Acculance SaaS
POS, Inventory, Accounting SaaS Application
Acculance SaaS is a multi-tenant SaaS application that caters specifically to aspiring SaaS entrepreneurs. With ownership of the script, you gain the flexibility to design your pricing plans and market subscriptions to your clientele. This empowers your customers with a comprehensive web application to effectively manage their expenses, purchases, sales, payments, accounting, inventory, and a multitude of other functions.
With the newly released version v3.0, we have undergone significant enhancements to the application, rendering it even more versatile and suitable for a diverse spectrum of businesses. Start your SaaS business today with Acculance SaaS.
Changelog
We have launched our new version 3.0.2. With the newly released version v3.0.0, we have undergone significant enhancements to the application, rendering it even more versatile and suitable for a diverse spectrum of businesses. Start your SaaS business today with Acculance SaaS.
Latest version 3.0.2 Published on March 28, 2024 |
---|
* Added - Mail test connection. |
* Added - SMS test connection. |
* Added - Export to excel format. |
* Added - Today profit report on tenant panel. |
* Added - Client receivable report on tenant panel. |
* Added - Collection by User report on tenant panel. |
* Added - Sales by user report on tenant panel. |
* Added - Multiple currency at central panel. |
* Added - Select currency at central panel. |
* Added - Live currency exchange feature. |
* Update - Admin email update on the central panel. |
* Fixed - Undefined newNumber issue at "Balance sheet". |
* Fixed - Other issues. |
Version 3.0.1 published on December 28, 2023 |
---|
* Added - Export table data to CSV File on the tenant panel. |
* Added - Supplier payable report on the tenant panel. |
* Added - Client receivable report on the tenant panel. |
* Update - Admin email update on the central panel. |
* Fixed - Pricing plan search issue on the central panel. |
* Fixed - Pricing plan price update issue fixed. |
* Fixed - Login with the registered email fixed on the tenant panel. |
* Fixed - Client profile page tab search issues fixed on the tenant panel. |
* Fixed - Mobile menu issue fixed for both admin and tenant. |
Version 3.0 published on September 13, 2023 |
---|
* Added - Sidebar Resource Menu on the central panel. |
* Added - Stripe based subscription dependency removed from central panel. |
* Added - Subscription request added on the central panel. |
* Added - All subscriptions added on the central panel. |
* Added - Team welcome notification added on the central panel. |
* Added - Mail settings added on the central panel. |
* Added - SMS settings added on the central panel. |
* Added - Payment settings added on the central panel. |
* Added - Manual subscription added for the tenant. |
* Added - Paypal subscription added for the tenant. |
* Added - Stripe subscription added for the tenant. |
* Added - Subscription request added for the tenant. |
* Added - Subscription payments and invoice added for the tenant. |
* Added - Default Client added in general settings on the tenant panel. |
* Added - Default Account in general settings on the tenant panel. |
* Added - Default Vat Rate in general settings on the tenant panel. |
* Added - Default settings updated in POS on the tenant panel. |
* Added - POS sale created by Enter button press on the tenant panel. |
* Added - POS product search issue fixed on the tenant panel. |
* Added - Import clients via CSV file on the tenant panel. |
* Added - Import suppliers via CSV file on the tenant panel. |
* Added - Import products via CSV file on the tenant panel. |
* Added - Add client from POS page on the tenant panel. |
* Added - Add product from POS page on the tenant panel. |
* Added - Add client from invoice create page on the tenant panel. |
* Added - Add product from invoice create page on the tenant panel. |
* Added - Add client from quotation create page on the tenant panel. |
* Added - Add product from quotation create page on the tenant panel. |
* Added - Add supplier from purchase create page on the tenant panel. |
* Added - Add product from purchase create page on the tenant panel. |
* Added - Product price added in barcode on the tenant panel. |
* Added - Client Ledger added on the tenant panel. |
* Added - Supplier Ledger added on the tenant panel. |
* Added - Account Ledger added on the tenant panel. |
* Added - Client Welcome Email & SMS Notification on the tenant panel. |
* Added - Supplier Welcome Email & SMS Notification on the tenant panel. |
* Added - Invoice Email & SMS Notification on the tenant panel. |
* Added - Purchase Email & SMS Notification on the tenant panel. |
* Added - Quotation Email & SMS Notification on the tenant panel. |
* Added - Invoice Payment Email & SMS Notification on the tenant panel. |
* Added - Purchase Payment Email & SMS Notification on the tenant panel. |
* Added - Add Invoice Payment From Invoices Page on the tenant panel. |
* Added - Add Purchase Payment From Purchases Page on the tenant panel. |
* Added - Add Supplier From Purchase Create Page on the tenant panel. |
* Added - Add Product From Purchase Create Page on the tenant panel. |
* Update - UX/UI Design Update on the tenant panel. |
* Update - UX/UI Design Update on the central panel. |
* Update - Table Design update on the tenant panel. |
* Update - Table Design update on the central panel. |
* Update - Invoice Show Page design update on the tenant panel. |
* Update - Purchase Show Page design update on the tenant panel. |
* Update - Quotation Show Page design update on the tenant panel. |
* Update - Performance Update on the tenant panel. |
* Update - Performance Update on the central panel. |
* Update - Security Update on the central panel. |
* Update - Security Update on the tenant panel. |
* Fixed - Inventory Adjustment Issue on the tenant panel. |
* Fixed - Inventory PDF Export Issue on the tenant panel. |
* Fixed - Inventory Product Search Export Issue on the tenant panel. |
* Fixed - Purchase Payment Issue fixed on the tenant panel. |
* Fixed - Quotation create and edit input double number issue fixed on the tenant panel. |
* Fixed - POS page VAT select overflow issue fixed on the tenant panel. |
* Fixed - PDF issue fixed on the tenant panel. |
* Fixed - Reports issue fixed on the tenant panel. |
* Fixed - Paginate Issue in POS Search fixed on the tenant panel. |
* Fixed - Invoice edit issue fixed on the tenant panel. |
* Fixed - Invoice return issue fixed on the tenant panel. |
* Fixed - Inventory Adjustment issue fixed on the tenant panel. |
* Fixed - Landing page edit fixed on the central panel. |
* Update - Others page design update on the central panel. |
* Update - Others page design update on the tenant panel. |
* Fixed - Other issues. |
2.1 published on December 27, 2022 |
---|
* Fixed - Stripe payment settings update. |
* Fixed - Tenant dashboard page invoice table. |
* Fixed - Tenant panel VAT Rate numeric number input. |
* Fixed - Installer issue fixed. |
* Fixed - Other issues. |
2.0 published on November 28, 2022 |
---|
* Fixed - After the Trial Period, the Subscription Issue was Fixed. |
* Update - Edit page reset button removed. |
* Fixed - Installer issue fixed. |
* Fixed - Other issues. |
Version 1.0 Published On November 1, 2022 |
---|
* Initial Release. |
Updating
We're excited to announce the release of our new version 3.0.2! In this update, we've diligently addressed several existing bugs and introduced some new modules to enhance your experience. The best part? We've kept all database-related elements untouched, making the update process incredibly simple. Here's how you can seamlessly update your system:
- Take a backup for images located in the public folder.
