Professional Documents
Culture Documents
2009
User’s Manual
Version 1.1.0
1
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) and
FHAPL accepts no responsibility for them or any consequences arising from the reader's
use 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 are
advised 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
1. Introduction...................................................................................................................4
2. System Requirements.....................................................................................................5
3. CMS 2009 over View.....................................................................................................5
4. Getting Started (Installation).........................................................................................7
5. Common Features..........................................................................................................7
6. Logging in CMS.............................................................................................................9
6.1. Valid user ID and Password.....................................................................................9
6.2. Invalid User ID.......................................................................................................10
6.3. Invalid Password....................................................................................................11
6.4. Changing password................................................................................................11
6.5. Logout CMS Software.............................................................................................12
7. Navigating CMS...........................................................................................................12
8. Admin...........................................................................................................................13
8.1. Master.....................................................................................................................14
8.1.1. User Creation..................................................................................................14
8.1.2. User Permission...............................................................................................15
8.2. Backup....................................................................................................................16
8.3. Exit..........................................................................................................................17
9. Condo...........................................................................................................................17
9.1. Master.....................................................................................................................18
9.1.1. Condo Details..................................................................................................18
9.1.2. Block Details....................................................................................................20
9.1.3. Unit Type Details.............................................................................................20
9.1.4. 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............................................................................................26
9.1.9. Service Details.................................................................................................27
9.1.10. Service Index Details.....................................................................................28
9.1.11. Interest Rate...................................................................................................29
9.2. Transaction.............................................................................................................31
9.2.1. Create Client A/c.............................................................................................31
9.2.2. Close Client A/c...............................................................................................33
9.2.3. 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........................................................................................33
9.3. Job...........................................................................................................................33
9.4. Generate Service Calculation.................................................................................33
9.5. Exit..........................................................................................................................33
10. HR (Human Resource).................................................................................................34
10.1. Master...................................................................................................................35
10.1.1. Master............................................................................................................36
10.1.2. Department Details........................................................................................37
10.1.3. Designation Details.......................................................................................37
10.1.4. Group Details................................................................................................38
10.1.5. Basic Details..................................................................................................39
10.1.6. Allowance Details..........................................................................................39
10.1.7. Allowance Parameter....................................................................................40
10.1.8. Allowance Formula.......................................................................................41
10.1.9. Deduction Details..........................................................................................42
10.1.10. Deduction Parameter...................................................................................42
10.1.11. Deduction Formula......................................................................................43
10.1.12. Staff Details.................................................................................................44
10.1.13. Leave Details...............................................................................................46
10.1.14. Leave Group Condition...............................................................................47
10.1.15. Leave Condition...........................................................................................47
10.1.16. Holiday Details............................................................................................48
10.2. Salary....................................................................................................................49
10.2.1. Leave Application..........................................................................................50
10.2.2. Leave Authorization.......................................................................................51
10.2.3. Leave Sanction Status....................................................................................52
10.2.4. Attendance Details.........................................................................................52
10.2.5. Pay Slip Details.............................................................................................53
10.2.6. Salary Slip......................................................................................................54
10.2.7. Attendance Report.........................................................................................55
10.3. 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...................................................................................................................61
11.2.1. Voucher Entry................................................................................................62
11.2.2. Posting Ledger...............................................................................................63
11.2.3. Ledger Reports...............................................................................................64
11.3. Reports..................................................................................................................65
11.3.1. Sub Head Details...........................................................................................66
11.3.2. Chart of Accounts..........................................................................................67
11.3.3. Day Book.......................................................................................................68
11.3.4. Balance Sheet.................................................................................................69
11.3.5 .Profit and Loss...............................................................................................69
11.4. Mapping................................................................................................................70
11.4.1. Balance Sheet Mapping.................................................................................70
11.4.2. Profit and Loss Mapping...............................................................................71
11.5. Exit........................................................................................................................72
12. Inventory......................................................................................................................72
12.1. Master...................................................................................................................73
12.1.1. Tax Details.....................................................................................................73
12.1.2. Product Details..............................................................................................74
12.1.3. Payment Duration Details.............................................................................75
12.1.4. Service Man Details.......................................................................................76
12.1.5. Supplier Details.............................................................................................77
12.1.6. Customer Details...........................................................................................78
12.1.7. Pending Details.............................................................................................79
12.2. Purchase...............................................................................................................80
12.2.1. Purchase Order.............................................................................................81
12.2.2. Goods Received.............................................................................................83
12.2.3. Purchase Bill..................................................................................................85
12.2.4. Purchase Return.............................................................................................89
12.3. Sales......................................................................................................................90
12.3.1. Delivery Challan............................................................................................91
12.3.2. Sales Bill........................................................................................................92
12.3.3. Sales Return...................................................................................................96
12.4. Service...................................................................................................................97
12.5. Reports..................................................................................................................98
12.5.1. Price List........................................................................................................99
12.5.2. Purchase Reports.........................................................................................101
12.5.3. Sales Reports...............................................................................................106
12.5.4. Stock Reports...............................................................................................110
12.6. Exit......................................................................................................................113
1. Introduction
Congratulations on purchasing Condominium Management Systems (CMS) 2009.
