Firstly, you need to make sure that there is no inventory or transactions associated with any of the product’s variants. Then you need to delete the variants and finally delete the base product. Here are the steps: 1. Go to “Product Centre” and right-click on the product you want to […]
How to adjust inventory after shipment?
Follow the following steps to change the quantity or to adjust inventory after a shipment: Pull up the “Invoice Centre” and find the invoice. Click “Edit”. (As you know the invoice is generated after shipping so you need to edit the invoice first, then it will change the status of […]
How to apply Item/line level discount in the Sales Order/Invoice?
There are two ways to apply discounts at the item level/line level: One way is: Add the item through the “Add Item” function And then enter the discount. Then click on “Add Item”. Another way is: When items are already existing in the SO Details. And by clicking on the […]
How do I bulk receive and close ASN’s?
Once the goods are received, they need to check and verify against the Purchase Order. This is the process of closing as ASN (Advanced Shipping Notice). To bulk Receive and Close ASN’s: Follow the steps on the Upload ASN module to bulk receive and close ASN’s into the system. In […]
How to assign a Sales Rep to a Customer?
There are two ways to assign a Sales Rep to a Customer: When creating a Customer, you can assign a default Sales Rep. You can also assign a Sales Rep to Customers that have already been created in the Customer Centre by double-clicking on the customer. Adding the Sales Rep […]
How to save the table setting in the centres?
To save the table settings follow the steps below: Pull up the centre (Sales order Centre, Purchase Order Centre, Item Centre…) which you want to modify the columns Select the columns which you want to see while opening the centre. You can also save the number of rows to display […]
How do I add/delete Customer credit card info?
For adding/deleting the credit card info follow the below steps: Pull up the “Customer Centre” module. Select the customer for which you want to add the “Credit Card Info”. Then double click on the customer. The pop-up will be opened. Select the “Payments” option tab. Then from the top right […]
How to convert Accrual Basis to Cash Basis?
The accrual basis of accounting is used to record revenues and expenses in the period in which they are earned, irrespective of the timing of the associated cash flows. However, there are times (usually involving the preparation of a tax return) when a business may instead want to report its […]
Flat File Vs API Integration
Flat-File Integration vs. API Integration A flat-file transfer is a technology for transferring sets of data from a software program for a selected date range or a number of records via a flat CSV file or another allowable file format. Flat file integration can near real time integration with schedules […]
What are Closing Entries?
Closing journal entries are made at the end of an accounting period to prepare income statement accounts for the next period. This is because income statement accounts are measured periodically; and so, the amounts in one accounting period should be closed or brought to zero so that they won’t get mixed […]
