Operation Manual of Auto Parts Management System
Auto Parts Free Auto Parts Management Software Download
2014.1.23 to update
AutoConnect software desktop
I Login and account management
1、 Software operator login
Software operator login window (as shown in the figure below), this login account is set by the user in the software menu System Management - > Operator management Added or modified in. Users who install for the first time can use the default operator account and password to log in.
(Fig one ）
2、 Auto part number login
Auto part number login window (as shown below), if you have registered before QP No. You can use the previously registered QP No. and password can be logged in here. Non registered members cannot print the sales order, set the company name and contact information, and can only store the inventory two hundred Pieces.
(Fig two ）
If not previously registered QP No., you can click "Free Registration" in the above figure to register one QP No., become a software member. The registration window is as follows:
(Fig two point one ）
After registering as a free member, our qp110 The website will automatically generate a corporate promotion website for you, and the software can use sales printing, setting print headers and other functions.
Note: Please distinguish the operator account and QP One software can have multiple operator accounts, but only one QP number. The software login uses the operator account, and QP You can only log in once when the software is just installed.
Individual computers may not be registered properly due to router settings. You can register one on the website QP And then log in to the software.
II Purchase, sales and inventory management
1、 Purchase management
one point one Stock in
You can manage your inventory in inventory management only after the incoming goods are warehoused. Click "Purchase, Sales and Inventory Management" in the menu bar - > "Purchase Management" - > "Stock in" opens the stock in window , See the figure below.
(Fig 2.1.1 .1 ）
After entering the supplier on the left, click the "Purchase" button to open the accessory data entry window as shown below
(Fig 2.1.1 .2 ）
Fill in the accessory data and click OK to complete the entry of a certain accessory. When you have multiple accessories in a list, you can continue to add accessories. After recording accessories, click Cancel to enter the settlement window. As shown below
(Fig 2.1.1 .3 ）
If there is no freight in this bill, you can choose the settlement method instead of filling it out. When the settlement method is on account, there will be this amount in the accounts payable.
one point two Return to supplier
Click Settled in the upper right corner of the figure below, and then click Query [F3] ”Button to find the order you want to return
(Fig 2.1.2 .1 ）
Click Return【 F8 】”Button, the table at the bottom of this window will change, and there is an additional return quantity column, as shown below
( chart 2.1.2 .2 ）
Find the parts to be returned, enter the return quantity, and click the settlement button above to complete the return.
2、 Sales management
2.1 Sales Billing
Click "Purchase, Sales and Inventory Management" in the menu bar - > "Sales Management" - > "Sales billing" opens the purchase window , See the figure below.
( chart 2.2.1 .1 ）
Entering keywords in the corresponding items in the search column will help you find the accessories you want to sell quickly. For example, in the above figure, I entered the first letter of the word "buckle" in the name column, and the software will help me list the first letter in the name of the accessories in the following table ”KK” Accessories for. Select the accessories to be sold and click "Sales Billing" in the upper left corner, or double-click the accessories to be sold directly to open the sales window. As shown below
( chart 2.2.1 .2 ）
Enter the content in the customer name box. If this customer has purchased this accessory, the purchase record and price of this customer will be displayed on the right side of the window, as shown below
( chart 2.2.1 .3 ）
After filling in or correcting the corresponding information, click OK to confirm that the accessory information will appear in the table below the sales invoice, as shown in the following figure.
( chart 2.2.1 .4 ）
If the customer wants to purchase more than one accessory, you can continue to select the accessory to sell for the above operations.
( chart 2.2.1 .5 ）
After the accessories the customer wants to purchase are added to the table below, click the settlement button above to enter the settlement operation
( chart 2.2.1 .6 ）
After the settlement window pops up, as shown in the following figure, select the settlement method in the big red box. When you select on account, this document will appear in "Accounts Receivable"
Note that the small box below "Print immediately after confirmation". If it is checked here, click OK to print immediately. There will be no print setting window, so we generally do not check this option.
Click OK to complete the sales of this order
( chart 2.2.1 .7 ）
two point two Urgent billing
When your accessories have not been entered into the inventory, but have to be sold again, you can use the express billing function, click "Urgent billing" Button, the window in the following figure will appear, enter the information of the accessories to be sold and click OK. If this order requires other accessories to be sold, you can continue to add them, otherwise click the "Return" button to perform purchase settlement for the accessories of this urgent shipment. Finally, click the above settlement button to complete the urgent billing operation.