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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 & Happy
Management
2. System Requirements
Your 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:
Important Features
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Key Features
It Keeps track of rent arrears so you can get on top of the problem before it gets
out 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.
Admin
Condo
HR (Human Resource)
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Accounts
Inventory
Once you have installed CMS onto your computer, double click CMS icon to start
software.
Please note that every main section has multiple modules that can be accessed by clicking
on the corresponding name.
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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
3. Print Button
4. Add Button
5. Exit Button
6. Select Icon
7. Delete Icon
8. Exit Menu
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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.
Step1. Click on the CMS software icon on the desktop. The User Login screen will
display.
Step3. Tab into the ‘Password’ field or click into it using the mouse.
Step5. Press <Enter> on the keyboard or click on the ‘Log in’ Button
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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CMS Main page
Invalid User ID
Screen
6.3. Invalid
Password
The following error
message will be
displayed in pop-up
window if an
invalid Password is
entered.
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Invalid Password Screen
Step1. Click on the ‘Change Password’ Link in the Login screen. ‘Change Password’
windows form opens.
Step3. Tab into the ‘New Password’ field or click into it using the mouse.
Step5. Tab into the ‘Confirm Password’ field or click into it using the mouse.
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Change Password Screen
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.
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 and
accurate 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 used
to record all details of sales and purchase of the product and tracks all the
expenses or income of the Company.
8. 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.
! 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.
Admin Screen
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Admin form includes the following Menu(s):
Master
Backup
Exit
8.1. Master
Click on ‘Master’ menu opens the following windows forms.
User Creation
User Permission
Step1. Go to ‘Master’ menu and select ‘User Creation’. User Creation windows form will
be displayed
Step2. Select the ‘User Name’ from ‘Current Users’ or Enter ‘User Name’
Step5. Select the data to be deleted and Click on ‘Delete’ image button. Selected data will
be removed.
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User Creation Screen
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.
Step4. Check and Uncheck boxes or ‘select all’ box to select module from ‘forms’
window to set user permission level.
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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. Condo
Condo section maintains condominiums details, client details, client allocation, client
payment details, service details, and assign employee to job.
Condo Screen
Master
Transaction
Job
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Exit
9.1. Master
Click on ‘Master’ menu opens the following windows forms.
Condo Details
Block Details
Unit Type Details
Unit Details
Client Types
Payment Mode
Payment Settings
Payment Duration
Service Details
Service Index Details
Interest Rate
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Step1. Go to ‘Master’ menu and select ‘Condo Details’. Condo details windows form will
be displayed
Step2. Enter mandatory fields ‘Condo Name’, ‘Address’, ‘City’, ‘State’, ‘Country’, ‘Pin
code’, ‘Phone No.’, ‘Fax No.’, ‘E-mail Id’, ‘Web Site’, ‘Details’ and ‘Photo’.
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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.
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’.
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 windows
form will be displayed
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Step2. Enter mandatory fields ‘Unit Type Name’ and ‘Details’.
Step1. Go to ‘Master’ menu and select ‘Unit Details’. Unit details windows form will be
displayed
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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.
Step5. Select Unit Type Name from combo box. The CMS software fills-in available
Unit type Name.
Step6. Select Accounts Sub Head from combo box. The CMS software fills-in available
Accounts Sub Head.
Step12. Click on ‘View’ image button to view the existing records. Then One-sub screen
to 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.
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Condo Unit Details Screen
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Step1. Go to ‘Master’ menu and select ‘Client Type’. Client Type windows form will be
displayed
Step1. Go to ‘Master’ menu and select ‘Payment Mode’. Payment Mode windows form
will be displayed
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Step5. Click on select icon to select data.
Step1. Go to ‘Master’ menu and select ‘Payment Setting’. Payment Settings windows
form will be displayed
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
Step1. Go to ‘Master’ menu and select ‘Payment Duration’. Payment Duration windows
form 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.
Step1. Go to ‘Master’ menu and select ‘Service Details’. Service Details windows form
will 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.
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
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
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.
