Table of contents

1. Finance
1.1. Common Forms
1.1.1. Chart of Accounts
1.1.2. Analytical Accounts
1.1.3. Bank Accounts
How to perform Bank reconciliation
1.1.4. Assets
1.1.5. Customers
How to create a new Contact
How to import customers from excel
Payment Term and Credit Limit
How to set/unset a loyalty customer
Linking a customer to a pricelist
1.1.6. Vendors
How to import vendors from excel
1.2. Journals
1.2.1. Journal Entries
How to cancel a posted journal entry
How to reverse a journal entry
Printing a Journal
1.2.2. Transfer Entries(Bank/Cash)
How to cancel a posted transfer entry
1.2.3. Misc. Receipts
1.2.4. Misc. Payments
1.2.5. Customer Invoices
1.2.6. Customer Credit Notes
1.2.7. Customer Payments
1.2.8. Vendor Bills
1.2.9. Vendor Credit Notes
1.2.10. Vendor Payments
1.3. Inquiries
Journal Items
Entries Analysis
1.4. Periodic
1.4.1. Lock Dates
1.4.2. Recurring Models
1.5. Reporting
1.5.1. Management
1.5.1.1. Invoices
1.5.1.2. Budgets
1.5.1.3. Assets
1.5.2. PDF
1.5.2.1. Journal Audit
1.5.2.2. General Ledger
1.5.2.3. Trial Balance
1.5.2.4. Balance Sheet
1.5.2.5. Profit & Loss
1.5.2.6. Aged Partner Balance
1.5.2.7. Partner Statement
1.5.2.8. Account Statement
1.6. Configuration
1.6.1. Settings
1.6.2. Accounting
1.6.2.1. Currencies
1.6.2.2. Taxes
1.6.2.3. Fiscal Positions
1.6.2.4. Journals
1.6.2.5. Account Model Group
1.6.3. Management
1.6.3.1. Payment Terms
1.6.3.2. Budgetary Positions
1.6.3.3. Asset Types
1.6.3.4. Budgets
1.6.4. Analytic Accounting
1.6.4.1. Analytic Tags
1.6.5. Financial Reports
Account Reports
1.6.6. Payments
1.6.6.1. Payment Acquirers
1.6.6.2. Saved Payment Data
1.6.6.3. Payment Icons
1.6.6.4. Payment Transactions
1.6.6.5. Account Types
2. Inventory
2.1. Common Forms
2.1.1. Documents
2.1.1.1. All Operations
2.1.1.2. Incoming Shipments
2.1.1.3. Outgoing Shipment
2.1.1.4. Transfer
2.1.2. Masters
2.1.2.1. Products
Setting up product sales price
2.1.2.2. Product Variants
2.1.2.3. Lots/Serial Numbers
2.1.2.4. Product Barcodes
2.1.2.5. Serialized Products
2.1.3. Product Categorization
2.1.3.1. Linked Product Category
2.1.3.2. Product Department
2.1.3.3. Product Division
2.1.3.4. Product Category
2.1.3.5. Product Subcategory
2.1.3.6. Product Ordering Group
2.1.3.7. Product Counting Group
2.1.3.8. Product Brand
2.2. Journals
2.2.1. Intercompany Transfer
2.2.2. Internal Transfer
2.2.3. Reverse Transfer
2.2.4. Stock Counting
2.2.5. Stock Adjustment
2.2.6. Cost Adjustment
2.2.7. Stock Reorder Journal
2.2.8. Scrap
2.3. Inquiries
2.3.1. Stock Onhand
2.3.2. Stock Movement
2.3.3. Reordering Rules
2.3.4. Traceability
2.3.4.1. Stock Moves
2.3.4.2. Product Moves
2.3.4.3. Stock In Transit
2.4. Periodic
2.4.1. Run Scheduler
2.4.2. Stock Reordering
2.4.3. Product Set Active/Inactive
2.4.4. Update Product Vendor
2.5. Reporting
2.5.1. Cost Greater Sales Report
2.5.2. Bom Report
2.5.3. Stock Aging
2.5.4. Barcode Exceptions
2.5.5. Stock Movement Summary
2.6. Configuration
2.6.1. Settings
2.6.2. Warehouse Management
2.6.2.1. Warehouses
2.6.2.2. Locations
2.6.2.3. Routes
2.6.2.4. Operations Types
2.6.2.5. Incoterms
2.6.2.6. Misc. Charges
2.6.3. Products
2.6.3.1. Product Groups
2.6.3.2. Attributes
2.6.3.3. Attribute Values
2.6.3.4. Barcode Nomenclatures
2.6.4. Units of Measures
2.6.4.1. UoM Categories
2.6.4.2. UoM
2.6.5. Delivery
2.6.5.1. Delivery Methods
2.6.6. Inter Company
2.6.6.1. Configuration
3. Purchase
3.1. Common Forms
3.1.1. Documents
3.1.1.1. Requests for Quotation
3.1.1.2. Purchase Orders
3.1.1.3. Purchase Returns
3.1.2. Masters
3.1.2.1. Vendors
3.1.2.2. Vendor Pricelists
3.1.2.3. Products
3.1.2.4. Product Variants
3.2. Journals
3.2.1. Vendor Bills
3.2.2. Vendor Credit Notes
3.2.3. Purchase Receipts
3.2.4. Payments
3.3. Inquiries
