Masters
Advance Search in Masters
Purpose and Benefits of Advance Search in Masters: The purpose of advance search is that, search can be done at any kind which will load the details based on the search. It is not necessarily that the first letter has to be searched. The benefits of ...
Steps to create a supplier in supplier master
Steps: Go to Master > Supplier On the left hand side you have the list of suppliers in your database On the right hand side you have the General and purchase tabs In the General tab, you have all the information you have regarding the suppliers, ...
How to create tax master
Here explaining how to create new tax master. 1. Go to Masters-->Tax. 2. Click New button or Press F3 button to create New Tax. 3. Choose Vatsales or CST sales Vatsales-->For creating local tax CSTSales-->For creation interstate tax 4. Type the print ...
How to create or modify customer in Customer master?
Features Available in Customer Master: Go to Master- >Customer On the left-hand side, you have a list of customers in your database. This can be sorted by the filters which we have provided, for example, Customer Name wise, Customer Code Wise, etc. ...
Restrict to create and modify customers in customer master
To Configure Path: Tools-->options-->options. Path: Tools-->Option-->Options-> Master setting. In Mater setting Enable the option to Restrict Creating, Editing and Deleting of Customers in Customer Master using spacebar. After Enabling the option, In ...
Configuring customer wise rate setting
Go to the Options menu by typing "options" in the menu search box and hit ENTER In Options, go to Sales > Bill Offer Settings There will the Bill Offer Details settings. Change this by pressing F2 key. Set that option to customer wise rate setting ...
How to create a new Salesman / Rep / Sales executive in masters?
Executive Master Go to Master > Executive Press F3 to create a new executive Type the name and phone number (mandatory) Type the other details if necessary Press F6 to save once done Mapping Executive Go to Customer Master Select the customer and ...
How to create a new Godown in Godown master?
Godown Master Go to Master > Godown Press F3 to create a new godown Type the Godown name and the other details Set the Bill Serial parameter so that all the bills from this godown will have the specified Serial prefix Enable Allow stock transfer if ...
How to update master data in bulk? Bulk Change Process / Bulk update
BULK CHANGE PROCESS IN MANAGE EASY PURPOSE : The Bulk change process is mainly used for the purpose of changing the data updated in the Customer Master, Supplier Master, MFR Master, Product Master. Instead of changing the data from each and every ...
Creating customer category and map customers to it
Customer Category Master Go to Master > Customer Category There are some default customer categories that are already available Press F3 to create a new category Type the name of the category (Mandatory) Set the bill rate on option Set the billing ...
How to get list of entire products in Master?
1.Go to Reports->Common->Product 2.The product report gets listed out. 3.You can use column operations from settings option and enable/disable the required columns.
Product Category
Product Category Master Go to Master > Product Category To create a new Category, Press F3 Type the name of the Product Group (mandatory) Set the other parameters according to your business needs Press F6 to save the category For modifying a ...
Transporter Master
Transporter Master Go to Master > Transporter Press F3 to create a new Transporter Type the name of the Transporter (Mandatory) Type the other details (Optional) Press F6 to save Mapping a Transporter with a Customer Go to Customer Master Select the ...
Area/Beat Master
Area / Beat Master Go to Master > Area / Beat Master Left-hand side: can view Market Beat, Delivery Beat, Sales Beat and Sales Area Press F3 to create a new Area / Beat Enter the name of the Area / Beat (Mandatory) Enter City, State & Pin (Optional) ...
Executive (Rep) Master
Executive Master Go to Master > Executive Press F3 to create a new executive Type the name and phone number (mandatory) Type the other details if necessary Press F6 to save once done Mapping Executive Go to Customer Master Select the customer and ...
How to create a new manufacturer in manufacturer/MFR master?
Go to Master > MFR / Company Master. Click on New to create a new company. Enter the mandatory fields: Short Name, Company Name, Company / Division. To set a company as a division of another company, select Division in the Company/Division option and ...
Godown Master
Godown Master Go to Master > Godown Press F3 to create a new godown Type the Godown name and the other details Set the Bill Serial parameter so that all the bills from this godown will have the specified Serial prefix Enable Allow stock transfer if ...
Tax Master
Here explaining how to create new tax master. 1. Go to Masters-->Tax. 2. Click New button or Press F3 button to create New Tax. 3. Choose Vatsales or CST sales Vatsales-->For creating local tax CSTSales-->For creation interstate tax 4. Type the print ...
Packing
Creating a Base Unit Go to Master > Packing Press F3 to create a new Pack Select type as 'Base Unit' Set the name of the Pack Type the no. of units Press F6 to save the pack Creating a Derived Unit Press F3 to create a new pack Set the type as ...
Product Master
Steps Go to Master > Product On the left hand side you have a list of all the products in your database. You can sort them based on the filters such as Product Name Wise, Product Code Wise, etc. You can also apply a manufacture filter. On the right ...
Supplier Master
Steps: Go to Master > Supplier On the left-hand side you have the list of suppliers in your database On the right-hand side you have the General and purchase tabs In the General tab, you have all the information you have regarding the suppliers, ...
Customer Master
Features Available in Customer Master: Go to Master- >Customer On the left hand side you have a list of customers in your database. This can be sorted by the filters which we have provided, for example, Customer Name wise, Customer Code Wise, etc. On ...