Training

Master data and set-up

Guide 12000 Create a Domestic Customer Follow 9 steps to create a Domestic Customer in IndustryX Suite. Steps Screenshots Guide 14000 Create a Domestic Supplier Create a sample domestic supplier master record in MDM for downstream requisition, purchase order, goods receipt, and invoice scenarios, without altering existing vendor seed records. Steps Screenshots Guide 18000 Facility and Inventory Location Verify the organization's warehouse setup, inspect warehouse parameters (facility type, ownership, weight units), and review inventory storage locations used across goods receipt, stock transfers, picking, and fulfillment. Steps Screenshots

Procurement

Guide 20000 Create a Purchase Requisition Learn how to initiate an internal purchase requisition (indent) for required materials, assign delivery warehouse, item quantities, and understand the workflow transition before submitting for approval. Steps Screenshots

Sales

Guide 32000 Fulfill and Ship an Order Learn how warehouse operations fulfill customer sales orders in IndustryX Suite ERP: generating picklists, verifying item quantities, packing goods, generating shipment records, and posting the final dispatch. Steps Screenshots Guide 34000 Invoice a Customer and Record Payment Learn the complete Accounts Receivable (AR) billing lifecycle: generating sales invoices from fulfilled shipments or manual entry, calculating output GST, posting customer receivables, and recording customer payment receipts. Steps Screenshots Guide 36000 Handle an Order Return Learn how customer returns and credit notes are processed in IndustryX Suite ERP: authorizing returns against original shipments, tracking returned goods back into warehouse inventory, and issuing accounts receivable credit notes or replacement orders. Steps Screenshots

Inventory and warehouse

Guide 40000 Transfer Stock Between Locations Learn how stock is transferred between physical storage locations, bins, or sister warehouses in IndustryX Suite ERP: creating transfer requests, executing dispatches, and receiving goods at destination coordinates. Steps Screenshots Guide 42000 Count and Adjust Inventory Learn how periodic stock counts, cycle counts, and inventory adjustments are conducted in IndustryX Suite ERP: comparing physical counts against system records, recording variance reasons, and posting audited adjustments. Steps Screenshots Guide 44000 Trace Stock from Source to Issue Learn how lot traceability and item lifecycle auditing are conducted in IndustryX Suite ERP: tracing inventory items from original vendor receipt note, through internal movements, to end-user dispatch or manufacturing consumption. Steps Screenshots

Manufacturing

Guide 46000 Bill of Materials and Routing Learn how engineering master data is configured in IndustryX Suite ERP: defining product structures (BOMs) with component quantities and scrap factors, and sequencing production routing operations across designated work centers. Steps Screenshots Guide 50000 Release Production Order and Issue Components Learn how manufacturing jobs (work orders) are created, scheduled, released to the shop floor, and how raw material components are physically and systemically issued from warehouse stores to work-in-progress (WIP). Steps Screenshots Guide 52000 Confirm and Inspect Production Learn how finished production runs are confirmed in IndustryX Suite ERP: declaring completed good units and scrap, conducting quality control audits against engineering specifications, and receiving finished inventory into stock. Steps Screenshots

Material planning (MRP)

Guide 48000 Review MRP Supply Recommendations Learn how Material Requirements Planning (MRP) calculations are executed in IndustryX Suite ERP: evaluating sales order demand against stock on hand, exploding Bills of Materials, and reviewing recommended purchase orders and manufacturing jobs. Steps Screenshots

Finance and GST

Guide 54000 GST and E-Invoice Compliance Learn how Goods and Services Tax (GST) and E-Invoicing are automated in IndustryX Suite ERP: computing forward and reverse charge taxes (CGST, SGST, IGST), tracking Input Tax Credit (ITC), generating statutory return extracts, and reconciling with government portal records. Steps Screenshots Guide 56000 Review an Accounting Posting Learn how transactions from operational modules (Procurement, Warehouse, Sales, Manufacturing, Payroll) automatically post balanced double-entry accounting transactions to the General Ledger in IndustryX Suite ERP. Steps Screenshots Guide 58000 Allocate Landed Cost Learn how auxiliary acquisition costs (freight, customs duties, clearing, transport insurance) are capitalized into material inventory valuation in IndustryX Suite ERP: selecting purchase invoices, allocating charges proportionally across received items, and posting adjusted cost ledgers. Steps Screenshots Guide 60000 Bank Transaction and Reconciliation Learn how to manage internal bank/financial accounts, enter or import electronic bank statement entries, and match cleared transactions against system payment and receipt vouchers to maintain cash accuracy in IndustryX Suite ERP. Steps Screenshots

Projects

Guide 62000 Create Project and Work Breakdown Structure (WBS) Learn how to initiate capital, client-delivery, or internal investment projects in IndustryX Project Manager, defining the root project entity and structuring the work into manageable Work Breakdown Structure (WBS) hierarchical elements. Steps Screenshots Guide 64000 Network Activities and Milestones Learn how to define detailed project network activities and key milestones under WBS elements, assign work sequences and dependencies, and evaluate project schedules using visual Gantt charts in IndustryX Suite ERP. Steps Screenshots Guide 66000 Plan Budget and Release Project Learn how to establish cost baselines across WBS elements, submit project budgets for management approval, activate budget availability controls, and officially release the project for operational procurement and time logging. Steps Screenshots Guide 68000 Link Procurement to a Project Learn how to procure materials, specialized tooling, or subcontracted services directly for a specific capital or client project, tagging procurement documents with WBS account assignments to establish real-time committed cost tracking in IndustryX Suite ERP. Steps Screenshots Guide 70000 Review Project Actuals and Time Learn how to trace and reconcile actual incurred expenditures—including direct labor hours booked by project team members, consumed warehouse inventory, and approved subcontractor bills—against planned WBS budgets in IndustryX Suite ERP. Steps Screenshots Guide 72000 Budget Availability Control (BAC) Learn how IndustryX Suite ERP protects organizations against unapproved capital or project cost overruns by automatically intercepting purchase requisitions, orders, and expenses in real time against approved WBS budget limits. Steps Screenshots Guide 74000 Settlement and Close Readiness Learn how to conduct pre-closure validation audits, settle accumulated project Work-in-Progress (WIP) costs to receiving Cost Centers or Capital Fixed Assets, and execute formal project closure in IndustryX Suite ERP. Steps Screenshots

Time and HR

Guide 76000 Enter and Approve Time Learn how employees record daily working hours against specific projects, tasks, or internal administration, and how supervisors review, authorize, or return timesheets in IndustryX Suite Human Resources (HR). Steps Screenshots

Assets and maintenance

Guide 78000 Asset Maintenance Work Order Learn how to schedule routine preventive servicing or initiate corrective breakdown repair work orders for plant equipment, track spare parts consumption, and record technician execution logs in IndustryX Asset Maintenance. Steps Screenshots

Service and AMC

Guide 80000 Annual Maintenance Contract (AMC) Service Workflow Learn how to manage customer Annual Maintenance Contracts (AMC), define Service Level Agreements (SLAs), link covered client machinery and warranty terms, and trigger periodic field servicing visits in IndustryX Suite ERP. Steps Screenshots

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