Howinibs
  • Introduction
    • Introduction
    • Do I Need Howinibs?
    • Getting Started with Howinibs
    • The Project Champion
    • Flow Chart
    • Concepts and Terms
  • Basic Setup
    • Setting Up
    • Company Setup
    • Setting Up Taxes
    • Setting Company Sales Goal
    • Global Defaults
    • System Settings
    • Letter Head
    • Holiday List
    • Implementation Strategy
  • Data Import
    • Data Management
    • Data Import Tool
    • Data Export
    • Chart Of Accounts Importer
    • Downloading Backups
  • Users and Permissions
    • Adding Users
    • Users And Permissions
    • Role and Role Profile
    • Role Based Permissions
    • User Permissions
    • Role Permission for Page and Report
    • Sharing
    • Limited User
    • Administrator
    • Difference Between System User and Website User
    • Change existing user's email ID
    • Change User Password
    • Disable Any User
    • Setting Up Email Signature in Howinibs
    • User Restriction
    • Managing Perm Level in Permission Manager
    • Field Level Permission Management
    • Edit Export/Print permissions for reports
  • Printing
    • Printing and Branding
    • Print Settings
    • Print Format
    • Print Format Builder
    • Print Style
    • Print Headings
    • Address Template
    • Terms And Conditions
    • Cheque Print Template
    • Custom Translations
    • Raw Printing
  • Workflows
    • Workflows
    • Workflow Actions
    • Workflow State
  • Email
    • Email setup
    • Email Domain
    • Email Account
    • Email Inbox
    • Email Template
    • Sending Email from any Document
    • Linking Emails to Documents
    • Email Digest
    • Auto Email Reports
    • SMS Settings
    • Notification
    • Document Follow
    • Email Dropbox
  • System Configuration
    • Settings
    • Show or Hide Modules
    • Document Naming Settings
    • Session Defaults
    • Bulk Renaming of Records
    • Bulk Update
    • Domain settings
    • Energy Point System
  • Data Privacy
    • Personal Data Download
    • Personal Data Deletion
  • Configurations
    • Manage Tree Structure Masters
    • Set default values for any field
    • Set Precision
    • Set Language
    • Edit Submitted Document
    • Delete Submitted Document
    • Disable Notification Emails
    • Set Current Value for Naming Series
    • Remove Link at the Bottom of the Print Page
    • Remove Line Breaks in Print Formats
    • Easy steps to setup Workflow
    • To-Do Auto Creation
    • Tree Master Renaming
    • Letter Head in the Report
    • Sync DocTypes with Events Calendar
    • Merging Accounts
    • Changing Parent Account
    • Fiscal Year Creation
    • Freeze an Account
    • Freeze Accounting Entries
    • Common Receivable Account
    • Common Party Accounting
    • Freeze Exchange Rate
    • Linking stock warehouse and accounts
    • Print Cancelled Invoice
    • Default Receivable / Payable Account
    • Mode of Payment
    • Maintaining Supplier's Item Code In the Item master
    • Purchasing in Different UoM
    • Amending Purchase Order after Submit
    • Setting Employee-wise Leave Approver
    • User Permission based on Hierarchy
    • Selling in Different UoM
    • Shipping Rule
    • Adding Margin
    • Print Settings
    • Change the Rate of Items in the Sales Cycle
    • Howinibs for Service Organization
    • Allow Over Delivery/Billing
    • Auto Creation of Material Request
    • Item Codification
    • Serial Number Naming
    • Track Items Using Barcode
    • Managing Fractions in UOM
    • Item Valuation Setup and Transactions
    • FIFO and Moving Average calculation difference
    • Serialised Item Valuation Rate calculation
    • Raw material valuation
  • Advanced
    • Setting Workflows on Masters
    • Include Document Link in Notification Email
    • Export Data in Excel/CSV
    • Setup Two Factor Authentication
    • Configuring A Reply-To Email Address
    • Setting up Sendgrid SMTP Email in Howinibs
    • Bank Guarantee
    • Loyalty Program
