Enterprise Resource Planning (ERP)-Basic

Section outline

• Select section Welcome

  Welcome

  Go to section Welcome
• Select section Module 1: Intro to Accounting

  Module 1: Intro to Accounting

  Go to section Module 1: Intro to Accounting

  Activities: 0
• Select section Module 2: Cash & Bank Management

  Module 2: Cash & Bank Management

  Go to section Module 2: Cash & Bank Management

  Cash Module 

  • Records all cash transactions (cash sales, expenses, receipts)
  • Maintains an automatic cash book
  • Tracks daily cash inflow and outflow
  • Shows real-time cash balance

  How it works:
  When a cash transaction is entered (like expense or cash sale), the system automatically records it in the cash account and updates the balance instantly.

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  Bank Module 

  • Manages all bank transactions
  • Supports multiple bank accounts
  • Handles deposits, withdrawals, transfers, cheques
  • Provides bank reconciliation

  How it works:
  When a bank transaction is entered, the system records it and updates the bank balance. Later, you can match it with the bank statement for accuracy.

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  Simple Flow

  Enter Transaction → System Records → Balance Updates → Reports Generate

  
  
  

  Activities: 1
• Select section Module 3: Sales Management

  Module 3: Sales Management

  Go to section Module 3: Sales Management

  Sales Module – Process Flow (Step by Step)

  1. Customers
     Add and manage customer details (name, contact, balance, history).
  2. Orders
     Create customer orders for requested products/services before billing.
  3. Invoices
     Generate sales invoices based on orders or direct sales.
  4. Receipts
     Record payments received from customers (cash, bank, etc.).
  5. Post Dated Cheque Received
     Record cheques with future dates and track their status until cleared.
  6. Sales All
     View complete sales records and transaction history in one place.

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  ✅ Simple Flow:
  Customer → Order → Invoice → Payment → PDC → Sales Record

  
  
  

  Activities: 7
• Select section Module 4: Purchase Management

  Module 4: Purchase Management

  Go to section Module 4: Purchase Management

  Purchase Module Features

  This module manages all purchase-related activities including buying goods, supplier management, and payments. It helps track expenses, outstanding dues, and purchase history.

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  Purchases Module – Process Flow 

  1. Suppliers
     Add and manage supplier/vendor details (contact, balance, history).
  2. PO (Purchase Order)
     Create purchase orders for required goods before actual purchase.
  3. Bills
     Record purchase invoices received from suppliers.
  4. Payments
     Record payments made to suppliers (cash, bank, etc.).
  5. Post Dated Cheque Issued
     Record issued cheques with future dates and track clearance.
  6. Purchases All
     View all purchase transactions and complete history in one place.

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  ✅ Simple Flow:
  Supplier → PO → Bill → Payment → PDC → Purchase Record

  
  

  Activities: 6
• Select section Module 5: Inventory Basics

  Module 5: Inventory Basics

  Go to section Module 5: Inventory Basics

  Inventory Module 

  This module manages stock/items of the business. It helps track product quantity, stock movement, and adjustments to ensure accurate inventory control.

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  Inventory Module – Process Flow 

  1. Products
     Add and manage product details (name, price, quantity, category).
  2. Stock Adjustment
     Update stock manually for corrections (damage, loss, extra stock, etc.).

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  ✅ Simple Flow:
  Add Products → Update Stock → Monitor Inventory

  
  
  

  Activities: 2
• Select section Module 6: Basic Reports

  Module 6: Basic Reports

  Go to section Module 6: Basic Reports

  Activities: 0