Pre-sale Questions

How do you use Sappy Business Accounting software ?

For any personal assistance related to Sappy business accounting software, you can directly call our Customer support team.

What is contra and journal entry in Sappy Software?

Contra Use for Bank Related Entry and Journal entry used for all other account to settle with equal amount.

Can we take backup of Sappy Data ?

Yes we can take backup of sappy data and once you install sappy software in your System and start working with it then it will take backup automatically.

How to link printer to Sappy Software ?

Once you install Printer driver in your computer after that you need to click on tools with dropdown printing tools > New > Printing setting. And For more details you can connect with customer suppprt.

Can we change Theme in Sappy Software ?

Yes we can change theme in sappy software and this option available in Tools menu-> POS setting.

How to generate a new invoice with same details from an existing Sales Invoice?

Yes we can generate new invoice with same details from existing invoice by coping of existing invoice press Shift+F4.

How to delete any Sales Invoice?

You can delete sales Invoice from Sale Bill list and click on delete button which you want.

How to delete Sales Invoices in bulk?

You can delete sales invoices in bulk by clicking on multiple bill select option from sale bill list and after selection you can press Delete button.

How to delete or edit HSN Number / Code?

You can edit or modify HSN number go to in Item Management -> HSN -> List and double click for edit of HSN or Press DELETE button if you wish delete HSN.

How to modify / edit an existing voucher / Invoice?

In Sales/ Voucher List and Enter/ Double click on your required Invoice/ Voucher.

How to export document in pdf?

Yes we can export in PDF and in Sappy software Export option is available in mostly required window.

From Where I can enter edit remarks in any voucher?

From Narration option in voucher.

How to export data from Application – Reports

Export in Excel/Text/PDF format

How to create New company?

For create new company you can contact to your authorized dealer or customer support.

How to take logo & remove logo in Sappy invoice print format.

Invoice Format Design available in Printing tool .

Is there any option to delete all the master or one by one?

First we have to change in one master and then repeat for all the required masters for delete all.

How to give backdate Rights to user?

Active User Rights from User Management-> Authorization

Can we change the customer code?

Yes only External Code

What is credit Limit in Customer Master?

Credit Limit is for give to a customer for time period in a value wise.

How to apply interest rate on customer outstanding.?

By Interest Calculation System

How to maintain Multiple units of Measurement (UOM) for one item?

This Facility available only for FMCG/ Manufacturing Unit for multiple Unit Qty System as PC ,Pkt ,Box.

From Where I can check my Balance Stock Value?

Form 1-Report -> Closing Stock

How to Change a company?

Tools-> Organization -> Organization List

How to see the license?

On Software Main Screen in Front Bottom Left Side

Can we make multiple payment voucher from single window?

Yes ,Single Date and Continuous vouchers are possible for multiple payment/ receipt voucher in single window.

How to give access rights to user for Specific location?

Yes, after accessing Multi-Location License.

How can admin change the password of their user?

User Management ->User Define.

How to add bank details in invoice.?

You can Add Bank detail in firm management and use on invoice by print format design.

How do I create new user in Sappy ?

User Management ->User Define.

What is the user of Manage User option?

This option use for create A New User for Department wise or a limit work.

How to open opening stock ?

In Item Menu-> Opening Stock.

How to add opening stock (Item/Article/Service/SKU)?

First select Item name and related stock, Batch/Lot NO, Expiry, Scheme, Free Stock Qty, Sale Price, Purchase Price, Cost Price etc.

How to add opening outstanding amount for Customer (Client/Member)?

From Dealer Management -> Opening Balance.

What is the Merge Master? What are its uses?

This option use for two or more similar party merges in to single with balance and outstanding.

Can we make Sale & Purchase transaction in one Party?

Yes we can.

How to check cash bank Book?

1-Report-> DayBook

Do I have to pay every year for Offline application?

Yes , This Charge applicable for Renew and warranty extend.

How to Generate e-Invoice ?

By Press Ctrl+I on selected Bill and get JSON file for file upload on govt portal.

How to generate eWayBill in Sappy ?

By Press Ctrl+e on selected Bill fill the columns for information for e-way bill and process for confirm and we check the e-way bill option from GST report Menu then select the multiple/single invoice and press on Apply Button and get JSON file for uploading then file upload on govt portal.

How GSTR3B and GSTR1 is generated in Sappy ?

in GST Report Menu

How does Sappy provides GSTR2A reconciliation?

GST Report Menu-> GSTR2A Match Option

How my data will remain secured ?

Your Data is always secure.

How does Sappy work for Professionals ?

Yes , Always use a account with many firm/Business unit accounting.

Can I generate Export Invoice in Sappy ?

Yes, We generate invoice in PDF, Excel, image etc.

How do I manage import purchases in Sappy ?

By Import Purchase in Purchase menu

Can I define PriceList / Rate List in Sappy ?

Yes .

Can I manage multiple Invoice Series, separate for Export and Domestic Invoice ?

Yes.

Can I have different Print formats of Invoice ?

Yes, It’s Possible.

Can I track Salesman / Sales Team /Agent wise sales ?

Yes.

We have multiple offices in india ?

Yes.

Can I create Extra Fields in Documents / Masters ?

No Only in Customization mode.

Can I configure Approval / Authorization system ?

Yes.

Can I have user wise restrictions for different options available ?

Yes.

Can I import data from Excel ?

Yes.

Can I generate Party Account Confirmation and Mail directly ?

Yes.

Can I generate Loan interest Statement from Sappy ?

Yes.

Can I choose Tax Inclusive or Exclusive in Rate on Invoice?

Yes.

How do I activate my Order App?

Contact to your dealer and customer support.

Does the Mobile App work Offline?

Yes.

How I do collection from eOrder App?

By Payment Receipt.

Can I check my stock with Items photo.

Yes.

Does the App work Offline?

Yes

Can I send my multiple orders at one time to multiple distributor/supplier.

Yes By mail.

How do I get support?

You can mail to support id support@sappytech.com or call 8000927251 .

Can I transfer all data from my current software to Sappy Software ?

Yes First convert data in to Excel then convert in sappy.

How can we set link of invoice in SMS?

By API System of Bulk SMS

Can we add some line in SMS?

No, It’s pre approved by Operator only.

How to send SMS through our SMS pack purchased?

By Link sms API with sappy Software.

Can I send Invoice on Mail / Send intimation on SMS ?

Yes

Can we send sms while generate on sale Invoice ?

Yes

Can we send Birthday and anniversary sms to the customer ?

Yes we can send .

Can we send sms randomly by system ?

No we can’t send randomly, Every sms approved by DLT first for sending sms or check with sappy team.