Horizon ERP Tutorial

Horizon ERP Tutorial

Distribution in Horizon ERP

Success of a distribution business requires effective management of the entire distribution process.

It involves Order management, Inventory Management, Deliveries and Credit Management

Process flow of Distribution Management in Horizon ERP

Outward Supply Process

GST billing software-Outward Supply Process

Inward Supply Process

GST billing software-Inward Supply Process

Brief Overview of Distribution Management in Horizon ERP

  1. Customer Category / Group Creation: Categorizing and grouping of customers on the basis of offtake, Credit worthiness etc. For generating informative reports
    • Enter the Group/Category name and Save.
    • Masters Customer Category
    • Masters Customer Group
    GST billing software-Customer Category and Group Creation
  2. Area/Route Creation: Segregation of customers on the basis of their geographical location. It very helpful charting supply routes and assigning outlets to different sales personnel
    • Route wise order taking
    • Area/Route wise outstanding reports
    • Route wise collection statements
    GST billing software-Customer Creation
  3. Customer Creation: Customers or 'Sundry Debtors' are entities or individuals who buy materials or avail services of your enterprise
    • Route, Area, Customer Category, Customer Group to be selected from the auto populated list on the right side of the window.
    • Enter GST No. and Tick on "Registered Dealer" at the bottom of the window in case of customers with a valid GST registration.
    • Enter "Email Id" to send invoices to the customer via email
    • Select "State". If the customer state is interstate, tick on "Is InterState"
    • Set credit limits of a customer, it will helps to managing the maximum credit that can be availed by a customer.
    GST billing software-Customer Creation
  4. Supplier Creation: Those who supply goods or services are called suppliers/ Sundry creditors.
  5. GST billing software-Supplier Creation
  6. Item Category / Group Creation
  7. GST billing software-Item Category and Group Creation
  8. Item Creation: Defining of Products or services being handled by your business
    • Product name, Commodity code, Tax configuration, HSN code and unit are mandatory fields
    • If products are sold in individual units as well bulk cases, use the 'case qty' field to update the number of units per case
    GST billing software-Item Creation
  9. Purchase order voucher creation: Create a voucher that is issued by the buyer to a seller, containing information pertaining to the goods that are required.
    • Select supplier and click on "Generate Purchase order".
    • Update the quantities required for in the displayed order list. Please note the order list is generated for items that have already been purchased from the vendor.
    • GST billing software-Purchase order 1
    • Enter the order qty for the items wants to purchase. If the stocks already exist, enter the order qty as 0 Click ok Save the voucher
    • GST billing software-Purchase order 2
  10. Purchase Voucher Creation: Generate Purchase based on the purchase invoice that given by the seller.
    • Click on "Pending orders" at the top right of the purchase voucher for purchase order processing.
    GST billing software-Payment Voucher Creation
  11. Payment Voucher Creation: Generate payment voucher against the purchase
    • Select the supplier and enter the amount
    • Choose payment method. If selected bank, enter the transaction details for the reference.
    GST billing software-Payment Voucher Creation
  12. Sales order Voucher creation: Take sales order using Horizon mobile order application
    • Horizon Mobility to sync data into software
    • Sales order bulk processing – Can edit order details here and then click on "Save". Orders will be converting to sales.
    • Turn on "Print" option to save and print all the orders.
    GST billing software-Sales order Processing
  13. Sales Voucher Creation: Sales orders will be converted to sales after completing the sales order processing (Step 10).
    • Click on "Pending Orders" to Convert sales order to sales one by one.
    • Utilities Multiple Bill Print - Can take multiple bill print at a time
    • Dispatch Details – For entering delivery details.
    • Can Email the invoices to the customers (Click on "Send As Email" at the top left of the sales window)
    • "Use Addl.Billing Info" for adding shipping address (at the bottom right of the sales window)
    • Choose Payment Method Cash/Credit
    GST billing software-Sales Voucher Creation
  14. E-Way Bill: Generate E-Way bill if the invoice amount greater than 50,000
    • Select Bill date and Delivery man
    • Displayed all bill under the selected date and delivery man
    • Update E-way bill info and click on E-Way Bill button for generate JSON file.
    • JSON file will be saved in c drive and upload JSON file into E-Way Bill site
    GST billing software-EWay bill
  15. Loading Sheet/Van statement: In case invoice amount less than 50,000, use Loading sheet / Van statement for loading process.
    • Select Bill date and Delivery man
    • Displayed all bill under the selected date and delivery man
    • Click on Loading sheet / Van statement
    GST billing software-Loading Sheet
  16. Receipt Voucher Creation: Enter receipt against sales voucher.
    • Can process the receipts through Horizon Mobile order App.
    • For manual entry, select the ledger name and enter the amount.
    • Select payment method cash/Bank. If bank, enter the other details for reference.
    • Auto Reference – The amount will be deducted from the first outstanding.
    • Manual Reference – The amount will be deducted against the selected bill only.
    GST billing software-Receipt Voucher
  17. Outstanding Reports
    • Customer wise and Bill wise outstanding reports
    • Supplier Wise reports
    • Bill wise profitability reports
    • Customer Bill ageing reports
    • Route wise collection summary
    • Non Billed counters
    GST billing software-Outstanding Reports
  18. Stock Reports
    • Closing stock report
    • Stock flow
    • Item wise profitability
    • Non Billed items
    • Godown wise stock
    GST billing software-Stock Reports
  19. GST Reports:
    • GSTR 1 - Report can export as csv format for GSTR1 filing.
    • GSTR 2
    • GSTR 3B
    • Data Validation – If there are any errors in the transaction the same will be displayed here.
    • Tax % wise reports of all transactions
    GST billing software-GST Reports