FAQ - Masters

Product

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

Product

GO TO MASTER-> SELECT PRODUCT -> SEARCH THE PARTICULAR PRODUCT AND EDIT -> SELECT THE MANDATARY ATTRIBUTES FOR THE PRODUCT IN THE RIGHT SIDE -> CLICK SAVE

Brand

GO TO MASTER->SELECT BRAND MASTER->TYPE TO CODE & NAME(CODE & NAME CAN BE SAME)-> CLICK SAVE

Tax

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

Supplier

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

Agent

GO TO MASTER->SELECT AGENT->ENTER NAME,CONTACT NO.,CONTACT PERSON,MAIL ID,CITY,STATE,PINCODE ->ENTER THE COMMISION DETAILS AS REQUIRED->CLICK SAVE

Transport

GO TO MASTER->SELECT TRANSPORT->ENTER NAME,CONTACT NO.,CONTACT PERSON,MAIL ID,ADDRESS,CITY,STATE,PINCODE->CLICK SAVE

Employee

GO HR->CLICK EMPLOYEE MASTER->CLICK NEW ->FILL THE EMPLOYEE DETAILS->CLICK SAVE BUTTON

Employee

GO TO HR->SELECT EMPLOYEE->GO TO SEARCH->TYPE EMPLOYEE CODE,EMPLOYEE NAME->GO TO SEARCH

Location

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

Counter

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

City

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

State

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

Sale Reason

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

Sale Return Reason

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

Seasons

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

Bank

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

Supplier Group

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

Additional Charges

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

Customer category

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 .

Sale Area

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

Card Types

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

Courier Types

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

Swipping Machine

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

Size

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

Pattern

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

Styler

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

Type

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

Colour

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

Material

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

Stock Marker

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

Product Group

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

Age Sets

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

Units

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

Item Groups

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

Attributes Filter

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

Product Master

BEFORE GENERATING BARCODE FOR THE ENTRY

GO TO MASTERS-> CLICK PRODUCTS -> CHANGE THE SELLING MODE INTO PIECE

Attributes

GO TO MASTERS-> CLICK ATTRIBUTES-> SELECT LOCATION -> SEARCH AND EDIT -> TICK AUTO SETTLEMENT CHECK BOX -> SAVE

Supplier Master

GO TO MASTERS-> CLICK SUPPLIERS-> SEARCH AND EDIT THE SUPPLIER -> SELECT THE DROPDOWN OF THE AGENT->SELECT-> SAVE

Product Master

GO TO MASTERS-> CLICK PRODUCTS-> SEARCH AND EDIT THE PRODUCT-> SELECT THE PRODUCT GROUP DROP DOWN->SELECT THE PRODUCT GROUP FOR THE PRODUCT -> SAVE

Supplier Master

GO TO MASTERS-> CLICK SUPPLIERS-> SEARCH AND EDIT THE SUPPLIER -> THERE IS A DROPDOWN CALLED TRANSPORT ->SELECT THE SPECIFIC TRANSPORT FOR THAT SUPPLIER -> SAVE

Supplier Master

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

Double Approval

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

Intray

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

Employee Sticker

GO TO SALES->SELECT EMPLOYEE STICKER->TYPE TO EMPLOYEE ID,EMPLOYEE NAME->GO TO SEARCH->SELECT AND PRINT THE EMPLOYEE STICKER BARCODE