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.
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Step8. Press ‘Esc’ key to clear.
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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
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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 available
block names.
Step2. Click on the select icon redirects to the new Client assign screen.
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Condo Create Client A/c Screen
9.3. Job
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.
Master
Salary
Exit
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HR Menu Bar
10.1. Master
Click on ‘Master’ menu opens the following windows forms.
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 placed
in the ‘Blood Group Details’ field for quick data entry.
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.
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HR Master Screen
To Create new Department Details Record the followings steps should be performed,
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
To Create new Designation Details Record the followings steps should be performed,
Step1. Enter mandatory fields Designation Name, Designation Code and Approximate
One day Salary.
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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Step5. Click on delete icon to remove the selected record.
To Create new Group Details Record the followings steps should be performed,
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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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.
Step3. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
To Create new Allowance Details Record the followings steps should be performed,
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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Step5. Click on delete icon to remove the selected record.
To Create new Allowance Parameter 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. 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.
Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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HR Allowance Parameter Screen
To Create new Allowance Formula 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. 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.
Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
Step5. 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.
Step6. Click on any one ‘Percentage’ or ‘Value’ radio button, enter corresponding data
and Click on ‘Add’ image button to add the record.
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HR Allowance Formula Screen
To Create new Deduction Details Record the followings steps should be performed,
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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To Create new Deduction Parameter 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. 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.
Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
To Create new Deduction Formula 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. 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.
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Step3. Enter mandatory field ‘Basic Percentage’.
Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
Step5. 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.
Step6. Click on any one ‘Percentage’ or ‘Value’ radio button, enter corresponding data
and Click on ‘Add’ image button to add the record.
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.
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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 Blood
Group names.
Step11. Select Accounts Sub Head from combo box. The CMS software fills-in available
Accounts Sub Head names.
Step12. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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HR Staff Details Screen
To Create new Leave Details Record the followings steps should be performed,
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
46
HR Leave Details Screen
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.
Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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’.
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
Step2. Select ‘From Date’ and ‘To Date’ from calendar which fills- in Total and Working
days fields.
Step3. Click on check boxes for common leave days of week and press ‘OK’ button
which fills-in Leave days field.
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Step4. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
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.
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
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.
Step3. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
50
HR Leave Application Screen
Step2. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
51
HR Leave Authorization Screen
Step3. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
52
HR Attendance Details Screen
To Create new Pay Slip Details the followings steps should be performed,
Step2. Click on Pay Slip check box and Click on ‘View’ image button to see pay slip.
53
HR Sample Pay Slip
To Create new Pay Slip Details the followings steps should be performed,
54
10.2.7. Attendance Report
‘Attendance Report’ windows form displays condo staff Attendance Report.
Step1. Select Department form combo box. The CMS software fills-in available data.
Step3. Click on ‘Save’ image button to save record. Then, message box will be opened
with message ‘Record Saved’.
10.3. Exit
Click on ‘Exit” menu closess the HR (Human Resources) Screen.
11. Accounts
Accounts Department manages business accounting records in easiest and
accurate 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.
55
Accounts Management Form
Master
Ledger
Mapping
Reports
Exit
56
11.1. Master
‘Master’ menu allows following windows form navigations
Account Sub Head
Ledger Details
Account Details
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
Step3. Select ‘Sub Head Of’ from combo box. The CMS software fills-in available sub
head of.
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
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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
Step3. Select ‘Sub Head Of’ from combo box. The CMS Software fills-in available sub
head of.
Step9. Select Ledger Details to remove and click on ‘Delete’ icon to delete
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Accounts Ledger Details Screen
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.
Step1. Go to ‘Ledger’ menu and select ‘Voucher Entry’. The Voucher Entry windows
form opens.
Step2. Select ‘Date’ from combo box. The CMS Software fills-in current date.
Amount Received
Step2.1. Select ‘Account Name’ from combo box. The CMS Software fills-in available
Account Names. Then one box is opened with credit, debit and Balance details for
selected Account Name.
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.
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Step2.3. Click on ‘Save’ image button to save.
