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8/14/2019 I-sp-03 - Star Erp -Sales User Manual
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STAR Sales User Manual
USER MANUAL
FOR
SALES
Prepared For:
SPEL Semiconductor Limited
Maraimalai Nagar,Chennai.
Prepared By:
Cherrytec Solutions Ltd,
MAC House,
4, Sardar Patel Road,
Guindy, Chennai 600 032
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TABLE OF CONTENTS
1 Introduction ......................................................................................................................................... 52 About Sales ......................................................................................................................................... 5
3 Architectural Diagram ........................................................................................................................ 5
4 Functional Flow Diagram ................................................................................................................... 6
5 How to access Sales Module ...............................................................................................................86 Common Alert used ........................................................................................................................... 9
7 Lead Master ...................................................................................................................................... 10
7.1 Menu Navigation ...................................................................................................................... 117.2 Create Lead Master details..................................................................................................... 11
7.3 Edit Lead Master details .........................................................................................................12
7.4 Delete Lead Master details .................................................................................................... 12
8 Mills Master ......................................................................................................................................138.1 Menu Navigation ....................................................................................................................... 13
8.2 Create Mils Master details...................................................................................................... 14
8.3 Edit Mils Master details ......................................................................................................... 148.4 Delete Mils Master details .....................................................................................................15
9 Customer Forecast ............................................................................................................................ 17
9.1 Menu Navigation ....................................................................................................................... 179.2 Create Customer Forecast details ........................................................................................... 17
9.3 Search Customer Forecast details ...........................................................................................19
9.4 Edit Customer Forecast details ............................................................................................... 2010 Customer Enquiry ...........................................................................................................................21
10.1 Menu Navigation ..................................................................................................................... 2110.2 Create Customer Enquiry details ..........................................................................................2110.3 Search Customer Enquiry details .........................................................................................23
10.4 Edit Customer Enquiry details ............................................................................................ 23
11 Customer Enquiry (Web Based) ..................................................................................................... 24
11.1 Menu Navigation ..................................................................................................................... 2411.2 Create Customer Enquiry (Web Based) details ....................................................................25
12 Quotation .........................................................................................................................................26
12.1 Menu Navigation ..................................................................................................................... 2612.2 Create Quotation details .......................................................................................................27
12.3 Turnkey Pricing .......................................................................................................................28
12.4 Create Turnkey Price details ................................................................................................ 2912.5 TAT Based ...............................................................................................................................30
12.6 Minimum Lot Charges ............................................................................................................. 31
12.7 GBW ........................................................................................................................................ 31
12.8 Volume Based .......................................................................................................................... 3312.9 BG Cost ...................................................................................................................................36
12.10 Probe Cost ............................................................................................................................. 37
12.11 Search Quotation details .....................................................................................................39
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STAR Sales User Manual12.12 Edit Quotation details ........................................................................................................40
12.13 Create Quotation Amendment details ............................................................................... 41
13 Quotation Approval ........................................................................................................................ 4113.1 Menu Navigation ..................................................................................................................... 41
13.2 View Quotation details .........................................................................................................42
13.3 Create Quotation Approval details ....................................................................................... 4314 OBF- Regular Order ....................................................................................................................... 43
14.1 Menu Navigation ..................................................................................................................... 43
14.2 Create OBF Details .............................................................................................................. 43
14.3 Turnkey Cost ............................................................................................................................4514.4 Create Turnkey Cost details .................................................................................................46
14.5 Search OBF Regular Order details .......................................................................................49
14.6 Edit OBF Regular Order details .......................................................................................... 5015 OBF Regular Order Approval .........................................................................................................51
15.1 Menu Navigation ..................................................................................................................... 51
15.2 View OBF Regular Order details ......................................................................................... 52
15.3 Create OBF Regular Order Approval details ....................................................................... 5215.4 Create OBF Regular Order Amendment details ..................................................................53
16 OBF-Engg/Qual Lot ........................................................................................................................54
16.1 Menu Navigation ..................................................................................................................... 5416.2 Create OBF-Engg/qual Lot details ....................................................................................... 54
16.3 Search OBF-Engg/Qual Lot details ......................................................................................58
16.4 Edit OBF-Engg/Qual Lot details ..........................................................................................5917 OBF-Open Order ............................................................................................................................60
17.1 Menu Navigation .................................................................................................................... 60
17.2 Create OBF-Open Order details ........................................................................................... 6117.3 Search OBF-Open Order details ...........................................................................................64
17.4 Edit OBF Open Order details ............................................................................................... 6518 OBF-Cancellation ........................................................................................................................... 65
18.1 Menu Navigation ..................................................................................................................... 65
