Features of Sahaj MediRetail It is a software product designed and developed for the pharma stockists to manage their company. The stockist can keep a track of purchase, sales, accounts and reports. It is user friendly and the easiest possible way of financial accounting with maximum available features. The user can operate the software in multiple languages. Masters Masters section is a database where the user enters the data once and that data will be reused in all other sections like Purchase, Sale, Reports, Accounts, Stock and Admin sections. This Masters section contains following forms: = Company = Others = Transportation = Product = Bank = Batch = Payment Methods = Tax Master = Manufacturer = Employee = My Company = Description Company = This form maintains the details of the suppliers of the company. = Entering TIN, VAT, CST and DL helps the user to identify a registered company. = It helps in carrying better business transactions of the company. The user can enter credit limit, opening balance, credit period     etc. Others = This form maintains the detailed information of other parties who are not dealing with purchase and sale of medicines. = The party may be a stationery supplier, courier person, interior decorators, furniture dealers etc. = It helps in carrying better business transactions with these parties. Transportation = This form maintains the details of means of transport. = The information is used in purchase order, purchase invoice, sale order and sale invoice. Product = This form maintains the detailed information of each product. Bank = This form maintains the details of the banks. = It helps the user to enter the details of payments made and payments received through cheque or DD. Batch = This form maintains the batch details of a product. = It shows the manufacturing and expiry date of a product. = It also maintains the deal structure (Deal Qty and Deal Free) and rates of products for a particular batch. Payment Methods = This form maintains the modes of payment. = The information is used in transaction forms, whenever there is a payment or receipt transaction. Tax Master = This form maintains the information about various tax plans like VAT/CST. = The information is used in Purchase Invoice and Sale Invoice forms. Manufacturer = This form maintains the information about the manufacturer of the products. = The information is used in product masters form. Employee = This form maintains the details of the employees. = The information helps the user to know the employees date of joining, salary and address. My Company = This form maintains the details of the company. Description = This form maintains the details of the company. Purchase The Purchase section includes: = Purchase Order = Purchase Invoices = Purchase Return Purchase Order = This form maintains the detailed information of orders placed for purchasing a product. = It is used to place orders to the companies. = It can also be used to generate an order and to view an existing entry. = It consists of two tabs: PO Details and Other Details. = PO Details tab maintains Purchase Order main details. = Other Details tab maintains the transportation details of the particular purchase order. Purchase Invoice = This form maintains the detailed information of purchase receipts. = The purchase entries automatically update the stocks register. Purchase Return = This form maintains the details of the purchases returned. = It helps to automatically generate debit notes. Sale The Sale section includes: = Sale Invoice = Sale Return Sale Invoice = This form is used to generate sale invoice.s = The user can generate new sale invoices and view previous entries. = Provides option to use any type of taxation system. Sale Return = This form is used to receive sale returns. = Automatic Credit note is generated. Stock The Stock sections include: = Stock Entry = Stock Status = Stock Audit = Company Wise Stock Stock Entry = This form maintains the details of stock entered. = VAT %, CST % is displayed depending on the Tax Plan selected in the drop down list. Stock Status = This form displays the stock status of all the products present in stock. = It gives the user about the total quantity of individual product. = It also indicates the user about the expired products in the stock and also products going to expire in two months and four     months. = This helps in better stock management. Stock Audit = This form maintains the stock audit details. = The information is helpful to calculate the difference in physical stock and the total stock quantity displayed in the system. = Quantity of selected product of particular batch will be displayed automatically. Company wise Stock = This form is used to display the stock status of all the companies present in the stock. = It helps to view the expired product details of the selected company. Accounts The Accounts section includes: = Payments Made = Payments Received = Company Wise Ledger = Accounts Head = Day Book = Credit Note = Debit Note Payments Made = This form maintains the detailed information about payments made to the company. = This form is used to enter new payments and to view previous entries. Payments received = This form maintains the detailed information about the payments received from a party. = It contains the entry date, amount received and the mode of payment. = The information will be helpful for the user while entering the data about the party. Company wise Ledger = This form displays the amount payables and amount paid details of the company. = It also displays the selected company’s receivables and payables. Accounts Head = This form maintains the account heads details. = It is used to separate the transactions, while creating balance sheet and profit/loss of the stockists. Day Book = This form maintains the details of daily transactions. = It stores all the details of amount paid and amount received on particular day. Credit Note Debit Note Admin = It is defined as the universal process of organizing people and resources efficiently so as to direct activities towards common goals and objectives. = It helps in the administration of the software. = It maintains all the financial accounts. Admin section includes: = User Creation = New Financial year = Appearance = Configuration = Create Backup = Select File = Calendar = Letter Pad = Help = Version = Reset User Creation = This form helps the stockist to create and assign access to new users. = The users can start using Sahaj MediStock with their User Name and Password. New Financial Year = This form enables the user to do financial