- Begin by downloading the latest source code from your Envato account.
- Delete all files and folders in your project directory except the "Storage" folder and the ".env" file.
- Now, upload the updated source code to your project's root directory.
- Now, upload you backup images to the public folder again.
- That's it! You're now equipped with the latest version.
Should you encounter any challenges during the update process, don't hesitate to reach out to our dedicated support team for assistance. Happy updating!
Note: Prior to proceeding with the update, kindly ensure that you create a backup of both the source code and the database. This precautionary step will help safeguard your data in case of any unexpected events during the update process.
System Requirements:
Acculance SaaS operates on a multitenancy and subdomain-based model, generating a distinct database and subdomain for each tenant. It's important to note that Acculance SaaS may not be compatible with shared hosting or standard cPanel-based hosting environments.
For optimal performance and seamless operation, we strongly recommend utilizing platforms such as DigitalOcean in conjunction with Ploi(Server Management Tool) to host and manage Acculance SaaS efficiently.
Server Requirements
The Laravel framework has a few system requirements. All of these requirements are satisfied by the Laravel Homestead virtual machine, so it's highly recommended that you use Homestead as your local Laravel development environment.
However, if you are not using Homestead, you will need to make sure your server meets the following requirements:
Server Setup
Notice: Acculance SaaS is a multitency-based application and that's why it is not compatible with Cpanel-based Hosting. We recommend DigitalOcean and Ploi(Server Management Tool) to run Acculance SaaS smoothly.
Note: Now, let's proceed with the server setup. In this guide, we will demonstrate the setup using DigitalOcean as our cloud server and Ploi as our Server Management Tool. However, you have the flexibility to choose any other cloud server and server management tool that suits your preferences and requirements.
If you don't already have a DigitalOcean account, please proceed to register for one. Once your account is created, navigate to the login page and log in using your credentials.
Next, you'll need to generate a DigitalOcean API Token. To create an API token, please refer to the step-by-step instructions provided in the accompanying screenshots.
Now, it's time to create a server provider. As mentioned earlier, we are using DigitalOcean as our server provider. However, you have the option to select a different server provider if you prefer.
Now that you've added your server provider, you're prepared to add your server. When creating a new server, please choose a server plan that aligns with your budget. The minimum requirement is "2048MB RAM - CPU 1 core(s) - Disk 50GB (Number 5 option from the list)." You can refer to the accompanying screenshots for a step-by-step guide on adding your new server.
After the installation is successfully completed, you should receive a confirmation email. Please be sure to check your email to access the necessary details.
With your server now installed, you can proceed to add your domain. Ensure that you've correctly added the Digital Ocean nameservers to your domain panel before proceeding with the domain setup.
The next step is to add your domain to your DigitalOcean account. Once the domain is added, you'll need to point it by configuring the necessary A and CNAME records. For detailed instructions and a clearer understanding, please refer to the accompanying screenshots.
With the basic setup completed, the next step is to generate an SSH key. Please follow the instructions provided in the screenshots to generate your SSH key effectively.
Note: If ssh-keygen
command is not working then you have to install Git Bash
To proceed, access your Ploi account and open the server. From there, you should add your SSH key to your Ploi account as part of the setup process.
In this step, we will create a database and add phpMyAdmin for easier database access. To create a database, access your Ploi account and select the server you're working with. You should find the option to create a database.
Regarding the username and password, they are optional. If you choose not to provide a username and password during this step, you will need to use the default username and password that Ploi emailed you when you initially created the server.
Note: Fantastic! With the server setup complete, you're now ready to proceed with the installation of the actual software. Please refer to the installation section for detailed instructions on how to install the software. Good luck with your installation!
Installation
Note: For local installation, we are operating on a Windows 10 OS and utilizing Laragon software. However, you have the option to select any other software that aligns with your preferences, such as XAMPP, WampServer, and more.
To get started, download the software from your Envato account. Once you have the file, copy it to your local root directory. In this example, the root directory is "C:\laragon\www." After copying the file, unzip or extract it inside a folder within the root directory. This will prepare the software for installation and usage.
The next step is to create a database. You have the flexibility to choose any name for the database. After creating the database, it's important to reload Laragon. Please refer to the attached screenshots for a visual guide on how to accomplish these steps.
Acculance SaaS operates on a subdomain-based system, which requires you to configure your Windows host file to add subdomain support for tenants. Each tenant, such as "john," will need a corresponding entry in the host file, which should look like "john.acculance-saas.test."
Please carefully review the attached screenshots for a step-by-step guide on how to update your host file to enable this functionality.
Notice: To install the software on your local environment, it's essential to enable SSL (Secure Sockets Layer) on your computer. The SSL installation process can vary depending on the software you're using. To assist you with this step, here are some references and resources that can guide you through the SSL setup process:
Great job with the setup! Now you can proceed with the installation of the actual software. To do this, open a web browser and enter the following URL: https://acculance-saas.test/install
Once you've opened the software installation page, please follow the on-screen instructions, which typically involve verifying your purchase code by inputting your Name, Email, and the Envato Purchase Code associated with your software purchase. This step ensures that you have a valid license to use the software.
Upon successfully verifying your purchase code, you will be directed to the installation page, which should resemble the screenshot provided. This page allows you to proceed with the installation of the software and configure it according to your requirements.
The mentioned dependencies and extensions listed are essential components for the proper installation of the software on your server. To check if these dependencies are present, you can refer to the provided visual indicators:
- Green checks indicate that the required dependency is already installed on your system.
- A red cross mark appears if any of the essential components are missing.
It's crucial to ensure that all the dependencies and extensions are installed and properly configured to guarantee the smooth installation and functioning of the application. If you encounter any missing components, take the necessary steps to install them to meet the software's requirements.
