FAQ’s
Question No.1:
How to get the product description printed in Invoice?
SOLUTION
STEP 1 : Settings
STEP 2 : Invoice Settings under income tab STEP 3 : Edit
STEP 4 : For Invoice Settings, click the check box STEP 5 : Then click save.
STEP 6 : Log Out. STEP 7 : Then Login the software
Question No.2:
How to reset the user’s password?
SOLUTION
STEP 1 : Settings
STEP 2 : Click Users under Users & Access restriction in admin tab STEP 3 : Click Add a user button.
STEP 4 : Click the check box (Do you want to reset password) and give new Password
STEP 5 : Then click save.
Question No.3: How to get quantity option in quotation?
SOLUTION
STEP 1 : Settings
STEP 2 : Click Customise under income tab STEP 3 : Click Edit
STEP 4 : Click corresponding product based template STEP 5 : Then click save.
Question No.4:
How to edit Invoice/Bill/Quote/Sales order No.?
SOLUTION
STEP 1 : Settings
STEP 2 : Click General Settings under Admin tab STEP 3 : Click Edit
STEP 4 : Click the check box
(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)
STEP 5 : Then click save.
Question No.5:
How to check net speed if Software is slow?
SOLUTION
STEP 1 : Check your Computer Internet speed at www.speedtest.net
STEP 2 : Click Begin Test your Download speed should be minimum 2Mbps.
Question No.6:
What to do if the invoice is unable to delete?
SOLUTION
STEP 1 : Click Invoice under Income tab STEP 2 : Click view invoice under Action tab STEP 3 : Delete receipt under action tab.
STEP 4 : Click back
STEP 5 : Click delete invoice.
Question No.7:
What is the procedure if product shows Out of Stock?
Question No.8:
How to add Additional or Subtract Charges?
SOLUTION
STEP 1 : Settings
STEP 2 : Click Invoice under Income tab STEP 3 : Click Edit
STEP 4 : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale).
STEP 5 : Click save.
Question No.9:
How to view D.C after Invoice has made ?
SOLUTION STEP 1 : Click Invoice under Income tab STEP 2 : Click print DC under action button
Question No.10:
How to add logos in Invoice/PO/Quote?
SOLUTION STEP 1 : Click Invoice under Income tab STEP 2 : Click print DC under action button
Question No.11:
How to give access to the user if they want to see other User’s Records?
SOLUTION
STEP 1 : Settings
STEP 2 : click user under users & access restriction in admin tab. STEP 3 : Action button and Update user.
STEP 4 : Enable the check the box (Allow him/her to access other person records)
STEP 5 : Click save.
Question No.12:
How to add Company Service Tax / TIN / CST No.?
SOLUTION
STEP 1 : Click My reach under settings tab. STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details.
STEP 5 : In Tax Information you can add Service Tax / TIN / CST No. STEP 6 : Click save.
Question No.13:
How to view the Stock Reports?
SOLUTION
STEP 1 : Click Reports. STEP 2 : Click Compilation Stock Reports under Inventory Reports
Question No.14:
How to change the invoice Starting number ?
SOLUTION
STEP 1 : Click Reports.
STEP 2 : Click Bank Reconciliation Report under Accounting Reports.
Question No.15:
How to see the bank reconciliation report?
SOLUTION
STEP 1 : Click My reach under settings tab. STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details. STEP 5 : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6 : Click save
