Material Management Case Studies
How a Retail Franchise Provider is managing Sales, Pricing and Inventory across different franchise outlets?
How a multiple project based Construction company is managing Purchase, Inventory and flow of materials across different projects?
Material Request Planning and Consumption Tracking across multiple branches of a Healthcare Laboratory.
Payroll Management Case Studies
Do you want to Streamline processes of your HR and Payroll Consultancy firm?
Do you want to impart Practical knowledge to candidates in your HRM and Payroll training institute through the use of IT?
How an ICSE affiliated School is managing Payroll of its employees?
Payroll Management for Large retail outlets.
Payroll management in a Food and Beverages Company
Production Planning Case Studies
How a Brush manufacturing startup streamlined Production and Inventory process to manage timely deliveries?
How a Home furnishing based manufacturing and export unit eliminated chaos to achieve JIT (just in time) inventory and customer satisfaction.
How a Liquor Manufacturing Company automated its production planning?
How a Steel Forged rolls manufacturing subsidiary of UK Streamlined its processes and Improved efficiency?
Production planning with Piece wages calculation in a Cycle Parts Manufacturing Company.
ZenTask Case Studies
Vendor Foreign Clearance
Customer Foreign Clearance
Cash and Bank
Branch Purchase Return
Branch Sale return
Child company stock
Receive From store
Send to Store
Consumption Against Internal Req.
Consumption Against Job order
Consumption Against Projects
Consumption Mobile application
Customer Creation In Booking App
Revenue group creation
Interchange Material Many To One
Material to Material transfer
Vendor Wise Material Price
Year End Closing
Material Size- Subgroup
Material Price Capping
PO smart Report
Purchase order Approval
Booking Posting in Booking App
In Out Rule
In Out Rules (Dept.)
Manual Upload Attendance
Punch Ignore Interval
Semi Automatic Attendance
Employee self service
Edit Employee Bank Detail
Employee Master Exclude CTC
Advance Rounding Off
Base Days For Overtime
Overtime base of Week off
Salary Processing and Report
Employee Provident Fund (EPF)
Employee State Insurance (ESI)
Employee Welfare Fund
Job Order Confirmation
Job Order Confirmation Report.
Material wise confirmation
Piece Rate Master
In-House Job Work
In House Job Work Type
In house activity confirmation/production
In house job work
In house jobwork issuance
Automatic BOM Job order
Bill Of Material
Job Order Hierarchical
Job order against Sale Order
Multiple Material Joborder
Service recipe creation
Out source Job work issuance
Outsource Job work issuance Return
Outsource consume/ Receive material
Outsource job work order
Outsource job work type
Vendor invoice Clearance
Group Presets (For Payroll self service utility app)
Second Level Assignment
Third Level Assignment
Zen Scale Integration
Zen Task Introduction
Zen Task Mobile app (Android)
Updated by Implementation
What is Sale Note?
A sale is a transaction between two or more parties in which the buyer receives tangible or intangible goods, services, or assets in exchange for money. In some cases, other assets are paid to a seller.
Sale Note is a document stating that a seller is selling the particular item to buyer on a specified rate with authorized seal by seller. With this document seller legally bounds buyer to pay seller a specified amount mentioned on document with in a specified time period.
Suppose there is firm “XYZ Ltd”. They are registered trader and sales goods to customer. They need a legal document to mention sales, taxes and buyer detail. They will send this document to buyer for legal compliances.
With this feature, they can create and print a Sale Note to issue to their buyer for ledger compliances and stating all sale details, seller details and buyer details with authorized seal.
Steps to be performed to Create Sale Note
1.Go to Account Receivable
2.Go to Transaction-> Click on Sale Note
3.Sale Note-> i)Enter Posting Date ii)Select Customer iii)After selection of customer, the exchange rate will set automatically iv)If user want to change currency or exchange rate, user can click on marked green button to open currency pop up. User can make changes and click on “Apply for current document”.
3.1- i)Select Sale account or any other ledger as required ii) Enter Amount and press button “Tab” on your keyboard. Software will show a loader and will show tax as per your customer selection and hsn/sac assigned to Ledger. iii)If user want to other another ledger account then click on + button given after Narration iv) Enter narration if required. V)Enter remarks if required.
3.2-User can apply Round off if required. Just click on “Round off”, a pop up will open and user can enter round off amount and click on apply.
3.3.Click on save and simulation will open. After that click on save button given on simulation.
3.4.Document saved and if user want to take print then click on “Yes Print it”.
4.To set Invoice Format Go to Settings and click on “Invoice Format”.
4.1.Select print layout from dropdown of Sale Note.
5.Go to Ledger->Apps->Voucher Settings->Activate “Round Off Account”.
5.1.Go to Periodic Activity: Settings: Click on Round off Account. Select here Ledger account. Click on save & continue. Now at the time of posting it will automatically post entry in this ledger account.
6.Edit-> Click on edit and select document number. And after that user can make changes as required.
7.There is an another option to select tax manually. To apply this to Go to Ledger-> Apps-> Click on Voucher Settings-> Activate Manual Tax.
7.1.Sale Note-> Now in below screen shot, user can see “Select Tax Option”. Now user will select tax.
7.2.After selection of tax it will apply it with ledger account and value.
8.User can save bulk entries with the help of CSV. Go in Sale Note and click on Import option (marked in below screen shot). The pop up will open and user can download the sample file.
8.1.IN CSV: User will start entering data from 3rd row because 2nd row is reserved for sample data and that will not be saved in system as transaction.
i) Enter serial number 1 for 1 entry. Like there are 3 ledgers will be used for 1 entry then serial number will be same for all ledgers. Serial number will become 2 only with start of second entry. ii) Under document type user can enter document code of all document. FS is the code of Sale Note iii) Enter Posting date & document date iv) Enter currency code v)In IS GST: enter X in Vendor/Customer row vi) Enter Posting Key vii) Enter Type of Account i.e. Customer, Vendor or GL in form of V/C/GL viii) Account id ix) Enter Amount.
8.2.Upload CSV and save the document