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Parle CoreStocky User Manual

The CoreStocky Sehyog User Manual provides detailed instructions on various processes including Purchase Receipt, Billing, Vehicle Allocation, Delivery Process, Sales Return, Bill Printing, Debit Note Process, and Retailer Master Addition. Each section outlines step-by-step procedures for managing inventory, billing, and retailer information within the CoreStocky system. The manual serves as a comprehensive guide for users to efficiently navigate and utilize the software for their operational needs.

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das95705
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119 views27 pages

Parle CoreStocky User Manual

The CoreStocky Sehyog User Manual provides detailed instructions on various processes including Purchase Receipt, Billing, Vehicle Allocation, Delivery Process, Sales Return, Bill Printing, Debit Note Process, and Retailer Master Addition. Each section outlines step-by-step procedures for managing inventory, billing, and retailer information within the CoreStocky system. The manual serves as a comprehensive guide for users to efficiently navigate and utilize the software for their operational needs.

Uploaded by

das95705
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CoreStocky Sehyog User Manual

INDEX

1. Purchase Receipt

2. Billing

3. Vehicle Allocation

4. Loading Sheet

5. Delivery Process and Collection

6. Sales Return

7. Bill Print

8. Debit Note Process

9. Retailer Master Addition


1) Purchase Receipt:-

 After 3-4 hours Purchase happen from Depo after Sync


Process in Stocky Purchase will Reflect.
 After Sync Process Successful in stocky you need to follow
below steps to accept purchase in stocky.

 Go to Company Management Purchase Receipt

 After Clicking New Option go to Company Invoice No and Click F6.


 Then Purchase Receipt Showing select it and after loading
purchase receipt check all details.
 After Checking Click Save and Confirmed option then Stock of
Purchase added in system and available for the Billing.
2) Billing:-

 Billing Process:

Billing is used to process the order taken by salesman from a retailer and
create the invoice.

 Billing tab can be opened by following the below path:

 Customer Management –Billing


 After clicking on billing, billing window will open as shown below
 Once the window is opened you have to select Salesman, route and
retailer(which will pop up automatically after opening billing window).

 To Select salesman:

 Select Route:
 Select Retailer:

 After that enter the details such as product code, unit of measurement
(Box, Packets etc.) and the quantity of each product.
 After entering desired quantity of products click on the save button after
saving bill number will generate which will be displayed in bill no field.

3) Vehicle Allocation:-

Once the bills are prepared the next process is vehicle allocation in which the
goods will be allocated to vehicle.

Vehicle allocation tab can be accessed through the below path:

 Logistic management –Vehicle Allocation


 After opening vehicle allocation window click on new button
Select from date and to date, select the salesman, delivery route,
Sales route, by clicking on the check box against each field.
 Double click to select the vehicle from the popping window.
 Select the pending bills.
 Click on the mentioned button to move the selected bills from
pending bill number to allocated bill number

 Use the single arrow to move single bill and for multiple bills use second
arrow.

 After this process click on save button:


 After saving allotment bill number will generate which will be displayed
in allotment field.

4) Loading Sheet :-

 You can generate and view the report on loading sheet after Vehicle
allocation.
 Report-Custom Report-Parle Report-Loading sheet Item-Wise.
1. Select Loading sheet Item-Wise .

2. Enter the parameter specifically the mandatory parameter such as From


Date, To Date and if need select another Filter Value.

3. Click the preview button to view the report on the screen


5) Delivery process and Collection :-

 Delivery process:-

Once the vehicle allocation is made for the bills then those bills will
appear in the delivery process screen. Users can select the status of
each bill ,like delivered, pending, partially and cancelled.
For Delivery of Bill need all bill Status as delivered.

 Delivery Tab can be opened by following the below path:

Customer Mgmt Delivery process.


Delivery Process Screen

1. Click the new button.

2. Double click to select the delivery boy and vehicle from the popup
window.

3. Select the Salesman, Delivery route and Sales route by clicking the
Checkbox against each field.

4. By default option of status will be delivered , but you can alter the
status by double clicking on this field. The available options are Delivered,
Cancelled, Partial

5. Click the save button Bill Delivered Successfully.


 Collections Register:-

 Collection is process of making the collection and entry of the retailer


against Delivered bill and different mode of collection are like Cash,
Cheque.

 Customer Management-Collections and Register.

 Click new button.

 Double click to select the vehicle and Collected boy name from the
popup window.
 Select the Salesman, Delivery Route, Sales route and Retailer by
checking the check box.

 Click the populate bills button to populate pending bills based on the
Filter set.

 Check the check box to display pending amount of every bill in the cash
column filled otherwise you can manually enter the collected amount in
the same filed.
 Click the save button.
6) Sales Return:-

 Sales return is used to enter Returned Products from the Retailers. Sales
return can be taken Full bill return or Partially bill return.

 Path of Sales Return:

 Customer Mnagement-Sales return


1-Click on new button.
2-Double click to select the bill number from the popup window.
3-Select the sales reteun mode.
4-Select the stock user type based on the type of return and enter the
quantity in the quntity filed for each line item you want to return press
the < Enter> key go to the reason colume filed.

Note:- Sales return User Stock type automatically load Unsaleable if Bill
more than 7 days.

7) Bill Print:-

 Bill Print done at any movement after billing.


 Check below path for Bill Print.

Reports  Bill Print


 Below are Bill print window in which need to select Bill date range from
date and To date.
 Bill Selection window there are two window Range and Selected bill by
using range field we slecet range of bill which range bill need to print.
 For particular bill need to print need to select in selected Bills window

8) Debit note top sheet process:-

 Debit note need to generate next day after month end process.
 After month end do sync and next day generate debit note.
 After save and confirmed debit note next day console document
reference no downloaded.
 After Console Doc ref No Downloaded user able to export to pdf debit
note.

 Click on claim mgmt -select debit note top sheet


 After clicking on debit note option below mention page we get open

 Click on new-select year and month-click on populate-debit note we get


generate
 Click on save opetion then next day console document no generate-click
on export to pdf.

9) Retailer Master Addition:-

HOW TO ADD RETAILER IN RETAILER MASTE


1. After you login to corestocky(SEHYOG),Select ‘Retailer
master’ in ‘Customer Management’

2. Click on ‘New’ to add new retailer.


3. Fill the General details of the retailer knowing that the fields marked
with “ * ” are mandatory, which is part a of retailer info.

4. Click on next section ‘Route’ to fill in ‘Delivery route’ and


‘Merchandising route’ Details.
5. To add the ‘Route’ in Route details click on ‘+’ for route
options, it is same with merchandising route.

Note that all fields marked with ‘*’ in this process are mandatory.
6. Click on class and category to get forward into the

process to fill in the retailer class and category derails.

Note that all field marked with ‘*’ are mandatory.

7. Wherever there are ‘+’ signs select them so that they show
you options to select for adding the routes.
8. Click on others and merchandising and fill all the fields with proper
information.
9. UDC is the last process, click on UDC and fill all the
fields. To select fields double click on boxes to show
options and select one.

10. After going through all the sections and filling the information when
you are done click on ‘save’ and the retailer will be saved in you
corestocky.
• IF you follow above mentioned steps it will be easy to create new
retailer in retailer master.
• After adding retailer, the retailer will not be available immediately, You
are able to make only one bill to WS after that you have to take approval
from ZONAL SALES OFFICER (ZSO or ZSM), after that retailer will be
available for billing and all purposes in corestocky.
• For your understanding following is an example on how to add retailer in
corestocky.
Following is an example that will help you to idealise on what and how to fill
those information.
*****THANK YOU*****

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