Wednesday, March 31, 2010

Order to Cash Application: Sales & Distribution Situation (Zoho Creator)

Management Information System's Project


Your company sells a fixed number of items each of which has a fixed price and at any point of time there is a certain quantity of each item in the inventory. Your salespersons are out in the market and meet clients to pick up orders. They can pick up an order if and only if the required amount is available in the inventory. When an order is picked up the quantity in the inventory has to be reduced. If the order falls below a certain quantity, a re-stocking mail has to be generated. After an order is placed, cash has to be collected against the order. Once the cash is collected, the order is tagged is paid. As the owner-manager you would like to know what are the orders that have been placed, what is the inventory ? What is the accounts receivable position and so on ... 


Click Here to view the video user manual for this application...
Click Here to view the Use Case of this application...

Order to Cash Form (Below) is an interface to add a client's order into the system. Select the Product's Name from the dropdown to place an order for a client.

Note: The Re-Order Stock Level has been kept as 10. This means that when the stock level becomes equal to or lower than 10 for a product, a request would be generated to purchase 30 units of the product. The new stock will be reflected in the new transaction.

Click Here to view the Inventory Records of Order To Cash Form. These records update after every successful transaction done through the above form.

Order Book Form (Below) shows the Order and Payment Status of each Client. Select the Client's Name from the drop down and alter the "Not Paid" Payment Status to "Paid", when the Client has made the payment.

Note: After you add an order through the form above, please refresh this page to see the data you've added. The Zoho Creator Embed picks up data at the time of loading of this form.


Click Here to view the Records of Order Books. These records update after every successful transaction done through the above form.

3 comments:

  1. Good Job Roomie!!!
    Just a few things u might want 2 correct...
    1) Updation of payment status by transaction ID (Say that there are more than 1 transactions against a company)
    2)By default, all transactions are not paid... So why update "Not paid" ? :P

    ReplyDelete
  2. @Ashu: Thanks roomie ;)

    To address your points:

    1. As this is just a proof of concept, I presume that at max only one order per day for a product is done.

    2. Well just to include the situation that the client pays in check and the check bounces. So in that case updating to not paid might help.

    ReplyDelete
  3. Hi Aditya great work. 1 comment please check your zoho program under mac OS, with any browser chrome, firefox or Safari.

    ReplyDelete