Help & Instructions
Welcome to the DeliverEdge Project web system. This guide will help you navigate and use all the features available in the application.
Dashboard
The dashboard provides a quick overview of key statistics and recent activities in your system. It is the starting point after logging in.
Vehicle Entries
- Add Vehicle Entry: Record new vehicle entries with profit calculations.
- Navigate to Vehicle Entries > Add Vehicle Entry.
- Fill in the required details, such as vehicle number, product, quantity, and associated factory.
- Submit the form to record the entry.
- Show Vehicle Entries: View, filter, edit, or delete existing vehicle entries.
- Navigate to Vehicle Entries > Show Vehicle Entries.
- You can search and filter entries based on various criteria.
- Use the action buttons to edit or delete entries.
- Vehicle Entries Summary: View summaries grouped by factory.
- Navigate to Reports > Vehicle Entries Summary.
- Review the total quantities and profits associated with each factory.
Parties
- Manage Parties: Add, edit, or delete parties (clients/vendors).
- Navigate to Parties > Manage Parties.
- Use the options to add a new party or manage existing ones.
- Party Accounts Summary: View current balances for all parties.
- Navigate to Parties > Party Accounts Summary.
- See a list of all parties with their current debit or credit balances.
- Party Ledger: View detailed transactions for a specific party.
- Navigate to Parties > Party Ledger.
- Select the party and date range to view their ledger.
Factories
- Manage Factories: Add, edit, or delete factory information.
- Navigate to Factories from the main menu.
- Use the options to manage factory details.
Transactions
- Record Payment: Record payments made to parties.
- Navigate to Transactions > Record Payment.
- Select the party, enter the amount, and provide a description.
- Submit to record the payment.
- Record Receipt: Record receipts from parties.
- Navigate to Transactions > Record Receipt.
- Select the party, enter the amount, and provide a description.
- Submit to record the receipt.
- Record Journal Voucher: Record inter-party transactions without cash involvement.
- Navigate to Transactions > Record Journal Voucher.
- Select both parties involved, enter the amount, and provide a description.
- Submit to record the journal voucher.
- Record Income: Record income entries.
- Navigate to Transactions > Record Income.
- Select the income account, enter the amount, and provide a description.
- Submit to record the income.
- Record Expense: Record expense entries.
- Navigate to Transactions > Record Expense.
- Select the expense account, enter the amount, and provide a description.
- Submit to record the expense.
- Manage Transactions: View, edit, or delete transactions.
- Navigate to Transactions > Manage Transactions.
- Use the options to edit or delete transactions. Deleting a transaction requires a PIN.
Reports
- Cash Book: View cash flow over time.
- Navigate to Reports > Cash Book.
- Review all cash-related transactions with running balances.
- Financial Summary: View total income, expenses, and net profit/loss.
- Navigate to Reports > Financial Summary.
- Select a date range to view the financial summary.
- Expense Ledger: View detailed expense transactions.
- Navigate to Reports > Expense Ledger.
- Select a date range to view expenses.
- Income Ledger: View detailed income transactions.
- Navigate to Reports > Income Ledger.
- Select a date range to view incomes.
- Vehicle Entries Summary: View summary of vehicle entries.
- Navigate to Reports > Vehicle Entries Summary.
- Review summaries grouped by factory.
Admin Tools
(Available only to administrators)
- Products: Manage product information.
- Navigate to Admin Tools > Products.
- Add, edit, or delete products.
- Profit Rates: Manage profit rates associated with factories.
- Navigate to Admin Tools > Profit Rates.
- Set up profit rates for different products and factories.
- These rates are used in profit calculations for vehicle entries.
- Chart of Accounts: Manage income and expense accounts.
- Navigate to Admin Tools > Chart of Accounts.
- Add, edit, or delete accounts. Deletion is restricted if the account has been used in transactions.
- User Management: View and delete user accounts.
- Navigate to Admin Tools > User Management.
- Manage existing user accounts.
- Register New User: Create new user accounts.
- Navigate to Admin Tools > Register New User.
- Fill in the required details to create a new user.
Other Features
- Help: Access this help page for guidance.
- Navigate to Help from the main menu.
- Change Password: Update your account password.
- Navigate to Change Password from the main menu.
- Enter your old password, then your new password twice to confirm.
- Logout: Sign out of the system.
- Navigate to Logout from the main menu.
General Tips
- Use the navigation menu at the top to access different sections of the system.
- Hover over menu items to see more options in the dropdown menus.
- Ensure all required fields are filled when submitting forms.
- Regularly check the "Reports" section to stay updated on financial standings.
- For any issues, consult this help page or contact the system administrator.