review or backup.
Upload: Upload an updated file to populate or modify the existing manufacturing plan data.
Save: Save the entered details and finalize the manufacturing plan.

5Customized Sales Order Generation Tool

New Hns Apparel Multi Automation Tool

Working Tab

Mode *

Select the order type mode. Options may include "Make to Order" or other relevant modes. This is a required field.

Customer *

Enter the customer's name or select an existing customer. This field is mandatory.

Date *

Select or input the order creation date. The default value is the current date.

HNS Doc Remarks

Optional field for adding remarks specific to the HNS document.

Series

Select a predefined series or create a new one for the document numbering.

Customer Address

Enter the detailed address of the customer.

Payment Terms Template

Select a payment terms template applicable to the order.

Sales Person

Specify the sales representative handling the order.

Order Type *

Choose the type of order. This is a mandatory field.

Customer's Purchase Order

Enter the customer's purchase order reference number.

Style

Select the style associated with the order items.

Color

Specify the color associated with the style.

Cup

Input the cup size or type, relevant for apparel customization.

Order Items Table

This section allows adding detailed order items. Each row includes:

No.: Auto-generated serial number.
Style: Selected style for the order item.
Color: Specify the color of the item.
Cup: Enter cup size/type.

Add Items

Click this button to add new items to the order items table.

Final Order Tab

Items Table

Add finalized order items in this section. Each row includes:

No.: Auto-generated serial number.
Style: Select the style for the item.
Color: Enter the color of the item.
Cup: Specify the cup size/type.
Total Qty: Enter the total quantity for the item.
L, M, S, 30, 32, 34: Specify item quantities based on sizes.

Add Row

Click to add a new row to include additional items.

6Bulk SKU Generation

Hns Apparel Multi Automation Tool - SKU Items Table

SKU Generate Tab

Style

Select or input the style for generating SKUs.

Color

Specify the color of the SKU.

Size

Enter the size for the SKU.

Show Items

Button to display the list of items matching the selected style, color, and size.

SKU Items Table

Add SKU details in this table. Each row includes:

No.: Auto-generated serial number.
Item: Item name or SKU identifier.

Add Row

Click to add a new row to input additional SKU details.

Generate SKU

Button to generate the SKU based on the provided details.

7Auto RM Consumption

Hns Apparel Multi Automation Tool - SKU Items Table

RM Consumption Tab

Generate RM List

Button to generate the raw material list based on the order requirements.

Color

Specify the color associated with the raw material list.

Raw Material Table

Add raw material details in this section. Each row includes:

No.: Auto-generated serial number.
Item *: Specify the raw material name (mandatory).
Color: Enter the raw material color.
UOM: Input the Unit of Measure.
Qty: Enter the quantity required.
Rate: Specify the rate for the raw material.

Add Row

Click to add a new row for raw material entries.

Delivery Date

Input the delivery date for the raw materials.

Sales Person

Specify the sales representative responsible for the raw material order.

Payment Terms Template *

Select the payment terms template applicable to the raw material order. This is a required field.

HNS Doc Remarks

Optional field to add remarks for the raw material document.

Actions

RM Consumption: Button to calculate and display raw material consumption details.
Make Order: Click to finalize and create the order for processing.
Save: Save all the entered data and finalize the current document.

INVENTORY

Inventory Module

1Stock Entry - Material Receipt

Material Receipt

Fields

Stock Entry Type: Indicates the type of stock entry, such as "Material Receipt."
Posting Date: The date on which the material receipt is recorded in the system.
Posting Time: The exact time of the material receipt entry.
Inspection Required: A checkbox to specify whether an inspection is required for the received material.
Apply Putaway Rule: A checkbox to apply predefined putaway rules for organizing the received items in the warehouse.
FG Returned Qty: The quantity of finished goods being returned, if applicable.
Default Target Warehouse: The default warehouse where the received items will be stored. This value is automatically set for all items in the table unless manually overridden.
Items: A table listing the details of the items being received, including the following columns:
Total Estimated Taxes: The total estimated tax amount for the items being received.
Total Qty: The total quantity of all items in the receipt.
Total Outgoing Value (Consumption): The total value of items being consumed or outgoing as part of the transaction.
Grand Total: The total monetary value of the items in the receipt, including taxes.
Total Incoming Value (Receipt): The total value of items being received into inventory.
Total Value Difference (Incoming - Outgoing): The net difference between incoming and outgoing values for the material receipt.
Comments: A section for adding comments or notes related to the material receipt.

2Stock Entry - Material Issue

Material Issue

Fields

Stock Entry Type: Specifies the type of stock entry, such as "Material Issue."
Posting Date: The date on which the material issue is recorded in the system.
Posting Time: The exact time of the material issue entry.
Inspection Required: A checkbox to indicate if an inspection is needed before issuing the materials.
BOM Info (From BOM): A checkbox to specify if the items being issued are linked to a Bill of Materials (BOM).
FG Returned Qty: The quantity of finished goods being returned, if applicable.
Items: A table listing the details of the items being issued, including the following columns:
Total Estimated Taxes: The total estimated tax amount for the items being issued.
Total Qty: The total quantity of all items in the issue.
Grand Total: The total monetary value of the items being issued, including taxes.
Total Outgoing Value (Consumption): The total value of the materials being issued from inventory.
Total Incoming Value (Receipt): The total value of items being received, which is typically zero for material issues.
Total Value Difference (Incoming - Outgoing): The net difference between incoming and outgoing values for the material issue (usually negative).
Comments: A section for adding comments or notes related to the material issue.

3Stock Entry - Repack

Stock Entry - Repack

Field Descriptions

Stock Entry Type

The type of stock entry being performed. For this entry, it is "Repack".

Company

The name of the company for which this stock entry is being made.

