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Condominium Management System

2009

User’s Manual

Version 1.1.0

Prepared by: P.R.Sumathy Created On 12/02/09

FHAPL Technologies (P) Ltd., www.fhapl.com

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Preface

FHAPL Technologies (P) Ltd. in India funded this research project. The contents,

views, and editorial quality of this report are the responsibility of the author(s) andFHAPL accepts no responsibility for them or any consequences arising from the reader'suse of the information, materials, and techniques described herein.

Disclaimer

This guide is provided for general information purposes only. Any reliance or action

taken based on the information provided is the responsibility of the user. Readers areadvised to consult appropriate professional resources to determine what is suitable in

their particular case. FHAPL assumes no responsibility for any consequences arising

from use of the information provided in guide.

Table of Contents

Table of Contents.................................................................................................................21. Introduction....................................................................................................................5

2. System Requirements.....................................................................................................5

3. CMS 2009 over View....................................................................................................54. Getting Started (Installation)..........................................................................................7

5. Common Features..........................................................................................................8

6. Logging in CMS ...........................................................................................................9

6.1. Valid user ID and Password......................................................................................96.2. Invalid User ID.......................................................................................................10

6.3. Invalid Password.....................................................................................................10

6.4. Changing password.................................................................................................116.5. Logout CMS Software............................................................................................12

7. Navigating CMS..........................................................................................................12

8. Admin..........................................................................................................................138.1. Master.....................................................................................................................14

8.1.1. User Creation...................................................................................................14

8.1.2. User Permission...............................................................................................15

8.2. Backup....................................................................................................................16

8.3. Exit..........................................................................................................................179. Condo...........................................................................................................................17

9.1. Master.....................................................................................................................189.1.1. Condo Details...................................................................................................18

9.1.2. Block Details....................................................................................................19

9.1.3. Unit Type Details.............................................................................................209.1.4. Unit Details......................................................................................................21

9.1.5. Client Types.....................................................................................................23

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9.1.6. Payment Mode.................................................................................................24

9.1.7. Payment Settings..............................................................................................25

9.1.8. Payment Duration............................................................................................269.1.9. Service Details.................................................................................................27

9.1.10. Service Index Details.....................................................................................28

9.1.11. Interest Rate...................................................................................................299.2. Transaction..............................................................................................................31

9.2.1. Create Client A/c..............................................................................................31

9.2.2. Close Client A/c...............................................................................................339.2.3. Unfixed Service Details Monthly Reading .....................................................33

9.2.4. Advance Received From Client.......................................................................33

9.2.5. Amount Received Form Client........................................................................33

9.2.6. Amount Due Reports.......................................................................................339.3. Job...........................................................................................................................33

9.4. Generate Service Calculation..................................................................................33

9.5. Exit..........................................................................................................................33

10. HR (Human Resource).................................................................................................3410.1. Master...................................................................................................................35

10.1.1. Master............................................................................................................3610.1.2. Department Details........................................................................................37

10.1.3. Designation Details........................................................................................37

10.1.4. Group Details.................................................................................................38

10.1.5. Basic Details..................................................................................................3910.1.6. Allowance Details..........................................................................................39

10.1.7. Allowance Parameter.....................................................................................40

10.1.8. Allowance Formula........................................................................................4110.1.9. Deduction Details...........................................................................................42

10.1.10. Deduction Parameter....................................................................................42

10.1.11. Deduction Formula......................................................................................4310.1.12. Staff Details.................................................................................................44

10.1.13. Leave Details...............................................................................................46

10.1.14. Leave Group Condition................................................................................4710.1.15. Leave Condition...........................................................................................47

10.1.16. Holiday Details............................................................................................48

10.2. Salary....................................................................................................................49

10.2.1. Leave Application..........................................................................................5010.2.2. Leave Authorization.......................................................................................51

10.2.3. Leave Sanction Status....................................................................................52

10.2.4. Attendance Details.........................................................................................5210.2.5. Pay Slip Details..............................................................................................53

10.2.6. Salary Slip......................................................................................................54

10.2.7. Attendance Report.........................................................................................5510.3. Exit........................................................................................................................55

11. Accounts......................................................................................................................55

11.1. Master...................................................................................................................56

11.1.1. Account Sub Head.........................................................................................57

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11.1.2. Ledger Details................................................................................................58

11.1.3. Account Details..............................................................................................60

11.2. Ledger...................................................................................................................6111.2.1. Voucher Entry................................................................................................62

11.2.2. Posting Ledger...............................................................................................63

11.2.3. Ledger Reports...............................................................................................6411.3. Reports..................................................................................................................65

11.3.1. Sub Head Details............................................................................................66

11.3.2. Chart of Accounts..........................................................................................6711.3.3. Day Book.......................................................................................................68

11.3.4. Balance Sheet.................................................................................................69

11.3.5 .Profit and Loss...............................................................................................69

11.4. Mapping................................................................................................................7011.4.1. Balance Sheet Mapping.................................................................................70

...................................................................................................................................71

11.4.2. Profit and Loss Mapping................................................................................71

11.5. Exit........................................................................................................................7212. Inventory......................................................................................................................72

12.1. Master...................................................................................................................7312.1.1. Tax Details.....................................................................................................73

12.1.2. Product Details...............................................................................................74

12.1.3. Payment Duration Details .............................................................................75

12.1.4. Service Man Details.......................................................................................7612.1.5. Supplier Details .............................................................................................77

12.1.6. Customer Details ...........................................................................................78

12.1.7. Pending Details..............................................................................................7912.2. Purchase................................................................................................................80

12.2.1. Purchase Order...............................................................................................81

12.2.2. Goods Received.............................................................................................8312.2.3. Purchase Bill..................................................................................................85

12.2.4. Purchase Return.............................................................................................89

12.3. Sales......................................................................................................................9012.3.1. Delivery Challan............................................................................................91

12.3.2. Sales Bill........................................................................................................92

12.3.3. Sales Return...................................................................................................96

12.4. Service...................................................................................................................9712.5. Reports..................................................................................................................98

12.5.1. Price List........................................................................................................99

12.5.2. Purchase Reports..........................................................................................10112.5.3. Sales Reports................................................................................................106

12.5.4. Stock Reports ..............................................................................................110

12.6. Exit......................................................................................................................113

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1. IntroductionCongratulations on purchasing Condominium Management Systems (CMS) 2009.

Included in this manual is everything you need to know to use CMS effectively. So,

please take a moment to look through this manual before you get started with this

software.

The manual is broken down into sections and they are easy to follow.

The sections are:

• System Requirements

• CMS 2009 Over View

• Getting Started (Installation)

• Common Features

• Admin

•

Condo• HR (Human Resource)

• Accounts

• Inventory

Thank you for your decision to purchase CMS 2009. Wish you Successful & HappyManagement

2. System RequirementsYour computer must have the following software and hardware requirements to install

CMS.

Software Required:

• Microsoft Windows XP

• Microsoft Visual Studio 2005

• Microsoft SQL Server 2005

• Microsoft .Net Framework 2.0

Hardware Required:

•

Intel Pentium 4 processor • 500 GB RAM

• Printer

3. CMS 2009 over View CMS is a Condominium Management System, which manages complete condominiumadministration activities and condominiums over all maintenance.

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Important Features

Key Features

•It Keeps track of rent arrears so you can get on top of the problem before it getsout of hand.

• Records all your money transactions so you know exactly where the money is

coming from and going to.

• Rent expiry notification keeps you one-step ahead.

• Tracks property repairs from the initial problem report, through to completion

and payment.

• Performs a bank reconciliation to ensure full transaction data integrity.

General Features

• Easy to use

CMS Software easily manages building operations, financial operations,

management operations and general administration operations.

• Password Protected

CMS software is password protected that prevents unauthorized users to access

any crucial records.

• User Friendly Interface

Condominium Management Software provides attractive Graphical User Interface, so that user can easily understand business software features and

functionality.

Advance Features

• Generate Reports

Generates various type of reports for total calculation of business accounting

transaction thus allowing user to save time taken in manual searching of financial

records.

• Data Connectivity

Provides data connectivity facility that is helpful in fetching records from network

connected Computer machine and local drives.

• User and Administrator setting

CMS Software provides user and administrator setting facilities to prevent

unauthorized users to change or modify software configuration settings.

• Backup and Restore facility

CMS Software provides facility to take the backup and restore accounting data.

CMS Software has the following sections:

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• Admin

• Condo

• HR (Human Resource)

• Accounts

• Inventory

4. Getting Started (Installation)Once you have purchased CMS Software on a CD, insert disk into CD ROM drive andclose the tray. Your computer recognizes the disk being inserted and will start up on

install wizard that will walk you through the installation process. Simply click ‘Next’ and

accept all default settings. When finished, continue the following instructions below. If auto play in not active in your computer and install wizard doesn’t appear, please find the

file “setup.exe” on CD, (for example using windows explorer) double click on this file.

Once you have installed CMS onto your computer, double click CMS icon to start

software.

The main page is displayed as shown below,

CMS Main page

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Please note that every main section has multiple modules that can be accessed by clicking

on the corresponding name.

5. Common Features

The CMS screen uses the button and icons shown below.

1. Save Button

Click on the ‘Save’ button saves the entered and updates records.

2. Cancel Button

Click on the ‘Cancel’ button clears the entered fields.

3. Print Button

Click on the ‘Print’ button prints the selected record.

4. Add Button

Click on the ‘Add’ button adds the selected record.

5. Exit Button

Click on the ‘Exit’ button exits the current screen.

