Customization and Consulting

ID Module Notes
A1 Purchases Create quotation
Create purchase order
Receiving goods
Create supplier invoice
A2 Suppliers Suppliers are under "Purchases"

A3 Products Configuration Products and Freight costs

A4 Customers Customers are under "Sales"

A5 Accounting Manage & track supplier payments.
Manage & track customer payments.
Manage expenses
Rebate
Profit and Loss
Multi-currency support

Bank accounts
A6 Sales This module can be used to manage your sales. Create
quotations, create pro-forma invoices, create sales
orders, create invoices
A7 Warehouses Each truck corresponds to a warehouse.
Manage & track transfer of goods from supplier to trucks.
Manage & transfer goods from trucks to customers.
Manage damaged/lost/returned bags

A8 Transportation details (Freight 1. Transport cost

costs) 2. Clearance in Tororo
3. Transit fee
4. Customs fee (UG) on the Ugandan side.
5. Customs fee( SS) on the Sudan side
6. Miscellaneous ( should have provision where we can
make comments )

A9 Initialization and data migration Initialize opening balances for all accounts. Configure
prices and exchange rates. Initial stock on trucks.

A10 Backup and restore You need to backup your data regularly

Training
ID Step Description
B1 Step 1 Place Purchase Order with Cement Supplier (e.g., Hima
Cement).
Prerequisites:
1. Cement Supplier must be in the system,
2. Product (i.e., Cement) must be in the system,
3. Warehouse corresponding to Truck must be in the
system.
4. Warehouse must be assoiciated with relevant Truck-
Provider-Supplier's address.

Step 2 Transfer Cement from Cement Supplier to pertinent Truck

(Warehouse)

Step 3 Create and/or Validate Supplier Invoice corresponding to

Purchase Order in Step 1.

Step 4 Record Supplier Payment for Step 3, if any.

Step 5 Place Purchase Order for Freight Costs with Truck-

Provider-Supplier whose address is associated with Truck
in Step 2.
Prerequisites:
1. Truck-Provider-Supplier must be in the system,
2. Freight Costs must be in the system and configured as
"Service",
3. There must be a Cement Purchase Order to be linked
with this Freight Costs Purchase Order.

Step 6 Create and/or Validate Supplier Invoice corresponding to

Purchase Order in Step 5.

Step 6 Record Supplier Payment for Step 6, if any.

Step 7 View Purchase report on Truck (Purchase Order in Step

1, Purchase Order in Step 5)
 Step 8 Create Sales Order for Customer.
Prerequisites:
1. Customer must be in the system,
2. Product must be in the system,
3. Warehouse corresponding to Truck must be in the
system.
4. Truck must have sufficient product to meet Customer
Sales Order quantity.

Step 9 Record Customer Payment if any.

Step 10 View Sales report on Truck (Sales Orders in Step 8,

Payments in Step 9)

Deployment of Software at High Move Premises

Item Description
C1 Transfer Software image We will copy Software to server and
to Desktop/Server
computer

C2 Configure network Perform necessary configuration to allow users to

connect to the ERP System.

C3 Basic training required to 1. Starting and stopping the system

maintain system 2. Backup and restore
3. Managing users
Customizations
Include number plate, number of tons in Purchase
Order Report

Supplier reports:
1. Supplier invoices
2. Supplier rebates
3. Supplier payments
4. Purchases
1. Configure sale of cement in bags instead of tons.
2. When selling in currency different from USD, simply
select the currency of choice and enter amount in that
currency.
3. Configure automated inventory management.

Customer reports

Expenses reports
Configure rebate calculation & rebate reports
Configure profit and loss calculations
Configure exchange rates.

Configure bank and cash accounts.

Truck reports, Sales report for every consignment.

Training on how to capture Freight Costs. This the

same procedure you used for capturing purchases
and sales.

Entering initial data for the system and checking that

all required reports are accurate and have all the
relevant fields
Backup and restore training
Comments
You have already been shown how to do this.

You have already been shown how to do this.

You have already been shown how to do this.

You have already been shown how to do this.

Similar to Step 1.

Similar to Step 3.

Similar to Step 4.

This feature is not available in the default template.

We will design and implement this feature based on
your specific requirements.
Similar to Step 1 with slight variation. Instead of
receiving Cement, you will be delivering the cement to
the Customer. There will be a transfer from the Truck
(Warehouse) to the Customer.

Similar to Step 6 with slight variation. You will record

receipt of payment.

This feature is not available in the default template.

We will design and implement this feature based on
your specific requirements.

Comments
High Move Import Ltd shall provide computer meeting
minimum hardware and operating system
requirements

High Move Import Ltd shall provide network hardware

and devices needed by users to connect to central
server