Dashboard Added.

Updated on 11/11/2018.

Greetings!!!

Dashboard button introduced and nicely placed on on Tips page for quick overview of petrol-pump.

The Dashboard is useful to give quick view of companies standing and monitor frequently referred items organized for quick and easy access. Any organisation/petrol-pump is interested to know where their money is blocked be it in Outstanding, Stock and Fund utilization etc., or sales increases or decreased and Dashboard is very handy to get the same as quick reference.

Dashboard Button

If Tips page is not visible just Click F1 on keyboard to open the Tips Page. When you first time click on Dashboard button it will automatically configure the frequently accessed information as shown below:

Dashboard Summary View

You can select the items you wish to appear on dashboard by clicking on the Configure Tab on the above screen. Also please note the Excel button, it will allow you to export all the data in all the box/frame in different sheet on a new workbook created on you desktop. When you click on Configure tab it will show the available items to choose from in all the six boxes/frames above as per your wish as explained in below given screen.

Dashboard Configuration

The Configure tab allows you to select the Item you wish to appear in each frame, after making the appropriate selection just click on Refresh Dashboard to apply the changes to respective box/frame on dashboard. Also please note the Help/Description on each item for which the data will be fetched is explained in the textbox window on configure tab.

Also in the updated version, please find new module to analyse the customer vehicle-wise lifting to be accessed from Reports->Sales->Customer Details (CRM)->Vehicle Lifting Tab. Just select the product, appropriate period and desired quantity lifted by customer in their vehicle click on process button to get the results as shown below:

Vehicle Analysis

 

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GST Version

Effective from 1st July, 2017 the new version has been created to take care of GST requirement. The GST (Goods and Services Tax) Law warrants dealer to issue Bill/Receipt for the goods sold above Rs.200/- value clearly mentioning CGST (Central) and SGST (State) component/share of tax depending on the slab under which the item beling sold falls. As per the GST Law every dealer also has to file GSTR-1 and GST3B returns with CGST, SGST and IGST columns as the case may be.

With this there will be no new updates or release in the old version of software. The old version will be discontinued as far as new feature addition is concerned.

New Reports and Modules.

Now you can see running total  for fuel items while entering the nozzle reading for fuel items, which earlier was possible only after seeing the Shift Analysis Report or MIS page. In the Meter Reading Entry Form there is a new toggle button at the bottom called / as shown in the image below:

Meter Summary

Show/Hide Item Sales Summary for Meter/Nozzle Sale Entered

Now you can also auto print the cash sale bill/receipt, which earlier required you to first save and then print/preview the last invoice. With New button now it first saves then automatically fires the receipt to the printer, one must make sure that the printer is turned on.

Save-n-Print.jpg

Incorporated two new Tax introduced by Indian Government called SWC – Swtchh Bharat Cess and KKC – Krishi Kalyan Cess applicable on service tax. This is applicable to the petrol-pump dealers charging Processing Fees or Account Handling Charges or Account Processing Charges, etc., on the Bill amount towards the credit facility given to the customers for bill payment as a normal practice in Mumbai.

SWC_KKC

Configuration for SBC & KKC on Service Tax

With New version now you can print sales register as per meter reading with the nozzle-wise, Item-wise and Tank-wise sales reports for the selected period from Reports->Sales->Sales Register (Slips) as shown below:

Nozzle sales register

Meter Reading Sales Reports

Please find below the preview of the reports for your reference:

Nozzle Meter Sale Details

Nozzle-wise, Item-wise Sales Report Preview

Also added much needed reports for Credit Card sales as demanded by many customers…

Credit Card Report

Credit Card Sales Reports

Now you can enter the Cash Transfer by Cashier/DSM/Supervisor without the denomination but with date and time details and frequency / number of times cash transferred to tally the cash for the DSM, vis-a-vis the the fuel dispensed on credit/cc/pc basic. Please note that one can invoke this modules from Meter Reading form by clicking on the button on the Meter Reading Entry form.

Denomination

Enter Cash Denomination Summary

Also please note that now it will correctly fetch the Receipt/Payment by DSM from the voucher for the selected shift and also correctly fetches all the Credit/CC/PC indent for the respective nozzles, which earlier used to duplicate, which user required to manually set to zero (0). Also now when you manually change the quantity the value automatically calculated as per the prevailing rate and similarly quantity would be automatically calculated if user enters the value for credit/cc/pc column. This has resulted in using the ArtRM software and this form practically to actually tally cash efficiently.

Monthly P&L: The much needed and required almost by every pump dealers to check the profitability and expenses incurred at every pump, which earlier used to take lot of time to process and required to select the period or click on many keys to find the profit or loss.

monthly pnl

Monthly Profit & Expenses Summary

The ArtRM, instantly processes and populates the Profit and Expenses details for every month and also allows to export the same to Excel.

Shift Report: Additional New Reports added in Reports->Petrolpump->Daily Shift Analysis->Day Analysis (Shifts-Clubbed) as shown below and also for the individual shifts in Shift-wise Report tab.

Shift Reports

Daily Shift Analysis Reports

 

Few Updates…

The Software has been updated to optimize and give better experience of performance.

In Reports->Automation Analysis module earlier the Lost Customer used to take lot of time to generate report, now it is optimized to give faster result with accuracy.