( chart 2.2.2 .1 ）
two point three Sales browsing and sales printing
Click the "Sales Browse" button above the "Sales Billing" to view the previous sales documents
( chart 2.2.3 .1 ）
The sales browsing window displays the data of the current invoice by default. As shown below
( chart 2.2.3 .2 ）
The window is divided into upper and lower parts. The upper part displays the issued order and some customer information, and the lower part corresponds to the accessory information contained in the order.
Click the sales query button to query more sales orders in the past, as shown in the following figure, which can be queried by the time of issuance or by the order number.
( chart 2.2.3 .4 ）
Click the sales print button to open the sales print preview window, as shown in the following figure. The first red box on the right can select the print format. The second red box, when no paging is selected, the software will automatically adjust the print height. When paging is selected, the software will adjust the height according to the value set in the print height box below.
Click Print to print the preview page.
( chart 2.2.3 .5 ）
two point four Sales return
Open the "Sales Billing" window and click "Sales Return", or directly click "Sales Return" on the left panel of the software to open the "Sales Return" window. As shown below
( chart 2.2.4 .1 ）
First, use the query function to find the order you want to return. If you don't remember the order number, you can query it according to the time range. After finding out the sales in a certain period, select the parts you want to return, and click the "Return" button, as shown below.
( chart 2.2.4 .2 ）
After clicking the "Return" button, a window as shown in the following figure will pop up. Enter the return quantity in the return quantity.
( chart 2.2.4 .3 ）
Note that the option "Put in Scrap Warehouse" in the red box, if checked, will show the purchase history of this accessory below, as shown below. When setting the scrap warehouse, you must select the purchase batch of this accessory, that is, you must select the purchase order.
( chart 2.2.4 .4 ）
After clicking OK, the parts you want to return will appear in the lower table of the previous sales return window, as shown below. If you still have spare parts to return, you can continue the above operation. If not, please click the "Save" button to enter the settlement process
( chart 2.2.4 .5 ）
The settlement here is the same as the sales settlement operation, so it will not be repeated, as shown in the following figure
( chart 2.2.4 .6 ）
Click OK to complete the sales return.
Click Sales Browse to view sales and returns, as shown in the following figure. Red is the return order, and black is the sales order.
( chart 2.2.4 .7 ）
3、 Inventory management
Click the "View Inventory" button from the left panel of the software to open the inventory management window, as shown below. Right click an accessory to view purchase history and sales history. Here we focus on "Inventory" and "Return to Supplier". You can modify attributes and prices directly after opening the functions.
( chart 2.3.1 ）
three point one Inventory
Click the figure above ( chart 2.3.1 ）Click "Counting" in to enter the counting window, as shown in the following figure（ 2.3.1 .1 ）Please click the "Inventory Initialization" button for the first inventory check, and the distributed table will list all your inventories after clicking. If the inventory quantity of a spare part is incorrect, you can fill in the correct quantity in the "Inventory Quantity" column, and the spare part with the correct inventory quantity may not be filled in. The counting quantity is saved in real time. When you have too many parts, you can continue counting the next day if you haven't finished counting the parts in one day. But when you open counting the next day, please don't click "Inventory Initialization", or the data of the previous point will be cleared. After counting, click the "Enable counting" button, and the inventory quantity will become the quantity after counting.
( chart 2.3.1 .1 ）
three point two Return to supplier
As shown in the figure 2.3.1 , select the parts to be returned and click the "Return to Supplier" button to enter the return window, as shown below 2.3.2.1 Select the correct return batch, enter the return quantity, and click Settlement to complete the return function.
( chart 2.3.2 .1 ）
4、 Quotation preparation
When your customers come to you and need the purchase details and prices of a batch of accessories, you will use the quotation. Click the quotation creation on the left side of the software to open the pre-sale quotation management window, as shown below (2.4.1 ）。
( chart 2.4.1 ）
Click the "Billing" button, the table on the left will automatically generate the order number, and the accessory selection window will pop up, as shown below（ 2.4.2 ）
( chart 2.4.1 ）
Double click the parts you need, enter the quantity and unit price in the pop-up window and click OK. Then one part will enter your quotation list. If there are more parts to quote, you can continue to select here. Click the "Exit" button in the large window after all the required accessories are selected
After the above operations are completed, you will see the following window. The left side is the order number, and the right side is the accessories selected in the order.
