Frequently Asked Questions

Here we have developed an exhaustive list of questions and answers for all modules

Payment - FAQs

Check out below frequently asked questions about payments

On any of the above forms select “- Add New -” option from vendor’s drop down and click on the button next to it, new form will open, enter new vendor information and save, after that vendor drop down will show newly created vendor. And to edit vendor information already in the drop down, then select the vendor and click on the button next to it, new form will open containing the complete information of that selected vendor, edit the required information and update.

On any of the above forms select “- Add New -” option from vendor’s drop down and click on the button next to it, new form will open, enter new vendor information and save, after that vendor drop down will show newly created vendor. And to edit vendor information already in the drop down, then select the vendor and click on the button next to it, new form will open containing the complete information of that selected vendor, edit the required information and update.

On any of the above forms select “- Add New -” option from customer’s drop down and click on the button next to it, new form will open, enter new customer information and save, after that customer drop down will show newly created customer. And to edit customer information already in the drop down then select the customer and click on the button next to it, new form will open containing the complete information of that selected customer, edit the required information and update.

Yes, you can record entry of payment sent against vendor and customer using the same form by selecting the required option from the drop down with the label “Vendor” (which is selected by default).

Yes, you can record entry of money receive against vendor and customer using same form by selecting the required option from the drop down with the label “Vendor” (which is selected by default).

No, you cannot update any information i.e. ID, Payment Reference, Amount etc. in payment sent or receive money forms after full or partial reconciliation. To update, first remove the confliction then update the form accordingly.

You can send “Advance” and “Direct” payments to vendors and “Partial” and “Full” payments to customers.

You can receive “Partial” and “Full” money from vendors and “Advance” and “Direct” money from customers.

Yes, if you want to receive partial credit then select “Receive Order” and to send partial credit then select “Sale Invoice” from the options given under the label “Type”.

To receive partial credit, select “Receive Order”, enter ID or payment reference of the purchase order against which you want to receive the partial credit, system will automatically load the items from the purchase order, select the required item from the table, enter credit amount and save. To send partial credit, select “Sale Invoice”, enter ID or payment reference of the sale invoice against which you want to send the partial credit, system will automatically load the items from the sale invoice, select the required item from the table, enter credit amount and save.

No, you can save the form with the balance other than ‘0’ after reconciliation, system will notify you with a confirmation message in order to proceed with the remaining balance or not.

You can see the remaining amount when you open the new payment form and select the same vendor or receipt form in the case of customer. You can also see the remaining amount when you edit any previously saved form of the same vendor or customer.

Because the data populated in the table is based on the selected vendor or customer, so once you reconcile the payments or receipts against the populated data, you are unable to change the selected vendor or customer.

Sales - FAQs

Check out below frequently asked questions about sales

From sale invoice select “- Add New -” option from customer’s drop down and click the button next to it, new form will be opened, enter new customer information and press save, after that customer drop down will start showing newly created customer. And if you want to edit information of a customer already in the drop down then select that customer and click on the button next to it, new form will be opened containing the complete information of that selected customer, edit the required information and press update.

From sale invoice, select required customer whose shipping address you want to add and click on the button next to it, new form will be opened containing the complete information of that selected customer, press “Add Shipping Address” button on the top right corner, and enter the new shipping address, press add then update. After that new address will appear in the shipping address drop down in sale invoice form.

Yes, you can apply tax to individual item by entering the tax amount against required item in the “Tax Amt.” column. For this feature, user must have the rights to access the tax columns in required form. If you don’t see the tax columns then contact admin.

Address which you enter when creating new customer in the customer form is the default shipping address.

First select the same customer that you selected in sale invoice and enter the payment reference of a particular sale invoice against which you want to create the sale return in the table, then select the required item, enter related information and press save.

No, it is necessary that customer selected in the sale invoice in which the required item was sold and customer selected in sale return must be same.

No, it is not necessary that balance of total return amount and total issue amount will be ‘0’ in order to save the replacement form.

We can track our daily sales, returns and replacements from “Today Sale Activity” report. We can view daily, weekly, monthly, specific item, specific customer etc. report based on the search criteria that you select using the search parameters mentioned in the report.

Purchase - FAQs

Check out below frequently asked questions about purchase

From purchase order select “- Add New -” option from vendor’s drop down and click on the button next to it, new form will open, enter new vendor information and save, after that vendor drop down will start showing newly created vendor. And if you want to edit information of a vendor already in the drop down then select that vendor and click on the button next to it, new form will open containing the complete information of selected vendor, edit the required information and update.

Yes, to create new item id press “Create Item ID” button form the purchase order form, item id creation form will open, enter the required information and save, the item id drop down in the purchase order form will update automatically with the newly created item id.

Yes, the purchase order will close automatically after receiving the complete purchase order but when there is no remaining item left.

No, you cannot change the item id of received item from purchase order. If you want to change the item id then you must delete the complete receiving of this particular item against the purchase order in which you want to change the item id, after removing the receiving, the item id drop down will enable and you can easily update the item id.

No, we cannot receive any item greater than the quantity mentioned in the purchase order.

System will pop up the message that ESN(s) quantity greater than the receiving quantity is not allowed. If you enter less ESN(s) than mentioned in the receiving form, system will give you two options either to change the receiving quantity with entered ESN(s) quantity or to enter more ESN(s).

Yes, you can by clicking on the “Related Payments” button in the receiving form. After pressing this button a new search window will open in which you can search your required payment form in which you want to conflict the remaining receiving amount.

First select the same vendor that you selected in purchase order and enter the payment reference of a particular purchase order against which you want to create the vendor credit memo in the table, then select the required item, enter related information and press save.

No, it is necessary that vendor selected in the purchase order in which the required item was received and vendor selected in vendor credit memo must be same.

Yes, you can create the vendor credit memo of those items which were marked as issue

Yes, you can create one vendor credit memo containing multiple payment references of a same vendor.

Reporting - FAQs

Check out below frequently asked questions about different reports

Currently you can generate six different types of reports.

Step by Step Video Tutorials

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