MS-1001 Wavelet EMP – Getting Started Day 1 : Operations Day 2 : Accounting & System Configuration Google Chrome / Mozilla Firefox wavelet-training.wavelet.systems/emp user : wms1001 password:
Setting up of EMP User Role > Grant Permission 2. Branch User Default Branch Company B1B3B2 LocationPrintablesCashbook Cash Drawer B1-CD (cashDraws) Credit CardB1-CC (receiableVisa) ChequeB1-CHQ (chequingBankAccount) PD ChequeB1-CHQ (chequingBankAccount) CouponB1-DIS (otherReceivable) OthersB1-DIS (otherReceivable) Role U3U2U1
Setting up of EMP 4. Items 5. Chart of Account (GL Code) 6. Supplier Maintenance 7. Customer Maintenance 8. Opening 9. Financial Year & Tax Year 10. Clean up opening data - One time supplier - Journal Transaction (Jtxn) 11. Enable GST Item Code & Name Matrix Categories Types of item Serialized Selling Price List price (Retail) Sale Price (Wholesale) Discount Price 1 Discount Price 2 Discount Price 3 YES NO Inventory Service GL Code Batch & Expiry Decimal Coupon Warranty Stock AR (Debtor) AP (Creditor) Cashbook GL (Balance Sheet)
Operations PO (Purchase Order) GRN+SINV (Supplier Inv) PR (Purchase Return) Procurement/ Purchase DistributionTrading Inventory SO (Sales Order) Job Sheet / Quotation CS (Cash Sale) INV (Invoice Sale) SR (Sales Return) IST (Internal Stock Transfer) Stock Adjustment Reset MA ( Costing Adjustment) Stock Report Stock Availability Stock Movement Historical Stock Balance (SBR-05) MA Cost = Moving Average Cost = [Current Bal x Current MA] + [New Qty x New Price] Current Bal. + New Qty Customer Consignment
Creditor / AccPayable / APDebtor / AccReceivable / AR SupplierCustomer Credit Memo DN (Debit Note) CN (Credit Note) Reports Outstanding AP Txn (AP Ledger) Statement Historical Balance/Aging Settlement Reports Credit Memo Deposit DN (Debit Note) CN (Credit Note) Outstanding AR Txn (AR Ledger) Statement Historical Balance/Aging Supplier Invoice(Non-trade) Supplier Account Create/Edit Customer Account Create/Edit
FinanceAccounting Payment Voucher Receipt Voucher Cashbook Cash Transfer Cash Level (Balance) Bank Recon Trial Balance Profit And Loss Statement (P&L) Balance Sheet Setup Configuration Stock Flow Report (Opening and Closing Inventory Statement) Trace Document Journal and Ledger Cheque Management Financial Statement
Credit Card Configuration: PBB Visa % Master – 1.65% Amex – 2 % Debit – 1.5% 6 mths – 4% 12 mths – 5% 18 mths – 6% 24 mths – 7 % Cash Book Code: PBB-CC Name: PBB-Credit Card Statement GL code: receivableVisa Active to Branch Branch 1 Branch 2 Branch 3
Disable Browser Pop Up setting Firefox Windows 1. Select Tools from the Mozilla Firefox taskbar 2. Select Options from the drop-down menu 3. Select Content from the Options dialog box 4. To disable all pop-ups, uncheck the Block pop-up windows radio button 5. Select Close Mac 1. Click Firefox 2. Click Preferences 3. Select Content 4. Un-check Block pop-up windows Google Chrome 1. Click on the WRENCH (upper right hand corner) 2. Click on SETTINGS 3. Scroll to PRIVACY, Click on Content Settings 4. Scroll to POP-UPS 5. Check Allow All Sites to show Pop-Ups 6. Click OK
Customer Helpdesk Portal User Guide Suite Wavelet Hotline Wavelet Support / Support Skype: wavelet-asia-support F : W : Training Schedule wavelet.eventbrite.com Wavelet Escalation Levels (Telegram username): (service desk manager) (operation manager) (PA to CEO) (CEO) 10/27/2015