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--- erp-manual:start [2023/12/05 14:00]
Kalpesh Popat
+++ erp-manual:start [2025/11/08 11:49] (current)
Kalpesh Popat
@@ Line 1: / Line 1: @@
-======Welcome to the SARAS erp User Manual======
+======Welcome to the SarasX User Manual======
-Choose the topic relevant to your responsibilities and get trained to use SARAS erp in that area.
+If you want to see video tutorials, then click here [[https://sarasx.in/000004 | Tutorial Videos]]
-The video tutorials are excellent way to train on SARAS erp. Access [[https://sarasennovationsadmin.sharepoint.com/:f:/s/TrainingMaterial/EsUfh5ZQQNlIqMHyec-PrVEBoaajDK2v_8kBrnwz2cKPsw?e=YDxWVD
-|Tutorial Videos]] here.
+Choose the topic relevant to your responsibilities and get trained to use SARAS erp in that area.
-^ System                      ^ Purpose                                                                        ^
-| [[erp-manual:cloud:sales| Sales System]] | Topics covered in this section are related to sales, dispatch, invoice, collection and customer management. |
-| [[erp-manual:cloud:production| Production System]] | Topics covered in this section are related to job order, service order, design file, raw material and QC operation. |
-| [[erp-manual:cloud:warehouse| Warehouse System]] | Topics covered in this section are related to stock transfer, issue, return, adjust or discard the inventory. |
+^ System                      ^ Purpose                                                                        ^
+| [[erp-manual:cloud:purchase| Purchase System]] | Topics covered in this section are related to **purchase request**, **purchase order**, **receive item**, **supplier invoice**, **supplier payment** and **QC**. |
-| [[erp-manual:cloud:item| Item System (Material, Finished Goods, Consumables)]] | Topics related to finished goods, raw material, consumable, technology item are covered in this section. |
+| [[erp-manual:cloud:sales| Sales System]] | Topics covered in this section are related to **sales**, **dispatch**, **invoice**, **collection** and **customer** management. |
-| [[erp-manual:cloud:sales:pay|Collection]]                  | System provides a rapid 1 click collection from Sales screen for normal scenario.\\ \\ This specialised screen is to search for past Collection, and also to handle more complex scenarios like: A) Customer is paying for multiple sales order together. B) Sales is in different currency, but collection is in another currency.  C) There are multiple open sales order and user want to clear payment of sales order in a given sequence.|
+| [[erp-manual:cloud:warehouse| Warehouse (Stock) System]] | Topics covered in this section are related to stock **transfer**, **issue**, **return**, **adjust** or **discard** the inventory. |
-| [[erp-manual:cloud:sales:dispatch|Dispatch]]                    | System provides a rapid 1 click delivery from Sales screen for normal scenario.\\ \\  This specialised screen is to search for past dispatches, and also to handle more complex scenarios like: A) Send only some item from Sales order, send other items later. B) Join multiple sales order into a single dispatch.                            |
+| [[erp-manual:cloud:production| Production (Manufacturing) System]] | Topics covered in this section are related to **job order**, **service order**, **design file**, **raw material** and **QC** operation. |
-| Invoicing                   | System provides a rapid 1 click invoicing from Sales screen for 2 scenarios:\\ A) Deposit Invoice B) Single Itemised Invoice against a single sales order.\\ \\ This specialised screen is to search past invoices, and also to handle more complex scenarios like:\\ A) Split single sales order into multiple invoices.\\ B) Join multiple sales order into a single invoices.\\ C) Mix and multiple sales order into multiple invoices (eg: 2 items from order A and 1 item from order B into first Invoice and 3 items from order A and 2 item from order B into second Invoice        |
+| [[erp-manual:cloud:quality-control| Quality Control System]] | Topics covered in this section are related to **Quality control** for finished goods output from production and material received from suppliler. |
-| [[erp-manual:cloud:customer:customer|Customer Management]]         | System provides direct facility to add new customer from Sales order screen.\\ \\ This specialised screen is to have more granular control over data captured for Customers. From this screen:\\ A) View complete sales history and outstanding for the customer.\\ B) Add contacts and addresses in addition to the default ones.\\ C) Tax related information, personal information like anniversary dates, nationality, gender, customer image.\\ D)Export data to excel                                                                          |
+| [[erp-manual:cloud:item| Item System: Raw Material, Finished Goods, Consumable]] | Topics covered in this section are related to **QR Code**, **finished goods**, **raw material**, **consumable**, **technology item**. |
+| [[erp-manual:cloud:relation| Relation System: Customer / Supplier]] | Topics covered in this section are related to **customer**, **supplier** and **internal staff** management. |
+| [[erp-manual:cloud:report-server| Reporting System]] | Topics related to **report**, and **importing** data from excel are covered here |
+| [[erp-manual:cloud:settings| System Settings]] | Topics related to configuring the system: **taxes**, **currency**, **approval workflow**, **notification alarm**, **location**, **user** and **permission** |

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