Masters Setup

01 Create a ledger (Alt+L) Add a customer, supplier, bank, expense or any other account, with the right group, GSTIN, credit terms and opening balance. 02 Check a GSTIN before creating a party Read a GSTIN correctly, confirm it is active, and avoid wrong or duplicate party ledgers. 03 Create a stock item or service (Alt+I) Add a product or service with units, HSN / SAC, GST rate, pricing and opening stock, with the Co-Pilot checking duplicates and margin. 04 Smart HSN suggestions on stock items Type a code or a product word in the HSN / SAC Code field and pick a suggestion to fill the code and GST rate. 05 Organise accounts with account groups Understand the built-in groups and create sub-groups so ledgers roll up correctly in the Trial Balance and Balance Sheet. 06 Stock groups and units of measure Group your items for filtering and reports, and set GST-standard units with the right decimal places. 07 Customise voucher types and numbering (Alt+V) Create your own voucher series with prefix, suffix, starting number and zero padding, and keep invoice numbers GST-compliant. 08 Add dispatch addresses (warehouses and factories) Set up every location you ship from, so invoices show the right address and GSTIN and e-way bill distance is correct.