year closure. = End of year process lists a set of process verified for the connected file. Appearance = This form enables the user to modify the font and background of the forms. = It helps the user to set the background image, Font Style, Font Color and Regional settings. Configuration = This form is used to change the settings of Sahaj Medistock. = It helps the user to edit individual item from the item list. Create Backup = Backup creates a copy of the files. = The new created file will be saved in the Sahaj MediStock folder. Select File = This form maintains the sales performance of all medical representatives. Calendar = This form can be used as a dairy to note important meetings or events. Letter Pad = The Letter Pad enables the user to generate a letter. = It can be sent to the concerned party as a soft copy or a hard copy. = The user can use this form to enter the reference, subject and matter for a letter head. Help = This section is a complete guide to use the software. Version = This section gives the user the version of the software used. Reset = This section helps the user to reset the database of the software Sahaj Medistock. This is required when old data needs to be     cleaned up. Reports Our REPORTS section is broadly divided into 6 sections and is equipped to provide the user 64 types of reports at the click of a button. The Reports consists of following sections: = Masters = Purchase = Sale = Stock = Financial Accounts = Trading Accounts Masters This section provides following reports with options to choose dates and parties. Company Master Report = The Company Details Master report displays complete details of all the companies. = It helps the user to view all companies together in a single report. = Further the user can select a particular company and view the report of that particular company. Other Details Report = The Other Details Master report displays complete details of all other related products and services than medicine. = The report shows the party’s name and address, Contact No., Credit period and Credit limit. Product Master Report = The Product Details Master report displays complete details of all the products. = It helps the user to view all product details together in a single report. = Further the user can select a particular product and view the report of that particular product. Transportation Master Report = The Transportation report displays complete details of all the transportation modes. = It helps the user to view all transportation details together in a single report. = Further the user can select a particular company and view the report of that particular company. Bank Master Report = The Bank Master report displays complete records of all the banks. = It helps the user to view all bank details together. = Further the user can select a particular bank to view the details. Batch Master Report = The Batch Master report displays complete records of all the batches of the products. = It helps the user to view batch details of all products together in a single report. = Further the user can select a particular product and view the batch detail report of that particular product. Payment Methods Master Report = The Payment Method Master report displays complete records of all the payment methods. = It helps the user to view all payment methods together in a single report. = Further the user can view a particular payment details. Tax Master Master Report = The Tax Master report displays complete records of all types of taxes. = It helps the user to view all tax types together in a single report. = Further the user can view the particular tax type’s details. Manufacturer Master Report = The Manufacturer Master report displays complete records of all the manufacturers. = It helps the user to view all manufacturer details together in a single report. = Further the user can view the particular manufacturer details. Employee Master Report = The Employee Details Master report displays complete records of all the employees. = It helps the user to view all employee details together in a single report. = Further the user can view a particular employee details. Purchase Reports The Purchase section reports includes: Purchase Order Report = The Purchase Order report displays complete record of all purchase orders. = It helps the user to view all purchase orders raised within the specified period. = Further the user can view purchase orders of the selected company raised within the specified period. Purchase Invoice Report = The Purchase Invoice report displays complete record of all purchase Invoices. = It helps the user to view all purchase invoices raised within the specified period. = Further the user can view purchase invoices of the selected company raised within the specified period. Purchase Return Report = The Purchase Return report displays complete record of all purchase invoices. = It helps the user to view all purchase returns raised within the specified period. = Further the user can view purchase returns of the selected company raised within the specified period. Pending Purchase Order Report = The Pending Purchase Order displays a report of ordered quantity, received quantity and the pending quantity. = It helps the user to view all pending quantities from all companies raised within the specified period. = Further the user can view the report of pending quantities of the specified company within the specified period. Purchase Invoice Summary Report = The Pending invoice summary displays the summary of all the invoices raised within a specified period of time. Sale Reports Sale section reports includes: Sale Invoice Report = Sale Invoice report displays complete record of all sale Invoices. = It helps the user view all sale invoices raised within the specified period. = Further the user can view the complete details of the selected party and the selected sale invoice number. Sale Invoice Summary Report = It helps the user view the summary of Sale Invoice within the specified period. Stock Reports Stock Section reports includes: Stock Entry Report = The Stock Entry report displays details of those products which the user entered through Stock Entry form. = It helps the user to view the details of the all products entered within the specified period. Stock Details Report = The Stock Details report displays stock reports based on invoices. = It displays details of purchase/sale invoice numbers, purchase/sale return numbers, its total amount and its status whether it     is cancelled/deleted. Stock Status Report = The Stock Status report displays product