Reports->Inventory->Stock/Product Ledger-><Stock Ledger>. Pressing <Stock Ledger> button used to ask a question, which was confusing and people used to get misled and not decide whether to click yes/no. Now software automatically decided it needs to be ReProcessed or give report from last processed. In fact you can now over-ride to Re-Process the data to give updated result. Earlier it used to take lot of time to process all the items sometimes even 15-30 minutes, Now it is optimized and gives result lightening fast and almost instantly. In-fact now one can generate daily stock movement report without wasting any time.

Reports->Accounts->Ledger Accounts is also optimized to automatically decide if it requires to fetch the data again. If you do not change the Date selection period and ledger that you want to print but wish to select different format would earlier reprocess every time you chose to select different format or just plan to print ledger with Narration or without, but now it will instantly print the result if you choose to view report with different combination of choice.

Reports->Sales->Sales Analysis is also updated to allow you to export only monthly summary data, which earlier would export all the transaction for the selected month(s) and would take too long depending on the number of transactions, now warns you of time it would take and omit exporting transactions detail thereby finishing task swiftly.

Reports->Sales->Sales Register (Credit Sales), which earlier allowed you to select only specific month, now allows you to select any period for all or selected customer and may be get details of all the bills of a particular customer in entire year and so on….

sales register credit sales

sales register

Reports->Sales->Sales Register (Credit Sales), <Sales Register Tab> is also updated with two more options a) Customer wise Item Value (Invoice_No) and b) Customer wise Item Qty (Invoice No) to extract and export customer-wise lifting details invoice wise as shown in image below:

Invoice Item Details

Invoice Item Details

Just click on the Customer Name in the Top Grid and it will list out all the Invoices for the customer with Item details in every Invoice and Just click on Export to Excel button at the bottom of the screen to export all the Invoices details as you see on the screen.

Reports->Accounts->Tax Details->Sales Tax Details, now gives Yearly/Monthly Tax analysis for purchase as well as sales along with the Category-wise, Tax% wise and Item-wise tax calculation as shown in the screen below:

Vat Tax Analysis

Vat Tax Analysis

Just Click on Export to Excel button at the bottom of the screen to analyse the data and use for tax submission.

All above requirements are also very much useful for auditing purposes.

Daily MIS on TIPS Page and Improved Workflow.

13th January, 2014

Greetings!

Wish you all a Very Happy New Year.

With the new update, now you need not worry about the Date Selection while entering Meter Reading Entry, Slip Entry, Voucher, Dip, etc., Whatever Date and Shift is selected on the TIPS page will now be set for the respective from called from TIPS page. Earlier user would forget to Select the Date/Shift and data would get entered for different Date/Shift, which requried to be Edited and so on…

Also New, Button <MIS> is Introduced Next to Date/Shift selection on the TIPS page as shown below:

Daily MIS on TIPS

Daily MIS on TIPS

When you click on MIS button you will see All the Transaction for the selected Date/Shift with Opening Cash Balance for the Selected Date/Shift and actual Cash Receipt/Payment duly Added/Subtracted from the opening balance and available Cash Balance duly computed shown at the bottom-left of the screen as shown below:

Daily MIS with Cash Balance

Daily MIS with Cash Balance

Also find new Grids, Item-wise Sales summary and Sale Type Wise Item-wise Sales Summary below the Meter Reading Grid. The best part is that all the Information displayed on the form can be exported to Excel by just pressing the <Export to Excel> Button on Bottom-Left of the Screen. Please find below the screen dump of Excel Export Screen of MIS:

Daily MIS Export to Excel

Daily MIS Export to Excel

Bulk Voucher Posting and Merge Account Ledger…

Greetings!

Release Date: 11th Nov, 2013.

Ver: 2.1.100

Club Accounts

Now you can merge two ledger with ease. There are times when user by mistake creates the same ledger account twice and after having entered vouchers in both ledgers realizes to club them and get rid off one.

To Merge two accounts and get rid off one ledger Just go to Masters->Account->Ledger Master. On the Ledger Master form you will find new Tab <Merge Ledger> as shown below.

Image

In the “Transfer Transaction From Source Ledger” frame, Just Select the Account you wish to get rid off

and

Select the Account with which you wish to merge/club In the “Merge Transaction with the Existing Ledger” frame

On Selecting the respective ledger it will show you the Ledger Entity Type, Number of entries found and opening balance entered, if any.

On Clicking the <Merge> button it will ask you to confirm the action and finally before deleting the Source Ledger, it will again ask you to confirm the deletion of the ledger.

Bulk Voucher Posting

Voucher->Auto Post Voucher Tab

At petrol-pumps daily there are repetitive work and regular expenses which is some times forgotten just due to work-load. Also at the month-end there are regular expense vouchers like salary payment which is really cumbersome for petrol-pump as there are 15-25 pump boys and entering voucher for each of them is really time taking.

We have tried to simplify the above process by allowing user to select the multiple ledger accounts and create the list of expenditure for which you wish to automatically post the voucher as shown below:

Image

Just Select the ledger in “Create Expense List for Auto Voucher Posting” frame and Click on [ -> ]  or  [ <- ] button to select and un-select the ledger from the list and then cilck on <Bulk List> button to populate the list in “Bulk Post Pre Defined Payment Voucher” frame as shown above. The Voucher Date will make sure the voucher is posted on the date entered. Just make sure you enter the correct value and Click on <Save Bulk Voucher> button to save the list and also save each account as a separate voucher.

Pressing <Clear> button will clear the list and allow you to generate the fresh list.

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