Step - 1 : Login OneBook
Go: Type your Application url on browser then login window appear as following and ask for login user and password you got from an email provided by OneBook , just type and click on LOGIN button.
Step - 2 : Add your companies logo from menu Options.
Go: [ From menubar click on] Settings > Company > Company Logo
From the following image:
1. Select the change of LOGO portion [ This logo appearr on login page ]
2. Select the change of Portlet Logo portion [ This logo appear on the Portlet namely "Company Profile" under Dashboard ]
Company Logo: Click on "Change" button then click on Browse.. buttons and select the login page image must be 230x155 px and .PNG.
Portlet Logo: Click on "Change" button then click on Browse.. buttons and select your login page image must be 231x47 px and .PNG.
Add your company report header
Go: Settings > Company > Report Header
Step - 3 : :Add a bank account by OneBook
At first you need to add your useful bank names.
Go: Parties > New Bank
Go: Settings > Accounting > New Bank Account [Note: You can choose New account for add any kind of accounts]
Chose your desired options from add page like Account Type,Sub Account, Account Code,Opening Date, Opening Balance and click on Save button.
Step- 4 : Add an inventory, Item and Product by OneBook
a. For a New Inventory go from menubar to "Inventory > New Inventory".
Throw your desired information to add a inventory with Basic Information,Name,Opening Date,With Account,Branch,Note,Address(Country,State,City,Thana,PostOffice,Postcode,Section,Road,House etc.
b. Add a new ITEM. [Note: This item will use to catagorise your products]
Go: Inventory > New item
Add an item with the name, its type and features.[Note: "Name" Mendatory]
c. Add a New Product.
Go: Inventory > New Product
Add a product with detail Product Information like item,name of product, various kind of prices, discount, UOM, H.S Code, GST Rate, Product Type etc.
Step- 5 : Add a Party by using OneBook
a. Add a Vendor by using OneBook
Go: Parties > Vendors > New Vendor
Throw the information about your vendor here like Basic Information includng GSTin number,Company Information,Company Contact Information,Address Information,Account Information.
b. Add a Customer by using OneBook
Go: Parties > Customer > New
Throw the information about your customer here like Basic Information includng GSTin number,Company Information,Company Contact Information,Address Information,Account Information.
Step-1 : Purchase Invoice:
Go: Invoices > Add New Purchase Invoice
Step-2 : Purchase Invoices:
There is many useful printablea and downloadable invoices which releted to your purchase, for example, for get Purchase Order GST invoice :-
Go: Invoices > Purchase Invoice List > Click on your desired PO> Select the invoice namely “Purchase Order GST Invoice” from the Report tool of right-top corner.
For example:-
Step-1: Add a Sales Order
Go: Invoices > Add New Sale Invoice
Step-2 : Print Sales Invoices.
Go: Invoices > Sale Invoice List > Click on your desired SO> Select the invoice namely “GST Invoice” and more . from the Report tool of right-top corner.
Purchase Delivery:
Step-1: Add a Purchase Order Delivery:
Go: Invoices > Purchase Invoice List> Click on your desired PO > Select the delivery option namely “Add Delivery” from the Delivery tool of right-top corner.
Step-2: GST Delivery Invoice:
Go: Orders > Purchase Orders > Click on your desired PO > Click on Delivery Tab > Click on delivery Voucher> Click on Report tool of right-top corner.
Sales Deliveries:
Step-1: Add Sale Delivery :
Go: Invoices > Sale Invoice List > Click on your desired SO > Select the delivery option namely “Add Delivery” from the Delivery tool of right-top corner.
Step-2: Generate printable GST Delivery Challan
Go: Invoice > Sale Invoice List > Click on your desired SO > Click on Delivery Tab > Click on Delivery Voucher [SD] > Click on Report tool of right-top corner.
