Below are guideline(s) to set Authorities for User to Access Item Sales Monthly Analysis Report : Step 1 : Go to System >> Security Manager >> User Profile Management Step 2 : Select user ID from “List” >> expand “Reports” >> “Index to Reports” >> “Chart Analysis Module” >> tick “Item Sales Monthly Analysis” ..
Category : Distribution
Below are guideline(s) to Export Multi -Location Delivery Listing to Excel : Step 1: Go to Reports >> Master Listing >> Multi- Location Delivery Listing >> click “Standard Format” Step 2: Click the Export Icon >> choose “Excel” as Format >> choose “Disk File” as Destination >> click “OK” Step 3: Choose the ..
Below are guideline(s) to setting “Gst Tax Code”: Step 1: Go to “Item” >> click “List” Step 2 : a. Tick “Update Tax code” at bottom b. Right Click “Selected” column >> click “Tick” >> click “All Record(s)” c. Select the tax code d. Click “Update Tax C..
Below are guideline(s) to change or identify either GST Inclusive or GST Exclusive : Step 1 : Go to MyDistribution >> Maintenance >> Miscellaneous >> Tax M..
Below are guideline(s) to Add New Counter : 1. Go to Maintenance >> Miscellaneous Maintenance >> Counter Step 2: Fill in counter code, description and leave status as active >> click “Add ..
Below are guideline(s) to entry Sales Invoice Retrieve from Quotation : 1. Choose customer >> click “Select Detail” 2. Click the drop down icon and choose “Quotation” >> select date between >> click “Refresh” >> tick the quotation >> click “Use” Step 3: Click “Add ..
Below are guideline(s) to Control Minimum and Maximum Item Level : 1. Go to System >> Security Manager >> User Profile Management 2. Choose user ID from list 3.- Minimum item level (MINIL) choose “not allow overwrite Minil vs Onhand qty – with alert” – Maximum item Level (MAXIL) choose “not allow overwrite Maxil vs ..
Below are guideline(s) to Edit Item Group : 1. Go to Maintenance >> Item Group 2. Click “List” >> choose item group code >> edit detail >> click “Update..
Below are guideline(s) to do Manual Posting to Financial : Step 1: Go to System >> Database Manager >> Manual Posting to Financial Step 2: a. Choose journal entries type (Sales / Purchase), sales module b. Select date, method of posting “by transaction” then click “Refresh” c. Tick the transaction d. Click “ExportR..
Below are guideline(s) to do check Closing Stock Amount (Product Sales Report) : Go to Report >> expand “Sales” >> click “Product Sales Rep..