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  • Settings

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    Settings:

    A company is an institution created to conduct business. The company is a generic and comprehensive term which may include sole proprietorships, individuals, partnerships, corporations, societies, associations, and organizations.

    Smart Books provides Company settings module, to create the company, define the masters and set the preference for accessing each modules. In Smart Books, settings menu is a master menu.

    Following are the module names in Settings:

    Administrator
    General
    User
  • Accounts

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    Accounts:

    A formal contractual relationship established to provide for regular banking or brokerage or business services. All the specific assets, liabilities and fund balances are stored in the accounts. The company can maintain many accounts such as cash account, a notes payable account, and reserve for employee retirement account.

    Following are the module names in accounts:

    General Ledger
    Accounts Receivable
    Accounts Payable
    Fixed Asset
  • Sales Order Processing

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    Sales Order Processing:

    Sales Order Processing is used to create and maintain customer sales orders and provide a means to administer policies related to credit processing and commissioning. A sales order may be raised for products and/or services rendered to the customer based on the requisition. The sales order is generated directly or based on enquiry / customer quotation.

    The purchase order can be raised using the sales order, during the non-availability of the ordered item in the stock. The sales order can be converted into the delivery order. In a manufacturing environment, a sales order can be converted into a work order to show that work is about to begin to manufacture, build or engineer the products the customer wants.

    Following are the module names in sales process:

    Enquiry
    Cost Sheet
    Quotation
    Sales Order
    DO Requisition
    Invoice
  • Purchase Order Processing

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    Purchase Order Processing:

    A Purchase Order is a commercial document issued by a buyer to a seller, indicating the type, quantities and agreed prices for products or services that the seller will provide to the buyer. Sending the PO to a supplier constitutes a legal offer to buy products or services. Acceptance of the PO by a seller usually forms a once-off contract between the buyer and seller so no contract exists until the PO is accepted. PO's usually also specify additional conditions such as terms of payment, terms for liability and freight responsibility, and required delivery date.

    The purchase order usually contains: PO number, delivery date, billing address, shipping address, terms of payment and a list of services/products with quantities and prices. It is like an agreement between buyer and seller or buyer.

    Following are the module names in purchase order processing:

    Requisition
    Request for Quote
    Quotation
    Cash Purchase Note
    Purchase Order
    Purchase Bill
  • Inventory

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    Inventory:

    Inventory in general is defined as storage or stock of the products. Inventory is essential, as the product sales cannot be accurately predicted. Hence, the company has to maintain the minimum and the maximum stock level and the reorder level of all the items to cooperate with the sales. Inventory is a broad terminology where we cover the entire details of the product transaction details.

    Following are the module names in Inventory:

    Requisition
    Indent
    Item Receipt
    Purchase Return
    Material Transfer
    Issue
    Issue Return
    Work Order
    Job Work Order
    Delivery Order
    Sales Return
    Order Status
  • Payroll

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    Payroll:

    Payroll is one of a series of accounting transactions dealing with the process of paying employees for services rendered, after processing of the various requirements for withholding of money from the employee for payment of payroll taxes, insurance premiums, employee benefits, garnishments and other deductions. In short, payroll is the sum of all financial records of salaries, wages, bonuses, and deductions.

    The management will have a clear idea of the employees working with, using this payroll. The payroll explains the entire attendance, shift, loan, advance, bonus, gratuity, overtime, promotion, etc.

    Following are the module names in Payroll:

    Shift
    Attendance
    Leave
    On duty
    Permission
    Compensation
    Overtime Assign
    Overtime
    Loan
    Advance
    Bonus
    Resignation/Termination
    Raise/Promotion
    Salary Process
    Gratuity
  • Point of Sales

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    Point of Sales:

    Point of sale (POS) is the place where a retail transaction is completed. It is the point at which a customer makes a payment to the merchant in exchange for goods. At the point of sale the vendor would calculate the amount owed by the customer and provide options for the customer to make payment. The vendor will normally issue a receipt for the transaction.

  • Workshop

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    Workshop:

    Workshop is a small workplace where handcrafts, manufacturing or service are done. This module helps you to prepare the Estimation sheet, Job order and Invoice for performing the customer requested tasks. Foreman can allocate the job for the employees, and enter the worksheet of the job based on the completion of the allocated job.

    Following are the module names in workshop:

    Estimation
    Job Order
    Job Allocation
    Worksheet
    Invoice
  • Reports

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    Reports:

    Report is an organized collection of data that satisfy a particular search or sort, prepared for viewing or printing. The report is obtained by executing a predetermined process which runs against the database & lists out the contents of certain fields. The results may be displayed on a PC or sent to a printer.

    Following are the module names in reports:

    Management
    Payroll
    Customer and Sales
    Vendors and Purchases
    Accounts
    Bank
    Cash
    Inventory
    Workshop Management