18.2 Create OBF-Cancellation details ..........................................................................................66
18.3 Search OBF-Cancellation details ......................................................................................... 67
19 Order-Short Closing ........................................................................................................................6819.1 Menu Navigation ..................................................................................................................... 68
19.2 Create Order-Short closing details .......................................................................................69
20 Reports ............................................................................................................................................6921 Sales Report .................................................................................................................................... 69
21.1 Menu Navigation ..................................................................................................................... 69
21.2 Customer Address details ....................................................................................................6921.3 Create Customer Address details .........................................................................................70
21.4 Viewing a PDF Reports and other file attachments .................................................................70
21.5 Consignee Address details ....................................................................................................71
21.6 Create Consignee Address details ........................................................................................7221.7 Viewing a PDF Reports and other file attachments .................................................................72
21.8 Order Details Customer Wise ..............................................................................................72
21.9 Create Order Details details .................................................................................................73
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STAR Sales User Manual21.10 Viewing a PDF Reports and other file attachments ...............................................................74
21.11 Order Details Date Wise ....................................................................................................74
21.12 Create Order Details details ...............................................................................................7421.13 Viewing a PDF Reports and other file attachments ...............................................................74
21.14 Order Pending Details- Customer with Date Wise ...........................................................75
21.15 Create Pending Details details ............................................................................................7521.16 Viewing a PDF Reports and other file attachments ...............................................................75
21.17 Forecast Details- Customer with Date Wise ..................................................................... 75
21.18 Create Forecast Details details ........................................................................................... 76
21.19 Viewing a PDF Reports and other file attachments ...............................................................7621.20 Cancellation of Order Details- Customer with Date Wise ................................................76
21.21 Create Cancellation of Order Details details ...................................................................... 76
21.22 Viewing a PDF Reports and other file attachments ...............................................................7621.23 Short Closed Order Details- Customer with Date Wise ....................................................76
21.24 Create Short Closed Order Details ....................................................................................77
21.25 Viewing a PDF Reports and other file attachments ...............................................................77
21.26 Amendment Order Details- Customer with Date Wise .....................................................7721.27 Create Amendment Order Details .....................................................................................77
21.28 Viewing a PDF Reports and other file attachments ...............................................................78
21.29 Open Order Details- Customer with Date Wise ................................................................ 7821.30 Create Open Order Details ................................................................................................78
21.31 Viewing a PDF Reports and other file attachments ...............................................................78
21.32 Actual vs. Forecast Details- Customer with Date Wise ....................................................7821.33 Create Actual vs. Forecast Details ....................................................................................79
21.34 Viewing a PDF Reports and other file attachments ...............................................................79
21.35 Customer Sales Details- Customer with Date Wise .......................................................... 7921.36 Create Customer Sales Details ..........................................................................................79
21.37 Viewing a PDF Reports and other file attachments ...............................................................8021.38 Customer Performance Details- Date Wise .......................................................................8021.39 Create Performance Details ...............................................................................................80
21.40 Viewing a PDF Reports and other file attachments ...............................................................80
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1 Introduction
2 About SalesIn Sales module the following screens are available.Master Screens:
1. Lead Master
2. Mills Master Master3. Customer Forecast
Transaction Screens4. OBF-Regular Order5. OBF-Engg/Qual Lot6. OBF-Open Order
7. OBF-Cancellation8. Order Short Closing
3 Architectural Diagram
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SalesCustomer Enquiry
Quotation
Customer Work Order
OBF
Run Card Header Initiation
Manufacturing
Production Planning
Customer
ExportPrice Master
Shipment Advice
FGRS
Packing Data Sheet
Packing List
Invoice
FG StoreFGIS
FG Credit Note
FG Requisition Issue
FG StoreDevice Type
Package Master
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STAR Sales User Manual4 Functional Flow Diagram
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5 How to access Sales Module
You can choose the following icon from the browsed screen by clicking the icon thru mouse.
Once you click, the following screen will be displayed
Click the button, to view the sub menu
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6 Common Alert used
If input type will mismatch with the field data type then "Invalid Character" error will be thrown as givenbelow
If there is no matching record(s) in the database, then the following alert message will be displayed asbelow
For Remarks field, if input character exceeds the 500, the following alert message will be displayed.
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After saving each record the following message will be displayed
After update each record the following message will be displayed
After delete each record the following message will be displayed
7Lead Master
In STAR, Lead master will capture the Lead details which are used for Quotation and OBF. User cancreate, update or delete lead from database by using Lead Master, User cannot be delete a Lead if thelead referred by any other transaction.
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7.1 Menu Navigation
Click menu, to access Lead Master
7.2Create Lead Master details.
Date (O): This field is used to display the current date.
Lead (M): User can enter the Lead name. The Lead is maximum 3 digits. This is field is Numeric
If the field is kept blank the following message will be displayed.
Remarks (O): User can enter the remarks about the complaints if required. The user has to enteralphanumeric characters and it can accept up to 500 characters.
Click button, to save Complaint Details
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7.3Edit Lead Master details
User can edit the Lead Master details clicking the Edit Button, The Lead filter from table
Clicking button to update the particular record.
7.4Delete Lead Master details
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User can delete the Lead from table, clicking delete button, the following alert message will displayed.
Clicking button to delete the particular record.
If Lead is referred any transaction, user cannot be delete the record, the image will display
8 Mills Master
In STAR, Mils master will capture the Lead details which are used for Quotation. User can create, update or
delete lead from database. User cannot delete a lead if the lead referred by any other transaction.
8.1 Menu Navigation
You can click menu, to access Mills Master Screen.
While clicking Menu, Mills Master Screen will appear.
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8.2 Create Mils Master details.
Mils (M): User can enter the Lead name. The Mils is maximum 20 digits. This field is Numeric
If the field is kept blank the following message will be displayed.
Remarks (O): User can enter the remarks about the complaints if required. The user has to enteralphanumeric characters and it can accept up to 500 characters.
Click button, to save Complaint Details
Click button, to reset all the fields.
8.3 Edit Mils Master details
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User can edit the Mils Master details clicking the Edit Button, The Mils filter from table
Clicking button to update the particular record.
8.4 Delete Mils Master details
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User can delete the Mils from table, clicking delete button, the following alert message will
displayed.
Clicking button to delete the particular record.
