Setup Company

Loging Page

Enter User Name & Password

• Enter Given User name and passowrd and Click Sign In Button

Home Page

Home Page Detials

• 01. Sign Out/ Log Out from the System
• 02. Change User Password
• 03. Posting - Product Cost Refresh - More than 10,000 products companies need to refresh their cost through this function
• 04. Quick Search Find entered transaction Quickly
• 05. Create New -Shortcut for Master Data Create, Transaction and Main Reports
• 06. Click and Come to Home Page
• 07. Navigation Bar
• 08. Short Cut for Sub Modules

User

Create User and Setup Permission and Restrict IP

• 01 Navigation Bar -- and User Button
• 02. Click New Button for Create New User
• 03. Select the User name and Click Asign the Assign Permission Button for add permission for users to view, create, update and delete master data, transaction and reports
• 04. IP Restrict - If need to Access limited to Users we can give IP Address to User, then That user can log to system only for that internet connection ip

Setup Company Master Data

Update Company Master Details

• 01 Navigation Bar --+ Setup Company
• 02. Update Company name address and Contact Details
• 03. Setup Defult Tax Accounts, Discount Accounts, Product Accounts
• 04. Upload Image
• 04. Set Defult Stock Location, Expense Project and if company have sub company, setup sub company stock location and main expense alocate project/class

Setup System Master Data

Company Cofiguration List

• 01 Location/Stores --Need to Create Inventory Locations/Warehouse - eg-Main Warehouse, Production, Van 1. Van 2
• 02. Project/Class - Need to Create Projects and Class to generate seperate P&L, and All Reports
• 03. Payment Terms - Need to Create Customer Credit Preiod eg- cash only, 30 Credit Days
• 04. Taxes - Need to create Vat, NBT, SVAT and Other Tax names and rates
• 04. Other Names - Other Names use for payment vouchers
• 05. Shipment - Shipment No use fo track and doing import costing of products

Accounting Cofiguration List

• 01 Account Master - Create All Chart of Accounts (Income/Expense/Bank/Etc)
• 02. Account Category - Use for get Accounts reports by grouping account category
• 03. Journal Type - This use for Journel Entry Serial Setup. Eg - General Journal, Salary Journal, Adjustment Journal
• 04. Currency - When use multi currency need to create used curriencies and exchange rates

Sales Cofiguration List

• 01 Customer Master - Create Customers
• 02. Customer Category - Create Customer Category to group customes for Filter Reports
• 03. Marketing Officer - Create Sales Officers to View Sales and Collection reports by Marketing Officers

Product Cofiguration List

• 01 Product Master - Create Invenotry Manageble Products which use for Purchase, Production and Sales
• 02. Product Category - Create Product Category to group products for Filter Reports
• 03. Services Master - Create Non-invenotry and Services which use for Purchase, Production and Sales eg -Service Charge, Transport Charge
• 04. Unit - Create Product Measure Units eg- Kg, Nos, Box
• 05. Product Sub Category - Create Product sub Category to group products for Filter Reports
• 06. Brand Master - Create Product Brand to group products for Filter Reports
• 07. Model Master - Create Product Models to group products for Filter Reports
• 08. Barcode Print - Create Product Bacrode and Prints

Purchase Cofiguration List

• 01 Vendor/Suplier Master - Create Vendors/Suppliers for Purchase Products
• 02. Vendor Category - Create Vendor Category to group products for Filter Reports