Skip to content

Latest commit

 

History

History
135 lines (103 loc) · 6.91 KB

File metadata and controls

135 lines (103 loc) · 6.91 KB

Modules

Welcome to the Inventry ERP documentation. This file provides a concise overview of the system's major modules and their key subsections to help you navigate features and find detailed pages for each area.


🟧 1. Sales

Submodule Description
Inquiry Management Record incoming customer inquiries.
Quotation Create and send quotations; convert to Sales Order.
Sales Order (SO) Confirm customer orders and trigger stock/production.
Order Approval Workflow for approval of special pricing or discounts.
Sales Return Manage goods returned by customers.
Sales Reports Party-wise, item-wise, pending order summaries.

🟨 2. Inventory / Material Management

Submodule Description
Stock Check (Real-Time) Auto-check availability during Sales Order creation.
Goods Receipt (GRN) Add received materials into inventory.
Material Issue/Return Issue materials to production; return unused items.
Warehouse Management Multi-location, rack, bin stock tracking.
Stock Adjustment Fix mismatches or damaged stock.
Reorder Alerts Low-stock alerts for reordering.
Inventory Reports Stock summary, valuation, ageing.

🟩 3. Purchase

Submodule Description
Purchase Requisition (PR) Auto-created when stock is insufficient.
Vendor Selection Select supplier from Party Master.
Purchase Order (PO) Create and manage purchase orders.
Material Receipt (GRN) Receive goods and update stock.
Purchase Invoice Record vendor invoice.
Purchase Return Return rejected or incorrect goods.
Purchase Reports Pending PO list, vendor performance analysis.

🟥 4. Manufacturing / Production

Submodule Description
Work Order (WO) Production order created from Sales Order.
Bill of Materials (BOM) Define raw materials needed for production.
Routing / Job Card Define production steps and machine workflow.
Material Issue for Production Issue raw materials for manufacturing.
WIP Tracking Monitor work-in-progress stages.
Scrap / Rework Record scrap or reprocessed work.
Production Completion Transfer finished goods to inventory.

🟪 5. Quality Control

Submodule Description
Incoming QC (IQC) Inspect quality of purchased materials.
In-Process QC (IPQC) Quality checks during manufacturing.
Final QC (FQC) Inspect finished goods before packaging.
QC Rejection Handling Rework, scrap, or return-to-vendor processing.
QC Reports Defects, inspection history, approval trends.

🟫 6. Packaging

Submodule Description
Packaging Execution Pack finished goods with labels & units.
Packaging QC Final inspection of packed goods (weight/labels).
Batch / Lot Management Generate batch or lot numbers.
Packing List Create packing slips for dispatch.

🟦 7. Dispatch & Logistics

Submodule Description
Dispatch Planning Plan shipments for Sales Orders.
Delivery Challan (DC) Document for dispatching goods.
Transport Management Vehicle, driver, transporter details.
Gate Pass Authorization for goods leaving premises.
Shipment Tracking Delivered vs pending dispatch tracking.

🟧 8. Finance & Billing

Submodule Description
Sales Invoice Invoice generation after dispatch.
Purchase Invoice Vendor invoice entry.
Unified Party Ledger One ledger for customer/vendor/both.
Auto Netting-Off Auto-adjust payable & receivable for same party.
Payment Receipt / Payment Made Record money received or paid.
Credit/Debit Notes Adjustments for returns, rate changes.
Tax Management (GST) GST/HSN calculations & reports.

🟩 9. Master Data (Updated with Unified Party Master)

Submodule Description
Party Master (Customer / Vendor / Both) Single master for all business partners.
Item Master Raw materials, products, specifications.
Warehouse Master Warehouse, rack, bin structure.
UOM Master Unit of measurement definitions.
Tax Master GST %, tax groups, HSN codes.
BOM Master Bill of Materials templates.
Price List Master Pricing for parties (customer/vendor/both).

🛠 10. Administration & Security

Submodule Description
User Management Create & manage system users.
Role & Permissions Access control for all sections.
Workflow Builder Approvals for SO, PO, invoices.
Activity Logs Track user operations & changes.
Notifications & Alerts Stock alerts, approvals, dispatch alerts.