ERP concepts
How each part of an ERP works, in plain language. To see what IndustryX Suite offers, read Modules; for click-by-click steps, see Training.
Sales
How to set up maker-checker approval for orders
Make one person raise a sales or purchase order and another approve it, so no single user can both create and release a document.
GST
How to generate an e-invoice and e-way bill from an invoice
With the GST e-invoice and e-way bill add-on, create the IRN and the e-way bill directly from the saved invoice instead of using separate portals.
Accounts
How to read receivable and payable ageing reports
Use ageing reports to see who owes you and whom you owe, grouped by how overdue the amounts are, and act on the oldest first.
Accounts
How to record receipts and payments and reconcile the bank
Record money in and out against invoices and bills, then match your books to the bank statement so balances can be trusted.
Inventory
How to track batches and serial numbers
Give lots and individual units their own numbers at receipt or production, and trace them to customers when a quality issue appears.
Quality control
How to set up in-process and final quality checks
Define what to inspect, check work during production and again before release, and record results so defects are caught early.
Manufacturing
How to create a bill of materials and run a production job
Define the raw materials for a product in a bill of materials, then run a production job that issues materials and receives finished goods into stock.
Inventory
How to adjust stock and read stock reports
Count your stock, correct differences with a stock adjustment that carries a reason, and use the stock reports to see what you hold.
Purchase
How to raise a purchase order and receive goods with a GRN
Raise a purchase order, then record what arrives on a goods receipt note so stock and the supplier bill match what was actually ordered.
Sales
How to create a quotation, sales order and invoice
Send a quotation, convert it to a sales order when the customer accepts, then raise the GST invoice, all from one record so nothing is typed twice.
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