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USER GUIDE
SIMPLIFYING
TECHNOLOGY
WELCOME
Coral Business Solution is one of the leading business solution providers in India and Middle
East regions. We are engaged in every aspect of the Business Software.
RealSoft ERP from Coral Business Solutions, have redefined the future of many small and
medium businesses across different verticals in Middle East region and India. By using solutions
from Coral Business Solutions helps to reduce the costs and improving productivity of your
business. We assure more stability for your operations in a constantly changing business
environment.
Our ERP solution were distinguishing from other common ERP solution in terms of
Quick Implementation
Easy Administration
Business Process Scalability
Customized flow for your Business
Unmatchable Service Levels
We are also focusing on RealSoft ERP, RealSoft Contracting, RealSoft Trading, RealSoft
Manufacturing, Coral CRM, Coral Retail POS, Real Estate, Pharmacist, Club suit, Coral Lite.
Table of Contents
1 INTRODUCTION.........................................................04
2 WHY REALSOFT ERP ....................................................................05
3 ELECTRICAL CONTRACTING MODULES ..........................................06
4 ELECTRICAL CONTRACTING USER ROLES ....................................12
5 GENERAL WORKFLOW .....................................................................................15
6
BASIC OPERATIONS........................................................................17
6.1 BASIC OPERATIONS............................................17
6.2 DOCUMENT CONTROL............................................25
BASIC MASTERS..............................................................................55
8.1 ACCOUNT TYPES......................................................56
8.2 ACCOUNT HEADS.....................................................57
8.3 PROJECT CREATION................................................62
8.4 ITEM CREATION.........................................................75
ESTIMATION......................................................................................78
15.1 TAX..................................................................................................203
16
FAQ.................................................................................................209
INTRODUCTION
The RealSoft Electrical ERP is a pioneering development by the Coral Business Solution. Apart
from our wide variety of software and solutions, we also provide enterprises with world class
consulting and implementation Services The aim of this manual is to provide the method for
small and midsized companies who want to maintain their day to day activities in a systematic
way.
The User's Manual will be useful for improving collaboration, streamlining operations, reducing
costs and augmenting productivity. We give businesses the ability to successfully compete in a
constantly changing business environment.
At CBS, we are passionate about helping businesses of all sizes to achieve their ambitions by
helping them overcome day-today business challenges easily, so that they can focus on taking
their businesses to the next level. Our expert staff is focused on using their experience and
skills to deliver solutions that will work wonders for your business.
ELECTRICAL CONTRACTING
MODULES
Material Procurement
Administration Module
Subcontracting Module
Estimation Module
BOM Management
Production Module
Billing Module
Estimation Module
Electrical estimating is the art of predicting how much it will cost to do an electrical project.
Estimating is a very important skill set to have if you want to stay in your business. RealSoft
ERP provides you the best platform to prepare estimation for your tender.
Billing Module
RealSoft ERP Billing module helps you to bill in different ways (Part wise Billing, Percentage
billing, etc).
Purchase&Inventory
To keep your retail business running smoothly, you need a cost effective inventory
management system. Coral solutions can help you improve inventory management
processes. Coral Inventory is an extended inventory module for all kinds of industries like
general trading, drugs and pharmaceuticals, automotives, etc.
MaterialProcurement
Coral Procurement allows organizations to integrate supply activities across enterprise
functions and helps procurement become a business-critical activity. Coral Procurement
enables organizations in engaging key users and suppliers to leverage for better spend
compliance. It delivers significant cost savings by improving order processing efficiencies
and contract compliance.
BOM Management
It facilitates to enter detailed Bill of Material and variations (both quantities and amounts) of
the project. It allows different stages of quantity and cost break down as Project, Stages, Sub
stages & Cost Unit. This is helpful in comparing and controlling job cost. Option of having
revised and targeted budget. Option of lump sum value for some items where quantity
measurement is not possible.
Job Costing
Job costing is the process of tracking the expenses incurred on a job against the revenue
produced by that job. Job costing will generally applicable for the industries like Electrical
Contractors,
Panel
Builders,
building
contractors,
Air-conditioning
Contractors,
subcontractors, architects, consultants, etc. The Job costing reports in RealSoft ERP helps
you to ensure that all costs involved in a job have been properly invoiced to the customer. An
Estimates vs. Actuals report compares quoted costs to actual costs, and quoted revenues to
actual revenues so that you can analyze any variances between your quote and the actual
result.
Material Cost
Cost of the material incurred for a project. It is tracked from purchase and Inventory module.
Machinery Cost
Tracked from P&M rents paid and its depreciation.
Subcontracting Module
Subcontracting module in RealSoft ERP helps you to maintain your subcontractors by
providing Subcontractors Quotation comparison option, easily handling of subcontractor
advance project wise, subcontractors outstanding details etc.
Job Revenue
This will facilitate to make invoices based on the percentage of work done in various stages
and Sub stages of a project. This will take care of variations, retention receivables, advance
deductions etc. Related accounting will be done automatically.
wastage at work. This will show in which stages and sub stages you made a profit or loss.
This statistical data will help the estimators to prepare a better future tenders.
There are many alerts in the system like budget exceeding, Payable reminders, PDC alerts,
receivable alerts, alerts to the MD if LPO approval is pending.
Smart Linking
Smart linking is a tool to synchronies databases between multiple remote instances of Coral
RealSoft ERP. This tool will allow the users to work locally and to update the entries to
desired location after that. This is an effective way of connectivity between locations because
users can attain more speed and accuracy. Moreover all the locations will have the same
feeling that they are working in the same office.
Following are the User Roles identified for smooth running of the system:
Sl No
Role Name
Duties
Should manage all system level activities from the user end.
Should assign access privilege for the users in a system.
System
Administrator
Estimator
Should feed all the material requisition from the site with its job
and other information.
Should notify the supervisors if there any mistakes in requisition
and should correct it.
Should file the computer generated print out of MR with actual
document from the supervisor in a file.
All the required information like project name, stage name, items
with qty, due date etc should enter carefully.
Should report all kind of system or functional issues to system
administrator for immediate solution.
Should prepare PO against the MRs and take the approval from
the authorities.
Procurement
Store Keeper
Payroll User
Should process the payroll by using the software and should post
the payroll voucher to the system.
Should print the pay slips from the system and distribute salary to
the labours.
6
7
Accountant
GENERAL WORKFLOW
BASIC OPERATIONS
The following steps will shows how to start with RealSoft ERP,
Double Click on the icon of RealSoft ERP. The software gives an option to open your
company. Right side of the window will show current and previous financial year. Select the
appropriate company and financial year. Click on the button Open to open the selected
company.