    • Budgeting
    • Discount Accounting
    • Invoice Discounting
    • Semi-Auto Payment Reconciliation
    • Payment Ledger
    • Manage Foreign Exchange Difference
    • Immutable Ledger
    • Allocating Credit Note and Payment
    • Reconcile Advance Payment made to the Supplier
    • Balance in Temporary Account
    • Perpetual Inventory for Non-stock Item
    • Landed cost Voucher
    • Calculating Freight in taxes in Howinibs
    • Create Supplier Quotation through Supplier Portal
    • Using Auto Attendance
    • Integrating Howinibs With Biometric Attendance Devices
    • Project Costing
    • Project Profitability
    • Project and Managing Expenses
    • Project from Customer Portal
    • Drop Ship
    • Drop Ship Between Subsidiary Companies
    • Loyalty points redemption in POS
    • Inventory Dimension
    • Delivery Trip
    • Projected Quantity
    • Perpetual Inventory
    • Stock Reservation
    • Material Transfer from Delivery Note and Purchase Receipt
    • Managing Batch wise Inventory
    • Migrate To Perpetual Inventory
    • Purpose of Stock Received but not Billed
    • Opening Stock Balance Entry for Serialized and Batch Item
    • Item Alternative
    • Subcontracting
    • Capacity Planning based on Work Order
    • Capacity Planning based on Production Order
    • Subcontracting in Howinibs
    • Fetch child table values using Jinja tags
    • Change Custom Field Datatype After Field Creation
    • Company-wise Naming Series
    • Feedback Request Using a Web Form
  • Error and Reports
    • Email Error in Sending or Receiving
    • Maximum User Limit Issue
    • Import Error due to Workflow
    • Perm Level Error
    • Permission Error Problems
    • Using Prepared Report
    • What if Emails are not being received by the Recipients?
    • Purchase Invoice - Account Type Error
    • Fixing Fiscal Year Error
    • Round off Account Validation Message
    • Delete entries linked with GL entries
    • Invoice rounding issue
    • Customise Cash Flow Report
    • Procurement Tracker Report
    • Brandwise Items and Profitability Report
    • Open Work Order Report
    • Maximum Number of Fields in a Form
    • Making Custom Reports
    • Deleting Custom Reports
    • Report Showing Multiple Lines for One Document
    • Add columns in Standard Report and Export
    • Export Data for Specific Year or Filter
  • Using Howinibs
    • Introduction
  • Tools
    • To Do
    • Notes
    • Video
    • Calendar
    • Dashboard
    • Global Search
    • Desktop
    • Bank Reconciliation
    • Payment Reconciliation
    • UnReconcile
    • Period Closing Voucher
    • Payment Order
    • Howinibs QuickBooks Migrator
    • Process Statement Of Accounts
    • Quality Inspection
    • Stock Reconciliation
    • Quick Stock Balance
    • Student Attendance Tool
    • Assessment Result Tool
    • Course Scheduling Tool
  • Collaboration Tools
    • Assignment
    • Tags
    • Kanban Board
    • Filter by
    • Save Filter
    • Search Filter
    • Collaborating Around Forms
    • Delete Company Transactions
  • Transactions
    • Checking Link Between Documents
    • Duplicate Records
    • Restore Deleted Documents
    • Deleting and Restoring Documents
    • Bulk Rename
    • Renaming Documents
    • Copy Pasting Multiple Records From Excel
    • Adding Attachments to Outgoing Messages
    • Document Versioning
    • Access Log
    • Difference Entry
    • Post Dated Cheque Entry
    • Adjusting Withhold Amount
    • Bulk Payment Entry
    • Withdrawing Salary from Owner's Equity Account
    • Invoice Discount in Payment Entry
    • Adding reference to Journal Entry
    • Book discount allowed and received separately
    • Accounting for Bad Debts
    • Book Petty Cash Entry
    • Debit Note for price adjustment
    • Payment Entry for Capital Account
    • Fetch shipping charges based item's value or weight
    • Purchase invoice for Services
    • Procurement Cycle Overview
    • Request for Raw Materials from Sales Order
