How to register a cost center
1-Go to Financial->Costs Centers and click on the “ADD NEW” button. 2-Type down the name of this cost center in the “DESCRIPTION” field and click on the “SAVE” button.
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How to register new types of operation
1-Go to File->Settings->Type of operation and click on the “ADD NEW” button. 2-Types of operation: used to define if a transaction will be a sale, in which a payment from the client will be received and normally the inventory will decrease, or Continue reading How to register new types of operation
How to register new taxes
1-Go to File->Settings->Taxes and click on the “ADD NEW” button. 2-Fill the fields with the name of the tax, how much (% or value) this tax will affect the prices and if the tax will be added to the sales price Continue reading How to register new taxes
How to register new terms
1-Go to File->Settings->Terms and click on the “ADD NEW” button. 2-Terms are the conditions of the transaction (if the total amount will be shared, how many installment payments and what will be the due date for each one after the Continue reading How to register new terms
How to register a Tender
Functionality Use this function to set up Tenders at the system. 1 – Open your Backoffice system and go to File->Settings->Tenders and click on the “ADD NEW” button. 2 – Fill the description field with a name for this tender. 3 – At Continue reading How to register a Tender
How to register a new user/employee
1-Go to File->Team and click on the “ADD NEW” button. 2-Fill all the fields as complete as possible (except User # and PIN) and click on the “SAVE” button. 3-After you effectively register the user, you will be able to add more Continue reading How to register a new user/employee
How to register new product groups
1-Go into File->Items->Groups and click on the “ADD NEW” button. 2-At the Details tab type down the name of this group, nickname (if needed), if it is a visible group and if it has a parent group. Selecting a parent group Continue reading How to register new product groups
How to register new products or services
1-Go into File->Items->Products and Services and click on the “ADD NEW” button. 2-Fill all the fields as complete as possible, and select the group this product should be in. Also select if this product will affect inventory when sold or bought. Continue reading How to register new products or services
How to register a customer
1-Go to File->Customers and click on the “ADD NEW” button. 2-Fill all information as much complete as possible and click on the “SAVE” button. 3-You will be able to insert the customer’s address on the address tab. Click on the “INSERT” Continue reading How to register a customer