6. Select Icon

Click on this icon selects the particular record.

7. Delete Icon

Click on this icon deletes the particular record.

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8. Exit Menu

Click on the ‘Exit’ menu also exits the current screen.

6. Logging in CMS Opening CMS Software shortcut or Icon on the desktop accesses the User Login screen.The application will open and the User Login window will be displayed. The cursor is

conveniently placed in the User Name field for quick data entry. Usernames are not case

sensitive. Passwords are case sensitive and asterisk will display in place of the characters.

To Login CMS Software the following steps are follows:

Step1. Click on the CMS software icon on the desktop. The User Login screen willdisplay.

Step2. Enter a user name in the ‘User Name’ field.

Step3. Tab into the ‘Password’ field or click into it using the mouse.

Step4. Enter password in ‘Password’ field.

Step5. Press <Enter> on the keyboard or click on the ‘Log in’ Button

Step6. Click in ‘Exit’ button to closes login screen

CMS Login Screen

6.1. Valid user ID and Password

If a Valid User ID and Password is entered the following main page of CMS software

will be displayed and the application is ready to use.

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The main page of CMS will be displayed as shown below,

CMS Main page

6.2. Invalid User ID

The following error message will be displayed in pop-up window, if an invalid user ID isentered.

Invalid User ID

Screen

6.3. Invalid

Password

The following error message will bedisplayed in pop-up

window if an

invalid Password isentered.

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Invalid Password Screen

6.4. Changing password Change password window helps to change the existing user password. Passwords are

case sensitive and asterisks will be display in the place of characters.

To Change the Password following steps should perform:

Step1. Click on the ‘Change Password’ Link in the Login screen. ‘Change Password’windows form opens.

Step2. Enter a user name in the ‘User Name’ field.

Step3. Tab into the ‘New Password’ field or click into it using the mouse.

Step4. Enter Password in ‘New Password’ field.

Step5. Tab into the ‘Confirm Password’ field or click into it using the mouse.

Step6. Enter Password again in ‘Confirm Password’ field.

Step7. Click on ‘Save’ button to saves password

Step8. Click on ‘Cancel’ button to cancels the operation

Step9. Click in ‘Exit’ button to closes Change Password screen

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Change Password Screen

6.5. Logout CMS SoftwareTo Logout CMS Software click on the ‘Exit’, image button.

Exit button

7. Navigating CMS The Main page of CMS accomplishes accessing Condominium Management System.

Depending upon the User Permission Level some Windows Form and Menu

navigations may not be available.

Available Windows Form(s):

• Admin

Admin department manages Condominiums administration activities and

Condominiums internal maintenance such as setting Users, User permission,setting Payment mode, maintaining Employees and Condominiums details etc. It

protects the administration level access from unauthorized access.

• Condo

Condo section maintains condominiums details, client details, client allocation,

client payment details, service details and assign employee to job.• HR (Human Resource)

Human Resources Department manages all condominiums employees, employee

recruitment, employee salary, employee allocation and employee attendances.

• Accounts

Accounts Department manages business accounting records in easiest andaccurate way. CMS can generate several types of bookkeeping report on your

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company financial status for printing purpose. CMS generates accurate bills,

which are sufficient for each type of transaction proof of company.

• Inventory

Inventory department is the best inventory management utility to manage

Company’s stock and accounting system with maximum profit and less overhead

expenses. Simple business accounting and inventory management utility is usedto record all details of sales and purchase of the product and tracks all the

expenses or income of the Company.

8. AdminAdmin department manages Condominiums administration activities and Condominiumsinternal maintenance such as setting Users, User permission, setting Payment mode,

maintaining Employees and Condominiums details etc. It protects the administration

level access from unauthorized access.

! Only the users who have the ‘Admin’ access right can access the CMS interface

forms. Note that the users who do not have this right will not access CMS interfaces at all.

To access Admin form ‘Click’ on ‘Admin’ image. Admin form opens and allows

navigating menu bar on top of Windows form.

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Admin Screen

Admin form includes the following Menu(s):

• Master

• Backup

• Exit

Admin Menu Bar

8.1. Master

Click on ‘Master’ menu opens the following windows forms.

• User Creation

• User Permission

Admin Master Menu

8.1.1. User Creation

‘User Creation’ windows form maintains user records. The cursor is conveniently placed

in the ‘User Name’ field for quick data entry.

To create new User the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘User Creation’. User Creation windows form willbe displayed

Step2. Select the ‘User Name’ from ‘Current Users’ or Enter ‘User Name’

Step3. Enter mandatory fields ‘Password’ and ‘Confirm password’

Step4. Click on ‘Save’ image button to save

Step5. Select the data to be deleted and Click on ‘Delete’ image button. Selected data will

be removed.

Step6. Click on ‘Cancel’ image button to clear entered field

Step7. Click on ‘Exit’ image button to closes window.

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User Creation Screen

8.1.2. User Permission

User Permission windows form maintains user permission level of CMS software. Thecursor is conveniently placed in the ‘User Name’ field for quick data entry.

To create User Permission Level the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘User Permission’. User Permission windows

form will be displayed

Step2. Select the ‘User Name’ from combo box. The CMS Software fills-in available

user names.

Step3. Click on check boxes to select module.

Step4. Check and Uncheck boxes or ‘select all’ box to select module from ‘forms’

window to set user permission level.

Step5. Click on ‘Save’ image button to save.

Step6. Click on ‘Cancel’ image button to clear entered field.


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User Permission Screen

8.2. Backup

CMS Software provides facility to take the backup of database and restore all data. Click on the Backup menu that opens the dialog box window and prompts user to select or

create new folder to save backup of data.

Backup Prompt

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8.3. Exit

Click on ‘Exit” menu closes the Admin Screen.

9. CondoCondo section maintains condominiums details, client details, client allocation, client

payment details, service details, and assign employee to job.

Condo Screen

Admin form includes the following Menu(s):

• Master

• Transaction

• Job

• Generate Service Calculation

• Exit

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Condo Menu Bar

9.1. Master


• Condo Details

• Block Details

• Unit Type Details

• Unit Details

• Client Types

•Payment Mode

• Payment Settings

• Payment Duration

• Service Details

• Service Index Details

• Interest Rate

Condo Master Menu

9.1.1. Condo Details

Condo Details windows

form maintains condorecords such as condo

name, address and contact

details. The cursor isconveniently placed in the

‘Condo Name’ field for

quick data entry.

To create new Condodetails the followings steps

should be performed:

Step1. Go to ‘Master’ menu and select ‘Condo Details’. Condo details windows form will

be displayed

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Step2. Enter mandatory fields ‘Condo Name’, ‘Address’, ‘City’, ‘State’, ‘Country’, ‘Pin

code’, ‘Phone No.’, ‘Fax No.’, ‘E-mail Id’, ‘Web Site’, ‘Details’ and ‘Photo’.

Step3. Click on ‘Upload’ button to load photo from source.

Step4. Click on ‘Save’ image button to save record.


Condo Details Screen

9.1.2. Block Details

Block Details windows form maintains block records such as block name, details, No of floors and photo. The cursor is conveniently placed in the ‘Block Name’ field for quick

data entry.

To create new Block details the followings steps should be performed:

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Step1. Go to ‘Master’ menu and select ‘Block Details’. Block details windows form will

be displayed

Step2. Enter mandatory fields ‘Block Name’, ‘Details’, ‘No of Floors’ and ‘Photo’.

Step3. Click on ‘Upload’ button to load photo.


Step5. Click on ‘Cancel’ image button to clear entered fields.


Block Details Screen

9.1.3. Unit Type Details

Unit Type Details windows form maintains Unit Type records such as Unit Type nameand details. The cursor is conveniently placed in the ‘Unit Type Name’ field for quick

data entry.

To create new Unit Type details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Unit Type Details’. Unit Type details windowsform will be displayed

Step2. Enter mandatory fields ‘Unit Type Name’ and ‘Details’.


Step4. Click on ‘Cancel’ image button to clear entered fields.

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Step6. Click on select icon to select data.

Step7. Click on delete icon to delete data.

Condo Unit Type Details Screen

9.1.4. Unit Details

Unit Details windows form maintains Unit records such as block name, Floor, Unit ID,Unit Type Name, details and Accounts Sub Head. The cursor is conveniently placed in

the ‘Block Name’ field for quick data entry.

To create new Unit details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Unit Details’. Unit details windows form will be

displayed

Step2. Select the Block name from combo box. The CMS software fills-in available

Block Names. Then available block details will be displayed in next window.

Step3. Select Floor from combo box. The CMS software fills-in available Floor.

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Step4. Enter mandatory fields ‘Unit ID’ and ‘Details’.

Step5. Select Unit Type Name from combo box. The CMS software fills-in availableUnit type Name.

Step6. Select Accounts Sub Head from combo box. The CMS software fills-in availableAccounts Sub Head.


Step8. Click on ‘Cancel’ image button to clears entered fields.

Step9. Click on ‘Print’ image button to take printout of selected record.



Step12. Click on ‘View’ image button to view the existing records. Then One-sub screento be opened that prompts the user to check either ‘Block wise’ or ‘Unit Type wise’

record to show.

Step13. Check any one check box is also prompts the user to check either ‘All’ or ‘Select’ radio button.

Step14. Check ‘All’ radio button and press ok to view all records.

Step15. Check radio button that prompts the user to select the available Block names and

Unit Type Names.

Step16. Press ‘Esc’ key to closes the sub screen.

Step17. Click on ‘Exit’ image button to closes Unit Details window.

