Quotation Creation – KeepMyAccount : Open Source Cloud ERP Solution

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Documentation guide for Quick Learning KeepMyAccount Cloud ERP Solution.

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Getting Started

2

Setup Your Business Details and Settings
New Business Registration and Setup

Home

1

Home Dashboard View Explained

User Management

4

How to Change Your Profile Settings

Create Roles

Create Users

Sales Commission Agents

Commission Agent

Contacts

13

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

Contacts Management (Supplier & Customers)
Adding Discount for Customer/Supplier on Balance due:
Customer & Supplier Ledger /Statement

Contacts Management (Supplier & Customers)
Adding Discount for Customer/Supplier on Balance due:
Customer & Supplier Ledger /Statement

Customer Groups

Customer Groups

Products

24

Correcting product stock mismatch or incorrect stock in different reports
Lot number
Product expiry and related settings.

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

Product Type: Single/ Variable/ Combo/ Bundle
Create Product Variations

Import/Export Products

Activating & Deactivating Product
Assign/removing locations of multiple products
Bulk Edit Products
Duplicate Product
Product stock history
Delete Product (Bulk delete)

Product Units

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)

Product Warranty

Printing Labels

Import Opening Stock

Opening Stock

Manufacturing

2

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

Repair Module

4

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

Purchase

7

Purchase custom fields
Adding Bonus or Free Items were given by the supplier
Purchase Payments

Adding Purchase
Making sales/purchases using advanced balance:

Purchase Requisition

Purchase Requisition

Purchase Order

Sell

16

Sales Order

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

Invoice External URL

Discounts by Brand, Category, Location

Stock transfer

1

Stock transfer

Stock Adjustment

2

Stock Adjustment
Opening Stock

Expenses

3

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

Payment Accounts

3

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

2

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

Notifications Templates

2

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

Settings

31

Changing Application/theme Color
How to Search in Settings
How to Change Your Profile Settings
Disabling Printing of Receipts in POS screen

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

1

REST API or Connector Module Documentation

HRM Module

6

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

Mobile Application

1

Features in KeepMyAccount Mobile Application

FAQ

10

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

4

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

1

Asset management module

Bookings

1

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

Woocommerce

1

WooCommerce Module

Kitchen

1

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

Catalogue QR

1

Contactless Menu & QR Code Catalogue

Quotation Creation

Draft & Quotation

Do the accounting and finance-related responsibilities of your organization the smart way with the all-new ‘KeepMyAccount’- the simple cloud-based accounting software!

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Cloud ERP Software Inventory Accounting Warehouse Management Sales Purchase Budgeting Barcode Repair Site visit Restaurant Booking Kitchen Online shopping HRM Asset Management Essentials API QR Code Catalog Cloud-based Accounting etc…

Custom Payment INR
Custom Payment USD

Quick Links

Terms of Use

Privacy Policy

Acceptable Use Policy

Cancellation and Refund

Support

Pricing and plans

Help & FAQ

Cookies Policy

Shipping & Delivery

Contact Us

Contact Us

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[email protected]

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