Online Cloud Trade Business Management Software Tutorial
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Transcript of Online Cloud Trade Business Management Software Tutorial
![Page 1: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/1.jpg)
Prepared by
cloud-aps team [email protected] , [email protected]
Online Cloud Trade Business Management Software Version-1
Copyright®: CLOUD-APS.COM all right reserved
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Index
• Step-1: Signup/Create Account• Step-2: Chart of Account• Step-3: Product Entry• Step-4: Product Update Price• Step-5: Products Purchase• Step-6: Products Sales• Step-7: Sales Voucher Print• Step-8: Product Inventory• Step-9: Voucher Entry• Step-10: Ledger Report• Step-11: Account Head Setting for Report• Step-12: Profit/Loss Account• Step-13: Balance Sheet
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Application Access
1. Using any standard web browser (Mozilla Firefox, Crome, Safari) go to https://cloud-aps.com
2. A page will come like bellow page-
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Signup (www.cloud-aps.com)
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Registration1. Click on the “Sign Up” link, a page will come like bellow-2. Fill up form, providing email, password3. Select ‘Trade Management’ Module/Application.4. An email will be sent and you will be forward to login to Trade &
Accounting Management Login Page
![Page 6: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/6.jpg)
1. Go to https://cloud-aps.com/apex/f?p=920 2. In Log In page provide user name and password and click on “Sign In”3. After sign in you will get the picture like bellow
Login Trade Management System
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1. At Home page in quick start guide click on Chart of Account Add/Edit link2. You will see default chart of accounts already set for you (if not you shall
have to create). Now you can edit or create new account head3. To create new chart account head click on “Create” button a page will
come like bellow image
Chart of Account
![Page 8: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/8.jpg)
1. Let us say we want to create a bank account head name “Citi Bank” under a group head “Bank”
2. Now select: Parent = “Bank”, Account Head ID = “1107”, Account Head Name = “Citi Bank”, Account Head Type = “Asset”, Is Transactional = “Transactional”, Is Active = Checked
3. Now click on “Create” button. And Its done4. This way one by one account will be created and finally should looks like
next slide
• Note: to create group you just need to select Is Transactional = “Group”, a group account head can not show in voucher entry form, It uses only in report page for grouping purpose
Create Chart of Account
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![Page 10: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/10.jpg)
Product Entry
1. At Home page in quick start guide click on Procuct Add/Edit link
2. You will see default Product already set for you (if not
you shall have to create). Now you can edit or create new Product.
3. To create new Product click on “Create” button a page will come like bellow slide
![Page 11: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/11.jpg)
Product Entry
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Product Update Price
• Go to setting link , click on “Product Update Price”, you will get Product list .
• Update Buy Price, Mrp Price & Min Level. And Click on “Submit” button.
![Page 13: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/13.jpg)
Product Purchase
Tick
1. Go to Home Page, click on “Product Purchase”, you will get Product Purchase Form. 2. Input (‘Transaction Type’, ‘Supplier’ & ‘Invoice No’ ) Field And Click on “Save” button.3. Input (‘Product Item’, ‘Quantity’, ‘Buy Unit Price’ & ‘Expire Date’ ) Field And Click on
“Add” button.4. Transaction is Complite. Click on “Is Complete” Check
![Page 14: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/14.jpg)
Product Sales• Go to Home Page, click on “Sales”, you will get Product Sales Report. • Click on “Create” Button.
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Product Sales
• Display Sales Entry Form• Select (‘Transaction Type’, ‘Client Name’ ) Field And Click on “Next” button.
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Product Sales
• Display Product List Form• Select (‘Product Item, Remarks, & Quantity’ ) Field And Click on “Next” button.
![Page 17: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/17.jpg)
Product Sales• Display Product Rate Form• Input (‘Discount PCT, Adjust Amount, Payment Type and Other Field’ ) Field And Click
on “Save” button.• Transaction Is Complete, Click “Freeze/End Transaction” Button
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Sales Voucher Print• Display Product Sales Report• Click on “ ” Button. And display Report
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Product Inventory
Go to Home Page, click on “Inventory”, you will get Inventory Report.
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Voucher Entry
• Go to Home Page, click on “Voucher Entry”, you will get Voucher Report. • Click on ‘Create’ Button, Display Voucher Entry Form.• Input Field And Click on “Create” button.
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Voucher Report
![Page 22: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/22.jpg)
Report Head Setting
• When you click on the print button at top left print icon ( ), a heading will appear, You can change “Report Head”as per your company need.
• To Add/Edit Report Head Setting at home page click on “Report Head Setup” • Go to setting , select module , head name and fill head value . You will get
report head which is used in the top of any page .
![Page 23: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/23.jpg)
Ledger Report
• In report section click on Ledger Report• select date range , click on submit button. You will get expected report like bellow
![Page 24: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/24.jpg)
Income/Expense Statement
• In report section click on Income/Expense statement, • select account head and put date range , click on submit button. You will get
expected report like bellow
![Page 25: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/25.jpg)
Account Head Setting for Report
• To generate “Profit & Loss Account” and “Balance Sheet” report you need to setup 4 top head like “Income”, “Expense”, “Asset” and “Liability” . By default it has been set for you. If it is not configure correctly then report will not show exactly
• To manage auto voucher entry for sale and purchase you also need to set “TRD_AF_CASH”, “TRD_AF_SALE”, “TRD_AF_PURCHASE”. To configure setting, at home page click on “Account Head Setting”
• It should show like bellow page, if 4 item not showing perfectly, click Edit link or “Create” button for add new row.
![Page 26: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/26.jpg)
Trial Balance Report
1. In report section click on “Trial Balance” Report2. select date range , click on submit button. You will get expected report like bellow
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Profit & Loss Report
• In report section click on Profit & Loss Account Report• select date range , click on submit button. You will get expected report like bellow
![Page 28: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/28.jpg)
Balance Sheet Report
• In report section click on “Balance Sheet” Report• select date range , click on submit button. You will get expected report like bellow
![Page 29: Online Cloud Trade Business Management Software Tutorial](https://reader035.fdocuments.net/reader035/viewer/2022062705/556cc704d8b42aba548b4da3/html5/thumbnails/29.jpg)
Administrative Setting
1. Our all cloud applications are integrated as module basis. You can manage all users, module access security, Page access security from central ERP Control Panel https://cloud-aps.com/apex/f?p=901
2. After log in to this module you will get user manual link at left bottom corner.
3. With the given help manual you can be able to manage all administrative task.
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Thank You [email protected]