If Lead is referred any transaction, user cannot be delete the record, the image will display
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9 Customer Forecast
In STAR, Sale Order forecast is capture almost all the Customers. The forecast period varies fromCustomer to Customer. The patterns followed are annually / bi-annually / quarterly / monthly. The forecastis based on the volume of loading (in addition value entry provision is given which is optional). Forecast withactual shall be compared and alert sales suitably with details.
9.1 Menu Navigation
You can click menu, to access Customer Forecast Screen.
While clicking Menu, Customer Forecast Screen will appear.
9.2Create Customer Forecast details
Customer Name (M): Customer details filter from Customer Master. User can select the customer. If userskips this field then the following error message will be displayed
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Date (D): This is field is displays current date.
From date (M): User can select the from date from the Date Time picker
To date (M): User can select the T date from the Date Time picker
Package (M): Package details filter from Package Master. User can select the Package. If user skips thisfield then the following error message will be displayed
Lead (M): Lead details filter from Package Master. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Device Type (O): User can select the Device Type form the pop, in pop device details filter from DeviceMaster.
UOM (M): UOM details filter from Package Master. User can select the UOM. If user skips this field then thefollowing error message will be displayed
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Forecast Qty (M): User can enter the Forecast Qty. The Forecast Qty is maximum 10 digits. This field isNumeric, If user enters non Numeric system will throw Invalid Character message.
Forecast Value (M): User can enter the Forecast Value. The Forecast Value is maximum 10 digits. This isfield is Numeric, If user enters non Numeric system will throw Invalid Character message.
9.3Search Customer Forecast details
User can perform Search operation based on options provided. Once the search button
is clicked the corresponding records will be displayed in the grid at the bottom of the screen.
Search by (M):
If the field is kept blank the following message will be displayed.
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Date (O): User can select the date from the date time pickerCustomer (O): Customer details filter from Customer Master. User can select
9.4Edit Customer Forecast details
Before Edit, you need to perform the Search operation as explained under Search
Now, User can edit the Mils Master details clicking the Edit Button, The Mils filter from table
Clicking button to update the particular record.
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10 Customer EnquiryIn STAR, Customer Enquiry will capture the enquiry details of different customer which are used forQuotation preparation. User can create or update Customer Enquiry from database. User cannot delete a
Customer Enquiry.
10.1Menu Navigation
You can click menu, to access Customer Enquiry Screen as below.
10.2 Create Customer Enquiry details
Customer Name (M): Customer details filter from Customer Master. User can select the customer. If userskips this field then the following error message will be displayed
Enquiry Date (D): This field is used to display current date.
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STAR Sales User ManualEnter by (M): User can select the SPEL or Customer.
Package (M): Package details filter from Package Master. User can select the Package. If user skips thisfield then the following error message will be displayed
Lead (M): Lead details filter from Lead Master. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Quantity (M): User can enter the Quantity. The Quantity is maximum 10 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
Delivery Days (M): User can enter the Delivery Days. The Delivery Days is maximum 10 digits. This isfield is Numeric, If user enters non Numeric system will throw Invalid Character message.
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10.3 Search Customer Enquiry details
User can perform Search operation based on options provided. Once the search button is clicked
the corresponding records will be displayed in the grid at the bottom of the screen.
Search by (M):
If the field is kept blank the following message will be displayed.
Date (O): User can select the date from the date time picker
Customer (O): Customer details filter from Customer Master. User can select
Enquiry No (O): User can enter the Enquiry no. You can enter a maximum of 20 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
10.4 Edit Customer Enquiry details
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Before Edit, you need to perform the Search operation as explained under Search
Now, User can edit the Customer Enquiry details clicking the Edit Button, The Customer Enquiry filterfrom table
Clicking button to update the particular record.
11 Customer Enquiry (Web Based)In STAR, Customer Enquiry will capture the enquiry details of different customer which are used forQuotation preparation. User can create or update Customer Enquiry from database. User cannot delete aCustomer Enquiry.
11.1 Menu Navigation
You can click menu, to access Customer Enquiry Screen as below.
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11.2 Create Customer Enquiry (Web Based) details
Customer Name (M): User can enter the Customer Name. You can enter a maximum of 30 alpha numericcharacters excluding special characters like `~! %^[]{}'".
Enquiry Date (D): This field is used to display current date.
Address (M): User can enter the address details. The user has to enter alphanumeric characters and it canaccept up to 500 characters.
Package (M): User can enter the Package Name. You can enter a maximum of 30 alpha numeric
characters excluding special characters like `~! %^[]{}'".
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Lead (M): User can enter the Lead. The Lead is maximum 10 digits. This is field is Numeric, If user entersnon Numeric system will throw Invalid Character message.
Quantity (M): User can enter the Quantity. The Quantity is maximum 10 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
Delivery Days (M): User can enter the Delivery Days. The Delivery Days is maximum 10 digits. This is fieldis Numeric, If user enters non Numeric system will throw Invalid Character message.
Click button, to save Complaint Details
Click button, to reset all the fields.
12 Quotation
In STAR, Customer Enquiry will capture the enquiry details of different customer which are used forQuotation preparation. User can create or update Customer Enquiry from database. User cannot delete aCustomer Enquiry.
12.1 Menu Navigation
You can click menu, to access Quotation Screen as below.
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12.2 Create Quotation details
Enquiry Based (M): By default Enquiry Based No is selected, user can change the option if
required.
Quotation Date (D): This field is used to display current date.
