Details

Field name	Description
LoB	Line of business (LoB) segment of the company
Short code	Short name of Line of business name
Default contact	Default branch name of the organization. Users can change a branch’s default contact by clicking on EDIT, which navigates to the Edit Assign Default Contact module, select the Contact from the list and click on SAVE
Description	Comments or short notes about Line of Business segment are displayed

 

Recommended Tags

This section contains Tag names and app name of the Line of Business (LoB)

Tag name	Tag name is displayed. Tag enables the grouping of different entities within a system (for example Zone wise grouping of customers, two-wheeler tires, etc.), which can be defined by each organization based on the analytic reports
App	App name to which LoB belongs
Index

Create Recommended Tags

Tag	Select Tag name from the list
App	Select App name from the list
Index	Enter the Index value

Transaction lock dates

This section contains the transaction lock dates of Invoices, DC, GRN, and Receipts. A lock date is when no user can change an accounting document influencing the previous fiscal period.

Click on EDIT to edit Transaction Lock Dates and select dates for each invoice

Field name	Description
Invoice lock date	Select lock date for the invoice from calendar
Receipt lock date	Select lock date for the receipt from calendar
DC lock date	Select lock date for the DC from calendar
Order lock date	Select lock date for the Order from calendar
Purc. lock date	Select lock date for the Purchase from calendar

Note: Invoice Lock Dates can be accessed if requested by the customer or distributor

LoB wise Break Up

Breakup value would be the value of a company if its components were to be sold or spun off and operated independently.

This section contains the App name and Break Up value of the items

App name	Displays app name of the items in Line of business
Break up	Break-Up value of the items in the LoB segment

Edit LoB wise Break Up

Field name	Description
App	Select App name from the list
Break Up	Enter Break Up value of the items in its LoB segment
	User can add multiple apps by clicking on ADD option

Apply all the details and click on SAVE

MRP settings

This section contains the MRP settings of branches based on LIFO and FIFO.

The Last-In, First-Out (LIFO) method assumes that the last unit to arrive in inventory or more recent is sold first.

The First-In, First-Out (FIFO) method takes that the oldest unit of stock is sold first.

Sales MRP

Branch	Branch name is displayed
Setting	Displays whether the inventory sales follow the LIFO or FIFO method.

Click on CREATE(+) to add Sales MRP settings, it will navigate to ADD SALES MRP SETTINGS page and enter the details required

Add Sales MRP settings

Branch	Select branch name from the list
Sales	Select whether sales MRP should follow LIFO or FIFO method

Click on SAVE to save the sales MRP settings

Purchase MRP

Branch	Displays the branch name
Setting	Displays settings whether the inventory purchases are following the LIFO method or FIFO method

Click on CREATE(+) to add Purchase MRP settings, it will navigate to ADD PURCHASE MRP SETTINGS page

Add Purchase MRP settings

Branch	Select branch name from the list
Purchase	Select LIFO or FIFO method to assign to the Purchase MRP settings

Click on SAVE to save the Purchase MRP settings

Sales Auto MRP

This section contains and displays the branch inventory for which Auto MRP is enabled. Click on CREATE (+) to enable or disable Auto MRP settings

Branch	Select branch name from the list
Auto MRP	Select ‘YES’ to enable Sales Auto MRP settings or ‘NO’ to disable Auto MRP settings

Click on SAVE to save the Auto MRP settings

Sale check availability

This section displays the settings to check availability of the inventory of a branch

Branch	Select the branch name from the list
Check availability	Click on ‘YES’ to enable check availability settings or ‘NO’ to disable check availability settings

Check Branch

Add Check Branch

Branch
Check availability

Order Settings

Sales Order

Field name	Description
Branch	Displays branch name
Setting	Displays Sales settings whether a DC or an Invoice is created first
Auto Invoice	Displays settings whether the invoice is automatically created or not
Deviation quantity	Displays deviation quantity. It is a measurement of a relative riskiness of an asset
Calculate Tax	Displays whether the Tax is calculated or not
Price type	Price type of the order is displayed (Composite price, Piece price or both)

Click on CREATE(+) to add Settings to the Sales Order, it will navigate to Add Sales Order Settings page and enter the details required

Add Sales Order settings

Field name	Description
Branch	Select branch name from the list
Sales	Select settings to the sales order whether a DC First or an Invoice First) When user selects DC first option, a DC is created first for any Sales order. When user selects Invoice first option, an invoice is created first for the Sales Order)
Auto create	Click on Toggle to enable Auto Create Invoice when DC is created. Toggle turns to Green in color when user turns on the Toggle and this enables to automatically create Invoice when DC is created
Deviation Qty	Enter deviation quantity of the sales order. It is a measurement of a relative riskiness of an asset
Calculate Tax	User can click on Toggle to enable Tax calculation. (Toggle turns to Green in color)
Price type	Select the price type to apply for the sales order as Composite price, Piece Price or both

Click on SAVE to save the Sales Order Settings

Purchase Order

Field name	Description
Branch	Displays branch name
Setting	Displays Purchase Order settings whether a GRN or Invoice is created first
Auto Invoice	Displays settings whether an invoice is automatically created or not
Deviation Qty	Displays the deviation quantity. It is a measurement of a relative riskiness of an asset
Calculate Tax	Displays whether the Tax is calculated or not
Price type	Price type of the Purchase Order is displayed (Composite price, Piece price or both)