The software will now shows a login option .Here you can login with your user name and
password. It will protect all the critical information between users in your company
Now you will enter into the home page of RealSoft. In the homepage you will get all
information of your company, the database details, financial year, version number and the
logged user. The left side of the home page is the main options where you can directly go
through from it by clicking it.
Navigator: Through navigator you can navigate to some basic reports, documents and
masters, module wise, easily by clicking it.
Business Intelligence: It is one of the advanced features of RealSoft. Here you will get
graphical representations of all the transactions in your company in different modes. You can
format it according to your need.
You can compare different reports likewise and know the current status of your company.
Authorization: Allows you to delegate authority to different level of users and to restrict
the document access to next level.
Above picture shows the Authorization area. At the top portion we will get the List of pending
approvals, rejected lists and accepted lists. If you want to authorize any document select that
particular document at the top portion. You will get the Document Details at the bottom. After
checking it just click accepted or rejected or hold or none as your need.
Alerts and schedules: Alerts and Schedule is an option to set user wise schedules and
alerts.
Execute Command :
Execute command helps you to use shortcut keys. Shortcut keys are used for getting
documents, reports and master details. In Execute Command type help and press enter .It will
list out all the shortcuts and its description.
Document Control
USER MANAGEMENT
AND PRIVILEGES
USER MANAGEMENT
This module helps to understand how to create a user and setting privileges for users.
Privileges are used to provide the accessing and denying permission of documents,
configurations, reports etc. Steps to reach the user management module is illustrated below,
Begin--Manage Users
In this module it will provide the following provisions,
1)
2)
3)
4)
5)
6)
Create User
Enable User
Erase Password
Configure Group
Other Settings
Disable Privileges
1) Create User
To create new user, need to specify the user name, user code, password, Email id for
creating the user.
2) Enable User
The tick mark on the field Enable will enables the corresponding users.
3)
Erase Password
The tick mark on the field Selected will disable the corresponding users.
4) Configure Group
We can create a group having number of users and can provide permission for group and
shared by all the members of the group.
a) Defaults
Select voucher type and set default cost center : It is used to set the default cost center of a
voucher.
Set default voucher type : It is used to set a voucher as default when the user is logged on ,it
will automatically popped up.
b) Display Status
The tick on the field status display will shows the details to the corresponding
documents when an entry is made.
c) Block A/c
The field Blocked will have the following permission for denying or accessing a
particular account. Eg : Allowed, Block All, Block amount, Block Searching
d) Block Docs
The field Blocked will have the following permission for denying or accessing a
particular document. Eg : Allowed, Block All, Block amount, Block Searching
e) Active In
It will shows active branch of the user.
f) Cost Center
It will shows the cost center of the user.
6) Disable privileges
We can manually disable the privileges of the menu bar as well as the documents by
ticking in the disabled field.
PRIVILEGES
Privileges are used to provide the accessing and denying permission of documents and
related things. We will have a better understanding while seeing the following figures.
By ticking the crossed item , we can enable the items (Ticked) and gets the privileges
for changing the settings.It is illustrated as follows.
Crossed
Ticked : By clicking on the crossed image.
1) Begin
for open manually editing the Preference item from the Begin menu.
Similarly, If tick is made for Backup, Restore, Change My Profile, Close All,
Import/Export then the corresponding user will gets the privileges for manually
taking back up of the data base, restore an existing data base, user profile, close
all document, importing data from some other sources to our application and also
export document from our application to sources.
2) Configure
By ticking the crossed items in the configure menu , we can enable the items (Ticked)
and gets the privileges for changing the settings in configure item and as follows. We will
explain the configure option after the following screen shots,
10
11
12
13
14
15
16
17
18
17) Opening Balances -It is used to access the opening balances and its creations. It can be
explained with the following figure,
Let us consider the purchase order document, we can explain the access privilege and search
type as follows (it is similar for all documents),
Access Privileges
We can explain the Access Privilege in terms of Purchase Order (Similar for all documents) as
follows,
1) New It is used to create new Purchase Order .
2) Modify - It is used to modify Purchase Order.
3) Delete -It is used to delete the Purchase Order.
4) Print -It is used to print the Purchase Order.
5) Status Change -It is used to change the status of Purchase Order.
6) Against Entry -It is used to access the against entry from Against menu
7) Adjustment -It is used to make adjustment on Purchase Order
8) Modify Inventory-It is used to modify the inventory
9) View Inventory Entry -It is used to view inventory entry
10) View Journal Entry -It is used to view journal entry
11) Edit Rate -It is used to edit the rate column of Purchase Order
12) Change Payment Mode - It is used to change the payment mode like cash, credit and
bank.
13) Allow Zero Rate Entry -It is used to enter the zero entry on rate column
14) Source and Destination columns are Mandatory-It is used to make mandatory as source
and destination column.
15) Disable voucher number editing -It is used to disable the voucher number editing.
16) Do not block if budgeted limit exceeds- It is used to allow if the budgeted limit exceeds.
17) Permit entries other than against entries - It is used to allow other entries.
18) Modify adjusted entries -It is used to modify the adjusted entries.
19) Modify Approved document It is used to modify document approved by some other
persons.
20) Modify rejected document -It is used to modify the document rejected by some other
persons.
21) Budgeted control - It is used to control the budgeted cost for account heads.
22) Check Stock -It is used to check the stock
23) Override Authorization - It is used to override the authorization.
24) Allowed to open non related documents -It is used to open non related documents other
than Purchase Order.
25) Change cost unit -It is used to change the cost unit.
26) Create predated entry - It is used to enter the entry of previous dates.
27) Modify predated entry - It is used to modify the entry of previous dates.
28) Delete Predated entry - It is used to delete the entry of previous dates.
29) Post FY Entry - It is used for enable to create the entry on next financial year.
30) Exchange rate modification - - It is used to modify the rate when handling multiple
currency.
31) View Margin Amount - It is used to view the margin amount column in document.
32) View Margin percentage - It is used to view the margin percentage column in document.
33) View Margin unit - It is used to view the margin unit column in document.
34) Allow below cost entry - It is used to allow entry of below cost.
35) Reprint document - It is used to enable the reprinting of document more than one time.
36) View cost -It is used to view cost
37) Deny to exceed credit limit It is used to deny the credit limit exceeding.
38) Statistics - It is used to view the statistics menu of Purchase Order.
Search Types
We can explain the Search Types in terms of Purchase Order document (Similar for all
documents) as follows,
1) Bill of entry numbers It is for search the Purchase Order with entry numbers of
Purchase Order
2) Contacts - It is used to search the contacts.
