- How to create product? Its very easy and simple to add a product in our system. You just need the name of the product and enter it to add a product. Apart from this you can also add the price of the product at the time of product creation. You can add the description of the product. Product code is also important. You can have your own product codes in order for easy searching. You can have bar code, QR code, RF ID code as you wish. Then there are categories which can be separated as parent, child such as raw materials, finished goods etc. Product accounting is also available both for sales and purchase separately. Similarly, you can define the unit of your product. As there are some bulk items which are not easy to measure e.g screws. If you have 1000 screws then its not easy to count them. But on the other hand you know the approx weight of 1 screw so you can put the weight of 1000 screws as a unit. This will help in stock report presentation in both units or weight. This is very useful in stock audit reports. Product default godown and default supplier can also be defined at the time of product creation. For detail videos please click on following links. https://www.youtube.com/watch?v=P_R4Gv5vusw https://www.youtube.com/watch?v=uQWm2Nt8jG0
- How to create customers? Simple you can add customer name and customer will be created. Also you can add additional information at the time of customer creation such as customer’s CNIC, address, phone number and other contact details. https://www.youtube.com/watch?v=3MZUFJU3SQg
- How to create supplier? It is very easy to a create supplier. All you need is the supplier name and your new supplier will be created. Along with this additional information such as supplier type (Wholesaler, Retailer, Seller), address, contact name, contact number and tax registration number can also be saved in this menu. https://www.youtube.com/watch?v=jtwZRv5ROtk
- How to create debit voucher? In order to make payments we are required to create a debit voucher. Debit voucher is used to show payments such as utility bills, payments with tax and salaries vouchers. For detail videos please click on following links. https://www.youtube.com/watch?v=NvTJY7djruk https://www.youtube.com/watch?v=DGMm7Z5iKaQ
- How to create credit voucher? The receipt of payments is recorded via credit vouchers. It is very simple and easy to create credit vouchers. It is used to record sales, rental income or any other revenue. Also we have post dated cheques tracking available in our system. https://www.youtube.com/watch?v=y63aWmZcKWM
- How to create Journal voucher? A Journal voucher entry is usually used for those transactions in which no cash is involved. For example, Claimed/ Damaged inventory recording, Commission recording and reversal and adjusting entries are created via journal voucher. https://www.youtube.com/watch?v=YVjiF7D5zWE
- How to create chart of accounts? As we know that there are 5 main heads of the accounting system namely, Assets, Expense, Liability, Capital and Revenue. Before making or creating a new chart of accounts, we have to decide that do we also keep stock of the item that we are buying. For example raw material or finished goods. If that item is resold or or if we are making new items with that new item then its supplier. If we are selling those items which are our business products then it will be customer. Rest of all will come under chart of account. For example, if we are selling or buying any asset such as a car, plot, old AC etc. Before making any new head in chart of account, we have to check the current list of chart of account in daily output report and take a printout of it. Then we have to check and decide where our New head will ideally fit at 4th level. Few examples, if its cash/ bank then it will be created under the head of bank/ cash. Petty Cash will come under the head of expense. If its any land, building, machinery, A/C or Computers then it will come under a particular Asset head i.e current asset or fixed asset. Similarly if there is a New expense head then we have to check which type of particular expense it is. For example, auditor fees, lawyer fees, day to day variable operating expense, fixed expense, administrative expense which is not related to direct sales, selling expense or marketing expense etc. https://www.youtube.com/watch?v=5t5gmOmiEYQ
- How to create sales invoice? The process to create a sales invoice is very easy. Just go to sales, then transactions and then click on invoices. Input the required data and sales invoice is created. Main features include that we can define credit terms and discounts in sales invoice. Also tracking of post dated cheque against customers is also available in our system. Similarly, salesman commission can also be defined in sales invoice. Discount on any item can be defined in fixed terms and also on %age basis. Footers can also show discounts given as a description. Also Cartage can be added whether the product was delivered via Bykea etc and its charges can also be shown in footnotes. https://www.youtube.com/watch?v=NvsuoqAcnyo
