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Viral Ghelani

  • Viral Ghelani
    Viral Ghelani
    2012-11-20

    Carting Management

     

     

    This help file is in a form of a story. Please go through it to understand the working of the application.

     

    There is this Businessman lets call him Mr. Patel. He owns two companies named ABC and XYZ which provides construction material like concrete, rubble, grit etc to real estate or construction people. He has to buy this materials form somewhere and sale it. He supplies the material according to the order by the ledger, supported by a document number or a order number and the truck number. At the end of the month company provides a statement of all the order for that month. The company bills the ledger according to the terms or as per both party agreements. Mr. Patel bills them form ABC Company if they have to Tax them, or from XYZ if the ledger asks for a Tax exempt bill.

     

     

    Quick Start

    The application is a stand alone application so there is no need for any setup, just place the application from where you want to run it, it can be your desktop or from a Pen Drive.

    When you execute the application for the first time, it will create a file named master.carting , this file will contain all the data you input in the application. From now on if you change the location of the application, then also place the master.carting file at the same location.

     

    Execute the application; it will land you on the main menu screen.

    All the highlighted letters in the menu are their keyboard shortcut. You don’t have to press any Alt or Ctrl button just the highlighted character or you can use the Arrow keys to move up and down and Enter to select it.

     

    First thing Mr. Patel would have to do is..

     

    Create Tax Slab

    Press C T C >[Enter], that is form main menu it is Company > Tax > Create > [Enter].

    Provide values and press enter to continue, an [Enter] in the last input will ask you to save it.

    Example:

    Vat %: 4 >[Enter]

    Additional tax: 1 >[Enter]

    Name: VAT 4 + 1 >[Enter]

    Note: Any note if you want >[Enter]

    Press [Enter] to save.

     

    After you have saved, all entries will clear and you can input new tax slab if you want. Press Esc to go to last Menu.

     

     

    Create Company

    From the main menu. C C >[Enter], that is form main menu, Company > Create >[Enter]

    Provide values and continue by pressing [Enter].

     

    Example:

    Company: ABC Retail

    Mr. Patel named it ABC Retail as he will provide all the retail invoice from this company. Retail invoice are provided to ledger who does not have a tin number. (Ledger tin not showed in the bill)

    Display Name: ABC

    As it should be shown on the bill.

    Proprietor: Mr. Patel

    Address: 123-XYZ <st1:place><st1:City>SURAT</st1:City>, <st1:country-region>INDIA</st1:country-region></st1:place>

    Phone: 123456789

    PAN:

    Not used or displayed in Retail or Tax invoice.

    TIN: 12345678912312 Dt. <st1:date Month="1" Day="1" Year="2012">01-01-2012</st1:date>

    As it should be shown on the bill.

    CST: 12345678912312 Dt. <st1:date Month="1" Day="1" Year="2012">01-01-2012</st1:date>

    As it should be shown on the bill.

    Report Style: Retail Invoice

    This is list box, you can only select a item from the list shown on right by either arrow key and >[Enter] or you can type R in the box to select item starting with R if there multiple items starting with R you can type the second letter say Re to select Retail Invoice press Enter to Continue.

    Current Tax Slab: VAT 4 + 1

    This is tax slab we created above. It says current tax slab because if the government change the tax you can just create a new tax slab and alter the company and change it to current tax slab.

    Invoice Number From: 1

    If you have lets say 30 invoice from old system already than you can provide 31 here.

    Note: Best Of Luck

    Pressing enter on the last input will ask you to save it, press Yes or No. Press Yes to Save or No if you see any changes you want to, do you can use arrow key traverse through all the inputs.

     

    Mr. Patel would than create [ ABC Tax ] with display name [ ABC ] report style [ Tax Invoice]. The output invoice or bill will have the ledger and company tin,cst shown.

     

    Mr. Patel would than create [ XYZ No Tax ] with display name [ XYZ ] report style [ No VAT or Tax ] which will select No Tax as current tax slab. The output invoice or bill will neither have the ledger tin shown or company tin,cst shown only proprietor PAN will be shown.

     

    Inventory Items

    Create:

    From the main menu. Press I C > [Enter] to create Item. Provide values Enter to continue.

    Example:

    Name: concrete

    Measure: MT (Metric Ton No other measure units used right now)

    Decimal Points: 3 (Uses 3 by default, No other values used right now)

     

    Mr. Patel provided same thing for grit and rubble.

    Alter:

    From the main menu. Press I A > [Enter] to select Item. Edit values on next screen and save.

    Delete:<o:p></o:p>

    From the main menu. Press I D > [Enter] to select Item. Delete the Item on next screen and save.

     

    Ledger

    These are the people you provide you material and bill them.