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Condo Unit Details Screen

Condo Unit Details sub Screen

9.1.5. Client Types

Client Types windows form maintains Client Types records. The cursor is conveniently

placed in the ‘Client Type’ field for quick data entry.

To create new Client Type the followings steps should be performed:

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Step1. Go to ‘Master’ menu and select ‘Client Type’. Client Type windows form will be

displayed

Step2. Enter mandatory field Client Type.






Condo Client Types Screen

9.1.6. Payment Mode

Payment Mode windows form maintains Client’s mode of payment such as cash, DD,Bank cheque, Online transfer, Credit and Debit Card. The cursor is conveniently placed

in the ‘Payment Type’ field for quick data entry.

To create new Payment Mode the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Payment Mode’. Payment Mode windows form

will be displayed

Step2. Enter mandatory field Payment Mode.



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Condo Payment Mode Screen

9.1.7. Payment Settings

Payment Settings windows form maintains Client’s payment dates.

To create new Payment Settings the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Payment Setting’. Payment Settings windows


Step2. Click on radio button to select payment, client wise report, payment duration wise

report and payment mode wise report.



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Condo Payment Settings Screen

9.1.8. Payment Duration

Payment Duration windows form maintains Client’s time duration for payment.

To create new Payment Duration the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Payment Duration’. Payment Duration windowsform will be displayed

Step2. Select Payment Duration from combo box. The CMS software fills-in available

payment durations.


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Step4. Click on ‘Cancel’ image button to cancels selected fields.


Condo Payment Duration Screen

9.1.9. Service Details

Service Details windows form maintains allocating service to clients and payment for

service. The cursor is conveniently placed in ‘Service Name’ field for quick data entry.

To create new Service Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Service Details’. Service Details windows formwill be displayed.

Step2. Select Service Name from combo box. The CMS software fills-in available

Service Names.

Step3. Enter mandatory fields ‘Details’ and ‘Amount’. Click on month or year radio

button for amount payment.

Step4. Select Type, Accounts Sub Head and Client Type from combo box. The CMS

software fills-in available Types, Accounts Sub Head and Client Type.

Step5. Click on check box to select unit types and click add image button to add.


Step7. Click on ‘Cancel’ image button to cancels entered fields.

Step8. Select the data to be deleted and Click on ‘Delete’ image button. Selected data will

be removed.


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Condo Service Details Screen

9.1.10. Service Index Details

Service Index Details windows form maintains service index details of service name,

index value, start no. last execution date and no of months.

To create new Service Index Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Service Index Details’. Service Index Details

windows form will be displayed

Step2. Select Service Index Details to be updated and update the data and click on ‘Save’image button to save. The CMS software shows available service index details.


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Condo Service Index Details Screen

9.1.11. Interest Rate

Interest Rate windows form maintains Interest Rate details for payment.

To create new Interest Rate the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Interest Rate’. Interest Rate windows form will

be displayed

Step2. Interest Rate details screen is clicked on ‘same’ check box by default.

Step3. Enter mandatory field ‘Interest Rate’.


Step5. Click on the ‘Duration’ check box will be opened the No of Days and Interest Rate

to enter and ‘Add’ image button.

Step6. Enter required details No of Days and Interest Rate. Click on ‘Save’ image to

save.

Step7. Click on ‘Cancel’ image button to cancels the entered fields.

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Step8. Press ‘Esc’ key to clear.


Condo Interest Rate Details Screen

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Condo Interest Rate Details Screen

9.2. Transaction

Click on ‘Transaction’ menu opens the following windows forms.

• Create Client A/c

• Close Client A/c

• Unfixed Service Details Monthly Reading

• Advance Received From Client

• Amount Received Form Client

• Amount Due Reports

Condo Transaction Menu

9.2.1. Create Client A/c

‘Create Client A/c’ windows form manages unit assign to client. The cursor is

conveniently placed in ‘Block Name’ field for quick data entry.

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To assign new client to unit the following steps should be performed,

Step1. Select the Block Name from combo box. The CMS software fills-in availableblock names.

Step2. Click on the select icon redirects to the new Client assign screen.

Step3. Click on ‘Exit’ image button to closes the window.

Condo Create Client A/c Screen

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Condo Create Client A/c Screen

9.2.2. Close Client A/c

9.2.3. Unfixed Service Details Monthly Reading

9.2.4. Advance Received From Client

9.2.5. Amount Received Form Client

9.2.6. Amount Due Reports

9.3. Job

9.4. Generate Service Calculation

9.5. Exit

Click on ‘Exit’ menu closes the Condo Screen.

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10. HR (Human Resource)Human Resources Department manages all condominiums employees, employee

recruitment, employee salary, employee allocation, and employee attendances.

! Only the users who have the ‘HR’ access right can access the CMS interface forms.

Note that the users who do not have this right will not access CMS interfaces at all.

To access HR form ‘Click’ on ‘HR’ image. HR form opens and allows navigating menu

bar on top of Windows form.

HR (Human Resources) Screen

HR form includes the following Menu(s):

• Master

• Salary

• Exit

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HR Menu Bar

10.1. Master


• Master

• Department Details• Designation Details

• Group Details

• Basic Details

• Allowance Details

• Allowance Parameter

• Allowance Formula

• Deduction Details

• Deduction Parameter

• Deduction Formula

• Staff Details• Leave Details

• Leave Group Condition

• Leave Condition

• Holiday Details

HR Master Menu

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10.1.1. Master

‘Master’ windows form maintains Client records such as Blood Group Details, Category,

Community, Nationality, Country, State and Religion . The cursor is conveniently placedin the ‘Blood Group Details’ field for quick data entry.

To Create new Master Record the followings steps should be performed,

Step1. Enter mandatory field Blood Group Details and Click on ‘Save’ image button to

save record.

Step2. Click on Category Tab and Enter mandatory filed ‘Category Name’ and Click on

‘Save’ image button to save record.

Step3. Click on Community Tab and Enter mandatory filed ‘Community Name’ and

Click on ‘Save’ image button to save record.

Step4. Click on Nationality Tab and enter mandatory filed ‘Nationality’ and Click on‘Save’ image button to save record.

Step5. Click on Country Tab and Enter mandatory filed ‘Country’ and Click on ‘Save’

image button to save record.

Step6. Click on State Tab and Enter mandatory filed ‘State’, select country name form

combo box and Click on ‘Save’ image button to save record.

Step7. Click on Religion Tab and enter mandatory filed ‘Religion’ and Click on ‘Save’image button to save record.

Step8. Click on ‘Print’ image button to take printout.

Step9. Click on ‘Cancel’ image button to cancelsthe operation.

Step10. Click on ‘Exit” image button to closes the window.

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HR Master Screen

10.1.2. Department Details

‘Department Details’ windows form maintains all department under condo. The cursor is

conveniently placed in the ‘Department Name’ field for quick data entry.

To Create new Department Details Record the followings steps should be performed,

Step1. Enter mandatory fields Department Name and Department Code.

Step2. Click on ‘Save’ image button to save record. Then, message box will be opened

with message ‘Record Saved’.


Step4. Click on ‘Cancel’ image button to cancels the operation.

Step5. Click on delete icon to remove the selected record.


HR Department Details Screen

10.1.3. Designation Details

‘Designation Details’ windows form maintains all staff designation details. The cursor is

conveniently placed in the ‘Designation Name’ field for quick data entry.

To Create new Designation Details Record the followings steps should be performed,

Step1. Enter mandatory fields Designation Name, Designation Code and ApproximateOne day Salary.

Step2. Click on ‘Save’ image button to save record. Then, message box will be openedwith message ‘Record Saved’.



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HR Designation Details Screen

10.1.4. Group Details‘Group Details’ windows form maintains all staff Group details. The cursor is

conveniently placed in the ‘Group Name’ field for quick data entry.

To Create new Group Details Record the followings steps should be performed,

Step1. Enter mandatory fields Group Name.







HR Group Details Screen

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10.1.5. Basic Details

‘Basic Details’ windows form maintains all staff Basic salary details. The cursor is

conveniently placed in the ‘Group Name’ field for quick data entry.

To Create new Basic Details Record the followings steps should be performed,

Step1. Select Group Name from combo box. The CMS software fills-in available Group

names. ‘Add New’ group name will be opened the Group details screen.

Step2. Enter mandatory field ‘Basic Amount’.







HR Basic Details Screen

10.1.6. Allowance Details

‘Allowance Details’ windows form maintains all staff salary Allowance details. The

cursor is conveniently placed in the ‘Allowance Name’ field for quick data entry.

To Create new Allowance Details Record the followings steps should be performed,

Step1. Enter mandatory field ‘Allowance Amount’.





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HR Allowance Details Screen

10.1.7. Allowance Parameter

‘Allowance Parameter’ windows form maintains all staff salary allowance parameter details. The cursor is conveniently placed in the ‘Group Name’ field for quick data entry.

To Create new Allowance Parameter Details Record the followings steps should be

performed,



Step2. Select Allowance Name from combo box. The CMS software fills-in available

Allowance names. ‘Add New’ group name will be opened the Allowance details screen.

Step3. Enter mandatory fields Min value and Max value.




Step6. Click on ‘Cancel’ image button to cancelss the operation.

Step7. Click on delete icon to removes the selected record.

Step8. Click on ‘Exit” image button to closess the window.

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HR Allowance Parameter Screen

10.1.8. Allowance Formula

‘Allowance Formula’ windows form maintains all staff salary allowance Formula

details. The cursor is conveniently placed in the ‘Group Name’ field for quick data entry.

