Supermarket Software
If you are using our Supermarket Software, this section has all the answers you need.
Articles
- Adding your Business Profile
- Adding your General settings
- Module customisation
- Branch Settings
- User settings
- Reset Data Settings
- Designation
- Salesman
- Customise
- Proforma Invoice Settings
- Invoice Settings
- Product Categories
- Add Products
- Import Products
- Design
- Customer Type Settings
- Add Customer
- Import customer from Excel
- Tax Class Settings
- Tax Settings
- Purchase order settings
- Vendor Settings
- Import Vendor from Excel
- User access restriction settings
- Accounts settings
- Account Groups
- Ledger Settings
- Import Bank Transactions
- Using the Dashboard
- Sales
- Creating Invoice
- Add Receipt Function in Sales
- Import Receipt Function in sales
- Using Credit note function in sales
- Check all the reminders with ease
- Purchase
- Debit note function in Expense Tab
- Accounting
- Contra Function in Accounting
- Frequently Asked Questions
- Reports
Adding your Business Profile
Adding your Business Profile
First thing that comes under Business Settings is Business Profile. Business Profile is the place
where you will have to provide the details about the company and its financials.




Step 1 : Click Settings
Step 2 : Click business profile under admin
Step 3: Edit
Step 4 : Click one by one fill in the relevant details
Step 5 : Save
Adding your General settings
Adding your General Settings
This is where you will be filling details relating to payment, inventory, etc. You will have to fill
whichever is relevant to your Business.





Step 1 : Click Settings
Step 2 : Click General Settings under admin
Step 3 :Edit
Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Currency,
Transaction Page Size, Settings Page Size,
Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Manufacture
Order/Invoice/Bill/Quote/Sales Order/PO voucher number)
Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing shipments
(as invoice/bill it automatically triggers the output from Inventory followed
by invoice/bill, if you select incoming/outgoing shipments dramatically changes
the process in inventory)
Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown
Based on your business follow.
Step 8 : If you want to add Packing List you can enable the check box
Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc
(as so ->dc -> invoice it automatically triggers the output from sales order followed
by dc and get ends in invoice
if you select so -> invoice -> dc it dramatically changes the process from sales
order followed by invoice and ends in dc)
Step 10: If you want to add some additional fields in Invoice/Sales Order Quote
you can enable the check box
Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As
Po -> Bill -> Grm Expense it automatically triggers the output from Purchase
order followed by Bill and get ends in Grm
if you select Po -> Grm -> Bill it dramatically changes the process from Expense
followed by Purchase order and ends in bill
Step 12 : Save
Module customisation
Module Customization
Module Customization is one of the special feature of this software. If you want to change the module
name you can edit by your own.




Step 1 : Click Settings
Step 2 : Click module customization under admin
Step 3 : Add Module Customization
Step 4 : Choose Module Customization
Step 5 : Type Display Name
Step 6 : Create
Branch Settings
Branch Settings
This particular tab will be applicable only for companies whoever has their office in more than one
location. By maintaining separate branches you can actually know the exact income and revenue
from each branch








Step 1 : Click My reach under settings tab
Step 2 : Click Organisation name
Step 3 : Click financial Dates
Step 4 : Click Add button under branch details
Step 5 : Fill in the details
(Branch Name, Company Name, Mobile, Address Information, Tax
Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings,
Purchase Order Settings, Stock Transfer Settings)
Step 6 : Click Create
User settings
User Settings
This is where you create Users & assign rights to each user depending on their job roles in the
company.





Step 1 : Click Settings.
Step 2 : Click Users under Users & Access Restriction.
Step 3 : Add Users.
Step 4 : providing Access to employees.
(Admin user may provide restricted access to employees according to their
position, Fill the username and email id).
Step 5 : Your user can access to other person records If you enable the check
box.
Step 6 : If you want to give Purchase Rights to User, you should enable the
check box.
Step 7 : If you want your user to edit price, you should enable the check box.
Step 8 : If you want to reset your user password you should enable the check
box.
Step 9 : Save.
Reset Data Settings
Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will
save a lot of time and efforts by pre Delete all your data in Reach and start fresh.



Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under admin tab then click Reset Data
Step 3 : If you want to reset your old account data enable the needful checkbox
Step 4 : Reset data.
Designation
This particular tab you can add designation.





Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under Admin tab then click
Designation
Step 3 : Click Add Designation
Step 4 : Fill the Designation details
Step 5 : Click Create
Step 6 :
Salesman
All details relating to your Salesman can be created here. This serves as a Salesman database from
where you can extract every detail of your Salesman.





Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under Admin tab then click
Salesman
Step 3 : Click Add Salesman
Step 4 : Fill the Salesman details
Step 5 : Click Create
Customise
Customise is one of the special feature of this software.



Step 1 : Click Settings.
Step 2 : Click customise under income tab.
Step 3 : Edit.
Step 4 : Select the Invoice Template based on your nature of Business.
Step 5 : Save.
Proforma Invoice Settings
You can directly create proforma invoice settings in 2 steps.



