Business Setup: a screen-by-screen guide

Every page of the Business Setup module in DesiERP, what it is for, how to use it, and what to enter in each field.

The setup records the rest of the app relies on: your branches and stores, your accounts and bank accounts, payment terms and currencies, manufacturing recipes, document numbering and sales pipelines. Set these up once when you start, and change them as the business grows.

5 sections13 screens209 fields explained

Company structure

Where you do business and where goods are kept. Branches carry the address, GSTIN and logo printed on documents; warehouses belong to branches; locators mark the aisles, racks and bins inside a warehouse.

Branches

Menu path: /multi-branch/list

Lists every location the business trades from, with each branch's revenue, outstanding dues, orders, customers and the users who work there. Owners and administrators use it to add a branch, set its address and GST details, and switch the branch they are working in.

How to use it

Open Masters > Branches. The cards at the top show the number of branches, how many are active, total revenue, outstanding, orders and user assignments.
Use the search box or the quick filters (Active, Inactive, With dues, a state) to find a branch.
Click New Branch to open the branch form.
On the Branch tab, enter the branch name and, if you like, a code, type and logo.
On Contact & Address, type the PIN code first: the state, city and country fill in by themselves. Then add the address lines and contact details.
On GST, tick 'Use the company's GSTIN and PAN' for a branch in the company's own state, or untick it and enter the branch's own GSTIN for a branch in another state.
Click Save Branch. The branch's view page opens.
From the row menu (three dots) you can open, edit, start working in the branch, or deactivate or delete it.

Fields on this screen (19)

Field	Type	What to enter
Branch Details
Branch nameRequired	text	The name of the location, for example 'Secunderabad Warehouse'. 2 to 255 characters.
Branch code	text	A short code for the branch, 2 to 20 letters, numbers, - / or _, for example BR-HYD-01. It is changed to capitals and must be unique in your business. Leave it blank and a code starting with BR- is given automatically.
Branch type	dropdown	What kind of place it is: Head Office, Retail Store, Warehouse, Franchise, Service Centre or Godown. Only one branch of the company can be the Head Office.
Branch logo	file	Optional logo for documents raised at this branch. PNG, JPG, GIF or WEBP; the picture is compressed to 100 KB or less as soon as you choose it. Without one, the company logo is used.
Contact & Address
Branch manager	text	Name of the person who runs the branch.
Contact person	text	Name of the person to contact at the branch.
Email	text	The branch's email address. It is checked for a valid format and saved in small letters. Up to 100 characters.
Mobile	text	Indian mobile number, 10 digits. +91 or 0 in front is accepted. At most 15 characters including spaces or dashes.
PIN codeRequired	text	Six-digit PIN code that does not start with 0. Enter it first: it fills the State, City / district and Country, and loads the Area / locality list.
Area / locality	dropdown	Areas that belong to the PIN code. Picking one fills Address line 2 when that line is empty.
StateRequired	dropdown	Filled in from the PIN code and locked. It also decides the branch's GST state code.
City / districtRequired	dropdown	Filled in from the PIN code and locked.
Address line 1	text	Building, unit or shop number. Up to 255 characters.
Address line 2	text	Area or locality. Up to 255 characters. Can be filled from the Area / locality list.
CountryRequired	dropdown	Filled in from the PIN code and locked; India by default.
GST Registration
Use the company's GSTIN and PAN	checkbox	Tick for a branch in the same state as the company's GST registration. The branch then uses the company's GSTIN, and follows it if the company's GSTIN changes. It is greyed out until the company has a GSTIN on Company Profile, and it is refused for a branch in another state.
Branch GSTIN	text	The branch's own 15-character GSTIN, used when the box above is not ticked. It is checked for the correct format and check digit, must carry the company's PAN, and its first two digits must match the branch's state. It is needed when the branch is in a different state from the company's GST registration; optional otherwise.
Status
Active	toggle	On by default for a new branch. Users can work only in an active branch. An inactive branch keeps its documents. The last active branch, or a branch that is some user's only branch, cannot be switched off.
Notes
Remarks	textarea	Internal notes about the branch, up to 2,000 characters.

Columns in the list

Branch (name and code)StateGSTINRevenueOutstandingOrdersCustomersUsersStatusActions

Filters and search

Search box: branch, code, state or GSTINQuick filters: All branches, Active, Inactive, With duesState lookup (Any state)Advanced Filters: Branch, State, GSTIN, Status, Revenue (between), Outstanding (between)Reset and Clear buttons

Buttons and actions

New BranchOpens the branch form to add a location.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

Audit TrailOpens the branch audit trail (shown to users with access to it).

OpenOpens the branch's view page with its GST, people, logo and remarks.

Edit branchOpens the branch form with the saved details.

Work in this branchSwitches your working branch to this one and reloads the page. Shown only for active branches you are assigned to.

Delete / DeactivateA branch with no documents and no assigned users is deleted. A branch that has documents or users is deactivated instead: its documents stay and it disappears from branch pickers.

Save BranchChecks every field and saves the branch, then opens its view page. If an active branch has no warehouse yet, one is created for it with the branch's name and address, together with a default locator.

CancelLeaves the form without saving.

Good to know

Type the PIN code first; the state, city and country are filled in and cannot be typed.

A branch always uses the company's PAN. The GST state code is worked out from the GSTIN, or from the branch's state when there is no GSTIN.

Bank details for a branch are added on Bank Accounts by choosing the branch there.

Who may work in a branch is set under Settings > Users.

Warehouses

Menu path: /inventory/warehouses

Records every place where goods are stored. Each warehouse belongs to a branch and has its own address and contact; one warehouse is the company default, used wherever a warehouse is not chosen.