3) Cost Centers - It is used to search by cost centers with cost center name and cost center
code.
4) Cost Centers transaction -- It is used to search by cost centers transactions
5) Cost Unit - It is used to search by cost unit
6) Currency - It is used to search by currency
7) Document Name - It is used to search by document name
8) General Ledger Code - It is used to search by Account code.
9) General Ledger Name- It is used to search by Account .
10) Item Batch Code- It is used to search by Item Batch Code
11) Item Batch Name- It is used to search by Item Batch Name and without item class
12) Item Related Unit - It is used to search by Item related unit
13) Items -It is used to search by Item or without item class
14) Items Basic Search-It is used to search by Items
15) Project/Jobs - It is used to search by projects or jobs
16) Taxes - It is used to search by taxes
17) Units - It is used to search by units
18) Vendors and customers - It is used to search by Vendors and customers
3) Configure
By ticking the crossed items in the Configure menu, we can enable the items (Ticked)
and gets the privileges for changing the settings in Configure item and as follows.
4) Activities
By ticking the crossed items in the Activities menu , we can enable the items (Ticked)
and gets the privileges for changing the settings in Activities item and as follows.
5) Analysis
By ticking the crossed items in the Analysis menu, we can enable the items (Ticked) and
gets the privileges for changing the settings in Analysis item and as follows.
6) Reports
By ticking the crossed items in the Reports menu, we can enable the items (Ticked) and
gets the privileges for changing the settings in Reports item and as follows.
7) Utilities
By ticking the crossed items in the Utilities menu, we can enable the items (Ticked) and
gets the privileges for changing the settings in Utilities item and as follows.
8) Help
By ticking the crossed items in the Help menu , we can enable the items (Ticked) and
gets the privileges for changing the settings in Help item and as follows.
9) Todays Summary
By ticking the crossed items in the Todays Summery menu , we can enable the items
(Ticked) and gets the privileges for changing the settings in Configure item and as
follows.
BASIC MASTERS
ACCOUNT TYPES
The steps for creating an account type as follows,
Configure->account Type
Main options
1. Account Type: It is a group of heads with same functions. Eg: Cash in hand, current asset,
debtors etc
2. Code: we can set different code for different types.
3. Status: can set the status.
4. Parent account type: Collection of similar acc Types is called Parent account type. For egShort term liabilities is the parent account of creditors.
5. Cost centers: We can allocate cost centers for different account types.
ACCOUNT HEADS
Main options
1. Account name: Account name indicates the name of the account head
2. Code: Here we can give unique code for different account heads
3. Status: set the status of account head
4. Account Type: It is the account type of that particular account head.
5. Address: Address of that account head
6. Contact: Here we can set the details of main contact person and other contacts.
7. Other Details: Here we can set Credit limit amount and due date for a particular purchase to
a supplier.
8. Account Details: Here you can note A/c name, A/c No., L/c facility amount which is a
security amount related to importing and exporting between different countries. Chq. Disc.
Facility Amt limit of the cheque discount amount for customers
1. Opening Balance
Here you can view details of opening balance of that particular account head.We can view Ref
date ,Reference,chq No,Due date,Debit ,creditand exchange rate.
2. Budget
Here we can set budget amount for every month for a particular account head. Eg - we can give
budget amount for a particular expense and can
3. Cost centers.
Here we can set default cost centers for different account heads
We can make the account head visible in multiple branches of that company.
4. Settings
1. Accounts related to branches: Here we can set same account type separately in different
branches. If branch is selected then this account head will only be listed in that particular
branch.
2. Default charge items as control Account: Deductions & additions are automatically
updated
3. Parent account head: Here we can specify the parent account head like parent account
type.
4. TIN: Tax-Payer Identification Number
5. CST NO: central sales tax number.
PROJECT CREATION
A project may be executed in a number of steps. Each step in RealSoft is expressed by means
of stages. Each stage may have number of sub stages .Before creating a project, we should
have to create stages and sub stages depending
following figure will show how a project, stage and sub stages are related.
Configure-Stage
Steps
Creation of Project
Let us have a look on how to create a project in RealSoft. We can create multiple projects in
RealSoft. To create project you have to take project from configure menu.
Configure->Projects
The basic fields are given below. To create a new project first click on the New button. Then enter
the required fields.
1. Customer: First you should select the customer to create a project.
2. Project type: In order to set the project type you have to first set it on the project type master in
configure menu. You can select it over here. Eg: Government project, Flats, departments etc.
3. Code: You can set a code to identify your project.
4. Project Name: You can manually enter the project name here.
5. Project Size: You can set the project size in any format.
6. Status: Here you can set the status of the project-Active, Inactive, Draft, deleted, completed.
7. Currency: You can set the currency used for transaction.
8. Start date: Can set Start date of the project.
9. Finish Date: Can set Finish date of the project .
10. Amount: Here you can set the work order amount manually.
11. Configure: Here you can configure the complete. A project is divided into different stages and sub
stages. In RealSoft You can set it separately. To set the stages and sub stages you should set it
in the stages and sub stages master from configure menu. Then only you can give it to a
project.
The steps are given below.
There are 10 tabs in the project window. They are
1) Configure
2) Details
3) Budgeting
4) Invoicing
5) Custom Fields
6) Defaults
7) BOQ
8) Documents
9) Statistics
10) Users
1. Configure
The configure menu helps to create project stages and sub stages. It can be explained with the
following figure,
By clicking on the Stage we can create stages.
By clicking on the Sub Stage we can create Sub stages.
Delete: We can delete stages or sub stages by simply clicking on the delete button.
Example:
Consider the following project of supply and installation of switch and socket,
Project: enter your project name
Stage : Switch and Socket
Sub stage: supply, Installation.
You will get more idea about the project creation while seeing the following figure,
Steps
First enter the details of the project you are going to create
Select the Configure menu
Click on the region numbered as 1 and click on the corresponding row to create the stage of
the project, here the stage is Switch and Socket and enter the following,
1. .Select the stage from title column
2. Enter the short name of the Stage on Short Name column.
3. Enter the scope and finish date of the Stage.
4. Select the Status field as Active, otherwise the stage will be in inactive or
completed stage.
Click on the region numbered as 2 and click on the corresponding row to create the sub
stage of the project, here the sub stage 1 is Supply and enter the following,
1. Select the sub stage from title column
2. Enter the short name of the sub stage 1 on Short Name column
3. Enter the scope and finish date of the sub stage 1.
4. Select the Status field as Active, otherwise the sub stage 1 will be in inactive
stage
Click on the region numbered as 2 and click on the corresponding row to create the sub
stage of the project, here the sub stage 2 is Installation and enter the following,
1. Select the sub stage from title column
2. Enter the short name of the sub stage 2 on Short Name column
3. Enter the scope and finish date of the sub stage 2.
4. Select the Status field as Active, otherwise the sub stage 2 will be in inactive
stage
2.Details
The details menu will shows the description of the project.
