Master

Step 1: Click on the "Transactions" button after entering into the business

Step 2: Click on "Items" button under Master Module & further click on "+ New Items" button to add details of a new Item Master.

Step 3: Enter Item Details and click on "Save" button.

• Item Name
• Item/Sku Code
• Batch Number (Optional)
• Bar Code (Optional)
• Expiry Date (Optional)
• Item Type
• Item Description (Optional)
• Item Type (Goods / Service)
• HSN/SAC (HSN is an 8 digit code assigned to goods and SAC is a code assigned to services)
• UOM (Unit of measurements) (Optional)
• Purchase Price (₹)(Optional)
• Sale Price (₹) (Optional)
• MRP (Optional)
• Discount %/(₹)(Optional)
• Tax Rate (IGST or CGST/SGST)
• Cess (%) / Per-Item / On Value
• Opening Balance (Optional)
• Quantity (Optional)
• Effective Date (Optional)

Step 1: Click on the "Transactions" button after entering into the business

Step 2: Click on "Items" button under Master Module & further click on "Import Items" button to import Item Master.

Step 3: Download the excel template of item master by clicking on "Download a file" button. Prepare the details of item master in the excel template downloaded.

Step 4: After preparing the excel template, go to "Import Items" module & Click on "Choose Files" button to select the excel template & click on "Submit" button to upload the item master.

Step 1 : Click on the "Transactions" button after entering into the business

Step 2: Click on "Items" button under Master Module & item master listing page will open.

Step 3: Click on "Deactivate" button against the item which you want to deactivate & click on "Ok" and item will be deactivated.

Further to activate any deactivated item, go to deactivated item section in item master module and click on "Activate" button

Step 1: Click on the "Transactions" button after entering into the business

Step 2: Click on "Clients" button under Master Module & further click on "+ New Customer or Vendor" button to add details of a new Client Master.

Step 3: Enter Client details & click on save button

• Customer or Vendor Name
• GSTIN (Click on Verify button to verify GST Number & Auto-populate all details from GSTN Portal)
• Nick Name (Optional)
• Country
• State
• Contact Person (Optional)
• Mobile (Optional)
• PAN (Optional)
• TAN (Optional)
• Address 1
• Pin code (Optional)
• City (Optional)
• Address 2 (Optional)
• CIN (Optional)
• UID/Aadhar (Optional)
• TCS (Optional)
• Legal Name
• Transaction Type: Regular/Deemed Export/SEZ Supplies with payment/SEZ Supplies without payment/Intra State supplies attracting IGST
• Mapped Items (Optional)
• More Address: Billing/Shipping/Warehouse Address can be updated

Step 1: Click on the "Transactions" button after entering into the business

Step 2: Click on "Clients" button under Master Module & further click on "Import Customer or Vendors" button to import Client Master.

Step 3: Download the excel template of Client master by clicking on "Download a file" button. Prepare the details of Client master in the excel template downloaded.

Step 4: After preparing the excel template, go to "Import Customer or Vendor" module & Click on "Choose Files" button to select the excel template & click on "Submit" button to upload the client master.

Step 1: Click on the "transactions" button after entering into the business

Step 2: Click on "Clients" button under Master Module & Client master listing page will open.

Step 3: Click on "Deactivate" button against the client which you want to deactivate & click on "Ok" and client will be deactivated.

Further to activate any deactivated client, go to deactivated client section in client master module and click on "Activate" button