Estimate Entry

Estimate Entry: In this feature, we can save the estimate for the products. Go to Sales, then Transactions and click on Estimate Entry. Following form will appear as shown in the below screenshot. Now input all information required such as Supplier Name, Truck Number, Validity, Product, Quantity, Discount etc. Now click on the save button. […]

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Physical Stock Entry

Physical Stock Entry: This feature is valuable in physical stock comparison and can be used at the time of the audit process.  Go to Sales, then click on Transactions and then click on Physical Stock Entry. Following page will appear as shown in the below screenshot. Now input the details such as Employee, Venue, Godown, […]

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Followup

Followup: Under this feature, any update against an invoice can be recorded in the system. In other words we can check what was the last update against the document in the system. Go to Sales, then Transactions and then click on Followup. Following page will open as shown in the below screenshot. Now click on […]

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Bulk Transaction Update

Bulk Transaction Update: In this feature, we offer bulk transaction updates for a particular customer. Go to Sales, then Transactions and click on Bulk Transaction Update. Following page will open as shown in the screenshot below. Under the customer, select the name and also select From Date, To Date and Transaction type i.e Sales Order […]

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Import SI

Import SI: Under this feature, you can import sales invoices via excel (csv) file. Just go to Sales then Transactions and click on Import SI. Following page will open with a predefined pattern to import Sales Invoices. Now copy the same pattern and create you own SI file with maximum row limit of 2000 rows. […]

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All in one Meeting Agenda

Members: Sir Irfan, Abdul Latif, Ahmer, Hammad, Khalid Subject: All in one Points to be discussed: In the very first meeting with Musab Bhai it was decided that we will liquidate the existing stock and right now we are only working on two out of 26 products on WhatsApp. Further stock should not be purchased […]

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Professional Development Workflow for ERP

Professional Development Workflow for ERP Development Environment This document outlines the development workflow for our project. Following these guidelines ensures efficient collaboration and code integrity. Project Location: Development Path: c:\anisiis\test.cartzlink.com\httpdocs Version Control (SVN): Individual files or folders can be committed using your CRM user ID and password. In case of credential issues, please report the […]

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BIKE REPAIR AND FUEL ADJUSTMENT POLICY

Purpose This policy aims to establish guidelines for repairs and fuel adjustments by the Company to ensure the safe and efficient operation of its bikes when used for Company purposes. This policy applies to all employees who use their bikes for business or personal purposes. Scope This policy covers the following aspects: 1.     Monthly maintenance […]

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Meeting with Fahad regarding Bloomo agenda 7/9/2024

Date: 09/07/2024 Subject: Discussion about Bloomo Online Sales Members: Sir Irfan, Khalid Ashraf, Abdul Latif, Fahad Ahmed Key Points to be discussed: – In what objectives you are running current campaign? – On what product you are running current campaigns? – Now the objective is Sales, What will be the Sales as per current budget? […]

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