Getting Started!

how to register your business in accoxi?
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System Requirements General

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Settings

Organization Setup and Settings
Partner Info
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Financial Year
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TDS Configuration
TCS Configuration

Branch

Create branch
Changes Reflected After the Branch Update

Dashboard Sales

Sales invoices
Point of sales
Recurring Sales Invoices
Sales Order
Sales estimates
Delivery Challan
Credit Notes
Sales Person
Customer Route
Payments received
E Way bills

Loyalty

Loyalty Card
Card Info
Loyalty Customer
Card Scheme

E Commerce

Online Store Settings
Dashboard
Sale Order
Products
Offer
Banner
Featured Category
Delivery Executive
Product Type Specification Allocation
Pincode Allocation
Delivery Settings
Product Stock Report
Customer Report
Sale Order Report

Purchase

Purchase invoice
Recurring Purchase Invoices
Purchase Order
Goods Received Note
Debit Notes
Supplier Route
Payments Made
Landing Cost
Bills balance writeoff
Debit Note Apply invoice
Apply debit note
Bills
Supplier Advance Adjustment in Purchase Invoice
Advance Adjustment in Bills
Bills Search Export Option
Debit Note Export Option
Recurring Invoices Export Option
Purchase Search Export Option

Accounts

Search Accounts
General Ledger
GSTR-1
GSTR- 2A
GSTR- 3B
GSTR- 2A RECONCILIATION
Receipts
Payment
Journal
Salary
Recurring Journal
Bank deposit
Bank Withdrawal
Bank Transfer
Bank Reconciliation
Transfer Fund
Receive Fund
Account Group
Ledger
Opening Balance

Cost Centre

Manage Cost Centre
Cost Centre Allocations
Cost Centre Summary

Organization Unit

OU Dashboard
OU Search
Monthly Analysis
OU Report

Inventory

Items
Category
Sub category
Brand
Product Type
Group
Rack
Godown
Unit
Shelf
Stock Transfer
Physical stock
Stock reorder level
Stock Journal
Stock Summary
Barcode printing
Barcode Printer Settings
Material Requisition
Opening Stock
Weighing Scale Data
Rate Update

Customer Supplier Reports

Accounts Payable
Account Receivable
BALANCE SHEET REPORTS
Cash Book
Day book reports
HSN/SAC Report
Ledger Report
Profit and Loss Account Report
Salary Report
TCS Detail Report
TCS Summary Report
TDS Details Report
TDS Summary Report
Trial Balance Report
Trial Balance Between Date Report
Advance Receipt Report
Payments Received Report
Refund History Report
Time to Get Paid Report
Audit Log Report
GST Report
GST Report Split Up
GSTR-1 Report
GSTR-2A Report
GSTR-3B Report
Branch counter wise sales
Branch Wise Customer Report
Branch Wise Daily Statement
Branch wise sales
Branch Wise Sales By Items Report
Branch wise stock
Branch Wise Top Selling Product
Consolidated P and L
Consolidated Stock
Consolidated Stock Ledger
Fast Moving Products
Inventory Summary Report
Price List Report
Product Aging Report
Product Batches Report
Product Brand Report
Product Expiry Report
Product Reserved Detailed Report
Product Reserved Summary
Product Sales Report
Product List Report
Route Wise Party Report
Stock Book Report
Stock Ledger Report
Payables aging details reports
Payables aging summary reports
Supplier balances reports
Debit Note Report
Landing Cost Report
Product Purchase Report
Product Returns (Purchase) Report
Purchase details reports
Purchase List (Tax Report)
Purchase Order Report
Purchase by Items Report
Purchase by Items Summary Report
Recurring Purchase Report
Supplier Payment Refund Report
Receivables Aging Details Report
Receivables Aging Summary Report
Customer Balances Report
Counter wise Sales Report
Credit Notes Report
Customer Payment Refund Report
Sales Daily Statement
Sales Estimate Report
Product Returns (Sales) Report
Recurring Invoices Report
Sales by Items Report
Sales by Items Summary Report
Sales by Sales Person Report
Sales Details Report
Sales List (Tax Report)
Sales Order Report
Top Selling Product Report
Payments Made Report
Refund History Report in Supplier Payments
KFC REPORTS
Sales by Customer Report
Purchase by Supplier Report
Bill Details Report
Bill List (Tax Report)