Step 1 : Click Settings.
Step 2 : Click Proforma invoice under income tab.
Step 3 : Click edit.
Step 4 : Enable the checkbox relevant details.
Step 5 : Click save.
Invoice Settings
You can directly create invoice settings based on your nature of Business.



Step 1 : Click Settings
Step 2 : Invoice Settings under income tab
Step 3 : Edit
Step 4 : Enable the checkbox relevant details.
(You can create additional Charges, Subtract Charges, For Invoice)
If you want Product Description, Tax, user contact , Address, Billed By to be
Printed for in invoice, Enable the checkbox.
Step 5 : Click save
Product Categories
This is where you can all details relating to your product category can be created here.



Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab
Then Click product category
Step 3 : Add category button
Step 4 : Fill the Product category, based on your business
Step 5 : Click save
Add Products
This is where you can add product details relating to your Business can be created here. This serves
as a product database from where you can extract every detail of your product.



Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab Then Click product
Step 3 : Click add product
Step 4 : Fill the Product details based on your business
(Primary Details, Purpose Details, Vendor Details, Display Details,
Intimate Details, Accounts Category Details, Units Detail, Inventory Details,
Storage Details)
Step 5 : Click save
Import Products
This is where you can import product





Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab
Then Click product
Step 3 : Click import product
Step 4 : Click Choose file & you can import the excel file
(Import excel format : Customer Code, Title, Customer Type, Name,
Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2,
Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number,
Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger,
Executive)
Step 5 : Click Import
Step 6 : Import the Product details based on your business
Step 7 : Click save
Design
This is where you can add your product design
Brand
You can directly create your Product brand
Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Design
Step 3 : Add Design button
Step 4 : Fill the Product Design
Step 5 : Click Create
Style
Style is one of the special feature of this software. If you want to add the Product style.
Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Brand
Step 3 : Add Brand button
Step 4 : Fill the Product Brand
Step 5 : Click Create
Color
This particular tab will be applicable only for add your Product Color name, Code.
Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Brand
Step 3 : Add Brand button
Step 4 : Fill the Product Brand
Step 5 : Click Create
Customer Type Settings
This is where you can segregate your customers based on their types.


Step 1 : Click Settings
Step 2 : Click product Settings, Under Sales settings tab. Then Click Discounts.
Step 3 : Add Discounts button
Step 4 : Fill the Product Discounts
Step 5 : Click Create

Step 1 : Click Settings
Step 2 : Click customer settings under income tab then click customer type
Step 3 : Add Customer type
Step 4 : Fill the Customer type based on your customer
Step 5 : Click save
Add Customer
Now Click Customers. All details relating to your customers can be created here. This serves as a
customer database from where you can extract every detail of your customer.





Step 1 : Click Settings
Step 2 : Click admin
Step 3 : Click customer Under customer settings tab
Step 4 : Click add customer button.
Step 5 : Fill the Customer details, Based on your customer
( Customer Address, Accounting Information )
Step 6 : Click save
Import customer from Excel
This is where you can import Customer.



Step 1 : Click Settings
Step 2 : Click Income
Step 3 : Click Customer under customer settings tab
Step 4 : Click Import Customer
Step 5 : Click Choose file
Step 6 : you can import the excel file
(Import excel format : Customer Code, Title,Customer Type, Name ,
Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2,
Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number,
Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger,
Executive)
Step 7 : Fill the relevant details & Save
Tax Class Settings
This is where you can create various Taxes Class relevant to your Business.



Step 1 : Click Settings
Step 2 : Click income under tax settings tab then click tax class
Step 3 : Add tax Class
Step 4 : Fill the tax class details
Step 5 : Click Create
Tax Settings
This is where you can create various Taxes relevant to your Business. You also have the option to
edit the tax rates whenever there is a change in tax rates.



Step 1 : Click Settings Click income
Step 2 : Click tax settings under income tab then Click taxes
Step 3 : Click Add tax
Step 4 : Fill the Tax details
(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax
Number on Invoices, Ledger, Tax Rate)
Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox
Step 6 : Click Create
Purchase order settings
This is where you can segregate your purchase order based on their types.



Step 1 : Click Settings
Step 2 : Click Purchase Order Settings under Expenses tab
Step 3 : Click Edit
Step 4 : Choose the relevant details
Step 5 : Click Save
Vendor Settings
All details relating to your vendors can be created here. This serves as a vendor database from
where you can extract every detail of your customer



Step 1 : Click Settings
Step 2 : Click Vendor Settings under Expenses tsb
Step 3 : Click Add Vendor
Step 4 : Fill your vendor details
Step 5 : Click Create
Import Vendor from Excel
This is where you can import Vendor.




Step 1 : Click Settings
Step 2 : Click Vendor Settings under Expenses tsb
Step 3 : Click Import vender
Step 4 : Click Choose file & you can import the excel file
(Import excel format : Name, Vendor Type, Company, Email, Mobile,
Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number,
Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger)
Step 5 : Click import
Step 6 : Fill the relevant details
Step 7 : Click save
User access restriction settings
This is where you create Users and assign rights to each user depending on their job roles in the
company.



