Settings Module

A good user-friendly software allows its customers to customize and make changes to use the software according to their requirements.

Upload initial data:

To import the details of Products, Customers, and Vendors:

Click on Settings icon->Upload initial data->Choose file.
Click on click here to download the template option to download template
Select the required importing file, by clicking on search field.
Then click on import button.
Follow above steps for importing the details of your Products, Customers, and Vendors.

To customise the inventory module,

Go to settings icon-> General settings->inventory (from the list).
In General Tab,
1. You can set the default values for product category, product type, and product unit by clicking on the field.
2. Select the required values from the available list.
3. Select the checkbox to enable or diable the option to display the stock quantity, opening stock.
In transaction Auto number tab, you can edit the format for the transaction auto generated number.
In account mapping tab, you can map the accounts to use for the inventory transactions.
Then click on submit button.

To customise the purchase module,

Go to settings icon-> General settings->purchase (from the list).
In General Tab,
1. You can set a default request type.
In transaction Auto number tab, you can edit the format for the transaction auto generated number.
In account mapping tab, you can map the accounts to use for the purchase transactions including discount, freight and advances amounts.
In screen settings tab,
1. You can set a default vendor detail.
2. select the checkbox to enable/Disable certain values to be displayed in the purchase invoice, vendor payment and goods receive note.
Then click on submit button.

To customise the sales module,

Go to settings icon-> General settings->sales (from the list).
In General Tab,
1. Select the checkbox to enable/disable certain options to be displayed in the module page.
Select the checkbox to enable/disable certain options to be displayed in the module page.
In account mapping tab, you can map the accounts to be used for the sales transaction including discount, freight and advances amounts.
Then click on submit button.