3. Budgeting
The budgeted menu will shows the actual budgeted cost for the project in the Amount column.
4. Invoicing
The invoicing menu will shows the current invoiced details of the project.
5. Custom Fields
We can create custom fields for projects and it will be listed in the custom fields tab of project
menu.
Example:
The steps for creating a custom field Site Address as follows,
6. Defaults
The default tab will list all the available cost centers
7. BOQ
BOQ tab will BOM details prepared for the project.
8. Documents
The document tab is used to specify the different documents in the project ,keeps its expiry
date, issued on date and make alerts when the expiry occurs.
9. Statistics
Statistics in the project gives the details of the documents in which that particular project is
used.
10. User
You can specify the users and make the project available for those particular users only else
every user can access the project.
ITEM CREATION
Let us see how we can create items in RealSoft. There are lots of options to create items in
RealSoft. Here we are going to see one example of a stock item.
To create item go to configure-> Items
Here you can set the Name, Code, Base Unit, the class of the Item, status etc.
An example for Item Name 1sqmm Cu wire SUPER FRLS VGUARD. A code that can
identify the item easily is given or company CatLogNo .The base unit is meter i,e. the
item is measured in meters. To make the item active we must select the status active.
Another one is a description item. To create description item you must select the item
class as description item. It is used just as a description. E g: Light fittings, Cable Laying.
Activity Item is another Item class in which the item is a work, consisting of different stock
items .You can configure the activity item in the Configure item components. E g:1Light pt
+1 exhaust fan group.
The valuation method will be displayed automatically based on cost valuation that you are
using. You can give the item description in sales description.
11. You can divide the items into different categories. Item is usually created by
giving its category type and make. One example is for 1 sqmm Cu wire
SUPEREX FR-RR item the category type is SUPEREX FR and make is RR.
12. Click on the tab Pricing/category->category
13. Here you can add categories. To make categories you have to first define
categories in Item categories. Configure-> Item category ->Define category. Then
it will be displayed here.
Here we can specify the make of the item, category type, category of the material,
license category like class 1, supervisor grade A etc.
Parent items: We can allocate item to a parent item where it must have the same base
unit as that of the child item.
Can allocate items to different cost centers like projects, Branches etc.
UNIT DEFINITION
Here the item is given a unit in which it is packed. Here the item 1sqmm Cu wire
SUPEREX FR-RR is packed as a unit called coil. The unit Qty of the coil is specified as
90 which means, 1 coil =90*base unit I,e.90meters of 1sqmm Cu wire SUPEREX FRRR. You can also specify the unit rate.
ESTIMATION
ESTIMATION
Electrical estimating is the art of predicting how much it will cost to do an electrical project.
Estimating is a very important skill set to have if you want to stay in your business. In RealSoft
you will get the most advanced & efficient way of estimating the cost.
The method of estimation followed by RealSoft is given below.
1. Enquiry
You receive enquiries from both Private and Government customers. You could classify the enquiries
in two types
Type1 Enquiry from Private Customers.
Type2 - Enquiry from Government Customers.
Both these types make enquiry based on works. You can divide these works into description only Item
(stage) and activity Item (sub-stage). You can enter Item wise the quantity, rate, labour cost etc based
on the enquiry and can save the enquiry to a particular customer. First item must be description only
item.
Eg:
Cable Lying
-- Description Item
1x6 cu +20mm PVC -- Activity Item
you
of
way
is
that
you
can
create
it
manually.
Steps
Select
Reports -> Custom
reports
Select the custom report stage
& sub stage creation. The stages and sub stages will be created automatically from the enquiry
(Illustrated in Fig (A)).
Select Custom report Project Creation, select the enquiry on which we need to create project and
press ok button. Project will be created with the details from that particular enquiry.
Select the menu Configure- project. ((Illustrated in Fig (B)).)
Click on the Open button and select the project based on the enquiry.
Click on the modify button (do not make any modification for stages and sub stages) and save (It
is illustrated in Fig(C)).
Fig (A)
Fig (B)
Fig (C)
3. Rate update
This document is prepared by the estimation department to get rate for material needed for a work.
Estimation department will update this document as market rate varies. This rate is taken to the item as
the latest rate entered in Rate Update. Here you have the options for specifying discount and tax.
7. Estimate BOQ
Estimate BOQ is a document for estimating the rate of all items (except panel items) in a project. Here we
use Alt+e command to access the data of items in a project. To make the estimate BOQ first you have to
press the Alt+e.Then an option to select the project will come. You can select the project you want to
estimate. There you will get the details of all the stock items of each substage in that project .The rate will
be taken from the rate update automatically. The items, rate, Quantity, discount. amount and the substage
will be displayed .If the item is not there in the configure item components or is a new item ,you can directly
specify there. Also you can modify the rate of the items manually. The sub stages must be given row wise
for new items.
8.
Quotation
Quotation is the final document in estimation .Here also we are using alt+e command to access data.
Quotation will be based on the enquiry .While pressing alt+e you will get an option to select the enquiry.
You can select the enquiry and based on the the enquiry the complete list of items will be displayed activity
wise. The rate will be taken from the estimate Boq and panel estimation checking. You will get a view same
as that of enquiry with rate details..Here you can add material rate, labour rate, Freight%, Kvat% etc. That
comes in an item. The amount of these items will be calculated automatically. You can simply enter these
details manually and can save this quotation and give it to the customer.
Select the parameters as given above and click ok. You can use other parameters to filter the report.
9. Work order
Work order is the document used to note the work order that you are getting. Here also we are using the
alt+e method to get data from quotation. You can select the quotation to which the work order has to be
produced. Here the rate with added profit will be displayed instead of cost .All other fields in the quotation
will be omitted. The amount will be the added amount of material and labour and you can allocate it to a
certain project.
ReportsCost
CenterBOM.
Select
the
parameters
as
given
below.
Then
press
ok
BILLING
Billing is the next step after work order. You can bill part wise or fully. Here in RealSoft you can
use 3 documents for this purpose.
1. Pro forma invoice
2. Customer invoice
3. Work amendment
1. Pro-forma invoice
This will provide details about the work to customer and the amount that projects team is going
to invoice .You can use this document for part wise billing. Pro-forma Invoice is prepared using alt+e
against method to bring measured work and its measured quantity. Here you can give the percentage
of work done activity wise and also the material amount and labour amount for that work. This
document is prepared by projects. You must allocate the project.