To Create new Allowance Formula Details Record the followings steps should be

performed,



Step2. Select Allowance Name from combo box. The CMS software fills-in available

Allowance names. ‘Add New’ group name will be opened the Allowance details screen.

Step3. Enter mandatory field ‘Basic Percentage’.


Step5. Select Allowance Name from combo box. The CMS software fills-in availableAllowance names. ‘Add New’ group name will be opened the Allowance details screen.

Step6. Click on any one ‘Percentage’ or ‘Value’ radio button, enter corresponding dataand Click on ‘Add’ image button to add the record.





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HR Allowance Formula Screen

10.1.9. Deduction Details

‘Deduction Details’ windows form maintains all staff salary Deduction details. The

cursor is conveniently placed in the ‘Deduction Name’ field for quick data entry.

To Create new Deduction Details Record the followings steps should be performed,

Step1. Enter mandatory field ‘Deduction Amount’.







HR Deduction Details Screen

10.1.10. Deduction Parameter

‘Deduction Parameter’ windows form maintains all staff salary Deduction parameter details. The cursor is conveniently placed in the ‘Group Name’ field for quick data entry.

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To Create new Deduction Parameter Details Record the followings steps should be

performed,



Step2. Select Deduction Name from combo box. The CMS software fills-in available

Deduction names. ‘Add New’ group name will be opened the Deduction details screen.

Step3. Enter mandatory fields Min value and Max value.






HR Deduction Parameter Screen

10.1.11. Deduction Formula

‘Deduction Formula’ windows form maintains all staff salary Deduction Formula details.

The cursor is conveniently placed in the ‘Group Name’ field for quick data entry.

To Create new Deduction Formula Details Record the followings steps should beperformed,

Step1. Select Group Name from combo box. The CMS software fills-in available Groupnames. ‘Add New’ group name will be opened the Group details screen.

Step2. Select Deduction Name from combo box. The CMS software fills-in availableDeduction names. ‘Add New’ group name will be opened the Deduction details screen.

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Step3. Enter mandatory field ‘Basic Percentage’.


Step5. Select Deduction Name from combo box. The CMS software fills-in availableDeduction names. ‘Add New’ group name will be opened the Deduction details screen.

Step6. Click on any one ‘Percentage’ or ‘Value’ radio button, enter corresponding dataand Click on ‘Add’ image button to add the record.





HR Deduction Formula Screen

10.1.12. Staff Details

‘Staff Details’ windows form maintains all Condo Staff Details. The cursor is

conveniently placed in the ‘Staff No’ field for quick data entry.

To Create new Staff Details Record the followings steps should be performed,

Step1. Enter mandatory fields ‘Staff No’, ‘Staff Name’, ‘Initial’, ‘Fathers Name’ and‘Initial’.

Step2. Select Category, Nationality, and Religion from combo box. The CMS software

fills-in available data.

Step3. Enter mandatory field ‘Qualification’.

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Step4. Select Department Name, Designation, and Group Name from combo box. The

CMS software fills-in available data.

Step5. Enter mandatory fields Date of Birth, Date of Join, Date of Relieve, Address and

City.

Step6. Select Country from combo box. The CMS software fills-in available Country

names.

Step7. Enter mandatory fields Pin Code, Phone No, Mobile No and E-mail ID.

Step8. Select Blood Group from combo box. The CMS software fills-in available BloodGroup names.

Step9. Enter mandatory field Remarks.

Step10. Click on ‘Browse’ button to upload photo.

Step11. Select Accounts Sub Head from combo box. The CMS software fills-in available

Accounts Sub Head names.


Step13. Click on ‘View’ image button to view the saved records.




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HR Staff Details Screen

10.1.13. Leave Details

‘Leave Details’ windows form maintains all staff Leave details. The cursor is

conveniently placed in the ‘Leave Name’ field for quick data entry.

To Create new Leave Details Record the followings steps should be performed,

Step1. Enter mandatory field ‘Leave Name’.







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HR Leave Details Screen

10.1.14. Leave Group Condition

‘Leave Group Condition’ windows form maintains all staff Leave Group Condition

details. The cursor is conveniently placed in the ‘Leave Name’ field for quick data entry.

To Create new Leave Group Condition Record the followings steps should be performed,

Step1. . Select Leave Name from combo box. The CMS software fills-in available Leave

Names.

Step2. Click on Group check box or select all.

Step3. Enter mandatory field ‘No of Days/Year’.







10.1.15. Leave Condition

‘Leave Condition’ windows form maintains all staff Leave Condition details. The cursor

is conveniently placed in the ‘Permission’ field for quick data entry.

To Create new Leave Condition Details the followings steps should be performed,

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Step1. Enter mandatory fields ‘Permission’, ‘Late’, ‘No of Days’, ‘Over Time’ and ‘%in

one day salary’.







HR Leave Condition Screen

10.1.16. Holiday Details

‘Holiday Details’ windows form maintains all staff Holiday details. The cursor isconveniently placed in the ‘Holiday Year’ field for quick data entry.

To Create new Holiday Details the followings steps should be performed,

Step1. Enter mandatory field Holiday Year.

Step2. Select ‘From Date’ and ‘To Date’ from calendar which fills- in Total and Workingdays fields.

Step3. Click on check boxes for common leave days of week and press ‘OK’ buttonwhich fills-in Leave days field.

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Step5. Enter mandatory field ‘Leave Name’ to add extra leave days.

Step6. Select ‘From Date’ and ‘To Date’ from calendar which fills- in Days field.

Step7. Click on ‘Add’ image button to add extra leave days per year.


Step9. Click on ‘Cancel’ image button to cancel the operation.



HR Holiday Details Screen

10.2. Salary

Click on ‘Salary’ menu opens the following windows forms.

• Leave Application

• Leave Authorization

• Leave Sanction Status

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• Attendance Details

• Pay Slip Details

• Salary Slip

• Attendance Report

HR Salary Menu

10.2.1. Leave Application

‘Leave Application’ windows form maintains all staff Leave Application details. The

cursor is conveniently placed in the ‘Department’ field for quick data entry.

To Create new Leave Application the followings steps should be performed,

Step1. Select Department, Employee Name, Designation Name, From Date and To Date

from Combo box which fills the No of Days, Available Leave and Balance Leave.

Step2. Enter mandatory filed Reason.






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HR Leave Application Screen

10.2.2. Leave Authorization

‘Leave Authorization’ windows form displays condo staff leave application details and

status.

To Create new Leave Authorization the followings steps should be performed,

Step1. Click on the Approve or Reject.




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HR Leave Authorization Screen

10.2.3. Leave Sanction Status

‘Leave Sanction Status’ windows form displays the all leave sanction details.

10.2.4. Attendance Details

‘Attendance Details’ windows form displays condo staff Attendance details and status.

To Create new Attendance Details the followings steps should be performed,

Step1. Select Date form Calendar.

Step2. Click on check boxes for attendance details.




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HR Attendance Details Screen

10.2.5. Pay Slip Details

‘Pay Slip Details’ windows form displays condo staff Pay Slip details.

To Create new Pay Slip Details the followings steps should be performed,

Step1. Select Month and Date form Calendar.

Step2. Click on Pay Slip check box and Click on ‘View’ image button to see pay slip.



HR Pay Slip Details Screen

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HR Sample Pay Slip

10.2.6. Salary Slip

‘Salary Slip’ windows form displays condo staff Salary Slip details.

To Create new Pay Slip Details the followings steps should be performed,

Step1. Select Month and Year form Calendar.

Step2. Click on ‘View’ image button to see Salary slip.



HR Salary Slip Screen

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10.2.7. Attendance Report

‘Attendance Report’ windows form displays condo staff Attendance Report.

To Create new Attendance Report the followings steps should be performed,

Step1. Select Department form combo box. The CMS software fills-in available data.

Step2. Select From Date and To Date form Calendar.





HR Attendance Report Screen

10.3. Exit

Click on ‘Exit” menu closess the HR (Human Resources) Screen.

11. AccountsAccounts Department manages business accounting records in easiest andaccurate way. CMS can generate several types of bookkeeping report on your company

financial status for printing purpose. CMS generates accurate bills, which are sufficient

for each type of transaction proof of company.

! Only the users who have the 'Accounts’ access right can access the accounts

management interface windows forms. Note that the users who do not have this

right will not access accounts management interfaces at all.

To Access Accounts form ‘Click’ on ‘Accounts’ button or link. Accounts windows form

opens and allows navigating menu bar on top of Windows form.

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Accounts Management Form

Accounts Management form includes the following Menu(s):

• Master

• Ledger

• Mapping

• Reports

• Exit

Accounts Menu Bar

11.1. Master

‘Master’ menu allows following windows form navigations

• Account Sub Head

• Ledger Details

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• Account Details

Accounts Master Menu

11.1.1. Account Sub Head

Accounts Sub Head module deals with various transactions of Accounts like Purchase

Accounts, Sales Accounts and Return Accounts.

To create new Accounts Sub Head the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Accounts Sub Head’. The Accounts Sub Head

windows form opens

Step2. Enter mandatory field ‘Accounts Sub Head Name’

Step3. Select ‘Sub Head Of’ from combo box. The CMS software fills-in available sub

head of.

Step4. Enter mandatory fields ‘Start No’ and ‘End No’


Step6. Click on ‘Cancel’ image button to cancel the operation

Step7. Click on ‘Print’ image button to view Sub Head Details report


Step9. Select Accounts Sub Head Details to remove and click on ‘Delete’ icon to delete

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Accounts Sub Head Screen

Sample Accounts Sub Head Report

11.1.2. Ledger Details

Ledger Details module handles Accounts Ledger details.