How to use it

Open Masters > Warehouses. The cards show the number of warehouses, how many are active, the default warehouse, items in stock and stock value.
Click New Warehouse.
Enter the warehouse name, choose its type and pick the branch it belongs to. Leave Code blank for an automatic code.
Add capacity, contact details and address if you want them. Type the PIN code first to fill the area, state and city.
Tick 'Default warehouse for the company' if this should become the default.
Click Save warehouse.
Use the row menu to edit, set its accounting, make it the default, deactivate or delete it.

Fields on this screen (19)

Field	Type	What to enter
Warehouse
Warehouse nameRequired	text	Name of the store, for example 'Hyderabad Main Store'. 2 to 150 characters.
Code	text	2 to 20 letters, numbers, - / or _, unique in your company and changed to capitals. Leave blank for an automatic code such as WH-0001.
Type	dropdown	Main store, Store room / outlet, Cold storage, In transit, or Scrap / damaged.
BranchRequired	dropdown	The branch the warehouse belongs to. Stock is held per branch, so this decides who can use the warehouse. When the company has only one branch, it is picked for you.
Capacity & status
Capacity	number	How much the warehouse can hold, between 0 and 999,999,999.
Capacity unit	dropdown	Unit of the capacity: SQFT, SQM, CBM, PALLETS, TONNES or PCS.
Active	toggle	On by default. An inactive warehouse is not offered for use. The default warehouse, and your only active warehouse, must stay active.
Default warehouse for the company	toggle	The company always has one default warehouse. Tick this on another warehouse to move the default to it. The first warehouse of a company becomes the default automatically, and a default warehouse is always active.
Contact
Contact person	text	Person in charge at the warehouse, up to 120 characters.
Phone	text	6 to 20 digits; spaces, +, ( ) and - are allowed.
Email	text	Email address of the warehouse; checked for a valid format.
Address
PIN code	text	Six digits. Fills the area list, state and city.
Area / locality	dropdown	Areas of the PIN code. Picking one fills Address line 2.
City	dropdown	City of the warehouse, filled from the PIN code or chosen after the state.
State	dropdown	State of the warehouse, filled from the PIN code or chosen from the list.
Country	text	India by default.
Address line 1	text	Building and street, up to 255 characters.
Address line 2	text	Area and landmark, up to 255 characters.
Notes
Notes	textarea	Internal notes about the warehouse, up to 5,000 characters.

Columns in the list

Warehouse (name, code, Default tag)TypeBranchCity / StateContactItemsStock valueStatusActions

Filters and search

Search box: warehouse, code, branch or cityQuick filters: All warehouses, Active, Inactive, DefaultReset and Clear buttons

Buttons and actions

New WarehouseOpens the warehouse form.

Edit warehouseOpens the form with the saved details. Users without write permission see the details only.

AccountingOpens the Accounting dialog: for each account this warehouse posts to, pick a ledger account to override it, or leave it on Inherit to use the setting from the level above (Default Accounts).

Set as defaultMakes this warehouse the company default; the previous default stops being the default.

Deactivate / ActivateSwitches the warehouse off or back on. The default warehouse and your only active warehouse cannot be deactivated.

DeleteRemoves the warehouse from the pickers and keeps it only for history. Not allowed for the default warehouse, your only warehouse, or a warehouse that is in use; deactivate it instead.

Save warehouseSaves the warehouse. A new warehouse is created with a default locator so it can receive goods at once.

CancelCloses the form without saving.

Good to know

GST details of a warehouse come from its branch.

Items and Stock value show the stock of the warehouse's branch at cost price, so warehouses of the same branch show the same figures.

A branch that has no warehouse gets one automatically when the branch is saved.

Locators

Menu path: /inventory/locators

Records the places inside a warehouse, such as an aisle, a rack or a bin, so the team knows where goods are put away and where to find them. Store keepers and warehouse staff use it; stock totals are not kept per locator.

How to use it

Make sure at least one active warehouse exists; a locator always sits inside one.
Open Masters > Locators and click New Locator.
Choose the warehouse and enter the locator name.
Fill Aisle, Rack and Bin; the position (for example A-01-03) is shown as you type. Leave Code blank for an automatic code.
Click Save locator.
To print labels, tick the locators you want (or none for all) and click Print labels, then choose barcode or QR code and the printer label size.

Fields on this screen (16)

Field	Type	What to enter
Locator
WarehouseRequired	dropdown	The active warehouse this locator is in. A warehouse can hold as many locators as you need.
Locator nameRequired	text	Name of the place, for example 'Aisle A, Rack 01, Bin 03'. 2 to 150 characters.
Code	text	2 to 30 letters, numbers, - / or _, in capitals. It must be unique inside the warehouse, so the same code may be used in another warehouse. Leave blank for an automatic code such as LOC-0001.
Aisle	text	Aisle, for example A. Up to 20 characters, in capitals. Aisle, rack and bin together make the position shown in the Position preview and the Position column, for example A-01-03.
Rack	text	Rack, for example 01. Up to 20 characters, in capitals.
Bin	text	Bin, for example 03. Up to 20 characters, in capitals.
Notes	textarea	What is kept here or how to reach it, up to 500 characters.
In use	toggle	On by default. Only a locator in use can be picked. The default locator cannot be parked.
Default locator of this warehouse	toggle	A warehouse that has locators keeps one default. Tick this on another locator to move the default. Only a locator in use can be the default.
Print locator labels
Label	dropdown	Barcode, QR code, or Both (when the label size fits both). Every label also carries the locator code as text.
Printer and label size	dropdown	The printer type and label stock to print on; the hint lists the printers it suits.
Copies of each label	number	1 to 100 copies of each label; 1 by default.
Locator name	checkbox	Prints the locator name on the label. Ticked by default.
Warehouse	checkbox	Prints the warehouse on the label. Ticked by default.
Aisle / rack / bin	checkbox	Prints the aisle, rack and bin on the label.
ZPL 203 dpi / ZPL 300 dpi	dropdown	Resolution of a Zebra or ZPL-compatible thermal printer, used for the ZPL file.

