USER => ORGANIZATION => ORGANIZATION SETUP => ORGANIZATION
The details of the Organization can be registered in this software, through this feature.
Site Name - Company title.
Company Name - Company name.
Company Short Name -
City - Company belong to which city.
GST No.- GST number of the company.
Pan No. - Pan number of the company.
Email - E. Mail of the company.
RTGS - This is useful in the manufacturing department where the bank details in the order are used.
From Submit Seconds - The seconds saved here, will restrict the save button from double-clicking. I.e. the save button can not be clicked and will be delayed the time set here.
USER => ORGANIZATION => ORGANIZATION SETUP => GENERAL/CONFIGURATION
(1) ENABLE PRICE LIST : “YES” & In Price-List we have to select “ITEM”
USER => ORGANIZATION => GENERAL/CONFIGURATION => INVENTORY => Transaction/Job Re/Order Rep/Tour
At the bottom of the page we have an option “Enable Price-List” in Purchase and Sales.
If we put “YES” then the Master Group is applicable on whichever sector Sales/ Purchase we apply.
If we put “NO” then the Master Group is not applicable. Then all the items available will be shown as desired
E.G.
In the above fig, If we put “YES” in Purchase. Master Group is applicable. Following is the screen.
When we put “No”, the total item comes as a drop down, as below.
(2) USER => ORGANIZATION => GENERAL/CONFIGURATION
If we Enable and select ‘YES’ in ENABLE ITEM WISE PRICE LIST GROUP UPDATE. The Effect will be as below
INVENTORY AND SUPPLY CHAIN => CONFIGURATION => INVENTORY SETUP => ITEM
We get the following Screen, where click Action and Edit
In ITEM extra Tabs will be shown (1) Price-List Group Wise (where you can change Item details Group Wise)
(3) ENABLE ITEM WISE ALL PRICE LIST GROUP UPDATE: YES
INVENTORY AND SUPPLY CHAIN => CONFIGURATION => INVENTORY SETUP => ITEM => Action => Edit
You will have an extra TAB (All Price-List Group), by clicking you get the following screen
We can select Supplier or Customer. All the Groups in that Category can be updated from here.
(4) PRICE LIST : (a) Collection (b) Category (c) Sub Category (d) Item
(e) Item Design
If you select any one (e.g. Sub Category), it will be reflected as follows
Configuration => Price List Setting => Group
Click (+), we get a dropdown Sub Category wise.
(5) ENABLE ACCOUNT WISE PRICE LIST: No
The Effect of this will show in Sales, Sales Return, Purchase and Purchase Return. The Group price list for the Customer will not be applicable. All the items will be coming in the dropdown. Shown below.
(6) DIRECT LIST ITEM IN PRICE LIST: YES
As Follows
Effect : INVENTORY AND SUPPLY CHAIN => CONFIGURATION => PRICE LISTING SETUP =. GROUP => (+)
We get the total regular items available as shown below in Fig., we can delete or add to the new group.
DIRECT LIST ITEM IN PRICE LIST: NO
Effect: One by one we can enter items. All the items will not show in the drop-down. When we click on “Select Item 🔻” all the items we showed in the drop-down, and from there we can select the item. If we want to add one more item, we have to click (+) and so on.
Following is the screen.
(7) OPENING/CLOSING VOUCHER: At present discontinued.
(8) ENABLE GOLD: Yes
(9) ENABLE SILVER: Yes
(10)ENABLE PLATINUM: Yes
All (8),(9),(10) Effects are as follows :
INVENTORY AND SUPPLY CHAIN => ACCOUNT => ALL ACCOUNT
Click on ‘Action’, and you will get many options, out of this click ‘Edit’, and you will get the following.
After that click (1) i.e. ‘Opening’, and you will get the following screen.
Effect: When in User we select YES in the above fig there are three rows which represent Gold, Silver, and Platinum. If we select any option as ‘No’ then that specific row of that metal vanishes (will be omitted).
