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Accounting Dashboard
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General Accounting Set up
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Analytic Accounts
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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POS Reconciliations
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
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Rebates
How the analytic automation works based on territory
1. Go to the contact module and click configuration and select territory management.
2. Click on new
3. Feed the required information and save.
4. Now back in the contacts create a new contact and once the customer type and zip code is entered correctly, you can see that all the territory details are updated in the area tab. Once you done save.
5. Now you can see how automation of analytic account works, through creating a sales order and invoice.
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