Master

Where Master's models are used while adding new organization and some model contains messages from the company

(Click on Master )

Addition And Deduction

Company are required to report all of their gross income

One of the most complex parts of paying your employees is properly deducting money from employees' pay. The best approach an employer can take is to understand the three basic categories of deductions that are made from employees' pay and how to properly make them.

Ex:-PF,HRA,ESIC,TDS,Insurance..

See in Human Resource → Employee list → Double Click employee → Click on Offers letter Tab(Show Right side) → Double click record →2nd Tab Addition And Deduction

Steps to Addition And Deduction records

1. In Addition And Deduction module click on   icon
2. In the Create Addition And Deduction,fill the details
3. Click Save




4. Edit And Delete Option

AMC Feature

Bank

Add information about the bank

Steps to export your data

1. Click  Bank
2. Add Company in Company Details
3. Fill the Details
4. Click Save

Company	Description
Primary	Present Company is your primary company and Fill the bank details in Primary Company
Other Company Name(Ex:-Dial N Search)	Enter bank details of another company

Branch

Add information about the branch

Steps to branch

1. Click  Branch
2. Branch Manager → This list is shown Employee List (1st Add Employee)  Go to Human Resource → New Employee →Fill all details → save → click on Employee list
3. Select Compnay in same as Above bank
4. Tax Applicable :- If there is a branch for your company too, then you want to bill those barnaches, only then click Tax Applicable.
5. Fill all details
6. click  Save

Category

If the product has a category, then we have to show the category name in this module.

Ex:-TV, Computer (Electronic category)

This category is used when adding a product.Go to Master → Product → Add Product

Steps to Category

1. Click  Category
2. Click   icon
3. Write Category Name
4. Choose Background Color And Text Color
5. Click  Save
6. If you want to Edit and Delete record then click on Edit and Delete button

Company Details

Add the present Company Name and own different company name

Steps to Company Details

1. Click  Company Details
2. Fill all details
3. click  Save

Common SMTP Settings

Comman Email of the company

Ex :-For the employee,Send mail to another company,etc...

Steps to Common SMTP Settings

1. Click  Common SMTP Settings
2. Security Type
   • SSL :- Secure Sockets Layer (SSL) is a networking protocol designed for securing connections between web clients and web servers over an insecure network, such as the internet.
   • TLS :- Transport Layer Security. Transport Layer Security (TLS), and its now-deprecated predecessor, Secure Sockets Layer (SSL), are cryptographic protocols designed to provide communications security over a computer network.
   • None :- No security
   • Required Authentication  yes
   • Show IMAP Details  yes
3. click  Save

Custom Information

If you want to add some other information, then you can use it EX: - You have to add a column, make many templates.

Steps to Custom Information

1. Click  Custom Information
2. Module Name Select the name of the Module for which it is made
3. Information Name
4. Sork order   Ex 1,2,3
5. Show header If you want header then click the option
6. Is Customised If you want particular user then click the option
7. click  Save

Data Source

This Module is used here to know through which customer has received your information.

This option is in the New Organazation Go to New Organazation → select the data source option

Steps to Data Source

1. Click  Data Source
2. Fill all details
3. click  Save

Department

Which employee works in the department, so the module is used here

This option is in the New Employee Go to Human Resource → click on New Employee → select the Department option

Steps to Data Source

1. Click  Department
2. Fill the Department Name
3. click  Save

Description

Full Description in model Ex...Quotation,Invoice,sales order

Steps to Description

1. Click  Description
2. Look at the screenshot and fill all the details
3. click  Save

Details of how to use the option are given

Email Campaign

It is use done here to give any kind of bulk message

Bulk email is email that is sent to large groups at once. It is typically comprised of advertising or marketing messages that are sent in large quantities all at once, as mass email.

Steps to Data Source

1. Click  Email Campaign
2. Click on NEW Button In left side
3. Write Subject name
4. Show to everyone  If you want show everyone then Click this option
5. Write the Description
6. click  Save

Fault Category

If there is any type of weed in the product, then the name of the category of the same product is written here.

Steps to Fault Category

1. Click  Fault Category
2. Enter the Fault Category Name
3. click  Save

Holiday List

Which holidays are given in the company? Their list is that.

Steps to Holiday List

1. Click  Holiday List
2. Fill the details
3. click  Save

Industry

What industry is in this Organization

Steps to Industry

1. Click  Industry
2. Fill the details
3. click  Save

Inventory Location

It is same about Branch

Steps to Inventory Location

1. Click  Inventory Location
2. Fill the details
3. click  Save

Leave Type

How many holidays has the employee had in a year and for what reason?

See in Human Resource → Employee list → Double Click employee → Click on Offer letter Tab(Show Right side) → Double click record →3rd Tab Allow to Leave

Steps to Leave Type

1. Click  Leave Type
2. Fill the details
3. click  Save

Manufacture

What is the product Manufacture

Ex:-oppo,samsung

This manufacture is used when adding a product.Go to Master → Product → Add Product

Steps to Manufacture

1. Click  Manufacture
2. Click   icon
3. Click  Save
4. If you want to Edit and Delete record then click on Edit and Delete button

Manufacture Unit

What is the product Manufacture Unit

Ex:-Nos

This Manufacture Unit is used when adding a product.Go to Master → Product → Add Product

Steps to Manufacture Unit

1. Click  Manufacture Unit
2. Click   icon
3. Click  Save
4. If you want to Edit and Delete record then click on Edit and Delete button

