Thank you for using Store Manager.  You will be relieved of many of the boring/monotonous accounting chores from now on.  The following is the Table of Contents which contains links to the individual topics in the manual.

 

TABLE OF CONTENTS:

Setting up Store Manager to suit your business.

Pre-Installation Notes

Installation

Setting up your Company

Setting up Departments

Setting up Products

Setting up Services

Setting up Packages

Setting up Customers

Setting up Vendors

Chart of Accounts

Setting up Taxes

The Customer Loyalty

Setting up Store Manager to suit your business.

Setting up Departments

Setting up Taxes

The Customer Loyalty

Making Things Work.

Vendors and Products

Products and Taxes

Customers and Taxes

Entering Business Transactions in Store Manager.

Purchases

Sales

Rentals

Cash Receipts

Cash Payments

Cash Transfer

Stock Transfer

Miscellaneous

Other Stuff.

Reports

Options

Limitations and Problems

Synch up 

Manual

At the end of the document we have tried to describe in brief the flow of activities you should
ideally follow.


Transactions:

This menu gives you access to the various business transactions you can enter through Store
Manager.

Some points to be noted about the transactions in Store Manager:

No transaction is editable once it is entered.  Only certain transactions can be Cancelled.
Each transaction carries a serial number and the date of the transaction which cannot be
edited by the user.
Most of the transaction screens have drop-down lists for selecting different items.  For e.g.
almost all the screens under Purchases have a drop-down list of vendors from which you
can select one, while all screens under Sales will have a similar drop-down list for the
customers.
Also since most of the screens involve products, there is a grid in each of these screens which
allows you to select products and their attributes like prices, quantity etc.  Each grid has
a drop-down list built into it, mostly in the left-most column from which you can select a
product.

(Note:  Store Manager does not check for duplication of a product.  If you selected the same
product twice, for e.g. in Shipment screen, you will end up recording the purchase of a single
product two times in the same transaction.)

OPTIONS:

This menu provides two options:  Show or hide the button bar that appears to the left side of
the screen, and show or hide the product locator.  The button bar is a simple way of opening
forms directly, without going through the menus.  You can switch it on or off using the Show
Menu Bar option.  Product locator is a simple utility to search for a product using its name
or barcode.  The Locator will search for the product using this information and return details
like the Shelf Number, the quantity in hand and the selling price.  This acts as an easy
reference tool to the sales clerk.


                    




FLOW OF ACTIVITY:
=============

First, you have to set up a company.  This is a pre-requisite to all the functions of Store Manager.
Set up departments if you had opted for Departments during Company Setup.  Unless you set this up, you can't
enter products.
Then set up products and services.  Between products and services, there is no preference.  This is a pre-requisite
to setting up packages, establishing the relationship between vendors and products, setting up taxes and entering
purchase, purchase returns and vendor PO transactions.
Set up packages.  You can omit this step if you do not wish to bundle two or more products/services.
Set up customers.  You can omit this step if you do not wish to have any customers.  This step is a pre-requisite for
defining Tax Exemptions, issuing invoices, sales returns and Customer POs.  OTC Sales can be entered without any
customers.
Set up Vendors.  This is a pre-requisite for setting up Vendor Product relationship, recording purchase/shipments,
purchase returns and Vendor POs.
Set up Taxes.  This can be omited if you want to work without any taxes.  This is a pre-requisite to setting up taxes
on products, setting up Tax Exemptions for customers and the taxes being calculated while selling.
Set up Loyalty.  This can be omitted if you do not wish to implement customer loyalty.

Once the Master menu is finished, you can move on to the Relations menu.
Set up Vendor-Product relationship.  This is a pre-requisite for receiving shipments and entering Vendor POs.
Set up Product Taxes.  This may be omitted if you have not set up any taxes, or if you do not wish to calculate
taxes while selling.  This is a pre-requisite for calculation and payment of taxes while selling.  (Note:  You can leave a product/service without setting up any taxes on them.  This will mean the product/service is exempt from all taxes.)
Set up exemptions for customers using Customer Tax.  This may be skipped if no customers are exempt from taxes.  This is a pre-requisite to the tax calculation during sales, and if you skip this altogether, customer will be treated as having no exemptions.

In the Transactions, again, there is a flow.
You can place Vendor POs, or record Customer POs at any time, and these two activities are isolated, i.e. not dependant on any other activities.
Since you need to have some stock in hand before you sell, you have to record purchases/shipments before you can sell.  So Purchases will be the first step.  This is a pre-requisite for Purchase Returns and Payment to Vendors.  However since there is a possibility that some products may also have opening balances, this step is not a strict pre-requisite for selling.
Recording Sales through OTC and Invoice are not related to each other directly.  You can take up any activity from these two any time.
Any type of sale, OTC or Invoice, is a pre-requisite for recording Sales Returns and Receipts from Customers.
Rental Issues is a pre-requisite for Rental Receipts, so you have record the issue of goods on rental first, and then you can record goods rented out being returned.
In case of Cash Receipts and Payments, the Other Receipts and Other Payments do not have any dependancy on any other transaction or entity.  You can enter these two types of transactions as and when you need.
Receipts from customers require that you have recorded Invoice Sales against these customers.
Similarly Payments to Vendors require that there are Shipments made against the respective vendors.
For Funds Transfer, you need to have more than one account under the Cash group.  Otherwise you simply do not need this transaction.
Also for Stock Transfer, you need to have two or more types of stocks, for eg. the normal Stock in Hand, Estore Stock and Rental Stock etc.
For miscellaneous transactions, again there is no dependancy on any other transaction or entity.  You can enter these transactions as and when you need.

This, in short, is what can get you going with the Store Manager.