    • Applying a Discount
    • Amending Sales Order after Submit
    • Close Sales Order
    • Short Close Multiple Orders
    • Taxes and Charges
    • Incoterm and Named Place
    • Payment Terms
    • Record Commission to Sales Partner
    • Sales Persons in the Sales Transactions
    • Stock Entry Purpose
    • Repack Entry
    • Delivery from Sales Invoice
    • Return Rejected Items
    • Sales Return Management
    • Material consumption
    • Manufacturing without creating BOM
    • Multiple finished goods with single raw material
    • Customer Provided Items
    • Serialised inventory tracking
    • Production Scrap Management
  • Automation
    • Automation
    • Assignment Rule
    • Milestone Tracking
    • Auto Repeat
    • Event Streaming
  • API s
    • Sales Cycle Integration
  • Accounts
    • Introduction
  • Setup And Opening
    • Accounting Entries
    • Accounts Settings
    • Chart Of Accounts
    • Opening Balance in Accounts
    • Opening Invoice Creation Tool
    • Cost Center
    • Cost Center Allocation
    • Fiscal Year
    • Accounting Period
    • Finance Book
    • Accounting Dimensions
    • Accounting Dimensions Filters
    • Bank
    • Bank Account
  • Journals and Payments
    • Payment Terms Status Report
    • Journal Entry
    • Journal Entry Template
    • Payment Entry
    • Dunning
    • Payment Request
    • Mode of Payment
    • Payment Terms
    • Payment Terms Template
    • Advance Payment Entry
    • Inter Company Journal Entry
  • Billing
    • Page Sales Invoice
    • Purchase Invoice
    • Inter Company Invoices
    • Credit Note
    • Debit Note
    • Credit Limit
    • Sales Invoice without an Item
  • Taxes
    • Item Tax Template
    • Tax Withholding Category
    • Tax Rule
    • Tax Category
    • Include Tax or Charge in Valuation or Total?
    • Tax Inclusive Accounting
    • Types in Tax Template
    • Apply Tax on Another Tax or Charge
    • Tax on another tax amount
    • Additional Charges in Payment
    • Stock Transfer with GST
    • GST for multiple branches
    • Naming Series as Per GST Rules
    • Generate GSTR-1 JSON File
  • Pricing
    • Pricing Rule
    • Promotional Scheme
    • Currency
    • Setting up "Buy 1 Get 1 Free" Pricing Rule
  • Multi Currency
    • Currency Exchange
    • Exchange Rate Revaluation
    • Multi Currency Accounting
    • Country
  • Retail Operations
    • Point of Sale Profile
    • Point of Sale
    • POS Invoice Consolidation
  • Accounting Reports
    • Accounting Reports
  • Deferred Accounts
    • Deferred Revenue
    • Deferred Expense
    • Process Deferred Accounting
    • Deferred Revenue/Expense Report
  • Subscription
    • Subscription
    • Subscription Plan
    • Subscription Settings
  • Shareholder Management
    • Shareholder
    • Share Transfer
    • Share Reports
  • Asset
    • Asset
    • Asset Reports
    • Asset Value Adjustment
    • Asset Category
    • Assets
    • Asset Maintenance
    • Asset Maintenance Team
    • Asset Location
    • Asset Repair
    • Asset Capitalization
    • Scrapping an Asset
    • Asset Shift Allocation
    • Selling an Asset
    • Asset Movement
    • Asset Depreciation
    • Asset Maintenance Log
    • Purchasing an Asset
  • Articles
    • Depreciation Entry
    • Moving Asset from Stock Item to Fixed Asset Item
    • Automate Lead Creation
    • CRM Analytics
    • Difference between Lead, Contact, and Customer
    • Installing RediSearch to enable super fast E-commerce Search
    • Loan Management Process
    • Articles
    • Make A Colorful Gantt Chart
    • Bulk Assign Tasks in a Project
    • Automating Issue Assignments in ERPNext
    • Disable Signup on ERPNext Website
    • Website Security
    • Website Home Page
    • Website Banner Resizing
    • 3 Step SEO for your ERPNext Website
    • 2 Step 301 Redirect in your ERPNext Website
    • Integrating ERPNext with other Applications
  • Buying
    • Buying
    • Request for Quotation
    • Purchase Order
    • Purchase Taxes and Charges Template
