Company Setup
Taxes
Tax System - (REQUIRED) Select from the drop down list the tax system you use in your country.
Australia (GST) - For Australia where the requirement is that taxes for each item are included in the items price and not listed separately.
Canadian (GST/PST) - For Canada where the requirement is that both PST and GST are used. However you can elect to not pay PST or GST by clicking on the appropriate checkbox in the Customers database. You also select in the Customers database the choice of charging the two taxes separate and then adding them to the total invoice or charging GST after adding the PST tax to the item. (Normally called PST on GST.
Canadian (HST) - For Canada where there is only one tax charged.
European (VAT) - For the European market.
International (GST) - For countries where the requirement is to add tax on each item sold.
United States (TAX) - For the United States and countries that charge more than one type of tax for each item sold. The taxes are added together and then added to the Item.
Tax # - (OPTIONAL) Enter your Tax number here. If you are a Sole Proprietary (not a corporation) owner you may not want to enter your Social Security Number as this number is printed on Purchase Orders, etc.
City Tax Rate (%), County Tax Rate (%), State Tax Rate (%) - (OPTIONAL) Enter the default tax rate to be used for figuring taxes on Invoices, etc. If you do not wish to enter the tax rate here you can do so in the Customers database for each customer. This is also true for Vendors. Enter the value as a decimal. i.e., 6.5% tax rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Tax Items on Purchase Orders - (OPTIONAL) You may be required to pay taxes when you purchase items from a vendor. If you do then you must check this box so that the taxes can be figured. You have the option to uncheck it for each Purchase Order you create.
Tax Inventory Items - (OPTIONAL) Check this box to add the Item Is Taxable anytime you add a new Inventory Item. This can be unchecked if you choose on the Inventory Item database.
Tax Shipping Charges - (OPTIONAL) You may be required to pay taxes when you ship items on the shipping as well as the items. If you do then you must check this box so that the taxes can be figured. You have the option to uncheck it for each Shipping Charge you create.
Inventory
Do Not Track Inventory - Check this box if you do not wish to keep track of inventory. You can still use inventory as a means of storing items you sell, etc. However the amount on hand, backorder, serial numbers, etc. will not function.
Do Not Remove Inventory For Quotes - Check this box if you wish to create quotes and not update the inventory at the same time. When you change the quote to an Invoice it will automatically update the inventory. Leave it blank if you wish to update the inventory when you create a Quote.
Price 1 Label - Price 6 Label (OPTIONAL) You may enter a different label for each of the Prices in the Inventory. This allows you to use something other than Price1, etc. This is a global setting for the Inventory reports, displays, etc. You can also create a unique label for each Price on the Inventory item itself in the Inventory Database which will override the global setting.
Use Inventory Mark Up - (OPTIONAL) Check this box if you wish to have your inventory automatically marked up when you add new items. The mark up is figured based on the item cost times the percentage you enter and then added. (COST * MARK UP % = AMOUNT TO INCREASE; PRICE1 = COST + AMOUNT TO INCREASE). Note this only figures the mark up for Price 1. To figure the markups for the other prices you may use, they must be figured manually. (Note that Inventory Mark Up (%) is disabled unless you check this box.)
Inventory Mark Up (%) - (OPTIONAL) The percentage amount to mark up items. Enter the value as a decimal. i.e., 6.5% mark up would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Use Restocking Fee - (OPTIONAL) Check this box if you use a restocking fee for items returned to inventory when applying credits. The restocking fee is figured based on the total credit that is being refunded minus taxes and shipping cost. (Note that Restocking Fee(%) is disabled unless you check this box.)
Restocking Fee (%) - (OPTIONAL) The percentage amount to charge. Enter the value as a decimal. i.e., 6.5% mark up would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Shipping
Add Shipping Charges - (OPTIONAL) Check this box to add shipping charges to all Invoices. This value can be overridden when creating a new Invoice. (Note that Tax Shipping Charges, Select Shipping Method, Shipping Zone, and Shipping Charge are disabled unless you check this box.)
Tax Shipping Charges - (OPTIONAL) Check this box to tax shipping charges on all Invoices. This value can be overridden when creating a new Invoice.
Select Shipping Method - (OPTIONAL) Select the global shipping method from the drop down list of shippers. You may add new methods by typing in the name of the shipper instead of selecting one of the items in the list. The new shipper will be added and can be used in other areas of the software where selecting a shipping method is an option.
Shipping Zone - (OPTIONAL) Enter the standard shipping zone you charge from.
Shipping Charge - (OPTIONAL) Enter the standard shipping charge you charge for shipping items. This value can be overridden when creating a new Invoice.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.