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To create new Ledger Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Ledger Details’. The Ledger Details windows

form opens

Step2. Enter mandatory field ‘Ledger Name’

Step3. Select ‘Sub Head Of’ from combo box. The CMS Software fills-in available subhead of.

Step4. Enter mandatory fields ‘Opening Balance’


Step6. Click on ‘Cancel’ image button to cancels the operation

Step7. Click on ‘Print’ image button to view Ledger Details report


Step9. Select Ledger Details to remove and click on ‘Delete’ icon to delete

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Accounts Ledger Details Screen

Ledger Details Report

11.1.3. Account Details

Accounts Details module manages each account detail belongs to which ledger.

To create new Account Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Account Details’. The Account Details windows

form opens

Step2. Select ‘Cash Purchase’, ‘Credit Purchase’ etc. from combo box. The CMS

Software fills-in available details.



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Account Details Screen

11.2. Ledger

‘Ledger’ menu allows following windows form navigations

• Voucher Entry

• Posting Ledger

• Ledger Reports

Ledger Menu

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11.2.1. Voucher Entry

Voucher Entry module manages credit and debit account details.

To create new Voucher Entry the followings steps should be performed:

Step1. Go to ‘Ledger’ menu and select ‘Voucher Entry’. The Voucher Entry windowsform opens.

Step2. Select ‘Date’ from combo box. The CMS Software fills-in current date.

Step3. Click on ‘Amount Received ’ or ‘Amount Paid ’ radio button.

Amount Received

Step2.1. Select ‘Account Name’ from combo box. The CMS Software fills-in availableAccount Names. Then one box is opened with credit, debit and Balance details for

selected Account Name.

Step2.2. Enter mandatory fields ‘Account Details’ and ‘Debit Amount’.

Step2.3. Click on ‘Save’ image button to save.

Step2.4. Click on ‘Exit’ image button to closes the window.

AccountsVoucher Entry –Amount Received Screen

Amount Paid

Step2.1. Select ‘Account Name’ from combo box. The CMSSoftware fills-in available

Account Names. Then one box is opened with credit, debit and Balance details for

selected Account Name.

Step2.2. Enter mandatory fields ‘Account Details’ and ‘Credit Amount’

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Step2.3. Click on ‘Save’ image button to save.

Step2.4. Click on ‘Exit’ image button to closes the window.

Accounts Voucher Entry –Amount Paid Screen

11.2.2. Posting Ledger

Posting Ledger module maintains general ledger details.

To create new Posting Ledger the followings steps should be performed:

Step1. Go to ‘Ledger’ menu and select ‘Posting Ledger’. The Posting Ledger windows

form opens

Step2. Click on the status Check box and click on ‘Save’ image button to post the ledger

details.

Step3. Click on delete icon redirects the user to ‘Voucher Entry Screen’ to delete.



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Accounts Posting General Ledger Screen

11.2.3. Ledger Reports

Ledger Reports module creates ‘Report’ for Ledger Name.

To create new Ledger Reports the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Ledger Reports’. The Ledger Reports windows

form opens

Step2. Click on ‘Print’ image button to view report


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Accounts Ledger View Screen

11.3. Reports

‘Reports’ menu allows following windows form navigations

• Sub Head Details

• Chart of Accounts

• Day Book

• Balance Sheet

• Profit and Loss

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Accounts Reports Menu

11.3.1. Sub Head Details

Sub Head Details module creates ‘Sub Head Details’ report.

To create Sub Head Details report the following steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Sub Head Details’. The Sub Head Detailswindow form opens

Step2. Select ‘Sub Head Name’ from combo box. The CMS Software fills-in availableSub Head Names

Step3. Click on ‘Print’ image button to create report

Step4. Click on ‘Exit’ image button to exit

Accounts Sub Head Details Screen

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Sample Sub Head Details Report

11.3.2. Chart of Accounts

Chart of Accounts module handles credit and debit details of accounts.

To view Chart of Accounts the following steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Chart of Accounts’. The Chart of Accounts

window form opens

Step2 Click on ‘Print’ image button to create report


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Accounts Chart of Accounts Screen

11.3.3. Day Book

Day Book module creates each day report.

To create Day Book Report the following steps should be performed:

Step1. Go to Go to ‘Reports’ menu and select ‘Day Book’. The Day Book window form

opens

Step2. Select ‘Date’ from combo box. The CMS Software fills-in current date

Step3 Click on ‘View’ image button to create report


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Accounts Day Book Screen

11.3.4. Balance Sheet

Balance Sheet module creates each day Balance Sheet report.

To create Balance Sheet Report the following steps should be performed:

Step1. Go to Go to ‘Reports’ menu and select ‘Balance Sheet’. The Balance Sheetwindow form opens




Accounts Balance Sheet Report Screen

11.3.5 .Profit and Loss

Profit and Loss module creates ‘Profit and Loss Report’.

To create Profit and Loss Report the following steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Profit and Loss’. The Profit and Loss window

form opens




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Accounts Profit and Loss Screen

11.4. Mapping

‘Mapping’ menu allows following windows form navigations

• Balance Sheet Mapping

• Profit and Loss Mapping

Accounts Mapping Menu

11.4.1. Balance Sheet Mapping

Balance Sheet Mapping module compares company’s Assets and Liability.

To create new Balance Sheet Mapping the followings steps should be performed:

Step1. Go to ‘Mapping’ menu and select ‘Balance Sheet Mapping’. The Balance Sheet

Mapping windows form will be displayed

Step2. . Select ‘Accounts Sub Head’, ‘Position’ from combo box. The CMS Software

fills-in available details

Step3. Click on ‘Save’ image button to save and update

Step4. Click on ‘Exit’ image button to closes Balance Sheet Mapping form

Step5. Select Balance Sheet Mapping Details to remove and click on ‘Delete’ icon to

delete

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Accounts Balance Sheet Mapping Screen

11.4.2. Profit and Loss Mapping

Profit and Loss Mapping module compares company’s Expenses and Income.

To create new Profit and Loss Mapping the followings steps should be performed:

Step1. Go to ‘Mapping’ menu and select ‘Profit and Loss Mapping ’. The Profit and Loss

mapping windows form will be displayed

Step2. . Select ‘Accounts Sub Head’, ‘Position’ from combo box. The CMSSoftwarefills-in available details

Step3. Click on ‘Save’ image button to save and update

Step4. Click on ‘Exit’ image button to closes Balance Sheet Mapping form

Step5. Select Balance Sheet Mapping Details to remove and click on ‘Delete’ icon to

delete

Accounts Profit and Loss Mapping Screen

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11.5. Exit

Click on the ‘Exit’ menu closess the Accounts Screen.

12. InventoryInventory Department is the best inventory management utility to manage Company’s

stock and accounting system with maximum profit and less overhead expenses. Simplebusiness accounting and inventory management utility is used to record all details of

sales and purchase of the product and simply tracks all the expenses or income of the

company.

! Only the users who have the 'Inventory’ access right can access the inventory

management interface windows forms. Note that the users who do not have this right will

not access inventory management interfaces at all.

To Access Inventory form ‘Click’ on ‘Inventory’ button or link. Inventory windows formopens and allows navigating menu bar on top of Windows form.

Inventory Screen

Inventory Management form includes the following Menu(s):

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• Master

• Purchase

• Sales

• Service

• Reports

• Exit

Inventory Menu Bar

12.1. Master


• Tax Details

• Product Details

• Payment Duration Details

• Service Man Details

• Supplier Details

• Customer Details

• Pending Details

Inventory Master Menu

12.1.1. Tax Details

Tax Details windows form handles company’s tax related records such as Tax Name and

Percentage. The cursor is conveniently placed in the ‘Tax Name’ field for quick dataentry.

To create new Tax Details the followings steps should be performed:

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Step2. Enter mandatory fields ‘Product No’, ‘Product Name’, ‘Basic Unit Price’, ‘Excise

Duty’, ‘Cess’, ‘Purchase Price’, ‘Sale Price’, ‘Opening Stock’ and ‘Min Level’

Step3. Select ‘Tax Name’ form combo box. The CMS Software fills-in available tax

names


Step5. Select Product Details to modify and change the details and Click on ‘Save’ imagebutton to update


Step7. Click on ‘Exit’ image button to closes the Product details form

Step8. Click on ‘Print’ image button to view Product details report

Step9. Select Product Details to remove and click on ‘Delete’ icon to delete

Inventory Product Details Screen

12.1.3. Payment Duration Details

Payment Duration Details windows form maintains Payment time limit for Customer.The cursor is conveniently placed in the ‘Payment Duration’ field for quick data entry.

To create new Payment Duration Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Payment Duration Details’. The Payment

duration details windows form will be displayed

Step2. Enter mandatory field ‘Payment Duration’


Step4. Select Payment Duration Details to modify and change the details and Click on

‘Save’ image button to update

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Step5. Click on ‘Cancel’ image button to cancel the operation

Step6. Click on ‘Exit’ image button to closes the Payment Duration details form

Step7. Click on ‘Print’ image button to view Payment Duration details report

Step8. Select Payment Duration Details to remove and click on ‘Delete’ icon to delete

Inventory Payment duration details Screen

12.1.4. Service Man Details

Service Man Details windows form maintains company’s Service Men details. The cursor

is conveniently placed in the ‘Service Man Name’ field for quick data entry.