Posting Date

The date on which the stock entry is recorded in the system.

Posting Time

The exact time when the stock entry is recorded.

Inspection Required

A checkbox indicating whether inspection is required for this stock entry.

BOM Info

Indicates if items are selected "From BOM" (Bill of Materials).

Items

The list of items involved in the stock entry, including details such as:

Item Code: Unique identifier for the item.
Short Name: Brief description of the item.
UOM: Unit of Measure for the item (e.g., Nos).
Size: Size specification of the item.
Qty: Quantity of the item being transferred or repacked.
Batch No: Batch number for traceability.
Source Warehouse: The warehouse from which the item is sourced.
Target Warehouse: The warehouse where the item is sent or repacked.

Total Qty

The total quantity of items involved in the stock entry.

Total Incoming Value (Receipt)

The total value of incoming items being received into the warehouse.

Total Outgoing Value (Consumption)

The total value of outgoing items being consumed during the process.

Total Value Difference (Incoming - Outgoing)

The net difference between incoming and outgoing values in this stock entry.

Total Estimated Taxes

The total estimated tax for the stock entry.

Grand Total

The total monetary value of the stock entry, including taxes and other charges.

Comments

A section where users can add remarks or notes related to the stock entry.

4Stock Entry - Material Transfer

Stock Entry - Material Transfer

Field Descriptions

Stock Entry Type

The type of stock entry being performed. For this entry, it is "Material Transfer".

Company

The name of the company for which this stock entry is being made.

Posting Date

The date on which the stock entry is recorded in the system.

Posting Time

The exact time when the stock entry is recorded.

Add to Transit

A checkbox indicating whether items will be marked as "In Transit" during transfer.

Edit Posting Date and Time

A toggle that allows users to edit the posting date and time for the stock entry.

Inspection Required

A checkbox indicating whether inspection is required for this stock entry.

Apply Putaway Rule

A checkbox that, if selected, applies predefined putaway rules for target warehouses.

BOM Info

Indicates if items are selected "From BOM" (Bill of Materials).

Default Warehouse

The source and target warehouses for the stock transfer, including:

Default Source Warehouse: The warehouse where items are sourced.
Default Target Warehouse: The warehouse where items are delivered.
Warehouse Address Links: Links to addresses of the respective warehouses.

Scan Barcode

Field to scan item barcodes for quick entry.

HNS Warehouse Group

A field to group the warehouses under specific HNS categories.

HNS Target Warehouse

Specifies the target warehouse for HNS-managed transfers.

Items

The list of items involved in the stock entry, including details such as:

Item Code: Unique identifier for the item.
Short Name: Brief description of the item.
UOM: Unit of Measure for the item (e.g., Nos).
Size: Size specification of the item.
Qty: Quantity of the item being transferred.
Batch No: Batch number for traceability.
Source Warehouse: The warehouse from which the item is sourced.
Target Warehouse: The warehouse where the item is sent.

Total Qty

The total quantity of items involved in the stock transfer.

Total Incoming Value (Receipt)

The total value of incoming items being received into the target warehouse.

Total Outgoing Value (Consumption)

The total value of outgoing items being transferred from the source warehouse.

Total Value Difference (Incoming - Outgoing)

The net difference between incoming and outgoing values in this stock entry.

Total Estimated Taxes

The total estimated tax for the stock entry.

Grand Total

The total monetary value of the stock entry, including taxes and other charges.

Sales Order Details

Information about linked sales orders, including:

HNS Dim Sales Order: A reference to the specific HNS dimensional sales order.

Comments

A section where users can add remarks or notes related to the stock entry.

REPORTS ( HNS CUSTOMIZED )

Purchase Invoice

1Purchase Invoice iDashboard - HnsRep

Purchase Invoice iDashboard - HnsReport

Filters

Company

Filter by the company name associated with the purchase invoices.

Date Range

Filter invoices within a specified posting date range (From Date to To Date).

Supplier Name

Filter invoices based on the supplier's name.

Supplier Group

Filter invoices by supplier groups (e.g., textiles, trims, etc.).

Status

Filter invoices based on their status (e.g., Paid, Unpaid).

Show Additional Options

Enable this option to display advanced filter settings.

Select Report Type

Dropdown menu to select the report view type, including options such as:

Date Wise
Date Wise Summary
Status Wise
Supplier Address Wise
Supplier Group + Supplier
Supplier Group Wise
Supplier Wise
Supplier Wise Summary

Fields

Posting Date: The date on which the invoice was posted.
Bill No: The bill number as provided by the supplier.
Supplier Name: The name of the supplier for the specific invoice.
Supplier Address: The address of the supplier as recorded in the invoice.
Supplier Invoice No: The unique invoice number provided by the supplier.
Supplier Invoice Date: The date on the supplier's invoice.
Due Date: The due date for payment of the invoice.
Total Qty: The total quantity of goods or services recorded in the invoice.
Gross Amount: The total gross amount of the invoice.
Discount Amount: The total discount amount applied to the invoice.
Net Amount: The net amount payable after discounts are applied.
Outstanding Amount: The outstanding amount remaining to be paid.

2Purchase Invoice Details iDashboard - HnsReport

Purchase Invoice Details iDashboard - HnsReport

Filters

Company

Filter by the company name associated with the purchase invoices.

Date Range

Filter invoices within a specified posting date range (From Date to To Date).

Item Group

Filter invoices by the group classification of items (e.g., Fabrics, Stabilizers).

Item Name

Filter invoices based on the specific name of items listed.

Purchase Invoice No

Filter invoices by the unique purchase invoice number.

Supplier Name

Filter invoices based on the supplier's name.

Status

Filter invoices based on their status (e.g., Pending, Paid).

Show Additional Options

Enable this option to display advanced filter settings.

