Index Furniture Requirement¶

This document is specifically for Index Furniture to ensure data compatibility between VB and WebPOS, it is necessary to introduce or modify some features in WebPOS that are currently unavailable or incompatible.

UI Design
https://www.figma.com/design/RUcCnD8VCz5dHKAmkkWhJO/INDEX-NOT-FINAL?t=SzYfxtSEgySPhpTY-1

Requirement 1 : Product Master

• Implement a new feature within the Product Master interface,as illustrated in the provided diagram. The product will be imported via Excel upload.The status should be changeable in product master that effect on the transaction part(need to discuss)

Body Part List

Requirement 2 : Product Master Upload

• Create a new product master upload excel format as per the attachment below.
  Note : Please convert the existing VB product master upload feature to be compatible with the Web POS system. __

https://docs.google.com/spreadsheets/d/1HdVaZv5_4BJT6kqHF1TS_8AY4JMvzq8X/edit?usp=sharing&ouid=102616773824052168253&rtpof=true&sd=true

Requirement 3 : Import Purchase Order

• Please check if the Import Purchase Order in our system is functioning properly or not .
• Shipment Number is mandatory and required

• Implement an Excel upload feature for Purchase Invoice or Purchase Order, ensuring that any unregistered or discontinued items are automatically saved as Log File with alert message.
  Excel format :
  https://docs.google.com/spreadsheets/d/1bVSCqCjNJIejfSprnWesODIs-ClZFNEJ/edit?usp=drive_link&ouid=102616773824052168253&rtpof=true&sd=true
  Requirement 4: Purchase Order Entry effect in Stock Inquiry Feature (Report).
  Requirement 5 : Sales Order
• Delivery from warehouse selection features required.
• Salesman Entry Field is mandatory.
• Create a Shipping Information input feature that includes fields for the address, contact number, contact person, and location map(Photo Upload).
• Booked Quantity will be blocked in stock checking in sales order and counter sales bill.
• Negative stock booking feature required.
• SO cancellation feature required.

• Create an advance payment feature with payment options including cash, credit card, and QR code.(need discuss )

Sales order printout customization

• The sales order print out should be customized as per the client’s sales order.

Requirement 6 : Delivery Schedule Features

• Delivery Schedule Setting
  • After selecting the date range and applying the required filters in the sales order, click "Load" to retrieve all the delivery schedules from the table name. Then the user will approve the sales order and then select or change the approved time.

• Delivery Schedule Approval *** When the user selects "Approval" for the Sales Order, it should subsequently appear in the Delivery Schedule Approval section. Users can then modify the status by checking the checkbox in the Delivery Schedule Setting.

• Delivery Inquiry (Report)

Requirement 7 : Delivery Chalan

• Sales Order based delivery chalan features .
• Delivery person field is mandatory in delivery chalan.
• Full delivery chalan features based on sale order.
• SO lock after DC (Delivery Chalan )is done.

Requirement 8 : Delivery Chalan Return

• Delivery chalan return based on SO reference with its Delivery Chalan tag .
• Only full delivery chalan feature is allowed.
• Once Delivery Chalan Return is done ,its referenced SO should be unlocked for edit .
  Requirement 9 : Sales Bill
• Tax Invoice for counter sales
• Tax Invoice based on Delivery Chalan.
• Credit Note of Counter Sales / Delivery Chalan Sales

Requirement 10 : Bill Tender

• Bill tender features adjusting advance receipt.

Requirement 11 : Payment collection feature

Requirement 12 : First in and last receive tagging should be updated in the Item Master .
https://docs.google.com/spreadsheets/d/1EMeMgPH0tI86YxTuHnPTla8U3ASBJai_/edit?usp=sharing&ouid=102616773824052168253&rtpof=true&cd=true

Requirement 13 : Stock summary report

Requirement 14 : Report customization as per client requirement
1. Stock Inquiry Report
https://docs.google.com/spreadsheets/d/1Msiei8rp4Wi7g8tmggibzlR2xYVAVekcZAIUscAF8WE/edit?usp=sharing

2. Saleable Stock Report
https://docs.google.com/spreadsheets/d/1xeOt8WKnXVf-QQcJgqJevFz30mdwcuTkn4RRTOasXwc/edit?usp=sharing

3. Thai Report

ILM Report - Receive
https://docs.google.com/spreadsheets/d/1_0wlN2IrbVdApKGGrVq4IKn2BYXygbwh/edit?usp=sharing&ouid=102616773824052168253&rtpof=true&cd=true
ILM Report - SOH Qty & Amount
https://docs.google.com/spreadsheets/d/1mbTaN7BMraI9LKLZHWGvrXL6t2y2Ig7u/edit?usp=sharing&ouid=102616773824052168253&rtpof=true&sd=true

ILM Report - SOH Qty & Amount
https://docs.google.com/spreadsheets/d/1EMeMgPH0tI86YxTuHnPTla8U3ASBJai_/edit?usp=sharing&ouid=102616773824052168253&rtpof=true&cd=true

There are 13 thai reports and these 3 are important as per client

Other Thai report
https://docs.google.com/spreadsheets/d/1PRBEiqHUTY_SKLp32i7ClHx0gv1lh3JK2bvXYMJCpq4/edit?usp=sharing

4 . REPORT CUSTOMIZATION (IF REQUIRED, MAN HOUR FOR REPORT HAS TO BE PROVIDED)

Note : Ensure that the relationships and referential integrity between the tables involved in the Advance Payment Features, Shipping Info Features, and Delivery Schedule Features in the Sales Order Entry Form should be maintained properly.