How to Get Started

Direct Page Link:

1. Configurations

• Company Configuration

• Cash Book Configuration

• Location Configuration

• Branch Maintenance

• GST Configuration

• Creating users and passwords

• Adding Chart of Account

• Configure Inventory Category

• Setting Up Financial Year and Financial Period

• Configure Permissions

• Credit Card Maintenance (Merchant / Card Payment Config)

• Recommended EMP Configurations

• Logo Configuration

• Printable Configuration

2. Data Migration

• Importing Customer Records

• Importing Item Code

• Importing Supplier Accounts

• Importing Opening Stock

3. Opening Balance

     Please follow the steps below in sequence:

• Opening Stock

• Opening Account Receivable

• Opening Account Payable

• Opening Cash book

• General Ledger / Balance Sheet

Before you continue to the step below, please read the following “Best Practices before setting GL Opening Balance”

4. Label/Barcode Printing

• Bartender Label/Barcode printing instructions

• QLabel Software Label/Barcode Printing Instructions

5. Stock Take Using Mobile Device

• Mobile POS Stock Take Workflow Diagram

• Import file format

• Stock Count Export

• Setup ODBC connection to excel file

6. Optional Settings

• Configure Tax Settings

• /wiki/spaces/WMS/pages/13042454

• Customer Loyalty Program Configuration

• Configuring Bill of Materials

• System wide settings

• Customizing Invoice Format using Jasper

• How to Set up printer for PDF report printing

7. Add On Modules

• POS – Mini Market (VB) Installation Guide

• POS – General (Java) Installation Guide

8. Trouble Shooting Guide for Server

• System is responding slowly

• Internet Connection Problem

• Cannot Access Server/Software

9. Server Backup

• Server Back Up