You can see that the "Customer Name" item in the left table is still empty. You can click the "Select Customer" button to add customer information.
Click the "Price Adjustment" button to collectively adjust the unit price of the selected parts. Enter the price adjustment base point in the price adjustment window and confirm to change the unit price of all parts in this order.
If you only want to change the price of a certain accessory, you can double-click the accessory and edit the unit price or other data in the pop-up window. As shown below
Click Convert to New Doc in the following figure to convert a quotation to a sales document.
5、 Parts lending
The operation of parts lending is similar to that of parts sales. Double click a part, enter the lending quantity and other information in the pop-up box, and click OK. If it is multiple parts lending, you can continue the above operation.
After selecting accessories, click the OK button, enter the customer name and other information points to confirm
Click Lending Browse to view all lending information
Click Return to return the lent accessories
The return operation is similar to the sales return operation. First, use the query function to find the accessory you want to operate on. Double click it to open the return window, as shown in the following figure. Enter the quantity and click OK. If there are multiple accessories returned, you can continue to operate. Then click Save to complete the lending return operation.
6、 Accessory borrowing
The accessory borrowing operation is similar to the accessory warehousing operation. Enter the vendor name at the supplier and click the "Borrowing" button
This window appears and you can enter the basic data of accessories
After selecting a document, click the "Return" button to return the parts on this document. The operation process is similar to returning the parts to the supplier. After clicking "Return", the lower table will have an additional "Return Quantity" column. Enter the quantity in this column, and then click "Save" on the upper side【 F5 】”Button.
7、 Parts loss reporting
Open the parts loss reporting window, find the parts to be reported, double-click, enter the loss reporting quantity and click OK. Finally, click the "OK" button marked in the figure below, and enter the relevant information in the pop-up loss reporting editing window.
III Accounting Management
three point one Accounts Receivable, Accounts Payable and Collections on Behalf of Others are the same. Here we will take Accounts Receivable as an example to explain
Open the Accounts Receivable window, as shown in the following figure. On the left is the name of the merchant and the total amount of arrears. When you click a piece of information on the left, the table on the right will display its A/P or A/R sub list
Select a list on the right and click the "Details" button on the top to view the details of accessories of this list, as shown below
Write off operation means that you have received this payment or part of it. The operation is as follows, as shown in the figure below. If the merchant pays off the payment in full at one time, you can click Select All, and then click Write off to complete the operation.
If only part of the payment is received, you can click the option marked in the red box in the above figure, and a box will pop up after clicking, allowing you to enter the specific amount of repayment. As shown below
Click OK to compare the payable amount with the payment amount. The payable amount is greater than the payment amount
After clicking Write off, this document will display the returned fifty , payable and thirty-eight point five , as shown in the figure below
When a certain amount of money becomes bad debt, that is, it can not be recovered, you can click the box in front of the bill and then click the "Bad Debt" button. A document that has been set as bad debt can be viewed in bad debt query and restored or written off.
three point two Cash account and bank account
When you select cash as the payment or collection method for purchase or sales, this account will appear in the cash account; otherwise, if you select Yes, this account will appear in the bank account. Each time you make a collection or payment, the corresponding cash account or bank account will be recorded. As shown below, if you want to add a manual account, you can click Add.
Fill in relevant information in the following window.
three point three Daily income
Daily revenue is actually a collection of cash account and bank account. The operation method is the same as that of cash account.
IV Report management
Report management includes parts purchase details, planned order details, parts sales details, parts sales profit statement, purchase, sales and inventory summary report, and business report. Its function is to view the details of each category. The operation is the same and simple. You only need to use the query function correctly.
Note that each report has the export function, which can export the report Excel , but this feature cannot be used by stand-alone users, only enhanced and network users can use it
Parts sales ranking, customer sales ranking, and employee sales ranking are basically not operated. You can see the data you want as long as you open them. These functions can only be used by users of the enhanced version and the network version.
V Basic data management
Basic data management includes customer data, supplier data, employee data, parts data and license plate data. The management of these data is mainly useful in sales or purchase. Its operations are simple, including adding, deleting and modifying operations. As long as you open these windows, you can basically understand how to operate.
VI Advanced Business
The functions in the business level business must be supported by the network when used. Click on the advanced business menu and you will find that some functions are grayed out and cannot be used. These functions must be connected when you click "Connect" QP110 ”Can be used.
