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Products







1How to get started by creating a company file?

Click on Company > Create. A window appears as shown below,

This is for creating a new company data base. Here company details such as name, address, email, phone etc can be entered. A super power admin is created while creating company. We can upload logo of the company if any and can set the currency of the company.

How to access PR?


2 How to use Home with Dashboard

3How to Chart of Account Group

Click on Masters > Accounts> Chart of Account Group.A window appears as shown below

This is to create various account groups. Almost all groups for transaction are in-built in this software. These in-built groups cannot be edited or deleted.

4 How to Chart of account ledgers -single

Click on Masters > Accounts > Chart of AccountA window appears as shown below

Access: In order to approve the PO user needs to select the PO and then needs to select the approve button.

This is for creating various account ledgers under each group. A few in-built ledgers are already created, which cannot be edited or deleted

5 How to Multiple account ledgers

Click onMasters > Multiple Account LedgersA window appears as shown below

This is the option for creating multiple account ledgers at a time under a group.

6 How to Vendor/Customer creation

Click on Masters > Vendor / Customer - CustomerA window appears as shown below.This is to create Customer Ledger.



Click on Masters > Vendor / Customer - VendorA window appears as shown below.This is to create Vendor Ledger.

7 How to create Product group

Click on Masters > Products > Product Group A window appears as shown below.This is to create various product groups.



8 How to create Product creation

Click on Maters > Products > Product A window appears as shown below.This helps to store the details of products.

9 How to Multiple Product Creation

Click on Masters > Products > Multiple Product Creation
Awindow appear as shown below. From here, you wll be able to create multiple products in one go which have same product group, unit, tax & tax type.

  • Enter product details and then click on the SAVE button to save the products
  • Click on the CLEAR button if you need to clear the table
  • Click on the CLOSE button if ned to close the window
  • You can remove any product line item by clicking on REMOVE option which has in the bottom


10 How to create Product register

Click on Masters > Products > Product Register

A window appears as shown below,It is the list of entire products in current financial year from where user can do filtration as they wish

  • Select a row from product register window. Corresponding product will show in product creation window
  • Entry to edit or delete can select from register or by selecting product from product name combo.

11 How to Change product tax

Click on Masters > Products > Change product tax. . A window appears as shown below

12 How to create unit

Click on Masters > Products > Unit A window appears as shown below:This is to create various Units.



13 How to create Brand

Click on Masters >Products > Brand. A window appears as shown below:This is to create various Brands.



14 How to create Go-down

Click on Masters > Products > Go-down A window appears as shown below:This is to create various Go-downs



15 How to create rack

Click on Masters > Products > Rack A window appear as shown below

16 How to create rack

Click on Masters > Tax.

This is to create various Taxes. Two types of taxes can be created in this form

  • Applicable for product : Vat@15% is an example of tax applicable for product
  • Applicable for bill : : This is classified into two types, they are Bill amount and Tax amount. . If Bill is selected in the applicable for combo then we can select Bill amount or Tax amount in calculating mode combo. CST and Cess are examples of tax applicable for Bill.


17 How to create New currency

Click on Masters > New Currency



18 How to set Currency exchange rate

Click on Masters > Currency > Exchange Rate



19 How to create Pricing level

Click on Masters > Pricing Level.



20 How to set Price list

Click on Masters > Pricing Level.



21 How to set Standard rate

Click on Masters > Standard Rate.



22 How to set Standard rate

Click on Masters > Counter.



23 How to create Sales

Click on Masters > Sale > Area.



24 How to create Market

Click on Masters > Sale > Market.



25 How to create Route

Click on Masters > Sale > Route.



26 Transaction -> Customer

Sales Invoice


How to create Sales Quotation


Click on Transactions > Customers >Sales Quotation.


