Table of Content
Operation Process Flow Overview
Create Master Data
How to create users
How to create a new company
How to setup for a new currency with exchange rate
How to setup countries
How to setup Entry/Exit Point
How to setup a new bank account
Master Setup
How to create location (need?)
Salesperson/Purchaser
Item Cat
How to setup Unit of Measure
How to create new item by Copy Function
How to create new item by Rapid Start Function
Configuration Package - Filter Function
Chart of account
Accounting Period
Dimension
No. series
Setup (G/L, Sales & Receivable, Purchase & Payable, Inventory, GST Posting)
Posting Group (Customer / Vendor / Inventory / Gen. Bus, Gen. Prod, General, GST Bus, GST Prod)
Payment Method, Shipping Agent, Shipment Method, Payment Terms
Document Config
Operation Process
How to create Purchase Order through Drop Shipment
How to create Group Shipment (Full / Partial Shipment)