Select Report Type

Dropdown menu to select the report view type, including options such as:

Date Wise
Date Wise Summary
Item Group + Item Wise
Item Group Wise
Item Group Wise Summary
Item Wise
Item Wise Summary
Supplier + Item Group
Supplier + Item Wise
Supplier Wise
Supplier Wise Summary
Pending Payment

Fields

Posting Date: The date on which the invoice was posted.
Bill No: The bill number as provided by the supplier.
Supplier Name: The name of the supplier for the specific invoice.
Supplier Invoice No: The unique invoice number provided by the supplier.
Supplier Invoice Date: The date on the supplier's invoice.
Item Group: The group classification to which the item belongs (e.g., Fabric, Stabilizer).
Item Name: The specific name or description of the item listed in the invoice.
Unit: The unit of measurement for the item (e.g., Kg, Meter).
Total Quantity: The total quantity of the item purchased.
Rate: The rate per unit of the item.
Gross Amount: The total gross amount for the item.
Discount Amount: The discount applied to the item.
Net Amount: The net amount payable for the item after applying discounts.

3Purchase Invoice Dynarep

Purchase Invoice - DynaRep

Filters

Company: Filter by the company name associated with the purchase invoices.
Date Range: Filter invoices within a specific posting date range (From Date to To Date).
Supplier: Filter invoices by the name of the supplier.
Show Additional Filters: Enable this option to display advanced filter options.
Sales Order No: Filter invoices based on the linked sales order number.
Credit To A/c: Filter invoices by the account to which credit is applied.
Purchase Invoice: Select the type of report (e.g., Purchase Invoice, Purchase Debit Note, etc.).
Status: Filter invoices based on their status (e.g., Submitted, Draft, Cancelled).
Employee Micro Dimension: Filter invoices by employee-specific micro-dimensions.
Premise Micro Dimension: Filter invoices by premise-specific micro-dimensions.
Vehicle Micro Dimension: Filter invoices by vehicle-specific micro-dimensions.
Department Micro Dimension: Filter invoices by department-specific micro-dimensions.

Fields

Date: The posting date of the purchase invoice.
Supplier Name: The name of the supplier for the specific invoice.
Total Qty: The total quantity of items listed in the invoice.
Total Amt.: The total amount of the purchase invoice.
Grand Total: The total amount of the invoice including taxes and charges.
Outstanding Amt.: The remaining amount to be paid for the invoice.
Doc. No.: The unique document number of the purchase invoice.

4Purchase Invoice Details - Dynamic Report

Purchase Invoice Details

Purchase Invoice Details - Dynamic Report

Filter Descriptions

Supplier

Select the supplier for which the purchase invoice details should be displayed.

Date Range

From Date: Specify the start date for the report.
To Date: Specify the end date for the report.

Purchase Invoice

Filter the data to show only purchase invoices.

Status

Specify the status of the purchase invoice, such as "Submitted" or "Draft".

Show Additional Filters

Enable additional filters such as:

Sales Order No.
Purchase Order No.
Expense A/c
Account micro dimension
Employee micro dimension
Premise micro dimension
Vehicle micro dimension
Department micro dimension

Show Analytical Filters

Toggle to display filters that provide analytical insights into the data.

Field Descriptions

Posting Date: The date when the transaction was posted in the system.
Supplier Name: The name of the supplier associated with the purchase invoice.
Item Name: The name or description of the item purchased.
Qty: The quantity of the item in the purchase invoice.
UoM: The unit of measurement for the item (e.g., Pcs, Pair).
Rate: The rate per unit for the item in the invoice.
Amount: The total amount for the item (calculated as Quantity × Rate).
Item Code: The unique code or identifier for the item.
Doc. No.: The document number associated with the purchase invoice.
Report Check: A checkbox to select rows for report analysis or comparison.

5Accounts Payable Report

Accounts Payable New - Field and Filter Descriptions

Accounts Payable New Report

Filter Descriptions

Finance Book

Select the finance book to filter accounts payable details.

Cost Center

Choose the cost center to filter transactions based on a specific department or project.

Payable Account

Select the account to view payables linked to it.

Posting Date

Specify the date to filter payable entries posted on or before this date.

Payment Terms Template

Filter payables based on the selected payment terms template.

Party Type

Select the type of party (e.g., Supplier, Customer) for the accounts payable.

Party

Specify the party to filter payables associated with them.

Grouping Options

Group By Supplier: Consolidate payables by supplier.
Group By Voucher: Consolidate payables by voucher/document.

Additional Filters

Show Remarks: Include remarks in the report.
Show Future Payments: Display payments due in the future.
Revaluation Journals: Include journal entries for currency revaluation.
In Party Currency: Show amounts in the party's currency.
Handle Employee Advances: Include advances made to employees.
Based On Payment Terms: Filter based on configured payment terms.

Field Descriptions

Party

The name of the party (supplier, customer, or other) to whom the payable is associated.

Bill No

The invoice or bill number issued by the party.

Bill Date

The date on which the bill or invoice was issued.

Invoiced Amount

The total amount invoiced by the party.

Outstanding Amount

The unpaid amount for the respective invoice.

Ageing Buckets

0-30: Payables due within 30 days.
31-60: Payables due between 31 and 60 days.
61-90: Payables due between 61 and 90 days.
91-120: Payables due between 91 and 120 days.
121-Above: Payables overdue by more than 120 days.

Report Check

A checkbox to select rows for report analysis or comparison.

Graphical Representation

The bar at the top represents the distribution of outstanding amounts across the ageing buckets (0-30, 31-60, 61-90, 91-120, and 121-Above).

Sales Invoice

1Sales Invoice iDashboard Hns-Rep

Sales Invoice iDashboard - Field and Filter Descriptions

Sales Invoice iDashboard

Filter Descriptions

From Date

Specify the starting date to filter sales invoices created on or after this date.

