These two Settings are extremely important. With the help of these two Settings, the application is able to perform the correct validations and manage the products adequately, mainly from the Sales and Inventory module. Inventory-relevant product categories are categories where their product must be in the inventory to be sold. These types of products can, […]
Continue ReadingWhere can I find System Settings?
Though Settings -> System.
Continue ReadingWhat is the Automatic Email Communication feature?
Automatic Email, when configured, allows you to send Customer Account Statements and Supplier Payment Notices in bulk. You must enter the configuration of your outgoing SMTP server. To obtain this information, contact your Email Supplier or your IT technician. Don’t forget to click on the question mark icon for more information
Continue ReadingWhere can I modify the transaction (reference), invoice, service call, purchase order, return slip, stock sequence numbers?
Through Settings -> System -> Company Info -> Sequence.
Continue ReadingWhy are the transaction (reference), invoice, service call, purchase order, return slip, stock sequence numbers blocked?
They are blocked because the sequence is in use and you can no longer edit it.
Continue ReadingWhere can I create/modify a branch?
Through Settings -> System -> Branches
Continue ReadingHow do I add/change my logo in Surfagest?
Through Settings -> System -> Branches -> Logo. Please note that in Surfagest, the logo is registered by branch.
Continue ReadingWhere can I change the ledger account associated with billed descriptions in Sales?
You can change this account from Settings -> System -> Accounting -> General.
Continue ReadingWhere can I edit the general ledger accounts associated with Customer Flat Rate Billing?
You can change these accounts from Settings -> System -> Accounting -> General.
Continue ReadingWhere can I change the format of checks printed from accounting entries?
You can change this format from Settings -> System -> Accounting -> General.
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