More Reports Exported to Excel

Purchase Register : New Reports added with option (Item Column) for  Fuel Items Quantity and Amount Columns to be printed along with the oil and accessory amount shown in separate column as shown in the Image below:

Fuel Item Columns are also provided in Vendor-wise report as an option.

Also please note that Export Button provided besides the Date period selection to export the purchase register directly to excel without preview. Also please observe (in the image shown below) the Tax Head and separate Tax Amount columns for CGST and SGST duly calculated and shown separately so as to sum up easily for each tax head. The software will dynamically create all the tax columns depending on the tax heads involved for the corresponding period selected.

 

Export Button Provided in Reports->Accounts->Ledger Accounts: One can just select the period (as shown in above screen) as just click on the <Excel> button in red box above. All the Transactions/Vouchers for the selected period will be exported to Excel as shown below:

Please note that All Debit Account and Credit Account effect for each Voucher will be exported as highlighted in the grid above. However, if user chooses the Transactions to be exported for a particular Ledger Account (Lets say HDFC BANK A/c in the e.g. below) then It will export all the corresponding ledger for the given voucher as shown in the grid below with Debit and Credit Amount column as shown in the image below:

<Export to Excel> Button Provided (as shown in image below) in Voucher->All Voucher (Tab) : To Export voucher to excel only for the specified voucher type (Only Credit Voucher-Receipt Voucher, Debit Voucher-Payment Voucher, Journal Voucher, Contra Voucher or All voucher) and for the selected month (or for entire year) as selected by user.

 

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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:

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.

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.

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:

Meter Reading Sales Reports

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

Nozzle-wise, Item-wise Sales Report Preview

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

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.

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 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.

Daily Shift Analysis Reports

 

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

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

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

Product Sales Analysis and Customer Analysis introduced.

New Feature introduced for Product wise Sales Analysis and Customer Analysis on product purchased by customers.

Just Click on Report->Inventory->Stock/Product Ledger.

to See the two new tabs added in the Stock Ledger form.

SALES ANALYSIS

For Item-wise Sales Analysis you may click on <Sales Analysis> Tab to see the following screen.

Product Sales Analysis

Please observe the TreeView populated with Items/Products on the Top Left Corner. Just Click on the Item or Category.

For e.g. You can click on Category FUEL ITEMS or ULP, HSD, etc., under the Fuel Items Category to see the Monthly summary for the Item/Category selected below the TreeView / Bottom Left Corner of the Screen.  Also you will find the Sales Type wise summary and Transactions for all the sales type below the summary grid for full financial year 1st April, 2011 to 31st March 2012 in the above screen. Also it gives the list of Customers who have purchased the selected product in the order of value highest to lower.

Just Click on a particular Month Grid (on lower left corner) to view the Sales Type wise Summary for the particular month and the transactions for the said month.

Now, you can also click on particular Sales Type to view the transactions for the selected Sales Type in the Transaction grid below the Sales Type summary grid.

Just click on the Excel <Button> with icon/logo  <X> ( a  logo for Excel) displayed to the left of Total on lower left of the screen to export all the grids in different sheets as shown below:

Sales Transaction Export to Excel

Please observe the Sheets at the bottom of the  image shown above.

Monthly_Movement showing the Monthly Sales summary

Sales_SlipType-wise showing the summary of Sales for the Sales Type

Transaction_Detail shown in the above image

and

Customer_Lifting showing the Customer-wise total purchase by each customer in the order of highest to lower.

CUSTOMER ANALYSIS

Just click on the Tab <Customer-wise Item-wise> to see the following screen:

Customer wise Sales Analysis showing Item-wise lifting.

Please observe the TreeView populated with Items/Products on the Top Left Corner. Just Click on the Customer to see the Monthly summary for the Selected Customer  below the TreeView / Bottom Left Corner of the Screen.  Also you will find the Item-wise lifting summary and Transactions for the All Items just below the summary grid for full financial year 1st April, 2011 to 31st March 2012 in the above screen.

Just Click on a particular Month Grid (on lower left corner) to view the Item-wise lifting/sales  Summary for the particular month and the transactions for the said month.

Now, you can also click on particular Item  to view the transactions for the selected Item  in the Transaction grid below the Item-wise Sales summary grid.

Please observe the Radio Button option

• Date-wise
• Vehicle-wise

on the center of the screen above.

Just click on the desired option to view/export data date-wise or vehicle wise as shown in the excel sheet image below:

Just click on the Excel <Button> with icon/logo  <X> ( a  logo for Excel) displayed to the left of Total on lower left of the screen to export all the grids in different sheets as shown below:

Customer-wise Sales Analysis Exported to Excel

Top of the are in the above excel sheet image shows dump of transaction exported date-wise and bottom of the image shown in coloured shades showing vehicle-wise, date-wise export of transaction along with the following sheets.

Monthly_Movement

and

Item-wise lifting

Profit and Loss Calculation on a Click.

Although ArtRMPP provided you with the Gross Profit Calculation and Margin earned on Fuel Items and Non-Fuel Items from:

Reports->Accounts->Profit & Loss Account -> Report Tab-> Trading Account – Fuel Items

Just click on < (.) Radio Button> Trading Account – Fuel Items Option. Just Click on <Process> button to populate the details of margin for products in the grid.

On Process you can view the Item-wise Stock Movement and Margin for the whole year in Yearly Summary Tab as shown in image below:

Gross Profit Margin Yearly

On Clicking on the Item/Product It gives the Monthly Movement (Purchase and Sale) and monthly Profit on sale for the chosen item.

Monthly Purchase / Sales with Profit

Similarly, when you click on the particular Month, it gives daily sales/purchase and profit for every day in the given month

Daily Sales / Purchase with Profit for the Month

The above provided users with the Gross Profit, but it did not give the complete picture, so we have come out with the simple, fast  Net Profit Calculation  for the specified period on a single click.

Net Profit / Loss Calculation 

We have just introduced the feature by adding the Tab <Analyse>.

Reports->Accounts->Profit & Loss Account -> Analyse  Tab.

Just select the period for which you wish to get the Trading and Profit & Loss account and click on <Process> Button as shown in the image below:

Trading Account

Just click on <Profit & Loss A/c> Tab Next to <Trading Account> Tab to view the profit or loss for the specified period as shown in the image below:

Profit and Loss Account

Also note that <Export to Excel> button is provided on all above screen to export data to Excel for reformatting and recalculation or manipulation as required.