To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 Add Customer Job Work
Add Customer Job Work - Step-by-Step
Step 1: Reach the Customer Job Work In
From the main side menu, click on "Sales" then go to "Operations" and finally choose "Job Work " This will open the Job Work Search page.
Step 2: Adding a Customer Job Work In
Located at the top-right corner of the Job Work Search page, there is an “Add Job Work” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add Customer Jobwork out' button, the Add Job Work page will open. Complete the following information:
Customer: Select the customer's name from available options, drawing from the customer data previously entered in the system. This is a mandatory field.
Plant: Choose the plant name specific to the selected customer, derived from the plant data associated with the chosen customer. This is a mandatory field.
DC Number: Input the unique Delivery Challan (DC) number for tracking and reference. This is a mandatory field.
DC Date: Enter the date of issuance for the Delivery Challan (DC), marking the initiation of the delivery process. This is a mandatory field.
Delivery Address: Choose the suitable delivery address option for accurate and efficient delivery. This is a mandatory field.
Remarks: Include relevant comments or notes to provide additional context for the delivery process.
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
Submit: To retain the information, select "Submit." This action will include the RM Part with the provided details. After saving, the will be added and the screen will transition to the editing mode -> -> Refer 2.2.5.3 (Edit Plant).
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Step 5:Going Back
Going Back: If you change your mind and don't want to add Customer Job work In, click "Cancel." This takes you back to the Customer Job work In Search page.
1.1.1. JOB WORK LINE ITEM(s)
Step 1: Adding a Jonwork Line item
Below the "Remarks" section, you'll notice a line item area. To add a new line item, click on the plus icon located in the top left corner of the box.
The line item includes the following fields for you to fill in:
RM-Part: Choose the relevant Raw Material (RM) Part from the dropdown list. This is a mandatory field.
Item Number: Input a unique item number to identify this line item within the list. This is a mandatory field.
Quantity: Enter the quantity of the selected RM Part for this line item. This is a mandatory field.
Currency: Select the appropriate currency from the available options. This is a mandatory field.
RM Price: Once you've chosen the currency, the system will automatically populate the corresponding price of the selected RM Part. You have the option to modify this field if needed. It's important to note that this field is mandatory, requiring your attention when entering data.
HS Code (Commodity): Choose the appropriate HS Code or Commodity code from the dropdown. This is a mandatory field.
Important Note: Prior to submitting Address, ensure that all mandatory (*) fields have been filled
1.2. Search a Job Work
Search a Job Work - Step-by-Step
Step 1: Start Searching
On the Job Work Search page, you can search in different ways:
By Customer: Use this filter to narrow down the displayed data based on a specific customer's information. Select the desired customer from the available options to view relevant records associated with that customer.
By DC Number: This filter allows you to filter the data according to a particular Delivery Challan (DC) number. Enter the specific DC number you want to filter by, and the system will display records matching that DC number.
By DC From Date: Use this filter to limit the data displayed to a specific range of DC dates. Enter the starting date to view records from that date onwards.
By DC To Date: Similar to the previous filter, this one helps narrow down the data displayed by specifying an end date. Enter the ending date to view records up to that date.
For All: If you don't have a specific Customer, DC Number, DC From Date, DC To Date, just click "Search" to see all Job Work Search.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by Customer, DC Number, DC From Date, DC To Date, Search you will find the matching Job Work .
If you didn't search, you'll see a list of all Job Work Entries.
1.3 Edit Customer Job work In
Edit a Job Work - Step-by-Step
Step 1: Find Job Work Edit
Step 2: Start Editing
On the Job Work Search, you can edit Job Work :
By Customer: Use this filter to narrow down the displayed data based on a specific customer's information. Select the desired customer from the available options to view relevant records associated with that customer.
By DC Number: This filter allows you to filter the data according to a particular Delivery Challan (DC) number. Enter the specific DC number you want to filter by, and the system will display records matching that DC number.
By DC From Date: Use this filter to limit the data displayed to a specific range of DC dates. Enter the starting date to view records from that date onwards.
By DC To Date: Similar to the previous filter, this one helps narrow down the data displayed by specifying an end date. Enter the ending date to view records up to that date.
Click Search: Press "Search" to find the Plant you want to edit.
Step 3: Edit Details
After searching, you'll see the Plant you want to edit.
Click "View/Edit" next to Customer to reach the Edit Job Work
Step 4:Update Info
On the Edit Plant page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Step 5:Save Changes
After editing, review your changes.
When you're ready, click "Submit" to save the updates.
That's it! You've learned how to ADD, SEARCH, EDIT a Customer Jobwork out using the DMeX app. If you need help, contact the support team.