FAQ

1. HOW TO ADD GST/ EXPENSES TO COST?

Settings> General Settings> Documents> Tick on Add GST to Cost/Add Expenses to Cost> Save

1. 
2. Will the inventory value adjust automatically when we enter the sales return? Yes, if you enable that in the general settings, it will be automatically adjusted.

3. How to prevent negative stock?

We can prevent negative stock in software by enabling Prevent Negative Stock option in setting side

Settings> General Settings> Documents> Tick on “Prevent Negative Stock”> Save

1. How can we set the price in the billing interface that was used in the last sales bill? Settings> General Settings> Documents> Tick on Use Last Sale Price.

2. How to enable automatic rounding off?

Settings > General Settings > Rounding Off >Select the necessary> Save

1. How to set a credit Period Limit? Setting>General Settings> Limits> Credit Period> Save

2. How to set E-Way bill limit?

Settings > General Settings > Limits > E- way Bill Limit (Set bill e-way limit here) > Save

1. How to generate code automatically for all items?

Settings > General Settings > Barcode > Tick on “Autogenerate code for items” > Save

1. How to lock items/accounts?

Settings > General Settings > Locks (Tick on the options that you want to lock) > Save

1. How to set tax assessment period?

Settings > General Settings > Miscellaneous ( Set tax assessment period here) > Save

1. How to allow items/ units to be created with the same name?

Settings > General Settings > Miscellaneous (Tick on “allow to create item with same name” / “allow to create unit with same Name” option) > Save

1. How to set item default as service?

Settings > Goods and Service default > Type (enable the type as service) > Save

1. How to allow fractional units?

Settings > Goods and Service Default > Tick on allow fractional unit option > Save

1. How to set the number of decimals for quantity?

Settings > Goods and Services Default > Number of Decimals for Quantity >Select the desired option>Save

1. How to set a separate invoice number for a particular document? Settings > Number Series > New > Enter the details> Save.

2. How to disable displaying a new document window after saving? To disable the displaying new document window;

Settings > Subdocuments > Select a document > Edit >General> Untick Display new document window after saving.

1. How to restrict access to a particular role in a subdocument? To restrict the access to a particular role in a subdocument;

Settings > Subdocuments > Select the document > Edit >General> Click Restrict access to members of the role > Select that particular role which one need to restrict access > Save

1. How to lock a document after it is saved? To lock a document after saving;

Settings > Subdocuments > Edit >Tick on the Lock documents upon savings > Save.

1. How to set a party account as default in a subdocument? To set party account as default in a subdocument;

Settings > Subdocuments > Select the Document > Edit > Party account>Click the party account (while clicking the party account all accounts in that particular company will be displayed) > Select the account that need to be set as default > Save

1. How to allow negative stock? To allow negative stock;

Settings > Subdocuments > Edit > Filters and Checks > Allow negative stock (Yes/No) >Save.

1. How to set the limit of the maximum amount in an invoice? To set maximum limit of an invoice amount;

Settings>Subdocuments>Edit>Filters and checks> Maximum invoice amount (enter the maximum invoice amount)>save.

1. How to set it so that a print automatically comes out after saving the new document? To print automatically after saving the document;

Settings > Subdocuments > Edit > Print Settings > Enable Print on Saving> Save.

1. How to set the default print form? To set default print form;

Settings > Subdocuments > Print Settings>Select the print that needs to be set as default > Save.

1. How to set division as the default unit? To set division as default unit;

Settings > Subdocuments > Edit > Miscellaneous > Default unit > Enable Division>Save.

1. How to set the default quantity for a particular document? To set default quantity for a particular document;

Settings > Subdocuments > Select the document from the document list > Edit> Miscellaneous > Default Quantity (enter the default quantity) >Save.

1. How to set margins for different price categories of an item? To Set margins for different Price categories of an item;

   • Select the price calculation method from the setting side

   • Click on the NEW from the opened Window.

   • Enter the Name and percentages on the respective price categories

   • Also select the COST or MRP-COST, to add corresponding percentages.

2. How to set a price calculation method for an item? To set price calculation method for an item;

Items > items > Edit > Select price calculation method > save.

1. How to set a discount for an item for a time period? To set Sales scheme for items;

   • Settings > General settings > Miscellaneous > enable sales scheme.

   • Select Sales scheme for items from setting side

   • Click NEW SCHEME from the opened window.

   • Set the pricing and scheme then Save.

2. How to set a sales scheme for categories? To set sales scheme for categories;

   • Settings > General settings > Miscellaneous > enable sales scheme.

   • Select Sales scheme for categories from setting side

   • Select New Scheme From the opened window.

   • Set the scheme then Save.

3. How to import items? To import Items;

Make sure to select Single user mode and also proceed before taking a backup.

• • Select Import items from settings side;

  • Settings > Import Items

  • Before importing, Prepare Excel with necessary details below and proceed to import after converting Excel to CSV format.

• Select the CSV file from the folders and proceed with import.

• • Click on Validate Data

  • If the data is not valid, check on the missing list to identify the errors.

  • If the Data is valid, then click on import items.

1. How to set user ID and password for mobile extension? To set user ID and password for mobile extension;

   • Select online settings from settings side Settings > online settings > select user /account

   • 
   • E.g.: We selected the user as Guest, and now you can see that the guest role is selected there. Then set the password and save.

2. How to select items that need to show in the mobile extension? To select items that need to show in the mobile extension;

   • Select online settings from settings side

   • Settings > online settings > select online items

• (There are some options like select/ unselect/ select all/unselect all)

Select the items that need to show in mobile extension and close.

1. How to display item names in the local language? To create display item name in local language;

   • Select Language settings from settings side

   • Settings > language settings > Tick on the display item name in local language > save.

2. How to get item names in the local language on the print document? To get item name in local language on the print document;

   • Select language settings from setting side

   • Settings > language settings > (Tick on print item name in local culture also)> save.