1 Rate Contract Quotations

2 Manufacturing module

3 Spare part booked' Pop-up.(If SO booked but PI not made) Pending-->discuss with iqbal sir

4 Stock Below Min level Pop-up

5 User friendly Pop-up's

6 Data Vanished while modifying general master

7 Agewise stock analysis

8 GRR approval (Geomatt)

9 scrap inventory-->discuss with mangesh sir

10 RMA invoice Report:

11 Infold auto call:

12 Company Master

13 Optional holiday:

14 Machine Master

15 Tax structure-discuss with mangesh sir

16 PPE issue slip print with customer name (same as DC print)

17 Point of sales

18 Job Card

19 Purchase requisition--> discuss with iqbal sir

20 Aging analysis (payment)

21 Inventory audit form

22 Price Request form

23 Authority menu Separation

24 Authorities group

25 Pick Slip Approval

26 Sort Option in all reports (tables)

 ISSUES

101

102

103 Rate Contract Quotation

104 FSR attachment in quotation mail is not proper

105 Put Away List

106 GRR Report

107 Part Analysis -- > Regular stock

108 Job work quotation

109 PO

110 Agewise stock report

111 FSR edit

112 PR finalisation
5. Separate authority for Adding RC in Genaral master. Pending
6. Separate PR for approval: Should be in a separate list of ‘pending for RC PR approval’. Which should show the discount give

Now able to enter new kit entries. But, auto fill is not working. Also allowed to add kit details for part numbers which are not c

The pop-up required as follows.

1. Cash Invoice: “create value button”
2. DC Requisition: “Save button”
3. DC Requisition Approval: “Approve button”
4. Delivery challan: “Raise Button”
Pop-up: “This part is already booked for “[Sales Order number1], [sales order number2]. Please check
requirement before proceeding.” [OK] [Back]

Wrong count is showing

Please add 'forecasted inventory' column in Stock Below Min level pop-up table And also on PR report table , Stock view & sto
Forecasted Inventory = Stock On Hand (FTW Stock) + Pending PO Qty – Pending customer Order Qty
Only following columns required: Part number, Part Name, Group, SubGroup, Available Stock in store (branchwise), Forecaset
Raise PR option: check box option to select part numbers from the 'stock below min level pop-up'. On click 'raise PR' button, P

Customized pop-up list given. Please upload. Also provide error message list of other pages lao.

Please use the same format of Supplier master. Please ratain the already added features like RC.

Full parts not showing

Please remove MTN, Transfer DC & RMA details. Required only GRN from actual suppliers

After doing scrap RMA material should go to scrap stock of respective branch. From which we should be able to make scrap m

Need dashboard pop-up for RMA aginst invoice. show count for 15 days.

Required drop down list for communication. Same as of lead communication page

To upload important company documents & it's expiry date. Required pop-up before 2 weeks of it's expiry.

In holiday master add number of days (for optional holiday) for an year. In leave requisition page required 'optional holiday' as
Show 'Optional holiday' balance at the bottom
Master to add holidays for an year. No carry forwarding

Option to enter MKP list against each machine. If quotation made with part numbers of this MKP list, it will not require any ap
(Comes for approval only if any part number outside this MKP list added in the quotation)

If Buy back value selected, required pending for 'Buy back material scrap RMA pop-up'. On click it will show text box to enter r
In Geomatt PPE Issue slip should be same as DC print. The customer name is 'reporting at' selected while PPE requisition

Some Parts FSN is not getting updated

If any part number is updated as 'Fast moving' initially & not appears in the 'Last 1 year data' of point of sales report, it is not g
To address this issue, Can we do the following ?
For all part numbers in partrate master (regardless whether it is in point of sales report or not) make the FSN as 'Non-moving'
For that we can give a button called 'reset to defaults'
The 'Update FSN' & 'Update min qty' buttons will be enables only after doing 'reset to defaults'
We can add a note on the screen saying 'To update FSN/Min Qty, please reset the values to default'

Merge all Job card buttons to single : "Job Card"

Multiple Inspection report required.
Inspection report 'Save' & 'Confirm' option. Go to next level after 'confirm' (separate authority for 'confirm' button.)
Using this option we can edit 'inspection report' multiple times (for adding/removing items or editing qty). Once confirmed, it

Option to upload sample images

In RFQ send mail attach the uploaded sample images . Required option to select from 'Part image'
(from part master)
and 'sample image' (from PR) while sending mail. And in mail body mention the 'size' from part
master.

