How does Multi Price List Feature works in RealBooks?

To register a Vendor in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to Master > Accounts > Ledger > Create
• Input the required details and select the category as Party
• Enable the toggle next to ‘Activity Bill’
• Drag and drop the supporting documents
• Add the required details in other tabs
• Click on save

To import Bank Statement in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to Transactions > Import-Export > Import > Bank
• Select the bank format, RealBooks’ posting ledger, business place and click on choose file
• Select the bank statement and click on upload
• Click on Search to check the upload status
• Hit ‘click’ to view the uploaded entries
• Scroll right and clear the ‘Suspense account’ by tagging the bill reference
• Update the narration
• Navigate back and hit ‘Click’ to view the daybook listing
• Press enter to open edit
• Navigate to the ‘Option’ button on the top right corner and click the checkbox next to ‘Entry Information’, ‘Notes’ and ‘Ledgers’
• Click on Export to download format

To upload Documents via Drop Box in RealBooks, follow the steps given below:

• Go to the official website of Dropbox and create an account. If you have an existing account, it can also be used
• Ensure that you are logged in to the Dropbox account
• Open your RealBooks account
• Navigate to settings > Dropbox settings
• Click on the ‘Link Your Dropbox Account’ option
• Allow App Permission and copy the given code
• Navigate back to RealBooks and paste the code
• Click on OK
• Select the Integrated Dropbox account
• Two folders will get created automatically, which are upload and Upload_done
• Click on Save configuration
• Navigate to the Dropbox list tab
• Navigate to Settings > Upload from Dropbox
• Click on the ‘Upload from Dropbox’ button and press ‘OK’ on the popup
• Click on Search
• Once the documents are fetched by RealBooks, they will get shifted to the uploads_done folder

To create an Order to Receive cycle in RealBooks, follow the steps given below:

• Open your RealBooks account
• Go to Settings > Configuration > Inventory > Order Management
• Enable the toggle next to Order Management
• Enable Sale Order and the other options as per the requirements
• Enable the Delivery Order and other options as per the requirements
• Navigate to Settings > Configurations > Miscellaneous > Process > Create Process
• Name the template
• Select the drop-down list and choose the suitable voucher type for every process
• Press the checkbox next to each process type to use the entire chain of SO-DO-Sale, which marks that the user wishes to activate every step of the process cycle
• Navigate to Transactions > Inventory > Sales Cycle > Sales Order
• Input the required details in every tab
• Click on Save
• Navigate to Transactions > Inventory > Sales Cycle > Delivery Order
• Input the required details
• After adding a party ledger, you will be sent to the ‘Reference’ tab, which will show you all the open sales orders for that vendor
• Click on the checkbox on the left side of each entry to tag the Sales Order reference
• Click on Go
• Click on Save
• Navigate to Transactions > Inventory > Sales Cycle > Sale
• Input the required details
• After adding the party ledger, you will be redirected to the ‘Reference’ tab, which will show you all the open delivery orders for that vendor
• Click on the checkbox on the left side of each entry to tag the delivery Order reference and clicking on ‘Search’
• You will be redirected to the ‘Item’, there you can make the required changes
• Click on Compute
• You will be redirected to the ‘Accounts’ tab
• The tax ledgers will automatically update in the accounts tab
• If you wish to add any additional ledgers, Press the '+’ icon or hit enter to add a new row
• Click on Submit

To Automate GST in Voucher in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to Masters > Accounts > Voucher > Edit
• Mark the GST computation as automatic in the GST tab
• Click on save
• Navigate to Master > Accounts > Ledger > Edit
• Open the Income ledger
• Mark the ledger as taxable and add the tax rate
• Click on save
• Navigate to Transactions > Accounts > Voucher
• Input the required details and click on Compute GST
• Click on Submit