Seedor Finance

Seedor Finance Pack Modules:
Purchase
Inventory
Sales
Expenses
Accounts

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PURCHASE 

Purchase management can improve your purchase work process dependent upon stock levels/dimensions, sales orders, and forecasted producing orders. Much the same as sales, it is actually simple to oversee the purchase, utilizing Seedor platform. One can consistently produce quotations, convert them later to a sales order and create bills in all respects effectively. Sales and Purchase vouchers, Purchase , Purchase requisitions are some other supportive applications which can additionally upgrade the purchase management functionalities.



CREATING PRODUCTS

           Creating products in Seedor  is much essential for speedy and proficient buying. All you need to do is -go to Products submenu under Purchase, and click CREATE



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As soon as you click on the CREATE button, you will be navigated to a new window with a product info.There you can click on the EDIT button and make all the necessary changes to the product and its associated attributes.

                          The creation form will look like below image.



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You have the following fields under the product form-

Product name: It is the name which will be displayed on all other screens that refer to this specific product.

Can be Sold: To remove a product from showing up on ‘sales product’ list, uncheck the Can be Sold button. Generally, this is used while creating a raw material or a product for internal consumption.

Can be Expensed: Specify whether the product can be selected from an expense.

Can be Rented: If ticked the option, you allow renting of this product.

Under General information tab

Product Type: Product Type is the first option on the Information tab. There are three available product types:

Consumables: A product for which the user doesn't want to manage the inventory (no quantity on hand or forecasted) but that can be received from the supplier or delivered to the customer. Seedor assumes that the product always has enough stock

Stockable: The product which is managed with Inventory. This product is used in stock management and its replenishment is more or less automated by the rules defined in the system. In Stockable product, you can easily maintain your minimum stock level by defining reordering rule for stock in your system, so that your stock will not reach to out of stock. If you do not set Reordering rule, Seedor ERP will show-up warning messages in quotation, if there isn’t enough balance in the stock. Seedor ERP will prevent processing delivery orders that don’t have balances in the stock and it can be processed only by force availability button in the delivery order

Product Category: User can organize the products under a specific category

Internal Reference: For the most part, Seedor utilizes the Product Name field and the description when displaying product information. It is very common that a company may have a coding system for its products. The Internal Reference field is useful to enter an alternative product code or number for the product in that case.

Barcode: Especially, when the number of products is more, the probability of human error also increases. Now smartly and effortlessly add/update product quantity by scanning product barcodes while receiving or delivering products in Seedor .

Version: Defines the current version of the product.

Sales Price: The base sale price of the product, the product may be different if there are variants available.

Consumer Tax: Tax engine is very flexible and support many different type of taxes: value added taxes (VAT), eco-taxes, federal taxes, retention, withholding taxes, etc. For most countries, the chart of account you setup is automatically pre-configured with the main taxes of the country.

Tax Cloud Category: The Tax Cloud category in Our product  allows you to correctly calculate the sales tax for every address in the United States and keeps track of which products are exempt from sales tax and in which states each exemption applies. Tax Cloud calculates sales tax in real-time for every state, city, and special jurisdiction in the United States.

Cost: Cost used for stock valuation in standard price and as a first price to set in average/FIFO.

Unit of Measure: Default unit of measure used for all stock operations.

 Purchase Unit of Measure: Default unit of measure used for purchase orders. It must be in the same category as the default unit of measure.

 Under the Product variants tab, one can deal with the products having distinctive varieties, similar to measure, shading, and so on. It permits dealing with the product at the template level (for all varieties) and at the variant level (specific attributes).





 


Creating a Request for Quotation 

A Request for Quotation (RfQ) is used when you plan to purchase some products and you would like to receive a quote for those products. In Seedor,
the Request for Quotation is used to send your list of desired products to your supplier. Once your supplier has answered your request, you can choose to go ahead with the offer and purchase or to turn down the offer. In the Purchase module, open Purchase Requests for Quotation and click on Create.






 


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Select your supplier in the Vendor menu, or create it on-the-fly by clicking on Create and Edit. In the Order Date field, select the date to which you wish to proceed to the actual order.

In Products, click on Add an item. Select the product you wish to order in the Product menu. Specify the Quantity by inserting the number and selecting the unit of measure. In the Unit Price field, specify the price you would like to be offered (you can also leave the field blank if you don't know what the price should be), and add the expected delivery date in the Scheduled Date field. 


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Click on Save, then Print RFQ or Send RFQ by email

 After having clicked on Send, you will notice that the RFQ's status will switch from Draft to RFQ Sent. Once your supplier has replied with an offer,   update the RFQ by clicking on Edit to fit the quotation (prices, taxes, expected delivery lead time, payment terms, etc.), then click on Save to issue a Purchase Order. To proceed with the order, click on Confirm Order to send the order to the supplier. The RFQ's status will switch to Purchase Order.


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CREATING PURCHASE ORDER

To proceed with the order, click on Confirm Order to send the order to the supplier. The RFQ's status will switch to Purchase Order 




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     Click on Register Payment, insert the details of the payment, once payment is completed ,we can receive the product



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After Receiving the product ,We can Validate the quality of product. For that Click on validate button,validate it.



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CANCELLING PURCHASE ORDER

Because of false impressions, human blunders or change of plans, we may at times have to drop or cancel the purchase order sent to providers. Seedor enables you to do it. One can cancel the purchase via tapping the cancel button.



 



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                                                                      Seedor consequently cancels the outstanding shipments associated to this particular purchase order.
                                                                      Change occurs in the status bar from Purchase order to Cancelled.





Purchase order lines

Under this purchase order line, we have seen all already created purchase list




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VENDOR MANAGEMENT

The vendors described in the platform are listed out in the vendor menu accessible from the orders tab of the module. The vendor list available is described and the user can view the menu in the kanban format or the list view. In addition, the data available can be sorted out using the various filtering options available in the platform

In the instance of a new vendor creation to the platform the user can access the creation window by selecting the create option available.





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In the vendor creation window the user can provide the vendor name , mention it as the company or an individual, allocate the company address and the taxation details as per the region of operation. Describe the contact details of the company such as mobile, office number, email ID, website links and the tags allocated with the vendor for the in house operations. In the contacts and address menu the user and add the respective address and the location details of the vendor





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Reporting

Analyze the performance of my vendors



In the event that your organization normally purchases items from several providers, it is indeed helpful to get insights on your buys. There are a several reasons to follow and analyze your seller's performance: From Purchase reporting function, the end client can without much of a stretch see all the appropriate advancement and happenings in business operation.
Seedor reporting empowers you to get adaptable reports on merchant performances.




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Depending upon the information you need to feature, you may need to show your reports in an increasingly visual view.
It encourages you in changing your report in only a tick in 3 diagram perspectives: a Pie Chart, a Bar Chart and a Line Chart: These perspectives are available through the symbols featured on the screen capture underneath.







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