How Can We Help?
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Introduction
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Add Store Details
- How to add or update store details?
- How to check organization summary?
- How to add/edit financial year details?
- How to set financial year serial numbers?
- How to set an active financial year?
- How to switch on maintenance mode?
- How to check the registered devices?
- How to run year end jobs?
- How to bulk upload inventories, customers & supplier’s data?
- How to export Indents into CSV?
- How to delete vouchers?
- How to create platform users?
- How to check live users?
- How to check app users?
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Financial Year
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Add Product Services
- How to add HSN/SAC codes?
- How to add a new product/service?
- How to add product categories?
- How to add brand/manufacturer?
- How to create stock adjustment reasons?
- How to add a sales category?
- How to check supplier’s data?
- How to check customers data?
- How to add loyalty members?
- How to add tax rates?
- How to add bank account details?
- How to add the opening balance for a customer?
- How to add the opening balance for a supplier?
- How to add business users?
- How to create sales combos?
- How to create promo offers?
- How to create marketing campaigns?
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Add Purchases
- How to add the purchase entry?
- How to approve the purchase order?
- How to create GRN (Goods Received Number) for a purchase order?
- How to generate barcode stickers for items in a purchase order?
- How to return a purchase and raise a debit note?
- How to add a sales entry?
- How to add shipping information on a sales invoice of a B2B customer?
- How to edit an invoice?
- How to print invoices of B2B customers?
- How to print invoices of B2C customers?
- How to record a sales return entry?
- How to create a gatepass entry?
- How to create a payment voucher?
- How to create a receipt voucher?
- How to create a cash voucher?
- How to create a credit note?
- How to create a debit note?
- How to approve a sales indent?
- How to create sales orders from sales indents?
- How to compare Indent Vs Sales?
- How to transfer stocks from one store to another?
- How to manage stock adjustments?
- How to prepare a stock audit report?
- How to post sales entries to cashbook?
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Track Items
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Search Invoices
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Create Catalogs
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Add Leads
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Reports
How to set an active financial year?
After logging into the application there will be an option of “Admin Panel” on the left side. Under “Admin Panel” we have “Settings”, after clicking on “Settings” we have “Set Active FY”
Clicking on “Set Active FY” will redirect to the screen where we can choose the year and click on “Make Active” CTA.