Guides

Company details, bill books and series, footer lines and the print layout bills go out in. 5 guides.

1. Set up new books Start new SimplyERP books. Enter the shop's details, tick what you sell to set up bill books and GST accounts, then add a customer and an item, and make a bill. 8A
2. Change company details Change the shop details SimplyERP prints on bills and reports. Address, phones, e-mail, PAN, Udyam number, licences, bank account and the Form X signatory. 8A
3. Bill books and series Add a bill book, set the account its bills post to, and choose the number series and the next number of bills and vouchers in SimplyERP's Bill Books & Series. 8C
4. Footer messages Add the lines printed at the foot of your bills, such as terms of sale, interest on late payment and jurisdiction, for one book or for every book of a kind. 8G
5. Print settings Choose the printer that bills, notes and slips print on, and the font of bills, voucher slips and reports, and preview a real bill in the font before you save. 8W

Customers, suppliers, cash, bank and every other ledger: adding, grouping and merging them. 6 guides.

1. Add an account Add a customer, supplier, cash, bank or expense account in SimplyERP, with its city, group, opening balance, address and GST number, and see where it shows. 2A
2. Change an account Change an account's name, phone, group or opening balance in SimplyERP, and add or edit the addresses of a customer or supplier with several branches. 2A
3. Group accounts and set routes and areas Make account groups in SimplyERP, then give the group, representative and area to many accounts together in A/c Grouping, and see where the reports use them. 2C
4. Keep the list of places Add, rename and remove the towns and villages that a bill's place and an account's city are chosen from, so each place is spelled one way in your books. 2D
5. Merge two accounts into one Merge a customer or supplier entered twice into one account. Every bill, receipt and address moves, the opening balances add up and the duplicate goes. 2H
6. Set the order of account types in the Trial Balance Choose the order in which the Trial Balance and the Balance Sheet (Grouped) list your account types, with Alt+Up and Alt+Down or by typing a position. 8M

Groups, packings, items and their prices, opening stock, godowns and the charges bills add. 9 guides.

1. Add a stock group Add a product to SimplyERP's stock as a group. Type its company, technical name, GST rate and HSN once, then give each packing its code, prices and MRP. 3C
2. Change item prices and codes Change an item's code, packs per case, purchase price, sale price and MRP in the item grid, and save every changed row at once with F3. 3A
3. Set up packings Keep the list of packings your items come in, such as 500 ML or 25 KG, and how much one pack holds, so litre and kilogram reports count correctly. 3B
4. Manage item companies Keep the list of companies your products are made by. Add one, rename it everywhere at once, or merge a misspelt company into the right one. 3D
5. Manage technical names and active ingredients Keep the technical names your products are made of, with their active ingredients, so SimplyERP can list alternatives for an item, the ones in stock first. 3T
6. Enter opening stock Enter the stock you already hold when you start with SimplyERP. Give each batch its number, dates and quantity, and see how saving changes the item's stock. 3G
7. Godowns and stock transfers Set up your godowns, say which godown holds each stock entry of an item, and move stock between godowns without changing the item's total stock. 3J
8. Add and change the charges on bills Set up the charges a bill adds or deducts below its items, such as hamali, freight, transport with GST and round off, and choose the account each one posts to. 3N
9. Merge a duplicate item into another Move every bill, batch and stock entry of a duplicate item to the one you keep, then remove the duplicate group. Only items of the same packing can be merged. 3C

Sales, purchases and their returns, Quick Bill on a phone, bills from photos, drafts, and changing a saved bill. 15 guides.