    • Supplier
    • Supplier Quotation
    • Supplier Scorecard
    • Buying Reports
  • Setup
    • Buying Settings
    • Supplier Group
    • CRM Settings
    • Lead Source
    • Opportunity Type
    • Sales Stage
    • Sales Person
    • Customer Group
    • Email Group
    • Contract
    • Appointment Booking Settings
    • Human Resource Setup
    • HR Settings
    • Payroll Settings
    • Daily Work Summary Group
    • Selling Settings
    • Product Bundle
    • Sales Person Target Allocation
    • Sales Taxes and Charges Template
    • Shipping Rule
    • Party Specific Item
    • Item Price
    • Item Group
    • Unit of Measure (UoM)
    • Manufacturer
    • Program
    • Course
    • Topic
    • Instructor
    • Room
    • Student Category
    • Academic Term
    • Academic Year
    • Education Settings
    • Basics of Manufacturing
    • Manufacturing Settings
    • Manufacturing Dashboard
  • CRM
    • Introduction to CRM
  • Sales
    • Lead
    • Opportunity
    • Customer
    • Contact
    • Address
    • Appointment
  • Reports
    • CRM Reports
    • Human Resources Reports
    • Delayed Tasks Summary
    • Project Profitability Report
    • Project Reports
    • Manufacturing Reports
    • Demand Driven Forecasting
    • Production Planning Report
    • Work Order Summary
    • Job Card Summary
    • Quality Inspection Summary
    • Production Analytics
    • BOM Search
    • BOM Stock Report
    • BOM Operations Time
    • Downtime Analysis
    • Work Order Consumed Materials
    • Returned Materials Against Work Order
    • Issued Items Against Work Order
  • Marketing
    • Campaign
    • Email Campaign
    • Newsletter
    • LinkedIn Settings
    • Twitter Settings
  • E-commerce
    • Set Up E-commerce
    • E Commerce Settings
    • Website Item
    • Product Listing
    • Item Group-wise Product Listing
    • Shopping Cart
    • Shop by Category
    • Coupon Code
    • Wishlist
    • Reviews and Ratings
    • E-commerce Search
    • Store Landing Page
  • Employee
    • Employee
    • Employment Type
    • Branch
    • Department
    • Designation
    • Employee Grade
    • Employee Group
    • Employee Health Insurance
  • Attendance
    • Attendance
    • Employee Attendance Tool
    • Attendance Request
    • Upload Attendance
    • Employee Checkin
    • Auto Attendance
    • Integrating Frappe HR With Biometric Attendance Devices
  • Recruitment
    • Recruitment
    • Job Opening
    • Job Applicant
    • Interview Round
    • Job Offer
    • Appointment Letter
    • Employee Referral
  • Training
    • Training Program
    • Training Event
    • Training Result
    • Training Feedback
  • Employee Lifecycle
    • Employee Lifecycle Management
    • Employee Onboarding
    • Employee Promotion
    • Employee Separation
    • Employee Transfer
  • Payroll
    • Payroll Setup
    • Payroll Management
    • Payroll Period
    • Income Tax Slab
    • Salary Component
    • Salary Structure
    • Salary Structure Assignment
    • Salary Slip
    • Payroll Entry
    • Employee Incentive
  • Employee Tax and Benefits
    • Setting Up Income Tax Deduction
    • Employee Tax Exemption Declaration
    • Employee Tax Exemption Proof Submission
    • Employee Other Income
    • Employee Benefit Application
    • Employee Benefit Claim
  • Performance
    • Appraisal
    • Appraisal Template
    • Appraisal Overview Report
  • Travel and Expense Claim
    • Employee Advance
    • Expense Claim
    • Travel Request
  • Gratuity
    • Gratuity
    • Gratuity Rule
  • Fleet Management
    • Fleet Management
    • Vehicle
    • Vehicle Log
  • Loan Management
    • Loan Management
    • Loan Type
    • Loan Application
    • Loan
    • Loan Security Type
    • Loan Security
    • Loan Security Price
    • Loan Security Pledge
    • Loan Disbursement
    • Loan Interest Accrual
    • Loan Repayment
    • Loan Write Off
    • Loan Security Shortfall
    • Loan Security Unpledge
    • Process Loan Interest Accrual
