Overview
Pending payments
Pending transactions are transactions that haven’t been fully processed yet. It means that the payment process still needs to be completed.
| Payment type | Displays the payment mode of transaction. (Cash, bank, Credit or Cheque, etc.) |
| Journal type | Displays the type of Journal like Sales, sales return, purchase, purchase return, or general, etc. |
| Organization | Name of the organization is displayed |
| Stage name | Current stage is displayed |
| Contact name | Contact person name of the organization |
| Branch | Branch name of the organization is displayed (A company can have multiple branches in various locations) |
| Advance amount | Advance amount paid for the order is displayed. (Advance payment is a type of payment made ahead of its normal schedule such as paying for a good or service before you actually receive it.) |
| LoB | The (LoB) Line of Business segment is displayed |
Ledger Report
The Ledger Report shows you the details of every transaction going in and out of your accounts on an accrual basis. These transactions are generated whenever you issue Invoices, track Expenses and accept Payments.
| Ledger group | Ledger group name of the payment account |
| Ledger name | Name of the ledger account |
| Opening balance | Opening balance amount of the ledger. The debit or credit balance of a ledger account brought forward from the old accounting period to the new accounting period is called opening balance. |
| Closing balance | Displays the closing balance amount of the ledger. The debit or credit balance of a ledger account in the Chart of Accounts at the end of an accounting period or year-end is called closing balance. This closing balance becomes the opening balance for the next accounting period. |
| OB date | Date of the Opening Balance(OB) is displayed |
Details
This section contains the details of the Organization
| Field name | Description |
| Org name | Name of the Organization is displayed |
| Spoc name | Sales person name (Single point of contact) |
| CIN | Displays the CIN code of the company. (CIN is the Corporate Identification number allotted to all registered companies under the (ROC) Registrar of companies) |
| PAN no. | PAN number of the organization. |
Manual Rules
A manual price override is a feature of a business management system which allows an authorized person to change the automated price of a product or service, in order to apply a discount.
Click on CREATE to Override payment and price code manually
Manual Payment and Price code
| Field name | Description |
| LoB | Select the LoB of the company. |
| Manual payment term over ride | Company offers a feature to offer discounts or offers when payment is made in term period to specific customers. |
| Manual Price code Over ride | Company offers a feature to offer discounts on orders (tag wise) to specific customers. |
Click on save to SAVE the details
Organization group
Business groups are an organizational model in which collections of legally independent firms bounded together with formal and informal ties use collaborative arrangements to enhance their collective welfare.
| Organization group | |
| Org group name | Displays the name of the organization group it belongs to. |
| CIN (Corporate Identification number) | CIN code of the company is displayed. (CIN is the Corporate Identification number allotted to all registered companies under the (ROC) Registrar of companies) |
User can edit or Change Organization group by clicking on the EDIT option and enter the details required.
Organization Group Change
| Group | Select name of the group from the list |
| Stage | Select current stage of the organization group from the list |
| CIN (Corporate Identification number) | Enter the CIN code of the Organization (CIN is the Corporate Identification number allotted to all registered companies under the (ROC) Registrar of companies) |
Click on SAVE to save the details of Organization Group change
| Sales Manager | This section contains the details of the sales manager, contact details of sales executive and address |
| Tags | This section consists of the details of type of business, tags for the dealer.
Click on CREATE (+) and select LoB tags by clicking the check-boxes accordingly |
| Followers
|
The followers are those who follow what the leader in its sector does. A sales manager or an owner have the access to get details of the customers data. Adding the account managers to the followers will give an access in LoB. |
| Click on CREATE (+) and select from the list to add followers to the manager. | |
| Documents | Files or documents of the customers can be stored. Click on Add (+) to upload files from the local storage. |
CONTACTS
This section contains the address details and contact details of the customer.
Contact Point
It is the section which contains owners details of the customer.
User can click on EDIT option and add contact name, number, branch and designation of the customer.
Click on CREATE(+) to add contact details of the customer and enter the details required.
| Field name | Description |
| Contact name | Enter contact name of the customer |
| Contact number | Enter customer contact number |
| Designation | Enter customer designation in their company |
| Enter mail id of the customer | |
| Branch | Select the branch of the customer from the drop-down list. |
Click on SAVE and the contact details are added.
PHONE
This section contains the contact phone details of the contact person added.
Click on CREATE to add Phone number and type of phone number.
| Field name | Description |
| Number type | Select type of phone number from the list. (Work, Home, Personal or Others) |
| Phone type | Select type of of phone from the list, whether It is a mobile or Landline |
| Number | Enter the mobile number |
Click on SAVE and the phone details are added.
Email ID
This section consists of Email details of the Organization
Click on CREATE to add the Email ID of the customer and type of Email (work or Personal).
| Field name | Description |
| Email type | Select Email type from the list as Work or Personal |
| Enter the email address |
Click on SAVE and the Email details are added.
URL
This section contains URL link details of the Organization. URL stands for Uniform Resource Locator. A URL is nothing more than the address of a given unique resource on the Web.
Click on CREATE(+) to add the URL and type of URL
| Field name | Description |
| URL type | Select type of URL from the list |
| URL | Enter URL link details |
Click on SAVE and the URL details are added.
Address
This section contains the address details of the Organization
Click on CREATE to add address details and enter the details required.
Create Address
| Field name | Description |
| Address name | Enter a quick identification name for the address |
| Pin code | Enter pin code of the address. |
| Address line 1 | Enter details of the address line 1 |
| Address line 2 | Enter details of the address line 2 |
| City | Select the city name from the list |
| Landmark | Enter any landmark location of the address for quickly identification |
| GSTIN no. | Select the GSTIN number of the customer’s organization |
| Is cash customer? | Click on the toggle if user is a cash customer. A cash customer is one who pays the amount via cash mode. (Toggle turns to Green in color when selected) |
| Capture GPS coordinates | Click on the toggle to allow the capture of GPS coordinates. |
Click on SAVE and the address details are added.
GSTIN Details
Business entities need to register under GST and obtain a unique 15-digit Goods and Services Tax Identification Number (GSTIN).
This section contains the GSTIN details of the Organization.
Click on CREATE (+) to add GST details and enter the details required.
Create GSTIN
| Field name | Description |
| GSTIN no. | Enter the GSTIN number of the company |
| GST valid from date | Select the validity starting date from the calendar |
| GST valid to date | Select the expiry date of GST from the calendar |
Click on SAVE and the GST details are added.
| Activity | |
| Comments | User can write short notes or comments about the organization |
| Audit | |
| Created Date | Date when the EB is created |
| Created By | Name of the person who created the order |
| Last Updated Date | Last stage changed of the order |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the EBs |
| Time-Line | This widget tracks all the activities within the app. |