Basic Setup Forms

 

HOW TO SETUP CUSTOMER, SUPPLIERS AND INVENTORY IN HISAAB ERP SOFTWARE?

Inventory:

Go to Items and Inventory -> Maintenance -> Add and Manage Items

  • Enter item code, name, select appropriate category and other options
  • Click Insert New Item

Customer:

Go to Sales -> Maintenance -> Add and Manage Customer

  • Click Add Customer
  • Enter Customer Name, Customer Short Name and address
  • Enter other relevant details as required
  • Click Add New Customer.

Supplier:

Go to Purchases -> Maintenance -> Add and Manage Supplier

  • Click  Add Supplier
  • Enter Supplier Name, Supplier Short Name and address
  • Enter other relevant details as required.
  • Click Add New Supplier Details

Bank:

Go to Banking and General Ledger -> Maintenance-> GL Accounts

  • Select New Account from the drop down list
  • Enter Account Code (e.g 1066)
  • Leave Account Code 2 blank
  • Enter Account Name (e.g Bank Alfalah – Clifton Branch)
  • Select appropriate Account Group (e.g Current Assets)
  • Click Add Account

 

Go to Banking and General Ledger -> Maintenance -> Bank Account

  • Enter Bank Account Name (e.g DYS 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 Alfalah)
  • Enter Account Number.
  • Enter Bank address (if required)
  • Click Add New to save