Help Center Archive - Page 3 of 3

2.4 Manage Expense

1. To do so, users can click on the Expense option within the Master menu.

Master => Expense

2. Click the ADD Expense button input the Expense

3. Input the Expense

After adding the expense click on SAVE

4. Including features for filtering transactions and potentially adding new transactions.

Cash => Add New

5. Select the Expense form name drop-down and add an expense amount and click on SAVE.

6. Edit or Delete Expenses

Click on the icon to edit expense
Click on the icon to delete expense

2.3 Manage Parties

1. To access the Parties menu, simply click on the Master section, and then select Parties from the dropdown menu.

Master => Parties

2. To add a new party, fill in all the required information fields within the Parties section of the software.

After filling in all the details (* field required) click on SAVE

3. To edit existing data, navigate to the respective entry in the software’s interface and modify the desired fields, such as name and mobile number.

4. The point of the arrow icon in the image is that it allows you to delete the details of a partner’s account. This can be helpful if you are looking for a way to remove a partner from your list.

Details: Clicking on the arrow icon next to a partner will likely reveal more information about that partner, such as their address or company name.

Set Password: This option allows you to set a password for the partner’s account. This could be useful if you want to restrict access to the account information.

User Roles: This option allows you to assign user roles to the partner. This could be useful if you want to give the partner specific permissions within the system.

Load Initial Balance: This option allows you to load money into the partner’s account. This could be useful if the system uses a prepaid system.

2.2 Manage Banks

1. Got it! It seems you’re navigating through some software where you have to click on Bank within the Master section. Once you’ve clicked on Bank.

Master => bank

2. Click the Click to Add Bank button..

3. Enter your bank account information, such as your routing number, account number, and account type.

Step 1: After filling in all the details (* field required) click on SAVE

4. This bank dashboard lets you view, add, edit, and remove accounts, with options to deposit, withdraw, and see details.

5. View the bank details and users can print or download PDF or Excel sheets of bank details.

6. By following these steps, you can create a feature that allows users to view, print, and download bank details in PDF or Excel format within your software application.

7.View the Bank details print.

2.1 Create Company

1. Navigate to the master section and select Account Settings to configure the master settings related to accounts. From there, proceed to create a new company.

Master => Account Settings

2. Add details

Users can easily input and manage the information in your software. Additionally, offering options like browsing for a logo and specifying backup file paths enhances the user experience and functionality of your software.

After filling in all the details (* field required) click on Save

1.5 Parcel

1. Click on the Parcel Button.

Pacel-1

2. Add Details

→ Add Invoice

3. Select the invoice of items going to parcel then insurance and show in the box.

4. After filling in all the details (* field required) then click on Save

5. Edit and Delete

**Click on the pencil icon to edit
**Click on the trace-bin icon to delete

6. Print details

7. Move to done

8. Show done records

→ Here select the date from date and to date. And get the data from this specific duration for the parcel.

1.4 Job Work

To access Process, navigate to Master and click on Process from the dropdown menu. Here you can add a Job Work Process.

1. Go to Master → Process

2. Click the add Process Icon.

3. Enter the data and click Save Icon.

4. Click the process Edit And Delete. Select a process to edit or delete, enabling modifications and removals for streamlined management.

→ General manufacturing process cycle for MS Dokia

Step 1: Melting/Dhal

Step 2: Tar

Step 3: Kidiya

Step 4: Ganthan

Step 5: Design / Para

Step 6: Filling

Step 7: Roudiom

Step 8: Polishing

Step 9: Packaging

→ General manufacturing process cycle for Kadali

Step 1: Melting/Dhal

Step 2: Band

Step 3: Copper Kadali

Step 4: AD Settings

Step 5: Mino Work

Step 6: Filling

Step 7: Roudiom

Step 8: Polishing

Step 9: Packaging

→ General manufacturing process cycle for Bali, Ring, Pendant Set, etc.

Step 1: Filling

Step 2: Roudiom

Step 3: Polishing

Step 4: Packaging

Click the Job Work Icon.

Select Process → Employee → Touch

Enter Data

Step 1: Add new items and employee.

Step 2: Click the amount AM icon.

Step 3: Enter data and click the submit icon and and show the data.

Step 4: Click the process loss PL icon.

Step 5: Enter data and click the submit icon and show the data.

Add Cash Payment, Cash Receipt, Bank Payment, Bank Receipt and Round Off.

1. Click the plus icon data is add.

2. After filling in all the details (* field required) click on save.

3. Shortcut Key ctrl + s

→ Print or view each process details while including the previous process.

4. In software, Edit allows modifying content, while Delete removes it.

5. Print Single Process Details from Multiple Process list.

6. Click on Previous Party to navigate to the preceding event and Next Party for the subsequent one.

7. View Transaction icon.

→ View the Transaction.

→ Print Details

8. View the QR-Code

9. To access Job Work Outstanding in the reports section, navigate to Report and select Job Work.

Go to Report → Job Work Outstanding

10. Select the Process and Print.

11. View the Job Work outstanding.

Step 1: Click the Grid view icon.

Step 2: Display the entire process in Grid View.

Step 3: View the Job Work details.

1.3 Manage Transaction

Step 1: Go to Transaction

Step 2: Add to party click the navigation icon.

Step 3: Fulfilling data typically involves entering all relevant information about the party or event into the software.

Step 4: To add a new party or item, simply click on the plus icon, and then select New Party or New Item from the menu.

Step 5: After filling in all the necessary details, click the plus icon to save the information and add it to the database or system.

Step 6: Show the data is add.

Step 7: After filling in all the details (* field required) click on ADD then click on Save.

Shortcut Key ctrl + S
Save data and automatically generate a print preview for easy viewing.

Step 8: Click on Previous Party to navigate to the preceding event, and Next Party for the subsequent one.

Step 9: In software, Edit allows modifying content, while Delete removes it. These operations ensure users can revise and manage data effectively.

Step 10: Click the Print Icon. You can highlight the button through where we can print the data.

Step 11: View the Print Details.

Step 12: Add Cash Payment, Cash Receipt, Bank Payment, Bank Receipt and Round Off

1. Select Type
2. Add Amount Click plus icon
3. Edit and Delete Amount
4. After filling in all the details (* field required) click on ADD then click on Save.
Shortcut Key ctrl + S