Columns in the list

Select (tick box)Locator (name, code, Default tag)WarehousePositionAisleRackBinStatusActions

Filters and search

Search box: locator, code, warehouse or positionQuick filters: All locators, In use, Parked, DefaultReset and Clear buttons

Buttons and actions

New LocatorOpens the locator form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

Import locatorsOpens Utilities > Import to bring in many locators at once (shown to users with import access).

WarehousesOpens the Warehouses page.

Print labelsOpens the label dialog for the ticked locators, or for all of them when none is ticked.

Edit locatorOpens the form with the saved details.

Print labelOpens the label dialog for this one locator.

Set as defaultMakes this locator the default of its warehouse.

Park / Put back in useTakes the locator out of the pickers, or brings it back.

DeleteRemoves the locator from the pickers and keeps it for history. The default locator must be replaced by another default first.

Print / PDF / ZPLIn the label dialog: Print sends the labels to the printer, PDF downloads them as a PDF, and ZPL downloads a file for a Zebra or ZPL-compatible printer.

Save locatorSaves the locator.

Good to know

Every new warehouse gets a default locator automatically.

Locators are recorded on goods receipts to say where goods were put away; stock itself is held per branch.

The same code, such as A-01-03, can be used in different warehouses.

Accounts and banking

Your ledger accounts and how postings find them. The chart of accounts is a tree of headings and posting accounts, default accounts say which account each kind of posting uses, and bank accounts record where the business keeps its money.

Chart of Accounts

Menu path: /accounts/chart

Shows all ledger accounts as a tree. Summary accounts are headings that add up the accounts under them; documents and journals post only to posting accounts. Accountants use it to add, rename, switch off or import accounts.

How to use it

Open Masters > Chart of Accounts. The cards show posting accounts, summary accounts, how many default accounts are mapped, and accounts switched off.
Use the search box or the type buttons (Assets, Liabilities, Equity, Income, Expenses) to find an account; use Expand all or Collapse to groups to open or close the tree.
Click New Account, or choose Add sub-account from a heading's row menu.
Pick the heading it sits under, enter the code and account name, and choose whether it is a posting account or a summary account.
Click Save Account.
To load or rebuild the standard chart, use Default chart; to bring in your own chart, use Import with the Excel or CSV template.

Fields on this screen (12)

Field	Type	What to enter
Account
Sits under	dropdown	The summary account (heading) this account belongs to, or Top level. The account's type follows the parent: an account under an asset heading must also be an asset. An account cannot sit under itself or one of its own sub-accounts.
CodeRequired	text	Account code, up to 20 letters, digits, dot, dash or underscore, for example 53119. No two accounts can share a code.
TypeRequired	dropdown	Asset, Liability, Equity, Income or Expense. It cannot change once the account has postings or sub-accounts, and a default account must keep the type its role needs.
Account nameRequired	text	Name of the account, for example 'Courier Charges'. Up to 120 characters.
Kind	dropdown	Posting account (documents and journals post here) or Summary account (a heading that adds up the accounts under it). An account with postings or a default role must stay a posting account; one with sub-accounts must stay a summary account.
Normal balance	dropdown	Natural for its type, or Debit (contra) / Credit (contra) for an account that normally runs the opposite way, such as accumulated depreciation. Contra accounts show a Dr or Cr chip in the tree.
Description	text	Optional note on what is posted here, up to 255 characters.
Document-controlled	toggle	When on, only documents post to this account, not manual journals. Shown with a lock in the tree.
In use	toggle	On by default. Switching an account off hides it unless 'Show switched off' is ticked. A default account, or a heading with sub-accounts still in use, cannot be switched off.
Import
Excel or CSV fileRequired	file	An .xlsx or .csv file of up to 5 MB, in the layout of the import template: code, name, type, parent_code, summary, sign, doc_controlled, default_keys, description.
What to do with accounts already in your chart	dropdown	Add new accounts only (codes you already have are left alone), or Add and override (accounts named in the file are changed to match it; the type changes only if nothing is posted).
Default chart
Type REPLACE to confirm	text	Type the word REPLACE to enable the 'Replace my chart' button.

Columns in the list

Account (code and name, in a tree)TypeDefault accountsBalanceActions

Filters and search

Search box: code or account nameType buttons: All, Assets, Liabilities, Equity, Income, ExpensesShow switched off (tick box)Expand all / Collapse to groups

Buttons and actions

New AccountOpens the account form.

FilesExport my chart (CSV), or download the import template as Excel or CSV.

Default AccountsOpens the Default Accounts page.

ImportOpens the import dialog. Nothing is imported if any row is wrong; the message lists the lines to fix.

Default chart > Restore missing accountsAdds back every account of the standard chart that your chart lacks, with its headings, and maps any unmapped default account. Nothing you changed or added is touched.

Default chart > Replace my chartRebuilds the chart from the standard chart: old accounts move into the tree keeping their postings, standard accounts get their name, type and place back, other accounts in use stay under their type's heading, and unused other accounts are deleted. All default accounts are mapped again.

Edit accountOpens the form for the account.

Add sub-accountOpens a new account form under this heading.

LedgerOpens the account's ledger statement (posting accounts only).

Switch off / Switch onTakes the account out of use or brings it back.