Customer Name (M): Customer details filter from Customer Master. User can select the customer. Ifuser skips this field then the following error message will be displayed
Mode of Shipment (O): User can select the By Air, By Ship or By Road.
Payment Terms (M): Payment Terms details filter from Payment Terms Master. User can select thePayment Terms.
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Price Basis (O): Price Basis details filter from Price Basis Master. User can select the Price Basis.
Payment Mode (O): Payment Mode details filter from Payment Mode Master. User can select the PaymentMode.
Lead Time (Days) (O): User can enter the Lead Time of the Quotation. The Lead Time is maximum 3digits. This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Valid in Days (O): User can enter the Valid in Days of the Quotation. The Valid in days is maximum 3digits. This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Credit Period (O): User can enter the Credit Period of the Quotation. The Credit Period is maximum 3digits. This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Freight Terms (O): By default Company is selected, user can change the option if required.
Insurance Scope (O): By default Company is selected, user can change the option if required.
Dispatch of Original Documents (O): User can enter the Dispatch document details. You can enter amaximum of 500 alpha numeric characters excluding special characters like `~! %^[]{}'".
Currency Type (O): Currency details filter from Currency Master. User can select the Currency.
Effective from (M): User can select the Effective From date by using data time picker.
12.3Turnkey Pricing
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12.4 Create Turnkey Price details
Package (M): Package details filter from Quotation. User can select the Package. If user skips this field
then the following error message will be displayed
Lead (M): Lead details filter from Quotation. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Device (O): User can enter the Device. You can enter a maximum of 30 alpha numeric charactersexcluding special characters like `~! %^[]{}'". System will valid the entered device with device master if it
does not match then the following error message will be displayed.
Assembly Only Cost (O): User can enter the Assembly Only Cost. The field is maximum 15 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message.
Green Assembly Only Cost (O): User can enter the Green Assembly Only Cost. The field is maximum 15digits. This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Test Only Cost (O): User can enter the Test Only Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
T & R Only Cost (O): User can enter the T & R Only Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
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STAR Sales User ManualAssembly Cost (O): User can enter the Assembly Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
Green Assembly Cost (O): User can enter the Green Assembly Cost. The field is maximum 15 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message.
Test Cost (O): User can enter the Test Cost. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
T & R Cost (O): User can enter the T & R Cost. The field is maximum 15 digits. This field is Numeric, if useenters non Numeric system will throw Invalid Character message.
Click button, to add the multiple line item in grid.
12.5TAT Based
Hot Lot TAT Period (O): User can enter the Hot Lot TAT Period. The field is maximum 3 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
Super Lot TAT Period (O): User can enter the Super Lot TAT Period. The field is maximum 3 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message.
Hot Lot No of Times (O): User can enter the Hot Lot No of Times. The field is maximum 2 digits. This fieldis Numeric, if user enters non Numeric system will throw Invalid Character message.
Super Lot No of Times (O): User can enter the Super Hot Lot No of Times. The field is maximum 2 digits.This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Special Instruction (O): User can enter the special Instruction about the complaints, if required you canenter a maximum of 500 alpha numeric characters excluding special characters like `~! %^[]{}'"
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Package (M): Package details filter from Quotation. User can select the Package. If user skips this fieldthen the following error message will be displayed
Lead (M): Lead details filter from Quotation. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Device (O): User can enter the Device. You can enter a maximum of 30 alpha numeric charactersexcluding special characters like `~! %^[]{}'". System will valid the entered device with device master if it
does not match then the following error message will be displayed.
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Mils (M): Mils details filter from Mils Master. User can select the Mils. If user skips this field then thefollowing error message will be displayed
Rate / Wire (M): User can enter the Rate / Wire. The field is maximum 15 digits. This field is Numeric, ifuser enters non Numeric system will throw Invalid Character message.
Extra % (M): User can enter the Rate / Wire. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
12.8Volume Based
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Package (M): Package details filter from Quotation. User can select the Package. If user skips this fieldthen the following error message will be displayed
Lead (M): Lead details filter from Quotation. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Volume from (M): User can enter the Volume From. The field is maximum 15 digits. This field is Numeric, ifuser enters non Numeric system will throw Invalid Character message.
Volume to (M): User can enter the Volume To. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
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Assembly Cost (M): User can enter the Assembly Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message. If user skips this fieldthen the following error message will be displayed
Green Assembly Cost (O): User can enter the Green Assembly Cost. The field is maximum 15 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message. If user skips thisfield then the following error message will be displayed
Test Cost (O): User can enter the Test Cost. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message. If user skips this field then the followingerror message will be displayed
T & R Cost (O): User can enter the T & R Cost. The field is maximum 15 digits. This field is Numeric, if useenters non Numeric system will throw Invalid Character message. If user skips this field then the followingerror message will be displayed
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Click button to add the multiple record.
Click button to delete the particular record.
12.9BG Cost
Minimum BG Cost (O): User can enter the Minimum BG Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message. If user skips this fieldthen the following error message will be displayed
Device (O): User can enter the Device. You can enter a maximum of 60 alpha numeric charactersexcluding special characters like `~! %^[]{}'". System will valid the entered device with device master if it
does not match then the following error message will be displayed.
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BG Dia (O): User can enter the BG Dia. You can enter a maximum of 15 alpha numeric characters. If userskips this field then the following error message will be displayed
BG Dia (M): User can enter the BG Dia of the wafer. You can enter a maximum of 15 alpha numericcharacters. If user skips this field then the following error message will be displayed
Thickness (M): User can enter the Thickness of the wafer. You can enter a maximum of 15 alpha numericcharacters.
