Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Tax
Reference Code
Email Format
Setup Email Server
Personal Preference
Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory
Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer
Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person
Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template
Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template
Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template
Security
Set Password
Data Backup
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Inventory Category
Inventory Category allows you to better manage your Inventory for easier searching.
1. In Xin Invoice 3.0 program, click on "Setting" tab. On the top menu, click button "Inventory Category".
2. In Inventory Category management screen, enter 3 new records "Fiction", "Children" and "Romance". Click button "Save".
3. Click on "Inventory" tab to open Inventory Database. Click button "New".
4. In the Inventory input form, enter the following information :
Code : 001
Description : Harry Potter
Inventory Category : Fiction
4. Create another 4 Inventory with the following information :
Code : 002
Description : Twilight
Inventory Category : Fiction
Code : 003
Description : Fifty Shades of Grey
Inventory Category : Romance
Code : 004
Description : Little House on the Prairie
Inventory Category : Children
5. Click on "Invoice" tab on the top menu, click on dropdown button "New", select "Create New"
6. In the Invoice input form, click "Select" button for the first Invoice item.
7. On the popup Inventory list, all inventories listed. It will be a tedious job to find your Inventory if you have hundreds or thousands of Inventory.
8. To search all Fiction inventory, enter "Fiction" in the Search column, and select "Category". Click button "Search". All Inventory with Inventory Category "Fiction" will be shown.
Next : Click here to learn how to set Tax Code >>
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