Plz follow these steps: Navigate to the "Purchases" section on the left menu bar click on the "Add Purchase" sub-menu option. Select supplier, date and status of purchase (Ordered/Pending/Received). Recommended status of purchase is Received. Enter other details of...
CloudBiz Knowledgebase
How can I categorize my product’s with categories?
Plz follow these steps: Log in to your CloudBiz software with the appropriate credentials. Click on the “Product” section on the left menu bar then click on the “Category” sub-menu. Click on the “Add” button at the top right of the section and you will see a popup....
How to edit a product?
Plz follow these steps: Navigate to the “Product” section on the left menu bar then choose the “List Products” sub-menu option and click on it. You will see a table of products. Search product name/SKU/barcode in the search box. Navigate to “Actions” click on it....
How to add new products with opening stock?
Plz follow these steps: Click on the "Products" section in the left menu bar then click on the "Add New Product" sub-menu. Required fields have an * sign with their names. Enter required details (required fields have * sign on it) and enable “Manage Stock” also enter...
How to add advance payment to a supplier?
Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box. Navigate to “Actions” click on it and click on the “Pay” link...
How to check a supplier’s ledger?
Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box Navigate to “Actions” click on it and click on the “Ledger” link....
How to check a customer’s ledger?
Plz follow these steps: Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu. You will see a table of your existing customers. Search customer name in search box. Navigate to “Actions”, it is present in the first column of all...
How to edit customer personal details?
Plz follow these steps: Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu. You will see a table of your existing customers. Search customer name in search box. Navigate to “Actions”, it is present in the first column of all...
How to add customers with opening balances?
Plz follow these steps: Log in to your CloudBiz software. Navigate to “Contact” on the left menu bar section then choose the “Customers” menu option and click on it. Click the “Add” Button on the right side after the filter section. It will pop-up form to add...
How to edit supplier’s personal details?
Plz follow these steps: Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu. You will see a table of your existing suppliers. Search supplier name in search box Navigate to “Actions” click on it and click on edit link. Update...