Getting Started
- Onboarding experience for new users and a reference point for existing users who want to explore the app's capabilities.
Prerequisite
Company Registration
- You will need to have a company registered before you can login the app.
- To register a company
- Tap on the Register on the Login Screen
- Enter details for all the fields. You can register using only your phone number / email.
- Tap on Register
- Go back to the Login screen and login into the app using your valid credentials.
Setting Up your Organisation
Step 1 Create Product
- To create product a product in AstraERP Mobile
- Go to Invoice|Sales
- Select Product|Services
- Tap on the New Button in the top right corner of the page
- Select Product type and complete the required field
- Tap on Save
| Field | Description |
|---|---|
| Product Type | Select whether your product is a goods or service |
| Product Name | Identify the specific goods or service |
| Product are bought/sold in | Indicate how the product is packaged |
| Quantities in Package | If products are sold in boxes or packs, how many individual items make up a full box |
| Cost price | Indicate the amount you bought the product from the suppliers |
| Selling price | Indicate the amount you are going to sell the product to the final consumer |
Step 2- Receive Stock.
- A document indicating the stock a seller has purchased from supplier, its quantities and their prices. To create a Receive stock
- Go to Invoice|Sales
- Tap on Receive Stock
- Tap on the New Button in the top right corner of the page.
- Fill in the required details
- Tap on Save
- Post to Inventory
| Field | Description |
|---|---|
| Date Received | Select the date you bought the product from the suppliers. if you already have the stock and you are a first time user, please select the current date |
| Vendor | Indicate the supplier you bought the goods from. If you do not want to save the suppliers' information, please select Backlog Supplier |
| Paid | Indicate whether you have paid for the goods or payment would be made later. |
| Payment Account | There is a default payment account(Cash-in-hand) in the system. You can add more payments account in the Charts of Account |
| Add item | Add the product you are purchasing from suppliers, its right quantities and cost prices |
Step 3 Cash/Credit Sales
- A financial transaction which confirms the supply of products between the seller and the customer.
- To create Cash/Credit Sale
- Go to Invoice|Sales
- Select credit|cash sale
- Click New Button in the right corner of the page
- Fill in the required details
- Add items
- Click Process
- Add payment details
- Click Save