DeleteDeletes an account only if it has no postings, no sub-accounts, no default role and is not used elsewhere; otherwise switch it off instead.

Save AccountSaves the account and shows a message with its code and name.

Good to know

If the chart is empty, use Default chart > Restore to load the standard chart.

Which account each kind of posting uses is set on Default Accounts; the Default accounts column shows those roles.

Balances of summary accounts add up the accounts under them.

Default Accounts

Menu path: /accounts/defaults

Sets the ledger account each kind of posting uses when nothing more specific is set: receivables, payables, revenue, stock, cost of goods sold, each GST, payroll and the rest. Products, categories, customer and vendor groups, warehouses and bank accounts can name their own; these are the fallback.

How to use it

Open Masters > Default Accounts. A notice shows how many default accounts are not mapped yet.
Go through the groups: Cash and bank, Customers, Vendors, Products and inventory, Taxes, Payroll, Other income and expense, Equity and period end.
For each default account, pick the account to use from the list. Only posting accounts of the right type are offered.
Changed rows are marked and the bottom bar counts the changes.
Click Save default accounts to save all changes at once.
Click Default on a row to put it back on the standard chart's account.

Fields on this screen (69)

Field	Type	What to enter
Cash and bank
Cash in hand	dropdown	Cash book postings. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Bank (when a bank account has none of its own)	dropdown	Bank postings for a bank account that has no ledger account of its own. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Bank in transit	dropdown	Money on its way between bank and cash or between banks. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Unallocated receipts	dropdown	Money received that is not yet matched to an invoice. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Customers
Customer receivable	dropdown	What customers owe on sales invoices. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Customer advance (prepayment)	dropdown	Advances received from customers before invoicing. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Delivered not invoiced (unbilled receivable)	dropdown	Goods delivered to customers but not yet invoiced. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Vendors
Vendor liability (goods)	dropdown	What you owe suppliers for goods. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Vendor liability (services)	dropdown	What you owe suppliers for services. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Vendor advance (prepayment)	dropdown	Advances paid to suppliers. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Received not invoiced	dropdown	Goods received but not yet billed by the supplier. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Products and inventory
Product revenue	dropdown	Sales of goods. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Service revenue	dropdown	Sales of services. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Sales returns	dropdown	Goods returned by customers. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Trade discount allowed	dropdown	Trade discount given on sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Trade discount received	dropdown	Trade discount received on purchases. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Product asset (trading goods)	dropdown	Value of trading stock. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Raw materials	dropdown	Value of raw material stock. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Finished goods	dropdown	Value of finished goods stock. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Work in progress	dropdown	Value of production not yet finished. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Stock in transit	dropdown	Stock moving between branches. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Cost of goods sold	dropdown	Cost of the stock sold. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Product expense (non-stock items)	dropdown	Purchases of items not kept in stock. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Purchase returns (non-stock items)	dropdown	Returns of items not kept in stock. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Purchase price variance	dropdown	Difference between expected and actual purchase price. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Invoice price variance	dropdown	Difference between receipt value and bill value. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Inventory differences (physical count)	dropdown	Gains or losses found on stock counts. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Inventory write-off and wastage	dropdown	Stock written off or wasted. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Production cost variance	dropdown	Difference between planned and actual production cost. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Taxes
CGST input credit	dropdown	CGST paid on purchases that can be claimed. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
SGST / UTGST input credit	dropdown	SGST or UTGST paid on purchases that can be claimed. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
IGST input credit	dropdown	IGST paid on purchases that can be claimed. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Cess input credit	dropdown	Cess paid on purchases that can be claimed. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
CGST output payable	dropdown	CGST collected on sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
SGST / UTGST output payable	dropdown	SGST or UTGST collected on sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
IGST output payable	dropdown	IGST collected on sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Cess payable	dropdown	Cess collected on sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
GST payable under reverse charge	dropdown	GST you pay under reverse charge. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
TDS payable	dropdown	TDS deducted from payments, to be paid to the government. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
TCS payable	dropdown	TCS collected, to be paid to the government. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
TDS receivable	dropdown	TDS deducted by your customers. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
TCS receivable	dropdown	TCS collected from you by suppliers. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Payroll
Salaries and wages	dropdown	Salary expense. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Employer PF, ESI and welfare	dropdown	Employer's share of PF, ESI and welfare. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Leave encashment	dropdown	Leave encashment expense. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Gratuity	dropdown	Gratuity expense. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Salaries and deductions payable	dropdown	Net salaries still to be paid. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
PF payable	dropdown	PF to be deposited. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
ESI payable	dropdown	ESI to be deposited. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Professional tax payable	dropdown	Professional tax to be paid. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
TDS on salaries payable	dropdown	TDS deducted from salaries. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Labour welfare fund payable	dropdown	Labour welfare fund to be paid. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Staff loans and advances	dropdown	Loans and advances given to staff. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Other income and expense
General expense (a charge with no head)	dropdown	Charges that have no expense head of their own. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Other income	dropdown	Income other than sales. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Early-payment discount allowed	dropdown	Discount given to customers for paying early. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Early-payment discount received	dropdown	Discount received from suppliers for paying early. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Bad debts written off	dropdown	Customer dues written off. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Foreign exchange gain	dropdown	Gains from exchange rate changes. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Foreign exchange loss	dropdown	Losses from exchange rate changes. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Rounding off	dropdown	Small rounding differences. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Interest expense	dropdown	Interest paid. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Depreciation	dropdown	Depreciation expense. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Accumulated depreciation	dropdown	Total depreciation charged on assets. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Equity and period end
Owner capital	dropdown	Capital brought in by the owner. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Owner drawings	dropdown	Money taken out by the owner. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Retained earnings	dropdown	Profits kept in the business. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Opening balance difference	dropdown	Balancing figure for opening balances. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.
Suspense (balancing)	dropdown	Temporary balancing entries. Pick a posting account of the matching type from your chart. If it is not mapped, the standard chart's account is used the first time a posting needs it.