Steps
Material Amt, Labor Amt, VAT, Service Tax, Material Amt+ VAT, Labor Amt+ S.Tax
Click on the Save Button
2. Customer invoice
Here you can do the actual billing. You can give the total project invoice and also can
bring items from different pro-forma invoices and can edit the rate based on the actual billing
.you must enter it manually. You can allocate project for each customer invoice. This invoice is
prepared to book the revenue for the projects. This document will make the customers to
receivables group and will receive payment against to this document. This document should
send to the customer after getting the approval from Finance manager and Project Manager.
Customer Invoice is prepared manually by entering the work and its measured quantity. Project
is a must here.
Steps
ReportsRegistersSales Register
Select the parameters as given above and click ok. You can use other parameters to filter the report.
3. Work amendment
Work amendment is a document used to enter the additional work after the work order is placed. You can
enter the item details in it. Also you can allocate project for which the amendment came. Based on this
amendment you can do pro-forma and customer billing. You must allocate project .
Steps
The following work flow will helps to understand how the RealSoft ERP will handle the
purchasing.
Here we listing the basic documents used in purchase department of RealSoft as follow,
1) Material Request
2) Purchase Order
3) Goods Receive Note
4) Purchase Invoice
5) Purchase Return
6) Amendment
7) Direct Purchase Invoice
8) Direct Purchase Return
9) Delivery Chelan
10) Material Return
1)
Material Request
The Material Request document is prepared by the project site supervisors when they require
materials for executing their work at site. The stores in charge have the authority for issuing
items from the store. The store in charge will check the materials whether they exceeds the
items specified in the bill of material document before issuing it. The system will deny the
exceeding of items listed in the bill of material document. It helps to control the cost of the
project.
In Material Request document we will get the following datas from BOM (Bill of Materials).
1) Item
2) Quantity
3) Unit
Steps
Select Material Request document
Select New option from bottom.
Select Customer then automatically comes the Against Vouchers option. Select the
voucher type from Against Vouchers (Here the voucher type is BOM, because the
Material Request is inherited from BOM) then select the voucher number.
Or manually select the BOM from Against menu
Against--Against Voucher--Select voucher type (BOM)--select the voucher--ok
Select the appropriate project from option--Voucher Defaults-Project
Click on the Save Button
Reports
1. Material Request Report.
It will help to get all the details of the material requested. Steps for getting the Material Request
reports as follows,
ReportsRegistersPre-Sales Registers
Set the following parameters in the figure
2) Purchase Order
Purchase Order (PO) is a commercial document issued by a buyer to a seller, indicating types,
quantities, and agreed prices for products or services the seller will provide to the buyer.
Sending a PO to a supplier constitutes a legal offer to buy products or services. Acceptance of a
PO by a seller usually forms a one-off contract between the buyer and seller, so no contract
exists until the purchase order is accepted.
In Purchase Order document we will get the following datas from Material Request document.
1) Item
2) Quantity
In Purchase Order document we must specify the following items,
1) Ref.Rate of each item.
2) Specify/Select the tax type.
Steps
Select Purchase Order document
number.
Or manually select the Material Request from Against menu
Against--Against Voucher--Select voucher type (Material Request)--select the
voucher--ok
Click on the Save Button
Reports
1. Purchase Order Report.
It will help to get all the details of the purchase orders. Steps for getting the Purchase Order
reports as follows,
because the GRN is inherited from Purchase Order) then select the voucher number.
Or manually select the Purchase Order from Against menu
Against--Against Voucher--Select voucher type (Purchase Order)--select the
voucher--ok
Click on the Save Button
Case:
If we receive more quantity (in GRN) against purchase order, then we should create
Reports
1. Goods Received Note Report.
It will help to get all the details of the GRN. Steps for getting the Goods Received Note reports
as follows,
4) Purchase Invoice
Purchase invoice is prepared by accounts division after getting the invoice from the supplier for
the materials supplied to the company. The accountant should be entered all the required
information from the supplier invoice like invoice date, amount, against to which order(s), etc.
Accountant should make sure that store manager or site supervisor signed on the supplier
invoice after checking the items physically before entering it to the computer.
In Purchase Invoice document we will gets all the datas in the Goods Received Note document
and manually specify the rate in it.
Steps
Select Purchase Invoice document
Select New option from bottom.
Select Supplier then automatically comes the Against Vouchers option. Select the
voucher type from Against Vouchers (Here the voucher type is Goods Received Note,
because the Purchase Invoice is inherited from Goods Received Note) then select the
voucher number.
Or manually select the Goods Received Note from Against menu
Against--Against Voucher--Select voucher type (Goods Received Note)--select
the voucher--ok
Click on the Save Button
Reports
1. Purchase Register Report.
It will help to get all the details of the purchase invoices. Steps for getting the Purchase Register
reports as follows,
ReportsRegistersPurchase Registers
Set the following parameters in the figure
5) Purchase Return
This document is preparing against to the Goods Receive Note issued by the Supplier. In This
document Company Returns damaged product to the Suppliers. The Goods are return after
getting the approval from Purchase Manager.
Quantity
Unit
Rate
Tax
Steps
Select Purchase Return document
Select New option from bottom.
Select Supplier then automatically comes the Against Vouchers option. Select the
voucher type from Against Vouchers (Here the voucher type is Goods received Note)
Reports
1. Purchase Return Register Report.
It will help to get all the details of the purchase returns. Steps for getting the Purchase Return
Register reports as follows,
6) Amendment
The Amendment document will shows the additional materials required at the site, which are not
mentioned at the time of creation on Bill of Material document for the project. This document
will also affecting the cost of material and also leads to the actual profit of the project.
There are two cases in the case of additional material requisition. They are,
1)
If the Items are already in the store, the store in charge will issue the materials specified
in the amendment after getting the proper approval from the project manager.
2) If the items are not in the store, with proper approval we will raise purchase order
against the amendment.
The steps for creating amendment as follows,
Steps
Example
The additional item 25KVAR APFC PANNEL is required for the customer Sabi Engineering
Company as follows
Steps
Reports
1. Amendment Report.
It will help to get all the details of the additional materials (Amendment). Steps for getting the
Amendment reports as follows,
ReportsRegistersPre-Sales Registers
Set the following parameters in the figure
7) Delivery Chelan
This document is prepared by the store personals to issue items according to the Material
requisition given by the site engineer. The stock will be moved to the specific job after doing this
document. When the material moved to the job the cost will be automatically reflected to that
particular job.
Here we make the DC against Material Request. We will issues the Materials based on the
request from material request. If the material is not available then we makes the dc after
purchasing the material.