BG Cost (O): User can enter the BG Cost. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message. If user skips this field then the followingerror message will be displayed
Click button to add the multiple record.
Click button to delete the particular record.
12.10 Probe Cost
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Device (O): User can enter the Device. You can enter a maximum of 60 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
If user skips this field then the following error message will be displayed
System will valid the entered device with device master if it does not match then the following error
message will be displayed.
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US $/ Die Cost (O): User can enter the Die Cost. You can enter a maximum of 15 alpha numericcharacters. If user skips this field then the following error message will be displayed
Click button to add the multiple record.
Click button to delete the particular record.
Click button, to save the record.
Click button, to reset all the fields.
12.11 Search Quotation details
User can perform Search operation based on options provided. Once the search buttonis clicked the corresponding records will be displayed in the grid at the bottom of the screen.
Search by (M):
If the field is kept blank the following message will be displayed.
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Date (O): User can select the date from the date time picker
Customer (O): Customer details filter from Customer Master. User can select the customer name
Quotation No (O): User can enter the Quotation no. You can enter a maximum of 20 alpha numericcharacters excluding special characters like `~! %^[]{}'".
Device Type (O): User can enter the Device Type. You can enter a maximum of 60 alpha numericcharacters excluding special characters like `~! %^[]{}'".
Click button, to view the records
12.12 Edit Quotation details
Before Edit, you need to perform the Search operation as explained underSearch
Now, User can edit the Quotation clicking the Edit Button, The Quotation filter from table
Clicking button to update the particular record.
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12.13 Create Quotation Amendment details
Amendment denotes, additon or midification or deletion any detials in the Quotation generation.
User can amend the Quotation after the approval. Some of changes like
Price of device
Payment terms
Other charges
Adding new item
Qty change
Deletion of a item
Before Amendment, you need to perform Edit operation as explained underEdit Quotation
Now, user has to select the Revision change option, which is shown below.
Click button, to update the particular Quotation for Amendment
13 Quotation Approval
Based on the customer enquiry received from Customers, quotation shall be prepared by sales departmentand with out Customer Enquiry Quotation can be prepared. If approver selected the Quotation No, systemwill show the details based on the quotation.
13.1 Menu Navigation
You can click menu, to access Quotation Screen below.
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13.2View Quotation details
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You can View the Quotation details clicking the View Button, The Quotation filter from table
13.3Create Quotation Approval details
Approve/ Reject (M): User can select Approve or Reject button.
Remarks (O): User can enter the remarks about the complaints if required. User has to enter alphanumericcharacters and it can accept up to 500 characters.
Click button.
14 OBF- Regular Order
In STAR, user can create Regular order which is given by the customer based on the quotation. User can
create or edit or amend the Order.
14.1 Menu Navigation
You can click menu, to access OBF-Regular Order Screen.
14.2 Create OBF Details
Customer Name (M): Customer details filter from Customer Master. User can select the customer name; ifuser skips this field then the following error message will be displayed
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Customer PO. Date (M): By default current date will display. User can change the Customer PODate from date time picker.
Consignee Name (O): Consignee details filter from Consignee Master. User can select the Consigneename
Customer Address Type (O): Customer Address Type details filter from Customer Address Type Master.User can select the Customer Address Type e.g., Head Office, Branch Office etc,
Consignee Address Type (O): Consignee Address Type details filter from Consignee Address TypeMaster. User can select the Consignee Address Type e.g., Head Office, Branch Office etc,
Insurance Scope (O): By default Customer is selected. User can change the selection.
Freight Payment (O): By default Customer is selected. User can change the selection.
Customer PO No (M): User can enter the Customer PO no. You can enter a maximum of 20 alpha numericcharacters excluding special characters like `~! %^[]{}'". If user skips this field then the following error
message will be displayed
Mode of shipment (O): User can select BY Air, BY Road or By Ship.
Payment Terms (O): Payment Terms details filter from Payment Terms Master. User can select thePayment Terms.
Port of Discharge (M): Port of Discharge details filter from Country Master. User can select the Port ofDischarge Terms.
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Country of final destination (M): Country of final destination details filter from Country Master. User canselect the Country of final destination
Port of delivery (M): Port of delivery details filter from Country Master. User can select the Port of delivery
Mix up Lot (O): User can select Yes or No.
14.3 Turnkey Cost
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14.4Create Turnkey Cost details
Service Name (M): Service details filter from Service Master. User can select the Service. If user skips thisfield then the following error message will be displayed
Package (M): Package details filter from Quotation. User can select the Package. If user skips this fieldthen the following error message will be displayed
Package (M): Package details filter from Quotation. User can select the Package. If user skips this fieldthen the following error message will be displayed
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Lead (M): Lead details filter from Quotation. User can select the Lead. If user skips this field then thefollowing error message will be displayed
Device Type (M): User can enter the Device. You can enter a maximum of 30 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
If user skips this field then the following error message will be displayed
Click button to view the Costing.
System will valid the entered device Type with device master, if it does not match then the following errormessage will be displayed.
System will check the price for entered Lead Package with Quotation, if it does not found then thefollowing error message will be displayed.
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Device Key (O): User can enter the Device. You can enter a maximum of 30 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
System will valid the entered device Key with Bonding diagram master if it does not match then thefollowing error message will be displayed.
Build Sheet No. (O): User can enter the Build Sheet No. You can enter a maximum of 30 alpha numericcharacters excluding special characters like `~! %^[]{}'".
