Phone Book

Here you can view the mobile number and address of the customer or supplier.

Steps:

1.Click Contact->View Phone Book.
  


2.Select the search method either by contact name or Id  or display name or mobile number or Email id.
    


 3.View your required contact by click page field  and click search to see the other pages.

Pro forma invoice

    A pro forma invoice is a document that states a commitment on part of the seller to deliver the products or services as notified to the buyer for a specific price.


Add Pro forma Invoice:


 
Steps: 
1.Click Accounts->Add proforma and Enter the company name  of the customer (to where you are going to make an PO) or click Create Contact icon to Create New Contact.
2.Fill those fields in the top which are all optional and only for your reference.
FIELDS
DESCRIPTION
Reference number
The Reference number which may be any reference number
Party DC
Party DC refers to the customer's DC number/Id  for future reference
Our DC
Our DC refers to your Company DC number/Id
Party Order/ PO
Party Order/ PO refers to the Purchase Order number of the party
Job No
Job No refers  to the Job Number of your company
Tags/Style No
Tags/Style No refers to the Tag number or Style number of your company
Our PO
Our PO refers to your company purchase order number
Create Date
You can change the date of transaction by using this option.
Staff
Staff refers to your company staff name by whom this transaction details entered
           
Terms
Terms refers to any terms and condition of your company can be added to this column
Status
Status is used to mention the status of that transaction (for ex: paid / to pay)
Print
Print is used to print that particular transaction
Qty
Quantity of the product (how many product)















3.Enter the product name or service name or barcode of the product or click Product icon to create new product.
4.Enter the quantity of the product and click Enter(repeat the step 4 and step 5 for entering number of products in the product entry section) .
5.If you want to print Click Print on Save check box and then click Save and Close  or Save and New.

 6.A successful message will appear





Another Method:
Enter data in the product entry section (If you maintain any particular company's product which repeatedly comes for the Pro forma invoice you may use this method):
1.Create a template which should have same Column Name as like this.
2.Add button is used to add a row to it(equal to number of column in the excel sheet).
3.Remove button is used to remove the selected row in product entry section.
4.Paste From Excel is used to paste the copied data in that excel sheet.


Update proforma invoice:
    Here you can
        Edit the already created proforma invoice
        Send a SMS to your supplier,
        Send an email to your supplier,
        Export that Proforma invoice to Excel,
        Maintain the status of a Proforma invoice
        And also create a new Proforma invoice
 
Steps to Edit : 
1.Click Accounts-> Update proforma and Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the Proforma invoice you want to update by clicking the Checkbox and click Update icon.
4.Make the changes and save it.

  
Filter:
We can search the Pro Forma Invoice using Pro forma invoice Id, Date, status etc.,instead of company name for that Click Filter Data  and enter the key in the respective column and Click Filter and make the action you want.


Steps to Delete :
1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the Proforma invoice you want to delete by clicking the Checkbox and click Delete icon.
4.Click Yes to confirmation box, if you want to discard deleting click No.

 5.A successful message will appear




Purchase order

   A purchase order is an document that offers to sell goods or service at a stated price under specified conditions for suppliers or vendors. Here you can create, update or delete the purchase order.


Add Purchase Order:

 
Steps:
1.Click Account->Add Purchase Order and Enter the company name  of the supplier (to where you are going to make an PO) or click Create Contact icon to Create new Contact
2.Fill those fields in the top which are all optional and only for your reference
FIELDS
DESCRIPTION
Reference number
The Reference number which may be any reference number
Party DC
Party DC refers to the customer's DC number/Id  for future reference
Our DC
Our DC refers to your Company DC number/Id
Party Order/ PO
Party Order/ PO refers to the Purchase Order number of the party
Job No
Job No refers  to the Job Number of your company
Tags/Style No
Tags/Style No refers to the Tag number or Style number of your company
Our PO
Our PO refers to your company purchase order number
Create Date
You can change the date of transaction by using this option.
Staff
Staff refers to your company staff name by whom this transaction details entered
           
Terms
Terms refers to any terms and condition of your company can be added to this column
Status
Status is used to mention the status of that transaction (for ex: paid / to pay)
Print
Print is used to print that particular transaction
Qty
Quantity of the product (how many product)

















3.Enter the product name or service name or barcode of the product or click Product icon to Create New Product
4.Enter the quantity of the product and click Enter(repeat the step 4 and step 5 for entering number of products in the product entry section)
5.If you want to print Click Print on save check box and then click Save and Close  or Save and New.


Another Method:
Enter data in the product entry section (If you maintain any particular company's product which repeatedly comes for the Purchase order you may use this method):
1.Create a template which should have same Column Name as like this.
2.Add button is used to add a row to it(equal to number of column in the excel sheet).
3.Remove button is used to remove the selected row in product entry section.
4.Paste From Excel is used to paste the copied data in that excel sheet.

Update :
    Here you can
        Edit the already created PO
        Send a SMS to your supplier,
        Send an email to your supplier,
        Export that PO to Excel,
        Maintain the status of a PO
        And also create a new PO

Steps to Edit :
1.
Click Account->Update Purchase Order Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the PO you want to update by clicking the checkbox and click Update icon.
4.Make the changes and save it.



  
Filter:
  We can search the Purchase order using Purchase order Id, Date, status etc.,instead of company name for that Click Filter Data  and enter the key in the respective column and Click Filter and make the action you want.


Steps to Delete :
1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the PO you want to delete by clicking the Checkbox and click Delete icon.
4.Click Yes to confirmation box, if you want to discard deleting click No.