- How to create sales order? A sales order is a document generated by a seller for its internal use in processing a customer order. The sales order confirms the terms of a transaction between a buyer and seller. https://www.youtube.com/watch?v=RCyH8reWMDM
- How to create delivery challan? We can create a delivery challan via Sales invoice. Just load the sales invoice and go to the print option and you can create a delivery challan against a sales invoice. https://www.youtube.com/watch?v=UtvFjcrB8Vw
- How to create purchase order? We can easily create purchase order in the system. Just go to purchase. Then data entry and then click on purchase order. Now input the relevant details and click on create and your PO or purchase order is created. https://www.youtube.com/watch?v=c2HpCCCfiqM
- How to create goods received note? Usually a Goods received note is created against a purchase Order. You can easily create a goods received note against a Purchase order by simply loading it and by clicking on create after checking all relevant details. https://www.youtube.com/watch?v=6bjXXXAajDM
- How to create purchase invoice against purchase order? Purchase invoice can be created by 2 methods in our system. You can simple create a purchase invoice or you can create a purchase invoice against a previously available purchase order. https://www.youtube.com/watch?v=q41UFY03Luc
- How to create users/roles? Users and roles play a very important part for any system. This is usually define for accessibility to various users according to their job responsibilities. Similarly we need to define roles for each user and also it is required to assign roles to a particular user. Roles policy is also necessary to check accessibility of each user. https://www.youtube.com/watch?v=o6tzb14cFis
- How to create assigned roles? Once roles are created, they are needed to be assigned as per the company’s requirements and each user’s job responsibilities. Only admin has the rights to assign roles to a particular user. https://www.youtube.com/watch?v=Sn30PcrMPoM
- How to view reports? Reports are very pivotal for any business. They provide updated information and data as per business requirements and are also very useful for future forecasting and to analyze current market trends and situations. Few Reports that can be viewed and are printable in our system are Customer List, Supplier list, Chart Of account list, General Ledger, Account customer ledger, Account supplier ledger, Debit voucher slip, Credit voucher slip, Journal voucher slip, Aging Of Account Payable, Aging of Account Receivable, Daily Sales Report and Purchase Report etc. These reports can be utilized for the growth of the business as well. For detail videos please click on following links. https://www.youtube.com/watch?v=6sjUjlB2bPs https://www.youtube.com/watch?v=azif-Ufvnew
- How to Report an Error? Errors can occur in any system. In this video we will explain to you how to report any error that you may face while using our system. First of all you have to take the screenshot of the window in which you are facing any error. Next copy the URL of that page. Finally, send an email to support@cartzlink.com in order to get that error checked and fixed by our support team. https://www.youtube.com/watch?v=kXPGMKmgzPk
- How to view accounts ledger? In accounts ledger viewing reports, we have various printable options available. For example you can simply print any customers account. Additionally you can add features such as voucher break up, month total or invoice wise break up as per the requirement. https://www.youtube.com/watch?v=m9uZhQEqB2Q
- How to view aging of accounts payable? Aging of accounts payable can also be viewed in 2 different scenarios in our system. One is that you can view them on a particular day and secondly you can view it on aging as 30 days, 60 days, 90 days and 90 days+ overdue accounts payable. https://www.youtube.com/watch?v=A0RDQ7QyYSg
- How to view aging of accounts receivable? Aging of accounts receivable can be viewed in 2 different categories in our system. One is that you can view them on a particular day and secondly you can view it on aging as 30 days, 60 days, 90 days and 90 days+ overdue receivables. https://www.youtube.com/watch?v=O8QK7dWHvSU
- How to view Daily Sales Report? In order to view daily sales report, you can review it in Sales Menu and then by clicking on daily sales report under the reports menu. Just select any particular date in order to generate a sales report for that particular period or day. https://www.youtube.com/watch?v=S46lYD9HgdQ
- How to view Trial Balance? Our system also has the option to view trail balance. This option in available in accounts menu. You have to select the particular main head of account i.e Assets, Capital, Equity or Expenses in order view the trail balance for that accounting head. https://www.youtube.com/watch?v=j4bovga6HwE
