Example Module Cases

Case studies for those who want to learn Workcube. Try, practice, learn!

Product

• Let's create a new product category. A new addition is made from the plus icon in Product Management > Definitions > Categories.
• Let's define a new brand. Product Management > Definitions > Brands
• Let's give ourselves authority in the process of adding a product. When we write Product Process in Settings > System Management > Processes, filter, and search, stages such as "the first record" on the page that comes up we can give ourselves authority on that stage.
• Let's define the target market. Let's add it in the Product Management > Definitions > Target Market Module.
• Let's define price authority and authorize ourselves.
• Let's define a new branch office. Let's click on Settings > Parameters > Branch Offices and define a new Branch Office.
• Let's define a valid price list only in this branch office. Let's click on Product Management > Definitions > Add Price List and select the branch office we just added from the publication area section and create a price list.
• Let's add a new product, make sure to enter the product code of the supplier and responsible, as well as the manufacturer. Let's click on the plus icon in Product Management > Products and add a product. Let's choose Supplier and Responsible for the product.
• Let's define a purchase condition for the product we added. Let's click on the icon in the product detail. On the next page, let's choose the purchase condition from the plus icon at the top left, necessary discounts etc. and let's enter the date range.
• Let's make a new accounting code group and select the product. Product management > Definitions > Accounting Budget Group's add a new Accounting Budget Group from the Code Group module.
• Let's add an additional unit to the product and associate it with the other unit. Click the plus icon in Units on the detail page of the product and save a new Unit.
• Let's enter the multiplier to the base unit. (For the unit price to appear on the label.) Let's enter the multiplier to the base unit from the unit detail.
• Let's add more than one type (stock) to the product. On the product detail page, we can add stock with the features we want by clicking the plus icon in the Stock section below.
• Let's give a price to the product for the price list we added. When we click on the icon on the product detail page, we can select the price list that we have added in the sales prices section on the page that appears and give the price to the product.
• Let's arrange an action for the product. Be sure to get a discount on the amount. Let's click on the Plus icon from the Product Management > TPD module. Let's select the product on the next page. Let's enter the amount of discount we will make in the amount discount section of the product's basket and save it.
• Let's define the purchase condition by selecting the relevant supplier and responsible from the collective condition screen (Conditions). Product management > Conditions
• Let's select the price list we added by selecting the relevant supplier and responsible from the collective price screen (Prices), mark all other lists and give prices to all price lists. Product
• Management > Prices
• Let's check from the cost-margin page in the descriptions to the discount of the product to the margin, etc.

Invoice Control

• Let's define a purchase condition for a product. Let's write the Condition Type, Discounts, Related Current Account and companies, date ranges from the icon in the product detail and save.
• Let's save a purchase invoice for this product. Let's click on Invoices>Add Purchase module. Let's enter the necessary information.
• Let the price on the invoice be higher than the standard purchase price of the product, and the purchase condition as a rate.
• Let's see the discount and price difference with the icon in the Purchase Invoice detail and save it by ticking the check boxes.
• Then, let's select the current account from the control link and see the differences. Let's filter the Difference Checklist in the Invoice > Control module and find our purchase invoice. Let's see the differences.
• Let's issue our price difference invoice given to the relevant current.

Check

While performing the following transactions, it is absolutely necessary to check the check statuses, current transactions and accounting transactions, respectively.

Case 1 (Transactions on checks we received from another current)

• Let's enter 5 checks with the check entry payroll. Let it be in foreign currency. Let's click Check Entry Payroll from Check and Notes module. After making entries such as Transaction type Current on the page that opens, let's click Add Check. After adding our check, let's save it and make our entry.
• Select a check from the check out payroll, and let's endorse 1 of them to our current. Let's click on Check Out Payroll from Checks and Notes. Let's bring up the Check List from the Select Check section. If we select the check, we can see it on the Issue Payroll page. When we say save, we will endorse the relevant dealer.
• Let's collect 1 of them from the cash register with check out collection. On the Checks and Notes page, let's select the cashier and the Check to be collected with Check Issue Collection and save it.
• Let's send 3 of them to the bank for collection (exchange) with the check out bank. Let's click Check Out Bank on the Checks and Notes page. Let's select 3 of the checks we have entered and send them to the bank for collection, whichever account we have chosen.
• Let's collect 1 of our check in the bank, that is, let's say that we found the check in the bank from the Check List and was collected. Let's find our check from Checks and Notes > Check lists, enter its details and say it was collected.
• Let one of our checks in the bank bounce. Let's find the relevant check in the bank from the checklists and say it's bogus.
• Check return entry - Let's get 1 of our checks in the bank with the bank. Checks and Notes > Check return entry - Click on the bank.

Case 2 (Transactions on Our Own Checks)

• Let's give a check to our carer by adding a check from the check exit register. Let's click Check-Notes > Check Exit Register.
• Let's say we find this check on the Check List and say it's paid. Check - Notes > Check List, let's say we find the relevant check and it's paid.

Case 3 (Common transactions related to both our own checks and checks we receive from any of our clients)

• Let's take back the check that we endorsed with the check return entry receipt or the check that we gave ourselves.
• Let's return any check we received from our customer with the check return exit receipt.