In DC it will shows the following
1) Item
2) Quantity
3) Rate
Steps
number.
Or manually select the Material Request from Against menu
Against--Against Voucher--Select voucher type (Material Request)--select the
voucher--ok
Manually enter the Quantity, Unit.
Click on the Save Button
Reports
1. Stock Issue Register Report.
It will help to get all the details of the delivery chalan. Steps for getting the Delivery Chalan
reports as follows,
8) Material Return
This document is prepared by the store personals against the Material Issue .
This can only be done after completion of project.
Steps
Select Material Return document
Select New option from bottom.
manually select the DC from Against menu
Select the voucher type from Against Vouchers (Here the voucher type is DC, because
the Material Return is inherited from DC ) then select the voucher number.
Manually enter the Quantity, Unit, Rate.
Click on the Save Button
Reports
1. Stock Receipt Register Report.
It will help to get all the details of the material return. Steps for getting the Stock Receipt
Register reports as follows,
Steps
Reports
1. Job Purchase Register Report.
It will help to get all the details of the direct purchases. Steps for getting the Job Purchase
Register reports as follows,
Steps
Select Site Purchase Return document
Select New option from bottom.
Select Supplier then automatically comes the Against Vouchers option. Select the
voucher type from Against Vouchers (Here the voucher type is Direct Purchase,
because the Direct Purchase return is inherited from Direct Purchase) then select the
voucher number.
Or manually select the Direct Purchase from Against menu
Against--Against Voucher--Select voucher type (Direct Purchase)--select the
voucher--ok
Manually enter the Quantity, Unit, Rate.
Click on the Save Button
Reports
1. Direct Purchase Return Report.
It will help to get all the details of the direct purchase returns. Steps for getting the direct
purchase return reports as follows,
It will help to get all the details of the godown wise stock items. Steps for getting
the Godown wise Stock Reports as follows,
MACHINERY TOOLS
MANAGEMENT
1)
2)
3)
4)
5)
6)
7)
Configure-item
Click on the New button
Enter the Item Name of the item (eg: driller)
Select the Pricing/Category from the item tab menu
Select the categories tab
Select the Item Category as Machinery Tools
Click on the Save button
Activities-Opening Stock
Click on the New button.
Enter the item, qty, unit, rate
Click on the Save button.
Step
available stock)
Select the project from Option menu
Option-Voucher Defaults--Select the project--ok
Click on the Save Button
Reports
1. Machinery Tool Request Report.
It will help to get all the details of the machinery tools requested. Steps for getting the Machinery
Tool Request reports as follows,
the voucher--ok
Enter the Quantity, unit
Reports
1. Machinery Tool Issue Report.
It will help to get all the details of the machinery tools issued. Steps for getting the Machinery
Tool Issued reports as follows,
voucher--ok
Enter the Quantity, unit, and amount.
Click on the Save Button.
Reports
1. Machinery Tool Return Report.
It will help to get all the details of the machinery tools returned. Steps for getting the Machinery
Tool Return reports as follows,
PAYROLL MANAGEMENT
PAYROLL MANAGEMENT
RealSoft HR & Payroll module is a complete suite of Human Resource Management system. It
handles enterprise-wide core human resource activities such as employee management,
attendance & payroll, leaves, tours & travel management, and loans and advance management.
1.
Creation of Employee
When we creating an employee we should specify the following steps,
Steps
Select the menu Configure-PayrollEmployees
Click on the New button
Enter the employee name and personal details.
Check the Status field of the employee it should be active .The different status
field are follows,
Active If the status is active the employee will active on all documents.
Inactive If the status is Inactive the employee will inactive on all document.
Deleted If the status is deleted the employee will be deny from all document.
Terminated We can use the status terminated for the terminated employee.
Resigned We can use the status resigned for resigned employee.
Abscond We can use the status abscond for absconded employee.
1. Enter the expressions for Allowances : We can enter the allowances in two ways in the
expression field
1. Directly enter the allowance amount.
2. Generate the expression for calculating the allowances in the expression
field of corresponding allowances.
Eg:
If we are calculating the PF Allowance (12% of Basic Pay) can be expressed in the
2. Enter the expression for Deductions: We can enter the deductions in two ways in the
expression field
1. Directly enter the deduction amount.
2. Generate the expression for calculating the deduction in the expression
field of corresponding deduction.
If we are calculating the Employee Provident Fund (12% of Basic Pay) can be expressed in the
expression field of Employee Provident Fund as follow
BP * .12
Reports
1. Employee Details Report.
It will help to get all the details of the employee. Steps for getting the employee details reports
as follows,
ReportspayrollEmployee Details
Set the following parameters in the figure
ReportsmastersEmployee List
Set the following parameters in the figure
2. Allowances
Allowance is a piece of something given to a person, usually in relation to money or goods in
exchange for service. It helps to calculate different allowances based on their basic pay.
To add an allowance field needs to follow the following steps and it will automatically comes in
the Allowance field of the Leave and Allowance sub tab of Details tab.
Steps
Select the menu Configure-Payroll-Allowances
Click on the New button
Enter the name of Allowance
Select the status
Select the appropriate Allowance Account Head
We can also make expression for calculating the allowances. It should be entered
in the General Expression field if required and also we can make functions for
processing.
Select the Allowance Account Head as House Rent Allowances
Note
If the HRA is calculated based on 10% of basic pay, we can use the following expression in the
General Expression field
BP*0.10
3. Deductions
Payroll deductions are deductions that the employer makes from employees pay cheques.
Deductions are either voluntary or involuntary. It helps to calculate different deductions based on
their basic pay.
To add a deduction field needs to follow the following steps and it will automatically comes in the
Deduction field of the Leave and Allowance sub tab of Details tab.
Steps
Select the menu Configure-Payroll-Deductions
Click on the New button
Enter the name of Deduction
Select the status
Select the appropriate Deduction Account Head
We can also make expression for calculating the deductions. It should be entered
in the General Expression field if required and also we can make functions for
processing.
Select the Deduction Account Head as Employee Provident Fund
Click on the Save button.
Note
If the Employee Provident Fund is calculated based on 10% of basic pay, we can use the
following expression in the General Expression field
BP*0.10
processing.
Click on the Save button.
Steps
Eg: Steps for creating a Leave Entry for the Jayasuma Jayakumar as follows,
Employee - Jayasuma Jayakumar
Leave Type - Absent
From Date - 12/11/2013
To Date
- 12/11/2013
Select the menu Activities-Leave Entry
Click on the New button
Select the Employee as Jayasuma Jayakumar
Select the Leave Type as Absent.
