Knowledgebase

Getting started.

step 1 - company information setup

Add company details & information.

company setup

step 2 - currency & bank accounts setup

Change home currency & add bank accounts.

bank account setup

step 3 - fiscal year & opening balance

Add fiscal year & create opening balance.

opening balance

General Setup.

tax setup

setup item tax group, taxes & tax classes.

tax setup

GL accounts

customize GL accounts, groups & classes.

GL accounts

transaction references

customize transaction references for documents.

transaction references

payment term setup

add payment terms for sales order, invoice, etc.

payment term setup

quick entries setup

add quick entries for quick journal entries.

quick entries setup

system & general GL setup

system & general GL options setup.

system & general GL setup

add inventory items

add items into inventory, adjust inventory quantity.

add inventory items

add suppliers

add suppliers information.

add suppliers

user accounts setup

setup or add system user accounts & user access rights.

user accounts setup

unit measurements

change or add unit measurements for the items.

unit measurements

sales kit

sales kit is used for bundle items.

sales kit

backup & restore database

perform backup or restore database.

backup & restore

recurrent invoice

create recurrent invoice.

recurrent invoice

manage customers

add & manage customers database.

manage customers

Standard Operations.

sales quotation entry

prepare sales quotation or make sales quotation inquiry.

sales quotation entry

sales order entry

prepare direct sales order or convert sales quotation to sales order.

sales order entry

delivery of sales order

direct delivery or convert sales order to delivery order.

delivery of sales order

invoice sales delivery

invoice against sales delivery or direct invoice

invoice sales delivery

customer payment

recording full or partial customer payment.

customer payment

customer credit note

recording customer returns with credit note.

customer credit note

*Important: Kindly consult your accountants in regards of all setup (refer to terms & conditions).