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
Step1. Go to ‘Master’ menu and select ‘Ledger Reports’. The Ledger Reports windows
form opens
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Accounts Ledger View Screen
11.3. Reports
‘Reports’ menu allows following windows form navigations
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Accounts Reports Menu
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 Details
window form opens
Step2. Select ‘Sub Head Name’ from combo box. The CMS Software fills-in available
Sub Head Names
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Sample Sub Head Details Report
Step1. Go to ‘Reports’ menu and select ‘Chart of Accounts’. The Chart of Accounts
window form opens
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Accounts Chart of Accounts Screen
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
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Accounts Day Book Screen
Step1. Go to Go to ‘Reports’ menu and select ‘Balance Sheet’. The Balance Sheet
window form opens
Step2. Select ‘Date’ from combo box. The CMS Software fills-in current date
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
Step2. Select ‘Date’ from combo box. The CMS Software fills-in current date
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Accounts Profit and Loss Screen
11.4. Mapping
‘Mapping’ menu allows following windows form navigations
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
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
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 CMSSoftware
fills-in available details
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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11.5. Exit
Click on the ‘Exit’ menu closess the Accounts Screen.
12. 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 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 form
opens and allows navigating menu bar on top of Windows form.
Inventory Screen
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Master
Purchase
Sales
Service
Reports
Exit
12.1. Master
‘Master’ menu allows following windows form navigations
Tax Details
Product Details
Payment Duration Details
Service Man Details
Supplier Details
Customer Details
Pending Details
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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 data
entry.
Step1. Go to ‘Master’ menu and select ‘Tax Details’. Tax Details windows form will be
displayed
Step3. Select ‘Accounts Sub Head’ form combo box. . The CMS Software fills-in
available Accounts sub heads
Step5. Select Tax Details to modify and change the details and Click on ‘Save’ image
button to update
Step7. Click on ‘Exit’ image button to closes the Tax details form
Step9. Select Tax Details to remove and click on ‘Delete’ icon to delete
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To create new Product Details the followings steps should be performed:
Step1. Go to ‘Master’ menu and select ‘Product Details’. The Product Details windows
form will be displayed
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’ image
button to update
Step7. Click on ‘Exit’ image button to closes the Product details form
Step9. Select Product Details to remove and click on ‘Delete’ icon to delete
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
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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
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
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
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
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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
Step1. Go to ‘Master’ menu and select ‘Supplier Details’. The Supplier details windows
form will be displayed
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
Step9. Select Supplier Details to remove and click on ‘Delete’ icon to delete
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Inventory Supplier Details Screen
Step1. Go to ‘Master’ menu and select ‘Customer Details’. Customer Details windows
form will be displayed
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 available
accounts 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
Step9. Select Customer Details to remove and click on ‘Delete’ icon to delete
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Inventory Customer Details Screen
Step1.Go to ‘Master’ menu and select ‘Pending Details’. Pending details windows form
will be displayed with all available stock details
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Inventory Pending Details Windows Screen
12.2. Purchase
‘Master’ menu allows following windows form navigations
Purchase Order
Goods Received
Purchase Bill
Purchase Return
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12.2.1. Purchase Order
Purchase Order windows form manages purchase orders, which can be direct or
automated.
Step1. Go to ‘Purchase’ menu and select ‘Purchase Order’. Purchase Order windows
form will be displayed
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
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
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
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Sample Purchase Order Details Report
Step 1.Go to ‘Purchase’ menu and select ‘Goods Received’. Goods Received windows
form will be displayed
Step 2.Click on radio button either Direct (or) Purchase Order. By default CMS
Software clicked on ‘Direct’ radio button
Radio Buttons
Direct Radio Button
Manually 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
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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 2.7.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 2.11.Select Goods Received Details to remove and click on ‘Delete’ icon to delete
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
Step2.3. 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
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Inventory Goods Received Screen
Step1. Go to ‘Purchase’ menu and select ‘Purchase Bill’. Purchase Bill windows form
will 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
Step2.1. Select ‘Dealer Name’ from combo box, which fills-in ‘Address’. The CMS
software fills-in available Dealer Names
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
Name’ filed. The Pop-Up Window shows all available products
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 filed
which fills-in ‘Amount’
Step2.8. Click on ‘Add’ image button, which fills-in ‘Total Amount’, ‘Tax Amount’, and
‘Net Amount’ and Enter mandatory field ‘Transport Charges’
Step2.9. Click on ‘Save’ image button to save which prompt user to take print out. Click
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
Step2.13. Select Purchase Bill Details to remove and click on ‘Delete’ icon to delete
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Inventory Purchase Bill Screen (Direct Order)
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
Step2.4. Select ‘Payment Duration’ from combo box. The CMS software fills-in available
Payment Durations
Step2.5. Enter mandatory fields ‘Received Quantity’ and ‘Price’ and press tab or mouse
click 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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Step2.7. Click on ‘Save’ image button to save which prompt user to take print out. Click
on ‘Yes’ button to view Purchase Bill Details report
Step2.8. To modify Purchase Bill details click on ‘Edit’ image button and Enter valid
‘Purchase Bill No’ click on ‘Save’ image button to update
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
Step2.3. 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’
Step2.6. Click on ‘Save’ image button to save which prompt user to take print out. Click
on ‘Yes’ button to view Purchase Bill Details report
Step2.7. To modify Purchase Bill details click on ‘Edit’ image button and Enter valid
‘Purchase Bill No’ click on ‘Save’ image button to update
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Step1. Go to ‘Purchase’ menu and select ‘Purchase Return’. Purchase Return windows
form will be displayed
Step2. Select ‘Purchase Return Date’ from combo box. The CMS software fills-in
available current date
12.3. Sales
‘Sales’ menu allows following windows form navigations
Delivery Challan
Sales Bill
Sales Return
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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 details
windows form will be displayed
Step2. Select ‘Customer Name’ from combo box. The CMS software fills-in available
Customer 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
Name’ filed. The Pop-Up Window shows all available products
Step5. Select ‘Product’ from pop-up window that fills-in Product No, Product Name,
Price and Tax Type
Note: The user enters more than available ‘Quantity’, then billing and accounts
software pop-ups available Quantity in company.
