Quick Installation

Insert CD and = wait for=20 installation menu to pop up (if it doesn=92t come, open CD via explorer = and click=20 on softbiz installation = icon)

Follow = instructions (for=20 multi user versions first install MSDE for the setup, then install = Inventory Biz=20 setup)

Note = : do not install = MSDE if MS=20 SQL is already installed in your system, make sure the service manage is = on=20 START mode.

Register = Application=20 =96 To register = your product=20 (to give the application code for registration =96 in return you will = receive your=20 Registration Number. = Your=20 application may not run or get blocked if the product is not = registered. When uninstalling the product = please=20 UNREGISTER the product and surrender the unregistered code to=20 DCSINFOWAY.

Open read me file = for more=20 detailed instructions regarding installation = procedure.

Short Cut=20 keys

F2=20 =96 Editing; F3 - for creating a new item, ledger, etc. from any window, = F4 to=20 edit from current selection window, F8 to refresh screen ledger, F12 - = to swap=20 e.g. view customer or supplier, F5 > save, details of short cuts will = be=20 shown in the bottom of each window. =20 CTRL-S to open sales window, CTRL-P to open = purchase=20 window. CTRL-E to open Edit = window. More short cut keys are shown = in the=20 drop down menu or in the help file.

Quick Start up

Step=20 1

Enter user name = and=20 password (default is admin / admin)

Select Default = Company=20 (demo company) and click OK, Inventory Biz menu will be=20 seen.

Step=20 2

In=20 Settings menu you can create a new company and configure the logged in=20 company. A default = company is given=20 for practice and demo.

Application = Settings -=20 Enable Edit sales rate, Enable Tax if tax fields to be shown and=20 calculated.

Step=20 3

Masters

To create = category (e.g.=20 TV, Printers, etc) it can be created during item creation by using the = short cut=20 key F3

Click on item and = try=20 entering an item

(To enter stock = items or=20 products, which we deal. Enter the item = name,=20 choose the category it belongs or choose <none>, choose the=20 Manufacturer or type the new name (Manufacturer) where the cursor = is.=20 Unit =96 to enter unit of measure, Prate =96 purchase rate, Srate =96 Sale Rate, MRP =96 maximum retail price = (can enter=20 percentage where ever required), GST =96 general sales tax of the = product, CST =96=20 central sales tax of the product, Purch. Tax = =96=20 Purchase tax of the product. Default or Local =96 Local to be chosen = only if the=20 item is going to be created as a temporary item, Opn=20 Stock =96 opening stock of the item if any, Value =96 will enter = calculated if the=20 purchase rate is entered, Rack =96 where the item If stocked or placed, = ROL =96=20 reorder level, Description =96 to give any additional description of the = item.=20 Item Classification & language will be shown if it is enabled in the = application settings.)

Ledger =96 To create = ledgers as=20 required (e.g. To create a ledger, enter the Ledger name as required and = choose=20 A/C = = group)

Customer =96 To create = sundry=20 Debtors or our customer directly

Supplier =96 To create = sundry=20 Creditors or supplier directly

Employee =96 To enter = the details of=20 the employees, - can create a ledger for the employee if required if the = check=20 box is = clicked=20

Account=20 Group =96=20 to create account group (e.g. To create = CAPITAL=20 account group choose Long Term Liability)

Step=20 4

Transactions:

Entering a Sales Vouchers = -=20 To enter = sale bill,=20 invoice no is automatic or can be started from a particular Number as = required=20 (will ask for starting invoice number at the start of the first sales = entry).=20 MOP =96 mode of payment choose between cash or credit, Tax Mode =96 if = taxable=20 choose mode of tax or enter none, Press F12 to choose between customers = or=20 suppliers, click on any alphabet or key to choose item code =96 from pop = window=20 choose the item, serial no of the product can be chosen from the next = pop window=20 if its enabled in the application settings or else the item description = will be=20 shown, enter Quantity. =96 MRP and Sale Rate will automatically come, if = its necessary to exit the same when choosing the = Item press=20 F4 and edit the sale Rate or other details if necessary. After updating = of any=20 item please press Refresh as a general procedure.

Settings=20 can be changed by pressing the Settings Button in the sales window =96 = can,=20 Advanced =96 to enter the order and dispatch details, press F5 to save = the Bill /=20 Invoice. Discounts or = other=20 expenses can be entered in the Bill if necessary in the given=20 columns.

Printer=20 settings or Invoice settings

Choose=20 the invoice scheme from the sales window to choose appropriate invoice = scheme=20 (Fast to choose DOS mode printing via DMP printers and Windows to set = invoice=20 print layouts A4 size =96 for inkjet and laser prints). Click on the dots in the right = side of=20 the invoice scheme to edit or modify the print settings. Press F1 for = more help=20 if required from the modification window.

Sales=20 return

To=20 be entered if any Items are returned, sales Return can also be entered = in the=20 sales voucher by putting a =93-=93 (minus sign) in front of the quantity = returned.

Purchase

To enter=20 the Purchase, invoice number can be changed, choose Tax structure if Tax = is=20 included in purchase or if there Is no Tax. = Enter the=20 purchase Bill (sale bill) in the purchase window. Note if tax is not calculated = properly=20 for an item it will be because tax inclusive is selected in the item = master or=20 if purchase tax is not give correctly press F4 to edit the item from the = item=20 window.

Step=20 5

Analysis,=20 Accounts and Reports

Click on=20 appropriate menu and see the preview, detail preview of accounts and = reports are=20 given accordingly to analize the sales, = purchase,=20 stock and finical position of the company.

Step=20 6

User=20 admin

User=20 groups &nbs= p; =20 =96 To create user groups, can set the user permissions to add, = delete,=20 edit or cancel vouchers and also restrict viewing of reports and other=20 menus.

New=20 user &nbs= p; =20 - To create a new user

Change=20 password - To = change the=20 current passwords for login.

Activity=20 Monitor =20 - To check the activities that have happened after the login to = the=20 software.

Log=20 out &nbs= p; = ; =20 - To log out from the software

Exit &nbs= p; = ; =20 - To exit from the software

Tools

Clear=20 all data =20 - To clear all the data if required (requires=20 password)

Transparent - Will not work with windows 98, = transparent to=20 see the desktop and work

Backup=20 data =20 - To back up the daily data of the company (enable auto backup in = application settings to show backup menu while exiting the=20 software.

Restore=20 data=20 =20 - To restore the data of the company. (Choose the required the path = from where=20 the backup is to be done)

Calculator - To invoke = the=20 calculator to calculate.

Exit - To exit = from the=20 software.