Efichain Solutions Help Centre

First Time Setup

• Getting Started
  • Create Company
  • Create Location
  • Create Division
  • Create Salesman and Salesman Setting
  • Create Reason
  • Create Credit Term
  • Create Debtor Category
  • Create Area
  • Create Debtor Code(Customers)
  • Create Item UOM
  • Create Item Category
  • Create Item Code
  • Create Service Item
  • Create Vendor Details
  • Set Sales Doc Running Number
  • Setting Up System Flow
  • Create Photo Event Code
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• Transport Maintenance
  • Transport Maintenance
• Payment Method Maintenance
  • Payment Method

• WEB PORTAL CHANGE PASSWORD

Sales And Delivery Process

• Sales and Delivery Setup
  • Sales and Delivery Setup
  • Impact of Price Group Type on Promotion
• Sales Order Processing
  • Sales order outstanding
  • Picking
  • Print Invoice
  • Print Sales Return
  • Assign Transport Barcode
  • Shipping Fullfillment Barcode
  • Unfulfillment Shipping (Barcode)
  • Edit Completed Sales Invoice
  • Edit Salesman in Completed Sales Invoice
  • Edit Remark 2 in Completed Sales Invoice
  • Create Service Item in Sales Order/Sales Invoice
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• Sales Return Processing
  • Create Sales Return
  • Return Receiving
  • Issue Credit Note
  • Print Credit Note
  • Edit Completed Credit Note
  • Edit Salesman in Completed Credit Note
  • Create Service Item in Sales Return/Credit Note
• Manage and Search Document
  • Create Delivery Order
  • Create Debit Note
  • Search Document
  • View Document, Print Document, Print Sales Invoice as D/O and Copy Document
• Sales Report and Analysis
  • Order Status (Summary)
  • Order Status (Details)
  • Delivery Status Tracking
  • Sales Report
  • Principle Report
  • Debtor Report
  • Sales Rep Report
  • Document Listing
• Query Tools
  • Query Customer Aging
  • Query Reserved Quantity
  • Query Inventory

Sales Promotion

• Create Promotion
• Basket Quantity
• NPD
• Must Sell
• Flexi Discount
• Search Promotion
• Edit Promotion
• Import Promotion using Excel

Purchasing Process

• Purchase Order Processing
  • Create Purchase Order
  • Edit Purchase Order
  • Purchase Receiving
  • Purchase Invoicing
• Purchase Return
  • Create Purchase Return
• Purchase Report and Analysis
  • Stock Report
  • Purchase Report

Inventory

• Stock Count
• Stock Adjustment
• Stock Transfer
• Inventory Analysis

Finance

• Debtor Collection
• Credit Blacklist / Whitelist
• Finance Setting

Reporting and Analysis

• Purchase Report
• Stock Report
• Download Check in/out/merchandiser Photos

Import/Export

• Import Customers
• Import Vendors
• Import Item

Customer Maintenance

• Create Debtor Code(Customers)
• Update Customers
• Active and Inactive Customers
• Create Customer Extra Fields

Item Maintenance

• Create Item Code
• Create Item Category
• Create Item UOM
• Create Service Item
• Create Item Extra Fields

FAQ

• Update List Separator for CSV file

Integration

• AutoCount
  • Post/Sync to AutoCount
  • Post Document to AutoCount
  • Repost to AutoCount
  • Error Message During Document Posting
  • Sync Item/Vendor/Debtor to AutoCount
• SQL
  • Export from Efichain Website
  • Import to SQL
  • Re-import to SQL