Step 1 : Click Settings
Step 2 : Click User Access Restriction Settings under Leads
Step 3 : Click Add Executive
Step 4 : Fill the relevant details
Step 5 : Click Create
Accounts settings
Now Click Accounts. This particular setting is where you can create various accounts head for your
Business. Our Software comes with some general heads which is used by most of the businesses.
If you want to create your own categories, you can create it as required




Step 1 : Click Settings
Step 2 : Click Accounts Settings under accounts settings
Step 3 : Click Add settings
Step 4 : Fill the relevant details
Step 5 : Click Create
Account Groups
This particular setting is where you can create various account Groups head for your Business
If you want to create your own categories, you can create it as required.



Step 1 : Click settings
Step 2 : Click account groups under account settings
Step 3 : Click add a group button.
Step 4 : Fill in the relevant details
Step 4 : Click create
Ledger Settings
In this particular setting you will be able to create asset, Liability, Income, Expense and bank Account
for billing purposes.



Step 1 : Click settings
Step 2 : Click ledger settings under accounts settings
Step 3 : Click add an Account button.
Step 4 : Click add account & fill the relevant details
Step 5 : Click create
Import Bank Transactions
In this particular setting you will be able to create asset, Liability, Income, Expense and bank Account
for billing purposes.





Using the Dashboard
All you have to do is log on to www.reachaccountant.com with your username and password. After
logging into your Account, you will be automatically taken to the Dashboard screen.

Sales
How to use POS
In this particular feature you can directly create new POS Sales Bill, Repair, Payment






Step 1 : Click POS under sales tab
Step 2 : Click Sales Bill
Step 3 : Select customer name, mobile number, Address, Choose code and
add a payment detail,
Step 4 : Click Print Estimate, Save & Print bill, cheque payment,
Step 5 : If you can create new Repair, Payment.
Creating Invoice
This is where you can create/add invoice view the list of invoices made through the software with the
status and performs the necessary action like converting the invoice to PDF, Print, Update, delete
and cancel.




Step 1 : Click Invoice under Sales tab
Step 2 : Add invoice
Step 3 : Fill the invoice details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Add Receipt Function in Sales
In this particular tab you will be able to, Add or Create receipt.




Step 1 : Click Receipt under sales tab
Step 2 : Click add receipt
Step 3 : Fill the receipt details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/
Print DC
Import Receipt Function in sales
In this particular tab you will be able to, Add or Create receipt





Step 1 : Click Receipt under sales tab
Step 2 : Click add receipt
Step 3 : Fill the receipt details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/
Print DC
Using Credit note function in sales
This feature helps you to create any number of credit note as required





Step 1 : Click Credit note under sales tab
Step 2 : Click add Credit note
Step 3 : Fill the Credit note details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then PDF/print/email/add receipt/update
Check all the reminders with ease
You can easily check all your reminders in a click.


Step 1 : Click reminders under leads tab
Step 2 : Click Action button Convert it to Set Reminder
FOS response, Edit remainder, Disqualify, Convert to quote, Convert to
sales order, Sms to customer.
Purchase
Create Purchase Order
It helps to Create any number of Purchase order.
Step 1 : Click purchase order under purchase
Step 2 : Add purchase order
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : View purchase order (or) Create purchase order PDF (or) Mail purchase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Convert to expense (or) Duplicate po.
Using Bill function in Purchase tab
You can create any number of Bill in this tab
Step 1 : Click Bill under Purchase tab
Step 2 : Add Bill
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add payment (or) print tag
Step 6 : Convert to Print, Excel,PDF
Adding a Payment
You can create payment in just one click with all the customer details and perform the necessary
action like Print, Mail or take PDF of it



Step 1 : Click Payment under expenses tab
Step 2 : Add Payment
Step 3 : Fill the relevant details
Step 4 : Click save
Debit note function in Expense Tab
It can be used to create Debit note with all the customer details where you can save it as well as
Email, SMS and create new for your customers.





Step 1 : Click Debit note under expenses tab
Step 2 : Add debit note
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add
payment (or) Delete
Accounting
Journal function in Accounting
Journal function under Accounting tab you can add or delete the income as and when required.




Step 1 : Click Journal under Accounting tab
Step 2 : Click add journal
Step 3 : Fill the relevant details
Step 4 : Click Save
Step 5 : Click Action button Update journal or delete journal
Contra Function in Accounting




Step 1 : Click Contra under Accounting tab
Step 2 : Click add contra
Step 3 : Fill the relevant details
Step 4 : Click Create
Step 4 : Click Action button Update contra or delete contra
Frequently Asked Questions
Frequently Asked Questions
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:
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.8:
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.9:
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.10:
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.11:
How to change the invoice Starting number ?









SOLUTION
STEP 1 : Click Reports.
STEP 2 : Click Bank Reconciliation Report under Accounting Reports.
Question No.12:
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
Reports
Using Reports Function
You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports
