Quanto FAQ

GO TO STORE ->SELECT PRICE CHANGER ->CHOOSE WH OR RETAIL STOCK (AS PREFERRED)->SELECT COMPANY OR LOCATION ->ENTER BARCODE IN THE BARCODE OPTION -> CLICK GO -> CLICK EDIT -> PRICE HEADING INDICATES THE OLD PRICE -> EDIT AND ENTER THE NEW PRICE IN THE "N.PRICE COLUMN" -> NEW DISCOUNT CAN BE GIVEN ( IF REQUIRED) -> CLICK SAVE -> CLICK PRINT OPTION ON THE TOP -> RE PRINT THE STICKERS
GO TO STORE ->SELECT PRICE CHANGER ->CHOOSE WH OR RETAIL STOCK (AS PREFERRED)->SELECT COMPANY OR LOCATION -> SELECT THE PRODUCT OR ATTRIBUTE -> CLICK SEARCH -> CLICK EDIT OR EDIT ALL OPTION -> PRICE HEADING INDICATES THE OLD PRICE -> EDIT AND ENTER THE NEW PRICE IN THE "N.PRICE COLUMN" -> NEW DISCOUNT CAN BE GIVEN ( IF REQUIRED) -> CLICK SAVE -> CLICK PRINT OPTION ON THE TOP -> RE PRINT THE STICKERS
GO TO STORE ->SELECT PRICE CHANGER ->CHOOSE WH OR RETAIL STOCK (AS PREFERRED)->SELECT COMPANY OR LOCATION -> CLICK UPLOAD OPTION -> SELECT THE EXCEL FILE -> CLICK EDIT OR EDIT ALL OPTION -> PRICE HEADING INDICATES THE OLD PRICE -> EDIT AND ENTER THE NEW PRICE IN THE "N.PRICE COLUMN" -> NEW DISCOUNT CAN BE GIVEN ( IF REQUIRED) -> CLICK SAVE -> CLICK PRINT OPTION ON THE TOP -> RE PRINT THE STICKERS
GO TO STORE ->SELECT GIFT PACK CREATION->CHOOSE WH OR RETAIL STOCK>SELECT COMPANY-> ENTER 1ST BARCODE IN THE BARCODE AREA -> CLICK GO ->NOW ENTER 2ND BARCODE IN THE BARCODE AREA-> CLICK GO->ENTER THE QNTY OF THE NEW BARCODE AS REQ-> SELECT THE NEW PRODUCT NAME-> PUT THE NEW PRICE (IF REQ) -> CLICK THE SPLIT OPTION ->NOW NEW BARCODE WILL GENRATE IN BOTTOM RIGHT COLUMN -> COPY THAT BARCODE ->GO TO POS SALES->ENTER THE BARCODE AND CHECK THE SAME
"GO TO STORE ->SELECT GIFT PACK CREATION->CHOOSE WH OR RETAIL STOCK>SELECT COMPANY-> ENTER 1ST BARCODE IN THE BARCODE AREA -> CLICK GO ->NOW ENTER 2ND BARCODE IN THE BARCODE AREA-> CLICK GO->ENTER THE QNTY OF THE NEW BARCODE AS REQ-> SELECT THE NEW PRODUCT NAME-> PUT THE NEW PRICE -> CLICK THE SPLIT OPTION ->NOW NEW BARCODE WILL GENERATE IN BOTTOM RIGHT COLUMN -> COPY THAT BARCODE ->GO TO POS SALES->ENTER THE BARCODE AND CHECK THE SAME ( YOU CAN ALSO USE UPLOAD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GO TO STORE->STOCK INWARD->ENTER THE PACKAGE CODE WHICH WAS GENERATED @ STOCK OUTWARD SCREEN -> CLICK SEARCH->CLICK ON INWARD PENDING TO RECEIVE THE BUNDLE->STOCK IS INWARDED ( YOU CAN ALSO REJECT THE BUNDLE IF REQUIRED)
GO TO STORE->SELECT DIRECT STOCK ENTRY ->ENTER THE EXISTING BARCODE ->SELECT THE COMPANY >SELECT THE LOCATION->ENTER THE ATTRIBUTES AS REQUIRED ->ENTER THE BUYING PRICE & SELLING PRICE -> CLICK ADD OPTION-> EXISTING BARCODE WILL GET DISPLAYED IN THE SCREEN->CLICK SAVE OPTION TO SAVE THE ENTRY -> USE THE PRINT OPTION TO RE-PRINT THE BARCODE IF REQUIRED
GO TO STORE->SELECT DIRECT STOCK ENTRY ->SELECT THE COMPANY >SELECT THE LOCATION->ENTER THE ATTRIBUTES AS REQUIRED ->ENTER THE BUYING PRICE & SELLING PRICE -> CLICK ADD OPTION-> NEW BARCODE WILL GET GENERATED IN THE SCREEN->CLICK SAVE OPTION TO SAVE THE ENTRY ->USE THE PRINT OPTION TO PRINT THE BARCODE IF REQUIRED
"GO TO STORE->SELECT TRANSFER GOODS->SELECT PACKED BY -> SELECT FROM LOCATION & TO LOCATION->SCAN THE BARCODE IN THE BARCODE COLUMN->SAVE THE ENTRY->PACKAGE CODE WILL GET GENERATED-> USE THIS PACKAGE CODE AT RECEIVE GOODS OPTION UNDER WAREHOUSE MENU-> IMMEDIATE TRANSFER CAN BE USED TO MAKE TRANSFER IMMEDIATE AT THE RECEIVING LOCATION WITHOUT AN APPROVAL (YOU CAN ALSO USE UPLOAD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GOTO STORE-> SELECT TRANSFER GOODS -> SCAN THE BARCODES -> SELECT FROM/TO LOCATION -> TICK IMMEDIATE TRANSFER CHECK BOX -> SAVE
GO TO STORE->SELECT SPLIT BARCODE->SELECT THE STOCK AREA & LOCATION-> ENTER THE BARCODE REQUIRED TO BE SPLIT->ENTER THE NO. OF QNTY REQUIRED TO BE SPLIT -> SET THE NEW PRICE & NEW PRODUCT-> NOW SPLIT THE BARCODE-> NOW CHECK THE NEW BARCODE ON THE RIGHT SIDE -> PRINT THE BARCODE IF REQUIRED
"GO TO STORE->SELECT LAST BIT CONVERSION-> CHOOSE WH/RETAIL STOCK->SELECT COMPANY/LOCATION-> ENTER THE BARCODE IN THE BARCODE AREA & CLICK GO->ENTER THE QNTY ->CHANGE THE PRODUCT& PRICE->CLICK SPLIT -> NEW BARCODE GETS GENERATED -> PRINT CAN BE TAKEN FOR THE SAME (YOU CAN ALSO USE UPLOAD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GO TO STORE->SELECT PHYSICAL STOCK AUDIT->CHOOSE WH/RETAIL>SELECE COMPANY/LOCATION->SCAN THE BARCODES IN EXCEL FILE WHICH U WANT TO DO AUDIT ->SELECT THE PRODUCT/ATTRIBUTES WHOSE BARCODES ARE SCANNED IN EXCEL ->CLICK SEARCH -> LIST OF BARCODES GETS DISPLAYED WHOSE AUDIT IS TO BE DONE->NOW UPLOAD THE EXCEL FILE AGAINST THE BARCODES USING THE UPLOAD OPTION IN THE SCREEN->CLICK SYNCHRONIZATION-> STOCK AUDIT IS DONE->STOCK AUDIT REPORT CAN BE CHECKED IN THE REPORT SECTION
"GO TO STORE->SELECT PHYSICAL STOCK AUDIT->CHOOSE WH/RETAIL>SELECE COMPANY/LOCATION->SELECT THE PRODUCT/ATTRIBUTES WHOSE ATTRIBUTES ARE TO BE CHANGED ->CLICK SEARCH -> LIST OF BARCODES GETS DISPLAYED ->SELECT THE REQUIRED BARCODE->CLICK ON ATTRIBUTES BUTTON ON TOP CORNER ->CHOOSE THE NEW PRODUCT/ATTRIBUTES AS REQUIRED->CLICK CHANGE->NAME WILL BE CHANGED SUCCESSFULLY ( PLS NOTE DURING THIS WHOLE PROCESS DONT CLICK SYNCHRONIZE BUTTON-IF YOU DO SO THE STOCK WILL GET AUDITED )"
"GO TO STORE->SELECT THE STOCK MARKER->CHOOSE WH/RETAIL->SELECT COMPANY/LOCATION-> SELECT PRODUCT/ATTRIBUTES/BARCODES AS THE CASE MAY BE-> CLICK SEARCH->CLICK THE SELECT ALL OPTION->NOW CLICK THE STOCK MARK BUTTON ON THE TOP TO MARK THE SELECTED STOCK & SAVE THE SAME WITH A NAME->TO AGAIN TRACK THE SAME -> CLICK THE STOCK MARKER DROPDOWN & SELECT THE SAVED NAME WHICH WAS SAVED PREVIOUSLY TO TRACK THE ITEMS (YOU CAN ALSO USE UPLOAD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GO TO STORE->SELECT SALES PROMOTION SCHEME->ENTER THE SCHEME NAME ->SET THE APPLICABLE ON SAME BILL OR THE CASE MAY BE-> SELECT THE MODE AS BILL ITEM-> UNDER MODE SELECT THE TYPE OF MODE AS REQUIRED TO SET THE SCHEME->ADD THE SAME ->ON THE RIGHT SIDE SELECT VALIDITY -> SELECT THE MODE OF SCHEME WHICH IS TO BE SET -> ENTER THE QNTY WHICH IS REQ FOR THE SCHEME->NOW SAVE THE SCHEME->CLICK ON THE SEARCH MENU TO CHECK THE LIST OF SCHEMES AND ITS ACTIVATION
GO TO STORE-> SELECT ROL STORE VIEW ->SELECT LOCATION->CLICK SEARCH-> CLICK VIEW FOR MORE DETAILS
GO TO STORE->PURCHASE ORDER->CLICK NEW BUTTON->FILL THE REQUIRED DIALOGUE BOXES->CLICK ADD BUTTON->CLICK SAVE BUTTON.
STORE->TRANSFER GOODS->SELECT DATE,FROM LOCATION,TO LOCATION->FOR IMMEDIATE TRANSFER CLICK THAT CHECK BOX->TYPE BARCODE->CLICK ADD BUTTON->SAVE
GO TO STORE MENU-> CLICK PRICE CHANGER -> ENTER THE BARCODE AND SEARCH -> ENTER THE COPY FOR THE STICKERS -> CLICK PRINT-> SELECT PRINT REPORT TYPE
THERE ARE 2 WAYS OF SYNCING -
1.IF YOU UPLOAD YOUR STOCK AND SYNC WITHOUT SEARCHING A PRODUCT MEANS YOUR UPLOADED BARCODES WILL BE SYNCED SUCCESSFULLY
2.IF YOU SEARCH A PARTICULAR PRODUCT AND THEN UPLOAD YOUR SCANNED BARCODES FOR THE PRODUCTS AND SYNC MEANS THE UPLOADED PRODUCT WILL BE SYNCED SUCCESSFULLY BUT MISSING BARCODES STOCK WILL BE 0 (ZERO) WHILE SYNCING
GO TO MASTER->SELECT PRODUCT MASTER->SELECT PRODUCT GROUP, TYPE , NAME ,TAX ,HSNCODE ,BARCODE MODE, SELLING MODE ,DISCOUNT MODE ,BARCODE SOURCE & SECTION->TICK THE MANDATORY ITEMS FOR THE PRODCUT ON THE RIGHT SIDE AS REQUIRED->CLICK SAVE
GO TO MASTER-> SELECT PRODUCT -> SEARCH THE PARTICULAR PRODUCT AND EDIT -> SELECT THE MANDATARY ATTRIBUTES FOR THE PRODUCT IN THE RIGHT SIDE -> CLICK SAVE
GO TO MASTER->SELECT BRAND MASTER->TYPE TO CODE & NAME(CODE & NAME CAN BE SAME)-> CLICK SAVE
GO TO MASTER->SELECT TAX MASTER->TYPE THE TAX CODE & NAME ( FOR EG 5%)->SELECT THE TAX TYPE->IF YOU REQUIRE FIXED TAX THEN SELECT TAX AS GST-> IF YOU REQUIRE RANGED TAX LIKE 5-12% THEN SELECT RANGED TAX-> PUT THE SGST/CGST AS REQUIRED->UNDER RANGED TAX-> PUT FROM & TO VALUES IN THE RESPECTIVE COLUMN EG - RS 1001 TO 1000000 TAX IS 12% (CGST WILL BE 6, SGST WILL BE 6)-> THIS WILL COME UNDER RANGED TAX & CLICK ADD & SAVE
GO TO MASTER->SELECT SUPPLIER MASTER-> ENTER CODE,NAME,COMPANY,CONTACT PERSON,CONTACT NO.,DISCOUNT,ADDRESS,CITY,STATE,PINCODE,AGENT NAME,GST NO.->IF THE SUPPLIER IS UN-REGISTERED SELECT URD ->CLICK INTERSTATE IF THE SUPPLIER IS OTHER STATE->CLICK SAVE
GO TO MASTER->SELECT AGENT->ENTER NAME,CONTACT NO.,CONTACT PERSON,MAIL ID,CITY,STATE,PINCODE ->ENTER THE COMMISION DETAILS AS REQUIRED->CLICK SAVE
GO TO MASTER->SELECT TRANSPORT->ENTER NAME,CONTACT NO.,CONTACT PERSON,MAIL ID,ADDRESS,CITY,STATE,PINCODE->CLICK SAVE
GO HR->CLICK EMPLOYEE MASTER->CLICK NEW ->FILL THE EMPLOYEE DETAILS->CLICK SAVE BUTTON
GO TO HR->SELECT EMPLOYEE->GO TO SEARCH->TYPE EMPLOYEE CODE,EMPLOYEE NAME->GO TO SEARCH
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR LOCATION->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING LOCATION-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)-> TAG THE COMPANY UNDER THE LOCATION->TYPE THE ADDRESS WHICH YOU WANT TO BE PRINTED FOR THAT LOCATION->IF THAT LOCATION HAS AUTO SETTLEMENT ,CLICK AUTO SETTLEMENT FEATURE->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR LOCATION->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING LOCATION-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)-> TAG THE LOCATION & FLOOR AS REQUIRED->IF THAT COUNTERHAS AUTO SETTLEMENT ,CLICK AUTO SETTLEMENT FEATURE->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR CITY->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING CITY-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR STATE->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING STATE-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR SALE REASON->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SALE REASON-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR RETURN REASON->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SALE RETURN REASON-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR SEASONS->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SEASONS-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR BANK->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING BANKS-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR SUPPLIER GROUP->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SUPPLIER GROUPS-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR ADDITIONAL CHARGES->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING ADDITIONAL CHARGES-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR CUSTOMER CATEGORY->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING CUSTOMER CATEGORY-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->MARGIN BASED PRICING CAN BE USED FOR AUTO MARGINS(ONLY FOR B2B CLIENTS)->AUTO BILL DISCOUNT & OTP FOR DISCOUNT CAN BE USED->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR SALE AREA->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SALE AREA-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR CARD TYPES->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING CARD TYPES-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR COURIER TYPES->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING COURIER TYPES-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR SWIPPING MACHINE->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SWIPPING MACHINE-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR SIZE->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING SIZES-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR PATTERN->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING PATTERN-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR STYLE->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING STYLE-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR TYPE->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING TYPE-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR COLOUR->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING COLOUR-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR MATERIAL->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING MATERIAL-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR STOCK MARKER->CLICK THE BLUE SEARCH ICON TO SEARCH THE STOCK MARKER-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR PRODUCT GROUPS->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING PRODUCT GROUPS-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR AGE SET->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING AGE SET-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR UNITS->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING UNITS-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
GO TO MASTER->SELECT PRODUCT ATTRIBUTES->SEARCH FOR ITEM GROUP->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING ITEM GROUP-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->CLICK SAVE
CLICK MASTER MENU- >OPEN ATTRIBUTES FILTER-> MAP THE ATTRIBUTES WITH EACH PRODUCT-> AFTER MAPPING ENABLE THE ATTRIBUTES FILTER OPTION -> CLICK SETTINGS MENU -> OPEN APPLICATION SETINGS ->CLICK SEARCH ->EDIT GLOBAL->UNDER PURCHASE INVOICE HEADER TICK THE ATTRIBUTE FILTER
BEFORE GENERATING BARCODE FOR THE ENTRY

GO TO MASTERS-> CLICK PRODUCTS -> CHANGE THE SELLING MODE INTO PIECE
GO TO MASTERS-> CLICK ATTRIBUTES-> SELECT LOCATION -> SEARCH AND EDIT -> TICK AUTO SETTLEMENT CHECK BOX -> SAVE
GO TO MASTERS-> CLICK SUPPLIERS-> SEARCH AND EDIT THE SUPPLIER -> SELECT THE DROPDOWN OF THE AGENT->SELECT-> SAVE
GO TO MASTERS-> CLICK PRODUCTS-> SEARCH AND EDIT THE PRODUCT-> SELECT THE PRODUCT GROUP DROP DOWN->SELECT THE PRODUCT GROUP FOR THE PRODUCT -> SAVE

ADD THE NEW PRODUCT GROUP IN PRODUCT ATTRIBUTES OPTIONS IN SETTINGS
GO TO MASTERS-> CLICK SUPPLIERS-> SEARCH AND EDIT THE SUPPLIER -> THERE IS A DROPDOWN CALLED TRANSPORT ->SELECT THE SPECIFIC TRANSPORT FOR THAT SUPPLIER -> SAVE
YOU CAN TAG THAT SUPPLIER AS A UNREGISTERED SUPPLIER IN SUPPLIER MASTER BY TICKING UNREGISTERED OPTION

NOW WE CAN DO INVOICE ENTRY WITH ZERO PERCENT TAX OPTION
GO TO SETTINGS- > SELECT APPLICATION SETTINGS -> CLICK SEARCH -> EDIT THE GLOBAL SETTING -> GO TO APPROVAL BLOCK->SELECT THE MASTER FIELD THAT U WANT CONTROL IN THE APPROVAL BLOCK-> CLICK SAVE
GO TO INTRAY (SELECT THE MSG ICON NEAR PROFILE IN THE TOP RIGHT OF HOME PAGE) ->MASTERS WHICH REQUIRE APPROVAL WILL BE LISTED THERE->SELECT APPROVE BUTTON FOR ITS APPROVAL AND CREATION IN DATA BASE
GO TO SALES->SELECT EMPLOYEE STICKER->TYPE TO EMPLOYEE ID,EMPLOYEE NAME->GO TO SEARCH->SELECT AND PRINT THE EMPLOYEE STICKER BARCODE
GO TO CRM -> SELECT SEND SMS->TYPE THE CONTENT IN THE MESSAGE BOX-> ADD MOBILE NUMBER->SELECT THAT NUMBER->CLICK SEND SMS.
GO TO CRM -> SELECT SEND SMS->TYPE THE CONTENT IN THE MESSAGE BOX->SELECT UPLOAD OPTION-> UPLOAD THE EXCEL FILE WHERE ALL THE NUMBERS ARE CAPTURED->SELECT ALL THE NUMBERS->CLICK SEND SMS
GO TO CRM -> SELECT SEND SMS->SELECT THE DATA AS PER THE FILTERS REQUIRED->SELCET SEARCH->SELECT ALL THE NUMBERS AS REQUIRED->CLICK SEND SMS
CLICK CRM->OPEN SEND SMS -> IF THE NUMBER IS ALREADY SAVED IN APPLICATION USE THE FILTERING OPTION & SEARCH THE NUMBER OTHERWISE UPLOAD THE NUMBER FROM EXCEL BY USING THE UPLOAD OPTION. SELECT THE NUMBERS & ADD YOUR WORDS IN MESSAGE COLUMN -> CLICK SEND
GO TO CRM->SELECT CUSTOMER->CLICK NEW->SELCET THE CUSTOMER TYPE AS *CUSTOMER*->SELECT THE CUSTOMER CATEGORY AS REQUIRED WHICH YOU CREATED IN THE CUSTOMER CATEGORY MASTER->ENTER CUSTOMER DETAILS->IF CREDIT IS TO BE GIVEN TO THE CUSTOMER THEN SUPPORT CREDIT OPTION CAN BE CLICKED & GST NO. TO BE ENTERED->CLICK SAVE BUTTTON
"GO TO CRM->SELECT CUSTOMER->CLICK NEW->SELCET THE CUSTOMER TYPE AS *RETAIL*->SELECT THE CUSTOMER CATEGORY AS REQUIRED WHICH YOU CREATED IN THE CUSTOMER CATEGORY MASTER->ENTER CUSTOMER DETAILS->IF CREDIT IS TO BE GIVEN TO THE CUSTOMER THEN SUPPORT CREDIT OPTION CAN BE CLICKED & GST NO. TO BE ENTEREDCLICK SAVE BUTTTON (FOR B2B CLIENTS)"
GO TO CRM->CLICK CUSTOMER->CLICK SEARCH BUTTON DIRECTLY->IN THE NAME BOX TYPE * % * ->CLICK SEARCH-> FULL CUSTOMER LIST WILL LOAD ->FILTERS CAN BE USED TO SEARCH THE CUSTOMERS FILTER WISE
GO TO CRM->CLICK CUSTOMER->CLICK SEARCH BUTTON DIRECTLY->IN THE NAME BOX TYPE * % * ->CLICK SEARCH-> FULL CUSTOMER LIST WILL LOAD ->TICK WITH ADDRESS/WITHOUT ADDRESS OPTION-> SEARCH AGAIN
GO TO CRM -> SELECT SEND SMS->SELECT BILL VALUE FROM & TO->TYPE THE CONTENT IN THE MESSAGE BOX ->SELECT ALL NUMBERS->CLICK SEND SMS
GO TO CRM->SELECT LOYALTY MANAGEMENT->TYPE MOBILE NO./CUSTOMER NAME->CLICK SEARCH-> ADD LOYALTY POINTS IF REQUIRED AD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GO TO CRM->LOYALTY MANAGEMENT->TYPE CARD NO/MOBILE NO/EMAIL ID/CUSTOMER NAME->CLICK SEARCH BUTTON->CLICK EDIT
GO TO CRM->SELECT CUSTOMER ORDER->GO TO NEW ORDER->TYPE TO MOBILE NO,NAME,ADDRESS,CITY,SUPPLIER,PRODUCT,BRAND & CLICK ADD>SELECT COMPANY,LOCATION & GO TO ADD ->CLICK SAVE
"EXCEPT SMS SENDING MANUALY TO CUSTOMER ALL OTHER SMS ARE CONFIGURED BY QUANTO TEAM. SOME SAMPLE SMS ARE
1. SENDING THANK YOU SMS TO CUSTOMER WITH THE BILL NO AND BILL VALUE FOR PURCHASING FROM YOUR STORE.
2.SENDING GREETING SMS FOR YOUR CUSTOMERS BIRTHDAY AND ANNIVERSARY.
3. SENDING THE DISCOUNT BILL DETAILS AND CANCELLED BILL DETAILS TO THE STORE INCHARGE.
4. WE CAN SEND SALE DETAILS LOCATION WISE FOR EVERY ONE HOUR TO THE STORE INCHARGE AND THE OWNER (FOR SENDING SMS YOU HAVE TO GET API FROM THE SMS PROVIDER(THIRD PARTY) & CONTACT QUANTO SUPPORT TEAM)"
YOU CAN REDUCE THE ADVANCE AMOUNT BY GIVING DISCOUNT, AFTER THAT YOU HAVE TO MAKE THE CUSTOMER'S ORDER TO COMPLETED STATUS (THE CUSTOMER'S ORDER WILL NOT MINGLE WITH THE DAY SALES)
GIFT COUPON IS THE DISCOUNT GIVEN TO YOUR CUSTOMER FROM PROFIT. WE CAN APPLY THE COUPON ONLY IN CUSTOMER LOYALTY ON POS SCREEN

GIFT VOUCHER IS A VOUCHER GIVEN TO THE CUSTOMER FOR THE EXCHANGABLE PRODUCTS. WE CAN APPLY THE VOUCHER ONLY IN SETTLEMENT SCREEN
GO TO CRM -> LOYALTY MANAGEMENT -> ENTER THE CARD NO AND MOBILE NO - > CLICK SEARCH BUTTON ->CLICK EDIT -> SAVE
GO TO MASTER->SELECT ATTRIBUTES->SEARCH FOR CUSTOMER CATEGORY->CLICK THE BLUE SEARCH ICON TO SEARCH THE EXISTING CUSTOMER CATEGORY-> TO CREATE NEW->GO TO NEW->TYPE THE CODE & NAME (CODE & NAME CAN BE SAME)->MARGIN BASED PRICING CAN BE USED FOR AUTO MARGINS(ONLY FOR B2B CLIENTS)->AUTO BILL DISCOUNT & OTP FOR DISCOUNT CAN BE USED->CLICK SAVE
"GO TO WAREHOUSE-> WH DASHBOARD->SELECT THE ENTRY WHOSE BARCODE IS TO BE DELETED (ONLY IF BARCODE IS ALREADY GENERATED THIS PROCESS IS POSSIBLE) ->CLICK BARCODE OPTION IN THE TOP WITH THE SELECTION->SELECT THE BARCODE WHICH YOU NEED TO REMOVE/DELETE->CLICK REMOVE BARCODE OPTION
(NOTE - ONCE THE REMOVE OPTION IS CLICKED THE BARCODE WILL BE DELETED AND IT CANNOT BE REVIVED AGAIN)"
"GO TO WAREHOUSE->WH DASHBOARD->SELECT THE INVOICE WHOSE BARCODE IS TO BE GENRATED->CLICK BARCODE OPTION IN THE TOP WITH THE SELECTION->SELECT ALL THE DATA WHOSE BARCODES IS TO BE GENERATED->CLICK PENDING BARCODE AT THE BOTTOM->BARCODES WILL GET GENERATED
(NOTE- THIS PROCESS IS POSSIBLE ONLY IF THE INVOICE HAS CROSSED ITEMS ENTERING STAGE- THE SAME CAN BE CHECKED IN THE WH DASHBOARD STATUS) "
GO TO WAREHOUSE-> CLICK STOCK ITEM LOCATOR->ENTER THE BARCODE->CLICK GO->OTHER FILTERS CAN ALSO BE USED AS REQUIRED
GO TO WAREHOUSE-> CLICK STOCK ITEM LOCATOR->ENTER THE BARCODE->CHANGE THE MODE TO IMAGE ->CLICK GO->WEBCAM WILL OPEN->PLACE THE PRODUCT & CAPTURE THE IMAGE -> CLICK SAVE

WE CAN CAPTURE THE IMAGES SEPRATELLY AND SAVE IT IN LOCAL DISK ALSO, UNDER BARCODE GENERATION PAGE-> EDIT THE BARCODE AND CLICK 'IMAGE' BUTTON ->UPLOAD THE IMAGE MANUALLY (THESE SAVED IMAGES ARE SHOWN POS SCREEN)
GO TO SALES->REPORTS->CLICK STOCK REPORTS->SELECT PRICE CHANGER REPORT->SELECT FROM DATE, TO DATE AND LOCATION ->CLICK SEARCH BUTTON
GO TO STORE->STOCK INWARD->ENTER THE PACKAGE CODE WHICH WAS GENERATED @ STOCK OUTWARD SCREEN -> CLICK SEARCH->CLICK ON INWARD PENDING TO RECEIVE THE BUNDLE->STOCK IS INWARDED ( YOU CAN ALSO REJECT THE BUNDLE IF REQUIRED)
i. PUT YOUR PURCHASE ENTRY ACCORDING TO THE INVOICE RECEIVED IN THE PURCHASE ENTRY SCREEN

ii. ONCE THE PRODUCT ENTRY IS PUT ->IN THE BARCODE GENERATION SCREEN, SELECT THE ROW WHERE SHORTAGE IS THERE AND CLICK THE PEN ICON -> SELECT SHORTAGE/DAMAGED ICON ON TOP -> ENTER THE SHORTAGE QTY ->CLICK OK

iii. NOW THE PURCHASE RETURN IS AUTOMATICALLY GENERATED ->SAME CAN BE VIEWED IN PURCHASE RETURN SCREEN
GO TO WAREHOUSE->CLICK STOCK OUTWARD->SELECT FROM COMPANY ,PACKED BY, FROM LOCATION,TO LOCATION->STOCK OUTWARD CAN BE MADE BY VARIOUS METHODS->BARCODE WISE,SUPPLIER WISE,BRAND WISE , PRODUCT WISE AND EXCEL UPLOAD WISE-> SELECT THE METHOD AS REQUIRED->FOR BARCODE METHOD CLICK ON THE RIGHT SIDE TICK BOX AND SCAN THE BARCODES->FOR OTHER METHODS SELECT THE SOURCE DROPDOWN IN THE LEFT SIDE AND SELECT THE METHOD AS REQUIRED->CLICK SAVE-> PACKAGE CODE WILL BE GENRATED-> SCAN THAT PACKAGE CODE IN STOCK INWARD SCREEN
GO TO WAREHOUSE->STOCK OUTWARD->SELECT FROM COMPANY->FILL PARTICULAR BARCODE IN THE BARCODE DIALOGUE BOX->CLICK ADD BUTTON->SELECT THAT BARCODE->SELECT PACKEDBY,FROM LOCATION AND TO LOCATION->CLICK SAVE BUTTON.
GO TO WAREHOUSE->SELECT COURIER->SELECT COMPANY,STATUS,SUPPLIER,AGENT,COMPANY,POD DETAIL & OTHER DETAILS AS REQUIRED ->UPLOAD THE ATTACHMENTS IF REQUIRED-> CLICK SAVE -> CLICK SEARCH IF THE EXISTING DATA IS REQUIRED TO BE SEARCHED
GO TO WAREHOUSE->SELECT INVOICE->ENTER THE FILTERS AS REQUIRED->CLICK SEARCH
GO TO WAREHOUSE->SELECT INVENTORY ENTRY(GRN)->ENTER THE FILTERS AS REQUIRED->CLICK SEARCH
GO TO WAREHOUSE->SELECT BARCODE GENERATION->ENTER THE FILTERS AS REQUIRED->CLICK SEARCH
GO TO WAREHOUSE->SELECT TRANSPORT ISSUE ENTRY->CLICK SEARCH->SELECT THE FILTERS AS REQUIRED ->CLICK SEARCH
GO TO WAREHOUSE->SELECT TRANSPORT RECEIPT ENTRY->CLICK SEARCH->SELECT THE FILTERS AS REQUIRED ->CLICK SEARCH
GO TO WAREHOUSE->SELECT STOCK OUTWARD->CLICK SEARCH->SELECT THE FILTERS AS REQUIRED ->CLICK SEARCH
IN PRODUCT ENTRY SCREEN WE CAN SEE THE LIST OF APPROVED PO IN THE PO. LIST COLUMN-> BY EDTING THE PO LIST WE CAN SELECT THE PO RESPECT TO THE GOODS RECEIVED AND MATCH IT RESPECTIVELY
USE THE MARGIN COLUMN IN TRANSPORT ENTRY SCREEN TO ADD ADDITIONAL MARGIN TO COST.
PUT THE INVOICE ENTRY AS PER THE PROCEDURE-> ONCE ONE INVOICE IS ENTERED WITH ALL THE RELATED DETAILS -> ADD THAT INVOICE BY CLICKING ADD INVOICE BUTTON -> PUT THE NEXT INVOICE ENTRY UNDER THE SAME LR ONCE YOU ADD THE PREVIOUS INVOICE DETAILS
IN BARCODE GENRATION SCREEN->CLICK EDIT OPTION OF THE PRODUCT THAT YOU WANT TO DEBIT & CLICK SHORTAGE/DAMAGE OPTION ON TOP & ENTER THE QTY WANT TO RETURN->NOW AUTO DEBIT NOTE IS RAISED FOR THE ENTERED QTY, YOU CAN VIEW IT IN PURCHASE RETURN SCREEN (THE SAME WILL NOT WORK IF BARCODES ARE GENERATED ALREADY)
GO TO PURCHASE RETURN PAGE->CLICK SEARCH->AGAIN CLICK SEARCH->EDIT THE LR INFO BUTTON IN ACTION ->ADD THE DETAILS AND SAVE
IF WE REJECT A BUNDLE THEN IT WILL BE TRANSFERRED INTO WAREHOUSE

WE CAN TRANSFER AGAIN THAT BUNDLE USING STOCK OUTWARD TO LOCATIONS

GO TO WAREHOUSE -> SELECT STOCK OUTWARD-> SELECT THE MANDATORY DETAILS FOR THE TRANFER -> SCAN THE BARCODES -> SAVE
GO TO PURCHASE RETURN PAGE->CLICK SEARCH->AGAIN CLICK SEARCH->EDIT THE LR INFO BUTTON IN ACTION ->ADD THE DETAILS AND SAVE
GO TO WAREHOUSE->TRANSPORT ENTRY->CLICK AUTO TRANSFER DIALOGUE BOX->SELECT TRANSFER LOCATION
GO TO WAREHOUSE->PURCHASE ENTRY->IN FILE ATTACHEMENTS SECTION->SELECT TYPE->CLICK UPLOAD BUTTON ->SELECT THAT INVOICE IMAGE->CLICK ADD BUTTON
GO TO WAREHOUSE->COURIER->CLICK UPLOAD FILES BUTTON->SELECT THE BILL IMAGE->CLICK ADD BUTTON.
STORE->STOCK INWARD->ENTER PACKAGE CODE->CLICK SEARCH BUTTON->SELECT RECEIVED BY AND OTHER DATA->CLICK INWARD FROM WAREHOUSE BUTTON
GO TO WAREHOUSE-> CLICK TRANSPORT ENTRY->SELECT THE FILES IN THE ATTACHMENT FILES (RIGHT MIDDLE AREA)-> ADD THE FILE ->SAVE
DURING THE PURCHASE ENTRY,

SELECT THE PRODUCT AND BRAND -> NOW YOU CAN SEE THE LAST PRICE BELOW (LEFT BOTTOM AREA )FOR THAT PRODUCT FOR THE SAME SUPPLIER
YES WE CAN RETURN MULTIPLE SUPPLIERS STOCK IN A SINGLE ENTRY.

GO TO WAREHOUSE MENU->GO TO THE PURCHASE RETURN-> SELECT THE MODE AS AUTO ->SELECT THE STOCK LOCATION -> START SCANNING THE RETURN GOODS -> NOW SOFTWARE ITSELF SPLITS THE STOCK AS SUPPLIER WISE -> SAVE

EVERY SINGLE SUPPLIER STOCK ARE SAVED AS INDIDUAL RETURN.. YOU CAN SEARCH THE RETURN AND TAKE PRINTOUTS USING SEARCH OPTION
GO TO WAREHOUSE MENU->GO TO THE TRASPORT RECEIPT ENTRY FOR THAT SPECIFIC TRANSPORT ENTRY -> YOU CAN ADD THE FREIGHT/LOADING CHARGES/INSURANCE/PACKING/OTHERS IN THAT GRID ->SAVE
WE CAN’T DIRECTLY CHECK ITS CONFIGURATION BUT IF BARCODE IS SOLD THEN WE CAN FIND ITS MODE OF INCENTIVE FOR SPECIFIC BARCODE.

OPEN SALES-> SALES REPORT-> SALESMAN WISE DETAIL REPORT-> SELECT DATE RANGE-> SELECT LOCATION ->SEARCH-> INCENTIVE FOR THE SOLD BARCODE WILL BE LISTED IN COLUMN “ * INCENTIVE ”.
NO, INCENTIVE CONFIGURED BASED ON BARCODE (* BARCODE) HAS HIGHER IMPORTANCE THAN ANY OTHER INCENTIVE MODE.
OPEN SETTINGS-> APPLICATION SETTINGS-> SEARCH-> EDIT GLOBAL-> UNDER PAYROLL –> DEFAULT INCENTIVE MODE SHOULD BE “FIXED”-> ENTER INCENTIVE PERCENTAGE IN “INCENTIVE” OPTION->SAVE

         REPEAT THE ABOVE PROCESS TO ALL LOCATIONS APART FROM GLOBAL.
INCENTIVE WILL BE CALCULATED ONLY IF AN EMPLOYEE SALES EXCEED THE VALUE GIVEN IN MINIMUM TARGET FOR COMMISSION.
    NO, FIXED INCENTIVE MODE IS COMMON FOR ALL EMPLOYEE CALCULATED BASED ON THEIR SALES.
NO, FIXED INCENTIVE WILL BE CALCULATED BASED ON SPECIFIC PERCENTAGE FROM TOTAL SALES OF AN EMPLOYEE, SO INCENTIVE SHOULD BE IN PERCENTAGE
YES, BARCODE INCENTIVE MODE CAN BE CONFIGURED EVEN IF THERE IS ANY OTHER INCENTIVE MODE HAVE CONFIGURED.
STAR BARCODE SALES WILL BE REDUCED FROM TOTAL SALES OF EMPLOYEE AND FIXED INCENTIVE WILL BE APPLIED TO THAT REDUCED SALE VALUE
OPEN FINANCE-> INCENTIVE REPORT-> SELECT DATE RANGE-> SELECT LOCATION-> ENABLE SHOW STAR BARCODE OPTION-> GENERATE.
   * BARCODE (S) -SALES OF BARCODES WHICH HAVE CONFIGURED IN BARCODE BASED INCENTIVE

         * BARCODE (I) – INCENTIVE CALCULATED FOR VALUE IN * BARCODE (S).
OPEN SALES-> SALES REPORT-> SALESMAN WISE DETAIL REPORT-> SELECT DATE RANGE-> SELECT LOCATION ->SEARCH-> INCENTIVE FOR THE SOLD BARCODE WILL BE LISTED IN COLUMN “ * INCENTIVE ”.

         BARCODE, SALE VALUE, BILL NUMBER CAN ALSO BE SEEN IN SAME REPORT.
OPEN SETTINGS-> INCENTIVE CONFIGURATION-> SELECT LOCATION-> ENTER BARCODE->SEARCH.
NO, INCENTIVE WILL BE APPLIED FOR FINAL SELLING PRICE OF THE PRODUCT AFTER DISCOUNT.
OPEN SETTINGS-> INCENTIVE CONFIGURATION-> SELECT LOCATION->SEARCH.
OPEN SETTINGS-> INCENTIVE CONFIGURATION-> SELECT LOCATION->SEARCH-> SELECT BARCODES WHICH NEEDS TO BE CONFIGURED-> ENTER NEW INCENTIVE VALUE IN INCENTIVE OPTION-> CLICK APPLY.
OPEN SETTINGS-> INCENTIVE CONFIGURATION-> SELECT LOCATION->SEARCH-> SELECT BARCODES WHICH NEEDS TO BE CONFIGURED-> ENTER NEW INCENTIVE VALUE IN INCENTIVE OPTION-> CLICK APPLY->WHILE ENTERING NEW INCENTIVE ADD % SYMBOL AND APPLY

         FOR EXAMPLE:
1.       IF WE ADD 2 AS INCENTIVE, 2 RS WILL BE CALCULATED IF THAT BARCODE IS SOLD

2.       IF WE ADD 2% AS INCENTIVE, 2% FROM SALE VALUE OF THAT BARCODE WILL BE CALCULATED AS INCENTIVE.
GO TO SALES->REPORTS->CLICK STOCK REPORTS->SELECT PRICE CHANGER REPORT->SELECT FROM DATE TO DATE AND LOCATION ->CLICK SEARCH BUTTON
GO TO SALES-> REPORTS- >SALES REPORTS- >SALES REPORT->SELECT DATE,COMPANY,LOCATION->SELECT OTHER FILTERS BELOW TO VIEW DIFFERENT TYPES OF SALES REPORT AS REQURIED ->CLICK SEARCH .
GO TO SALES-> REPORTS- >SALES REPORTS- >SALES REPORT->SELECT DATE,COMPANY,LOCATION->SELECT OTHER FILTERS BELOW TO VIEW DIFFERENT TYPES OF SALES REPORT AS REQURIED ->CLICK SEARCH
GO TO SALES->REPORTS->DISCOUNT REPORTS->BILLER WISE REPORTS OR CASHIER WISE REPORTS AS REQUIRED->SELECT DATE RANGE & SELECT COMPANY & LOCATION ->PRESS SEARCH BUTTON.
 GO TO SALES-> REPORTS->SETTLEMENT REPORTS-> DAY END SETTLEMENT SUMMARY->SELECT THE COMPANY,DATE LOCATION COUNTER->CLICK SEARCH
GO TO SALES -> CLICK REPORTS-> CLICK SETTLEMENT REPORTS->SELECT SETTLEMENT DETAIL REPORT-> SELECT COMPANY,DATE,LOCATION-> SEARCH THE BILL NO. AND CLICK CANCEL
GO TO SALES -> CLICK REPORTS-> CLICK SETTLEMENT REPORTS->SELECT SETTLEMENT DETAIL REPORT-> SELECT COMPANY,DATE,LOCATION-> SEARCH THE BILL NO. AND CLICK CANCEL
GO TO SALES -> CLICK REPORTS-> CLICK SETTLEMENT REPORTS->SELECT OPENING/CLOSING REPORT-> SELECT COMPANY,DATE,LOCATION-> CLICK SEARCH
GO TO SALES-> REPORTS-> TAX REPORTS-> TAX REPORT(COLOUMN WISE)-> SELECT COMPANY , DATES , LOCATION ->CLICK SEARCH->DOWNLOAD THE REPORT IN EXCEL
 GO TO SALES->REPORTS->SALES REPORT->SALESMAN REPORT->SELECT COMPANY,LOCATION->GO TO SEARCH
GO TO SALES->REPORTS->SALES REPORT->SALESMAN DETAIL REPORT->SELECT COMPANY,LOCATION->GO TO SEARCH
GO TO SALES-> REPORTS-> STOCK REPORTS->STOCK REPORT->SELECT COMPANY,LOCATION->SELECT OTHER FILTERS AS REQUIRED ->CLICK SEARCH
GO TO SALES-> REPORTS-> STOCK REPORTS->DIRECT STOCK REPORT->SELECT COMPANY,LOCATION,DATE-> ->CLICK SEARCH
GO TO SALES-> REPORTS-> STOCK REPORTS->STOCK AUDIT REPORT->SELECT COMPANY,LOCATION,DATE-> SELECT OTHER FILTERS AS REQUIRED->CLICK SEARCH
GO TO SALES-> REPORTS- >SALES REPORTS- >PROMOTION DETAILS REPORT->SELECT DATE,COMPANY,LOCATION ->SELECT OTHER FILTERS BELOW AS REQURIED ->CLICK SEARCH
GO TO SALES->SELECT THE PROMOTION ACTIVATOR->ENTER THE BARCODE TO KNOW UNDER WHICH SCHEME DOES IT FALL->CLICK GO->THE SCHEME NAME WILL APPEAR IN THE LIST BELOW IF THE BARCODE IS UNDER ANY ONE OR MORE SCHEMES
GO TO SALES-> REPORTS- >ANALYSIS REPORTS- >SALES ANALYSIS REPORT->SELECT DATE,COMPANY,LOCATION->SELECT OTHER FILTERS BELOW TO VIEW DIFFERENT TYPES OF SALES REPORT AS REQURIED ->CLICK SEARCH
GO TO SALES-> REPORTS- >ANALYSIS REPORTS- >SALES VS SETTLEMENT REPORT->SELECT DATE,COMPANY,LOCATION->CLICK SEARCH
GO TO SALES-> REPORTS- >CUSTOMER REPORTS- >CREDIT CUSTOMER O/S REPORT->SELECT DATE,COMPANY ->SELECT OTHER FILTERS BELOW AS REQURIED ->CLICK SHOW DETAILS FOR DETAILED INFO->CLICK SEARCH
GO TO SALE->SELECT SETTLEMENT REPORT->CREDIT SALE COLLECTION REPORT->SELECT DATE,LOCATION,COUNTER->GO TO SEARCH
GO TO SALES-> REPORTS- >SETTLEMENT REPORTS- >CUSTOMER ADVANCE COLLECTION REPORT->SELECT DATE,LOCATION ->SELECT OTHER FILTERS BELOW AS REQURIED->CLICK SEARCH
"GO TO SALES-> REPORTS- >CUSTOMER REPORTS- >MY CUSTOMER REPORTS->SELECT DATE,LOCATION->SELECT OTHER FILTERS BELOW AS REQURIED ->CLICK SEARCH (YOU CAN ALSO PRINT THE LABEL OF THESE ADDRESS IF REQUIRED)"
GO TO SALES-> REPORTS-> STOCK REPORTS->STOCK MARKER REPORT->SELECT LOCATION & MARKER->CLICK SEARCH
FOR EG. IF YOU WANT TO SHORTLIST 500 MEANS. ENTER '=500' IN THE COLUMN ON TOP OF THE VALUE AND QTY. IF YOU HAV TO SHORTLIST THE AMOUNT LESS THAN 500 MEANS ENTER'>=500'. AND ENTER <=500 FOR GREATER THEN 500.
GO TO WAREHOUSE->SELECT REPORTS->OUTWARD DETAIL REPORT->ENTER THE PACKAGE CODE-> CLICK SEARCH ( IF YOU FORGOT THE PACKAGE CODE THEN THE SAME CAN BE FOUND IN STOCK OUTWARD REPORT)
GO TO WAREHOUSE->SELECT REPORTS->OUTWARD REPORT->SELECT FROM COMPANY,LOCATION-> CLICK SEARCH
GO TO WAREHOUSE->SELECT REPORTS->OUTWARD REPORT->PENDING INWARD REPORT->SELECT COMPANY,LOCATION->CLICK SEARCH
GO TO WAREHOUSE->SELECT REPORTS->OUTWARD REPORT->PENDING OUTWARD REPORT->SELECT COMPANY,LOCATION & OTHER FILTERS AS REQUIRED->CLICK SEARCH
GO TO WAREHOUSE->REPORTS-> INVOICE REPORTS->INVOICE REPORT-> SELECT COMPANY & OTHER FILTERS AS REQUIRED->CLICK SUPPLIER GROUPING TO VIEW THE REPORT GROUP WISE
GO TO WAREHOUSE->REPORTS-> INVOICE REPORTS->INVOICE DETAIL REPORT->ENTER THE LR ENTRY NO.-> CLICK SEARCH
GO TO WAREHOUSE-> REPORTS->PURCHASE REPORTS->SELECT SUPPLIER PENDING PAYMENT REPORT->SELECT COMPANY & OTHER FILTERS AS REQUIRED
GO TO WAREHOUSE-> REPORTS->PURCHASE REPORTS->SELECT SUPPLIER PENDING PAYMENT REPORT->SELECT COMPANY & OTHER FILTERS AS REQUIRED
WAREHOUSE->REPORT->STOCK REPORTS->CLICK STOCK AS-ON DAY REPORT->SELECT COMPANY & OTHER DATA->CLICK SEARCH BUTTON
WAREHOUSE->REPORT->PURCHASE ORDER REPORTS-> PO DETAIL REPORT->ENTER ORDER NUMBER->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE ORDER REPORTS->PENDING PURCHASE REQUEST->SELECT LOCATION & REQUIRED FIELDS->CLICK SEARCH BUTTON .
WAREHOUSE->REPORT->PURCHASE ORDER REPORTS->PO SUMMARY REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE ORDER REPORTS->PO SUMMARY REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE RETURN REPORTS->PURCHASE RETURN REPORT->SELECT COMPANY & REQUIRED FIELDS ->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE RETURN REPORTS->PURCHASE RETURN REPORT(CANCELLED)->SELECT COMPANY AND REQUIRED FIELDS ->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE REPORT->SUPPLIER PAYMENT REPORT->SELECT SUPPLIER AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORT->PURCHASE REPORT->SUPPLIER PENDING BILLS->SEECT COMPANY,SUPPLIER AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
GO TO SALES->REPORTS->SETTLEMENT REPORTS->COMPANY WISE SALE COLLECTION->SELECT DATE BETWEEN AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
GO TO SALES->REPORTS->SETTLEMENT REPORTS->CREDIT SALE COLLECTION REPORT->SELECT DATE BETWEEN AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
GO TO SALES->REPORTS->SALES REPORT->SALES REPORT MARGIN->SELECT COMPANY AND REQUIRED FIELDS ->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->PURCHASE REPORT->PURCHASE HSN REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->OTHER REPORTS->PRODUCT MASTER REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->OTHER REPORTS->SUPPLIER MASTER REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->OTHER REPORTS->AGENT MASTER REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->OTHER REPORTS->TAX MASTER REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
WAREHOUSE->REPORTS->PURCHASE REPORTS->SECTION WISE PURCHASE >REPORT->SELECT COMPANY AND REQUIRED FIELDS->CLICK SEARCH BUTTON.
SALES->REPORT->SALES REPORT->SELECT DATE,COMPANY->CLICK BILL DETAIL->TYPE BILL NO.->CLICK SEARCH BUTTON
GO TO ANALYTICAL->SELECT STOCK ANALYISER->SELECT TO WEREHOUSE/ALL/RETAIL AS REQUIRED(IF YOU SELECT ALL DATA OF ALL PURCHASE,SALES & STOCK WILL COME)-> SELECT THE LOCATION->CHOOSE ANY FILTER AS REQUIRED (MIN OF ONE FILTER MUST BE SELECTED TO RUN THE REPORT)-> SELECT THE DATA ON THE RIGHT SIDE & CHOOSE THE NEXT FILTER AS REQUIRED->LIKEWISE EACH FILTER CAN BE SELECTED AND DRILLED DOWN AS REQUIRED-> ALL THE SELECTIONS MADE CAN BE CONVERTED INTO REPORT BY CLICKING ON THE REPORT OPTION IN THE TOP-> BOX WILL APPEAR-> NOW CLICK ON THE COLUMN GROUP DROPDOWN & SELECT THE FIELD WHICH YOU REQUIRE TO BE PLACED IN THE COLUMN SIDE OF THE REPORT-> SELECT THE ATTRIBUTES BELOW LIKE THE PRODUCT , BRAND ETC AS REQUIRED-> CLICK VIEW TO VIEW THE REPORT->YOU CAN ALSO SAVE THE REPORT BU GIVING A TITLE TO IT IN THE TITLE COLUMN & CLICK THE SAVE BUTTON BELOW->CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL
GO TO ANALYTICAL->SELECT PURCHASE ANALYISER->SELECT THE DATE RANGE AS REQUIRED->CHOOSE ANY FILTER AS REQUIRED (MIN OF ONE FILTER MUST BE SELECTED TO RUN THE REPORT)-> SELECT THE DATA ON THE RIGHT SIDE & CHOOSE THE NEXT FILTER AS REQUIRED->LIKEWISE EACH FILTER CAN BE SELECTED AND DRILLED DOWN AS REQUIRED-> ALL THE SELECTIONS MADE CAN BE CONVERTED INTO REPORT BY CLICKING ON THE REPORT OPTION IN THE TOP-> BOX WILL APPEAR-> NOW CLICK ON THE COLUMN GROUP DROPDOWN & SELECT THE FIELD WHICH YOU REQUIRE TO BE PLACED IN THE COLUMN SIDE OF THE REPORT-> SELECT THE ATTRIBUTES BELOW LIKE THE PRODUCT , BRAND ETC AS REQUIRED-> CLICK VIEW TO VIEW THE REPORT->YOU CAN ALSO SAVE THE REPORT BU GIVING A TITLE TO IT IN THE TITLE COLUMN & CLICK THE SAVE BUTTON BELOW->CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL
GO TO ANALYTICAL->SELECT SALES ANALYISER->SELECT THE DATE RANGE AS REQUIRED->SELECT THE LOCATION->CHOOSE ANY FILTER AS REQUIRED (MIN OF ONE FILTER MUST BE SELECTED TO RUN THE REPORT)-> SELECT THE DATA ON THE RIGHT SIDE & CHOOSE THE NEXT FILTER AS REQUIRED->LIKEWISE EACH FILTER CAN BE SELECTED AND DRILLED DOWN AS REQUIRED-> ALL THE SELECTIONS MADE CAN BE CONVERTED INTO REPORT BY CLICKING ON THE REPORT OPTION IN THE TOP-> BOX WILL APPEAR-> NOW CLICK ON THE COLUMN GROUP DROPDOWN & SELECT THE FIELD WHICH YOU REQUIRE TO BE PLACED IN THE COLUMN SIDE OF THE REPORT-> SELECT THE ATTRIBUTES BELOW LIKE THE PRODUCT , BRAND ETC AS REQUIRED-> CLICK VIEW TO VIEW THE REPORT->YOU CAN ALSO SAVE THE REPORT BU GIVING A TITLE TO IT IN THE TITLE COLUMN & CLICK THE SAVE BUTTON BELOW->CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL
GO TO ANALYTICAL->SELECT SALES COMPARER->SELECT THE FIRST DATE RANGE AS REQUIRED->SELECT THE SECOND DATE RANGE AS REQUIRED FOR THE COMPARISION->SELECT THE LOCATION->CHOOSE ANY FILTER AS REQUIRED (MIN OF ONE FILTER MUST BE SELECTED TO RUN THE REPORT)-> SELECT THE DATA ON THE RIGHT SIDE & CHOOSE THE NEXT FILTER AS REQUIRED->LIKEWISE EACH FILTER CAN BE SELECTED AND DRILLED DOWN AS REQUIRED->ON THE REPORT SIDE TWO COMPARISION AS PER THE DATE SELECTED WILL BE VIEWED-> CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL
GO TO ANALYTICAL->SELECT SALES VS PURCHASE->SELECT THE PURCHASE DATE RANGE AS REQUIRED ->SELECT THE SALE DATE RANGE AS REQUIRED FOR THE COMPARISION->SELECT THE LOCATION->CHOOSE ANY FILTER AS REQUIRED (MIN OF ONE FILTER MUST BE SELECTED TO RUN THE REPORT)-> SELECT THE DATA ON THE RIGHT SIDE & CHOOSE THE NEXT FILTER AS REQUIRED->LIKEWISE EACH FILTER CAN BE SELECTED AND DRILLED DOWN AS REQUIRED->ON THE REPORT SIDE TWO DATAS AS PER THE DATE SELECTED WILL BE VIEWED-> CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL
GO TO ANALYTICAL->SELECT REPORT BUILDER->SELECT THE SOURCE AS REQUIRED TO GENERATE THE REPORT->TICK THE FILTERS FROM THE ATTRIBUTES,FIELDS & AGGREGATORS AS REQUIRED->CLICK SEARCH TO LOAD THE REPORT->APPLY THE CONDITION OPTION BELOW IF YOU TO FILTER THE ATTRIBUTES AT THEIR INDIVIDUAL LEVEL->ADD THE SAME -> THEN CLICK SEARCH TO GENERATE THE REPORT-> CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL -> PIVOT OPTION CAN BE USED TO CONVERT THE REPORT IN PIVOT FORMAT->CLICK SAVE TO SAVE THE REPORT AS PER YOUR CHOICE, LATER THE SAME CAN BE LOADED WITH THE SAVED REPORT SELECTION
GO TO ANALYTICAL->SELECT PURCHASE PLANNER->SELECT THE SOURCE AS REQUIRED TO GENERATE THE REPORT->TICK THE FILTERS FROM THE ATTRIBUTES,FIELDS & AGGREGATORS AS REQUIRED->CLICK SEARCH TO LOAD THE REPORT->APPLY THE CONDITION OPTION BELOW IF YOU TO FILTER THE ATTRIBUTES AT THEIR INDIVIDUAL LEVEL->ADD THE SAME -> THEN CLICK SEARCH TO GENERATE THE REPORT-> CLICK EXCEL TO DOWNLOAD THE REPORT IN EXCEL -> PIVOT OPTION CAN BE USED TO CONVERT THE REPORT IN PIVOT FORMAT->CLICK SAVE TO SAVE THE REPORT AS PER YOUR CHOICE, LATER THE SAME CAN BE LOADED WITH THE SAVED REPORT SELECTION
"(I) GO TO POS SALES->WHILE BILLING FOR THE CUSTOMER->ENTER THE BARCODE IN THE BARCODE COLUMN ->ENTER THE MOBILE NO. IN MOBILE NUMBER COLUMN->THEN ENTER THE CUSTOMER NAME ->ONCE THE BILL IS SAVED , THE CUSTOMER WILL BE CREATED AUTOMATICALLY (II) GO TO POS SALES->WHILE BILLING FOR THE CUSTOMER->ENTER THE BARCODE IN THE BARCODE COLUMN ->TYPE ""C"" AND PRESS ENTER IN THE BARCODE COLUMN ->CUSTOMER CREATION SCREEN WILL OPEN ->THEN ENTER THE CUSTOMER NAME & DETAILS ->SAVE THE CUSTOMER->SAVE THE BILL "
AFTER SCANNING THE BARCODE->ENTER 'C' IN BARCODE SCANNING AREA->COLLECT CUSTOMER NAME AND NUMBER-> CLICK SAVE
AFTER SCANNING THE BARCODE & OTHER DETAILS AS REQUIRED -> TYPE '0' & CLICK ENTER -> BILL WILL SAVE
AFTER SCANNING THE BARCODE->ENTER 'D' IN BARCODE SCANNING AREA->GIVE THE DISCOUNT AS REQUIRED AS OVERALL OR LINE ITEM WISE-> DISCOUNT CAN BE GIVEN BOTH VALUE & PERCENTAGE WISE->CLICK SAVE
AFTER SCANNING THE BARCODE->ENTER 'L' IN BARCODE ENTERING AREA AND CLAIM THE LOYALTY, THERE WE CAN UTILIZE GIFT COUPON->CLICK SAVE
AFTER SCANNING THE BARCODE & OTHER DETAILS AS REQUIRED -> TICK THE CREDIT OPTION BOX IN POS BEFORE SAVING THE BILL-> CAPTURE THE GST NO. IF REQUIRED
IN POS SCREEN-> SCAN OR ENTER THE BILL NO. IN BARCODE SCANING AREA-> CLICK THE PRINT BUTTON IN THE LEFT SIDE AFTER SAVING THE BILL TO TAKE THE REPRINT OF THE SAME BILL
IN POS SALES-> CLICK THE BUTTON FOUND IN TOP RIGHT CORNER OF THE PAGE ->IF THE BUTTON TURNS BLUE THEN THE PROMOTIONS IS DISABLED ->IF THE BUTTON TURNS GREEN THEN THE PROMOTION IS ENABLED
AFTER SAVING A BILL IN POS SCREEN -> ON TOP RIGHT WE GET BILL PDF OPTION->SELECT

GO TO CRM -> CLICK BILL PRINT -> ENTER THE BILL NO -> SEARCH -> CLICK THE PRINT OPTION
IN POS SCREEN-> SCAN OR ENTER THE BILL NO. IN BARCODE SCANING AREA-> CLICK THE PRINT BUTTON IN THE LEFT SIDE AFTER SAVING THE BILL TO TAKE THE REPRINT OF THE SAME BILL
YOU CAN ADD THE GST NO. OF THE CUSTOMER IS POS SCREEN ITSELF

GO TO SALES -> CLICK POS SALES -> TYPE 'C' AND ENTER KEY IN BARCODE SCAN AREA -> IN THE POP UP SCREEN YOU CAN ADD NAME/CONTACT NO./GST DETAILS/AREA -> CLICK CREATE -> CONTINUE BILLING
GO TO CRM->BILL PRINT->TYPE CUSTOMER NAME/MOBILE NO/CARD NO->SEARCH->CLICK THE PRINT ICON TO PRINT BILL
AFTER SCANING CREDIT BILL IN SETTLEMENT SCREEN-> CREDIT BILL DETAILS WILL AUTOMATICALLY COME ->ENTER 'CR' IN THE BILL NO. SCANNING AREA TO SAVE THE BILL
AFTER SCANING THE BILL NO. IN SETTLEMENT SCREEN -> ENTER 'D' IN BILL NO. SCANNING AREA-> DISCOUNT COLUMN WILL APPEAR AUTOMATICALLY-> THERE WE CAN GIVE THE DISCOUNT IN VALUE
AFTER SCANING THE CR.BILLNO IN SETTLEMENT, TIK THE PARTLY CR OPTION AND ENTER THE PARTIALY PAYING AMOUNT AND ENTER THE APPROVER NUMBER.
GO TO SALES -> CLICK CLOSING CASH -> SEARCH AND EDIT THE OPENING CASH ENTRY WHICH YOU HAVE ENTERED ON THAT DATE -> ENTER THE EXPENSE AMOUNT IN THE PETTY CASH EXPENSE AREA -> SAVE -> PRINT
GO TO CRM-> OPEN CUSTOMER-> SEARCH AND EDIT THE CUSTOMER NUMBER THAT YOU WANT TO ADD IN B2B ->CHANGE THE CUSTOMER TYPE TO 'RETAIL' ->REFRESH THE B2B SCREEN ->CHECK THE CUSTOMER NAME
CREAT A CUSTOMER CATEGORY WITH THE DISCOUNT THAT YOU WANT TO GIVE FOR ALL CUSTOMERS ( REFER MASTERS FAQ ON HOW TO CREATE CUSTOMER CATEGORY) ->GO TO APPLICATION SETTING ->SEARCH -> SELECT THE LOCATION FROM LOCATION DROPDOWN -> UNDER SALES HEADER- > SELECT THE DEFAULT CUSTOMER TYPE COLUMN->CHOOSE THE TYPE OF CATEGORY CREATED
SALES ->OPEN B2B SALES INBOX-> SELECT THE BILL NO. & CLICK MANAGE BUTTON -> ADD THE LR.DETAILS AND CLICK PRINT
GO TO SETTINGS->CLICK USER MANAGEMENT-> SELECT THE EMPLOYEE >CREATE USERNAME,PASSWORD,ROLE-> SELECT THE RIGHTS, LOCATION,SPECIAL PERMISSIONS->CLICK SAVE->CLICK SEARCH TO SEE THE EXISTING USER RIGHTS SAVED
GO TO SETTING-> SELECT COMPANY-> ENTER NAME,CONTACT PERSON,CONTACT NO,ADDRESS,CITY,PINCODE,GST,PAN,BANK,ACC NO.,MAIL ID,LOGO-> TYPE TO SERVER,PORT-> CLICK SAVE
GO TO SETTING->SELECT TO COMPANY->GO TO SEARCH->TYPE NAME OR CONTACT PERSON ->GO TO SEARCH
CLICK SETTINGS MENU -> OPEN APPLICATION SETTINGS ->CLICK SEARCH - >EDIT GLOBAL->UNDER PURCHASE INVOICE HEADER ENABLE THE PO MANDATORY COLUMN (IF YOU ARE ENTERING THE PRODUCTS WITH OUT PO, IT WILL SHOW VALIDATION)
CLICK SETTINGS MENU -> OPEN APPLICATION SETTINGS ->CLICK SEARCH - >EDIT GLOBAL->UNDER PURCHASE INVOICE HEADER ALLOW THE FINAL VALUE TO EDIT
CLICK SETTINGS MENU -> OPEN APPLICATION SETINGS ->CLICK SEARCH ->EDIT GLOBAL->UNDER PURCHASE INVOICE HEADER TICK THE MARGIN EXCLUDE TAX OPTION
CLICK SETTINGS MENU -> OPEN APPLICATION SETINGS ->CLICK SEARCH ->EDIT GLOBAL->UNDER SALES TICK THE COLLECT CARD INFORMATION OPTION
CLICK SETTINGS MENU -> OPEN APPLICATION SETINGS ->CLICK SEARCH ->EDIT GLOBAL->UNDER REPORT TICK SHOW PURCHASE/SALES IN STOCK ANALYSER OPTION
CLICK SETTINGS MENU -> OPEN APPLICATION SETINGS ->CLICK SEARCH ->EDIT GLOBAL->UNDER SALES HEADER TICK THE CUSTOMER MANDATORY COLUMN
GO TO APPLICATION SETTINGS ->CLICK SEARCH->EDIT GLOBAL-> ENABLE THE HIDE RETURN VALUE OPTION GIVEN UNDER DASHBOARD
GO TO APPLICATION SETTINGS ->CLICK SEARCH->EDIT GLOBAL-> ENABLE THE BILL BASED SMS OPTION GIVEN UNDER NOTIFICATION
WE HAVE TO DO IP RESTRICTION FOR THAT, WE HAVE TO ASSOCIATE THE INTERNET IP WITH APPLICATION. SO THAT THE USER CANNOT USE IT FROM OTHER IP'S ( ASK QUANTO TEAM FOR CONFIGURATION DETAILS)
GO TO SETTINGS -> SELECT APPLICATION SETTINGS -> SEARCH AND EDIT GLOBAL SETTINGS -> GO TO SALES BLOCK -> TICK CUSTOMER MANDATORY CHECK BOX -> SAVE
GO TO SETTINGS -> SELECT USER MANAGEMENT-> SEARCH AND EDIT THE BILLER USER -> GO TO SPECIAL PERMISSIONS BLOCK -> TICK CAN APPROVE DISCOUNT CHECK BOX -> ENTER THE DISCOUNT PERCENTAGE -> SAVE
GO TO SETTINGS -> SELECT APPLICATION SETTINGS -> SEARCH AND EDIT GLOBAL SETTINGS -> GO TO SYSTEM BLOCK -> TICK INTER COMPANY TRANSFER CHECK BOX -> SAVE

NOW TRANSFER STOCK FROM ONE COMPANY TO ANOTHER COMPANY USING STOCK OUTWARD AS WELL AS TRANSFER GOOD OPTIONS
YES. YOU CAN HIDE THE SALES RETURN VALUE IF YOU DON’T WANT TO SEE IN DASHBOARD.

GO TO SETTINGS -> SELECT APPLICATION SETTINGS -> SEARCH AND EDIT GLOBAL SETTINGS -> GO TO DASHBOARD BLOCK -> TICK HIDE RETURN BILL VALUE CHECK BOX -> SAVE
DURING THE CREATION OF SUPPLIER YOU CAN ENABLE THE SOURCE SUPPLIER OPTION IN APPLICATION SETTINGS

GO TO SETTINGS -> SELECT APPLICATION SETTINGS -> SEARCH AND EDIT GLOBAL SETTINGS -> GO TO PURCHASE INVOICE BLOCK -> TICK SOURCE SUPPLIER CHECK BOX -> SAVE

NOW YOU CAN TAG THE SOURCE SUPPLIER IN TRASPORT ENTRY ITSELF
CLICK THE PROFILE ICON -> SELECT COMPANY AND LOCATION -> CLICK CHANGE DATE
OPEN HR->CONFIGURATION->SELECT TYPE AS “DEPARTMENT”->SELECT NEW->CREATE AND SAVE NEW DEPARTMENT.

OPEN HR->EMPLOYEE->DEPARTMENT->SELECT CREATED DEPARTMENT AND SAVE THE EMPLOYEE.
GO TO SALES->REPORTS->HR REPORTS->EMPLOYEE DETAIL REPORT->SEARCH->EXPORT
OPEN HR->EMPLOYEE->SEARCH FOR EMPLOYEE TO BE RELIEVED AND CLICK EDIT->TICK LAST WORKING OPTION->ENTER LAST WORKING AND RESIGNED DATE.

SALARY WILL NOT BE CALCULATED AND EMPLOYEE WILL NOT BE VISIBLE AFTER LAST WORKING DAY.
HR->EMPLOYEE->SEARCH->TICK RESIGNED OPTION->SEARCH
HR->EMPLOYEE LEAVE->GIVE DATE RANGE->SELECT MODE AS “CHECK”->SEARCH, ATTENDANCE OF ALL EMPLOYEE IN GIVEN DATE WILL BE LISTED, BY DEFAULT ATTENDANCE WILL BE “PRESENT”.

SELECT THE EMPLOYEE AND RIGHT CLICK ON ATTENDANCE OF SPECIFIC DATE THAT NEED TO BE CHANGED, SELECT OPTION FROM THE LIST TO CHANGE ATTENDANCE- P-PRESENT, A-ABSENT, 1H-FIRST HALF, 2H-SECOND HALF
HR->EMPLOYEE LEAVE->GIVE DATE RANGE->SELECT MODE AS “MANUAL”->SEARCH
HR->EMPLOYEE IN/OUT->GIVE THE DATE RANGE AND SEARCH, IN/OUT TIME OF EMPLOYEE THOSE WHO HAVE PRESENTED IN THE GIVEN DATE RANGE WILL BE DISPLAYED.
HR->EMPLOYEE IN/OUT->GIVE DATE RANGE->SELECT THE EMPLOYEE->SEARCH

·         EDIT ONE PARTICULAR DATE FROM THE LIST, UNDER TIME AND FLAG COLUMN ALL THE ENTRY TIMING OF AN EMPLOYEE WILL BE LISTED ON THAT PARTICULAR DAY.
HR-> HOLIDAY MASTER->NEW->GIVE DATE THAT NEED TO BE CONSIDERED AS HOLIDAY AND ALSO FILL DETAILS LIKE NAME, DETAILS & TYPE OF THE HOLIDAY, AND SAVE.

THE DAY SAVED AS ON HOLIDAY WILL NOT BE CONSIDERED AS WORKING DAY, I.E. LOSS OF PAY WILL NOT BE DEDUCTED FOR AN EMPLOYEE WHO WAS ABSENT ON HOLIDAY.
HR-> HOLIDAY MASTER->SELECT HOLIDAY TYPE->SEARCH->EDIT->TICK WAGES PAYABLE OPTION-> ENTER NO. OF ADDITIONAL DAYS IN LEAVE ENCASHMENT

·         FOR EXAMPLE- IF 1 IS ENTERED IN LEAVE ENCASHMENT, THEN 2 DAYS SALARY WILL BE CALCULATED (1 DAY FOR ACTUAL WORKING AND ADDITIONAL 1 DAY FOR WORKING ON HOLIDAY) FOR EMPLOYEE WHO WORKED ON THAT HOLIDAY.
HR->SALARY DEDUCTION->SELECT EMPLOYEE->SELECT SALARY HEAD->SEARCH->EDIT,
·         DELETE OPTION WILL BE GIVE AFTER EVERY MONTH, DELETE THE MONTH THAT NEED TO BE SKIPPED FROM EMI.
·         SKIPPED AMOUNT WILL BE ADDED AFTER THE LAST MONTH OF LOAN TENURE.
HR->EMPLOYEE ADVANCE->  WHILE ISSUING ADVANCE TO AN EMPLOYEE SELECT PAY LATER OPTION SO THAT SALARY WILL NOT BE DEDUCTED ON SAME MONTH.

·         EMPLOYEE ADVANCE->MODE- ISSUE SINGLE->SELECT EMPLOYEE->ENTER ISSUE DATE->ENTER THE ADVANCE AMOUNT->TICK PAY LATER OPTION AND SAVE.

·         IT CAN SKIP ONLY THE ISSUED MONTH, IF THERE IS ANY NEED TO SKIP ADVANCE DEDUCTION FOR MORE MONTHS OR NEED TO CHANGE DEDUCTION VALUE PER MONTH GO TO STEP 11.
PAY SLIP CAN BE VIEWED ONLY IF SALARY WERE GENERATED IN PAYROLL PROCESS

·         PAY SLIP CAN BE VIEWED BASED ON EMPLOYEE, DEPARTMENT, COMPANY, LOCATION FILTERS IN PAY SLIP SCREEN.

·         OPEN HR->PAY SLIP->SELECT FILTERS LIKE EMPLOYEE/DEPARTMENT-> SEARCH
·         OPEN HR->PAY SLIP->SELECT FILTERS LIKE EMPLOYEE/DEPARTMENT-> ENABLE SHOW DEFAULT OPTION-> SEARCH.

·         ACTUAL SALARY AND CURRENT SALARY OF THAT MONTH WILL BE DISPLAYED IN THE PAY SLIP.
·         FIRST GENERATE SALARY FOR NEEDED MONTH.

·         OPEN HR->PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT MONTH-> PRESS GENERATE

·         ONCE THE SALARY FOR GIVEN MONTH IS GENERATED, PRESS CHECK LIST.

