How to set Master Configuration in BharatBills

Software configuration or Master Configuration is the task of tracking and controlling changes in the software, It provides the structure for the finished software master. It establishes what template and packages to use, what build steps to follow, and the directory structure of the final master. BharatBills have the separate section for the same.

Click on the setting option on the top right corner of the window :

Setting Option

BharatBills have the number of options:

  • Change Password – User can change the current password
  • Change Theme – User can change the software theme as BharatBills have the number of themes
  • Manage User Roles – If a company have the number of users then the company can decide the role or right to access for a user
  • Master Configuration – User can set the software as per the requirements
  • SMS Templates – User can create the SMS templates himself.
  • User Bill Prefix – Admin can decide the Bill prefix for every user
  • User Location  Amin Can assign the location to every user
  • Shortcut Keys – List of all shortcuts keys in software
  • Refer a Friend –  User can refer anyone who wants to buy GST Billing Software
  • View Referrals –  List of all referred person by user
  • Support Software – for any support from technical team user can download the support software from here.

 

Steps to set Master Configuration in BharatBills:

  • Click on Settings -> Master configuration
Master configuration
  • Under Master configuration, there are below options –
    • Production – If a user wants to maintain the production then this option needs to be enabled. Following statuses are possible:
      • Enable – The Production Menu option will be visible in the main Menu List.  More details about the production section can be found here.
      • Disable – If the user doesn’t need the Production Management Functionality, Disabling this option will remove the ‘Production’ from the Main Menu.
    • Delivery Challan – A delivery challan is a document created during the transportation of goods from one place to another which may or may not result in sales. This is sent along with the shipped goods. It contains the details of the items shipped, the quantity of those goods, buyer and delivery address. Following statuses are possible:
      • Enable – The Delivery Challan Menu option will be visible in the main Menu List.  More details about the delivery challan section can be found here.
      • Disable – If the user doesn’t need the Delivery Challan Functionality, Disabling this option will remove the ‘Delivery Challan’ from the Main Menu.
    • Transport – Trasport option is available at the time of document creation like Sale/ Purchase/ Quotation / Proforma Invoice etc.  Following statuses are possible:
      • Enable – The Trasport option will be visible at the time document creation.

        Transport Enable
      • Disable – If the user doesn’t need the Transport section, Disabling this option will remove the ‘Transport section’ at the time of document creation.
        Transport Disable

         

    • Discount – Discount is required when user going to create a transactional document like Sale/Purchase/quotation etc. Bharatbills support product wise discount Following statuses are possible:
      • Enable – Discount option will be available at the of document creation

        Discount Option
      • Disable – If the user doesn’t need the Discount option, Disabling this option will remove the ‘discount option’ from the document.

        Discount Disable
    • AUOM (Alternate Unit of Measure) – AUOM option is available at the time of document creation like Sale/ Purchase/ Quotation / Proforma Invoice etc.  Following statuses are possible:
      • Enable – The AUOM option will be visible at the time document creation.
      • Disable – If the user doesn’t need the AUOM option, Disabling this option will remove the ‘AUOM’ from the document.
    • Debit Notes – A debit note is a document used by a vendor to inform the buyer of current debt obligations, or a document created by a buyer when returning goods received on credit. The debit note can provide information regarding an upcoming invoice, or may serve as a reminder for funds currently due. Following statuses are possible:
      • Enable – Debit Notes Menu option will be visible in the Menu List under sales and supplies section. More details about the Debit Notes section can be found here for Supplier and for a Customer.
      • Disable – If the user doesn’t need the Debit Notes Functionality, Disabling this option will remove the ‘Debit Note‘ from the Menu.
    • Credit Notes – A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons. A credit note is also known as a credit memo, which is short for “credit memorandum.” Following statuses are possible:
      • Enable – Credit Notes Menu option will be visible in the Menu List under sales and supplies section. More details about the Credit Notes section can be found here for Supplier and for a Customer.
      • Disable – If the user doesn’t need the Credit Notes Functionality, Disabling this option will remove the ‘Credit Note‘ from the Menu.
    • Salesman – A Salesman is a man whose job involves selling or promoting commercial products, either in a shop or visiting locations to get orders. A sales commission is additional compensation the employee receives for exceeding expectations. Employers pay employees a sales commission to incentivize the employees to produce more sales and to reward and recognize people who perform most productively. Following statuses are possible:
      • Enable – The Salesman Menu option will be visible in the main Menu List.  More details about the Salesman section can be found here.
      • Disable – If the user doesn’t need the Salesman Functionality, Disabling this option will remove the ‘Salesman’ from the Main Menu.
    • Shortcuts – If a user wants to work with shortcuts in BharatBills then this option needs to be enabled. Following statuses are possible:
      • Enable – Click on this option if you want to use shortcut keys
      • Disable – If the user doesn’t need the shortcut keys Functionality, Disabling this option will not work with shortcut key in BharatBills.
    • Auto Daily SMS –  BharatBills use to send a notification SMS to its users on daily bases to inform him about his daily number of sales and purchase. If you want notification this option needs to be enabled. Following statuses are possible:
      • Enable – Click on this option if you want to use that feature of BharatBills.
      • Disable – If the user doesn’t need the notification. Disabling this option will send you Daily SMS.
    • Recurring Invoice – A recurring invoice is a type of invoicing in which a supplier or merchant automatically charges a customer for goods or services at regular intervals. The charges will continue until an agreed-upon termination date or when the customer withdraws permission. Following statuses are possible:
      • Enable – Click on this option to avail the benefit of this option.
      • Disable – If the user doesn’t need the recurring invoice Functionality.

 

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