Project documentation

1. Basic introduction

1.0 Project Introduction

The project is based on B/S structure, involving purchase, sale and storage, financial module, document printing and various statements.

1.1 Application scenarios

Production and processing of down, feather products manufacturers.

1.2 Technical exchange

QQ group: 1129427935 students who are interested in ERP can come to discuss together, I will update the latest demo in the group for everyone’s reference

2. Procurement management

Supplier File -> Purchase Orders -> Purchase Storage

2.0 Purchase and Ordering

Purchase order is to make a purchase reservation, not the actual warehousing

All orders can be edited by double-clicking on the line.

Purchase quantities must be greater than 0 when purchasing orders are reviewed.

After modifying the order details, mouse out of focus to complete the modification.

2.1 Purchase and warehousing

Purchase warehousing is the warehousing operation of the order

Select the purchase order that has been reviewed.

The production purchase inventory will automatically produce the batch number of the month/year and day, and the inventory details can be adjusted at the same time.

3. Inventory management

3.0 Product Inventory

Product inventory is the name of the product, type, attribute, content, inspection standards are exactly the same as for a product.

3.1 Batch Inventory

The product inventory expansion shows the batch inventory. The batch inventory refers to products with the same product name, type, attribute, content and inspection standard, but there are multiple batches in storage, such as 2021-05-21 warehousing one batch and 2021-05-22 warehousing one batch, then this product has two batch numbers.

In addition to the product inventory expansion to see the batch inventory, we also have a special batch inventory report.

3.2 Product inspection

The purchased products are now in storage, but the content of the wool filled in at that time may not be accurate. At this time, I will sample the products in the warehouse for inspection, check the actual content of the wool, and fill in the inspection standard.

3.3 Warehouse location

A warehouse location will be selected when the purchase is put into storage. When you check the inventory, you can know where the corresponding goods are placed.

3.4 Inventory transactions

Record each incoming/outgoing of warehouse goods.

3.5 Initial account establishment

When the software is used for the first time, there is inventory in the warehouse, which can be entered in at the beginning of the period.

4. Sales management

Customer file -> customer demand list -> customer shipment list

4.0 The customer asks for the invoice

Enterprise customers need a batch of goods, this time sales can do a customer to list.

4.1 Customer’s shipping list

The warehouse manager selects and approves the bill of goods for delivery.

Click on the batch details and select the outgoing batch.

Outbound products must be in stock, otherwise not choose the corresponding inventory out of storage.

Enter the quantity of the corresponding lot to be exported.

Clearance can be completed.

5. Production and processing

Production task -> material application -> production and warehousing

5.0 Production process

Add production process

5.1 Production tasks

Add tasks that require production processing

Apply for materials for production tasks

Review the material requisition for production

Only when all material requisition forms under the production task have been reviewed, production storage can be carried out. When all the material requisition for the production task is reviewed, the status of the production task will change to the received material.

Review the production warehouse entry list and finish the production warehouse entry. Cost price of production warehousing = total cost price of material application % quantity of production warehousing.

6. Inventory management

Inventory is a regular or temporary inventory of the actual quantity of goods inventory, inventory of a kind of operation.

6.0 Inventory task

After the inventory task is established, the inventory task will be automatically changed into inventory when the inventory time range is entered.

When the state is the task in inventory, we are not able to conduct any order review.

6.1 Inventory documents

Select the data to be counted

Input the quantity of the firm offer, check the documents and complete the inventory.

Inventory data whose status is not completed can be deleted

7. Financial management

7.0 the accounting period

A natural month begins on the first of each month and ends at the end of each month.

At the same time, you can also customize the settlement date. I defined the settlement date as the 28th.

The accounting periods generated are as follows:

7.1 monthly statement

You can only monthly statement the month before that (e.g. June 2021, only May 2021, April 2021, March 2021…). So let’s do monthly statement.

7.2 bills

After monthly statement, the cost bill is generated. Monthly statement does not generate charges repeatedly, each (customer/supplier) generates only one charge per month.


Select the audited bill for settlement. An expense bill can be settled more than once.

When the amount paid + the discount is greater than or equal to the order amount, the bill has been paid off.

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