help.octfis.com

Zoho Assist

In Client PC: Log In Client's Email

Search Mail by "Dishant Savaliya" --> Click on " Click here to Sign Doc" --> write Company name & Email Id of dealer --> Next --> Tick on box, Agree&continue --> Scroll Down --> Add details Sign Date, dealer Code, org. name and client name --> Finish -->Click on Email to Me

AP Demo --> Go to Setting --> User & Roles --> Invite user --> Email Id of Client (From Training Sheet) and Organization name --> Send

DeSearch Noreply/Itconnect --> Join Account --> Org.Name and password --> Sign Incided the final name

1. Organization Profile : Organization Name,Industry, Address, Verify Dealer Code --> Save

2. Opening Balance (Set Opening Date) : settings --> preference --> Items --> General --> Inventory Date

3. User & Roles: Explain (To Inform not to change User & Role)

4. Warehouse & Branch

5. Preferences (Voucher releated Settings) --> General --> untick Timesheet --> Discount,Shipping Charge, Tax, Round off --> Save

6. Currencies Settings

7. E-way Bill Setup --> Enable --> Mention Credential of E-way bill

8. Taxes Settings --> GST Setting--> General --> Verify GSTIN

9.Reporting Tags ( Filter Available only P&L report)

10. Templates settings --> Header: Organization Address --> Configure --> Street 1,2,Mobile, Email Id. Label: Invoice No,Item Table: Sr.No.,Total, Footer: Add Bank details,Signature, Terms & condition."

11. Email (Set Primary Email) --> Sender Email Preference--> New Sender --> Name,Email--> Save. Mark as Primary.

12. Devloper Space-Connection -->Types Of Connection -View all- My connection-Zoho books (Connect)

In OCTFIS System --> Zoho inventory --> User & Role --> Add User.

In Client System --> Gmail --> Join Account"

1. Dashboard

1. All Asian paints item

2. Create new item

3.Composite Item

4. Price list

5.Inventory manage

6.Inventory Adjustments

1.How to create bank

Link the bank

1.Create Customer

2. Estimate

3.Sales Order

4.Delivery challan

5.Tax Invoice

6.Invoice (Retail Invoice)

7.Payment received

8.Recurring Invoice

9.Credit Note

1. Create Vendor (To create a Vendor of AP)

2.Mention All GST No. of asian Paints

3.How to fetch AP Bills,Credit note,Debit Note in ZB

4.Expenses (Recurring Expenses)

5.Purchase Order

6.Bill (Recurring Bills)

7.Payment made

8.Vendor Credit (Debit note)

1. How to create E-way bill & Explanation

1. Sales Report

2. Purchase Report

3. Item stock Report

4. Balance Sheet

5. Taxes Report

6. How to filter & Schedule

Change Role (octfis & Itconnect role change -AP Restricted Role)

Share Support Details information via Mail Template