Oprate Calbiz Mannual

1. Crate Business Account :

Login page / Click On Create An Account

2.Login Page :
Register Business Account Click On Login Button
 Oprate Calbiz Mannual

3. Orgnization Details
Open System Then Click Top Left Business Name Update Business Details
 Oprate Calbiz Mannual

4. Upload Logo/ Signature

Open System Then Click Top Left Business Name Then Click Upload
Logo/Signature Tab Then Click On Browse Button Select Logo Click Upload
Button Same As Signature
 Oprate Calbiz Mannual

5.Create Customer / Supplier / Employee

Click On Left Side Menu Parties Tab

Crate Customer : Select Type Is Cusomer

Create Supplier : Select Type Supplier

Create Employee : Select Type Employee

 Oprate Calbiz Mannual

6.Add Item Details

Click On Left Side Menu Item Tab

I.Add Item

II. Add Servises

Click Servises Tab

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III. Add Group

Click Group Tab

IV. Add Sub Group

Click Sub Group Tab

 Oprate Calbiz Mannual

V. Add Brand

Click Brand Tab

VI. Add Unit Of Measure

Click Unit Tab

 Oprate Calbiz Mannual

VII. Add Location

Click Location Tab

7.Add Tax Details

Click On Left Side Menu Tax Tab
 Oprate Calbiz Mannual

8. Create Purchase invoice

Click On Left Side Menu Purchase Tab

Creating purchase invoice this are following step

1. Select Supplier is compulsary

2. Select Payment Mode is compulsary
3. Enter Bill No
4. Enter Bill Date
5. Enter Received Date
6. Enter PO No
7. Enter PO Date
8. Enter Transport Mode
9. Enter Vehicle No
10. Enter Supply Date
11. Enter Shipping Address
12. Select Item Name
13. Enter Quantity
14. Enter Description
15. Press Enter Button on Price
 Oprate Calbiz Mannual

Verify Purchase Invoice

Click On Left Side Menu Purchase Tab Then Click On Verify Purchase
Invoice Tap
 Oprate Calbiz Mannual

8. Create Sale invoice

Click On Left Side Menu Sale Tab

Creating sale invoice this are following step

1. Select Date
2. Select Customer iS Compulsary
3. Enter Payment Mode is compulsary
4. Select Place Of Supply
5. Enter Sales Person
6. Enter Transportation Mode
7. Enter Vehicle No
8. Enter Supply Date
9. Enter Shipping Address
10.Select Mobile No
11.Select Item Name
12.Enter Quantity
13. Enter Description
14. Press Enter Button on Price
 Oprate Calbiz Mannual

9. Add Stock
Click On Left Side Menu stock Tab

10. Add Exepenses

Click On Left Side Menu Expenses Tab
 Oprate Calbiz Mannual

11.Cash Statement
Click On Left Side Menu Account Tab then Click Cash in Hand Tab

12.Add Bank Account

Click On Left Side Menu Account Tab then Click Bank Account Tab
 Oprate Calbiz Mannual

13. Contra Statement

Click On Left Side Menu Account Tab then Click Contra Tab

14. Party Account

Click On Left Side Menu Account Tab then Click Party Account Tab
 Oprate Calbiz Mannual

15.Create Receipt
Click On Left Side Menu Account Tab then Click Receipt Tab

16. Create Payment

Click On Left Side Menu Account Tab then Click Payment Tab
 Oprate Calbiz Mannual

17.Report
Click On Left Side Menu Record Tab

18.Sale Setting
Click On Left Side Menu Setting Tab And Right Side Setting Icon
 Oprate Calbiz Mannual

19.Purchase Setting
Click On Left Side Menu Setting Tab And Right Side Setting Icon

20.Print Settting
Click On Left Side Menu Setting Tab And Right Side Setting Icon
 Oprate Calbiz Mannual

21.General Setting
Click On Left Side Menu Setting Tab And Right Side Setting Icon

22.Item Setting
Click On Left Side Menu Setting Tab And Right Side Setting Icon