Columns in the list

Default account (name and key)Account

Buttons and actions

Chart of AccountsOpens the Chart of Accounts.

DefaultPuts that one default account back on the standard chart's account.

Save default accountsSaves every change on the page together: all or nothing.

Good to know

Users without write permission see the mappings but cannot change them.

An account that is a default account cannot be deleted, switched off or turned into a summary account on the Chart of Accounts until it is mapped elsewhere.

Chart of Accounts > Default chart > Restore maps every default account that is not mapped.

Bank Accounts

Menu path: /settings/bank-accounts

Records every bank account the business holds. The primary account is printed on invoices unless a branch has its own; each account also gets its own ledger account for bank postings.

How to use it

Open Masters > Bank Accounts and click Add Bank Account.
Type the IFSC first: once it is complete, the bank name and bank branch are looked up and filled in.
Enter the account number, choose the account type and add the account holder, UPI ID and opening balance.
Choose 'Used by branch' if the account belongs to one branch, or leave it on All branches.
Tick 'Print this account on invoices (primary)' for the account that should appear on invoices.
Click Save Account.

Fields on this screen (12)

Field	Type	What to enter
Bank account
Start with the IFSC	text	The 11-character IFSC from a cheque leaf or passbook: four letters, a zero, then six letters or digits. Saved in capitals. When it is complete, the bank and branch are looked up and filled in, with the MICR code shown in the hint.
Bank nameRequired	dropdown	The bank, chosen from the list. Banks already on file are shown first. Filled in from the IFSC when found.
Bank branch	text	The bank's branch, up to 150 characters. Filled in from the IFSC when found.
Account numberRequired	text	The account number, up to 30 characters.
Account type	dropdown	Current (default), Savings, Cash Credit (CC) or Overdraft (OD).
Account holder	text	Name in which the account is held, up to 150 characters.
UPI ID	text	The UPI ID linked to the account, for example business@upi. Up to 100 characters.
Opening balance	number	Balance in rupees on the day you start using the software. 0 if left blank.
Used by branch	dropdown	The branch this account belongs to, or All branches. A branch's own primary account prints on its invoices.
Notes	text	What this account is used for, up to 255 characters.
Print this account on invoices (primary)	checkbox	Makes this the primary account. Only one account is primary; ticking it here un-ticks the previous one. The first account you add becomes primary automatically.
Active	checkbox	Ticked by default. Untick for an account you no longer use.

Columns in the list

Bank (with Primary tag and UPI ID)BranchAccount No.IFSCHolderTypeOpeningStatusActions

Filters and search

Search box: bank, account number, IFSC or branchClear button

Buttons and actions

Add Bank AccountOpens the bank account form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

Company ProfileOpens the Company Profile page.

EditOpens the form with the saved details (also by clicking the bank name).

AccountingOpens the Accounting dialog: pick the ledger account this bank account uses, or leave it on Inherit to use the setting from Default Accounts.

Make primaryMakes this the account printed on invoices.

RemoveDeletes the bank account record after confirmation.

Save AccountSaves the account and gives it its own ledger account under Cash and Bank in the chart of accounts.

Good to know

If the IFSC cannot be looked up, choose the bank and type the branch yourself.

To show a different account on a branch's invoices, choose that branch in 'Used by branch' and make it primary.

Terms and currencies

When customers and suppliers are due to pay, and in which currency they are billed. Payment terms work out due dates and early discounts; currencies keep exchange rates and value foreign dues.

Payment Terms

Menu path: /settings/payment-terms

Defines when money falls due and what paying early is worth: net days, an early-payment discount and an advance. Documents point to a term, so the due date is worked out from it.

How to use it

Open Masters > Payment Terms. The cards show the number of terms, those in use, those due immediately and those with an early discount.
Click New Payment Term.
Enter a name and the net days; leave Code blank for an automatic code.
Add an advance percentage, or a discount window and discount percentage, if the term has them. The blue box shows how the term will read.
Tick 'Use as the default on new documents' if new documents should start on this term.
Click Save Term.

Fields on this screen (9)

Field	Type	What to enter
Payment term
Code	text	Short, stable code that reports group on, for example NET30. Up to 20 letters and digits with - . / or _ between them, in capitals, and unique. Leave blank for an automatic code such as PT-001.
NameRequired	text	Name shown on documents, for example 'Net 30'. Up to 60 characters.
Net DaysRequired	number	Days from the document date until the money is due, 0 to 3650. 0 means due immediately. 30 by default.
Advance %	number	How much is wanted before despatch, 0 to 100. 100 means full payment up front.
Discount Window (days)	number	Pay within this many days and the discount applies. Cannot be longer than the net days, and needs a discount percentage.
Discount %	number	Early-payment discount, 0 to 100. Needs a discount window. For example, 2/10 Net 30 is 30 net days, a 10-day window and 2%.
Notes	text	How the term is meant to be used, up to 200 characters.
Use as the default on new documents	checkbox	Makes this the company's default term. Only one term is the default; a parked term cannot be the default.
In use (offered on documents)	checkbox	Ticked by default. A parked term is not offered on documents. The default term cannot be parked.

Columns in the list

Term (name, code, Default tag)Net DaysEarly DiscountAdvanceReads AsStatusActions

Filters and search

Search box: term, code or daysQuick filters: All terms, In use, Parked, DefaultReset and Clear buttons

Buttons and actions

New Payment TermOpens the payment term form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

Edit termOpens the form with the saved term.