All (8),(9),(10) Effects are as follows :
INVENTORY AND SUPPLY CHAIN => REPORT => FINANCE => ALL ACCOUNT LEDGER
When we put ‘YES’ in Gold, Silver & Platinum Following is the screen
When you click (🔻) and Generate all accounts. And when you go for a specific account, all three columns will be coming. If we select any option as ‘No’ then that specific row of that metal vanishes (will be omitted).
All (8),(9),(10) Effects are as follows :
INVENTORY AND SUPPLY CHAIN => REPORT => FINANCE => BANK REPORT
When we click (🔻) drop-down and options for generating Report. We have to fill up the boxes CATEGORY NAME, ACCOUNT NAME: GROUP BY:(Voucher Item)
We get the following
Effect: When in User we select YES in the above fig there is three columns which represent Gold, Silver, and Platinum. If we select any option as ‘No’ then that specific column of that metal vanishes (will be omitted).
All (8),(9),(10) Effects are as follows :
INVENTORY AND SUPPLY CHAIN => REPORT => FINANCE => CASH REPORT
On clicking (🔻), we get the pop-up. Following is the screen. We have to select the following ACCOUNT NAME:- Cash; TO ACCOUNT NAME:- Bank Name; GROUP BY:- Voucher Item
Following is the fig.
On clicking the Generate Button, we get the following effect: When in User we select YES in the above fig there are three columns which represent Gold, Silver, and Platinum. If we select any option as ‘No’ then that specific column of that metal vanishes (will be omitted).
All (8),(9),(10) Effects are as follows :
INVENTORY AND SUPPLY CHAIN => REPORT => FINANCE => EXPENSE REPORT
When we click (🔻) following is the screen
We have to select (2)&(3) and the rest, then click on Generate (4), following is the screen
Effect: When in User we select YES in the above fig there are three columns which represent Gold, Silver, and Platinum. If we select any option as ‘No’ then that specific column of that metal vanishes (will be omitted).
(11) PAGINATION: Number of Pages in the display
(12) AFTER POINT VALUE: Whatever number we hear in this, that much number after point value for Metals will be seen.
E.G. If we put 3 then it will reflect as below. That means all metals will show to 3rd Decimal
(13) AFTER POINT VALUE AMOUNT: Whatever number we put here, that much number after the point value for Amount, will be seen.
E.G. If we put 2 then it will reflect as below. That means all amounts will show to 2 Decimal.
(14) AFTER POINT TAX VALUE: Whatever number we put here, that much number after point value in Taxes, will be seen.
E.G. If we put 3 then it will reflect as below. That means all Tax amounts will show up to 3 Decimal, as below.
(15) ALLOW IPS: If we put the IP Address of the Owner, then whenever any USER opens the software outside the permissible Area/IP Address, the SMS (regarding the user) will go to the Owner.
(16) ENABLE CHAT: We can enable the Chat form here and can chat with the Users
(17) USER SESSION EXPIRE TIME(MINIT): For E.G. if we put 30 in this space, it means 30min. If we do not operate within, i.e if the software is idle for 30min, then the software will log out itself, again one has to log in.
(18) TELEGRAM BOT TOKEN: This is used for the Telegram Notification system
(19) TELEGRAM API URL: This is used for the Telegram Notification system
(20) ENABLE TELEGRAM NOTIFICATION: You have to enable the Telegram Notification to start receiving the notification.
(21) METAL RATE DIGIT: We limit this Matel Rate digit. If by mistake we put one more digit, the whole calculation throughout the software changes.
(22) ENABLE USER MOBILE NO REQUIRED: If we want Mobile Number Mandatory in User then, we have to put ‘No’ and vice-versa.
(23) ENABLE ACCOUNT PL DIRECT ITEM: If ‘YES’ then all the Items in the Price List will be coming in the drop down. Shown as below
If ‘NO’, then you have to add the item one by one as follows.
Note - In all the Price-List slot, the same rule is applicable