Expense or purchase

   An expense is done while you buy or get anything from others for money whether it may be related to expense of buying goods, advertising your business, labor charges, rent, office equipment and supplies etc., Here you can create a new expense and update and delete it and you can make the record of your payment which may be cash or credit.


Add expense:

Steps:
1.Click Accounts->Add Expense and Select that expense is done for cash or credit by clicking on the Drop Down box at top left corner.
2.Enter the company name  of the supplier (to where you are going to make an expense) or click Create Contact icon to create new contact.
3.Fill those fields in the top which are all optional and only for your reference.
FIELDS
DESCRIPTION
Reference number
The Reference number which may be any reference number
Party DC
Party DC refers to the customer's DC number/Id  for future reference
Our DC
Our DC refers to your Company DC number/Id
Party Order/ PO
Party Order/ PO refers to the Purchase Order number of the party
Job No
Job No refers  to the Job Number of your company
Tags/Style No
Tags/Style No refers to the Tag number or Style number of your company
Our PO
Our PO refers to your company purchase order number
Create Date
You can change the date of transaction by using this option.
Staff
Staff refers to your company staff name by whom this transaction details entered
           
Terms
Terms refers to any terms and condition of your company can be added to this column
Status
Status is used to mention the status of that transaction (for ex: paid / to pay)
Print
Print is used to print that particular transaction
Qty
Quantity of the product (how many product)















4.Enter the product name or service name or barcode of the product or click Product icon to create new product.
5.Enter the quantity of the product and click Enter(repeat the step 4 and step 5 for entering number of products in the product entry section).
6.Enter the GST% , discount amount or discount percentage.
7.If you want to add the stock of the product you entered here, just select the add to stock check box in the bottom of the page.
8.If you want to print Click Print on save check box and then click Save and Close  or Save and New.

Another Method:
Enter data in the product entry section (If you maintain any particular company's product which repeatedly comes for the Expense or purchase you may use this method):
1.Create a template which should have same Column Name as like this.
2.Add button is used to add a row to it(equal to number of column in the excel sheet).
3.Remove button is used to remove the selected row in product entry section.
4.Paste From Excel is used to paste the copied data in that excel sheet.
 
Update expense:
    Here you can
        Edit the already created expense
        Send a SMS to your customer,
        Send an email to your customer,
        Export that expense to Excel,
        Export to product inward , GRN etc.,
        Maintain the status of a expense
        And also create a new expense

Steps to Edit :
1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the expense you want to update by clicking the Checkbox and click Update icon.
4.Make the changes and save it.


Filter:
We can search the Expense using Expense Id, Date, status etc.,instead of company name for that Click Filter Data  and enter the key in the respective column and Click Filter and make the action you want.


Steps to Delete :
1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the expense you want to delete by clicking the Checkbox and click Delete icon.
4.Click Yes to confirmation box, if you want to discard deleting click No.



Estimate

    Estimate is an approximate calculation or judgement of the value, number and quantity of the product or service.


Add Estimate:
    Here you can create a new estimate by using following steps.
Steps:
1.Click Accounts->Add Estimate

2.Enter the company name or create new contact by clicking on the Contact icon
3.Fill those required field.
FIELDS
DESCRIPTION
Reference number
The Reference number which may be any reference number
Party DC
Party DC refers to the customer's DC number/Id  for future reference
Our DC
Our DC refers to your Company DC number/Id
Party Order/ PO
Party Order/ PO refers to the Purchase Order number of the party
Job No
Job No refers  to the Job Number of your company
Tags/Style No
Tags/Style No refers to the Tag number or Style number of your company
Our PO
Our PO refers to your company purchase order number
Create Date
You can change the date of transaction by using this option.
Staff
Staff refers to your company staff name by whom this transaction details entered
           
Terms
Terms refers to any terms and condition of your company can be added to this column
Status
Status is used to mention the status of that transaction (for ex: paid / to pay)
Print
Print is used to print that particular transaction
Qty
Quantity of the product (how many product)















4.Enter the Product name or Service or Barcode of the product or you can create new product by clicking on the Product icon
5.Enter the Quantity and click Enter(if  you want to enter the list of product from Excel use another method defined below.
6.You may enter the GST %, Discount % or discount amount and click Enter
7.If you want to don't round off the estimate click Don't Round off check box in the bottom of the page
8.Click Save & Close or Save & New button.



Another Method:
Enter data in the product entry section (If you maintain any particular company's product which repeatedly comes for the Estimate you may use this method):
1.Create a template which should have same Column Name as like this.
2.Add button is used to add a row to it(equal to number of column in the excel sheet).
3.Remove button is used to remove the selected row in product entry section.
4.Paste From Excel is used to paste the copied data in that excel sheet.

Update Estimate:
    Here you can
        Edit the already created estimate,
        Send a sms to your customer,
        Send an email to your customer,
        Export that estimate to Excel,
        Export to quotation, invoice, Dc, packing list, product outward transactions etc.,
        Maintain the status of a estimate.
        And also create a new estimate.
 
Steps to Edit :  
1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below).
2.Select the company from the list and Click Search icon.
3.Select the estimate you want to update by clicking the. Checkbox and click Update icon.
4.Make the changes and save it.





Filter:
    We can search the Estimate using Estimate Id, Date, status etc.,instead of company name for that Click Filter Data  and enter the key in the respective column and Click Filter and make the action you want.

 Steps to Delete :

 1.Enter the company name in the search box (If you don't know the company name but you know any other keyword to search use Filter option, it will explain below)
2.Select the company from the list and Click Search icon
3.Select the Estimate you want to delete by clicking the Checkbox and click Delete icon
4.Click Yes to confirmation box, if you want to discard deleting click No