To Date

Specify the ending date to filter sales invoices created on or before this date.

Customer Group

Filter invoices by the selected customer group.

Customer Name

Filter invoices for a specific customer by entering their name.

Customer Address

Filter invoices by the customer's address.

Excluding Customer

Specify customers to exclude from the report.

Status

Filter invoices by their status (e.g., Paid, Unpaid, Overdue).

Select Report Type

Choose the type of report to view. Options include:

Customer Address Wise Summary: Summarize invoices by customer address.
Customer Group + Customer: Group invoices by customer group and individual customers.
Customer Group Wise: Summarize invoices by customer group.
Customer Wise: Display invoices for each customer.
Customer Wise Summary: Provide a summary of invoices by customer.
Date Wise: Display invoices by specific dates.
Date Wise Summary: Provide a summary of invoices by date.
Month Wise Summary: Summarize invoices by month.
Status Wise: Summarize invoices by their payment status.

Additional Options

Enable or disable additional options such as showing advanced filters or changing settings.

Field Descriptions

Posting Date: The date when the invoice was posted in the system.
Invoice No: The unique number assigned to the sales invoice.
Customer Name: The name of the customer for whom the invoice is generated.
Due Date: The date by which the invoice amount is due for payment.
Total Qty: The total quantity of items included in the invoice.
Total Amount: The total value of the invoice, including taxes and charges.
Tax Category: Indicates whether the invoice is In-State or Out-State for tax purposes.
Tax and Charges: The total tax and additional charges applied to the invoice.
Report Check: A checkbox to select specific rows for further analysis or reporting.

2Sales Outstanding iDashboard Report

Sales Outstanding iDashboard - Field and Filter Descriptions

Sales Outstanding iDashboard

Filters

Company: The name of the company for which the sales outstanding data is displayed.
Receivable Account: The account code or name that holds receivables from customers.
Finance Book: The financial book used for managing accounting data, such as ledger entries.
Cost Center: The cost center related to the sales transactions, used for tracking expenses and revenue.
Party Type: The type of customer or vendor (e.g., Customer, Distributor) for whom the data is being filtered.
Party: The specific customer or party for which the outstanding data is displayed.
Sales Partner: The sales partner associated with the transactions.
Sales Person: The salesperson responsible for the sales transactions.
Territory: The geographical location or area of operation for the customer or transaction.

Fields

Posting Date: The date on which the sales invoice or transaction was posted.
Party: The name of the customer or client for whom the transaction is recorded.
Party Name: The detailed or full name of the customer or client.
Ship To: The address or location where the goods or services are delivered.
Voucher No: The unique number assigned to the sales invoice or transaction.
Sales Person: The name of the person who managed the sale.
Invoice Amount: The total amount mentioned in the sales invoice.
Outstanding Amount: The unpaid or pending amount from the total invoice value.

3Sales Invoice - DynaRep

Sales Invoice - DynaRep - Field and Filter Descriptions

Sales Invoice - DynaRep

Filters

Customer: The name of the customer whose sales invoice data is being viewed.
Date Range: The start and end dates to filter the invoices within the specified period.
Sales Order No.: The sales order number associated with the invoice.
Debit To: The account to which the invoice amount is debited.
Employee Micro Dimension: A specific filter dimension to segregate invoice data by employee.
Premise Micro Dimension: A specific filter dimension to segregate invoice data by premises.
Vehicle Micro Dimension: A specific filter dimension to segregate invoice data by vehicles.
Department Micro Dimension: A specific filter dimension to segregate invoice data by departments.

Fields

Date: The date on which the sales invoice was issued.
Customer Name: The name of the customer to whom the invoice was issued.
Qty Total: The total quantity of items included in the invoice.
Amt. Total: The total amount before adjustments such as taxes or discounts.
Grand Total: The total amount of the invoice, including all adjustments like taxes or discounts.
Outstanding Amount: The remaining unpaid amount for the invoice.
Doc. No.: The document or invoice number assigned to the transaction.

4Sales Invoice Details - DynaRep

Sales Invoice Details - DynaRep - Field and Filter Descriptions

Sales Invoice Details - DynaRep

Filters

Customer: The name of the customer whose sales invoice details are being viewed.
Date Range: The start and end dates to filter the invoices within the specified period.
Item: The specific item name or code to filter the details by product.
Sales Order No.: The sales order number associated with the invoice.
Income A/c: The income account to which the sales are credited.
Account Micro Dimension: A specific filter dimension to segregate invoice details by account.
Employee Micro Dimension: A specific filter dimension to segregate invoice details by employee.
Premise Micro Dimension: A specific filter dimension to segregate invoice details by premises.
Vehicle Micro Dimension: A specific filter dimension to segregate invoice details by vehicles.
Department Micro Dimension: A specific filter dimension to segregate invoice details by departments.

Fields

Posting Date: The date on which the sales invoice was recorded in the system.
Customer Name: The name of the customer to whom the invoice was issued.
Item Name: The name of the product or service mentioned in the invoice.
Qty: The quantity of the item sold in the invoice.
UoM: The unit of measurement for the item (e.g., pcs, kg).
Rate: The rate per unit for the item in the invoice.
Amount: The total value of the item in the invoice (Qty × Rate).
Item Code: The code or identifier assigned to the item in the invoice.
Doc. No.: The document or invoice number assigned to the transaction.

5QTY Wise Sales Invoice aDashboard

QTY Wise Sales Invoice aDashboard

Filters

Company: Filter sales invoices by a specific company or creator's name.
From Date: Specify the start date for filtering sales invoices.
To Date: Specify the end date for filtering sales invoices.
Item Name: Filter sales invoices by specific item names.
Style: Filter sales invoices by item style.
Colour: Filter sales invoices by item colour.
Item Group: Filter sales invoices by item group.
Warehouse: Filter sales invoices by warehouse where the items are stored or sold.
Brand: Filter sales invoices by item brand.
Qty: Filter sales invoices by specific item quantities.
From Sales Invoice: Filter sales invoices originating from a specific invoice.