Required same format of 'payment follow-up dash board'. The data should be based on the credit
period.

Format attached on next sheet

Format attached on next sheet

Authority super admin' & 'Authority admin'

Pre define authorities for each group. By adding a user to that group gives all authorities predefined in
that group (no need to give each authority separately). For eg: spares user, spares HOD, etc.

In part master add check box : Serial number required for invoice. If selected yes, while doing pick slip qty
On invoice print: At bottom , please add the serial numbers. the format will be as
follows.
PART NUMBER :- SERIAL NUMBER
Eg: MH123 :- Sr. No: SN123

Sort by (A-Z), Sort by numbers (small to large/large to small), Sort by date (Oldest first/newest first)
Where I can view the image uploaded in 'inspection report' ?

Please ensure locked ledgers are not available anywhere. Like GRN, PO, RFQ, Quotation, Sales order, cash invoice, lead, etc.

Restrict the rate contract quotation option (& it's pop-ups) apply only for 'Mumbai' & 'Nashik KION'
branches..? or else can we select applicable branches while entering the RC details.

If the attachment uploaded in Jpeg, it's not attached correctly in quotation mail

Some files are not displaying on putaway list. In this example, the image is visible in 'stock view' but not in this 'putway list prin

In GRR report showing two results for a part number

And it's FSN is also different on both lines. FSN should be branchwise.
Eg: Part number: MH12969
Please add 'min qty' of all branches. Now showing only of Mumbai branch
In stock list excel sheet (in part analysis --> Regular view), please remove the FSN column. As there is already branch wise FSN

Enable modify, but all field should be locked. No edit / add part option required. Only could be able to apply discount/rate.

PO: price should not be greater than purchase price (in partrate master)
While generating purchase order, the rate in PO should not be greater than the 'purchase price' in part rate master (even if an
In age wise stock report, the FSN is not branch wise

if we are choosing Lead required FSR is not getting attached & not showing in lead status page for Quote. The issue is while d

check box option to select multiple PR to single PO.

hich should show the discount given to customer. Pending

ls for part numbers which are not created yet

this part is already reserved for pick slip no. [1],[2] etc.

n PR report table , Stock view & stock analysis

ck in store (branchwise), Forecaseted inventory (Branchwise as per above formula), Minimum Qty, FSN, VED, Part Category
op-up'. On click 'raise PR' button, PR will be raised for the selected part numbers & PR qty is 'min qty'.

we should be able to make scrap material DC.

ks of it's expiry.

page required 'optional holiday' as a leave type.

MKP list, it will not require any approval.

click it will show text box to enter received buy back item details & another column shows the buy back value (fetched from invoice)
elected while PPE requisition

a' of point of sales report, it is not getting updated. i.e it remains as 'Fast moving'. Actually it is 'nonmoving' since there is no transactions in

not) make the FSN as 'Non-moving' & Min qty as '0'

ity for 'confirm' button.)

or editing qty). Once confirmed, it can't be modified & can perform next level operations - i.e requisition slip, quotation, material issue, et

yes, while doing pick slip qty updation, wil ask to enter serial number. Only after entering serial number, the pick slip
es order, cash invoice, lead, etc.

iew' but not in this 'putway list print'. May be some file extensions are exempted. Please check & solve

s there is already branch wise FSN columns at the end, this column is not required.

be able to apply discount/rate.

rice' in part rate master (even if anyone edited the rate in PO manually)

age for Quote. The issue is while doing FSR edit . Lead generates & FSR attached when doing new FSR entry. Please solve for FSR edit also
ched from invoice)
here is no transactions in last one year.

tation, material issue, etc.

number, the pick slip qty will be updated.