Click button to view the Green Assembly cost.
System will check the entered device Key with Bonding diagram master, if it does not match then thefollowing error message will be displayed.
System will check the entered Lead Package, Device Type, Build Sheet No. and Device Key with Bondingdiagram Master, if it does not found then the following error message will be displayed.
Build Sheet Rev No.(O): User can enter the Build Sheet Rev No. This field is maximum of 60 alpha
numeric characters
Array Family (O): User can enter the Array Family. This field is maximum 60 alpha numeric characters
Customer Part No. (O): User can enter the Customer Part No. This field is maximum 60 alpha numericcharacters
Assembly Lot No. (O): User can enter the Assembly Lot No. This field is maximum 60 alpha numericcharacters
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Fab Fac (O): User can enter the Fab Fac. This field is maximum 60 alpha numeric characters
Product Type (O): User can enter the Product Type. This field is maximum 60 alpha numeric characters
No. of Wafer (O): User can enter the No of wafer required for this line item.
Type of Wafer (O): User can enter the Type of Wafer. This field is maximum 60 alpha numeric characters
Wafer Dia (O): Wafer dia details filter from Quotation. User can select the required diameter.
Thickness (O): Thickness details filter from Quotation. User can select the required Thickness.
Wafer Lot No. (O): User can enter the wafer Lot No. This field is maximum 100 alpha numeric characters
Wafer Qty. (O): User can enter the wafer Qty. This field is maximum 100 alpha numeric characters
Assembly Qty (M): User can enter the Assembly Only Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
Assembly Only Cost (O): User can enter the Assembly Only Cost. The field is maximum 15 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message.
Green Assembly Only Cost (O): User can enter the Green Assembly Only Cost. The field is maximum 15digits. This field is Numeric, if user enters non Numeric system will throw Invalid Character message.
Test Only Cost (O): User can enter the Test Only Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
T & R Only Cost (O): User can enter the T & R Only Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
Assembly Cost (O): User can enter the Assembly Cost. The field is maximum 15 digits. This field isNumeric, if user enters non Numeric system will throw Invalid Character message.
Green Assembly Cost (O): User can enter the Green Assembly Cost. The field is maximum 15 digits. Thisfield is Numeric, if user enters non Numeric system will throw Invalid Character message.
Test Cost (O): User can enter the Test Cost. The field is maximum 15 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message.
T & R Cost (O): User can enter the T & R Cost. The field is maximum 15 digits. This field is Numeric, if useenters non Numeric system will throw Invalid Character message.
Click button, to save the record.
Click button, to reset all the fields.
14.5 Search OBF Regular Order details
User can perform Search operation based on options provided. Once the search button is clicked
the corresponding records will be displayed in the grid at the bottom of the screen.
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Search by (M):
If the field is kept blank the following message will be displayed.
Date (O): User can select the date from the date time picker
Customer (O): Customer details filter from Customer Master. User can select the customer name
OBF No/Cust Lot No (O): User can enter the Quotation no or Customer Lot No. You can enter a maximumof 20 alpha numeric characters excluding special characters like `~! %^[]{}'".
Package (O): Package details filter from Package Master. User can select the package.
Click button, to view the records
14.6 Edit OBF Regular Order details
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Before Edit, you need to perform the Search operation as explained underSearch
Now, User can edit the OBF Regular Order clicking the Edit Button, The OBF Regular Order filter fromtable
Clicking button to update the particular record.
15 OBF Regular Order Approval
In STAR, user can approve or Reject the OBF Regular Order, which is generated by the Sales department.
15.1 Menu Navigation
You can click menu, to access OBF-Regular Order Screen.
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15.2View OBF Regular Order details
You can View the Quotation details clicking the View Button, The Quotation filter from table
15.3Create OBF Regular Order Approval details
Approve/ Reject (M): User can select Approve or Reject button.
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STAR Sales User ManualRemarks (O): User can enter the remarks about the complaints if required. User has to enter alphanumericcharacters and it can accept up to 500 characters.
Click button.
15.4Create OBF Regular Order Amendment details
Amendment denotes, additon or midification or deletion any detials in the OBF Regualar Ordergeneration. User can amend the OBF Regular Order after the approval. Some of changes like
Payment terms
Other charges
Adding new item
Qty change
Deletion of a item
Before Amendment, you need to perform Edit operation as explained underEdit OBF Regular Order
Now, user has to select the Revision change option, which is shown below.
Click button, to update the particular OBF Regular Order for Amendment
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STAR Sales User Manual16 OBF-Engg/Qual Lot
In STAR,the OBF-Engg/Qual is prepared to track the details of sample lots.
16.1 Menu Navigation
You can click menu, to access OBF-Engg/Qual Lot Screen below.
16.2 Create OBF-Engg/qual Lot details
.
Lot Type (M): By default Qualification is selected. User can change the option based onrequirement.
OBF Date (D): This field used to display the current date.
Customer (M): Customer details filter from Customer Master. User can select the Customer. If user skipsthis field then the following error message will be displayed
Mode of shipment (O): User can select BY Air, BY Road or By Ship.
Insurance Scope (O): Bydefault Company is selected. User can change the option based on
requirement.
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STAR Sales User ManualCustomer PO No (M): User can enter the Customer PO no. You can enter maximum of 20 alpha numericcharacters excluding special characters like `~! %^[]{}'". If user skips this field then the following error
message will be displayed.