To create new Service Man Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Service Man Details’. The Service Man details

windows form will be displayed

Step2. Enter mandatory field ‘Service Man Name’


Step4. Select Service Man Details to modify and change the details and Click on ‘Save’image button to update


Step6. Click on ‘Exit’ image button to closes the Service Man details form

Step7. Click on ‘Print’ image button to view Service Man details report

Step8. Select Service Man Details to remove and click on ‘Delete’ icon to delete

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Inventory Service Man Details Screen

12.1.5. Supplier Details

Supplier Details windows form maintains Supplier details like Name, Address, Phone noetc, and Opening Balance. The cursor is conveniently placed in the ‘Supplier Name’ field

for quick data entry.

To create new Supplier Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Supplier Details’. The Supplier details windows


Step2. Enter mandatory fields ‘Supplier Name’, ‘Address’, ‘City’, ‘Pin Code’, ‘State’,

Tin No’, ‘Cst No’, ‘Phone No’, ‘Fax No’, ‘Contact Person’, Email Id’, ‘Status’,‘Remarks’, and ‘Opening Balance’

Step3. Select ‘Accounts Sub head’ from combo box. The CMSSoftware fills-in available

accounts sub heads


Step5. Select Supplier Details to modify and change the details and Click on ‘Save’

image button to update


Step7. Click on ‘Exit’ image button to closes the Supplier details form

Step8. Click on ‘Print’ image button to view Supplier details report

Step9. Select Supplier Details to remove and click on ‘Delete’ icon to delete

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Inventory Supplier Details Screen

12.1.6. Customer Details

Customer Details windows form maintains Customer Details like Name, Address, Phone

no etc and Balance amount. The cursor is conveniently placed in the ‘Customer Name’field for quick data entry.

To create new Customer Details the followings steps should be performed:

Step1. Go to ‘Master’ menu and select ‘Customer Details’. Customer Details windows


Step2. Enter mandatory fields ‘Customer Name’, ‘Address’, ‘City’, ‘Pin Code’, ‘State’,

Tin No’, ‘Cst No’, ‘Phone No’, ‘Fax No’, ‘Contact Person’, Email Id’, ‘Status’,‘Remarks’, and ‘Opening Balance’

Step3. Select ‘Accounts Sub head’ from combo box. The CMS Software fills-in availableaccounts sub heads


Step5. Select Customer Details to modify and change the details and Click on ‘Save’

image button to update


Step7. Click on ‘Exit’ image button to closes the Customer details form

Step8. Click on ‘Print’ image button to view Customer details report

Step9. Select Customer Details to remove and click on ‘Delete’ icon to delete

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Inventory Customer Details Screen

12.1.7. Pending Details

Pending Details form displays available stock details like Purchase Order PendingDetails, Sales Order Pending, Customer Payment Pending and supplier Payment Pending.

To view Pending Details the followings steps should be performed:

Step1.Go to ‘Master’ menu and select ‘Pending Details’. Pending details windows formwill be displayed with all available stock details

Step2.Click on ‘Exit’ image button to closes Pending details form

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Inventory Pending Details Windows Screen

12.2. Purchase


• Purchase Order

• Goods Received

• Purchase Bill

• Purchase Return

Inventory Purchase Menu

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12.2.1. Purchase Order

Purchase Order windows form manages purchase orders, which can be direct or

automated.

To create new Purchase Order the followings steps should be performed:

Step1. Go to ‘Purchase’ menu and select ‘Purchase Order’. Purchase Order windows


Step2. Click on radio button either Direct (or) Automated. By default CMS Software

clicked on ‘Direct’ radio button

Radio Buttons

Direct Radio Button

Manually fills-in the Product No and Product Name

Step2.1. Select ‘Supplier Name’ from combo box. The CMS software fills-in

available ‘Address’

Step2.2. Enter mandatory fields ‘Product No’ and ‘Product Name’. The Pop Up

Window shows all available products

• Automated Radio Button

Automated means software fills-in the low order available stock Product No and

Product Name

Step2.1. Select ‘Supplier Name’ from combo box. The CMS software fills-in

available ‘Address’, ‘Product No’ and ‘Product Name’

Step3. Select ‘Purchase Date’ from combo box. The CMS software fills-in available

current date

Step4. Enter mandatory fields ‘Quantity’ and ‘Notes’

Step5. Click on ‘Add’ image button to add entered details

Step6. Click on ‘Save’ image button to save which prompt user to take print out. Click on

‘Yes’ button to view Purchase Order Details report

Step7. To modify Purchase Order details click on ‘Edit’ image button and Enter valid

‘Purchase Order No’ click on ‘Save’ image button to update


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Step9. Click on ‘Exit’ image button to closes Purchase Order form

Step10. Select Purchase Order Details to remove and click on ‘Delete’ icon to delete

Inventory Purchase Order Screen

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Sample Purchase Order Details Report

12.2.2. Goods Received

Goods Received windows form manages Purchase Orders received, which can be director automated.

To enter Goods Received details the followings steps should be performed:

Step 1.Go to ‘Purchase’ menu and select ‘Goods Received’. Goods Received windows


Step 2.Click on radio button either Direct (or) Purchase Order. By default CMS

Software clicked on ‘Direct’ radio button

Radio Buttons

Direct Radio ButtonManually fills-in the Product No and Product Name

Step 2.1.Select ‘Supplier Name’ from combo box software fills-in ‘Address’

Step 2.2.Select ‘Goods Received Date’ from combo box. The CMS Software fills-in

available current date

Step2.3.Enter mandatory field ‘Purchase Order Date’

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Step 2.4.Enter mandatory field ‘Product No’ and press tab or mouse click on ‘Product

Name’ filed. The Pop-Up Window shows all available products

Step 2.5.Select ‘Product’ from pop-up window, which fills-in Product No and Product

Name

Step 2.6.Enter mandatory field ‘Quantity’

Step 2.7.Click on ‘Save’ image button to save which prompt user to take print out. Click

on ‘Yes’ button to view Goods Received Details report

Step 2.8.To modify Goods Received details click on ‘Edit’ image button and Enter valid‘Goods Received No’ click on ‘Save’ image button to update

Step 2.9.Click on ‘Cancel’ image button to cancels the operation

Step 2.10.Click on ‘Exit’ image button to closes Goods Received form

Step 2.11.Select Goods Received Details to remove and click on ‘Delete’ icon to delete

• Purchase Order Radio Button

Purchase order means software fills in ordered Purchase Order No

Step2.1. Select ‘Product No’ from combo box software fills-in available ‘Supplier Name’, ‘Address’, ‘Goods Received Date’ and ‘Purchase Order Date’. Displays all

‘Purchase Order’ details

Step2.2. Enter ‘Received Quantity’ field

Step2.3. Click on ‘Save’ image button to save which prompt user to take print out. Click

on ‘Yes’ button to view Goods Received Details report

Step2.4. To modify Purchase Order details click on ‘Edit’ image button and Enter valid

‘Goods Received No’ click on ‘Save’ image button to update

Step2.5. Click on ‘Cancel’ image button to cancels the operation

Step2.6. Click on ‘Exit’ image button to closes Goods Received form

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Inventory Goods Received Screen

Sample Goods Received Details Report

12.2.3. Purchase Bill

Purchase Bill form manages all type of purchase bills

To create new Purchase Bill the followings steps should be performed:

Step1. Go to ‘Purchase’ menu and select ‘Purchase Bill’. Purchase Bill windows formwill be displayed

Step2. Select ‘Date’ from combo box. The CMS software fills-in available current date

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Step3. Click on any radio button Direct Order , Purchase Order No or Goods Received

No

Purchase Bill Radio Buttons

Direct Order Radio Button

Step2.1. Select ‘Dealer Name’ from combo box, which fills-in ‘Address’. The CMS

software fills-in available Dealer Names

Step2.2. Enter mandatory field ‘Voucher Bill No’

Step2.3. Select ‘Payment Duration’ from combo box. The CMS software fills-in available

Payment Duration

Step2.4. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘Product


Step2.5. Select ‘Product’ from pop-up window, which fills-in available Product No,Product Name, Tax

Step2.6. Enter field ‘Price’ and ‘Quantity’ and press tab or mouse click on amount filedwhich fills-in ‘Amount’

Step2.7. Click on required ‘Discount’ check box

Step2.8. Click on ‘Add’ image button, which fills-in ‘Total Amount’, ‘Tax Amount’, and

‘Net Amount’ and Enter mandatory field ‘Transport Charges’


on ‘Yes’ button to view Purchase Bill Details report

Step2.10. To modify Purchase Bill details click on ‘Edit’ image button and Enter valid

‘Purchase Bill No’ click on ‘Save’ image button to update


Step2.12. Click on ‘Exit’ image button to closes Purchase Bill form

Step2.13. Select Purchase Bill Details to remove and click on ‘Delete’ icon to delete

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Inventory Purchase Bill Screen (Direct Order)

Purchase Order Radio Button

Step2.1. Select ‘Purchase Order No’ from combo box. The CMS software fills-in

available Purchase Order No

Step2.2. Select ‘Dealer Name’ from combo box, which fills-in ‘Address’. The CMS

software fills-in available Dealer Names

Step2.3. Enter required field ‘Voucher Bill No’

Step2.4. Select ‘Payment Duration’ from combo box. The CMS software fills-in availablePayment Durations

Step2.5. Enter mandatory fields ‘Received Quantity’ and ‘Price’ and press tab or mouseclick on Total filed which fills-in available ‘Total’, ‘Total Amount’, ‘Tax Amount’ and

‘Net Amount’ and Enter mandatory field ‘Transport Charges’


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Step2.9 Click on ‘Cancel’ image button to cancels the operation

Step2.10 Click on ‘Exit’ image button to closes Purchase Bill form

Inventory Purchase Bill Screen (Purchase Order No)

Goods Received No Radio Button

Step2.1. Select ‘Goods Received No’ from combo box, which fills-in ‘Dealer Name’ and‘Address’. The CMS software fills-in available Goods Received No and Dealer Name

Step2.2. Enter required field ‘Voucher Bill No’

Step2.3. Select ‘Payment Duration’ from combo box. The CMS software fills-in available

Payment Duration

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Step2.4. Enter mandatory field ‘Price’ and press tab or mouse click on Total filed which

fills-in ‘Total’, ‘Total Amount’, ‘Tax Amount’ and ‘Net Amount’ and Enter mandatory

field ‘Transport Charges’






Step2.8 Click on ‘Cancel’ image button to cancels the operation

Step2.9 Click on ‘Exit’ image button to closes Purchase Bill form

Inventory Purchase Bill Screen (Goods Received No)

12.2.4. Purchase Return

Purchase Return form manages returned purchase details.