se solve for FSR edit also ( lead should be generated & FSR and to be attached to lead). Please lock generate lead option, if lead is already
lead option, if lead is already generated
PartyNamechallanno challandate InvoiceNo InvoiceDate Pono PonoSupp Poqty ChallanqtyAcceptqty
BHARAT GEARS
GEO2026EH00005
LT 6/10/2025 GEO2026EH00005
6/10/2025 GEO2026RMA00005
NULL 28 28 28
BHARAT GEARS
GEO2026EH00005
LT 6/10/2025 GEO2026EH00005
6/10/2025 GEO2026RMA00005
NULL 28 28 28
Inwardqty InwardQtyRejectionqReworkqtyPartNoTotaRate posted Count_no_curyear Inward_Da
28 NULL NULL NULL RC0001 NULL NULL 45 00:00.0 00:00.0
28 NULL NULL NULL RC0001 NULL NULL 45 2026 00:00.0
WarrantyMBasicRate CurrencytyCurrencyRaDiscount DiscountraPF Freight excisedutyaddexcised
NULL NULL NULL NULL NULL NULL NULL NULL 0 0
NULL NULL NULL NULL NULL NULL NULL NULL 0 0
cess SHcess ExDutyNewCessNewYeSHCessNewCapitalGooItemAddExExNotAvailSalesTax Octroi
0 0 NULL NULL NULL NULL NULL NULL NULL NULL
0 0 NULL NULL NULL NULL NULL NULL NULL NULL
ExciseLedgAddExciseLVatLeger netledger ExciseInc CessInc SHCessInc RoundOff GrandtotalValuationR
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

RMAHeader :RMANO- GEO2026RMA00005

RMANo InvoiceNo ESN InvoiceTyp
GEO2026RGEO2026EGEO-FLR-1Equipment

RMADetails
cntno serialno PartName PartNo
1 1 RENTAL CHRC0001
2 2 RENTAL CHRC0001
3 NULL
4 NULL CGST Amount
5 NULL SGST Amount
6 NULL Subtotal Amount
7 NULL Rounding Off
8 NULL Grand Total

Iteminward: GRRNo- GEO-2026-RG-000045

PartyNamechallanno challandat InvoiceNo
BHARAT GEARS
GEO2026EH00005
LT 00:00.0 GEO2026EH00005
BHARAT GEARS
GEO2026EH00005
LT 00:00.0 GEO2026EH00005
 Reason Grandtota PostedvouAmountTalDBNote PostedDB ExciseVal CessVal PostedExciBillDiscoun
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

6RMA00005
DocDate GPNo HandedBy WorkOrde QuotNo PONo PODate ApprovedBCreditDaysOrderReci
00:00.0 -- Mahek - NULL ao po New 00:00.0 Admin 30 00:00.0

Skim OrderQty DispatchQtRate Disc vatper TotalAmouLedgerCodSupplierN GRRQty

1 28 28 831 0 9 23268 N/A N/A 0
1 28 28 831 0 9 23268 N/A N/A 0
NULL NULL NULL NULL NULL NULL 46536 NULL NULL NULL
NULL NULL NULL 0 NULL NULL 4188.24 NULL NULL NULL
NULL NULL NULL 0 NULL NULL 4188.24 NULL NULL NULL
NULL NULL NULL NULL NULL NULL 54912.48 NULL NULL NULL
NULL NULL NULL NULL NULL NULL 0.48 NULL NULL NULL
NULL NULL NULL NULL NULL NULL 54912 NULL NULL NULL

6-RG-000045
InvoiceDatPono PonoSupp Poqty ChallanqtyAcceptqty Inwardqty InwardQtyRejectionqReworkqty
00:00.0 GEO2026RMA00005
NULL 56 28 28 28 NULL NULL NULL
00:00.0 GEO2026RMA00005
NULL 28 28 28 28 NULL NULL NULL
DisSaleOrdDisPer DisOn purchasediGRRType VouImportCFormIssu ImportUseExciseQty CessQty
NULL NULL NULL 1 NULL NULL NULL NULL NULL NULL
NULL NULL NULL 2 NULL NULL NULL NULL NULL NULL

DesThrougLRNODate NoOfCasesIndLedger IndName IndWorkAdIndWorkAdConsignee Consignee Consignee

Hand Deliv 00:00.0 NA Cust0008 BHARAT GE 8 AT.KHAUSACust0008 BHARAT GE 8

AssessableExciseDutyAdditional Cess SHCess GRRNo RMANo InvExcise InvAddDutInvCess

0 0 0 0 0 N/A GEO2026R 0 0 0
0 0 0 0 0 N/A GEO2026R 0 0 0
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL
NULL NULL NULL NULL NULL NULL GEO2026RNULL NULL NULL

PartNoTotaRate posted Count_no_curyear Inward_DaWarrantyMBasicRate CurrencytyCurrencyRa

RC0001 NULL NULL 45 2026 NULL NULL NULL NULL NULL
RC0001 NULL NULL 45 NULL NULL NULL NULL NULL NULL
ShCessQty BasicQty NLCQty NLC WONO WONORelaSubDealer Updated VouDate GRRNo
NULL NULL NULL NULL NULL NULL NULL 0 NULL GEO-2026-
NULL NULL NULL NULL NULL NULL NULL 0 NULL GEO-2026-

