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

Pump-boy/Salesman/Cashier-wise Sales and Collection.

Software updated to capture the salesman/cashier/pump-boy information for the following modules:

a) Credit Sales

b) Cash Sales

c) Credit Card Sales

d) Petro-card Sales

e) Cash Expenses and Cash Receipt

This feature is available by switching on the option by checking on the check-box -> Allow to Enter Salesman details for Sale/Cash  in

Administration->Configuration Screen->General Tab

Configure Software to Enter Salesman-wise, pump-boy wise sale/expenses

Turn on Salesman-wise, pump-boy wise sale/expenses

By turning on option, it will now allow to accept salesman, pump-boy, cashier name in the above modules  as shown in the following screen.

Pump-boy entry shown with Arrow in Credit Sales Module

Credit Sales Entry Screen

Same way you will find the Cashier name selection in voucher for Cash Receipt and Cash Payment – Expense vouchers.

Meter Reading module is also updated to Select pump-boy for the nozzle sale.

Various new reports will be provided to get cashier-wise / pump-boy wise details. Daily Shift Report (cashier / pump-boy wise / salesman wise).

The above was so far available in the system by keying in the salesman wise information in Meter Reading form <Denomination> button to key-in above sales information in the datagrid for the selected salesman/cashier/pump-boy. Also you could enter the cash receipt and payment in <Sales Summary> tab and enter in Cash Collection depsited with cashier/office with Denomination of notes and count as shown in image below:

Pump-boy / Cashier wise Sales Entry Module

Manual Salesman-wise Sales Entry Module

The advantage of manual entry for salesman meter reading / sales is you can enter two different sales man for the same nozzle in the same shift, which otherwise is not possible as unique salesman is assigned for meter reading for the given shift.

Note the <Fetch Data> button in the above image, Pressing this button will  fetch the data from the transaction for the salesman during the shift and refresh the figures in the Sales Summary Tab.

Import Meter Reading and Dip Data.

28/09/2010

Now, it is possible to Import the bulk meter reading data and dip entry data in the software without keying in manually. This is very useful particularly, in case when user intends to go online without entering data manually for past months.

Import Meter Reading Data
It is now also possible to Import Meter Reading Entry data. You will find a New Tab introduced in the Meter Reading and Dip Entry form. In the Import tab you will be asked to select the Excel File containing the Meter Reading Data / Dip Data, Click on button to select the excel file. After choosing the Excel File, user will be asked to select the Sheet containing the data for the Meter Reading/Dip Entry. By Default Excel Workbook has Sheet1, Sheet2 and Sheet3 but user may have renamed the excel sheet and therefore user will be asked to select the sheet name in which the data for the Meter Reading and Dip entry is stored. After choosing the Sheet, user has to click on the button to populate the data for the sheet in the Grid below the Populate button. If the data contained in the sheet is verified as correct then user has to click on to Import the data to the Shift Meter Reading.

Data contained in the Excel sheet should be as per the Specification given below:

Excel Sheet containing Meter Reading Data

Meter Reading Data

Column 1: Should contain the Shift Date, which should be in dd-MMM-yy format i.e. 01-APR-10
Column 2: Should contain the Shift_ID (1,2,3) as created in Shift Master.
Rest of the columns can contain the Meter Reading data as desired but the Column heading specification should be as given under:
e.g.
where stands for Nozzle Description as given in Nozzle Master for ULP/Petrol Nozzle Number 1 in above example. should be followed by to specify that the column contains the Meter Reading Data for the said nozzle.

Similarly for Testing data for the said nozzle you have to specify the column name as to contain the data for Petrol Nozzle 1 and so on.

Please note that the First row of the excel sheet should contain the Column Heading specifying the Data contained in the column, Second Row being the Opening Meter Reading for the First day in the sheet and third row containing the Meter closing for the first day and Meter Opening for the next day, fourth row onwards the closing meter reading data for the date in the first column and so on.

Import Dip Entry Data
Just as Import Meter Reading data mentioned above, it is now also possible to import Dip Entry data. To Import the Dip Entry data, procedure to be follow is exactly as mentioned in import meter reading data above.

1. Select the Excel File
2. Select the Excel Sheet to Import which contains the Dip Entry Data
3. Click on Button to populate the data contained in the selected sheet to preview before actually imprting data.
4. Click on Import Data button to Import the data.

Data contained in the Excel sheet should be as per the Specification given below:

Import Dip Reading Data

Import Dip Reading Data

Column 1: Should contain the Shift Date, which should be in dd-MMM-yy format i.e. 01-APR-10
Column 2: Should contain the Shift_ID (1,2,3) as created in Shift Master.
Rest of the columns can contain the Dip Reading data as desired but the Column heading specification should be as given under:
e.g.

where stands for Tank Name as given in Tank Master for ULP/Petrol Tank in the above example. ULP should be followed by to specify that the column contains the Dip Stock Volume Data for the said Tank.

Similarly for importing the Dip Reading data for the said Tank you have to specify the column name as to contain the Dip Reading data in CM as per the calibration chart for Petrol Tank and so on.

Please note that the First row of the excel sheet should contain the Column Heading specifying the Data contained in the column, Second Row onwards being the Dip Reading data for the date in the first column and so on.

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