Set as defaultMakes this the default term on new documents.

Park / Bring back into useStops offering the term on documents, or offers it again.

DeleteDeletes a term that no record uses. If records still use it, it is parked instead so they keep reading correctly. The default term cannot be deleted.

Save TermSaves the term.

Good to know

Users without write permission see the terms read-only, because changing a term moves the due date on documents that already use it.

The 'Reads As' column shows the term in words, for example '50% in advance, balance due in 30 days'.

Currencies & Rates

Menu path: /settings/currencies

The books stay in rupees. Here you switch on the foreign currencies you deal in, keep their exchange rates, and set which customers and suppliers are billed in which currency; their invoices and bills then show the foreign amount beside the rupee total. It also revalues open foreign-currency dues at a period end.

How to use it

Open Masters > Currencies & Rates and find the currency in the Currencies table.
Click Rate on its row (or Enter a rate at the top), enter the rupees per unit and the date, and save. Entering a rate switches the currency on.
Or click Get today's rates to fill in today's market rate for every currency that is switched on.
In the Parties table, pick the currency for each customer or supplier billed in a foreign currency and click Save.
At a month or year end, click Revalue at period end, check the gain and loss shown, and post the revaluation.

Fields on this screen (9)

Field	Type	What to enter
Exchange rate
CurrencyRequired	dropdown	The foreign currency the rate is for. The rupee is the base currency and has no rate.
As onRequired	date	The day the rate applies from. Today by default; it cannot be in the future.
Rupees per unitRequired	number	Rupees for one unit of the currency, for example 83.25 for one US dollar. More than 0 and up to 1,00,000. A second rate for the same day replaces the first.
Note	text	Where the rate came from, for example an RBI reference or the bank's card rate. Up to 120 characters.
Parties
Currency	dropdown	For each customer or supplier, the currency they are billed in. Only switched-on currencies are offered; a currency must be switched on before a party can be put on it.
Revalue at period end
Document TypeRequired	dropdown	The document type of the revaluation; it decides the series its number comes from.
Document No.	text	Read only. Shows the next number of the chosen document type; the number is given when you post.
As onRequired	date	The last day of the month or year being closed. The end of last month by default; it cannot be in the future.
Note	text	For example 'Month-end closing'. Up to 200 characters.

Columns in the list

Currencies: Code, Currency, Rupees per unit, Rate as on, Live today, Parties, Status, DoOpen in foreign currency (when any): Currency; Receivable Booked ₹, Foreign, At today's rate, Gain / loss; Payable Booked ₹, Foreign, At today's rate, Gain / lossPeriod-end revaluations (when any): Number, As on, Taken back on, Rates used, Gain, Loss, Net, Status, DoParties: Kind, Party, Currency

Filters and search

Search box on the Currencies table: code or nameSearch box on the Parties table: partyClear buttons

Buttons and actions

Enter a rate / RateOpens the Exchange rate dialog, for any currency or for the row's currency.

Get today's ratesAfter confirmation, fills in today's market rate for every switched-on currency as that day's rate. A rate already entered for that day is replaced.

Rate historyShows the rates entered for the currency, with who entered them; a rate can be deleted from here.

On / OffSwitches a currency on or off. A currency cannot be switched off while any customer or supplier is on it.

Save (Parties)Saves the currency chosen for that customer or supplier.

Revalue at period endShows, for the chosen day, what open unpaid invoices and bills in each currency are worth at the latest rate, and the gain or loss. 'Post the revaluation' posts the difference to Foreign Exchange Gain or Loss against receivables and payables on that day, and reverses it the next day.

VoidVoids a posted revaluation: its entry and its reversal are both taken out of the books.

Good to know

The latest rate on or before a document's date is used. A document for a foreign-currency party cannot be saved until its currency has a rate.

Amounts are entered and kept in rupees; documents show the equivalent in the party's currency.

Live today rates are market reference rates read from a public rates service, for reference only; they may not always be available. The rate you enter is the one the books use.

A day can be revalued only once; void the earlier revaluation to do it again.

Manufacturing setup

What you make and how. A bill of materials lists the components and operations of a product; work centres and operations give the routing its times and costs.

Bill of Materials

Menu path: /inventory/bom

Records what each product you make is made of and which operations it goes through, so you know what a batch costs in material, labour and overheads. A production order takes the recipe, scales it to the quantity and moves the stock when the run is done.

How to use it

Open Masters > Bill of Materials and click New BOM.
Pick the product that is made, give the BOM a name and enter how many units this recipe makes.
Add each component with its quantity per batch and scrap %. Stock and cost are shown for each line.
Optionally add the operations (routing) in order, with their work centre and times.
Add any other labour or overheads per batch. The cost per unit made is worked out as you go.
Click Save BOM.
Use the sitemap button on a row to see what a quantity needs level by level and what is short, or Make to raise a production order.