In this step, you will need to grant the specified permissions as directed. Please follow the instructions provided to ensure that the necessary permissions are set correctly to enable the software to function properly.
storage/framework/ |
775 |
storage/logs/ |
775 |
bootstrap/cache/ |
775 |
public/ |
775 |
If you encounter any folders with a red cross mark indicating permission issues, you should execute the following command on your project folder:
sudo chmod -R 775 storage/framework/ storage/logs/ bootstrap/cache/ public/
This command will adjust the permissions to resolve the issues. Once you've done this, you should be ready to proceed to the next step in the installation process.
In the next step, you will be prompted to complete the environment settings wizard. Follow the instructions provided in the wizard to configure the software environment according to your specific requirements. This step typically involves setting up database connections, application details, and other environment-specific settings to ensure the software operates correctly.
In this step continue entering some, your hosting information like DB host, DB Post, DB Name, User of DB and Password then press Setup Application button to next to Application Step Or Edit .env file for install DB.
For classic editor you will get all of the settings(.env file) together. Expand the textarea to view all content.
You need to enter the following information for app.
APP_NAME | App name, for example: Acculance SaaS (with quotation marks) |
APP_ENV | App Environment, you can set it to local or production |
APP_URL | App url, http://yourdomain.com or https://yourdomain.com |
APP_TIMEZONE | App Timezone, List of all timezone |
CENTRAL_DOMAIN | Central app domain, yourdomain.com or yourdomain.com (no need to add http or https) |
TENANT_DB_PREFIX | Dynamically created tenant database name prefix, you can add anything but for better understanding add yourdomain_ (no need to add .com or http) |
Update these accordingly.
Update your database credentials.
You need to enter the following information for mail setup. The mail is required for changing the password in case you forgot your password.
MAIL_MAILER | The mail engine you want to use. For Gmail it is smtp |
MAIL_HOST | The mail host for your mail engine. For Gmail, it is smtp.gmail.com |
MAIL_PORT | The mail port for your mail engine. For Gmail, it is 465 |
MAIL_USERNAME | The username of your Gmail account. |
MAIL_PASSWORD | The password of your Gmail account. |
MAIL_ENCRYPTION | The mail encryption type for your mail engine. For Gmail, it is ssl |
MAIL_FROM_ADDRESS | The mail address which you want to use to send mail. |
Add your Stripe credentials. ***
Once the installation is complete, click on the "Exit" button to finalize the setup and access the software's dashboard or main interface. You should now be ready to use the software with your customized settings.
A default admin user has been created with the following login credentials. Please use these credentials to log in as the administrator and access the software's admin panel.
Url | https://acculance-saas.test/admin/login |
Name | Super Admin |
superadmin@acculance.com | |
Password | acculance2022 |
Note: For the server-side installation, Digital Ocean is the chosen hosting provider. You can refer to the server setup procedure outlined in our documentation for specific instructions on configuring your Digital Ocean server to accommodate the software installation. This documentation should guide you through the necessary steps for a successful server setup.
Download the software from your Envato account and upload the source file to the server using the FileZilla software. In order to establish an SFTP connection use the credentials that you received in your mail. You can upload the files in two ways.
- You can opt for the direct upload method by uploading the zip file directly to the server. However, after the upload, you will need to unzip the file using terminal commands on the server to extract its contents and proceed with the installation.
- Alternatively, you can choose to unzip or extract the files from the downloaded package on your local PC before uploading them to the server. Please be aware that this method may be slower compared to the direct upload, as it involves an additional step of local extraction before transferring the files to the server.
Select the method that aligns with your preferences and requirements for the installation process.
Note:If you are utilizing Ploi for your server management, you should upload the source files inside the directory path "home/ploi/yourdomain.com" on your server. This path is where you should place the software's source files for installation.
If you've uploaded the zip file, it's time to extract its contents. To do this, you must log in to the server using a terminal and SSH access. Once logged in, navigate to your server's root directory.
If the unzip command is not already installed on your system, you should run the following command to install it:
sudo apt-get install unzip
After installing the unzip utility, if you wish to extract the contents to a specific destination folder, you can use the following command:
unzip file.zip -d destination_folder
If the source and destination directories are the same, you can simply do:
unzip file.zip
Once you've finished uploading the source code, you can proceed with the software installation. To do this, follow these steps:
- Launch your web browser.
- Type the following URL into your browser's address bar: https://yourdomain.com/install
Be sure to replace "yourdomain.com" with your actual domain name. - After accessing the software installation page, you will be prompted to validate your purchase code. Provide the following details: Your Name, Your Email, Envato Purchase Code
This verification process ensures that you have a valid license for the software. Follow the on-screen instructions to complete the installation and configuration of the software.
Upon successful verification of your purchase code, you will be directed to the installation page, which will resemble the screenshot below:
Below are the server dependencies and extensions that serve as crucial components for the installation process. Presence of green checkmarks confirms the availability of all these required dependencies. In the event that any of these dependencies are not already installed, a red cross mark will indicate the absence of the respective component. It is essential to install all the necessary dependencies and extensions to guarantee a seamless installation and operation of the application.
In this step, you will be required to grant the necessary permissions as directed for specific instances or components.
storage/framework/ |
775 |
storage/logs/ |
775 |
bootstrap/cache/ |
775 |
public/ |
775 |
If you notice any folder marked with a red cross, proceed to execute this command in your project folder; otherwise, you can proceed to the next step.
sudo chmod -r 775 storage/framework/ storage/logs/ bootstrap/cache/ public/
In the next step, you will be prompted to complete the environment settings wizard. Follow the instructions provided in the wizard to configure the software environment according to your specific requirements. This step typically involves setting up database connections, application details, and other environment-specific settings to ensure the software operates correctly.
In this step continue entering some, your hosting information like DB host, DB Post, DB Name, User of DB and Password then press Setup Application button to next to Application Step Or Edit .env file for install DB.
For classic editor you will get all of the settings(.env file) together. Expand the textarea to view all content.
You need to enter the following information for app.
APP_NAME | App name, for example: Acculance SaaS (with quotation marks) |
APP_ENV | App Environment, you can set it to local or production |
APP_URL | App url, http://yourdomain.com or https://yourdomain.com |
APP_TIMEZONE | App Timezone, List of all timezone |
CENTRAL_DOMAIN | Central app domain, yourdomain.com or yourdomain.com (no need to add http or https) |
TENANT_DB_PREFIX | Dynamically created tenant database name prefix, you can add anything but for better understanding add yourdomain_ (no need to add .com or http) |
Update these accordingly.
Update your database credentials.
You need to enter the following information for mail setup. The mail is required for changing the password in case you forgot your password.
