Add Multiple Customers, Vendors and Items with Gridlex Sky Accounting Software
Published | Dec. 21, 2022, 5:57 a.m.
With Gridlex Sky, users can manage and add customers, vendors, and items they deal with in their organization. Gridlex Sky allows users to view the balance receivables/payable, invoices/bills, receipts/payments, credit/debit notes, customer/vendor statements, and customer/vendor wise trial balance for each customer/vendor. They can view the advance and refunds for each customer/vendor wise. Furthermore, users can manage items like inventory, fixed assets, and others in a single place.
| If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. |
Manage Organizations
Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Organizations” tab.
Step 2: Users can view a complete list of organizations by clicking on “View Entity Organizations,” where they can make necessary changes if required by clicking on the field.
Step 3: Before adding a New Customer/Vendor, it is necessary to map the additional Fields and Objects under Manage Organization Fields/Manage Organisation Objects. To do that, users are required to fill in the standard fields and custom fields as per their requirements.
Step 4: Click on Manage Organization and select Add New Customer/Vendor. Enter the Customer/Vendor Name, and select the country and its currency.
Step 5: Fill in other fields like Tax treatment, Tax ID, Email, PAN, etc. (Tax fields to be mandatorily filled in order to get Tax Reports correctly)
Step 6: Go to Mailing/Billing address and fill in the details respectively, and finally click on create. Users can edit and revise the customer/vendor data by clicking on “Edit Customer/Vendor.”
Step 7: You have successfully finished making your organization's configuration.
Note: Once the currency is selected it can’t be changed later.
Manage Items
Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Items” tab.
Step 2: Before adding New Item, it is necessary to map the additional Fields and Objects under Manage Item Fields/Manage Item Objects. To do that, users are required to fill in the standard fields and custom fields as per their requirements.
Step 3: Click on Manage Items and select Add New Item. Fill in the details like Name, Type, and Unit Metric, and choose the Item Category (Inventory/Fixed Asset/Other). Set the default price for Bills, Invoices and fill additional standard and Custom fields and Objects mapped to the Item. Users must keep in mind that once the inventory category is chosen, it cannot be changed/edited later.
Step 4: Go to the Inventory Section. Choose the deduction method - (FIFO/LIFO). Click on the Opening Quantity Section and give details of the Opening Quantity, Date, and Per Unit price of the item. Click on Default Accounts and go to the invoice defaults section. Set the Invoice Creation and Payment Account, Centers, Divisions, Labels and Tax defaults for Automating Journal entries.
Step 5: Go to the Bill defaults section. Set the Bill Creation and Payment Account, Centers, Divisions, Labels and Tax defaults for Automating Journal entries.
Step 6: After filling in all the details accurately, click on “Create.” Users can download a file of all the items by clicking on the “Download” button.
Quick Tip
Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this different page without having to scroll through other sections.
Click on “Add a Customer” to add a new customer instantly.
Click on “Add a Vendor” to add a new vendor.
Click on “Create a New Item” to add/edit an item.
