Contact Management Archives - Docs - CALCFY`

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Documentations

Getting Started

1

Setup Your Business Details

Business Setup

2

Register Your New Business
Setting Multiple Business Locations or Ware House or Storefronts

Contact Management

4

Customer & Supplier Ledger
Adding Opening Balance & Payment
Contacts Management (Supplier & Customers)
Customer Groups

Products

14

Products Management
Bulk Edit Products
Delete Product
Variations
Product Units
Product Category (Categorizing Products)
Product Expiry and Related Settings
Lot Number
Selling Price Groups
Product Warranty
Printing Labels
Duplicate Product
Mis-Match or Incorrect Stock
Stock Adjustment

Sell / Sales

11

Selling (POS Screen)
Selling of Services
Sales Return
Sales Subscriptions
Cash Register
Invoice Layout
Invoice External URL
Keyboard Shortcuts
Discounts by Brand, Category, Location
Reward Points, Royalty Points
Types of Service

Purchases

2

Purchase Management
Purchase Payments

Expenses

1

Manage Expenses or Expenses for an Employee

Payment Accounts

2

Payment Accounts or Bank Accounts
Default Payment Accounts for Payment Methods

Tax Settings

2

Tax Rates, Tax Groups & Disabling Tax
GST Tax Support

Reports

1

Purchase, Sales, Product Stock, Expenses & Tax Reports

Business Settings

5

How to Search in Settings?
Business Settings
Setting Invoice Format
Barcode Settings
Custom Fields Labels

Hardware Support

2

Barcode Scanner
Setting up a Thermal Printer for Receipt Printing

Notifications

2

Email & SMS Notifications Configuration
Auto-Sending of SMS & Email to customer

User Management

3

Adding users & assigning locations to a user
Role Management
Using Commission Agent Feature

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Contact Management

Contact Management

Customer & Supplier Ledger
Adding Opening Balance & Payment
Contacts Management (Supplier & Customers)
Customer Groups

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