    • Process Loan Security Shortfall
  • Projects
    • Projects
    • Introduction
  • Project Management
    • Project
    • Tasks
    • Project Template
    • Project Type
    • Project Update
    • Project Views
  • Time Tracking
    • Timesheet
    • Sales Invoice from Timesheet
    • Salary Slip from Timesheet
    • Activity Type
    • Activity Cost
  • Quality Management
    • Quality Management System
    • Quality Meeting
    • Quality Procedure (Standard Operating Procedure)
    • Quality Goal
    • Quality Action
    • Quality Feedback
    • Quality Review
    • Non Conformance
    • Quality Feedback Template
  • Selling
    • Selling
    • Quotation
    • Sales Order
    • Sales Partner
    • Brand
    • Blanket Order
    • Territory
  • Customer Portal
    • Customer Portal
    • Customer Orders Invoices And Shipping Status
    • Portal Login
    • Sign Up
    • Issues
  • Selling Reports
    • Sales Reports
  • Stock
    • Introduction
  • Basics
    • Introduction
    • Warehouse
    • Item
    • Opening Stock
    • Accounting Of Inventory Stock
    • Price Lists
    • Stock Settings
  • Item Variants
    • Item Variants
    • Item Attribute
  • Stock Transactions
    • Material Request
    • Purchase Receipt
    • Delivery Note
    • Stock Entry
    • Packing Slip
    • Shipment
    • Retaining Sample Stock
    • Landed Cost Voucher
    • Pick List
    • Putaway Rule
  • Serial and Batch Number
    • Serial Number
    • Serial and Batch Bundle
    • Batch
    • Installation Note
  • Return
    • Sales Return
    • Purchase Return
  • Stock Reports
    • Stock Ledger Report
    • Stock Level Report
    • BOM Explorer
    • Stock Value and Account Value Comparison Report
    • Closing Stock Balance
  • Errors and Reports
    • Delivery Note Negative Stock Error
    • Maintain Stock field Frozen in the Item master
    • Cannot enable Serial and Batch Number
    • Stock Balance and Stock Account Balance Syncing
  • Support
    • Support
    • Warranty Claim
    • Support Settings
    • Issue
    • Issue Type
    • Service Level Agreement
    • Maintenance Visit
    • Maintenance Schedule
    • Support Reports
  • Website
    • Website
    • Homepage
    • Web Page
    • Blog Post
    • Web Forms
    • Website Settings
    • Website Theme
    • Website Route Meta
    • Web Page Builder
  • Analytics
    • Analytics
  • Education
    • Introduction
    • Education Domain
    • Examination
    • Tracking the Progress
  • Student
    • Student
    • Guardian
    • Student Log
    • Student Batch
    • Student Group
    • Student Group Creation Tool
  • Admission
    • Student Applicant
    • Program Enrollment
    • Program Enrollment Tool
    • Student Admission
  • Fees
    • Fees
    • Fee Structure
    • Fee Category
    • Fee Schedule
  • Schedule
    • Course Schedule
    • Scheduling Tool
  • Assessment
    • Assessment
    • Assessment Criteria
    • Assessment Group
    • Assessment Plan
    • Assessment Result
    • Assessment Plan Status
    • Final Assessment Grades
    • Grading Scale
  • Assessment Reports
    • Course wise Assessment Report
  • Hospitality
    • Hospitality
    • Restaurant
    • Restaurant Menu
    • Restaurant Reservations
    • Restaurant Order Entry
    • Hotel Room
  • Manufacturing
    • Manufacturing
  • Bill of Materials
    • Workstation Type
    • Bill Of Materials
    • Operation
    • Workstation
    • Routing
    • BOM Update Tool
    • BOM Comparison Tool
    • BOM Costing in different Currency
    • Managing Multi-level BOM
    • Multi-level BOM Creator
  • Production and Material Planning
    • Work Order
    • Job Card
    • Production Plan
    • Plant Floor
    • Capacity Planning
    • Downtime Entry
  • Non Profit
    • Introduction
    • Donation
    • Tax Exemption 80G Certificate
  • Membership
    • Member
    • Membership Type
    • Membership
  • Volunteer
    • Volunteer Type
    • Volunteer
  • Donor
    • Donor
    • Donor Type
  • Grant Application
    • Grant Application
