Horizon ERP Tutorial

Horizon ERP Tutorial

Masters


Customer
GST billing software-Customer Creation Window

Customer Creation

Areas, Routes, Categories, Groups are to be defined first for better MIS reports. It is useful for finding the customers,bills,reports those are belongs to a particular area,route, category & group.

  1. Add New - For adding new customers(Customer are persons who purchases goods or services produced by your business).
    • Code and Name fields are mandatory.
    • Customer Area/Route Creates in - Masters → area/route
    • Area of customers to which it belongs. To be select from the list on the right.
    • Route of customers to which it belongs. To be select from the list on the right.
    • Category To be select from the list on the right.
    • Group To be select from the list on the right.
  2. GSTIN Enter customer GSTIN number.
  3. State must be selected from the list on right side.
  4. Email-Id send bill pdf to the customer via mail.
  5. Credit Controls
    • Bill Credit Limit : How much credit is allowed per bill.
    • No. of Credit days : Max number of credit days allowed for a customer for a bill.
    • Credit Limit : Overall credit limit of the customer.
    • No. of pending bills : Max number of pending bills allowed per customer.
  6. Series Selection - Setting the default billing or purchase series for customers
    • Billing Series : Masters → Series → add series for sales.
    • Purchase Series : Masters → Series → add series for purchases.
  7. Last Section
    • Not tax Exempt : For including the item tax in billing to the particular customer.
    • Tax Exempt : For excluding the item tax in billing to the particular customer.
    • Is Interstate : Tick 'Is Interstate' if the customer is from a different state.
    • Registered Dealer : Tick 'Registered Dealer', if the customer has a valid GSTIN.
    • Is Active : If 'Is Active' is ticked we are able to see the customer.
    • Save : To save the screen.
    • Clear/mark> : Clear the screen.
    • Delete : Tick and update for deleting a customer.

Search

GST billing software-Customer Search Window
  1. Search : Search for already created entries for viewing and editing.
  2. Search Criteria
    • Customer Wise
    • Category Wise
    • Group Wise
    • Area Wise
    • Route Wise
  3. Input the characters for which the data is to be filtered.
  4. List of filtered data.
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