Below are guideline(s) for Records Partitioning : Step 1: Go to System >> Security Manager >> Records Partitioning Step 2: 1. From “List of User Code”, select user and click “>” button to transfer these user to “Selected User Code” 2. Choose the Partition Type. (Eg: Category) 3. From “List of Category”, select category code ..
Category : Financial
Below are guideline(s) on attach Additional Remark Column in Item Maintenance. Step 1: Go to System >> Administrator Menu >> User Define Caption Tick “Item User Define” (It depends on how much you would like to add) >> change the user define caption >> tick “Save Global Setting” Step 2: Go to “Item” ..
Below are guideline(s) to account code missing: 1. go to journal entries see which item code missing account code 2. go to detail 3. in item code which missing code then click edit item 4. choose GL code 5. clic..
Below are guideline(s) to include Company Bank Account Information in Invoice, Quotation, etc… Step: Go to System >> Company Information >> Fill in the bank account column >> Save (N/B: The bank account info key in company info section will show up at the footer of Invoice, Quotation, e..
Below are guideline(s) to Re-Update FIFO Opening Quantity: Step 1: Go to Inventory >> Enter Opening Stock >> FIFO Opening Quantity Step 2 : a) Click “List” to choose opening stock document b) Choose item code c) Choose location code d) Key in opening stock and price e) Click “Add Item” f) Click “Upd..
Below are guideline(s) to set “Customer Code” running number : Step 1: Go to System >> Administrator Menu >> Running Number Setting Step 2: Select “Customer” >> key in new running number >&g..
Below are guideline(s) to Add New Customer in Distribution 1. Click “Customer shortcut icon”. 2. Generate Auto Running Customer Code by following the link below if the code is not auto-running. https://www.skybizglobal.com/ticket/admin/knowledgebase_private.php?article=274&back=1 3. Classify the customer under their respective category. 4. Fill in customer information. 5. Add New 6. You may check all customers from ..
Below are guideline(s) to set “Item Code” running number : Step 1: Go to System >> Administrator Menu >> Running Number Setting Step 2: Select “Item” >> key in new running number >&g..
Below are guideline(s) to Shift Item Code to other Item Group : 1. Go to “Item” 2. Click “List” to choose the item code 3. Click “Item Group” to change item group code 4. Click “Upd..
Below are guideline(s) to Add New Item Group : Step 1: Go to Maintenance >> Item Group Step 2: Key in item group code, description and valuation method >> link all the account >> click “Add ..