More in Masters
Where to find it
MenuMasters
On this screen
| Buttons | OK · SMS / Whatsapp · Print · New · App · Verify All Mobiles · Import · Export |
| Options | Select All |
How to use it
- Open Masters › Accounts.
- Type in the search boxes at the bottom (Account, Group, Area, Sr. No., Address, Mobile, City) and press OK to narrow the list.
- Click New to add an account, or double-click a row to open and edit it.
- Tick rows (or Select All) and use SMS / Whatsapp to message those parties, or Print the list.
- Export sends the list to Excel; Import reads parties from an Excel file (data on Sheet1).
Messages you may see
- “This master has been used in Ledgers and can not be deleted”
- “This is a pre-defined master and you can not delete it”
- “Can send only one Whatsapp at a time”
Key points
- Keep each party to one account: every bill and ledger uses the account name.
- An account that is used in ledgers, vouchers, stock or bill sundries can never be deleted, and pre-defined accounts cannot be deleted at all.
- A correct mobile number is what makes SMS, WhatsApp and the mobile app reach the party.
- Verify All Mobiles checks every number against the server and can take several minutes.
TipGive each customer an Area and a Sr. No.: the Outstanding and Ugrahi reports can then be listed area-wise, in the order you collect.