Sales order


How to create Sales order


Click on Transactions > Customers >Sales Order


Delivery note


How to add Delivery note


Click on Transactions > Customers > Delivery Note

  • Delivery Note Number automatically generated.
  • Select details such as date, cash/party, pricing level, sales man and currency etc. in corresponding fields.
  • Employee creation -Sales man, click on button near to Sales man box, enter all relevant details related to employee then Click on "Save" button to save.
  • If delivery note is against a sales order select corresponding order
  • For product details, type the product name or code in the column and select from the list or click on product name and press "Ctrl + F" to find the product, then a window appears as shown below.


  • Select products from popup list and press "Enter" button or Double click on the Item. Popup list search with all cases are possible
  • Enter quantity, free quantity, rate in corresponding fields.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row. A window appears as shown below.


  • If a row in delivery note window has this window then cell, except product code, in that row will be read only.
  • Give corresponding details in Go-down and Batch window
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate will come in corresponding row of delivery note window.
  • Click on "Save" button to save


Rejection in


How to add Rejection in


Click on Transactions > Customers > Rejection In.
Add a new Rejection In

  • Rejection in Number automatically generated
  • Select details such as date, cash/party and currency etc. in corresponding fields.
  • Select delivery note number of rejecting products. Corresponding details will display.
  • Only quantity, free quantities are editable.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row
  • If a row in Rejection In window has this window then that row will be read only and only quantity and free quantity in this window are editable.
  • Select delivery note number of rejecting products. Corresponding details will display.
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free quantity, rate will come in corresponding row of Rejection in window.
  • Click on "Save" button to save.


Sales invoice


How to add Rejection in


Click on Transactions > Customers > Sales Invoice. (CTRL + F8)
Add a new Sales Invoice

  • Invoice Number automatically generated
  • Select details such as date, cash/party, sales account, pricing level, sales man and currency etc. and enter customer name in corresponding fields
  • Employee creation -Sales man, click on + button near to Sales man box, A window appears as shown below, enter all relevant details related to employee then Click on button to save.



  • If sales mode is Against Order select order number; or else if sales mode is Against Delivery Note select delivery note number. Corresponding details will display.
  • If tax is applicable select Tax Type.
  • For product details, type the product name or code in the column and select from the list or click on product name and press "Ctrl + F"to find the product, then a window appears as shown below


  • Select products from popup list by clicking "Select" button .Popup list search with all cases are possible
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • A window appears as shown below


Sales Return


How to add Rejection in


Click on Transactions > Customers > Sales Return
Add a new Sales Return

  • Return Number automatically generated.
  • Select details such as date, cash/party, sales account, pricing level, sales man and currency etc. in corresponding fields.
  • If tax is applicable select Tax Type
  • Or else for product details, type the product name or code in the column and select from the list or click on product name and press "Ctrl + F" to find the product
  • Select products from popup list by clicking "Select" button .Popup list search with all cases is possible.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • If a row in sales return window has this window then cells except product code, tax, tax type in that row will be read only
  • Give corresponding details in Go-down and Batch window
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate and discount will
  • Rate, unit, discount% will be unique for a product. So these cells in first row will be editable. For other rows this value will repeat and will be read only
  • Click on "Save" button to save.


Receipt voucher


How to add Receipt voucher


Click on Transactions > Customers > Receipt Voucher. (CTRL + F6)


27 Transaction -> Vendor

Purchase order


How to add Purchase orde


Click on Transactions >Vendors > Purchase Order.


Add a new Purchase Order

  • Order Number automatically generated.
  • Select details such as date, due date, cash/party and currency etc. in corresponding fields.
  • For product details select product code from the list or click on "Search" button.
  • Select products from popup list by clicking "Search" button .Popup list search with all cases is possible
  • Enter quantity, free quantity, rate in corresponding fields.
  • Click on "Save" button to save.

