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 Parameters 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	Receive Items
11	Sales Orders
12	Invoice
13	View inventory
14	Customized Printing Template
15	Receive Payment & Make Payment
16	Receivables and Payables

 

1.Multi-currency settings

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

[BASE DATA]-[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 Parameters settings

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

  [SETTINGS]-[System Parameters]

5.Add user account and permission settings 

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

  [SETTINGS]-[Users]

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 [Already have an account, log in] . This will allow other users to use the same account set and see the same data.

6. Enter or Import items 

  [BASE DATA]-[Items]

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

  [BASE DATA]-[Customers]

New Customer：

Import customers:



 

8.Enter or Import suppliers 

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

  [BASE DATA]-[Suppliers]

New or Import:




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.Receive Items

After receiving the goods from the supplier, it is necessary to issue a [Receive Items], and once the receive items document is issued, the inventory increases.

  [PURCHASE]-[Receive Items]




If you have created a purchase order before, you can generate a Receive Items Document  in one click in [Purchase Order List].


  [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

  [INVENTORY]-[Inventory Report]

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

Stock In and out inventory summary:

Check the cost amount of inventory and the inventory in and out summary within a certain period of time.

  [INVENTORY]-[Stock In Out Summary]

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.Receive Payment & Make Payment

Receive payment from customers and create a receipt to record it in the account;

[FINANCE]-[Receive Payment]
 

To pay suppliers, you need to create a payment to record the payment.

[FINANCE]-[Make Payment]





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]