FAQ

Master Module QUESTIONS

How to create a single Item ?

Go to Master >> Item > Item Master > enter the item details and it’s attributes details, GST Group, HSN code, mention Cost Price and Retail Price and mention whether Retail Price is Tax inclusive or not and then SAVE.

How to determine the item is Tax Exclusive or Tax Inclusive?

It depends. In some cases the GST adds with selling pirce , sometimes GST is inclusive within the Selling price (Retail Price).

How to create almost similar item, where only one parameter of the item from the previously created item need to be changed?

Open Item Master >> create a item along with all the attribute details and down the screen click on the option “Save and Clone”, itwill save the created item and same information will be appear for getting saved. In this case only the Stock no will be changed .

How to create Bulk item master at one go from Excel file data?

Create an Excel file with all column header as it appears in Item Master Screen and add ‘Op.Bal. Qty’ column to enter Opening Balance. And then import this data in Item master through Master >> Item > Item Master Import.

Purchase QUESTIONS

How to make purchase entry by importing data from Excel format?

Process will be same as Item Master Import, only change there will be two more colums, which are TransRate (The Rate you are purchasing with) and TransQty (Number of Qty you are purchasing).

How to add few other costs involved while making purchase?

Master > Addon/Deduction > select Taxable Addon (if the addon is taxable), else select non-taxable Addon, in case the addon is not taxable. And go to purchase after all the item entry select this addon from Additional Info.

How to address if one consignment is with Tax and other without Tax?

At the end of Item entry in Purchase, click to “Addl. Info” button. Ther is a Tax Inclusive option, Tick there if the consignment is Tax Inclusive, else do not tick, it will be Tax Exclusive only by default.

Sales QUESTIONS

How to make sales Entry with or without Customer?

While you are in Sales Entry Screen, skip entering name in Customer entry place, system will understand that the entered bill is without customer entry.

How to ensure the Sales man name can be entered ?

Go to System >> System Configuration >> feature > enable Sales Staff Commission. Then come to Master in main menu of QuickBill and will find an option called Sales Staff, enter the name and if you feel number is important, please fill it and save. While in Sales Entry you will be able to select sales man name, you can press Enter button there to create a new Sales Man also.

How to see Item wise GST while entering the sales entry?

In sales screen, go to Settings>> enable “Display Item Tax Description”>> Save. In Sales Screen you will find a column as “Item Tax Description”.

Can Tax be skipped in spite of item defined in any Tax slab in Sales Entry time?

Yes. In sales screen, go to Settings>> Enable “Provide Option To Skip Tax Calculation”. It will skip tax Calculation of all items, in spite you have defined Tax against each item before.

Can Tax be skipped in spite of item defined in any Tax slab in Sales Return time?

Yes. In sales screen, go to Settings>> Enable “Provide Option To Skip Tax Calculation in Sales Return”. It will skip tax Calculation of all items, in spite you have defined Tax against each item before.

Discount / Promo QUESTIONS

How to define Several Discounts Item wise?

How to deifine Several Bill Level Discount?

Similarly go to Master >> Item >> Discount / Factors > Bill Level Discount>> define it and save it.

How to define Several Promotions in QuickBill?

Go to System >> System Config >> Feature >> Enable Sales promo > then in main screen > Master > Sales Promo > there you will find four options which are like below image:

Promotion Options – Click for image

Can Tax be skipped in spite of item defined in any Tax slab in Sales Return time?

Yes. In sales screen, go to Settings>> Enable “Provide Option To Skip Tax Calculation in Sales Return”. It will skip tax Calculation of all items, in spite you have defined Tax against each item before.

Sales Return QUESTIONS

How to make Sales Return with the Bill Reference?

Transactions > Sales Return > enter the name of customer, if you have entered > In Reference No column, press F4, it will display the bills, select the bill to make sales Return. You can also select the specific Items from the list of item in that selected Invoice. After that save the bill, it will show you two options,which are “Generate Credit Note” and other one “Refund Cash“.

How to do Sales Return without any Any Bill Reference?

In sales Screen, there is a sales return button with Red colour, click that > select the item to return and then select the item to Sale and then system will show you the difference amount only and settle the bill.

Can I make Purchase Return of few items, referring the Vendor's Invoice Reference?

Yes. Transaction > Purchase > Purchase Return > select Supplier > from Ref. No Column > Press F4 > it will list all the purchase from this supplier > select your desired purchase Invoice> you can take it full or Partial also and save . It will generate a Debit Note for you.

Report QUESTIONS

How to get Sales Report with Sales Return?

Report > Analysis > Sales > and generate with your desired period. Sales and Sales Return will be part of this Report.There are many other options, you will get similar report

How to generate GST Reports and will it generate Jeson file for uploading to Govt. Portal?

Report > GST Return > GSTR1, GSTR2, GSTR3B is ready for you. On the bottom of the Report you select the option E-Return JSON. The JSON file will be created in ..\QuickBill\Export Folder.

Is there any user defined Reports in QuickBill?

Yes. You can create your own report through Report > Designer > Sales or Purchase or Stock.

Do you have more questions?