Fields

Style: The style or design of the item sold in the invoice.
Colour: The colour of the item sold in the invoice.
Cup: The cup size or related attribute of the item.
Brand: The brand of the item sold in the invoice.
Total: The total quantity of the item sold across all invoices.
Columns (30, 32, 34, 36): Specify the quantity of items sold in these respective size categories.

6Amount Wise Sales Invoice aDashboard

Amount Wise Sales Invoice aDashboard

Filters

Company: Filter sales invoices by a specific company or creator's name.
From Date: Specify the start date for filtering sales invoices.
To Date: Specify the end date for filtering sales invoices.
Item Name: Filter sales invoices by specific item names.
Style: Filter sales invoices by item style.
Colour: Filter sales invoices by item colour.
Item Group: Filter sales invoices by item group.
Warehouse: Filter sales invoices by warehouse where the items are stored or sold.
Brand: Filter sales invoices by item brand.
Amount: Filter sales invoices by specific item amounts or total value.
From Sales Invoice: Filter sales invoices originating from a specific invoice.

Fields

Style: The style or design of the item sold in the invoice.
Colour: The colour of the item sold in the invoice.
Cup: The cup size or related attribute of the item.
Brand: The brand of the item sold in the invoice.
Total: The total value of the items sold across all invoices.
Columns (30, 32, 34, 36): The total amount or value of items sold in these respective size categories.

Purchase Order

1Purchase order iDashboard

Purchase Order iDashboard Report

Filters

Supplier Group: Filter purchase orders by the supplier group associated with them.
Supplier: Filter purchase orders by the name of the supplier.
Status: Filter purchase orders based on their current status (e.g., Pending, Completed).
Purchase Order Type: Filter purchase orders based on their type (e.g., Domestic, International).
Warehouse: Filter purchase orders associated with a specific warehouse.
Bill No: Filter purchase orders by their corresponding bill number.
Date Range: Filter purchase orders within a specific date range (From Date to To Date).
Show Additional Options: Enable this option to display extended filter and data options.

Fields

Bill Date: The date on which the bill was issued for the purchase order.
Total Qty: The total quantity of items included in the purchase order.
Gross Amt: The total amount before applying any discounts or deductions.
Disc Amt: The amount deducted as a discount on the purchase order.
Net Total: The total amount after applying discounts on the purchase order.
Total Taxes and Charges: The combined amount of all taxes and additional charges.
Grand Total: The final amount after including taxes, discounts, and other charges.
Rounded Total: The rounded-off value of the grand total for the purchase order.
Company: The name of the company associated with the purchase order.
Warehouse: The warehouse linked to the purchase order.

2Purchase Order Details iDashboard Report

Purchase Order Details iDashboard Report

Filters

Abhinandan Creation: Filter purchase orders by a specific company or creator's name.
From Date: Specify the start date for filtering purchase orders.
Item Group: Filter purchase orders by the group of items.
Item Name: Filter purchase orders by the specific item name.
Supplier Name: Filter purchase orders by the supplier's name.
Warehouse: Filter purchase orders by the associated warehouse.
Broker: Filter purchase orders by the broker's name or details.
Show Additional Options: Enable to display additional filter options for customization.
Purchase Order Type: Filter purchase orders by their type (e.g., Domestic, International).
Date Wise: Sort or filter purchase orders based on dates in chronological order.

Fields

Bill Date: The date on which the purchase order or bill was created.
Bill No: The unique bill number for the purchase order.
Supplier: The name of the supplier for the purchase order.
PO Type: The type of purchase order (e.g., Standard, Backorder).
Item Code: The unique code representing the item in the purchase order.
Item Name: The name of the item included in the purchase order.
Party Currency Rate: The exchange rate or currency value associated with the party.
Company: The company linked to the purchase order.

3Purchase Order Analysis Report

Purchase Order Analysis Report

Filters

Abhinandan Creation: Filter purchase orders by a specific company or creator's name.
From Date: Specify the start date for filtering purchase orders.
To Date: Specify the end date for filtering purchase orders.
Project: Filter purchase orders by associated projects.
Purchase Order: Filter by specific purchase order numbers.
Status: Filter purchase orders based on their status (e.g., Completed, To Bill).
Group by Purchase Order: Enable to group results by purchase order for consolidated reporting.

Fields

Date: The date on which the purchase order was created.
Required By: The date by which the items in the purchase order are required.
Purchase Order: The unique number assigned to the purchase order.
Status: The current status of the purchase order (e.g., Completed, To Bill).
Supplier: The name of the supplier for the purchase order.
Project: The project associated with the purchase order, if any.
Qty: The total quantity of items ordered in the purchase order.
Received Qty: The quantity of items received so far from the purchase order.
Pending Qty: The quantity of items still pending to be received from the purchase order.
Billed Amount: The total amount that has been billed for the purchase order.
Amount to Bill: The remaining amount that is yet to be billed for the purchase order.

4Hns Pending Purchase Order Report

Hns Pending Purchase Order Report

Filters

Company: Filter by the company associated with the purchase orders.
Date Range: Filter purchase orders within a specific posting date range (From Date to To Date).
Supplier: Filter purchase orders by the name of the supplier.
Supplier Group: Filter purchase orders based on the supplier's group.
Item: Filter purchase orders by specific items included in the orders.
Item Group: Filter purchase orders by the item group classification.
Status: Filter purchase orders by their current status (e.g., Pending, Completed, etc.).
Group By: Group the report by a specific field such as supplier, item, or status.