MAIL_MAILER | The mail engine you want to use. For Gmail it is smtp |
MAIL_HOST | The mail host for your mail engine. For Gmail, it is smtp.gmail.com |
MAIL_PORT | The mail port for your mail engine. For Gmail, it is 465 |
MAIL_USERNAME | The username of your Gmail account. |
MAIL_PASSWORD | The password of your Gmail account. |
MAIL_ENCRYPTION | The mail encryption type for your mail engine. For Gmail, it is ssl |
MAIL_FROM_ADDRESS | The mail address which you want to use to send mail. |
Add your Stripe credentials. ***
Once the installation is complete, click on the "Exit" button to finalize the setup and access the software's dashboard or main interface. You should now be ready to use the software with your customized settings.
A default admin user has been created with the following login credentials. Please use these credentials to log in as the administrator and access the software's admin panel.
Url | https://yourdomain/admin/login |
Name | Super Admin |
superadmin@acculance.com | |
Password | acculance2022 |
Note: We understand that the installation process may pose challenges, especially for non-technical users. If you encounter any difficulties during installation, please don't hesitate to reach out to our support team via our support portal. We are here to assist you and ensure that you successfully install and configure the software to meet your needs. Your satisfaction is our priority, and we are happy to provide the necessary guidance and support.
Pricing
Within the pricing menu, the system owner can create pricing packages that align with their business policies. Tenants will then have the option to select a pricing plan, granting them access to specific modules based on their chosen plan. Additionally, the system owner has the ability to define features for these packages, which can be subsequently incorporated into the pricing plans. The landing page will prominently display all active pricing plans for easy access and selection.
Tenants
The Tenants page provides an overview of all the subscribers (referred to as Tenants) using this application. On this page, the system admin can access information about which tenants are subscribed to particular plans. Moreover, the system admin has the ability to:
- View detailed tenant information.
- Implement bans and unbans on tenants.
- Gain impersonation access to the tenant panel.
- Perform deletion and other relevant activities related to tenant panels.
This page serves as a central hub for managing tenant-related activities and information.
Subscriptions
The subscription page displays both active subscriptions and subscription requests. When a tenant purchases a plan and makes an online payment, their subscription will commence automatically. However, if a tenant opts for manual payment, the system generates a subscription request, which the central admin can approve or reject. Once approved by the central admin, the request will be transitioned into the active subscriptions list.
Payments
The payment module provides a comprehensive view of all payments made by tenants, encompassing both online and manual transactions. This page offers insights into pricing plans and transaction-related details. Additionally, the central admin has the option to download and print payment invoices directly from this module.
Domain Management
The Domain Management module empowers tenants to utilize their custom domains. Tenants have the capability to submit requests for custom domains, which the admin can subsequently approve and incorporate. All pending domain requests are conveniently accessible in the domain request section, allowing for prompt action to be taken as needed.
To successfully add a custom domain, it is essential to include the domain in the domain aliases within your Ploi account. For further guidance and visual reference, please review the attached screenshots.
Certainly, from the list of all domain requests, please copy the domain you wish to approve:
Go to Ploi dashboard inside server. Go to manage and then Domain Aliases.
Pasted and add the copied domain.
After copying the desired domain, return to the Acculance SaaS application's Domain Management module. Click the action button and choose the "Mark as Connected" option to complete the process.
Promotion
The Promotion module serves as a valuable tool for sending promotional emails. With this feature, the system admin can easily dispatch promotional emails to both tenants and newsletter subscribers. Moreover, it offers the flexibility to tailor promotional mailings to specific tenants, thereby providing a versatile and highly effective method of communication.
Landing Page
Through the Landing Page menu, you have complete control over your landing page. Acculance SaaS empowers you to make updates to all the content and media files featured on your landing page. You can conveniently edit each section of the page by simply navigating to the respective section.
Pages
Acculance SaaS provides you with the flexibility to expand your content offerings by adding additional pages. This feature enables you to furnish users with more comprehensive information. Adding new pages is a straightforward process, and you can seamlessly link these pages to your landing page for easy navigation and accessibility.
Subscribers
The Subscribers page displays individuals who have subscribed to the newsletter directly from the landing page. Subsequently, you have the capability to send emails to these subscribers through the Promotion Page, making it a convenient way to engage and communicate with your newsletter audience.
Setup
Following a successful installation, it is essential to configure basic settings to ensure the system runs smoothly. The setup page provides links to various sections, including General Settings, Payment Settings, Roles & Permissions, and User Management. You can tailor these configurations to align with your specific needs and preferences.
General Settings:
On this page, the site system owner has the capability to modify the system settings. For additional information, please refer to the screenshot and accompanying descriptions below.
Note: Red star marked fields are required and you can't leave them empty.
You need to enter the following information for system setup.
Company Name => Enter the name of your company. Please keep it max 30 characters. It will be displayed in the front page. |
Company Tagline => Tagline of the system. Please keep it max 80 characters. |
Email Address => Company email address. The email address will be use in the invoice page. |
Phone Number => Company phone number. The phone number will be use in the invoice page. |
Address => Company address. The address will be use in the invoice page. |
Default Language => The prefix of your client number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Facebook Link => Facebook page URL. It will be displayed on the landing page. |
Instagram Link => Instagram page URL. It will be displayed on the landing page. |
Twitter Link => Twitter page URL. It will be displayed on the landing page. |
LinkedIn Link => LinkedIn page URL. It will be displayed on the landing page. |
Copyright Text => Copyright Text. You can enter any text. Max 255 characters. |
White Logo => The logo will be displayed in the left sidebar on dark mode. We recommend you to use image size 160px X 40px |
Black Logo => The logo will be displayed in the left sidebar on light mode. We recommend you to use image size 160px X 40px |
Small Logo => The small Logo of the system. The logo will be displayed when you click on the toggle bar and toggle the navbar. We recommend you to use image size 40px X 40px |
Favicon Icon => The icon that will be displayed on the browser tab. We recommend you to use image size 512px X 512px |
Trial Day Count => Free trial day limit. Users will be able to use the system for free during these days. |
Other Settings:
The things that you need to know about Roles & Permissions, Currencies, Units, VAT Rates, Brands.