To create Purchase Return the followings steps should be performed:

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Step1. Go to ‘Purchase’ menu and select ‘Purchase Return’. Purchase Return windows


Step2. Select ‘Purchase Return Date’ from combo box. The CMS software fills-in

available current date

Step3. Enter mandatory fileds ‘Dealer Name’ and ‘Dealer Address’

Inventory Purchase Return Screen

12.3. Sales

‘Sales’ menu allows following windows form navigations

• Delivery Challan

• Sales Bill

• Sales Return

Inventory Sales Menu

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12.3.1. Delivery Challan

Delivery Challan windows form maintains Delivery Challan details.

To create new Delivery Challan details the followings steps should be performed:

Step1. Go to ‘Sales’ menu and select ‘Delivery Challan’. Delivery Challan detailswindows form will be displayed

Step2. Select ‘Customer Name’ from combo box. The CMS software fills-in availableCustomer Address

Step3. Select ‘DC Date’ from combo box. The CMS software fills-in available the

current date in Date field

Step4. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘Product


Step5. Select ‘Product’ from pop-up window that fills-in Product No, Product Name,

Price and Tax Type

Step6. Enter mandatory field ‘Quantity’.

Note: The user enters more than available ‘Quantity’, then billing and accounts

software pop-ups available Quantity in company.

Message Box

Step7. Click on ‘Add’ image button to add Delivery Challan details

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Inventory Delivery Challan Screen

Step8. Click on ‘Save’ image button to save which prompt user to take print out. Click

on ‘Yes’ button to view Delivery Challan Details report

Step9. To modify Delivery Challan Bill details click on ‘Edit’ image button and Enter

valid details and click on ‘Save’ image button to update


Step11. Click on ‘Exit’ image button to closes Delivery Challan form

Step12. Select Delivery Challan Details to remove and click on ‘Delete’ icon to delete

12.3.2. Sales Bill

Sales Bill windows form maintains Sales Bill details.

To create new Sales Bill details the followings steps should be performed:

Step1. Go to ‘Sales’ menu and select ‘Sales Bill’. Sales Bill details windows form willbe displayed

Step2. Click on radio button either ‘Direct’ or ‘DC No’

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Radio Buttons

Direct Radio Button

Step2.1. Select ‘Sales Bill Date’, ‘Delivery Date’ and ‘Payment Duration’ from combobox. The CMS software fills-in the current date in Date fields

Step2.2. Select ‘Customer Name’ from combo box. The CMS software fills-in Customer Address

Step2.3. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘ProductName’ filed. The Pop-Up Window shows all available products

Step2.4. Select ‘Product’ from pop-up window that fills-in Product No, Product Name,

Price and Tax Type

Step2.5. Enter mandatory field ‘Quantity’ and press tab or mouse click on amount filed

which fills-in ‘Amount’

Note: The user enters more than available ‘Quantity’, then billing and accounts

software pop-ups available Quantity in company.

Message Box

Step2.6. Click on ‘Add’ image button to add Sales Bill details which fills-in fields ‘TotalAmount’, ‘Tax Amount’ and ‘Net Amount’

Step2.7. Click on required ‘Discount Amount’ check box

Step2.8. Enter mandatory field ‘Discount Amount’ and press tab or mouse click on

'Delivery Charge’ filed which fills-in altered ‘Total Amount’, ‘Tax Amount’ and ‘NetAmount’

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'Advance Amount’ filed which fills-in altered ‘Net Amount’

Step2.10. Enter mandatory field ‘Advance Amount’ and press tab or mouse click on

'Delivery Charge’ filed which fills-in altered ‘Balance Amount’

Inventory Sales Bill details Screen- Direct radio button

Step2.11. Click on ‘Save’ image button to save which prompt user to take print out.

Click on ‘Yes’ button to view Sales Bill Details report

Step2.12. To modify Sales Bill details click on ‘Edit’ image button and Enter valid details

and click on ‘Save’ image button to update


Step2.14. Click on ‘Exit’ image button to closes Purchase Bill form

Step2.15. Select Sales Bill Details to remove and click on ‘Delete’ icon to delete

DC No Radio Button

Step2.1. Select ‘DC No’ from combo box

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Step2.2. Select ‘Sales Bill Date’, ‘Delivery Date’ and ‘Payment Duration’ from combo

box. The CMS software fills-in the current date in Date fields

Step2.3. Select ‘Customer Name’ from combo box. The CMS software fills-in Customer

Address

Step2.4. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘Product


Step2.5. Select ‘Product’ from pop-up window that fills-in Product No, Product Name,

Price and Tax Type

Step2.6. Enter mandatory field ‘Quantity’ and press tab or mouse click on amount filed

which fills-in ‘Amount’

! T

he user enters more than available ‘Quantity’, then billing and accounts softwarepop-ups available Quantity in company.

Message Box

Step2.7. Click on ‘Add’ image button to add Sales Bill details which fills-in fields ‘TotalAmount’, ‘Tax Amount’ and ‘Net Amount’

Step2.8. Click on required ‘Discount Amount’ check box


'Delivery Charge’ filed which fills-in altered ‘Total Amount’, ‘Tax Amount’ and ‘Net

Amount’


'Advance Amount’ filed which fills-in altered ‘Net Amount’

Step2.11. Enter mandatory field ‘Advance Amount’ and press tab or mouse click on

'Delivery Charge’ filed which fills-in altered ‘Balance Amount’

Step2.12. Click on ‘Save’ image button to save which prompt user to take print out.

Click on ‘Yes’ button to view Sales Bill Details report

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Step2.13. To modify Sales Bill details click on ‘Edit’ image button and Enter valid details

click on ‘Save’ image button to update


Step2.15. Click on ‘Exit’ image button to closes Sales Bill form

Step2.16. Select Sales Bill Details to remove and click on ‘Delete’ icon to delete

Inventory Sales Bill details Screen- DC No radio button

12.3.3. Sales Return

Sales Return windows form maintains Sales Return details

To create new Sales Return details the followings steps should be performed:

Step1. Go to ‘Sales’ menu and select ‘Sales Return’. Sales return details windows form

will be displayed

Step2. Enter mandatory fields ‘Sales Bill No’, ‘Customer Name’ and ‘Customer Address’

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Step3. Select ‘Sales Return Date’ from combo box. The CMS software fills-in the current

date in Date field

Step4. Click on ‘Save’ image button, which fills-in altered ‘Total Amount’, ‘Tax

Amount’ and ‘Net Amount’


Step6. Click on ‘Exit’ image button to closes Sales Return form

Inventory Sales Return Screen

12.4. Service

‘Service’ menu allows to take Service Man Report.

Inventory Service Menu

Service Man Report

Service Man Report windows form maintains Service Man Report details.

To create new Service Man Report the followings steps should be performed:

Step1. Go to ‘Services’ menu and select ‘Service Man Report’. Service Man Reportdetails windows form will be displayed

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Step2. Select ‘Complaint No’ from combo box. The CMS software fills-in available

Compalaint Nos

Step3. Select ‘Time and Date’, ‘Hour’ and ‘Minutes’ from combo box. The CMS

software fills-in the current date

Step4. Select ‘In Time’ and ‘Out Time’ from combo box.

Step5. Select ‘Status’ from combo box. The CMS software fills-in available statuses

Step6. Enter mandatory fields ‘Service Engineer Name’ and ‘Remarks’

Step7. Click on ‘Save’ image button to save, which displays service man details


Step9. Click on ‘Exit’ image button to closes Service Man Report form

Step10. Select Service Man Report Details to remove and click on ‘Delete’ icon to delete

Inventory Service Man Report Screen

12.5. Reports

‘Reports’ menu allows following windows form navigations

• Price List• Purchase Reports

• Sales Reports

• Stock Reports

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Inventory Reports Menu

12.5.1. Price List

Price List module allows creating ‘Summary’ of Price List report and ‘Product Wise

Price List Report’.

To generate Summary Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Summary’ from ‘Price List’. The CMSSoftware generates Summary report

Inventory Price List Menu

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Sample Inventory Price List Summary Report

To generate Product Wise Price List Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Product wise’ from ‘Price List’

Step2. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘Product


Step3. Select ‘Product’ from pop-up window that fills-in Product details

Step4. Click on ‘View’ image button to view Product Wise Price List Report

Step5. Click on ‘Exit’ image button to closes Product Wise Price List Report form

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Sample Inventory Product Wise Price List Report

12.5.2. Purchase Reports

Purchase Reports windows form allows to generates the following reports:

• Purchase Order

• Goods Received

•

Purchase Bill• Purchase Return

Inventory Purchase Reports Menu

12.5.2.1. Purchase Order

Purchase Order module creates ‘Purchase Order Bill Wise Report’ and ‘Purchase Order

Status Wise Report’.