Fields

Date: The date of the purchase order or related transaction.
PR Request: The Purchase Requisition (PR) request associated with the order.
Sales Order: The sales order linked to the purchase order, if applicable.
ReqDate: The required date for the items or services in the purchase order.
Purchase Order No: The unique number assigned to the purchase order.
Supplier Code: The unique code assigned to the supplier associated with the purchase order.
Supplier Name: The name of the supplier for the purchase order.

5Purchase Order - DynaRep

Purchase Order - DynaRep

Filters

Company: Filter by the company associated with the purchase orders.
Date Range: Filter purchase orders within a specific posting date range (From Date to To Date).
Supplier: Filter purchase orders by the name of the supplier.
Sales Order No: Filter purchase orders by associated sales order numbers.
Doc Status: Filter purchase orders by their document status, such as Submitted, Draft, To Bill, To Receive, Completed, etc.
Report Type: Select the type of purchase order report (e.g., Date Wise Purchase Order).

Fields

Date: The date when the purchase order was created or modified.
Supplier Name: The name of the supplier associated with the purchase order.
Qty Total: The total quantity of items in the purchase order.
Amt. Total: The total amount of the purchase order before taxes and additional charges.
Grand Total: The total amount of the purchase order, including all taxes and charges.
Doc. No: The unique document number assigned to the purchase order.

6Purchase Order Details - DynaRep

Purchase Order Details - DynaRep

Filters

Company: Filter by the company associated with the purchase orders.
Date Range: Filter purchase orders within a specific posting date range (From Date to To Date).
Supplier: Filter purchase orders by the name of the supplier.
Sales Order No: Filter purchase orders by associated sales order numbers.
Item: Filter purchase orders by specific items listed in the order.
Doc Status: Filter purchase orders by their document status, such as Submitted, Draft, To Bill, To Receive, Completed, etc.

Fields

Posting Date: The date when the purchase order was posted.
Supplier Name: The name of the supplier associated with the purchase order.
Item Name: The name of the item listed in the purchase order.
Qty: The quantity of the item ordered in the purchase order.
UoM: The unit of measure for the item ordered.
Rate: The per-unit rate of the item in the purchase order.
Amount: The total amount for the item based on quantity and rate.
Item No: The line item number within the purchase order.
Doc. No: The unique document number assigned to the purchase order.

Sales Order

1Sales Order - DynaRep

Sales Order - DynaRep

Filters

Customer: Filter by the customer name associated with the sales orders.
Date Range: Filter sales orders within a specific date range (From Date to To Date).
Status: Filter sales orders by their document status, such as Submitted, Draft, Completed, etc.
Report Type: Select the type of report to display, such as "Date Wise Sales Order".
Additional Filters: Using the Settings button, additional filters and fields can be added for more control over the report.

Fields

Date: The posting date of the sales order.
Customer Name: The name of the customer associated with the sales order.
Qty To...: The quantity of items in the sales order.
Amt.Total: The total amount for the sales order before applying discounts or taxes.
Grand Total: The final total amount for the sales order, including taxes and discounts.
Doc. No: The unique document number assigned to the sales order.
Total Tax: The total tax applied to the sales order.
Discount: The total discount applied to the sales order.

2Sales Order Details - DynaRep

Sales Order Details - DynaRep

Filters

Customer: Filter by the customer name associated with the sales orders.
Date Range: Filter sales orders within a specific date range (From Date to To Date).
Item: Filter sales orders by specific items listed in the order.
Status: Filter sales orders by their document status, such as Submitted, Draft, Completed, etc.
Report Type: Select the type of report to display, such as "Date Wise Sales Order".
Additional Filters: Using the Settings button, additional filters and fields can be added for more control over the report.

Fields

Posting Date: The date when the sales order was posted.
Customer Name: The name of the customer associated with the sales order.
Item Name: The name of the item listed in the sales order.
Qty: The quantity of the item ordered in the sales order.
UoM: The unit of measure for the item ordered (e.g., Pcs).
Rate: The per-unit rate of the item in the sales order.
Amount: The total amount for the item based on quantity and rate.
SL: The serial number of the line item within the sales order.
Doc. No: The unique document number assigned to the sales order.

3Hns Sales Order Trends Report

Hns Sales Order Trends Report

Filters

ID: Filter by the unique ID associated with each sales order.
Customer: Filter by the customer associated with the sales orders.
Customer Name: Filter by the customer's full name.
Date: Filter sales orders by their date of creation or posting.
Company: Filter by the company associated with the sales orders.
Delivery Status: Filter sales orders by their delivery status, such as Not Delivered, Fully Delivered, Partly Delivered, Closed, or Not Applicable.
Billing Status: Filter sales orders by their billing status, such as Not Billed, Fully Billed, Partly Billed, or Closed.
Graph Type: Select the type of graph to visualize trends, including Daily, Weekly, Monthly, Yearly, or Quarterly graphs.

Fields

ID: The unique identifier for the sales order.
Customer Name: The full name of the customer associated with the sales order.
Customer: The customer linked to the sales order.
Date: The date when the sales order was created or posted.
Delivery Date: The date when the delivery of the sales order is scheduled or completed.
Company: The company responsible for processing the sales order.
Total Quantity: The total quantity of items ordered in the sales order.
Base Grand Total: The total amount for the sales order in the base currency, including all charges and taxes.
Delivery Status: The current delivery status of the sales order, such as Fully Delivered or Partly Delivered.
% Delivered: The percentage of the total quantity that has been delivered.

