Online User Guide (1.0_1224)

Getting Started

Introduction - Uniq365

What is Uniq365? Uniq365 is a cloud-based Enterprise Resource Planning (ERP) solution designed...

How Uniq365 Works

How does Uniq365 work? Uniq365 is a cloud-based Enterprise Resource Planning (ERP) system desi...

Account Book Creation

Overview

Signup for Uniq365

Create New Account Book

Deleting Account Book

Update Business Info

Update User Account

Access Uniq365

Overview

Login to Uniq365

Switching Books

Mobile App Access

Change Password

Subscriptions

Overview

Subscription Plans & Prices

Account Book Subscriptions User Subscription Text here Special Applications

Admin Control Panel

Subscription Renewal Upgrade & Plan Add-on Payment History User Managem...

Account Book Setup

Overview - Settings

Company Profiles

Users & Roles

GST/VAT Tax

Currency Table

Accounts Posting Settings

System Defaults

Document Numbering

Select Customized Documents

Languages

Purchase Module

Overview - Purchase Module

Create New Supplier

Supplier Maintenance Supplier Type Supplier Account Group Payment...

Purchase Order

Purchase Invoice

Purchase Returns

Report & Queries

Sales Module

Overview - Sales Module

Create New Customer

Customer Maintenance Customer Groups Customer Account Groups Payment...

Sales Quotation

Sales Order

Sales Invoice

Sales Return (Credit Note)

Reports & Queries

Inventory Module

Overview - Inventory

Create New Product

Product & Service Maintenance Product Group Product Account Group ...

Stock Transactions

Stock Transfers

Stock Take

Reports & Queries

Finance (General Ledger)

Overview - General Ledger

Create GL Account

Chart of Account Tax Table Currency Table PDSU Table

General Ledger

Journal Voucher

Revaluation Transactions

Year Ending

Reports & Queries

Finance (Cash Book)

Overview - Cash Book

New Cash Book

Cash/Bank Setup

Cash Book Transaction

Bank Reconciliation

Reports & Queries

Finance (Receivables)

Overview - Receivables

Create New Customer

Customer Maintenance Customer Groups Customer Account Groups Payment...

AR - Customer Receipt

AR - Credit Note

AR - Debit Note

AR - Customer Invoice

Reports & Queries

Finance (Payables)

Overview - Payables

Create New Supplier

Supplier Maintenance Supplier Type Supplier Account Group Payment Mode ...

AP - Supplier Payment

AP - Credit Note

AP - Debit Note

AP - Supplier Invoice

Reports & Queries

POINT OF SALES

Overview - POS

Create New Customer

Customer Maintenance POS Terminal POS Payment Modes

POS Transaction

Report & Queries