Cost

• Let's create a new product. We'll track its cost. Let's add a product with the Plus icon in the Product Management > Products Module and make the cost Checkbox selected.
• Let's buy 10 units for 10 USD, 20 units for 20 USD, and 30 units for 30 USD with the purchase invoice on different dates. Let's click on the Invoices > Add Purchase module and perform the purchases.
• Let's enter expense on the invoices and distribute this expense on the lines. Let's click on the icon on the invoice page. After entering the information such as Expense Items, Amount, Currency on the incoming page, let's click save. After registering, an option will appear on the page where we have created an Expense, called Update and Distribute. When we click on this, the expense comes to the "Additional cost" field in the basket lines. (Let's check how it is distributed when there is more than one product in the basket). If we have purchased more than one product, the expenses will be distributed automatically according to the number of baskets.
• Let's save a cost to the product. (It can also be from the product detail, you can go to the expense screen in the last invoice)
• The product price in the purchase invoices comes as the "net cost" and the "additional cost" distributed to the lines from the expenses. Costs are based on a weighted average. Let's check if we calculated correctly. Let's see how many invoices the cost consists of. When we click on the icon on the Product Management > Product Detail Page, the Cost History will appear. We can check how many invoices have been issued for that product here.
• Let's track the total cost from the Inventory > Inventory Costs section.
• Let's sell 15 with the sales invoice. Let's check the net and additional cost that came to the line on the invoice.
• Let's understand how it calculates changes in total cost by changing the inventory method on the product detail (Weighted average, first in first out, last in first out). Product Management > Product Detail Page

Production

Basic Production

• Let's create a product. Let this product be a manufactured product (example: a computer).
• Let's create the product BOM. When we show the product as being produced and click save, the icon will appear in the upper right corner of the page that comes up. Let's click and add the components to the product BOM. (processor, ram, motherboard, video card, case, DVD printer, floppy, keyboard, mouse. It would be better if you create these component products yourself. Because the existing products can be problematic and it can confuse you.) For now, none of them can be customized and combined in shipment.

Production to Stock

• Let's give a production order for 10 units from the Production Planning > Orders section. (If "reserve stock" is checked, the available stock of the product to be produced will increase, the available stock of the components will decrease. Also, these components are listed in the Production material requirement list. (Let's check) We can see it on the Production > Material Page.
• Let's examine the definitions of route, station, and recipe. (There are stations in production. Processor mounting unit, system loading, etc. Various routes are formed from these stations. Such as PC assembly line, Notebook assembly line. And if necessary, recipes showing the inputs and the actions to be applied are used.) Route, Station and Recipes are added from Production > Definitions.
• Let's record 5 production results in this production order. After adding the production order, the Production Results section appears at the bottom of the detail page. The product produced is displayed in the production result section, and the components in the product BOM are displayed in the consumables section. In the Waste section, components that were scrapped during production can be saved. Production > Orders > Production Result
• In order for the manufactured products, Consumables and Wastes to carry out stock movements (product must enter stock, waste and consumables should be deducted from stock), stock receipts must be created. For this, warehouses must be selected and a "stock receipt" must be created. From which warehouse the components will be consumed, which warehouse will the product produced after production enter and which warehouse will be shipped from this warehouse. As a result of this process, 1 production receipt, one consumable receipt, one inter-warehouse delivery note (then this delivery note must be received later) and a waste receipt, if any, are created. These waybills and receipts will appear in the Inventory > Inventory Movements module.
• Let's enter the serial numbers of the produced product. Stocks > Serial no.
• Let's record another production result for the remaining 5 products in the production order.

Production to Order

• Let's enter a sales order for this product. Let's add it by clicking the plus icon in Sales > Orders.
• Let's make the line phase of the order "Production". This section is located in the basket of the product.
• Let's find this order from the Production Planning > Orders list. Let's give a production order over this order.
• Let's follow the steps above.
• When we record the production result, the order stage automatically becomes a dispatch and the stock comes on the orders page.
• Let's ship this order