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To generate Purchase Order Bill Wise Report the followings steps should be

performed:

Step1. Go to ‘Reports’ menu and select ‘Purchase Order’ from ‘Purchase Report’. The

Purchase Order windows form opens

Step2. Click on ‘Purchase Order Bill Wise Report’ tab

Step3. Enter mandatory field with valid ‘Purchase Order No’

Step4. Click on ‘View’ image button to view Purchase Order Bill Wise Report

Step5. Click on ‘Exit’ image button to closes Purchase Order Bill Wise Report Screen

Inventory Purchase Order Bill Wise Report Screen

To generate Purchase Order Status Wise Report the followings steps should be

performed:

Step 1.Go to ‘Reports’ menu and select ‘Purchase Order’ from ‘Purchase Report’. The

Purchase Order windows form opens

Step 2.Click on ‘Purchase Order Status Wise Report’ tab

Step 3.Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the

current date

Step 4.Click on ‘Status’ radio button ‘Finished’, ‘Partially Finished’, ‘Pending’ or ‘All’

Step5. Click on ‘View’ image button to view Purchase Order Status Wise Report

Step6. Click on ‘Exit’ image button to closes Purchase Order Status Wise Report form

Inventory Purchase Order Status Wise Report Screen

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12.5.2.2. Goods Received

Goods Received module allows to creating ‘Goods Received No Wise Report’ and

‘Goods Received Date Wise Report’.

To generate Goods Received No Wise Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Goods Received’ from ‘Purchase Report’. ThePurchase Order windows form opens

Step2. Click on ‘Goods Received No Wise Report’ tab

Step3. Enter mandatory field Goods Received Number with valid ‘Goods Received

Number’

Step4. Click on ‘View’ image button to view Goods Received No Wise Report

Step5. Click on ‘Exit’ image button to closes Goods Received No Wise Report form

Inventory Goods Received No Wise Report Screen

To generate Goods Received Date Wise Report the followings steps should be

performed:

Step1. Go to ‘Reports’ menu and select ‘Goods Received’ from ‘Purchase Report’. TheGoods Received windows form opens

Step2. Click on ‘Goods Received Date Wise Report’ tab

Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the

current date

Step4. Click on ‘Status’ radio button ‘Finished’, ‘Pending’ or ‘All’

Step4. Click on ‘View’ image button to view Goods Received Date Wise Report

Step5. Click on ‘Exit’ image button to closes Goods Received Date Wise Report form

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Inventory Goods Received Date Wise Report Screen

12.5.2.3. Purchase Bill

Purchase Bill module allows to creating ‘Purchase Bill No Wise Report’ and ‘Purchase

Bill Date Wise Report’.

To generate Purchase Bill No Wise Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Purchase Bill’ from ‘Purchase Report’. The

Purchase Bill windows form opens

Step2. Click on ‘Purchase Bill No Wise Report’ tab

Step3. Enter mandatory field Purchase Bill Number with valid ‘Purchase Bill Number’

Step4. Click on ‘View’ image button to view Purchase Bill No Wise Report

Step5. Click on ‘Exit’ image button to closes Purchase Bill No Wise Report form

Inventory Purchase Bill No Wise Report Screen

To generate Purchase Bill Date Wise Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Purchase Bill’ from ‘Purchase Report’. The

Purchase Bill windows form opens

Step2. Click on ‘Purchase Bill Date Wise Report’ tab

Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in thecurrent date

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Step4. Click on ‘View’ image button to view Purchase Bill Date Wise Report

Step5. Click on ‘Exit’ image button to closes Purchase Bill Date Wise Report Screen

Inventory Purchase Bill Date Wise Report Screen

12.5.2.3. Purchase Return

Purchase Return module allows to creating ‘Purchase Return No Wise Report’ and

‘Purchase Return Date Wise Report’.

To generate Purchase Return No Wise Report the followings steps should be

performed:

Step1. Go to ‘Reports’ menu and select ‘Purchase Return’ from ‘Purchase Report’. The

Purchase Return windows form opens

Step2. Click on ‘Purchase Return No Wise Report’ tab

Step3. Enter mandatory field Purchase Return Number with valid ‘Purchase Return

Number’

Step4. Click on ‘View’ image button to view Purchase Return No Wise Report

Step5. Click on ‘Exit’ image button to closes Purchase Return No Wise Report form

Inventory Purchase Return No Wise Report Screen

To generate Purchase Return Date Wise Report the followings steps should be

performed:

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Step1. Go to ‘Reports’ menu and select ‘Purchase Return’ from ‘Purchase Report’. The

Purchase Return windows form opens

Step2. Click on ‘Purchase Return Date Wise Report’ tab


Step4. Click on ‘View’ image button to view Purchase Return Date Wise Report

Step5. Click on ‘Exit’ image button to closes Purchase Return Date Wise Report Screen

Inventory Purchase Return Date Wise Report Screen

12.5.3. Sales Reports

Sales Reports windows form allows generating the following reports:

• Delivery Challan

• Sales Bill

• Sales Return

Inventory Sales Reports Menu

12.5.3.1. Delivery Challan

Delivery Challan module allows to creating ‘Delivery Challan No Wise Report’ and‘Delivery Challan Date Wise Report’.

To generate Delivery Challan No Wise Report the followings steps should be

performed:

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Step1. Go to ‘Reports’ menu and select ‘Delivery Challan’ from ‘Sales Report’. The

Sales Order windows form opens

Step2. Click on ‘Delivery Challan No Wise Report’ tab

Step3. Enter mandatory field Goods Received Number with valid ‘Goods ReceivedNumber’

Step4. Click on ‘View’ image button to view Delivery Challan No Wise Report

Step5. Click on ‘Exit’ image button to closes Delivery Challan No Wise Report Screen

Inventory Delivery Challan No Wise Report Screen

To generate Delivery Challan Date Wise Report the followings steps should be

performed:

Step1. Go to ‘Reports’ menu and select ‘Delivery Challan’ from ‘Sales Report’. The

Delivery Challan windows form opens

Step2. Click on ‘Delivery Challan Date Wise Report’ tab


Step4. Click on ‘Status’ radio button ‘Finished’, ‘Pending’ or ‘All’

Step5. Click on ‘View’ image button to view Delivery Challan Date Wise Report

Step6. Click on ‘Exit’ image button to closes Delivery Challan Date Wise Report Screen

Inventory Delivery Challan Date Wise Report Screen

12.5.3.2. Sales Bill

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Sales Bill module allows to creating ‘Sales Bill No Wise Report’ and ‘Sales Bill Date

Wise Report’.

To generate Sales Bill No Wise Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Sales Bill’ from ‘Sales Report’. The PurchaseBill windows form opens

Step2. Click on ‘Sales Bill No Wise Report’ tab

Step3. Enter mandatory field Sales Bill Number with valid ‘Sales Bill Number’

Step4. Click on ‘View’ image button to view Sales Bill No Wise Report

Step5. Click on ‘Exit’ image button to closes Sales Bill No Wise Report screen

Inventory Sales Bill No Wise Report Screen

To generate Sales Bill Date Wise Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Sales Bill’ from ‘Sales Report’. The Sales Billwindows form opens

Step2. Click on ‘Sales Bill Date Wise Report’ tab


Step4. Click on ‘View’ image button to view Sales Bill Date Wise Report

Step5. Click on ‘Exit’ image button to closes Sales Bill Date Wise Report screen

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Step4. Click on ‘View’ image button to view Sales Return Date Wise Report

Step5. Click on ‘Exit’ image button to closes Sales Return Date Wise Report screen

Inventory Sales Return Date Wise Report Screen

12.5.4. Stock Reports

Stock Reports windows form allows generating the following reports:

• Product Wise Stock

• Available Stock

• Stock Summary

Inventory Stock Reports Menu

12.5.4.1. Product Wise Stock

Product Wise Stock module allows to creating ‘Product Wise Stock Report’

To generateProduct Wise Stock

Report

the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Product Wise Stock’ from ‘Stock Report’. The

Product Wise Stock windows form opens

Step2. Enter mandatory field ‘Product No’ and press tab or mouse click on ‘ProductName’ filed. The Pop-Up Window shows all available products

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Step3. Select ‘Product’ from pop-up window that fills-in Product No, Product Name

Step4. Click on ‘View’ image button to view Product Wise Stock Report

Step5. Click on ‘Exit’ image button to closes Product Wise Stock Report form

Inventory Product Wise Stock Report Screen

12.5.4.2. Available Stock

Available Stock module allows to creating ‘Available Stock Report’

To generate Available Stock Report the followings steps should be performed:

Step 1. Go to ‘Reports’ menu and select ‘Available Stock’ from ‘Stock Report’. The

Available Stock Report generates

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Sample Inventory Available Stock Report

12.5.4.3. Stock Summary

Stock Summary module allows to creating ‘Stock Summary Report’

To generate Stock Summary Report the followings steps should be performed:

Step1. Go to ‘Reports’ menu and select ‘Stock Summary’ from ‘Stock Report’. The

Stock Summary Report generates

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Sample Inventory Stock Summary Report

12.6. Exit

Click on the ‘Exit’ menu closess the Inventory Screen.

condominium management system

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