Mail Configurations |
---|
With the release of version 3.0.0, we are excited to introduce mail notification functionality. This new feature empowers you to easily notify your clients and suppliers about their invoices, purchases, and payments. To leverage this capability, it's essential to configure your email settings, ensuring seamless communication. |
SMS Configurations |
---|
Introducing the latest advancement in version 3.0.0 – SMS notification capability. This exciting addition allows you to effortlessly inform your clients and suppliers about their invoices, purchases, and payments via SMS. To harness this functionality, it's crucial to set up your email preferences for smooth communication. Notably, we've integrated Twilio for SMS notifications, necessitating an update to your SMS configuration in alignment with your Twilio settings. |
Payment Settings |
---|
It is a very important part. The recurring subscription payment will be handled by Stripe. So you must add your stripe keys in order to make the system work. Without valid stripe keys, the system will not work. So please add your stripe keys in order to get it working. Later in the future, we will add more payment methods support to handle recurring subscription payments. |
Roles & Permissions |
---|
Roles & Permissions are related to user authentication. You can create a role and assign necessary permissions for the role. Later you can assign the role to a user. |
User Management |
---|
If you want to give access to other users then you can add other users from the user management settings. You can assign role to the users depending on the access level. |
Account
Under the Account menu, the central admin can access their profile. On the profile page, you have the option to update your personal information, including your name and email address. If you wish to update your password, you can do so by entering a new password in the designated fields. However, if you don't want to change your password, simply leave the password fields empty during the update process.
Dashboard
The dashboard or home page serves as the central hub for all tenant users. From this page, tenants gain a comprehensive overview of the system's performance. Our beautifully designed dashboard provides customers with immediate access to vital information, including revenue, sales returns, purchase returns, and profit data for today, the past 7 days, the current month, and the current year, all with just a single click.
Initially, the statistics and charts may be empty, but as data is input into the system, these visual representations of key metrics become visible to tenants. This intuitive interface allows tenants to effortlessly navigate to various modules using the left-side navigation menu, ensuring a seamless and efficient user experience.
Dashboard Statistics and Charts
Tenant can find the details about every statistic and Chart below.
Summary |
---|
The summary widget comes with default settings to display the daily summaries of your purchase, purchase return, sales, sales return, client payments, supplier payments, expenses, and balance transfer amounts. Additionally, on the right-hand side, you can utilize the filter options to view weekly, monthly, and yearly summaries, offering you a flexible and customizable way to assess your financial data. |
Top Selling Products |
---|
The Top Selling Products Pie chart provides an overview of the most popular products sold during the current year. This visual representation allows tenants to quickly identify their best-selling items, helping them manage their inventory effectively by ensuring that they maintain sufficient stock levels for these high-demand products. |
Recent Activities |
---|
The Recent Activities widget offers a snapshot of the six most recent invoices, purchases, expenses, and transactions. To access the full list of activities, you can navigate to the respective specific pages using the left sidebar. This widget provides a convenient way to quickly view and access recent financial activities while offering the option to explore more details as needed. |
Payment Sent vs Payment Received |
---|
The Payment Sent vs. Payment Received Line chart offers a monthly comparison between the payments sent and received throughout the current year. In this chart, "payment received" encompasses client payments and loan payments received, while "payment sent" includes supplier payments and loan payments made. This visual representation provides a clear overview of the balance between funds flowing into and out of your business on a monthly basis, helping you monitor your financial transactions effectively. |
Top 5 Clients |
---|
The Top 5 Clients Leaderboard displays the top five customers based on their highest total purchase amounts. This leaderboard showcases these customers' names along with their respective total purchase amounts and total invoice numbers for the current year. It provides a quick reference to identify your most significant clients in terms of purchasing activity during the year. |
Stock Alert |
---|
The Stock Alert table provides information on up to six products along with their current stock levels. The products in this table are arranged in ascending order based on their stock quantities. This feature helps you quickly identify products that may be running low on stock, allowing for timely replenishment and effective inventory management. |
Sales vs Purchases |
---|
The Sales vs. Purchases Bar chart offers a monthly comparison between sales and purchases, taking into account the deduction of sales returns and purchase returns. This chart provides a clear visual representation of the net amount earned from sales and the net amount spent on purchases for each month. It helps you assess your business's profitability by considering the impact of returns on your financial performance. |
Setup
After the successful installation, you need to set up basic things in order to run the system properly. The setup page contains the page links to General settings, Roles & Permissions, Currencies, Units, VAT Rates, Brands, and Payment Methods. You need to add Roles & Permissions, Units, VAT Rates, and Brands for running the real-time system.
General Settings:
From this page, the site system owner can change the settings of the system. For more details check the below screenshot and descriptions.
Note: Red star marked fields are required and you can't leave them empty.
You need to enter the following information for system setup.
Company Name => Enter the name of your company. Please keep it max 30 characters. It will be dispalyed in the front page. |
Compnay Tagline => Tagline of the system. Please keep it max 80 characters. |
Email Address => Company email address. The email address will be use in the invoice page. |
Phone Number => Company phone number. The phone number will be use in the invoice page. |
Address => Company address. The address will be use in the invoice page. |
Client Prefix => The prefix of your client number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Supplier Prefix => The prefix of your supplier number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Employee Prefix => The prefix of your employee number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Product Category Prefix => The prefix of your product category number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Product Sub Category Prefix => The prefix of your product sub category number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Product Prefix => The prefix of your product number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Expense Category Prefix => The prefix of your expense category number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Expense Sub Category Prefix => The prefix of your expense sub category number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Purchase Prefix => The prefix of your purchase number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Purchase Return Prefix => The prefix of your purchase return number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Quotation Prefix => The prefix of your quotation number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Invoice Prefix => The prefix of your invoice number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Invoice Return Prefix => The prefix of your invoice return number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Invoice Adjustment Prefix => The prefix of your invoice adjustment number. The prefix will show before the number and the number will increase by 1 automatically. You can use can word. Max 10 characters. |
Default Currency => Default Currency of the system. Select a currency from the list. |
Default Language => Default Language of the system. Select a language from the list. |
Copyright Text => Copyright Text. You can enter any text. Max 255 characters. |
White Logo => The logo will be displayed in the left sidebar on dark mode. We recommend you to use image size 160px X 40px |
Black Logo => The logo will be displayed in the left sidebar on light mode. We recommend you to use image size 160px X 40px |
Small Logo => The small Logo of the sytem. The logo will be displayed when you click on the toggle bar and toogle the navbar. We recommend you to use image size 40px X 40px |
Favicon Icon => The icon that will be dispalyed on the browser tab. We recommend you to use image size 512px X 512px |
Other Settings:
The things that you need to know about Roles & Permissions, Currencies, Units, VAT Rates, Brands.