Message Box
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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
Step12. Select Delivery Challan Details to remove and click on ‘Delete’ icon to delete
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 will
be displayed
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Radio Buttons
Step2.1. Select ‘Sales Bill Date’, ‘Delivery Date’ and ‘Payment Duration’ from combo
box. 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 ‘Product
Name’ 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 ‘Total
Amount’, ‘Tax Amount’ and ‘Net Amount’
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 ‘Net
Amount’
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Step2.9. Enter mandatory field ‘Discount Amount’ and press tab or mouse click on
'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’
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
Step2.15. Select Sales Bill Details to remove and click on ‘Delete’ icon to delete
DC No Radio Button
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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
Name’ filed. The Pop-Up Window shows all available products
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’
! The user enters more than available ‘Quantity’, then billing and accounts software
pop-ups available Quantity in company.
Message Box
Step2.7. Click on ‘Add’ image button to add Sales Bill details which fills-in fields ‘Total
Amount’, ‘Tax Amount’ and ‘Net Amount’
Step2.9. Enter mandatory field ‘Discount Amount’ and press tab or mouse click on
'Delivery Charge’ filed which fills-in altered ‘Total Amount’, ‘Tax Amount’ and ‘Net
Amount’
Step2.10. Enter mandatory field ‘Discount Amount’ and press tab or mouse click on
'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
Step2.16. Select Sales Bill Details to remove and click on ‘Delete’ icon to delete
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’
12.4. Service
‘Service’ menu allows to take Service Man Report.
To create new Service Man Report the followings steps should be performed:
Step1. Go to ‘Services’ menu and select ‘Service Man Report’. Service Man Report
details 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
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
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
Step1. Go to ‘Reports’ menu and select ‘Summary’ from ‘Price List’. The CMS
Software generates Summary report
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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
Name’ filed. The Pop-Up Window shows all available products
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
Purchase Order
Goods Received
Purchase Bill
Purchase Return
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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
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
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 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
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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’. The
Purchase Order windows form opens
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
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’. The
Goods Received windows form opens
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current date
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
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
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
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
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current 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
Step1. Go to ‘Reports’ menu and select ‘Purchase Return’ from ‘Purchase Report’. The
Purchase Return windows form opens
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
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
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current date
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
Delivery Challan
Sales Bill
Sales Return
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Step1. Go to ‘Reports’ menu and select ‘Delivery Challan’ from ‘Sales Report’. The
Sales Order windows form opens
Step3. Enter mandatory field Goods Received Number with valid ‘Goods Received
Number’
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
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
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current date
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
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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 Purchase
Bill windows form opens
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
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 Bill
windows form opens
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current date
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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Inventory Sales Bill Date Wise Report Screen
To generate Sales Return No Wise Report the followings steps should be performed:
Step1. Go to ‘Reports’ menu and select ‘Sales Return’ from ‘Sales Report’. The Sales
Return windows form opens
Step3. Enter mandatory field Sales Return Number with valid ‘Sales Return Number’
Step4. Click on ‘View’ image button to view Sales Return No Wise Report
Step5. Click on ‘Exit’ image button to closes Sales Return No Wise Report screen
To generate Sales Return Date Wise Report the followings steps should be performed:
Step1. Go to ‘Reports’ menu and select ‘Sales Return’ from ‘Sales Report’. The Sales
Return windows form opens
Step3. Select ‘From Date’ and ‘To Date’ from combo box. The CMS software fills-in the
current date
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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
To generate Product 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 ‘Product
Name’ 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
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
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.
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