Fields on this screen (19)

Field	Type	What to enter
BOM
Product madeRequired	lookup	The product this recipe makes; start typing and pick it from the list. It cannot be changed when editing.
BOM nameRequired	text	Name of the recipe, for example 'Standard' (the default) or '2026 recipe'. Up to 120 characters.
This recipe makes	number	The batch size: how many units of the product the component quantities make. More than zero; 1 by default. Shown in the product's unit.
Use this BOM by default for the product	checkbox	Ticked by default. Makes this the recipe used for the product when no other is chosen.
Active	checkbox	Ticked by default. Only an active BOM shows the Make button.
Components
ComponentRequired	lookup	A product that goes into the batch, picked from the product list. A product cannot be its own component, a component cannot be listed twice, and a product cannot use something that is itself made from it. A component that has its own recipe is priced at that recipe's cost and marked 'made in-house'.
Qty per batchRequired	number	How much of the component one batch uses. More than zero.
Scrap %	number	Extra allowed for wastage, 0 to 100. It raises the quantity and cost of the line.
In stock	number	Read only. Current stock of the component.
Cost	number	Read only. Quantity x (1 + scrap %) x the component's cost price (or its own recipe's cost).
Operations (routing)
Operation	lookup	A step the batch goes through, in order, for example Cutting or Assembly. Pick a standard operation (it brings its work centre and times) or type a name of your own. Up to 40 operations.
Work centre	dropdown	Where the step is done. The step is costed at this work centre's labour and overhead rates; with No work centre it costs nothing.
Setup (min)	number	Minutes spent once per run, whatever the quantity.
Run (min / unit)	number	Minutes for each unit made.
Cost / batch	number	Read only. (Setup + run minutes x batch size) at the work centre's hourly rates.
Costs
Other labour for one batch (₹)	number	Wages not covered by the operations above. Cannot be negative.
Other overheads for one batch (₹)	number	Power, rent and the like not covered by the operations. Cannot be negative.
Notes	text	Process notes or where the recipe came from, up to 400 characters.
Explode
Quantity to make	number	In the level-by-level view: the quantity to work out materials, time and cost for.

Columns in the list

Product madeBOMMakesComponentsCost / unitOrdersDo

Filters and search

Search box: product, BOM or componentClear button

Buttons and actions

New BOMOpens the Bill of Materials form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

OperationsOpens the Operations page.

Production OrdersOpens the Production Orders page.

MakeOpens a new production order for this product with this BOM (active BOMs only).

Open out (sitemap button)Shows the recipe through every level for a quantity: what each level needs, the operations, the materials added up with what is short, and the material, labour, overhead, total and per-unit cost.

EditOpens the BOM in the form.

RemoveRemoves the BOM after confirmation. Orders already completed with it keep their lines. A BOM with open production orders cannot be removed until they are completed or cancelled.

Save BOMChecks and saves the BOM.

Good to know

In the level-by-level view, sub-assemblies are counted as made from scratch, so stock already held of them is extra.

Changing a work centre's rates changes what BOMs cost from then on.

Work Centres

Menu path: /manufacturing/work-centres

Records where manufacturing work is done: a machine, a line, a bench or an outside job worker. Its hours a day are its capacity and its hourly rates are what a routing step costs there.

How to use it

Open Masters > Work Centres and click New Work Centre.
Enter the name and choose the kind. Leave Code blank for an automatic code.
Enter the hours it can work in a day.
Enter the labour and overhead cost of an hour.
Click Save Work Centre.
Use the cards or the All / In use / Parked tabs to see which centres are in use.

Fields on this screen (7)

Field	Type	What to enter
Work centre
Code	text	Up to 20 letters and digits with - . / or _, in capitals, unique. Leave blank for WC-001, WC-002 and so on.
NameRequired	text	Name of the work centre, for example 'Cutting machine 1'. Up to 120 characters and unique.
Kind	dropdown	Machine (default), Assembly line, Manual station or Outsourced.
Hours it can work in a day	number	Its capacity: one shift is 8 (the default), two shifts 16. More than 0 and up to 24.
What an hour here costs
Labour (₹ an hour)	number	Cost of the people working at it for an hour. Cannot be negative.
Overheads (₹ an hour)	number	Power, wear and rent for an hour; for a job worker, their charge. Cannot be negative.
Notes	text	Make, location on the floor, who looks after it. Up to 400 characters.

Columns in the list

Work Centre (name, code, notes)KindHours a dayLabour / hourOverheads / hourCost / hourUsed byStatusActions

Filters and search

Tabs: All, In use, Parked (also by clicking the cards)Search box: name or codeClear button

Buttons and actions

New Work CentreOpens the work centre form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

OperationsOpens the Operations page.

Bill of MaterialsOpens the Bill of Materials page.

EditOpens the form with the saved details.

Park / Bring back into useA parked work centre stays on what already uses it but is no longer offered.

DeleteDeletes a work centre nothing uses. One used by a routing or a job card cannot be deleted; park it instead.

Save Work CentreSaves the work centre.

Good to know

Changing a rate changes what BOMs cost from then on; a production order already released keeps the rates it was released with.

The Hours a day card adds up the capacity of all work centres in use.

Operations

Menu path: /manufacturing/operations

Records the standard steps of making something, such as cutting, welding, assembly or packing. Each says where it is usually done and how long it takes; a BOM's routing is built from these.

How to use it

Add your work centres first, so each operation can be costed.
Open Masters > Operations and click New Operation.
Enter the name and choose where it is usually done. Leave Code blank for an automatic code.
Enter the setup minutes per run and the run minutes per unit.
Click Save Operation.
Pick these operations when building a routing on the Bill of Materials form.

Fields on this screen (6)

Field	Type	What to enter
Operation
Code	text	Up to 20 letters and digits with - . / or _, in capitals, unique. Leave blank for OP-001, OP-002 and so on.
NameRequired	text	Name of the step, for example 'Cutting'. Up to 120 characters and unique.
Usually done at	dropdown	The work centre where the step is done; the list shows each centre's cost an hour. The step is costed at its rates. With No work centre, the step costs nothing on a routing.
How long it takes
Setup (minutes, once a run)	number	Minutes spent once per run, whatever the quantity. Cannot be negative.
Run (minutes for each unit)	number	Minutes for each unit made. Cannot be negative.
Description	text	What is done at this step, up to 400 characters.