PO.Date (M): User can select the Po Date from the Date Time picker. If user skips this field then thefollowing error message will be displayed
Freight Payment (O): User can enter the Freight Payment. You can enter maximum of 10 digits numeric.
Payment Terms (O): Payment Terms details filter from Payment Terms Master. User can select thePayment Terms.
Port of Discharge (M): Port of Discharge details filter from Country Master. User can select the Port ofDischarge Terms. If user skips this field then the following error message will be displayed
Country of final destination (M): Country of final destination details filter from Country Master. User canselect the Country of final destination. If user skips this field then the following error message will be
displayed
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Port of delivery (M): Port of delivery details filter from Country Master. User can select the Port of delivery.If user skips this field then the following error message will be displayed
Package (M): Package details filter from Quotation. User can select the Package. If user skips this fieldthen the following error message will be displayed
Lead (M): Lead details filter from Package Master based on Package. User can select the Lead. If userskips this field then the following error message will be displayed
Device Type (M): User can enter the Device. You can enter a maximum of 30 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
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STAR Sales User ManualIf user skips this field then the following error message will be displayed
System will valid the entered device Type with device master, if it does not match then the following errormessage will be displayed.
Build Sheet No. (O): User can enter the Build Sheet No. You can enter a maximum of 30 alpha numericcharacters excluding special characters like `~! %^[]{}'".
Quantity (M): User can enter the Quantity. The field is maximum 10 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message. If user skips this field then the followingerror message will be displayed
Charges (M): User can enter the Charges. The field is maximum 10 digits. This field is Numeric, if userenters non Numeric system will throw Invalid Character message. If user skips this field then the followingerror message will be displayed
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Service Name (M): Service details filter from Service Master. User can select the Service. If user skips thisfield then the following error message will be displayed. If user skips this field then the following error
message will be displayed
Consignee (O): Consignee details filter from Consignee Master. User can select the Consignee.
Shipment (M): By default Direct is selected. User can change the option based on the requirement.
Schedule Date (M): User can select the Schedule Date from the Date Time picker. If user skips this fieldthen the following error message will be displayed
Click button, to save the record.
Click button, to reset all the fields.
16.3Search OBF-Engg/Qual Lot details
User can perform Search operation based on options provided. Once the search button is clicked
the corresponding records will be displayed in the grid at the bottom of the screen.
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Search by (M):
If the field is kept blank the following message will be displayed.
Date (O): User can select the date from the date time picker
OBF No/Customer (O): User can enter the OBF No or Customer. You can enter a maximum of 20 alphanumeric characters excluding special characters like `~! %^[]{}'". User can enter the full text or start with
some letters or %end of the text or %text % based on that search result will be displayed
Click button, to view the records
16.4 Edit OBF-Engg/Qual Lot details
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Before Edit, you need to perform the Search operation as explained underSearch
Now, User can edit the OBF-Engg / Qual Lotclicking the Edit Button, The OBF-Engg / Qual Lotfilterfrom table
Clicking button to update the particular record.
17 OBF-Open Order
In STAR, system will capture the Customer releases an order with a Value or Volume or for a period. User
can create or edit the records.
17.1 Menu Navigation
You can click menu, to access OBF-Open Order Screen below.
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17.2Create OBF-Open Order details
Customer (M): Customer details filter from Customer Master. User can select the Customer. If user skipsthis field then the following error message will be displayed
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Order Date (M): User can select the Order date from Date Time Picker. If user skips this field then thefollowing error message will be displayed
Package Based (M): By default No is selected. User can change the option based on the requirement.
Customer PO No (M): User can enter the Customer PO no. You can enter a maximum of 20 alpha numericcharacters excluding special characters like `~! %^[]{}'". If user skips this field then the following error
message will be displayed
Lead / Package (M) if packaged based selected yes: Lead package details filter from Package
master. User can select the multiple lead package or single lead package
Currency Type (O): Currency Type details filter from Currency Master. User can select the Currency Type.
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STAR Sales User ManualVolume Based Amount Based (M): By default Volume Based is selected. User can change the optionbased on the requirement.
Volume (M) if Volume based is selected: User can enter the volume of the order.You can entermaximum 15 digits and Numeric, if user enters non Numeric system will throw Invalid Character message.If user skips this field then the following error message will be displayed
Amount (M) if Amount based is selected: User can enter the Amount of the order.You can entermaximum 15 digits and Numeric, if user enters non Numeric system will throw Invalid Character message.If user skips this field then the following error message will be displayed
Effective from (M): User can select the Effective From date from Date Time picker. If user skips this fieldthen the following error message will be displayed.
Effective to (M): User can select the Effective to date from Date Time picker. If user skips this field then thefollowing error message will be displayed.
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Click button, to save the records.
Click button, to reset all the fields.
17.3Search OBF-Open Order details
User can perform Search operation based on options provided. Once the search button is clicked
the corresponding records will be displayed in the grid at the bottom of the screen.
Search by (M):
If the field is kept blank the following message will be displayed.
Date (O): User can select the date from the date time picker
OBF No/ser can enter the OBF No. You can enter a maximum of 20 alpha numeric characters excludingspecial characters like `~! %^[]{}'".
Click button, to view the records.
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17.4 Edit OBF Open Order details
Before Edit, you need to perform the Search operation as explained underSearch
Now, User can edit the OBF-Open Orderclicking the Edit Button, The OBF-Open Orderfilter from tableClicking button to update the particular record.
18 OBF-Cancellation
In STAR,system is used to cancel the OBF Regular order, user can cancel the particular line item or wholeorder.