  • Chapter
    • Chapter
  • Customize Howinibs
    • Customize Howinibs
  • Records
    • Custom Field
    • Customize Form
    • Document Title
    • DocType
    • Server Script
    • Customize Print Format
    • Authorization Rule
  • Navigation
    • Desk Page
    • Customizing Module Visibility
  • Custom Field
    • Field Types
    • Geolocation Field
    • Table MultiSelect Field
    • Dynamic Link Fields
    • Signature Field
    • Fetching Data from a Document
    • Edit a Field after Submission
    • Creating Custom Link Field
    • Fetching data from a linked master
  • Customize Form
    • Data Visibility in Child Tables
    • Sorting Order in List View
    • Search Record by Specific Field
    • Disable Rounded Total
    • Document Title with multiple fields
  • Customize Print Format
    • Add/Remove Fields from Print Format
    • Customize tables within your Print Format Builder
    • Customizing Field Visibility in Print Format
    • Remove Description in Print Format
    • Print "Centavo" in Words for USD
  • Client Scripts
    • Client Scripts
  • Custom Buttons
    • Add a Custom Button
    • Rename Buttons in Form View
    • Hide Buttons in Form View
  • Fetch Values
    • Update Date Field Based On Value In Other Date Field
    • Fetch value in a child table field from Master
    • Generate Item Code Based On Custom Logic
    • Sales Invoice ID Based On Sales Order ID
    • Fetching Values From Master
    • Fetch the entire address text on a custom field
  • Restrictions
    • Date Validation
    • Restrict Cancel Rights
    • Restrict User Based On Child Record
    • Restrict Purpose Of Stock Entry
    • Lock Time Sheets Based on Date
  • Miscellaneous
    • Filter Options in Select Field
    • Make Read Only After Saving
    • Calculate Incentive For Sales Team
  • Howinibs Integrations
    • Howinibs Integrations
  • Authentication Integration
    • Setting up LDAP
    • Setting up fairlogin
  • Backup Integration
    • Setting Up Dropbox Backups
    • Google Drive Integration
    • Upload Backups to Amazon S3
  • Bank Integration
    • Plaid Integration
  • E-Commerce Integration
    • Shopify Integration
    • WooCommerce Integration
    • Amazon SP-API Integration
    • Zenoti Integration
  • Shipping Integration
    • Howinibs Shipping
  • Google Integration
    • Google Settings
    • Google Calendar Integration
    • Google Contacts Integration
    • Page 1
    • Google Maps Integration
  • Payment Integration
    • Setting up PayPal
    • RazorPay Integration
    • Setting up GoCardless
    • Setting up Stripe
    • Setting up Braintree
    • Paytm Integration
    • M-Pesa Integration
  • Telephony Integration
    • Exotel Integration
  • Regional
    • Regional
  • France
    • Requirements for France
    • Sales and Payment Transactions
    • Le Fichier des Écritures Comptables [FEC]
  • India
    • India Compliance App
    • Lower Deduction Certificate
    • TDS Setup for India
  • Italy
    • Requirements for Italy
    • Importing e-Invoice from Supplier
  • United States of America
    • Taxjar Integration
  • United Arab Emirates
    • Requirements for United Arab Emirates
    • UAE Regional Fields
    • UAE VAT 201 Report in Howinibs
    • VAT/EXCISE Tax Implementation for UAE/KSA
  • South Africa
    • Requirements for South Africa
    • VAT Audit Report
  • Saudi Arabia
    • KSA VAT Management and Reporting
  • Howinibs Subscription
    • Upgrade Subscription Plan and Buy Add-ons
    • Update Subscription Payment Method
  • Student Portal
    • Student Portal
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  1. Introduction

Flow Chart

This diagram covers how Howinibs tracks your company information across key functions. This diagram does not cover

PreviousThe Project ChampionNextConcepts and Terms

Last updated 1 year ago

Note: Not all of the steps are mandatory. Howinibs allows you to freely skip steps if you want to simplify the process.

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