Material receipt


How to add Material receipt


Click on Transactions > Vendors > Material Receipt
Add a new Material receipt

  • Receipt Number automatically generated.
  • Select details such as date, cash/party and currency etc. in corresponding fields
  • If receipt is against a purchase order select corresponding order.
  • For product details select product code from the list or click on "Search" button.
  • Select products from popup list by clicking "Select" button .Popup list search with all cases is possible.
  • Enter quantity, free quantity, rate in corresponding fields.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row
  • If a row in Material Receipt window has this window then cell, except product code, in that row will be read only.
  • Give corresponding details in Go-down and Batch window.
  • Click on "Save" button in popup window to save.


Rejection out


How to add Rejection out


Click on Transactions > Vendors > Rejection Out.
Add a new Rejection Out

  • Rejection out Number automatically generated.
  • Select details such as date, cash/party and currency etc. in corresponding fields.
  • Select Material Receipt number of rejecting products. Corresponding details will display.
  • Only quantity, free quantities are editable.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • If a row in Rejection Out window has this window then that row will be read only and only quantity and free quantity in Go-down and Batch window are editable.
  • Click on"Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate will come in corresponding row of Rejection Out window.
  • Click on "Save" button to save.


Purchase invoice


How to add Purchase invoice


Click on Transactions > Vendors > Purchase Invoice. (CTRL + F9)
Add a new Purchase Invoice

  • Voucher Number automatically generated.
  • Enter vendor invoice number.
  • Select details such as voucher date, invoice date, cash/party, purchase account and currency etc. in corresponding fields.
  • If purchase mode is Against Order select order number; or else if purchase mode is Against Receipt select Material Receipt number, Corresponding details will display
  • If tax is applicable select Tax Type.
  • For product details select product code from the list or click on "Search" button.
  • Select products from popup list by clicking "Select" button .Popup list search with all cases is possible.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row..
  • If a row in purchase invoice window has this window then cells, except product code, tax, tax type, in that row will be read only
  • Give corresponding details in Go-down and Batch window
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate, and discount will come in corresponding row of purchase invoice window.
  • Rate, unit, discount% will be unique for a product. So these cells in first row will be editable. For other rows this value will repeat and will be read only.
  • To give additional cost click on "Additional Cost" button.
  • Give details of additional cost and click on "Save" button.
  • Sum of additional cost amount will display in the additional cost field of purchase invoice window.
  • If Active interest calculation in Settings true and for a ledger under Sundry Creditors or Sundry Debtors group has interest calculation, then we can set interest to it.
  • For this, select corresponding ledger in Cash/Party field of purchase invoice.
  • Click on "Interest" button. A window appears as shown below.
  • Set interest and click on "Save" button.
  • If has bill discount give it in Bill Discount field.
  • Click on "Save" button to save.


Purchase return


How to add Purchase return


Click on Transactions > Vendors > Purchase Return.
Add a new Purchase return

  • Return Number automatically generated.
  • Select details such as date, cash/party, purchase account and currency etc. in corresponding fields
  • If tax is applicable select Tax Type
  • If return is against invoice select invoice number. Corresponding details will display.
  • Or else for product details select product code from the list or click on "Search" button.
  • Select products from popup list by clicking "Select"button .Popup list search with all cases is possible.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • If a row in purchase return window has this window then cells except product code, tax, tax type in that row will be read only.
  • Give corresponding details in Go-down and Batch window.
  • Click on "Save"button in popup window to save.
  • Sum of quantity, sum free qty, rate and discount will come in corresponding row of purchase return window.
  • Rate, unit, discount% will be unique for a product. So these cells in first row will be editable. For other rows this value will repeat and will be read only.
  • Click on "Save"button to save.


Payment Voucher


How to add Payment Voucher


Click on Transactions > Vendors > Payment Voucher. (CTRL + F5)

Add a new Purchase Voucher

  • Voucher number automatically generated.
  • Select date.
  • Select Bank/Cash account.
  • Select Accounts to which pay cash.
  • Enter amount to be paid
  • Select currency.
  • Enter description
  • Click on "Save" button to save

28 How to add Bank Deposit

Click on Transactions > Bank Deposit


Add a new Purchase Order

  • Voucher Number automatically generated.
  • Select details such as date, bank account etc. in corresponding fields, also select whether deposit is going to do
  • Select cash/bank , once you select ledger Account , it appear show Voucher and then once you clieck on it, below window to select voucher and have to select vouchers
  • The amount deposit automatically fill with amount filed with selected vochers
  • Enter cheque no, date for bank account
  • Click on "Save" button to save.