Purchase Receipt

1Purchase Receipt - DynaRep

Purchase Receipt - DynaRep

Filters

Company: Filter by the company associated with the purchase receipts.
Date Range: Filter purchase receipts within a specific posting date range (From Date to To Date).
Supplier: Filter purchase receipts by the name of the supplier.
Sales Order No: Filter purchase receipts by associated sales order numbers.
Document Type: Select the type of document to display, such as Purchase Receipt.
Doc Status: Filter purchase receipts by their document status, such as Submitted, Draft, To Bill, Completed, etc.

Fields

Date: The date when the purchase receipt was posted.
Supplier Name: The name of the supplier associated with the purchase receipt.
Qty Total: The total quantity of items received in the purchase receipt.
Amt. Total: The total amount for all items in the purchase receipt.
Grand Total: The grand total amount for the purchase receipt, including taxes and other charges.
Doc. No: The unique document number assigned to the purchase receipt.

2Purchase Receipt Details - DynaRep

Purchase Receipt Details - DynaRep

Filters

Company: Filter by the company associated with the purchase receipt details.
Date Range: Filter records within a specific posting date range (From Date to To Date).
Supplier: Filter details by the name of the supplier.
Item: Filter details by the specific item name or code.
Sales Order No: Filter records by the associated sales order number.
Document Type: Select the type of document to display, such as Purchase Receipt.
Doc Status: Filter records by document status, such as Submitted, Draft, Cancelled, etc.

Fields

Posting Date: The date when the purchase receipt was posted.
Supplier Name: The name of the supplier associated with the receipt details.
Item Name: The name of the item received in the purchase receipt.
Qty: The quantity of the item received in the purchase receipt.
UOM: The unit of measure for the received item (e.g., Kg, Pcs, Meter).
Rate: The rate per unit for the item received.
Amount: The total amount for the item (Qty x Rate).
It...: Represents the iteration or serial number of the item in the receipt.
Doc. No: The unique document number assigned to the purchase receipt.

3Purchase Receipt iDashboard Report

Purchase Receipt iDashboard Report

Filters

Company: Filter by the company associated with the purchase receipts.
Date Range: Filter records within a specific bill date range (From Date to To Date).
Supplier Group: Filter details by the supplier group.
Supplier: Filter records by the specific supplier's name or code.
Warehouse: Filter purchase receipt records based on the warehouse.
Purchase Order Number: Filter by the associated purchase order number.
Status: Filter purchase receipts based on their current status.
Order Type: Filter records based on the type of order (e.g., Local, Import).

Fields

Bill Date: The date mentioned on the bill for the purchase receipt.
Bill No: The unique bill number associated with the purchase receipt.
Total Qty: The total quantity of items received in the purchase receipt.
Gross Amount: The total gross amount of the items before discounts and taxes.
Discount Amount: The total discount amount applied to the purchase receipt.
Net Total: The total amount after discounts but before taxes.
Total Taxes and Charges: The total taxes and additional charges applied to the purchase receipt.
Grand Total: The overall total amount including taxes and charges.
Rounded Total: The grand total rounded to the nearest currency unit.

4Purchase Receipt Details iDashboard Report

Purchase Receipt Details iDashboard Report

Filter Descriptions

From Date: Specify the starting date to filter purchase receipt entries from this date onwards.
To Date: Specify the ending date to filter purchase receipt entries up to this date.
Supplier: Filter records by the supplier associated with the purchase receipts.
Item Group: Filter records by the group to which the item belongs.
Item Name: Filter records by the name of the item mentioned in the purchase receipt.
Purchase Order Type: Filter records based on the type of purchase order, such as local or import.
Purchase Order Number: Filter records by a specific purchase order number.
Status: Filter records by the status of the purchase receipt, such as Draft, Submitted, or Canceled.
Item Group + Item Wise: Group and display the report data by item group and item-wise details.
Show Additional Options: Toggle to show or hide additional filter options for advanced customization.

Field Descriptions

Supplier: The name of the supplier associated with the purchase receipt.
Vno: The voucher number or purchase receipt number for the transaction.
Date: The date when the purchase receipt was created.
Item Code: The code or identifier of the item mentioned in the purchase receipt.
PO Type: The type of purchase order, such as Local or Import.
Party Currency Rate: The rate specified in the party's currency for the items in the purchase receipt.
Company Currency Rate: The rate converted to the company’s currency for the items in the purchase receipt.
Report Check: A checkbox to select specific rows for further analysis or reporting.

5Purchase Receipt Trends Report

Purchase Receipt Trends Report

Filter Descriptions

Period: Select the time range for the trends: Yearly, Half-Yearly, Quarterly, or Monthly.
Year: Select the specific year for which you want to analyze purchase receipt trends.
Posting Date: Filter data based on the posting date of purchase receipts.
Billing Date: Filter data based on the billing date associated with the receipts.
Item: Filter trends for a specific item included in the purchase receipts.
Item Group: Filter trends by item groups to analyze grouped purchase data.
Supplier: Filter trends based on the supplier associated with the purchase receipts.
Supplier Group: Filter data by grouping suppliers for high-level trend analysis.
Project: Filter purchase trends based on specific projects linked to the receipts.
Group By: Choose to group trends by "Item" or "Supplier" for aggregated analysis.

Field Descriptions

Item: The item code or identifier listed in the purchase receipt.
Item Name: The name or description of the item associated with the purchase receipt.
2425 (Qty): The quantity of items purchased during the selected period for the given year.
2425 (Amt): The monetary value of items purchased during the selected period for the given year.
Total (Qty): The total quantity of items purchased across all periods.
Total (Amt): The total monetary value of items purchased across all periods.
Report Check: A checkbox to select specific rows for further analysis or reporting.

