3.Get Started

A. Base Data

Items, customer and supplier are the three basic data of the system, which can be imported in batch or entered one by one.

Import Items

Step:1. Download the items import template.
Step:2. Enter the items information as required in the items import template Excel;
Step:3. Select the excel file and import it.

Import Customers

Import Suppliers

B. Receive Items

When the purchased items are received, you need to create a Receive Items document,Inventory will increase when Receive Items is created.

If a corresponding Purchase Order has been created before, then the Receive Items can be created directly from Purchase Order.

C. Bill of Sale/invoice

Inventory will decrease when a new Bill of Sale/Invoice is created.

If a corresponding Sales Order has been created before, then the Bill of Sale/Invoice can be created directly from Sales Order.

D. View Inventory

Inventory Detail
Inventory Detail are available for each outbound and inbound record and are often used to check inventory issues.

Inbound & Outbound Summary:

You can check the cost of inventory, and the summary of incoming and outgoing data.

E. Customizable print templates

The printable template is in Excel format and can be easily modified.

Take Invoice as an example

Tip.
*can delete unwanted content, including rows and columns;
*can add the required content;
*can insert logo;
*Save Excel to take effect after completion;
*Do not open more than one of the same print template file at the same time, because the other one will automatically become read-only, resulting in failure to save.
*The content of the print template containing [ ] is code, such as [invoice_code], which cannot be modified, but for the unwanted code, it can be deleted.
*You can also use your own template and copy the corresponding code over.

F. Payment

Creating a Receive Payment document when customer payment is received.

Creating Make Payment document when payment is made to supplier;