3.Get Started 

Welcome to iYoulike System. We will help you quickly get started with iYoulike System in 30 minutes.

	Table of contents
1	Multi-currency settings
2	Company information settings
3	Warehouse settings
4	System settings
5	Add user account and permission settings
6	Enter or Import items
7	Enter or Import customers
8	Enter or Import suppliers
9	Purchase Order
10	Purchase Receipt
11	Sales Orders
12	Invoice
13	View inventory Qty & cost
14	Customized Printing Template
15	Payment Receipt & Payment Voucher
16	Receivables and Payables

 

1.Multi-currency settings

Set the base currency and the common currencies required for sales and purchases.

[Settings]-[Currency]

Basic currency: It is the currency unit used when entering sales prices, and is also the unified currency unit for system reports and cost calculations. Once a transaction occurs, the basic currency cannot be modified.

You can add the currency you need.

2.Company information settings 

[SETTINGS]-[Company]

 

This company information will be automatically applied to printed documents.




3.Warehouse settings

Supports multiple warehouses, no limit on the number of warehouses.

  [SETTINGS]-[Warehouse]

4.System Settings

In order to better match your needs, you can set up the system, such as item custom fields, custom price types, tax rates, etc. 

  [SETTINGS]-[System Settings]
 

5.Add user and permission settings 

After logging in with an administrator account, you can add users and set user permissions.

 [SETTINGS]-[Users]
 
Add New User:
 

 

Permission settings: 

Install iYoulike on other computers, and then log in to iYoulike:
 


Note: After installing iYoulike on other computers, do not register an account set again. Click button [log in] . This will allow other users to use the same account set and see the same data.

6. Enter or Import items 

  [Inventory]-[Items]

Add New Item: 
 


Import items:
 

Follow the steps on the interface.



 

7.Enter or Import customers 

Customers can be entered one by one or imported in batches using Excel

  [SALES]-[Customers]

New Customer：

Import customers:
  

8.Enter or Import suppliers 

Suppliers can be entered one by one or imported in batches via Excel.

  [PURCHASE]-[Suppliers]

  



9.Purchase Order 

To order from a supplier, you need to create a purchase order

  [PURCHASE]-[Purchase Order]

You can export to Excel, which can be saved as PDF, and then send the PDF to suppliers for ordering.



10.Purchase Receipt

After receiving the goods from the supplier, a purchase receipt needs to be issued. Once the purchase receipt is issued, the inventory will increase.

  [PURCHASE]-[Purchase Receipt]

 


If you have already created a purchase order before, you can generate a Purchase Receipt from Purchase Order. 

  [PURCHASE]-[Purchase Order List]
 

 



11.Sales Orders

When there is no stock, customers need to order the goods, which require a certain delivery date, and then a sales order needs to be created. Creating a sales order does not reduce inventory.

  [SALES]-[Sales Order]




12.Invoice

An invoice is required when the goods are shipped or sold. Once an invoice is issued, the inventory will be reduced.

  [SALES]-[Invoice]

 

If you have created a sales order before, you can generate an invoice with one click in Sales Order List.

  [SALES]-[Sales Order List]

13.View inventory Qty & cost 

  [INVENTORY]-[Inventory Report]

 
 


Inventory Details:
The inventory details can be used to  check every entry and exit, and can also be used to check inventory problems and find out where the inventory problems are. 

14.Customized Printing Template  

The printing template is in Excel format and is easy to modify. The computer needs to have Microsoft Office or WPS software installed.


  [SETTINGS]-[Print Templates]

 


For details on modifying the print template, see  9.3Print Templates


15.Payment Receipt & Payment Voucher

After receiving payment from the customer, you need to create a Payment Receipt to record it

[FINANCE]-[Payment Receipt]

When a payment is made to a supplier, you need to create a Payment Voucher to record it.

[FINANCE]-[Payment Voucher]
 




16.Receivables and Payables

View all customers' receivables:

[FINANCE]-[Accounts Receivable]

Customer Statement:

[FINANCE]-[Customer Statement]

View all supplier payables:

 [FINANCE]-[Acounts Payable]

Supplier Statement:

 [FINANCE]-[Supplier Statement]