Sales and Purchase CRM Accounts Payroll

Parties

User can create Parties using Parties menu.

parties-menu

How to create a Vendor

  • User can create vendor using Parties->Vendor menu
  • User can create vendor using Parties->Vendor menu
  • Give the following details like Contact name, Mobile number, Email id and Fax
  • Add Billing address, Shipping address that will reflect in invoices
  • Click Copy billing address check box when both billing address and shipping address are same
  • Press F5 or click create to add the vendor
create-vendor

How To change Vendor ID

  • User can change vendor Id by click on settings button on right top.
  • Click on ID sequence
  • Enter the type of sequence needed or click on Generate Manual Id check box
  • Click Update button to apply the change
id-sequence

How to Import Vendors

  • User can import vendors using Parties ->Vendors ->Vendor Import
  • Click Choose File to upload Vendors in CSV file
  • Click VendorUploader.csv for Sample Format
  • Click submit at left top to import Vendor data
id-sequence

How to Export Vendor

  • User can export vendor in xls file using Parties ->Vendors ->Vendor Export
  • And Click Download Button to Export Vendor
export-vendor

How to Create Customer

  • User can create customer by Parties ->Customer -> Customer
  • Enter Vendor name as "CUSTOMER A" and Provide TRN number for the vendor and select Territory
  • Give the following details like Designation, Title, Contact name, Mobile number, Email id and Fax
  • Add Billing address, Shipping address Which will reflect in invoices
  • Click Copy billing address check box when both billing address and shipping address are same
  • Press F5 or click create to add the vendor
create-customer

How to edit Customer ID

  • User can edit customer Id by clicking on settings button on right top.
  • Click on ID sequence
  • Enter the type of sequence needed or click on Generate Manual Id check box
  • Click update button to change
edit-customer-id

How to Import Customer

  • To import customers, Go to Parties-->Customer-->Customer Import
  • Click Choose File to upload Customer in CSV file
  • Click CustomerUploader.csv for Sample Format
  • Click submit at left top to import Customer data
import-customer

How to Export Customer

  • To export Go to Parties->Customer -->Customer Export
  • And Click Download Button to Export Customer
export-customer

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