UAE VAT

Dashboard
Sales
Sales invoices
Point of sales
Recurring Sales Invoices
Sales Order
Sales estimates
Delivery Challan
Credit Notes
Sales Person
Customer Route
Payments received
Loyalty
Loyalty Card
Card Info
Loyalty Customer
Card Scheme
Purchase
Purchase invoice
Recurring Purchase Invoices
Purchase Order
Goods Received Note
Debit Notes
Supplier Route
Payments Made
LandingCost
Serial Number Tracking
Accounts
Search Accounts
General Ledger
Receipts
Payment
Journal
Recurring Journal
Salary
Bank deposit
Bank Withdrawal
Bank Transfer
Bank Reconciliation
Transfer Fund
Receive Fund
Account Group
Ledger
Opening Balance
Cost Centre
Manage Cost Centre
Cost Centre Allocations
Cost Centre Summary
VAT Return
Bill Of Entry
VAT Audit Report
Excise Tax Audit Report
Customer
Supplier
Inventory
Items
Category
Sub category
Brand
Product Type
Group
Rack
Godown
Unit
Shelf
Stock Transfer
Physical stock
Stock reorder level
Stock Journal
Stock Summary
Barcode printing
Barcode Printer Settings
Material Requisition
Opening Stock
Weighing Scale Data
Reports
Accounts Payable
Account Receivable
Balance Sheet
Cash Book
Day book reports
Ledger Report
Profit and Loss Account Report
Salary Report
Trial Balance Report
Trial Balance Between Date Report
Advance Receipt Report
Payments Received Report
Refund History Report
Time to Get Paid Report
Audit Log Report
Branch counter wise sales
Branch Wise Customer Report
Branch Wise Daily Statement
Branch wise sales
Branch wise stock
Branch Wise Top Selling Product
Consolidated P and L
Consolidated Stock
Product Brand Report
Consolidated Stock Ledger
Fast Moving Products
Inventory Summary Report
Price List Report
Product Aging Report
Product Reserved Detailed Report
Product Reserved Summary
Product Sales Report
Product Serial No Report
Product List Report
Route Wise Party Report
Stock Book Report
Stock Ledger Report
Product Batches Report
Payables aging details reports
Payables aging summary reports
Supplier balances reports
Debit Note Report
Landing Cost Report
Landing Cost Summary Report
Product Purchase Report
Product Returns (Purchase) Report
Purchase details reports
Purchase Order Report
Purchase by Items Report
Purchase by Items Summary Report
Recurring Purchase Report
Supplier Payment Refund Report
Receivables Aging Details Report
Receivables Aging Summary Report
Customer Balances Report
Counter wise Sales Report
Credit Notes Report
Customer Payment Refund Report
Sales Daily Statement
Sales Estimate Report
Product Returns (Sales) Report
Recurring Invoices Report
Sales by Items Summary Report
Sales by Sales Person Report
Sales Details Report
Sales Order Report
Top Selling Product Report
Payments Made Report
Refund History Report in Supplier Payments

GODOWN IN ACCOXI

GODOWN in ACCOXI is used to enter the GODOWN details where the products are stored. User can store the product in different godowns. So Accoxi enables the user to enter the data of the Godown. It can be created and viewed from Inventory Module  Godown of ACCOXI.

How to Manage Godown/Warehouse?

In the Godown dashboard of Accoxi, different products can be stored in different warehouse sections and update the data whenever necessary. The products are added on a time-to-time basis. Based on the nature or type of products, the user has the choice to categorise and update the products in different godowns.

Key features:

Created godowns can be viewed in a single window
Can filter the GODOWN according to its active and inactive status
Easy creation of GODOWN without going through deep procedures.

OPTIONS AVAILABLE IN GODOWN MENU:

By clicking the inventory module and selecting the GODOWN menu user will be redirected to a GODOWN window where the user will be able to view all the GODOWNS created

1. FILTER

The filter option in the Godown Search window helps the user to filter the godown data shown in the window

The filter of the godown search can be done in two ways- either the user can directly enter the godown name into the search bar near the filter option or by clicking the filter drop-down. Users can filter the data by entering the godown name, godown number, and godown status.

2. NEW

A new godown can be created by clicking on the New Godown option.

Steps to add a NEW GODOWN:

Select Inventory Module and click the GODOWN option
Select the new GODOWN button and it will redirect the user to the new GODOWN form
In that enter GODOWN name and GODOWN NUMBER. Then set the status of the GODOWN
Click Save

FIELDS	DESCRIPTION
GODOWN name	To enter the name of the GODOWN
GODOWN number	To enter the GODOWN number
Active	To activate or deactivate the GODOWN status
#	Shows the serial number of the data in the table
GODOWN name in the table	Shows names of previously entered GODOWN
GODOWN no. in table	Shows GODOWN number of previously entered GODOWN
Status	Shows the status of previously entered GODOWN data
Edit	Can be used to edit previously entered GODOWN data
Color filter	Shows inactive GODOWN in red color so the user can easily identify active and inactive GODOWN
Pagination Control	It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, user can jump to the said page.
Save	GODOWN created can be saved
Cancel	Cancels the data entered in the new GODOWN window
Exit	To exit from the whole GODOWN window.

DATA AVAILABLE IN GODOWN SEARCH TABLE

FIELD	DESCRIPTION
#	The serial number of the data is displayed here
GODOWN NAME	The name of the GODOWN created is shown in this column
GODOWN NO.	GODOWN number of the GODOWN created is displayed in this section
STATUS	The status of the GODOWN is shown here as active or inactive

3. REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

4. EXPORT

The GODOWN list can be exported to Excel format. Click the Export button at the top right corner near the +New button. Select the file location and click Save.

5. COLOUR FILTER

The inactive GODOWN will appear in red color in the search.

6. Edit

To edit the GODOWN data this option can be easily accessed and it will redirect the user to change the GODOWN name column and the user can update the GODOWN name and status of the GODOWN

7. Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking Go button, user can jump to the said page.

8. Exit

Below the pagination control, there is exit button. If you want to exit the GODOWN search page click on exit button.

Frequently Asked Questions?

01How to add a new Godown?

Go to Inventory Module-Godown
Click on New Godown.
Enter “Godown Name” and “Godown No”
Select the check box near to “Active” option if the Godown is active.
Click on Save

02How to export the Godown data?

Go to Inventory Module-Godown
Click on Export option at the top right corner of the page
Warning message related to Export appears, click on Ok button.
Choose the File Destination
Click on Save

03How to inactive a Godown?

Inventory Module-Godown
Select the required data in edit mode
Untick the checkbox against active option and Save the Godown form

04How to delete a Gdown?

You cannot delete Godown data once created. It can only be edited.

05How to edit a data related to Godown?

Inventory Module-Godown
Select the required Godown data in edit
Make necessary changes
Click on save button.

How to operating Godown or Multiple Warehouses?