Roles & Permissions |
---|
Roles & Permissions are related to employee authentication. You can create a role and assign necessary permissions for the role. Later you can assign the role to an employee. |
Currencies |
---|
You can create single or multiple currencies and later you can select your default currency from the general settings option. The default currency is USD but you can change it to your currency. |
Units |
---|
Units settings are related to the products. You must create at least one unit to create products. While creating a product you will be able to select a unit for the product. |
VAT Rates |
---|
VAT Rates settings are related to the products, purchases, and sales. You must create at least one VAT Rate to run the system. If you don't want to use any VAT Rates then you may create a vat rate with a 0% rate and then use this rate for products, purchases, and sales. |
Brands |
---|
Brands settings are related to the products. You must create at least one brand to create products. While creating a product you will be able to select a brand for the product. |
Products
Products are the most important elements of the system. After completing your setup you need to create your products. In order to create a product, you must create a category and sub-category first. To add stock you have to purchase that product. The product purchase price will be calculated automatically based on the purchase history.
Required fields to create a product |
---|
Item Name => Name of the item. You can enter any name. |
Item code => Item code that will be used for the barcode. The code will be generated automatically. But if you want you can use your own code. |
Barcode Symbology => Symbology for the product barcode. Select a Symbology from the list. |
Unit => Product unit. Select a unit from the list. |
Product Tax => Tax for this product. If you don't want to use any tax then create a vat rate with a 0% rate and then select the rate here. |
Tax Type => Select a tax type. If you select inclusive then the selling price will be the same as the regular price and the Tax will be included within the price. But if you select exclusive then tax will be added with the regular price so the selling price will increase. |
Regular Price => Your product price. The selling price will be calculated based on the regular price. |
Clients
Clients module help you to manage your clients. You can create, edit and delete clients. You can see the client invoices, returns, payments, and non invoice transactions from the client view page.
Required fields to create a client |
---|
Name => Name of the client. You can enter any name. |
Contact Number => Client contact number. |
Suppliers
Suppliers module help you to manage your suppliers. You can create, edit and delete suppliers. You can see the supplier purchases, returns, payments, and non invoice transactions from the supplier view page.
Required fields to create a supplier |
---|
Name => Name of the supplier. You can enter any name. |
Contact Number => Supplier contact number. |
Employees
Employees module helps you to manage your employees. You can create, edit and delete employees. You can see the employee payroll and increment history from the employee view page. You can also create also salary increments for the employees. In order to create an employee, you must create a department first. While creating an employee you can allow or disallow employee login and assign any role to an employee.
Required fields to create an employee |
---|
Employee Name => Name of the employee. You can enter any name. |
Department => Department of this employee. Select a department from the list. |
Designation => Designation of this employee. Enter any designation. |
Contact Number => Employee contact number. |
Salary => Employee current salary. |
Gender => Select a gender from the list. |
Email(If you want to allow login.) => Email that will be used to login in to the system. If you want to give this employee login access. Please enter a unique emal. |
Password(If you want to allow login.) => Password that will be used to login in to the system. If you want to give this employee login access. Please enter a strong password. |
Role(If you want to allow login.) => Select a role for this employee. The emplyee will get access to the moduels based on the role and permisions. |
Accounts
Accounts module helps to link all your transactions to the accounts. You must create at least one account to run the system because all the payments must be done under an account. After creating an account you can add non invoice balance from the "Add Balance" module. This will add balance into your accoaunt and later you will be able to use the account balanbce for expenases, payments etc.
Required fields to create an account |
---|
Bank Name => Name of your bank. Type bank name as plain text. |
Account Number => Your bank account number. Type account number as plain text. |
Note: All the transactions are link to the accounts. So if you delete any account then the transactions for this account will be delete autometically. So we recommend you to use the delete option very carefully.
Balance Transfers
Balance Transfers module helps you to transfer balance from one account to another account. To create a balance transfer you must select 2 different accounts.
Required fields to create a balance transfer |
---|
Transfer Reason => Reason for the transfer. Type any reason as plain text. |
From Account =>The paying account from where you are transferring the balance. |
To Account => The receiving account. |
Note: A purchase can have only one damage purchase(One-to-one relationship between Purchases and Damage Purchases).
Expenses
Expense management module allow you to manage your company expenses. All expenses are connected with accounts. In order to create any expense, you need to create Expense Categories, Expense Sub Categories and Account first.
Required fields to create an expense |
---|
Expense Reason => Reason for your expense. Type any reason as plain text. |
Category Name => Sub category for this expense. Select any sub category from the list. |
Account => The account that you want to use for this expense. Select an account from the list. The available balance must be greater than the expense amount. |
Purchases
Purchase management module allow you to manage purchases for your products. By creating purchases the stock quantity of products will be increased and by deleting purchases the stock quantity of products will be decreased. When creating a purchase you can send a payment directly from the create page or you can do it later from the payments module. In order to create a purchase, you need to create Supplier, Products, VAT Rates, and Account first.
Required fields to create a purchase |
---|
Supplier => Supplier from whom you are purchasing. Select a supplier from the list. |
Select Products => Products that you want to purchase. You can select single or multiple products from the list. |
Purchase Tax => Tax that you want to use for this purchase. Select a tax rate from the list. |
Account(If you wish to add payment) => The account that you want to use for this purchase payment. Select an account from the list. The available balance must be greater than the paying amount. |
Note: This is a relational module. If you delete any purchase then the purchase return and purchase payments will be deleted automatically. Deleting any purchase will decrease the stock quantity which may have an impact on the sales modules. So we recommend you to use the delete option very carefully.
Purchase Returns
Purchase Return module allow you to manage products return for any purchase. By creating purchase returns the stock quantity of products will be decreased and by deleting purchases the stock quantity of products will be increased. You can create a maximum of one return from any specific purchase. The cost of return products will be adjusted with the purchase due automatically. If the cost of return products is greater than due then the due will be adjusted and the reaming amount will be added to the account as Account Receivable.
Required fields to create a purchase return |
---|
Supplier => Supplier to whom you are returning. Select a supplier from the list. |
Select Products (Optional) => Products that you want to return. It will filter your purchases and will show the specific purchases that contain the selected products. It helps when you forgot any purchase number. |
Purchases => List of the purchases for the selected supplier. You can select any purchase from the list and it will show you all the products for the selected purchase. |
Account(If cost of return product greater than due) => The account that you want to use to receive the Account Receivable. Select an account from the list. |
Note: A purchase can have only one purchase invoice return(One-to-one relationship between Purchases and Purchase Returns).
