{"id":6794,"date":"2021-07-17T07:10:03","date_gmt":"2021-07-17T07:10:03","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/docly-documentation\/elements\/adding-your-general-settings\/"},"modified":"2023-08-04T17:11:03","modified_gmt":"2023-08-04T11:41:03","slug":"adding-your-general-settings","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/docly-documentation\/elements\/adding-your-general-settings\/","title":{"rendered":"Adding your General settings"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

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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.<\/p>\n\n\n\n

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<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Adding your General SettingsThis is where you will be filling details relating to payment, inventory, etc. You will have to fillwhichever is relevant to your Business. Step 1 : Click SettingsStep 2 : Click General Settings under adminStep 3 :EditStep 4 :Select Books Starting Date, Financial Year Ending Date, Default Currency,Transaction Page Size, Settings Page […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2744,"menu_order":71,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-6794","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=6794"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6794\/revisions"}],"predecessor-version":[{"id":6801,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6794\/revisions\/6801"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2744"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=6794"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=6794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}