IMS TUTORIAL 12   – SERVICES, MY CUSTOMER AND ACCOUNTING MODULE  

SCREEN 1 – SERVICE MODULE

  • Click on the service module (encircled in yellow)
  • Later to add an service click on the + sign  (encircled in green)

SCREEN 2

  • As the new window opens fill in the type of service in the service name (in this case mintainence service).
  • Fill in the service code if any, in the price column fill in the charges for the service along with the taxes in the tax columne.
  • Select the vendor name who is rendering the service in the vendor name.
  • Later click the save button.  

SCREEN 3 – MY CUSTOMER MODULE

  • My coutomer module is a place to record the details of the B2B clients.
  • Click on the my customer module and as you land on the customer dashboard click on the + sign.

SCREEN 4

  • As the customer details form opens fill in the details like the brand name and the business name of the customer.
  • Later fill in the details like the email id, phone number and the GSTN number in the given columns.
  • Legal entity can be chosen from the drop down option.
  • As you scroll down you can select the relevant options as seen in the right hand side screen. For eg if the customer is a franchisee or not select yes or no etc.

SCREEN 5

  • As you scroll down fill in the address of the outlet along with all the relevant details.
  • Once all the details are filled scroll up and click on the save button in the top right button of the screen.
  • This way create a new customer in the IMS module

SCREEN 6 – ACCOUNTING MODULE

  • Accounting module is used record paid payments.
  • To start accounting transaction first click on acconting module and then click on the create contact.

SCREEN 7

  • In the new contact sheet fill in the details of the vendor.
  • In the name column fill in the name and then select the contact type from the drop down number.
  • Later map the supplier, fill in their phone number and the email id.
  • Later click on create contact button and a new contact has been created.

SCREEN 8

Later click on the record paid payment option (encircled in green)

SCREEN 9

  • As you land on the record paid payments choose the payment type.
  • Select the contact and the payment date along with th bill number.
  • Amount will be reflect by default.
  • Tick on the payment mode i.e. cash / neft or cheque option.
  • Notes if any need to be added to the note section.
  • Later click on the record payment in the upper right hand side.

SCREEN 10

In the accounting module one can create credit note and the debit note.

SCREEN 11 – CREDIT NOTE

  • Fill in the customer name, billing address, fill in the invoice from the drop down list.
  • Fill in the reason of creating the credit note and reference number if any in the relevant column.
  • In case of any further desctiption the same can be entered in the enter description space.
  • Later click on the save button on the upper right hand side of the screen.

SCREEN 12 – DEBIT NOTE

We can raise a debit note also in the same way we had raised the credit note

This brings us to the end of the IMS module -12 … Thank you

Comments
All comments.
Comments