Quotations
Quotation management helps to improve your sales. You can create a quotation and then send the quotation to your client. Later if you get approval for the quotation you will be able to create a sell from directly the quotation. A quotation will not have any impact on the inventory. In order to create a quotation, you need to create Client, Products, Purchases, and VAT Rates, first.
Required fields to create a quotation |
---|
Client => Client to whom you are sending the quotation. Select a client from the list. |
Select Products => Products that you want to include in the quotation. You can select single or multiple products from the list. After selecting a product add the quantity and the price. |
Quotation Tax => Tax that you want to use for this quotation. Select a tax rate from the list. |
Note: A purchase can have only one damage purchase(One-to-one relationship between Purchases and Damage Purchases).
Invoices
Invoices can be referred to as sales. The invoices module allows you to manage sales for your products. By creating invoices the stock quantity of products will be decreased and by deleting invoices the stock quantity of products will be increased. When creating an invoice you can add a payment directly from the create page or you can do it later from the payments module. In order to create an invoice, you need to create Clients, Products, VAT Rates, and Accounts first.
Required fields to create an invoice |
---|
Client => Client to whom you are selling. Select a client from the list. |
Select Products => Products that you want to sell. You can select single or multiple products from the list. After selecting a product add the quantity and the price. |
Invoice Tax => Tax that you want to use for this invoice. Select a tax rate from the list. |
Account(If you wish to add payment) => The account that you want to use for this invoice payment. Select an account from the list. |
Note: This is a relational module. If you delete any invoice then the invoice return and invoice payments will be deleted automatically. Deleting any invoice will increase the stock quantity and will delete the invoice payments which have an impact on the accounts that you used to receive the payments. So we recommend you to use the delete option very carefully.
Invoice Return
Invoice Return module allow you to manage products return for any invoice. By creating invoice returns the stock quantity of products will be increased and by deleting purchases the stock quantity of products will be decreased. You can create a maximum of one return from any specific invoice. The cost of return products will be adjusted with the invoice due automatically. If the cost of return products is greater than due then the due will be adjusted and the reaming amount will be deducted from the account as Account Payable.
Required fields to create a invoice return |
---|
Supplier => Supplier to whom you are returning. Select a supplier from the list. |
Select Products (Optional) => Products that you want to return. It will filter your purchases and will show the specific purchases that contain the selected products. It helps when you forgot any purchase number. |
Purchases => List of the purchases for the selected supplier. You can select any purchase from the list and it will show you all the products for the selected purchase. |
Account(If cost of return product greater than due) => The account that you want to use to sent the Account Payable. Select an account from the list. |
Note: A invoice can have only one invoice return(One-to-one relationship between Invoices and Invoice Returns).
Invoice Payments
Invoice payments module allows you to manage invoice payments. Using this module you can create payments for invoices. While creating invoice payments you can select single or multiple invoices and add payments for the selected invoices. In order to create invoice payments, you must create invoices first.
Required fields to create a invoice payment |
---|
Client => Client from whom you want to receive invoice payment. Select a client from the list. |
Select Invoice =>Invoices for which you want to receive payments. After selecting a client you will see the due invoices of the selected client. Select at least one invoice from the list. |
Account => The receiving account. The total amount will be added to the selected account. Select an account from the list. |
Note: If you delete any invoice payment then the invoice due will be adjusted automatically. Deleting any invoice payment will deduct the amount from the account balance. So we recommend you to use the delete option very carefully.
Non Invoice Payments
Non Invoice payments module helps you manage non-invoice dues and payments for your clients. Using this module you can bring your client dues and payments from your previous software to Acculance. You must create a non-invoice due first in order to create non-invoice payments.
Required fields to create a non-invoice payment |
---|
Client => Client from whom you want to add due or receive invoice payment. Select a client from the list. |
Type => If you want to add non-invoice due then select due otherwise select add payment to receive payment. |
Amount => Due amount or the receiving amount. |
Account(If you select add payment) => The receiving account. The amount will be added to the selected account. Select an account from the list. |
Note: In order to delete any non-invoice client due, you need to delete the non-invoice payments first. Deleting any non-invoice payment will deduct the amount from the account balance. So we recommend you to use the delete option very carefully.
Purchase Payments
Purchase payments module allows you to manage purchase payments. Using this module you can create payments for purchases. While creating purchase payments you can select single or multiple purchases and sent payments for the selected purchases. In order to create purchase payments, you must create purchases first.
Required fields to create a purchase payment |
---|
Supplier => Supplier to whom you want to sent purchase payment. Select a supplier from the list. |
Select Purchase =>Purchases for which you want to sent payments. After selecting a supplier you will see the due purchases of the selected supplier. Select at least one purchase from the list. |
Account => The paying account. The total amount will be sent from the selected account. Select an account from the list. The available balance must be greater than the Total Payment. |
Note: If you delete any purchase payment then the purchase due will be adjusted automatically. Deleting any invoice payment will add the amount from the account balance. So we recommend you to use the delete option very carefully.
Non Purchase Payments
Non Purchase payments module helps you manage non-purchase dues and payments for your suppliers. Using this module you can bring your supplier dues and payments from your previous software to Acculance. You must create a non-purchase due first in order to create non-purchase payments.
Required fields to create a non-purchase payment |
---|
Supplier => Client to whom you want to add due or sent purchase payment. Select a supplier from the list. |
Type => If you want to add non-purchase due then select due otherwise select add payment to sent payment. |
Amount => Due amount or the paying amount. |
Account(If you select add payment) => The paying account. The amount will be deducted from the selected account. Select an account from the list. The available balance must be greater than the paying amount. |
Note: In order to delete any non-purchase supplier due, you need to delete the non-purchase payments first. Deleting any non-purchase payment will add the amount to the account balance. So we recommend you to use the delete option very carefully.
Loans
Loans module helps you to add loans to your account. Using this module you can manage your bank loan calculations and keep track of the loan payments. After adding a loan the loan amount will be added to the selected account. Acculance will allow you to create 2 types of loans and these are CC loans and Term loans. For a CC loan, you will pay the interest manually while paying the loan payment. For the term loan, the monthly payment rate and interest will be calculated automatically. You must create at least loan authority first in order to create any loan.