Columns in the list

Operation (name, code, description)Work centreSetup (min)Run (min / unit)Cost / unitUsed byStatusActions

Filters and search

Tabs: All, In use, Parked (also by clicking the cards)Search box: name or codeClear button

Buttons and actions

New OperationOpens the operation form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

Work CentresOpens the Work Centres page.

Bill of MaterialsOpens the Bill of Materials page.

EditOpens the form with the saved details.

Park / Bring back into useA parked operation stays on what already uses it but is no longer offered.

DeleteDeletes an operation nothing uses. One used by a routing or a job card cannot be deleted; park it instead.

Save OperationSaves the operation.

Good to know

A BOM's routing copies the operation's work centre and times, and can change them for that product.

The On a routing card warns how many operations have no work centre and so cost nothing.

Numbering and pipelines

How documents are numbered and how sales leads move. Document types set the numbering series and Tally voucher type of each transaction; pipelines set the stages a lead goes through.

Document Types

Menu path: /settings/document-types

Defines what each transaction is, the Tally voucher type it is exported under, and the numbering series its document numbers come from. You can have several types on one kind of transaction, for example 'Sales' and 'Sales - Export', each with its own series.

How to use it

Open Masters > Document Types to see every type with its base type, Tally voucher type, next number and number of documents.
Click New Document Type.
Choose the base type (what kind of transaction it is). The name and prefix are suggested from it.
Under Numbering, keep 'Its own sequence' or pick a shared sequence, and set the prefix, next number and digits. The preview shows the next number.
If the base type converts into other documents, choose the type each conversion should create.
Tick Default if forms of this base type should start on it, and click Save Document Type.

Fields on this screen (10)

Field	Type	What to enter
Document type
Base typeRequired	dropdown	What kind of transaction this is, grouped by area (Sales, Purchase, Inventory, Manufacturing, Staff & Payroll and others), for example Sales Invoice, Purchase Order or Stock Transfer. The hint shows the Tally voucher type it goes under, or that it is not sent to Tally. It cannot change once saved.
NameRequired	text	Name of the type, for example 'Sales - Export'. Up to 80 characters. Naming it as Tally does (Sales, Purchase, Receipt, Payment) keeps the two matching.
Numbering (sequence)
Numbers come from	dropdown	'Its own sequence' (default for a new type) or a shared sequence to continue another type's numbers. The hint lists the other types using a shared sequence; a change here changes theirs too.
Prefix	text	Text before the number, for example INV/26-27/. Up to 20 characters; letters, digits and - / _ . only; in capitals.
Next number	number	The number the next document gets; 1 or more. For a sequence already in use it can only go up, because lower numbers may be on documents.
Digits	number	How many digits the number is padded to, 1 to 12; 5 by default. The preview shows the next number, for example 00001.
Description	text	When to use the type, for example 'Exports under LUT, zero-rated'. Up to 200 characters.
Creates as (when converted)
Target document type (one per conversion)	dropdown	Shown only for base types that convert into other documents. For each conversion, choose which document type the new document gets, or leave it on the default type.
On the forms
Default: forms of this base type start on it	checkbox	Makes this the type forms of its base type start on; the previous default of that base type stops being default.
On: offered on the forms	checkbox	Ticked by default. A type that is off is not offered on forms. The default type cannot be switched off.

Columns in the list

Document Type (name and description)Base Type (with what it creates when converted)Tally Voucher TypeNext numberDocumentsStatusActions

Filters and search

Search box: name, base type, Tally voucher type or sequenceClear button

Buttons and actions

New Document TypeOpens the document type form.

DownloadDownloads the list as shown, as Excel (.xls), CSV or PDF.

EditOpens the form with the saved type (the base type is shown but cannot be changed).

Make defaultMakes this the type forms of its base type start on, and switches it on.

Switch off / Switch onStops or starts offering the type on forms. The default type cannot be switched off.

DeleteDeletes a type that no saved document uses and that is not the default. A type on saved documents cannot be deleted; switch it off instead.

Save Document TypeSaves the type and its numbering.

Good to know

Every transaction form asks for its document type and starts on the default of its base type. The document number is given when the document is saved.

A type exported to Tally goes as a voucher type of the same name under the Tally voucher type shown.

Pipelines

Menu path: /crm/pipelines

Sets up the sales pipelines and their stages, for example a shop counter, a project bid or a dealer appointment. Won and Lost close every pipeline; leads with no pipeline stay on the standard one.

How to use it

Open Masters > Pipelines to see each pipeline with its stages and its open and total leads.
Click New Pipeline.
Enter a name and list the open stages in order, one per line.
Click Save Pipeline. Leads can then be put on it from the lead form, and the board shows it.
Use the board button on a row to open that pipeline on the board.

Fields on this screen (2)

Field	Type	What to enter
Pipeline
NameRequired	text	Name of the pipeline, for example Projects, Dealers or Institutional. Up to 80 characters, unique, and not the standard pipeline's name.
Open stages, in orderRequired	textarea	One stage per line, 2 to 8 stages, each up to 30 characters, no repeats. Do not list Won or Lost; they are added at the end by themselves. A new lead starts at the first stage. A stage that still has leads on it cannot be taken out.

Columns in the list

PipelineStagesOpen leadsAll leadsActions

Filters and search

Search box: pipeline or stageClear button

Buttons and actions

New PipelineOpens the pipeline form.

BoardOpens the pipeline board.

Open on the boardOpens this pipeline on the board.

EditOpens the form with the pipeline's name and stages (not for the standard pipeline).

RemoveRemoves a pipeline that has no open leads; its won and lost leads move to the standard pipeline.

Save PipelineSaves the pipeline.

Good to know

The standard pipeline holds leads with no pipeline and cannot be edited or removed here.

Move or close the open leads on a pipeline before removing it.

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