Consignee Subject KindAttNa KindAttConRemark AssessableExciseDutyAdditional Cess SHCess

AT.KHAUSAInvoice FoMr. Premna9.87E+09 Invoice Fo 0 0 0 0 0

InvSHCess TariffNo RateperIncGrrInvoice GrrInvoice memo itemcode part_com CGST SGST

0 N/A 0 NA 00:00.0 FORKLIFT RENTAL CHAR Part 9 9
0 N/A 0 NA 00:00.0 FORKLIFT RENTAL CHA Part 9 9
NULL NULL NULL NULL NULL Subtotal A NULL --- NULL NULL
NULL NULL NULL NULL NULL SGST AmouNULL Tax StructuNULL NULL
NULL NULL NULL NULL NULL SGST AmouNULL Tax StructuNULL NULL
NULL NULL NULL NULL NULL Subtotal A NULL --- NULL NULL
NULL NULL NULL NULL NULL Rounding ONULL Round NULL NULL
NULL NULL NULL NULL NULL Grand TotaNULL Total NULL NULL

Discount DiscountraPF Freight excisedutyaddexcisedcess SHcess ExDutyNewCessNewYe

NULL NULL NULL NULL 0 0 0 0 NULL NULL
NULL NULL NULL NULL 0 0 0 0 NULL NULL
Branch CreatedBy CreatedDaGRRPen GRRSeries ledgercodeworkaddidworkaddreassessable percentage
Mumbai Sayali NULL 28 GRR N/A 200 NULL 0 NULL
Mumbai Sayali NULL 28 GRR N/A 200 NULL 0 NULL

SubTotal SalesTax FormType GrandTotalAmtInWor IssueOfInv IssueOfInv RemovalOfRemovalOfBranch

0 0 NA 54912 Rupees Fif 00:00.0 3:41 PM 00:00.0 3:41 PM Mumbai

IGST
0
0
NULL
NULL
NULL
NULL
NULL
NULL

SHCessNewCapitalGooItemAddExExNotAvailSalesTax Octroi ExciseLedgAddExciseLVatLeger netledger

NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
netamountTempstockChargesPerChargesValNote InwardDatExpiryDateC_Factor unit SalesTaxpe
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

curyear CountNo InvoiceDatIndECCNo ConECCNoPartysTINNCreatedBy ExciseinwoAddExciseiCessinwor

2026 5 00:00.0 -- -- -- Sayali N/A N/A N/A

ExciseInc CessInc SHCessInc RoundOff GrandtotalValuationRReason Grandtota PostedvouAmountTal

NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
AdExciseinItemWiseNImportVouVouNoPrinSalesTaxAsRemark Divation ReworkopeGrrinspect grrinspect
NULL NULL 0 NULL NULL NULL NULL NULL NULL NULL
NULL NULL 0 NULL NULL NULL NULL NULL NULL NULL

SHCessinwroundoff totalaftert posted Postedvousalesper GRR_Partyworkaddrecst_tin vat_tin

N/A 0 0 NULL NULL 0

DBNote PostedDB ExciseVal CessVal PostedExciBillDiscounDisSaleOrdDisPer DisOn purchasedi

NULL NULL NULL NULL NULL NULL NULL NULL NULL 2
NULL NULL NULL NULL NULL NULL NULL NULL NULL 1
grrinspect netassvaluGrrcategoramortizati amortizatioOperatorn delearMai Rejectiont consumptigrrNLC
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

excisecoderange division orderrecei DCNOScrapReturnRemRMAType

0:00 NULL Sales Retu RMA Invoice

GRRType VouImportCFormIssu ImportUseExciseQty CessQty ShCessQty BasicQty NLCQty NLC

NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
Batchno Projectna ExciseCateItemWiseCItemWiseSItemWiseI ItemWiseUTotalCGSTVTotalSGSTVTotalIGSTV
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

WONO WONORelaSubDealer Updated VouDate GRRNo Branch CreatedBy CreatedDaGRRPen

NULL NULL NULL 0 NULL GEO-2026-Mumbai Sayali NULL 28
NULL NULL NULL 0 NULL GEO-2026-Mumbai Sayali NULL 28
TotalUGSTGSTTaxCodCGSTMaxPSGSTMaxPeIGSTMaxPeUGSTMaxPFreightCGSFreightSGSFreightIGS FreightUGS
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