Click on CREATE(+) to add Settings to the Purchase Order, it will navigate to Add Purchase Order Settings page and enter the details required

Add Purchase Order settings

Field name	Description
Branch	Select branch name from the list
Purchase	Select an option to add settings to the Purchase Order whether a GRN First or Invoice First) When the user selects GRN first, a GRN is created first for any Purchase Order. When user selects Invoice first, an invoice is created first for the Purchase Order)
Auto create	Click on Toggle to enable Auto Create Invoice when DC is created. Toggle turns to Green in color when user turns on the Toggle and this enables to automatically create Invoice when DC is created
Deviation Qty	Enter the deviation quantity of the sales order. It is a measurement of a relative riskiness of an asset
Calculate Tax	Click on the Toggle to enable Tax calculation. (Toggle turns to Green in color)
Price type	Select price type to apply for the Purchase Order as Composite price, Piece Price or both

Click on SAVE to save the Purchase Order Settings

Sales Batch

This section contains the settings details of the Sales Batch

Branch	Displays branch name
Settings	Displays whether the inventory Sales are sold by Batch method or MRP method. A batch is a quantity of goods produced at one time.

Add sales batch settings

Branch	Select branch name from the list
Sales	Select settings to apply, whether the Sales follow Batch method or MRP method. A Batch is a quantity of goods produced at one time.

Click on SAVE to save the Sales batch settings

Purchase Batch

Branch	Displays branch name
Settings	Displays whether the inventory Purchase are purchased by Batch method or MRP method. A Batch is a quantity of goods produced at one time.

Click on SAVE to save the Purchase batch settings

Add Purchase Batch settings

Branch	Select the branch name from the list
Purchase	Select the settings to apply, whether the Purchase follow Batch method or MRP method.  A Batch is a quantity of goods produced at one time.

Click on SAVE to save the Purchase batch settings

Sales Inventory

Sales Inventory Type

Branch	Displays branch name
Sales	Displays whether Inventory Sales are sold by Quantity wise, in Packs, in Packs and pieces or Pieces type. User can click on CREATE to Add Sales Inventory settings types from the options

Purchase Inventory Type

Branch	Displays branch name
Purchase	Displays Inventory Purchases are purchased by Quantity wise, in Packs, in Packs and pieces or Pieces type. User can click on CREATE to Add Purchase Inventory settings types from the options

Sales Opportunity

Add Sales Opportunity settings

This section contains and displays the settings of Sales Opportunity. User can Add settings to the Sales opportunity by clicking on CREATE(+)

Branch	Select branch name from the list
Sales	Select an option to assign settings to the Sales Opportunity from the list of ‘Quantity’, ‘Value’ or ‘Quantity and value’.

Purchase Opportunity

Add Purchase Opportunity

This section contains and displays the settings of Purchase Opportunity. User can Add settings to the Purchase opportunity by clicking on CREATE(+)

Branch	Select branch name from the list
Purchase	Select an option to add settings to the Purchase Opportunity from the list of ‘Quantity’, ‘Value’ or ‘Quantity and value’.

Ledger settings

Branches	Select branch name from the list
Ledger
Is Separate Sales Discount account?	Select by clicking on the Checkbox if it is a Separate sales discount account and select the discount sales from the list
Is Separate Purchase discount account?	Select by clicking on the Checkbox if it is a Separate Purchase discount account and select the discount Purchase from the list
Expense sales	Select Expense Sales Inventory from the list. Selling expenses are the costs associated with distributing, marketing and selling a product or service.
Expense Purchase	Select Purchase Expense Inventory from the list. Purchase Expenses means all expenses incurred in connection with the purchase of common stock or goods
Adjustment

Click on SAVE to save the Ledger Setting details

Purchase Plan

Branch	Displays branch name
Org name	Name of the Organization
Lead time	Displays lead time in days. It is the number of days from when a company places an order for production inputs it needs, to when those items arrive at the manufacturing plant
SD lead time	Displays lead time in days of Sales and distribution. It is the Period of time that it takes a product to go on a shipment
Service level	Displays service level percentage. Certain goals are defined and the service level gives the percentage to which those goals should be achieved. The number of tickets resolved within the SLA(Service Level Agreement) divided by the total number of tickets resolved during the selected time period within the filters

Create Purchase Plan LoB

Branch name	Select branch name from the list
Supplier details
Org name	Select Organization name from the list
Service level (%)	Enter service level percentage. It is the number of tickets resolved within the SLA(Service Level Agreement) divided by the total number of tickets resolved during the selected time period within the filters
Lead time (days)	Enter lead time as number of days. It is the number of days from when a company places an order for production inputs it needs, to when those items arrive at the manufacturing plant
SD lead Time (days)	Enter SD(Sales and Distribution) lead time in number of days. It is the Period of time that it takes a product to go on a shipment

 

Activity
Comments	User can write short notes or comments about the LoB settings
Audit
Created Date	Date when the LoB is created
Created By	Name of the person who created LoB
Last Updated Date	Last stage changed of the LoB settings
Last Updated By	Person’s name who last updated the stage
Status	This section displays the current status of the LoB
Time-Line	This widget tracks all the activities within the app.