Select the From Date as 12/11/2013
Select the To Date as 12/11/2013
Click on the Save button.
ReportspayrollLeave Summery
Set the following parameters in the figure
6.
ReportspayrollEmployees on leave
Set the following parameters in the figure
The labour payroll processing is based on the labour attendance entry. There are two situations
in the case of attendance entry
1) Labour Attendance Entry
2) Employee Attendance Entry at site by site engineers.
Eg : Here demonstrating the steps for the labour attendance entry on 21/09/2013 as follows,
Steps
Select the menu Activities-Attendance EntryLabour Attendance Entry
Click on the New button
Select the Labour
Enter the Hrs, HOT hrs, OT hrs and the project of the respective labour.
Click on the Save button.
7. Payroll Processing
Payroll is the sum of all financial records of salaries for an employee, wages, bonuses
and deductions. Payroll refers to the amount paid to employees for services they provided
during a certain period of time. In RealSoft we will get the payroll processing in a single button.
In RealSoft there are two ways of payroll processing
1) Employee Payroll Processing
2) Labour Payroll Processing
1. Employee Payroll Processing
In RealSoft the employee payroll processing is based on the leave entry of employee.The
employee payroll processing steps are illustrated follows,
Steps
Select
processing
Click on the New button
Select the Form date and To date for payroll processing.
Check the pay type is Monthly.
Click on the Process Payroll button
Click on the save button.
the
menu
Activities-Payroll
Processing-Employee
payroll
Select
processing
Click on the New button
Select the Form date as 01/08/2013
Select the To date as 31/08/2013.
Check the pay type is Monthly.
Click on the Process Payroll button
Click on the save button.
the
menu
Activities-Payroll
Processing-Employee
payroll
Eg: The labour payroll processing of the period 15-11-2013 to 16-11-2013 (2 days) as follows,
Attendence Details of 15-11-2013
Present SUNU KURIAKOSE, JIJO JOSE
Enter the labour attendance entry for 15-11-2013 based on the requirement
Enter the Sick leave for ANISH VK in the leave entry document for 15-112013 as follows
.
Enter the labour attendance entry for 16-11-2013 based on the requirement
8. Staff Payment
The staff payment document will helps to list all the payments given for the employees.
To add a Staff payment we need to follow the following steps,
Steps
Select the menu Transactions-Staff Payment-Staff Payment
Click on the New button
Click on the Against menu
Select the Against Voucher Type
Select the employees by ticking on the corresponding check box, here we can select
9. Salary Advance
The salary advance document will helps to list all the salary advances given for the employees
as well as the staffs. It will automatically deduct at the time of payroll processing.
To add a Salary Advance we need to follow the following steps,
Steps
Select the menu Transactions-Staff Payment-Salary Advance
Click on the New button
Select the Employee, enter the amount of salary advance.
Click on the Save button.
Eg: Salary advance Rs: 3000/- given for Jayasuma Jayakumar as follows,
Steps
salary advance.
Click on the Save button.
ReportspayrollStaff Advance
Set the following parameters in the figure
Steps
Select the menu Transactions-Staff Payment-Salary loan
Click on the New button
Select the Employee as JayasumaJayakumar, enter the amount as 3000 of
salary loan.
ReportspayrollStaff Advance
Set the following parameters in the figure
ReportspayrollStaff Advance
Set the following parameters in the figure
SUBCONTRACTING
MANAGEMENT
SUBCONTRACTING
You can give work to sub contractors. In RealSoft you can use four documents for
subcontracting. Below shown is the basic work flow of sub contracting. First the incoming
quotation from subcontractor. Then based on the quotation you can place work order. Then the
measurement of work and invoice to the subcontractor.
Select the parameters as given above and click ok. You can use other parameters to filter the report.
Select the parameters as given above and click ok. You can use other parameters to filter the report.
3. Subcontractor invoice
This is same as that of normal job invoice. Here you can give the quantity and rate of different
work and invoice the work. Sub-contracting invoice is prepared by accounts division after getting
the invoice from the sub-contractor for service given to the company. The accountant should
enter all the required information from the sub-contractor invoice like invoice date, amount,
against to which order(s), etc. Accountant should make sure that store manager or site
supervisor signed on the Sub-contractors invoice after checking the job physically before
entering it to the computer. This document will credit the sub-contractor for payment and later
accounts people will make the payment by selecting the sub contract invoice. You must allocate
the project.
Steps
Select Quotation from subcontractor document
Select New option from bottom.
Manually enter item fields - Items, unit, Ref Rate, Ref quantity, Tax
Click on the Save Button.
Select the parameters as given above and click ok. You can use other parameters to filter the report.
In RealSoft we have a lot of advanced options for better accounting and finance. PD cheque handling
is one of the main features of RealSoft. Let us have a look on to the documents included in finance &
accounting.
1. Payment
2. Receipt
3. Journal
4. Contra
5. PDC Issue
6. PDC Received
7. Cheque Handling
8. Reconciliation.
1. Payment.
Payment voucher is prepared by the finance division against to various invoices received from
suppliers, miscellaneous administrative expenses, etc. While making the payment voucher,
accountant should select the respective invoice number and should allocate the amount paying
against to that invoice. This document also can be used to meet petty cash expenses also. If any
expenses paying through this voucher and which is directly for a project, it should be allocated to the
respective project carefully by the accountant after giving the information to the project manager. If it
is a cheque payment, the number and date of the cheque should be mentioned in the voucher
properly. RealSoft has a separate module track PDC issued and the entry will move to that module if
it is post dated. All payments should be authorized and signed by Finance
Manager to control the financial outflow of the company.
Steps
Select the parameters as given above and click ok. You can use other parameters to filter the report.
2. Receipt
The receipt voucher is prepared by the accountant after receiving the payment from the
Customers. The accountant should select the against invoice number when it is entering to the
computer. Every receipt should enter to the system on the same date and hard copy should issue to
the Customer after getting the signature from the Finance Manager. If the receipt in the form of
cheque which is post dated, it will automatically move to the module PDC Received for extra
confirmation.
Steps
Select Receipt document
Click New-Select Voucher No., Voucher date, payment mode
Payment modesCash
Credit
Bank
Select the account head to which the Receipt is done.
Accounts entry Enter the party from which the receipt is done and give the amount at
Select the parameters as given above and click ok. You can use other parameters to filter the report.
3. Journal
In accounting, a first recording of financial transactions as they occur in time, so that they can then be
used for future reconciling and transfer to other official accounting records such as the general ledger.
A journal will state the date of the transaction, which account(s) were affected and the amounts,
usually in a double-entry bookkeeping method. In RealSoft we can make any kind of entries to make
adjustments. Here you dont need to select the payment mode, you have to enter it manually.