29 How to add Bank Transfer.

Click on Transactions > Bank Transfer. (CTRL + F4)


Add a new Bank Transfer

  • Voucher Number automatically generated.
  • Select details such as date, bank account etc. in corresponding fields, also select whether deposit or withdrawal is going to do
  • Select cash/bank , enter amount in corresponding fields
  • Enter cheque no, date for bank account
  • Click on "Save" button to save.

30 How to add Journal Voucher

Click on Transactions > Journal Voucher. (CTRL + F7)



Add a new Journal Voucher

  • Voucher number automatically generated.
  • Select date.
  • Select Accounts to which pay cash or from which receive cash.
  • Select Dr or Cr.
  • Enter amount.
  • Select currency.
  • Enter description
  • Click on "Save" button to save

31 How to add PDC Payable

Click on Transactions > PDC Payable


Add a new PDC Payable

  • Voucher number automatically generated.
  • Select date.
  • Select account ledger to whom cheque giving
  • Enter amount to be paid.
  • Select bank account.
  • Enter cheque number.
  • Enter cheque date
  • Enter description.
  • Click on "Save" button to save.

32 How to add PDC Receivable

Click on Transactions > PDC Receivable


Add a new PDC Receivable

  • Voucher number automatically generated.
  • Select date.
  • Select account ledger to whom cheque receiving
  • Enter amount
  • Select bank account.
  • Enter cheque number.
  • Enter cheque date
  • Enter description.
  • Click on "Save" button to save.

33 How to add PDC Clearance

Click on Transactions > PDC Clearance


Edit PDC Clearance

  • Select Payable to see PDC Payable and select Receivable to see PDC Receivable.
  • Enter from date and to date.
  • Select status if any filtration needed.
  • Edit status that you want to change.
  • Click on "Save" button to save.

34 How to add Bank Reconciliation.

Click on Transactions > Bank Reconciliation.


35 How to add Purchase Invoice (Accounts Only).

Click on Transactions > Purchase Invoice (Accounts Only).


Add a new Purchase Invoice

  • Voucher Number automatically generated.
  • Select Voucher & Invoice date
  • Add credit period if available
  • Select the cash or Party
  • Select the relevant account ledger or ledgers and enter amount.
  • Click on "Save" button to save.

36 How to add Sales Invoice (Accounts Only).

Click on Transactions > Sales Invoice (Accounts Only).


Add a new Sales Invoice (Accounts Only).

  • Voucher Number automatically generated.
  • Select Voucher date
  • Add credit period if available
  • Select the cash or Party
  • Select the relevant account ledger or ledgers and enter amount.
  • Click on "Save" button to save.

37 How to add Petty Sale

Click on Transactions > Petty Sale


Add a new Petty Sale

  • Invoice number automaticallu generated
  • Current system date automatically loaded
  • Enter prodect name and then product code automatically loaded
  • Go Details and enter quantitiy of sales and other details
  • It can be highlighted a narration in given box
  • Grand total automatically calculated
  • Once it fill all the details it should click on “ post this sales “ option to pass the relevant entries

38 How to add Manufacturing Journal

Click on Transactions > Manufacturing Journal


Add a new Manufacturing Journal

  • Voucher Number automatically generated.
  • Select date
  • Select finished good, go-down to which finished product is going to add, its Batch, MFD, EXPD etc.
  • The row materials of selected finished product is displayed
  • It can be highlighted a narration in given box
  • Click on "Details"for giving batch, Go-down details of raw material for Batch or Go-down enabled products
  • Give corresponding details in Go-down and Batch window.
  • Click on "Save" button to save.

39 How to add Service Voucher

Click on Transactions > Service Voucher


Add a new Service Voucher

  • Voucher Number automatically generated.
  • Select date
  • Select Cash/Party account.
  • Select Service Account, Sales Man
  • Select Service from Particulars, Enter quantity & amount etc.
  • Select currency.
  • Enter description
  • Click on "Save" button to save.

40 Stocks

physical Stock.


How to add physical Stock.


Click on Transactions > Stock > physical Stock.
Add a new Physical Stock

  • Voucher Number automatically generated.
  • Select date
  • For product details select product code from the list or click on product name and press (Ctrl + F) to find the product
  • Select products from popup list by clicking "Select" button .Popup list search with all cases is possible.
  • Enter quantity, free quantity, rate in corresponding fields.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • If a row in physical stock window has this button then cell, except product code in that row, will be read only.
  • Give corresponding details in Go-down and Batch window
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate will come in corresponding row of physical stock window.
  • Click on "Save" button to save.
  • So current stock of selected products changed to the new quaintly that you entered through window


Damage Stock


How to add damage Stock


Click on Transactions > Stock > damage Stock
Add a new damage Stock.

  • Voucher Number automatically generated.
  • Select date
  • For product details select product code from the list or click on on "Search" button.
  • Select products from popup list by clicking "Select" button .Popup list search with all cases is possible.
  • Enter quantity, free quantity, rate in corresponding fields.
  • If selected product in a row has Batch or if company has Go-down then for entering corresponding details click "Details" button in that row.
  • If a row in damage stock window has this button then cell except product code in that row will be read only.
  • Give corresponding details in Go-down and Batch window
  • Click on "Save" button in popup window to save.
  • Sum of quantity, sum free qty, rate will come in corresponding row of physical stock window.
  • Click on "Save" button to save.
  • So current stock of selected products changed to the new quaintly that you entered through window


Go-down transfer.


How to add Go-down transfer.


Click on Transactions > Stock >Go-down to Go-down transfer
Add a new Go-down transfer

  • Voucher Number automatically generated.
  • Select details such as date, Go-down from which stock is transferring, Go-down to which stock is going to transfer etc
  • Select products , qty etc
  • Enter other details such as LR no, Transport company etc
  • Click on "Save" button to save.


Branch to branch transfer


How to add Branch to branch transfer


Click on Transactions > Stock > Branch to branch transfer
Add a new Branch to branch transfer

  • Voucher Number automatically generated.
  • Select details such as date, transferring branch, receiving branch etc.
  • Select products, qty etc., Go-downs of transferring branch etc.
  • Enter other details such as LR no, Transport company etc
  • Click on "Save" button to save.

41 Financial statements

Profit & Loss.



How to add Profit & Loss.


Click on Financial Statements > Profit & Loss

Balance Sheet.


How to add Balance Sheet.


Click on Financial Statements > Balance Sheet.

Trial Balance.


How to add Trial Balance.


Click on Financial Statements > Trial Balance.

Cash Flow.


How to add Cash Flow.


Click on Financial Statements > Cash Flow.

42 Settings

Change current date



How to Change current date


Click on Settings > Change Current Date. (ALT + F2 )

Financial year settings



New financial year


Click on Settings > Financial Year > New.
This is for adding new financial year. A new financial year can be saved only if all active financial years are closed. After entering new financial year click on "Save"

Edit financial year


Click on Settings > Financial Year > Edit.
This is for changing period of existing financial year. Only period of active financial year can be changed here. After entering the period click on "Save" to save the changes

Change financial year


Click on Settings > Financial Year > Change
This is for changing current working financial year. Here all financial years of company are listed from where user can select one. After selecting a financial year current financial year will be changed to this year

Close financial year


Click on Settings > Financial Year > Close.
This is for closing active financial year. Transactions cannot be done in a closed financial year but user can open a closed financial year if they want to do so. Confirmation is asked before closing a financial year