- Enter item code
- Enter Name
- Enter Category
- Enter Other Option
- Click to save
Customer Setup:
Go to Sales -> Maintenance -> Add and Manage Customer- Click Add Customer
- Enter Customer Name
- Enter Customer Short Name
- Enter Customer address
- Enter other relevant details as required
- Save by clicking button
Supplier Setup:
Go to Purchases -> Maintenance -> Add and Manage Supplier- Click Add Supplier
- Enter Supplier Name
- Enter Supplier Short Name
- Enter Supplier address
- Enter other relevant details as required
- Click to save
Bank Setup:
Go to Banking and General Ledger -> Maintenance-> GL Accounts- Select New Account from the drop down list
- Enter Account Code (e.g 1065)
- Leave Account Code 2 blank
- Enter Account Name (e.g Bank XYZ – XYZ Branch)
- Select appropriate Account Group (e.g Current Assets)
- Click to save
- Enter Bank Account Name (e.g DE Solutions)
- Set Account Type as Saving
- Select the account you created above from the Bank Account GL Code drop down
- Enter Bank Name (e.g Bank XYZ)
- Enter Account Number
- Enter Bank address (if required)
- Save by clicking button