Welcome to our KeepMyAccount Cloud ERP system! We are glad that you have chosen us to help you manage your business. In this blog post, we will guide you through the steps to set up your business details so that the system works according to you.
– After login in, you will be redirected to the homepage.
– You should first set up your business details so that the system works according to you.
– Setup your business by adding the below-mentioned details:
1 – Tax Rates: Set up taxes and tax groups for your products and services. You can create different tax rates for different locations, categories, or customers. You can also create tax groups that combine multiple tax rates into one. For example, you can create a tax group called “GST” that includes both CGST and SGST rates. To learn more about how to set up taxes and tax groups, click on the “Read More” link below.
2 – Business Settings: Add some more details about your business, such as your name, logo, currency, time zone, and language. The more information you provide, the better it will be for you. For example, you can use your logo and address to personalize your invoices and receipts. You can also choose your preferred currency and time zone to avoid any confusion or errors in transactions. To learn more about how to add business settings, click on the “Read More” link
3 – Business Location: Add multiple business locations/storefronts/warehouses if you have more than one place where you operate your business. You can assign products, customers, suppliers, and users to different locations. You can also track the inventory and sales of each location separately. also Add some more details about your business address, contact information, Email, Website, Invoice template selection, payment method, etc., To learn more about how to add business locations, click on the “Read More” link
4 – Invoice Settings: Customize invoice number as per your need. You can customize the invoice number/scheme and also invoice layouts. For example, you can use prefixes or suffixes to indicate the location or date of the invoice. You can also choose from different invoice layouts that suit your business style and preferences. To learn more about how to customize invoice settings, click on the “Read More” link
6 – Brand: Add all the brands that you sell or manufacture. You can use brands to group your products and make them easier to find and manage. You can also filter your reports by brands to see how each brand is performing in terms of sales and profit. To learn more about how to add brands, click on the “Read More” link
7 – Units: Add product units (pieces, boxes, kilograms, meters, hours, liters, etc) that you use to measure your products. You can create different units for different types of products. For example, you can use pieces for clothing items and liters for beverages. You can also create unit conversions to convert between different units of the same product. For example, you can convert between kilograms and grams for a product that is sold in both units. To learn more about how to add units and unit conversions, click on the “Read More” link
8 – Categories: Add categories & Sub-Categories for your products and services. You can use categories and sub-categories to organize your products and make them easier to find and manage. You can also filter your reports by categories and sub-categories to see how each category is performing in terms of sales and profit. To learn more about how to add categories and sub-categories, click on the “Read More” link
9 – Barcode Settings: Set up the barcode sticker details for printing labels. You can choose from different barcode types, sizes, formats, and fonts for your barcode stickers. You can also customize what information you want to include on your barcode stickers, such as product name, price, SKU, etc. To learn more about how to set up barcode settings, click on the “Read More” link
We hope this doc has helped you understand how to set up your business details in our system. If you have any questions or feedback, please feel free to contact us at any time. We are always happy to help you grow your business with our system.