3.3.1. Incoming Products
3.3.2. Stock Onhand
3.4. Reporting
3.4.1. Purchase Analysis
3.4.2. Purchase History Report
3.5. Configuration
3.5.1. Settings
3.5.2. Products
3.5.2.1. Product Categories
3.5.2.2. Units of Measure
3.5.2.3. Unit of Measure Categories
4. Sales
4.1. Common Forms
4.1.1. Documents
4.1.1.1. All Quotations
4.1.1.2. All Orders
4.1.2. Masters
4.1.2.1. Customers
4.1.2.2. Products
4.1.2.3. Product Variants
4.1.2.4. Forecast Versions
4.2. Journals
4.2.1. Customer Invoices
4.2.2. Customer Credit Notes
4.2.3. Sales Receipts
4.2.4. Price Journal
4.2.5. Payments
4.3. Inquiries
4.3.1. Stock Onhand
4.4. Periodic
4.4.1. Orders to Invoice
4.4.2. Orders to Upsell
4.4.3. Order Delivery Date and Time
4.5. Reporting
4.5.1. Sales
4.5.2. Sales Channels
4.5.3. All Channels Sales Orders
4.5.4. Sales Analysis
4.5.5. Sales & Cost Analysis
4.5.6. Sales Report Supplier
4.5.7. Sales Performance Report
4.5.8. Sales Report (Top N)
4.5.9. Sales Order Status
4.6. Configuration
4.6.1. Settings
4.6.2. Sales Order Types
4.6.3. Sales Channels
4.6.4. Pricelists
4.6.5. Sales Orders
4.6.5.1. Report Layout Categories
4.6.5.2. Delivery Methods
4.6.6. Products
4.6.6.1. Attributes
4.6.6.2. Attribute Values
4.6.6.3. Units of Measure
4.6.6.4. Unit of Measure Categories
4.6.6.5. Product Price Matrix
4.6.6.6. Delivery Date and Time
4.6.6.7. Business Calender
4.6.6.8. Sale Price Flag
5. Manufacturing
5.1. Common Forms
5.1.1. Manufacturing Orders
5.1.2. Unbuild Orders
5.1.3. Scrap Orders
5.1.4. Forecast Versions
5.2. Master Data
5.2.1. Products
5.2.2. Bills of Materials
5.3. Reporting
5.3.1. Traceability : Lots
5.3.2. Manufacturing Orders
5.4. Configuration
5.4.1. Settings
5.4.2. Resources
5.4.2.1. Working Time
5.4.2.2. Resource Leaves
6. CRM
6.1. Pipeline
6.1.1. Leads
6.1.2. Pipeline
6.1.3. Quotations
6.2. Customers
6.3. Reporting
6.3.1. Leads
6.3.2. Pipeline
6.3.3. Activities
6.3.4. Sales Channels
6.4. Configuration
6.4.1. Settings
6.4.2. Sales Channels
6.4.3. Activity Types
6.4.4. Leads & Opportunities
6.4.4.1. Stages
6.4.4.2. Lead Tags
6.4.4.3. Lost Reasons
7. Retail
7.1. Common Forms
7.1.1. Customers
7.1.2. Pets
7.1.3. Products
7.1.4. Staff
7.1.5. Promotional Voucher
7.1.6. Retail Periodic Discount
7.1.7. Loyalty Scheme
7.1.8. Stores
7.2. Journals
7.2.1. Loyalty Journals
7.2.2. Reconciliation Journal
7.3. Inquirie
7.3.1. POS Transactions
7.3.2. Pos Transaction Sales Lines
7.3.3. POS Delivery Order
7.3.4. POS Statement
7.3.5. Gift Voucher
7.3.6. Credit Voucher
7.3.7. Coupon Transaction
7.3.8. Distribution Schedule Store Replicate
7.3.9. Loyalty Transaction
7.3.10. Stock Onhand
7.4. Reports
7.4.1. Sale Return Report
7.4.2. Sale Discount Report
7.4.3. Transactions Sales Report
7.4.4. Delivery Orders by Staff
7.4.5. Payment Tender Report
7.4.6. Price Override Report
7.4.7. Negative Margin Report
7.4.8. POS Sales Analysis (Unposted)
7.4.9. Sales Analysis (Posted)
7.4.10. Sales Store Report
7.4.11. Loyalty Point Report
7.5. Periodic
7.5.1. Promotional Voucher Wizard
7.5.2. Distribution Schedular Wizard
7.5.3. Export POS Data
7.6. Configuration
7.6.1. Settings
7.6.2. Pos Terminal
7.6.3. Pos Operation
7.6.4. Pos Layouts
Pos Button Grids
7.6.5. Tender Setup
7.6.6. List of Values
7.6.7. List of Income Expenses
7.6.8. Functionality Profiles
7.6.9. Hardware Profiles
7.6.10. XtraInfo Setup
7.6.11. Pos Sql Script
7.6.12. Distribution Job
7.6.13. Retail Mix And Match Line Group Setup
7.6.14. Pos Scale
7.6.15. Pet Breed
7.6.16. Pet Type
8. Device Repair
8.1. Common Forms
8.1.1. Documents
8.1.1.1. Device Repair
8.1.2. Masters
8.1.2.1. Customers
8.1.2.2. Repair Service Products
8.1.2.3. Consumable Products
8.2. Configuration
8.2.1. Stages
8.2.2. Settings
8.2.3. Device Type
8.2.4. Tags