Stock Ledger

1Finish Goods Stock aDashboard Report - HnsRep

Finish Goods Stock aDashboard

Filters

Customer: Enter or select the customer's name to filter the finish goods stock specific to that customer.
From Date: Select the starting date for filtering stock records within a specific date range.
To Date: Select the end date for filtering stock records within a specific date range.
Item Name: Input the specific item name to filter stock records that include this item.
Style: Enter the style or design reference to filter stock records related to a particular product style.
Colour: Input the color attribute to filter stock records based on product color.
Item Group: Select the group/category under which items are categorized to filter stock records accordingly.
Warehouse: Select the warehouse name to filter stock based on the warehouse where items are stored.
Brand: Enter or select the brand name to filter stock records based on the brand of the product.

Field Descriptions

Style: The specific style of the finished goods item.
Colour: The color of the finished goods item.
Cup: The cup size or specification of the finished goods item.
Brand: The brand under which the finished goods are categorized.
Total Qty: The total quantity of the finished goods item across all sizes or categories.
30, 32, 34, etc.: Breakdown of quantities by size or specification (e.g., size 30, size 32, size 34).
Report Check: A checkbox to select specific rows for further analysis or reporting.

2Stock Ledger Report

Stock Ledger Report

Filters

Customer: Enter or select the customer name to filter stock ledger entries related to a specific customer.
From Date: Choose the start date for filtering stock ledger entries within a specific date range.
To Date: Choose the end date for filtering stock ledger entries within a specific date range.
Warehouse: Select the warehouse to filter the stock movements specific to that location.
Item: Input the specific item code to filter stock movements for that item.
Item Group: Select the item group to filter stock ledger entries by product category.
Batch No: Input the batch number to filter stock ledger entries associated with a particular batch.
Brand: Enter or select the brand name to filter stock ledger entries related to specific product brands.
Voucher #: Input the voucher number to filter the stock ledger entries based on a specific transaction.
Project: Enter or select the project name to filter stock ledger entries tagged to a particular project.
Include UOM: Enable this option to include the Unit of Measure (UOM) for the stock ledger entries.
Currency: Select the currency to display stock ledger values in the chosen currency.
Segregate Serial/Batch Bundle: Enable this option to segregate serial and batch data for detailed reporting.

Fields

Date: The date and time of the stock transaction.
Item: The item code representing the product involved in the transaction.
Item Name: The name of the item as described in the master data.
Stock UOM: The Unit of Measure (UOM) used to quantify the stock.
In Qty: The quantity of stock added during the transaction.
Out Qty: The quantity of stock removed during the transaction.
Balance Qty: The remaining stock quantity after the transaction.
Warehouse: The location where the stock transaction took place.
Item Group: The group or category under which the item is classified.
Brand: The brand of the item involved in the transaction.
Description: A brief description of the item.

3Stock Balance Report

Stock Balance Report

Filters

Company: Specify the company to filter the stock balance data related to that specific organization.
From Date: Choose the starting date for calculating the stock balance.
To Date: Choose the end date for calculating the stock balance.
Item Group: Select the item group to filter the stock balance by product category.
Item: Input the specific item code to filter stock balance for that item.
Warehouse: Specify the warehouse to filter stock balance for that location.
Warehouse Type: Select the warehouse type to refine the results based on predefined categories.
Currency: Select the currency to display the stock balance values.
Include UOM: Enable this option to include the Unit of Measure (UOM) for the stock balance.
Include Zero Stock Items: Enable this option to include items with zero stock balance in the report.
Show Variant Attributes: Enable this option to display item variants with their specific attributes.
Show Stock Ageing Data: Enable this option to include stock ageing details for the items in the report.
Show Dimension Wise Stock: Enable this option to display stock data categorized by dimensions like location or project.
Ignore Closing Balance: Enable this option to exclude closing balances from the report data.

Fields

Item: The item code representing the product.
Item Name: The name of the item as per the master data.
Item Group: The category or group under which the item is classified.
Warehouse: The location where the stock is stored.
Stock UOM: The Unit of Measure (UOM) used to quantify the stock.
Balance Qty: The quantity of stock available at the selected time period.
Balance Value: The monetary value of the stock based on the balance quantity.
Opening Qty: The quantity of stock available at the start of the selected time period.
Opening Value: The monetary value of the stock at the start of the selected time period.
In Qty: The total quantity of stock added during the selected time period.
In Value: The monetary value of the stock added during the selected time period.
Out Qty: The total quantity of stock removed during the selected time period.
Out Value: The monetary value of the stock removed during the selected time period.

SYSTEM DOCUMENTATION FOR APPAREL MANUFACTURING ON ERPNEXT PLATFORM

Purchase

Sales

Production

INVENTORY

Analytical Reports

Operational Reports

Standard Core Modules

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Purchase System

New Purchase Order Form

Details Section

Additional Fields

Purchase Receipt Order Form

Details

Supplier Invoice

Accounting Dimensions

Currency and Price List

Items

Taxes and Charges

Totals

Additional Discount

Raw Materials Consumed

Purchase Invoice Receipt Form

Details

HNS Dimensions

Currency and Price List

Items

Taxes and Charges

TDS Deduction

Totals

Additional Discount

Supplier Quotation

Fields

Sales System

New Sales Order

Details

Notes and Remarks

Currency and Price List

Items

Taxes

Totals

Additional Discount

Delivery Note Fields Description

Header Fields

Notes Fields

Currency and Price List Section

Items Section

HNS Add/Less Detail

Taxes and Charges

Total Section

Additional Discount Section

Sales Invoice Fields Description

Header Fields

HNS Dimensions

Items Section

Taxes and Charges

TDS Deduction

Anote Remark

Totals Section

Additional Discount

New Quotation

Production

New Production Plan

Header Fields

Select Items to Manufacture

Assembly Items Table

Sub Assembly Items

Sub Assembly Items Table

Material Request Planning

Raw Materials Table

New Work Order

Header Section

Production Item

Right Column Fields

Set UOM

Required Items Table

New Material Request

Details

Items