wise stock summary. = It displays a report of all batches of each product with its quantity in stock and also the individual stock value. = It helps the user view the Stock Status of all products within specified period. Detailed Stock Status Report = Detailed Stock Status report displays product wise report based on the purchase/sale invoice number or purchase/sale return     numbers. = It displays report of all batches of each product with its quantity in stock and also the individual stock value. = It helps the user view the invoice wise stock details of all products together in a single report. Stock Audit Report = The Stock Audit report displays a report of products, its batch and quantity entered on Stock Audit from to match with the     physical quantity. = It helps the user view all product entries done to match with the physical stock. Inventory Shortage Report = The Inventory Shortage report displays details of those products which are under the reorder level. = It helps the user view the details of all shortage products. Nearest Expiry Report = The Nearest Expiry report displays a complete record of the products nearing to the expiry date. = It helps the user view the details of all products nearing to the expiry date within the specified period. = Further it allows the user to find out the expiry detail of a particular product as well. Product Price List Report = The Product Price List report displays the price details of all the products. = It helps the user view the price details of all products of all companies in a single report. = Further it helps the user view price details of the selected company’s selected product. Fast Moving Items Report = The Fast Moving Items report displays details of those products which are very often purchased and sold. = It helps the user view the details of all fast moving products in the specified period. Stock Age Report = The Stock Age report displays the time period of the products present in the stock Stock and Sales Report = The Stock and Sales report displays complete record of all Stock and Sales. = It helps the user view the Opening, Purchase, Sale, Closing Quantity and Value of all the products. = Further the user can view the Opening, Purchase, Sale, Closing Quantity and Value of a particular product as well. Stock Table Report = The Stock Table keeps track of all the purchase invoices generated within a stipulated period of time hence allowing the user     to maintain a track of the stock. = It helps the user view the invoices generated in the specified period. Financial Accounts Account Heads Report = The Account Head report displays complete records of all types of accounts. = It helps the user view the details of the account head types in a single report. = Further it allows the user to view the selected Account Head details as well. Day Book Report = The Day Book report displays details of all the daily transactions. = It helps the user view the details of all transactions done in the specified period. Cash Book Report = The Cash Book report displays details of all the cash transactions. = It helps the user view the details of all cash transactions done in the specified period. Bank Book Report = The Bank Book report displays details of all the bank transactions. = It helps the user view the details of all bank transactions done in the specified period. Assets Book Report = The Assets Book report displays complete records of the all the assets like building,furniture,etc. = It helps the user view the details of all assets present in the specified period. Profit/Loss Report = The Profit/Loss report displays all the profit/loss details based on company, party, invoice, products and the overall business. = It helps the user view the details of all assets present in the specified period. Balance Sheet Report = The Balance Sheet report displays complete records of the all assets and liabilities of the company. = It helps the user view the balance sheet statement of business in the specified period. Estimated Sales Tax Report = The Estimated Sales Tax report displays the tax details that have to be paid to the government. = It helps the user view sales tax details of the specified period to be paid to the government. General Ledger Report = The General Ledger report displays the account of all products in general apart from medicines. It displays the list of     particulars, transaction mode, and name of the Company/Party. = It helps the user view general ledger details within the specified period. General Party Ledger Report = The General Party Ledger report displays the account of all products. It displays the list of particulars, transaction mode, and     name of the company/party. = It helps the user to view general ledger details within the specified period. Cheque Details Report = The Cheque Details report displays the details of post dated. Trading Accounts Reports The Trading accounting section reports includes: Accounts Paid = The Accounts Paid report displays complete records of payments made to the company. Company Wise Ledger Report = The Company Wise Ledger report displays detailed financial transactions with the companies. = It helps the user to view the invoice wise amount payables and amount paid details of all companies in the specified period. Payments Report = The Payments report displays summary of all accounts paid and the payables to the companies. = It helps the user view the summary of amount payables and amount paid of all company in the specified period. Receipts Report = The Receipts Report displays the accounts received details. = It helps the user view the account received details of all companies in the specified period. = Further it helps the user view accounts received details of the selected company in the specified period. Payment Delays Report = The Payments Delay report displays the invoice details that have crossed the credit period of the company. = It helps the user view the invoice details that have crossed the credit period of all companies in the specified period. = Further it helps the user view invoice details that have crossed the credit period of the selected company in the specified     period. Company Form DXI (Tax Reports) = The Company Form DXI report displays invoice wise tax value for the purchases done. = It helps the user view the invoice wise tax value paid for all company in the specified period. Company Wise Sale Report = The Company Wise Sale report helps the user view the list of sales details with all the companies. = This report informs the user about each company’s performance.