Organization Type

This option is in the New Organazation Go to sale → New Organazation → select the Organization Type option

Steps to Organization Type

1. Click  Organization Type
2. Click   icon
3. Click  Save
4. If you want to Edit and Delete record then click on Edit and Delete button

Allowance Type

How much did the company Expense for a year

Steps to Allowance Type

1. Click  Allowance Type
2. Fill the Details
3. click  Save

Process Approval

Steps to Process Approval

1. Click  Process Approval
s
2. Fill the Details
3. click  Save

Project Status

Steps to Project Status

1. Click  Project Status
2. Fill the Details
3. click  Save

Product

1. Add Product
2. Product List

Add Product

• Click on Add product
• Click on Category and select the option
• Click on Manufacturer and select the option
• Purchase Rate Product Actuall Rate
• Selling Margin(%) Sales margin is the amount of profit generated from the sale of a product or service value.
• Selling Rate Selling price
• Product Name  write Product Name
• Selling Unit Selling unit Ex :-Nos,Unit
• GST(%) Product Gst(%) Ex..18,9
• Reorder Level  Ex :-I have a pen in 10 quantities, my pen has a stock of 50 quantities. I want 40 more pens it means reorder level.
• Reorder Qty Reorder Product Qty
• Item Code Product Item Code
• HSN No Product HSN No
• Short Description  About the Product
• Model No Product Model No
• Part Number Product Part Number
• Weight Product Weight
• Weight Unit Weight Unit
• Capacity Product Capacity
• Sort Order List of product in serial wise
• Product Type
1. None  Simple product
2. Required Installtion and Serial No If there is Installtion and Serial No product then select this option
3. Serial No If there is Serial No product then select this option
• Allow Purchaseselect YES option
• Allow Sale select YES option
• Allow Demo select YES option
• Warranty select option
• Warranty From select option
• Click  SAVE button

Product List

Show the Product List

Product Group

If we want to select same products, then we create a group of products

Steps to Product Group

1. Click  Product Group
2. Fill the Details
3. click  Save

Here is the list show while Ex:-Add Quotation product then it show ,Performa Invoice,Tax invioce,PO etc....

Reasons

If an enquiry has been done and she has gone to enquiry Lost, what is her reasoning?Such records are here

Steps to Reason

1. Click  Reason
2. Fill the Details
3. click  Save

Service

If any product has services, then add that service to this Module

Steps to Service

1. Click  Service
2. Fill the Details
3. click  Save

SMTP Settings

It is Simple Mail Transfer Protocol(SMTP), a protocol for sending e-mail messages. Most e-mail systems that send mail over the Internet use SMTP to send messages from one server to another

Add the Gmail Account (Ex :-Quotation, Invoice,Performa Invoice etc...send to gmail account)

Steps to Common SMTP Settings

1. Click  SMTP Settings
2. Security Type
   • SSL :- Secure Sockets Layer (SSL) is a networking protocol designed for securing connections between web clients and web servers over an insecure network, such as the internet.
   • TLS :- Transport Layer Security. Transport Layer Security (TLS), and its now-deprecated predecessor, Secure Sockets Layer (SSL), are cryptographic protocols designed to provide communications security over a computer network.
   • None :- No security
   • Required Authentication  yes
   • Show IMAP Details  yes
3. click  Save

Task Group

Particular days are given to complete a project.

Steps to Task Group

1. Click  Task Group
2. Click on + Button
3. Fill the Details
4. click  Save

Terms And Condition

Any type off details

Steps to Terms And Condition

1. Click  Terms And Condition
2. Click on NEW Button
3. Fill the Details
4. click  Save

Zone

Ex :-East,West,Zone A,Zone B

Steps to Zone

1. Click  Zone
2. Click on + Button
3. Fill the Details
4. click  Save

Enquiry Status

What is the status if an Enquiry is done,what is its status write the description

Steps to Enquiry Status

1. Click  Enquiry Status
2. Click on + Button
3. Fill the Details
4. select the Nature
5. click  Save

Job Work Status

If there is a mistake in your product, then if you give it to repair, then it will be your job work status.

Steps to Job Work Status

1. Click  Job Work Status
2. Click on + Button
3. Fill the Details
4. click  Save

Action Taken

Have an action for the company

Steps to Action Taken

1. Click  Action Taken
2. Click on + Button
3. Fill the Details
4. click  Save

MR For

If you want any product then you want information this product Ex:-Mobile Have any information about your mobile?

If there is information of this type, then this module use should do it

See in Human Resource → New Product Request → Select MR For

Steps to MR For

1. Click  MR For
2. Click on + Button
3. Fill the Details
4. click  Save

Account Type

Example :-

Lability :- An expense refers to money spent by the company, or a cost incurred by the company, in an effort to generate revenue for that company. A company may have both a liability account and an expense account, but each serves a very different purpose.

Asset :- a useful or valuable thing or person.

Equity :- 

Equity is typically referred to as shareholder equity (also known as shareholders' equity) which represents the amount of money that would be returned to a company’s shareholders if all of the assets were liquidated and all of the company's debt was paid off.

Steps to Account type

1. Click  Account type
2. Click on NEW Button
3. select Accout type option
4. click  Save button

Task Stage

If you have a project and their small task is given to someone, then write the name of the task here.

Steps to Task Stage

1. Click  Task Stage
2. Click on + Button
3. Fill the Details
4. click  Save