18.1Menu Navigation
You can click menu, to access OBF-Cancellation Screen below.
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18.2 Create OBF-Cancellation details
OBF No (M): User can enter the OBF No which is generated while Regular Order Booking. You can enter20 digits alphanumeric characters excluding special characters like `~! %^[]{}'". . If user skips this field then
the following error message will be displayed.
Click button, to view the OBF details.
Customer (D): This field is used to display the customer name based on the OBF No. which is generatedwhile OBF Regular Order.
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Now, user can select the single or multiple line items to be cancel.
Click button, to save the records.
Click button, to reset all the fields.
18.3Search OBF-Cancellation details
User can perform Search operation based on options provided. Once the search button is clicked
the corresponding records will be displayed in the grid at the bottom of the screen.
Search by (M):
If the field is kept blank the following message will be displayed.
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Date (O): User can select the date from the date time picker
OBF No (O): User can enter the OBF No. You can enter a maximum of 20 alpha numeric charactersexcluding special characters like `~! %^[]{}'".
Click button, to view the records
19 Order-Short ClosingIn STAR, system captures the short close order details of the selected Customers.
19.1 Menu Navigation
You can click menu, to access Order-Short Closing Screen below
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19.2Create Order-Short closing details
Customer Name (M): Customer details filter from Customer Master. User can select the customer name; ifuser skips this field then the following error message will be displayed
Date (D): This field is used to display the current date.
20 Reports
21 Sales Report
21.1 Menu Navigation
You can click menu, to view Sales Reports Screen.
21.2 Customer Address details
In STAR, user can view the customer details of the SPEL.
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21.3Create Customer Address details
Report Type (M): User can select the Report Type. For Ex. Customer details, Order details etc. If userskips this field then the following error message will be displayed
Customer Name (M): Customer details filter from Customer Master. User can select the customer name; ifuser skips this field then the following error message will be displayed
You can click button, to view Customer Details.
21.4Viewing a PDF Reports and other file attachments
These reports are generally portable document file formats of hard copy reports that would regularly receiveon paper, or electronic results such as Excel documents. To view this report in PDF format, you can click
button as shown below.
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You can view this report in Excel format; click Button on left corner of the report as shown below.
21.5 Consignee Address details
In STAR, user can view or print the Consignee details of the Customer.
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21.6 Create Consignee Address details
Report Type (M): User can select the Report Type. For Ex. Customer details, Order details etc.If user skips this field then the following error message will be displayed
Customer Name (M): Customer details filter from Customer Master. User can select the customer name; ifuser skips this field then the following error message will be displayed
You can click button, to view Customer Details.
21.7Viewing a PDF Reports and other file attachmentsSame as above
21.8 Order Details Customer Wise
In STAR, user can view or print the Order details of the selected Customer with date.
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21.9 Create Order Details details
Report Type (M): User can select the Report Type. For Ex. Customer details, Order details etc.If user skips this field then the following error message will be displayed
Customer Name (M): Customer details filter from Customer Master. User can select the customer name; ifuser skips this field then the following error message will be displayed
From Date (M): User can select the date from the Date Picker. If user skips this field then the followingerror message will be displayed
From To (M): User can select the date from the Date Picker. If user skips this field then the following errormessage will be displayed
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Click button, to view Order Details.
Click button, to reset all the fields.
21.10 Viewing a PDF Reports and other file attachments
Same as above
21.11 Order Details Date Wise
In STAR, user can view or print the Order details of the selected Customer with date.
21.12 Create Order Details details
Same as above
21.13 Viewing a PDF Reports and other file attachments
Same as above
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21.14 Order Pending Details- Customer with Date Wise
In STAR, user can view or print the Order details of the selected Customer with date.
21.15 Create Pending Details details
Same as above
21.16 Viewing a PDF Reports and other file attachments
Same as above
21.17 Forecast Details- Customer with Date Wise
In STAR, user can view or print the Forecast details of the selected Customer with date.
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21.18 Create Forecast Details details
Same as above
21.19 Viewing a PDF Reports and other file attachments
Same as above
21.20 Cancellation of Order Details- Customer with Date Wise
In STAR, user can view or print the Cancellation of order details of the selected Customerwith date.
21.21 Create Cancellation of Order Details details
Same as above
21.22 Viewing a PDF Reports and other file attachments
Same as above
21.23 Short Closed Order Details- Customer with Date Wise
In STAR, user can view or print the Short Closed order details of the selected Customer withdate.
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21.24 Create Short Closed Order Details
Same as above
21.25 Viewing a PDF Reports and other file attachments
Same as above
21.26 Amendment Order Details- Customer with Date Wise
In STAR, user can view or print the Amendment order details of the selected Customer withdate.
21.27 Create Amendment Order Details
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21.28 Viewing a PDF Reports and other file attachments
Same as above
21.29 Open Order Details- Customer with Date Wise
In STAR, user can view or print the Open order details of the selected Customer with date.
21.30 Create Open Order Details
Same as above
21.31 Viewing a PDF Reports and other file attachments
Same as above
21.32 Actual vs. Forecast Details- Customer with Date Wise
In STAR, user can view or print the Actual vs. Forecast order details of the selectedCustomer with date.
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21.33 Create Actual vs. Forecast Details
Same as above
21.34 Viewing a PDF Reports and other file attachments
Same as above
21.35 Customer Sales Details- Customer with Date Wise
In STAR, user can view or print the Customer Sales details of the selected Customer withdate.
21.36 Create Customer Sales Details
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