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 tosee 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.