GRRSeries ledgercodeworkaddidworkaddreassessable percentagenetamountTempstockChargesPerChargesVal

GRR N/A 200 NULL 0 NULL NULL NULL NULL NULL
GRR N/A 200 NULL 0 NULL NULL NULL NULL NULL
PFCGSTValPFSGSTValPFIGSTValuPFUGSTValgroupid AuthorizedAuthorizedRMAreaso FreightGSTTCSvalue
NULL NULL NULL NULL NULL 0 NULL NULL NULL NULL
NULL NULL NULL NULL NULL 0 NULL NULL NULL NULL

Note InwardDatExpiryDateC_Factor unit SalesTaxpeAdExciseinItemWiseNImportVouVouNoPrin

NULL NULL NULL NULL NULL NULL NULL NULL 0 NULL
NULL NULL NULL NULL NULL NULL NULL NULL 0 NULL
TaxableValRCPartStatCourierNa LRNo LRDate LRNoofPacLRWeightoReceivedNReceivedWRejectionR
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

SalesTaxAsRemark Divation ReworkopeGrrinspect grrinspect grrinspect netassvaluGrrcategoramortizati

NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
ValueClaimDebitNote DebitCounClaimQty RCPartStatPendingCl ReceivedClBillMissMaInvNotAvalrejInvoice
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

amortizatioOperatorn delearMai Rejectiont consumptigrrNLC Batchno Projectna ExciseCateItemWiseC

NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
rejInvoice LRNGrrNo LRN Buyback UpdatePartInvoiceNo InvoiceNo InvoiceNo GRRApprovGRRApprov
NULL NULL NULL NULL 0 0 NULL NULL NULL NULL
NULL NULL NULL NULL 0 0 NULL NULL NULL NULL

ItemWiseSItemWiseI ItemWiseUTotalCGSTVTotalSGSTVTotalIGSTVTotalUGSTGSTTaxCodCGSTMaxPSGSTMaxPe
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
IRN IRNackNo IRNackDat IRNqrCode
NULL NULL NULL NULL
NULL NULL NULL NULL

IGSTMaxPeUGSTMaxPFreightCGSFreightSGSFreightIGS FreightUGSPFCGSTValPFSGSTValPFIGSTValuPFUGSTVal
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
groupid AuthorizedAuthorizedRMAreaso FreightGSTTCSvalue TaxableValRCPartStatCourierNa LRNo
NULL 0 NULL NULL NULL NULL NULL NULL NULL NULL
NULL 0 NULL NULL NULL NULL NULL NULL NULL NULL
LRDate LRNoofPacLRWeightoReceivedNReceivedWRejectionRValueClaimDebitNote DebitCounClaimQty
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
RCPartStatPendingCl ReceivedClBillMissMaInvNotAvalrejInvoice rejInvoice LRNGrrNo LRN Buyback
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL
UpdatePartInvoiceNo InvoiceNo InvoiceNo GRRApprovGRRApprovIRN IRNackNo IRNackDat IRNqrCode
0 0 NULL NULL NULL NULL NULL NULL NULL NULL
0 0 NULL NULL NULL NULL NULL NULL NULL NULL
IRNqrCode
 Inventory audit form

Branch: {locked box, showing login branch}

Location: {Text box}

Search

Part Number Part Name Location Stock Pick Slip Qty Free Stock Part Image

MH123 TEST Part AA1 1 1 0

MH456 Test Part2 AA2 5 0 5

Save

Inventory audit report

Inventory Date Part NumberPart NameLocatioStock Phy. Stock Difference

3/10/2025 MH123 TEST Part AA1 1 2 1
3/10/2025 MH456 Test Part2 AA2 5 4 -1
Phy. Stock Material Type Condition Image status Remarks
{numeric value
only} {drop down} {drop down} {drop down} {Text box}

Editable
Locked (view only)

Material Type Condition Image status Remarks

Rubber Scrap NA/Wrong Image
Metal Good/Saleable OK/Uploaded
 Drop Downs

Material Type Condition Image Status

Metal Good/Saleable OK/Uploaded
Rubber Req. reconditioning NA/Wrong Image
Electrical/Electronic Scrap

Locked (view only)

 Price request form

Same purchase requisition format

Price request report

Price req. Number Req. Date Part numbPart nameSale Price Last Price update date Remarks
PRCE-001 3/11/2025 MH123 Test 1000 3/11/2025 Latest price updated
Update remarks