2. Batch Production Process – Part 1 Purchase & Stock creation of Raw/Pack Material 1. 2. 3. 4. 5. 6. 7. 8. Create Master Data -Go to Slide Quotation from Vendor -Go to Slide Purchase Order to Vendor -Go to Slide Purchase Invoice from Vendor after receiving material -Go to Slide GRN for received material -Go to Slide Sample Test Report (ATR) -Go to Slide Payment to vendor -Go to Slide Stock Updated after GRN -Go to Slide

3. Process Flow Chart Create GRN for Received Material Create Item, Customer , Vendor, Equipment , Notes Create RFQ of type Vendor Save & Submit for Quotation Create PO to Vendor for raw material Create PI from Vendor after receiving raw material GRN Purchase Order Purchase Invoice Master Data Quotation from Vendor Create sample test report for item. Create Payable for Vendor Payment Check Item for Updated Stock after GRN ATR Payment Stock updated

4. Create Item Master •To Create Item Click on Item master , and then click on plus icon for add new Item. 2.Click on plus Icon for Creating New Item. 1.Click on Item master . Creation of Master Data

5. • Click on type of item and select item type from open window. • Click on select icon. 3.Click on Select icon. 1.Click on type of Item. 2.Select the Type of Item . Creation of Master Data

6. • For create item fill the item details such as item number , code and description. 1.Select the Status of Item . 2.Fill all the Details such as item no,name,description. Creation of Master Data

7. • To add notes Click on notes tab ,Write a note and save it. 3.Write Comments 1.Click on Comments/notes tab. 4.Click on Select icon. 2.Click on plus Icon . Creation of Master Data

8. • Note is added successfully in item master. 1.Note is added in item master. Creation of Master Data

9. • To add AML click on AML tab and select the manufacturer from open window and click on select icon. 4.Click on Select icon. 1.Click on AML tab. 3.Select the manufacturer 2.Click on plus Icon . aa Creation of Master Data

10. • AML is added successfully in item master. 1.AML is added in item master. Creation of Master Data

11. • To add item click on item tab click plus icon select the item and click on select icon then click on save and close icon. 5.Click on Save and Close Icon Button 4.Click on Select icon. 1.Click on Item tab. 3.Select the Item. 2.Click on plus Icon . Creation of Master Data

12. • Item is added successfully in item master. 1.Item is added in item master. Creation of Master Data

13. • To Promote the Item master click on item and then click promote icon. 2.Click on promote item. 1.Click on item . Creation of Master Data

14. • To approved the Item master select the state from open window. 2.Click on select. 1.Click on approved . Creation of Master Data

15. • Approved state of Item . 1.Approved state of item. Creation of Master Data

16. Create Customer •To create customer click on customer and click plus icon to create new. 2.Click on plus icon to create new. 1.Click on customer. Creation of Master Data

17. • Click on customer type and select the classification from open window •Click select icon. 3.Click on select icon. 2.Select the classification. 1.Click on customer type. Creation of Master Data

18. •To create customer fill the customer details such as name , contact, address ,etc . • click on save and close icon. 2.Click on save and close icon. 1.Fill the details. Creation of Master Data

19. Create Vender • To create vender click on vendor and click plus icon to create new. 2.Click on plus Icon for Creating New 1.Click on vendor. Creation of Master Data

20. •To Create Vendor fill the details such as name ,contact ,address. 1.Fill all the details correctly. Creation of Master Data

21. • Click on rating tab and plus icon then select rating . •click on save and close icon. 4.Click on Save and Close Icon Button 1.Click on Rating tab. 2.Click on plus Icon . 3.Select the Rating. Creation of Master Data

22. Create Equipment •To create Equipment click on equipment and click on plus icon to create new. 2.Click on plus icon . 1.Click on Equipment. Creation of Master Data

23. • Click on equipment for and select the classification from open window. •Click on select icon. 3.Click on select icon. 2.Select the classification. 1.Click on equipment for. Creation of Master Data

24. • To create equipment fill the equipment details such as name , type ,Description. • Click on save and close icon. 2.Click on save and close icon. 1.Fill the Equipment details. Creation of Master Data

25. Create Notes • To create notes click on notes and then plus icon to add new . 2.Click on plus Icon for Creating New 1.Click on Notes Creation of Master Data