Serial NO

• Let the product serial number be a product that can be tracked. Let's make the Serial NO Checkbox Selected on the Product Management > Product Detail page.
• Let's buy 20 of this product with the goods receipt. Let's buy 20 of this product with Stock > Stock Operations > Add Receipt.
• Let's record the serial numbers. Let's save 5 of them with the method of increasing 5 from the end, 5 from the middle, and 5 of them one by one method. Let's click on the icon next to the filter in the upper left of the delivery note we saved. Or with another variant, let's find the delivery note we saved from the Stock > Serial and Lot Transactions module. When we click on the icon at the bottom page of Deliver Note, we can enter the serial number on the page that appears.
• Let's query on the service-customer service > serial number screen.
• Let's transfer 10 of them to another warehouse with an inter-warehouse delivery note. Let's record the serial numbers of these 10 products on the interwarehouse packing receipt. Let's look at the status of the products on the serial number inquiry screen. Stock > Inventory Transactions > Inter-Warehouse Shipment
• Let's sell 3 of them. Let's record the serial numbers on the sales note. Let's see which customer it was sold to on the serial number inquiry screen. Let's click on the icon from the Inventory > Inventory Operations > Sales Delivery Note module. On the screen that appears, we enter the serial number from the icon.,
• Let's follow the warranty period of the products we sell from the Service Customer Service > Warranties list. (how many days until the warranty expires)
• If the product is defective, let the customer apply for service. Let's save the application. Let's make a service application from Service Management > Add Application.
• Let's save the service receipt for this application. (Serial number inquiry) Let's click on the icon on the application page and save the delivery note with the icon here.
• Have it repaired and sent back to the customer. Let's save the service delivery note. Let's click on the icon on the Service Management > Application page and save the delivery note with the icon.
• The customer can also apply for the other product we sell. Let's get the product.
• The product cannot be repaired. Let's replace this product with another product. Let's choose the product that we will give instead on the delivery note. When registering the serial number, let's choose from the "stock" section for which entry (ie instead of which product) we have given. Thus, the warranty date of the new product we provide continues with the warranty date of the old product.
• Let the customer apply for the 3rd product as well. Let's get the product.
• We cannot repair the product. Let's send it to the manufacturer. For this, let's record "Output to Producer Delivery Note" in the transaction category in the sales delivery note. (If we don't have authorization in the transaction category, let's authorize) Let's enter the serial number. Let's find the relevant delivery note from the Inventory > Stock Movements section and select the delivery note to the producer from the category.
• Have the manufacturer send us another product. Let's save the transaction type by selecting "Input from Producer Delivery Note" on the add receipt screen. While registering the serial number, let's choose from the "stock" section which manufacturer we received based on the delivery note.
• Let's send this product to the customer.

Human Resources

• Define a branch office, define a department and sub-department under the branch office.
• If you add an employee, it is done from HR > Recruitment > Add Employee.
• Add a position in the branch office and department you created, connect the employee to the position, enter the employee (Defining the accounting period and authorized branch offices) (Set the employee's authorizations) After assigning position etc. to our employee from HR > Add Position. From the authority groups, settings and authorizations are given from the box.
• Define the employee's SSI and salary information. We can make the settings in the HR > E-account > Salary - Allowance section.
• Let's define additional allowance, section, tax exemption for the employee.
• Start the employee timekeeping. It can be done from HR > E-Account > Timekeeping.

Bank

• Let's create 4 bank accounts, 2 TL, 1 USD, 1 EURO. Bank > Create Bank Account
• Let's deposit money from the cash account in line with the cash collections we make from our customers.
• Let's transfer money from these accounts, let's get transfers to these accounts. Let's deposit money from the Bank > Deposit Money into Account module.
• Then let's transfer between TRY accounts
• Then let's check the EURO, USD, TRY accounts.
• Then let's collect the check from the customer. Let's exchange checks on these accounts. Let's collect 3 checks to Accounts. 1 check bounced. And let's return it. Let's send these 3 Checks to the bank with Check Exit Bank for clearing. Let 2 of our checks be collected, and 1 of them will be bounced. Let's get our bounced check back to our portfolio from the bank via Check Return Entry Bank. Let's return it to our current with the Check Return Exit Register from us.
• Let's check the bank accounts at every stage. Did it add the transfer I made, did it do the outgoing transfer, etc.?

Account Registration

• Let's create an account. (For this, it is necessary to be authorized in the process. Let's give ourselves authority during the account registration process) Potential account comes in the list of account applications. When the potential checkbox is removed, it becomes an account. If the purchaser or sale is marked on the account detail, some icons above will appear. Let's connect an accounting code to the account. (Let's open an account code from 120 buyers or 320 sellers)
• Let's add an address/branch office to the account.
• Let's add an employee to the account. Let's give the employee a username and password. Let's enter the partner portal with this user and password. After registering the Account, click on the icon at the top of the account page detail. The employee addition page will appear.

Purchasing

• Let's give a purchase offer for the product we opened to an account we created. Let's turn the offer into an order. Let's define the process authorizations and transaction categories required for these transactions. First of all, let's add an offer from Purchasing > Offers. After this process, let's click on the icon in the offer detail. The Order page will appear directly in front of us.
• Let's bring the order stage to the shipment acceptance order and see that the order is in the stock-orders list.
• Let's turn this order into a delivery note with the send button. Let's find the relevant Order in Stocks > Orders and send it by clicking on the icon on the order.
• Let's check the stock of the product on the product stock detail page (truck icon in the product detail). Is the product we bought in stock? Let's see its transactions. How many products are in each warehouse?

Sales

• Let's record a sales opportunity for the other account. Let's turn the sales opportunity into an offer and an offer into a sales order. (Let's set the authorities. We can also register direct quotation or direct order)
• Let's turn the stages in the basket lines of the order into shipment. (We can also do this by changing the above stage of the order. However, in cases where there is more than one line, some products may not have arrived. For this, the stages in the lines are used)
• Let's find the order in stock orders as in purchasing and turn it into a delivery note.
• Let's check stocks and movements.