1. Make a sale bill Bill a customer from the keyboard in SimplyERP. Choose the bill type and book, the customer and the items with their batches, then save or print the GST bill. 1FN
2. Make a purchase bill Enter a supplier's bill with its number, dates, rates before GST and batches with Mfg. and Exp. dates. Saving brings the stock in and posts the GST input. 1EN
3. Make a sales return Take goods back from a customer. Name the original bill on each line and its rate, batch and GST come with it; saving reverses the sale and puts the stock back. 1EN
4. Make a purchase return Send goods back to a supplier in SimplyERP. Name the bill on each line; its rate, batch and GST come from it. Saving takes the stock out and cuts your dues. 1FN
5. Add discounts and charges to a bill Give a line up to three discounts, and add freight, transport with GST, a cash discount or round-off to a bill. See how each changes the GST and the books.
6. Add a customer, supplier or item from a bill A customer, supplier or item is not in the books? Press Alt+N on the bill, add it, and return to the same bill with it chosen. Steps on a sale and a purchase.
7. Hold a bill and finish it later with Drafts Serve the next customer while a bill waits. F7 holds an entry in Drafts, 1 Z lists them, and Shift+F7 switches between them. Nothing posts until you save. 1Z
8. Make a multi-book sale Bill pesticides, fertilizers and seeds to one customer in one entry. A bill is saved in each book with its own number, accounts and GST; the customer pays once. 1G
9. Make a quick bill Bill a counter sale in a few taps. Quick Bill lists your fast sellers with − and + buttons, takes units from the nearest-expiry batches and saves a GST sale. 1QN
10. Set up the quick bill Choose the items Quick Bill lists and their order, the sale book it bills in, the fields it shows on opening, and the printer, layout and copies for its bills. 1QS
11. Enter a supplier's bill from photos Make a purchase bill from a supplier's e-invoice QR code and photos of its items. SimplyERP finds each item and checks the totals, and you save the bill. 1EP
12. Edit a saved bill Correct a saved sale bill. Open it from All Bills, press F4, change the customer, date or lines, and save. The earlier version is kept in Changed Bills. 1Y
13. Delete a saved bill Delete a saved bill that should never have been made. Open it from All Bills, press Ctrl+Delete and confirm. Stock and the customer's account are put back. 1Y
14. Print a bill Print a bill the moment you save it, or later from the bill or from All Bills. Choose a full or half page, A4 or A5 paper, one to three copies, or save a PDF.
15. Generate an e-invoice and e-way bill File an e-invoice (IRN) and e-way bill from a saved sale bill. Sign in, enter the transport details, generate, and cancel within 24 hours if needed.

GST and non-GST notes issued and received, other purchases and rate difference notes. 6 guides.

1. Make a GST credit note Record a GST credit note you issue to a customer or receive from a supplier. Choose the party, add the amounts with their GST, save, and see the postings. 1HN
2. Make a GST debit note Record a GST debit note you issue to a customer for an extra amount, or receive from a supplier. Choose the party, add the amounts with GST, see the postings. 1IN
3. Record an other purchase Record a supplier's bill for an expense or service, such as freight, with input GST. No stock moves. Set up the book, enter the bill and see the postings. 1LN
4. Make a non-GST credit note Record a credit note without GST in SimplyERP, such as a scheme discount you give a customer or a discount a supplier gives you, with its particulars to print. 1NN
5. Make a non-GST debit note Record a debit note without GST in SimplyERP, such as interest you charge a customer or a charge a supplier recovers from you, with its particulars to print. 1ON
6. Make a credit note for a rate difference Credit a customer the gap between billed and agreed prices. Type the agreed prices in the Rate Difference Statement and SimplyERP prepares the GST credit note. 7D

Cash and bank receipts and payments, journal entries and the cheques you issue. 5 guides.

1. Record a receipt Record money received from a customer or supplier, in cash or by bank, with the cheque number or transfer type. Each row is saved as its own receipt. 1BN
2. Record a payment Record money paid to a supplier or for an expense, in cash or from the bank, with the cheque number or transfer type. Each row is saved as a payment. 1CN
3. Make a journal entry Record an entry between accounts in SimplyERP with debit and credit rows, such as cash deposited into the bank. A new row starts with the amount that balances. 1DN
4. Keep a register of issued cheques Note each cheque you give out in SimplyERP, see which ones the bank has not paid, clear a cheque with its bank payment, cancel it, or reopen a cleared one. 8I
5. Change or delete a voucher Find a saved receipt, payment or journal entry in SimplyERP, correct its amount, account or date, or delete it, and see what the books show afterwards. 1CM

Goods received before their bill, damages and breakage, and correcting a sale line’s batch. 3 guides.

1. Receive goods before the bill (Goods in and out) Record goods that arrive on a delivery challan before their bill, put them into stock, then link them to the purchase bill so the stock is not counted twice. 1P
2. Record damages and breakage Take stock lost to damage, breakage or leakage out of an item and its batch, correct the quantity later, or delete the entry to bring the stock back. 1V
3. Change the batch of a sale line Find the sale lines with a missing or wrong batch in SimplyERP, open the bill, pick the right batch and save, and see the batch stock follow the change. 8H

The admin PIN, keyboard shortcuts, favourites, text size and other settings. 5 guides.

1. Set an admin PIN Set an admin PIN for changing or deleting saved bills, vouchers and setup, while counter staff still make new bills. Unlock, lock, change or remove it. 8R
2. Saved suggestions Save the narrations, transport names, titles and subareas you often type so SimplyERP offers them. Add, search and edit the lists, and see where they appear. 8N
3. Change the text size and colours Make SimplyERP's text larger or smaller and choose a light, dark or high contrast colour theme. Both choices are kept on the device and apply at once. 8T
4. Put your screens on Home Keep the screens you open most on Home under your own names. Add a screen from any screen or with F9, open it by letter, rename, reorder or remove it.
5. Keyboard shortcuts Every key SimplyERP uses on Windows and Mac: save, print, mark, move between fields, open menus and more. Press F1 on any screen to see that screen's keys. 8V