26. • To create notes select notes type. 1.Select the note type. Creation of Master Data

27. • To create notes fill the notes details and click on save and close icon 2.Click on Save and Close Icon Button 1.Fill all the details . Creation of Master Data

28. RFQ to Vendor • To create RFQ to vendor, click on RFQ and then plus icon for create new. 2.Click on plus icon . 1.Click on RFQ. Creation Of RFQ to Vendor

29. •To create RFQ click on type and select classification. 3.Click on select icon. 1.Click on Type. 2.Select the Classification. Creation Of Quotation from Vendor

30. • Enter the details for RFQ such as Vendor , to add vendor click on vendor field and select vendor from opened window then select vendor 3.Click on select icon 1.Click Vendor filed “...” sign 2.Select vendor from opened dialog Creation Of RFQ to Vendor

31. • Vendor added to rfq , done same step to add tooling po and part po then enter cost for tool, part and total cost calculated automatically 1.Selected vendor added 3.Enter tool cost and part cost and total cost calculated automatically 2.Select part , tooling po , part po using same step of add vendor Creation Of RFQ to Vendor

32. • To add attachment to rfq, Change pick related option to create related then click on plus icon and select file from opened dialog after that click on select icon 3.Choose file from opened window 1.Change Pick Related to Create Related 4.Click on Open button 2.Click on plus icon Creation Of RFQ to Vendor

33. • Attachment added successfully, now click on save and close icon 1.Click on save and close icon Creation Of RFQ to Vendor

34. • For RFQ Report, click on Report Menu and then select RFQ Report option 1.Click on Report menu 2.Click on RFQ Report option Creation Of RFQ to Vendor

35. • Select from and to date from opened window and click on Run Report button 1.Select From and To date by click on textbox and select date from opened calendar 2.Click on Run Report button Creation Of RFQ to Vendor

36. RFQ Report Creation Of Quotation from Vendor

37. Quotation from Vendor • To Promote RFQ to submitted state, click on promote icon 1.Click on Promote icon Creation Of Quotation from Vendor

38. • Select state from opened window and click on select icon. 2.Click on Select icon 1.Select state from opened window Creation Of Quotation from Vendor

39. • RFQ submitted and type changed to Quotation. Creation Of Quotation from Vendor

40. Purchase Order to Vendor • To create purchase order to vendor click on purchase order and then plus icon. 2.Click on plus Icon for Creating New 1.Click on Purchase Order. Creation Of Purchase Order To Vendor

41. • Click on PO type and select the type from opened window, then click on select icon 3.Click on Select icon. 1.Click on PO type. 2.Select the PO. Creation Of Purchase Order To Vendor

42. • To add vendor, click on vendor field and select the vendor then click on select icon 3.Click on Select icon. 1.Click on Vendor. 2.Select the vendor. Creation Of Purchase Order To Vendor

43. • Vendor added, now to add authorised by,click on Authorised By field and select user from opened window then click on select icon 3.Click on Select icon. 1.Click on Authorised By. 2.Select the User. Creation Of Purchase Order To Vendor

44. • To add item, click on Item tab, then plus icon and select item from opened window then click on select icon 4.Click on Select icon. 1.Click on Item tab. 3.Select the Item. 2.Click on plus icon Creation Of Purchase Order To Vendor

45. • After adding item, enter qty, rate , gst rate details and amount , igst, cgst, sgst, gross total calculated automatically 2.Amount, IGST, CGSt, SGST and Gross total calculated automatically 1.Enter qty, rate and gst rate. Creation Of Purchase Order To Vendor

46. •Enter amt of transportation and gst rate, gross transportation calculated and gross total updated automatically 1.Enter amt of transportation and gst rate 2.Transportation calculated and gross total updated Creation Of Purchase Order To Vendor

47. • To add advance in PO, select Advance tab and click on plus icon then enter date and advance amount 2.Advance amt and Amount remaining calculated automatically 1.Enter advance amt, date Creation Of Purchase Order To Vendor

48. • Click on save and close icon. 1.Click on save and close icon Creation Of Purchase Order To Vendor

49. • Click on Report menu then select and click on Po Report option. 1.Click Report menu 2.Select and click on PO Report option Creation Of Purchase Order To Vendor

50. • Purchase Order Report Creation Of Purchase Order To Vendor