As mentioned earlier, when you register a QP After the number of, we will automatically generate a website for you. You can open your page in "My Website" at the bottom left corner of the software panel.
The function of advanced commerce is to publish your website management and relevant information, so that netizens can find your published information from the network, thus bringing you business.
The functions here are relatively simple. They are all functions of publishing or checking replies. Here we will focus on "online sales of accessories"
When you open the online sales window of accessories
As shown in the figure below, the table below will automatically read out your inventory data. You can click the "Select All" button to select all accessories, or check the accessories you want to upload in the table below, and click the "online sales of accessories【 F4 】”Button. Note that when you click the sales button on the accessories website, you are required to connect to the qp110 Can only be performed in the status of.
Click "Online sales of accessories"【 F4 】”After that, the software will enter the status of accessory upload, and the progress bar below will display the upload progress. Note that when you upload too many accessories, this process takes a long time. Please wait patiently and do not close the window.
After uploading, click "Open Online Sales Hall" to see the accessories you have uploaded online.
VII system management
seven point one Data backup
Open the data backup window as shown in the figure below, and save the path item in the default location under your software installation directory“ backup ”Folder. If you want to modify the backup directory, you can click the "Select" button behind to select the directory you want to store. After selecting the storage directory, click Backup.
Note that when backing up the stand-alone and enhanced software, a folder with the name of the current time will be generated in the save path you set, and the number of backups will be placed in this folder, while the network software is a .bak File. It is also recommended not to back up data in the software installation directory, especially in C Disk, if you have U Disk, you can save the backup data in U Make a copy in the disk.
Please clean up the backup data in a timely manner. If the software is used for a long time, it may lead to insufficient disk space due to too much backup data. Generally, only the latest backup data should be saved.
seven point two data recovery
Open the data recovery window as shown in the figure below, and save the path item in the default location under your software installation directory“ backup ”If the directory is incorrect, you can click the "Select" button to select the correct backup data path.
Note that the stand-alone version and enhanced version software will select the folder where your backup files are located when restoring, while the network version software is a .bak File.
seven point three Data initialization
The data initialization operation is to clear all the data in your software, including inventory, purchase records, sales records, parts data, etc. The data initialization operation is generally done when you need to re-enter data after testing the software.
seven point four Data import and export
Data import and export can save your excel file Import into the software. This window supports the import of customer data, supplier, attribute and inventory, as shown in the following figure. The four types of import operations are the same. Now let's take attribute import as an example.
First click the "Attribute" radio button in the red box in the following figure. After clicking it, you can find that the form on the right has changed. Here, you can click the non type data import, and the corresponding header on the right will also change accordingly.
Note that the Excel The order of the header should be consistent with the order of the items in the table on the right, that is, the order of the red box in the following figure should be consistent
Click the "Open" button above to select the Excel File, then check the item, as shown below
Click the "Read in" button above again to Excel The data is read into the software, as shown below
If there are no problems after checking, you may click the "Import" button
Note that you should not click too fast here. There is a place you need to select, as shown in the figure above, to remind you whether to clear the existing data in the property sheet. If there is data in your property sheet, click "Yes" here, then the previous data will be cleared. You can click "No" to continue the operation. If you have more data, the import time may be long. Please wait patiently and do not close the window.
seven point five Operator management
It is relatively simple for operators to manage this window, which is all about adding, deleting and modifying operations, One thing to note here is that when you add a new operator, remember to check the right permissions, otherwise the new operator will not have any permissions and can not operate anything after logging in.
seven point six Sales Order Print Configuration
For sales order printing configuration, this function is mainly used to modify the sales order printing format. The "Print Item Settings" in the red box in the following figure can only be used in the enhanced software and network version.
seven point seven Sales order advertisement
This advertising words will be displayed at the bottom of the sales order after setting, and this function is only used in the enhanced version and website version. The stand-alone version cannot modify the advertising words, and the advertising words are our advertising words of Auto Parts.
seven point eight Automatic software upgrade
The software has an automatic upgrade function. When the software is updated, there will be an upgrade prompt when logging in the software.
For individual computers, the software may not be upgraded automatically. You can back up the data, download the latest version on the website, and then overwrite the installation.
8、 Software exit
When the software exits, it will remind you to back up the data. The backup process is consistent with the data backup described above.