1. Base Data

1.1 Enter  goods,customer, supplier 

go to [BASE DATA],Take goods as example,click icon Goods

click button New

enter goods information， click the Save button When you are finished.

 

1.2 import data  in batches with excel. 

 

1.2.1 Import Goods

Please follow the steps on the following interface:

 

 

1.2.2 Import Customer

click Customer

click button Import

Please follow the steps on the following interface:

 

1.2.3 Import Supplier

click Supplier

 

click button Import

Please follow the steps on the following interface:

 

2. Bill Of Sale / Invoice

When you've sold the goods, or the goods have been shipped from the warehouse, you need to create a Bill of Sale, then the inventory will be reduced, and accounts payable will be generated if the customer doesn't pay.


2.1 Create a Bill of Sale /Invoice 

go to [SALES],[Bill of Sales]

 

 

select customer ,goods, enter Qty,price,discount,Tax Rate,Shipping fee, and then you can print bill of sale or invoice.

 

Invice:

 

2.2 Create Bill of Sale / Invoice from Sales Order

If the customer previously placed a sales order and now needs to ship it, the Bill of Sale / Invoice  can be generated with a sales order without having to re-enter the goods.

go to [Sales Order Query]

 

 

click the icons below:

 

3.Warehouse Receipt

When you receive goods from the supplier, you need to create a Warehouse Receipt document, so the inventory will be increased, and accounts payable will be generated if the payment is not yet made .

 

3.1 Create a Warehouse Receipt 

Go to [PURCHASE],click [Warehouse Receipt] 

 

 

select supplier,goods.