     

    Create:

    From the main menu, Press L C >[Enter] to create a ledger. Provide values Enter to continue.

    Edit:

    From the main menu, Press L E >[Enter] to alter a ledger. Select the name you want to edit press enter.

    You will see that background of the screen change to <st1:place>Orange</st1:place> colour so that you can know some entries shall change after confirming.

    Delete:

    From the main menu, Press L D >[Enter] to delete a ledger. Select the name you want to delete pressing enter will take you to confirm the entry. You will see that background of the screen change to Red colour so that you can know some entry shall after confirming. Press enter to continue to last input. Pressing [Enter] in last box will ask to confirm to delete the entry.

     

     

    Statement

     

    It is used to provide all the daily entries of the materials provided to the ledger.

     

     

    Create:

    From the main menu, Press S C >[Enter]. Press [Esc] to go back.

     

    Example:

     

    Ledger: Select from the list.

    This is list box, you can only select a name from the list shown on right by either arrow key and >[Enter] or you can type name in the box to select name starting with the letters you have typed.

    Date: 1 [Enter] 9 [Enter] 2012 [Enter] or 01 09 2012 or <st1:date Month="1" Day="9" Year="2012">01-09-2012</st1:date> or 1 9 2012

    This will input date as <st1:date Month="1" Day="9" Year="2012">01-09-2012</st1:date>, it will best match the date to

    dd-mm-yyyy which is supported right now.

    Document No: 1234 (Provide any document no or order no or challan no)

    Truck No: 5678 (The truck no supported by above document no.)

    Item: concrete (Selected from list)

    MT: 12.250 (This is the weight sold in Metric Ton)

    Note: The truck was late [Enter]

     

    Press Yes to save, and continue to enter new entry.

     

    Edit:

    From the main menu, Press S E >[Enter]. Select a ledger or leave blank to view all ledger, same with date, only provide values that you want to constraint. Select from the list and edit.

     

    Delete:

    From the main menu, Press S D >[Enter]. Select a ledger or leave blank to view all ledger, same with date, only provide values that you want to constraint. Select from the list and delete.

    Audit:

    From the main menu, Press S A >[Enter]. Select a ledger or leave blank to view all ledger, same with date, only provide values that you want to constraint. You can also press esc to not constraint any values. This show all the values. You can press [Enter] or [Space] to toggle Audited, it change the back ground color of that item green with a correct icon in the beginning. You can press [Backspace] or [E] or [Delete] to edit a record.

     

    View:

    From the main menu, Press S V >[Enter]. Select a ledger or leave blank to view all ledger, same with date, only provide values that you want to constraint. You can also press esc to not constraint any values.

    This will show you the monthly supply of the items to the ledger.

    Use arrow keys or Next Previous to traverse.

    Press [C] to print Current.

    Press [A] to print all the monthly statement.

     

     

     

     

     

    Bill

    Create:

    From the main menu, Press B C >[Enter].

     

    Example:

    Company: XYZ Retail

    Date: <st1:date Month="1" Day="9" Year="2012">01-09-2012</st1:date>

    Ledger: Mr. A Select from the list (You will have to create ledgers in advance.)

    Item Description: concrete (Select from list)

    Weight: 50.500 (Total monthly weight or the weight you want to bill the ledger)

    Rate: 750 (Per metric ton)

    Total: Calculated (On pressing enter it will provide you to enter more items)

    Item Description : Leave blank and press enter to finish or provide values as above.

     

    Total: Calculated

    Tax Slab: Selected according to company selected above.

     

    Note: [Enter]

     

    Press yes to save.

     

    Edit:

    From the main menu, Press B E >[Enter]. From the constraint dialog only provide values that you want to constraint leave other blank. Press [Alt] + Arrow Keys to traverse amongst the records you have constrained, Make changes [Enter] in the last box will ask you confirm changes.

     

    Delete:

    From the main menu, Press B D >[Enter]. From the constraint dialog only provide values that you want to constraint leave other blank. Press [Alt] + Arrow Keys to traverse amongst the records you have constrained, Press [Enter] in the last box will ask you to confirm delete operation.

     

    View:

    From the main menu, Press B V >[Enter].

    Use arrow keys or Next Previous to traverse.

    Press [C] to print Current view.

    Press [A] to print all the bills that can be viewed.

     Bill Terms and Condition Footer<o:p></o:p>

    From the main menu.

    Press [M] for maintenance, provide the code shown, [R] for reports.

    You can change the Terms and Condition shown in the footer of Bill here. Provide exact text as should be shown on bill.<o:p></o:p>

    Database

    From the main menu.

    Press [M] for maintenance, provide the code shown, [D] for database.

    All the submenu option are self explanatory. Please be careful.

    <o:p> </o:p>

     
    Last edit: Viral Ghelani 2014-12-09