Steps
4. Contra
This document is prepared by the accountant when fund movement occurring between
bank accounts and cash accounts. This document will allow you to select only the accounts in
the nature of cash or bank.
Steps
5. PDC Issue
This document is prepared by the accountant after confirming that enough fund is deposited
to the bank account to meet the post dated cheques. This is an extra confirmation for the
finance people to track their fund in banks. This document will be listed all the PDC issued from
the company will allow you to select the confirmed entries.
Steps
6. PDC Received
This document is prepared by the accountant after submitting the PDCs to the bank. This is
an extra confirmation for the finance people to track their fund in banks. This document will list all the
PDC received from the Customers and will allow you to select the confirmed entries.
Steps
7. Cheque Handling
This document is prepared by the accountant when a cheque is bounced from the bank. This
document will list all the bounced cheque from the banks and will allow you to handle the
bounced entries. There are three methods available in RealSoft when a cheque is bounced.
1. Cheque Replaced with another Cheque
You can solve it by giving another PDC.
Steps
Steps
Select the Cheque number of payment or receipt.
Select Cheque returned paid cash in the cheque handling mode
Click save.
Select the parameters as given above and click ok. You can use other parameters to filter the
report. You can create Ledger based on any account head.
2.General Ledger: Reports-Accounts Ledger-Cost centerwise
Select the parameters as given above and click ok. You can use other parameters to filter the
report. Cost center wise report is used to create Ledger based on cost center. Here in the above
figure it is given a ledger based on a project called ANJUKUNNU,SBI of account head Athul
-Sub.
Here you can create report based on account head.You can select any account type and create
the report or you can make it based on the transactions between two account heads by
specifying it in the from account and to account.
4. General Ledger: Reports-Accounts Ledger-A/c Head wise-cost center
Here you can create report based on account head and cost center. If you want the transactions
of a particular supplier in a project you can use it. It gives the details by filtering with project and
account heads.
Account Books
1. Cash book: Reports-Account BooksCash Books
Select the parameters as given above and click ok. You can use other parameters to filter the
report.
2. Bank book: Reports-Account BooksBank Books
Select the parameters as given above and click ok. You can use other parameters to filter the
report.
Select the parameters as given above and click ok. You can use other parameters to filter the
report.
4 .Cash flow statement: Reports-Account BooksCash flow statement.
Cash Flow Statement is a statement which shows the Changes in the Cash Position of an
organization between 2 periods.
Select the parameters as given above and click ok. You can use other parameters to filter the
report.
Outstanding
Select the parameters you want and click ok. You can use other parameters to filter the report.
2 . Receivables: Reports-OutstandingsReceivables.
Select the parameters you want and click ok. You can use other parameters to filter the report.
3. Payables: Reports-OutstandingsPayables.
Shows the payables, costcenter wise and account wise.
Select the parameters you want and click ok. You can use other parameters to filter the report.
Trial Balance
Reports-Trial BalanceDetailed Trial Balance.
Balance Sheet
Reports-Balance
Sheet
Reconciliation
Reconciliation is the process of analysis and adjustment of differences between the cash balance shown
on a bank statement, and the amount shown in the account holder's records or different account holders.
This matching process involves making allowances for
The following steps will shows how the RealSoft Electrical ERP will handle reconciliation
Steps
1) Select the menu Activities -- Reconciliation
2) Select the Account
3) Cross verify the two accounts and makes the adjustments.
4) Click on the Save button.
TAX
TAX
Tax is the fixed percentage of amount as revenue for the government according to
purpose of work or commodity etc. There are different types of taxes like
1. Value Added Tax(VAT)
2. Service Tax
3. Works Contract Tax
4. Tax Deducted at Source (TDS)
2. Create New tax item in item master , set which account to be reflected on sales and
on purchase. Set this item in preferences as tax item.
In RealSoft TAX can be created according to the structure government has suggested.
In tax class builder can calculate multiple taxes and interlink them to get the final
output.
Example: Consider fig (A)
Here sequence No means in which sequence the order to be shown, type name is used to
denote a particular expression and can be used in expression to calculate others in the same
tax. There is an option to write expression (Eg-0.145*<Item Amount>) . when double clicking on
expression area. Expressions can be written either by total amount or item amount. Charge
items are the tax charge items through which it will pass to the accounts. Category is used to
categorize tax, like VAT , Service Tax , Excise duty etc.
fig (A)
After creating tax need to enable tax column in documents through their document properties.
Configure->document type
In RealSoft Documents where tax is required, you need to enable tax from document
properties. After enabling tax, new column for selecting tax will be visible and can select the
taxes according to document group(E g-Purchase tax will come only under purchase
group).By double clicking the tax amount it will also show the detailed tax value.
In accounts related document when tax is selected, accounts entry is automatically generated.
FAQ
3. Click next button on the window shown above. A window will appear as shown below.
7. Select the path of the install folder that you have created before and click Install.
In Client system
Here you dont need to give the data location and the tick to the Configure Server Tools option
as in server system. Other than that, follow the same steps as in server.
A message showing could not connect to control database appearing while opening
RealSoft.
Actions to be taken
1. Check whether you are able to connect to the server( RealSoft installed PC).
2. Check whether the server name is given correctly. To check that
A message showing You dont have enough privilege while performing some action.
To perform the desired action you should first give the privilege to that particular user .To
give privilege, go to Begin-> manage users. Select the user you want to give the privilege
and select the privilege by clicking on it .A tick mark will appear against it .Then click the
Apply button and click OK. (To know more about privileges see User Management section).
A message showing Monthly closing exists on [a particular date] and remove
the monthly closing and try again later.
It was happened due to monthly closing. When we try to modify the previous date entries
then these type of messages will shown if the monthly closing property is enabled
This can be explained with the following example,
1/2x1
BOLTS Qty - 0
Unit - Nos
Click on the Save button, then we will see a message Monthly closing exist on 20
Apr 2013. Remove the month closing and try again. Details shown
below.
19/04/2013.
Hence
select
the
date
as
19/04/2013
SYSTEM REQUIREMENTS
Memory
4 GB RAM Recommended is
Monitor Resolution
Increasing the size of RAM could improve the performance of RealSoft Electrical ERP
CONTACT DETAILS
For all your queries, please Contact our support engineers.
E-mail Support
For any technical support or assistance in using RealSoft Electrical ERP, mail us at
support@realsoft.in
Phone Support
Reach our Support Engineers at the following telephone numbers:
Office
: 0484-4105574
For the latest information, releases and upgrades visit our website at www.coralme.com
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