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Knowledge Base

Documentation guide for Quick Learning KeepMyAccount Cloud ERP Solution.

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Getting Started

  • Setup Your Business Details and Settings
  • New Business Registration and Setup

Home

  • Home Dashboard View Explained

User Management

  • How to Change Your Profile Settings
Roles
  • Create Roles
Users
  • Create Users
Sales Commission Agents
  • Commission Agent

Contacts

  • Advanced balance
  • Contacts Management (Supplier & Customers)
  • Customer Groups
  • Adding opening balance & payment
  • Adding Discount for Customer/Supplier on Balance due:
  • Customer & Supplier Ledger /Statement
Customers
  • Contacts Management (Supplier & Customers)
  • Adding Discount for Customer/Supplier on Balance due:
  • Customer & Supplier Ledger /Statement
Suppliers
  • Contacts Management (Supplier & Customers)
  • Adding Discount for Customer/Supplier on Balance due:
  • Customer & Supplier Ledger /Statement
Customer Groups
  • Customer Groups

Products

  • Correcting product stock mismatch or incorrect stock in different reports
  • Lot number
  • Product expiry and related settings.
Add Product
  • Adding product quantity or adding product stock
  • How to add a product that already has a Barcode?
  • Selling of Services
  • Rack, Row & Position of the product
  • Add Products – Products Management
Variations
  • Product Type: Single/ Variable/ Combo/ Bundle
  • Create Product Variations
Import Product
  • Import/Export Products
List Product
  • Activating & Deactivating Product
  • Assign/removing locations of multiple products
  • Bulk Edit Products
  • Duplicate Product
  • Product stock history
  • Delete Product (Bulk delete)
Unit
  • Product Units
Categories
  • Displaying HSN Code for items
  • Product Category (Categorizing products)
Selling Price Group
  • Selling Price Groups (Sell at different prices: wholesale/retail or for different prices for different locations)
Warranties
  • Product Warranty
Print Labels
  • Printing Labels
Import Opening Stock
  • Opening Stock

Manufacturing

  • Manufacturing Module
  • Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Repair Module

  • Device Management / Device Model
  • Job sheet & Repair Status
  • Repair Settings
  • Job Sheet

Purchase

  • Purchase custom fields
  • Adding Bonus or Free Items were given by the supplier
  • Purchase Payments
Add Purchase
  • Adding Purchase
  • Making sales/purchases using advanced balance:
Purchase Requisition
  • Purchase Requisition
Purchase Order
  • Purchase Order

Sell

Sales Order
  • Sales Order
Add Sale
  • Proforma Invoice / Quotation 
  • Sales Subscriptions
  • Making sales/purchases using advanced balance:
POS
  • Cash Denomination
  • Display product unit price in POS Product suggestion
  • Cash Register
  • Featured Products for POS screen
  • Tender Change or Change Return
  • Change POS Keyboard Shortcut key
  • Enable/Disable Product list From POS Screen
  • Make Sales (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
  • Adding & Editing Payment Method or Pay Via options (Custom payments)
List Sell Return
  • Sales Return
All Sales
  • Invoice External URL
Discounts
  • Discounts by Brand, Category, Location

Stock transfer

  • Stock transfer

Stock Adjustment

  • Stock Adjustment
  • Opening Stock

Expenses

  • Expense Refund
  • Adding expenses for an employee or customer, or supplier
  • Create Expense Categories

Payment Accounts

  • Enabling & using a Payment account or bank account
  • Adding & Editing Payment Method or Pay Via options (Custom payments)
  • Setting default payment accounts for payment methods

Reports

  • How to Export Reports ( Excel, CSV, PDF, Print )
  • Reports

Notifications Templates

  • Enable or Disable Auto Sending of notifications
  • Notifications Settings [Email & SMS configuration]

Settings

  • Changing Application/theme Color
  • How to Search in Settings
  • How to Change Your Profile Settings
  • Disabling Printing of Receipts in POS screen
Tax Rate
  • Enable / Disable Inline Tax / Order Tax
  • Indian Users or other Countries with GST support.
  • Create Tax Rate / Group
Business Settings
  • Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others
  • Cash Denomination
  • Reward Points, Royalty points
  • Changing the custom fields labels
  • Setting Business Multiple Locations or Ware House or Storefronts
  • Decimal Precision for Currency & Quantity
  • Adding & Editing Payment Method or Pay Via options (Custom payments)
  • Product expiry and related settings.
  • Sales – Business Settings
  • Business Settings
Business Locations
  • Setting Business Multiple Locations or Ware House or Storefronts
  • Adding & Editing Payment Method or Pay Via options (Custom payments)
  • Setting default payment accounts for payment methods
Receipt Printers
  • Setting up a Thermal Printer for Receipt Printing
Barcode Settings
  • Adding a new barcode settings
Invoice Settings
  • Displaying QR code in invoice
  • Invoice Layout
  • Setting Invoice Scheme
Types of Service
  • Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others
  • Add Different Types of Service
Package Subscription
  • Custom Payment / Modification Payment
  • How to Link Credit or Debit Cards to Your PayPal
  • How to Renew Your Plan
  • Plan Details & Renew Plan

REST API Connector

  • REST API or Connector Module Documentation

HRM Module

  • Shift Management
  • Payroll
  • Biometric Scanner Integration in Attendance
  • Leave Management
  • Attendance Admin & Other Users
  • Sales Target for Employees

Mobile Application

  • Features in KeepMyAccount Mobile Application

FAQ

  • Adding product quantity or adding product stock
  • How to add a product that already has a Barcode?
  • How to use Product barcode
  • Tips & Tricks
  • How to hide the Selling Price Group in the POS window to all cashiers
  • Disabling Printing of Receipts in the POS screen
  • How to add Barcode Scanner
  • Product price details not shown
  • Deleting Products, Sales, Purchase, or any other transactions
  • How to Reset all data

Hardware Support Integration

  • How to add Barcode Scanner
  • Label weighing scale integration
  • How to setup printer to open cash drawer automatically?
  • Setting up a Thermal Printer for Receipt Printing

Asset Management

  • Asset management module

Bookings

  • Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Kitchen

  • Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Woocommerce

  • WooCommerce Module

Catalogue QR

  • Contactless Menu & QR Code Catalogue
  • Home
  • Documentations
  • Products
  • Import Product

Import Product

  • Import/Export Products
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