Required fields to create a loan |
---|
Loan Authority => Authority who is providing the loan.. Select a authority from the list. |
Account => The receiving account. The loan amount will be added to the selected account. Select an account from the list. |
Loan Reason => Reason for your loan. You can add any reason as plain text. |
Reference => Reference for the loan. Please use a meaningful reference because you will need to use this reference later in the loan payments module to select the loan. |
Amount => Loan amount. The amount will be added to the selected account. |
Loan Type => Type of the loan. There are 2 types of loans available in the sytem. If you are willing to add a term loan then select term loan otherwise select CC loan. |
Payment Type(If term loan is selected.) => Loan payment type. You can select daily, monthly or yearly payment type trom the select box. |
Duration(If term loan is selected.) => Duration of the loan. Enter the duration based on payment type. For example, if your loan duration is 2 years and you are selecting payment type monthly then you need to enter 24 in the duration input field. |
Note: In order to delete any loan, you need to delete the loan payments first. Deleting any loan will delete the loan payments and the balance from the account. So we recommend you to use the delete option very carefully.
Loan Payments
Loan payments module helps add payments for your loans. Using this module you can make payments for your unpaid loans. You must create loans first in order to create loan payments.
Required fields to create a loan payment |
---|
Loan => Client to whom you want to add due or sent purchase payment. Select a supplier from the list. |
Reference => Select a loan for which you want to make payment. Identify your loan by your loan reference. Select a loan from the list. |
Account => The paying account. The payment amount will be sent from the selected account. Select an account from the list. The available balance must be greater than the Payment Amount. |
Amount(If paying for a CC loan) => The paying amount. For the term loan, the amount will be calculated automatically. |
Assets
Asset management module helps you manage your company assets and their deprecation. We have implemented straight line depreciation method to calculate the deprecation. You can also create assets without any deprecation. In order to create any asset, you need to create an asset type first.
Required fields to create a loan payment |
---|
Asset Name => Name of the asset. You can enter any name. |
Asset Type => Type(Category) of the asset. Select an asset type from the list. |
Asset Cost => The current value of your asset. Enter a number as the asset cost. |
Depreciation => If the asset has deprecation then select yes otherwise select no. |
Depreciation Type(If the asset has deprecation) => Select a deprecation type. You can select yearly deprecation or monthly deprecation. |
Salvage Value(If the asset has deprecation) => Salvage value is the estimated book value of an asset after depreciation is complete. |
Useful Life(If the asset has deprecation) => The useful life of an asset is an accounting estimate of the number of years it is likely to remain in service for the purpose of cost-effective revenue generation. |
Payroll
Payroll module helps you manage your employee salaries and other payments. Using the payroll module you can generate monthly salaries for your employees.
Required fields to create a payroll |
---|
Employee => Employee for whom you want to create payroll. Select an employee from the list. |
Salary Month => Salary month. Select a month from the list. |
Account => The paying account. The total amount will be sent from the selected account. Select an account from the list. The available balance must be greater than the total amount. |
Inventory
Inventory module helps you keep track of your product stocks. You can see the average purchase price, selling price, current stock, and inventory value. You can also see your inventory history(Stock In and Stock Outs) from this module.
Inventory Adjustments
Inventory Adjustments module allows you to adjust your product stock. You can increase or decrease your current stock using this module. While creating an adjustment if you select increment the product stock will increase on the other hand if you select decrement then the product stock will decrease.
Account
A tenant has access to several key features within their account:
- Profile: In the profile page, tenants can update their account information, including their name, password, and other relevant details.
- Billing Settings: The Billing Settings page displays the currently active pricing plan, allowing tenants to switch to a different plan or extend their current plan based on their needs.
- Payments: The Payments page provides a comprehensive view of all payments made by the client, giving tenants an overview of their financial transactions.
- Subscription Requests: In the Subscription Requests page, tenants can view all subscription requests they've made, providing transparency and control over their subscription choices.
These features empower tenants to manage their account, billing preferences, and subscriptions effectively within the system.
Domain Management
Acculance SaaS allows using custom domains. If you are willing to use your custom domain then you need to add an A record for your domain and later you need to make a domain request to the owner.
Tenant have to add central domains IP address in their DNS record. IP Address: Central IP
- Type: A
- Host: @
- Value: Central IP
Here is a demo screenshot from NameCheap.
Database Backup
Database backup module helps you to keep your database backup. Currently, you will be able to take the backup in SQL format. We will add support for the other format in the coming future. If anything goes wrong you will be able to restore the system using the backup database. So we recommend you keep at least one backup per week. In order to make the database backup please add the MySQL DUMP_PATH on the .env file. Find your MySQL dump path and then add it to the .env file. It will be something like to below path: DUMP_PATH=C:\\laragon\bin\mysql\mysql-5.7.33-winx64\bin\mysqldump
Balance Sheet
Balance Sheet report shows you the current summary of your business. In the Incomes section(on the left side) you will see the value of your total assets, inventory, client dues, and available account balances whereas in the Liabilities column you will see supplier dues, and bank loan amount. The Balance Sheet will update automatically based on your activities and transactions.
Summary Report
Summary Report report shows you the current activities of your business for a selected month and year. You can select the month and year to see a specific monthly summary report. The summary report will give you information about Opening Balance, Sales, Accounts Collection, Expenses, Transfer, and Closing Balance.
Profit/Loss Report
Profit/Loss Report shows you the gross and net Profit or Loss information for a selected date range. Gross profit/loss shows the profit/loss for each product whereas Net profit/loss shows you the total profit or loss for the selected date range. If you want to see the Net profit/loss then you need to select the Net Profit/Loss from the select option.
Expense Report
Expense Report shows you the expenses for a selected date range. You can see the specific category and sub-category expenses by selecting the category and sub-category.
Item Report
Item Report report shows you the stock in and stock out information for a selected product and date range. You can select any product and date range to see the report.
Inventory Report
Inventory Report Report shows you the Stock In, Stock Out information for a selected date range. You can see the specific category and sub-category product inventory report by selecting the category and sub-category. In order to see the inventory report please select category, sub category, product, and date range properly.
Credits
We’ve used the following resources as listed. Special thanks to all the authors for their hard work!
Software Framework |
---|
Laravel |
Vue Js |
Bootstrap |
Icons & Images |
---|
Fontawesome |
Fauxels |
Admin Dashboard |
---|
AdminLTE (Free Version) |
Support
We extend our heartfelt gratitude for choosing our product. Your feedback holds immense value to us, and we kindly request you to consider leaving an inspiring review. Whether you require assistance, fixes, or have feature requests, please don't hesitate to reach out to us through our dedicated support portal. Your satisfaction remains our priority.
Note: We are available for freelance work. So if you need any kind of modification in the system then let us know will try our best to assist you.
Thank You!
Your kind support in purchasing our product is highly appreciated! We send our best wishes for the success of your business and all your future endeavors. For more information about our offerings, please feel free to visit our website.
Have a great day and happy coding!