·         ACTUAL SALARY WILL BE LISTED IN DEFAULT COLUMN AND CURRENT EARNINGS INDICATES SALARY OF GIVEN MONTH.
·         OPEN HR-> SALARY DEDUCTION-> GIVE DATE RANGE-> SELECT EMPLOYEE-> SELECT SALARY HEADER WHICH HAVE CREATED FOR ADVANCE FOR EXAMPLE: “MONTHLY ADVANCE”->SEARCH.
·         WITHOUT SELECTING SALARY HEADER AND EMPLOYEE

·         OPEN HR-> SALARY DEDUCTION-> GIVE DATE RANGE-> SELECT EMPLOYEE-> SELECT SALARY HEADER WHICH HAVE CREATED FOR ADVANCE FOR EXAMPLE: “MONTHLY ADVANCE”->SEARCH.
·         ·         OPEN HR-> PAYROLL PROCESSING-> PAYROLL UPLOADER-> SELECT MONTH WERE PAYROLL GENERATED WRONGLY-> SEARCH.

·         SELECT HEADER TO INDICATE WHICH CATEGORY OF SALARY NEEDS TO BE CHANGED, CHANGE THE AMOUNT AND SAVE.
·        ·         SALARY SHOULD NOT BE GENERATED AGAIN FOR SAME MONTH IF IT HAS CHANGED IN PAYROLL UPLOADER.

·         OPEN HR->PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT MONTH->PRESS “SEARCH”.
·        ·         ·         ONCE IF CHANGES IN PAYROLL UPLOADER IS SAVED, IT WILL GET REPLICATED IN PAYROLL AND PAY SLIP AUTOMATICALLY.

·       ·         DON’T NEED TO RE-GENERATE SALARY, CHANGES CAN BE VIEWED JUST BY SEARCHING FOR THAT MONTH IN PAYROLL AND ALSO IN PAY SLIP.
    EMPLOYEE ADVANCE->SELECT MODE AS ISSUE MULTIPLE->SELECT MONTH->SELECT HEADER FOR ALLOWANCE FOR EXAMPLE “MONTHLY ADVANCE”-> SEARCH-> SELECT EMPLOYEES FROM LIST->ENTER ISSUE DATE->ENTER THE ADVANCE AMOUNT AND PRESS “FILL TO ALL EMPLOYEES”-> SAVE.

·         TICK PAY LATER OPTION IF NEEDED.
   ·         THE AMOUNT PROVIDED TO EMPLOYEES PRIOR TO GIVEN DATE RANGE WILL BE LISTED UNDER OPENING COLUMN.
   ·         LOAN AMOUNT AND TENURE PERIOD MAY VARY BASED ON EMPLOYEE, SO LOAN NEED TO BE ALLOCATED FOR EVERY EMPLOYEE INDIVIDUALLY.
   ·         OPEN HR-> CONFIGURATION-> SELECT TYPE AS PAY CATEGORY-> SEARCH->EDIT THE CATEGORY FROM LIST THAT’S NEEDS TO BE MODIFIED->CHANGE THE NAME OF CATEGORY IN NAME OR CODE->SAVE

·         SHOULD NOT CHANGE PAY TYPE OF THE CATEGORY, IT MIGHT CHANGE FUNCTIONALITY OF THAT PAY CATEGORY.
   ·        ·         OPEN HR-> CONFIGURATION-> SELECT TYPE AS PAY CATEGORY-> SEARCH-> EDIT-> ENTER AMOUNT LIMIT IN MAXIMUM OPTION-> SAVE.

·         A PAY CATEGORY CAN’T EXCEED AMOUNT ENTERED IN MAXIMUM LIMIT

·         FOR EXAMPLE: IF PF AS SET TO 1800 AS AN MAXIMUM, EMPLOYEES WHO GETTING HIGHER SALARY WILL GAIN MORE PF AMOUNT BUT THE AMOUNT EXCEEDING PF LIMIT WILL NOT BE CONSIDERED FOR PF CALCULATION SO FINAL PF AMOUNT WILL BE 1800.
  FORMULAS ENTERED IN SALARY MANAGEMENT SCREEN WILL BE FINAL FOR PAYROLL PROCESS.      A PAY CATEGORY CAN’T EXCEED AMOUNT ENTERED IN MAXIMUM LIMIT

·        ·         OPEN HR-> SALARY MANAGEMENT-> SEARCH-> EDIT ANY ONE EMPLOYEE FROM THE LIST-> CHANGE FORMULA BASED ON CODE LISTED FOR EVERY PAY CATEGORY-> PRESS OK.
  ·         OPEN HR-> SALARY MANAGEMENT-> SEARCH-> SELECT ALL EMPLOYEES-> EXPORT-> MAKE NEEDED CHANGES TO ALL EMPLOYEES AND SAVE AS EXCEL WORKBOOK-> UPLOAD THE EXCEL IN SALARY MANAGEMENT SCREEN->PRESS SAVE ALL.

·         MISTAKE WHILE UPLOADING EXCEL IN SALARY MANAGEMENT WILL INTERRUPT PAYROLL PROCESS, SO REFER TO TRAINING VIDEO ABOUT SALARY MANAGEMENT.
   OPEN HR-> SALARY MANAGEMENT-> SEARCH-> EDIT NON- ELIGIBLE EMPLOYEE FROM THE LIST-> DISABLE PF OR ESI OPTION-> PRESS OK.
  ·         SALARY NEED TO BE GENERATED AGAIN FOR THAT THAT EMPLOYEE IF THERE’S ANY CHANGES MADE IN SALARY PROCESS.
   ·         YES, OPEN HR-> PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT EMPLOYEE-> SELECT MONTH-> GENERATE.
  YES, OPEN HR-> PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT EMPLOYEE-> SELECT MONTH ->SELECT DEPARTMENT-> GENERATE.

MAKE SURE ALL EMPLOYEES ARE PROPERLY MAPPED TO THEIR RESPECTIVE DEPARTMENT BEFORE GENERATING SALARY.
OPEN HR->EMPLOYEE->SELECT EMPLOYEE NEEDS TO BE MODIFIED-> SEARCH AND CLICK EDIT-> CHANGE DEPARTMENT-> SAVE.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE->SEARCH.

TOTAL DEDUCTED AMOUNT IN BETWEEN GIVEN DATE RANGE WILL BE LISTED IN “EMPLOYEE PAID” COLUMN.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE-> SELECT EMPLOYEE->ENABLE SUMMARY->SEARCH.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE->SEARCH AND CHECK “BALANCE” COLUMN TO FIND BALANCE OF ALL EMPLOYEES.

OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE-> SELECT EMPLOYEE->ENABLE SUMMARY->SEARCH. AND CHECK “CLOSING BALANCE” TO FIND BALANCE OF SPECIFIC EMPLOYEE.
GO TO FINANCE-> SELECT MANAGE LEDGER-> SELECT TYPE CASH IN HAND -> CLICK CREATE LEDGER -> TYPE CASH IN HAND IN NAME AND OTHER COLUMNS AS REQUIRED -> CLICK SAVE -> OTHER LEDGERS CAN BE CREATED IN THE SAME WAY
GO TO FINANCE->SELECT TO VOUCHER ENTRY->SELECT TO TYPE MAIN CASH TO PETTY CASH ->GO TO NEW VOUCHER->SELECT TO VOUCHER TYPE MAIN TO PETTY CASH->TYPE TO EMPLOYEE,COMPANY,DATE,LOCATION,PARTY NAME>DETAIL CLICK TO PETTY CASH,TYPE TO AMOUNT,GO TO ADD->GO TO SAVE.
GO TO FINANCE -> SELECT TO PETTY CASH -> SELECT LEDGER-PETTY CASH -> SELECT LOCATION COMPANY,DATE -> CLICK ADD
CLICK FINANCE->TALLY INTEGRATION->SELECT REPORT TYPE AS PURCHASE FOR WHICH INTEGRATION IS TO BE DONE ->SELECT COMPANY -> SELECT ENTRY DATE AS REQUIRED -> CLICK SEARCH -> ON THE RIGHT SIDE CHECK THE TALLY COMPANY & MACHINE PORT IF THE DATA HAS COME -> CHECK & CLICK TRANSFER ->ONCE THE DATA IS TRANSFERRED SUCCESS MSG WILL COME
CLICK FINANCE->TALLY INTEGRATION->SELECT REPORT TYPE AS SALES FOR WHICH INTEGRATION IS TO BE DONE ->SELECT COMPANY ->SELECT LOCATION-> SELECT BILL DATE AS REQUIRED -> CLICK SEARCH -> ON THE RIGHT SIDE CHECK THE TALLY COMPANY & MACHINE PORT IF THE DATA HAS COME ->CHECK & CLICK TRANSFER->ONCE THE DATA IS TRANSFERRED SUCCESS MSG WILL COME
CLICK FINANCE->TALLY INTEGRATION->SELECT REPORT TYPE AS PURCHASE RETURN FOR WHICH INTEGRATION IS TO BE DONE ->SELECT COMPANY ->SELECT RETURN DATE AS REQUIRED -> CLICK SEARCH -> ON THE RIGHT SIDE CHECK THE TALLY COMPANY & MACHINE PORT IF THE DATA HAS COME ->CHECK & CLICK TRANSFER->ONCE THE DATA IS TRANSFERRED SUCCESS MSG WILL COME
GO TO FINANCE -> CLICK CREDIT SALE COLLECTION -> SELECT THE CUSTOMER -> CLICK SEARCH PENDING BILLS -> ENTER THE AMOUNT AND OTHER PAYMENT DETAILS ->ADD TO THE PAYMENT -> SAVE
GO TO STORE->SELECT DIRECT STOCK ENTRY ->SELECT THE COMPANY >SELECT THE LOCATION->ENTER THE ATTRIBUTES AS REQUIRED ->ENTER THE BUYING PRICE & SELLING PRICE -> CLICK ADD OPTION-> NEW BARCODE WILL GET GENERATED IN THE SCREEN->CLICK SAVE OPTION TO SAVE THE ENTRY ->USE THE PRINT OPTION TO PRINT THE BARCODE IF REQUIRED
"GO TO STORE->SELECT TRANSFER GOODS->SELECT PACKED BY -> SELECT FROM LOCATION & TO LOCATION->SCAN THE BARCODE IN THE BARCODE COLUMN->SAVE THE ENTRY->PACKAGE CODE WILL GET GENERATED-> USE THIS PACKAGE CODE AT RECEIVE GOODS OPTION UNDER WAREHOUSE MENU-> IMMEDIATE TRANSFER CAN BE USED TO MAKE TRANSFER IMMEDIATE AT THE RECEIVING LOCATION WITHOUT AN APPROVAL (YOU CAN ALSO USE UPLOAD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"
GOTO STORE-> SELECT TRANSFER GOODS -> SCAN THE BARCODES -> SELECT FROM/TO LOCATION -> TICK IMMEDIATE TRANSFER CHECK BOX -> SAVE

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