Gestix Business Management Software
Cloud & On Premises ERP+POS
The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for book publishers and bookstores.
First, ensure the Admin | Configuration menu has the “Handle Cover Price” option selected.
Check the article record Cover Price.
Make a pro-forma invoice
The whole process handles the cover price independently of the transaction price.
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The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for global trading.
This is a personalized version of Gestix’s “US” invoice layout that uses the Industry-specific option “Ship date by item” to enable entering the ship date for each item, and the “Article Options Set 1” as the table of “Parts Condition Codes”. All these parameters are found in the Admin menu.
Choosing the Industry-specific option “Ship date by item”.
Activating Article’s Options Grid. Fill the first data field with “Conditions” and leave the other field empty)
Entering Part Conditions Codes:
Configuring the order and similar documents to use the personalized version of the invoice layout (doc_template_aero.html)
After likewise checking all other involved document series, as needed, the configuration is complete.
Now, the every-day kind of tasks. Before entering the order into the system, lets checking the item file:
And go on to entering the quote:
Then, the order and finally the invoice.
Send the PDF directly by email if you wish,
For more information call us at tel. (00 351) 213 477 410 or mail us through sales@gestix.com. Thank you.
It’s simple.
When installing Gestix in your computer, choose your language when asked. Then, when entering the address of your company, Gestix will automatically adapt the invoices to the local language while keeping the user interface in your own language.
“More info soon…”
Domestic Auto – domestic purchases, does not add the shipping costs to the items
Domestic Manual – enable entering the total amount in domestic purchases
Import Auto – Dilutes the shipping cost across the items in a purchase invoice
Import Manual – enable entering the total amount in import purchases
In some countries it’s obligatory to include the returnable container/packaging in the invoice, and then issue a credit memo for the return of those returnable items.
Click the Credit button to issue the Credit/Return Memo for that particular invoice. Then remove all lines except those that have the returned items.
Check again before saving the final document…
The Credit/Return Note is now ready to be printed or emailed.
Finally, check the customer’s current account.
Gestix allows you do print documents in batches, this means you can enter a set of documents into Gestix and then print them all at once as a PDF file or directly to the printer.
Select the document and check the criteria, including the period (dates Between/And) that tells which documents will be processed. Then press Print button.
Check the documents to be printed and press either Print or PDF button to proceed. the Document prints will be opened in a pop up window, so one should remember to enable the browser to accept pop up windows from Gestix, sooner or later.
Last minute enabling of pop-ups.
And the result print file.
After installation, open Gestix.
http://localhost/gnet/cgi-bin/gnet-app.cgi
Provide the license serial number if applicable. Cloud licenses don’t usually show this step.
Fill the Manager’s log in details (your name, email, and new password).
Then fill in the next form with your company’s details.
The database will then be updated with the license and company information.
Log into Gestix using the user name and password previously indicated.
Since Kuwait does not handle VAT or IVA tax, leave the Handle Sales Tax field unchecked, then press the Next button to advance to the invoice branding step.
When finished, the main Gestix menu for your application will show (your license may differ from the figure below regarding the menus is deploys).
