Follow the steps to setup your CompanyGate.

1. Company Data

Company Data is to add your Company Information. This Company Information will come in the top of the Invoice. To add Company Data:

• Select Company Data from Master Menu.
• Add Company Name and other details in the appropriate columns.
• Select File Number mode for Customer File, Invoice file, Purchase Orders File, Charges File from Numbering Tab
• Select the Currency and financial year, upload the logo if there it
• Click Save Button to save the information added.

 

2. Charges

Charges is to enter Charges by Charge. These Charges will appear in the Charges field in Invoices and in Medical Record screen. To add Charges:

• Select the Charge from Master Menu.
• Select the Departments from Department list.
• Type the Charge Name and Price.
• Click Save Button.

3. Employees & Staff

Employees & Staff is to enter all the details of Employees and Other Staffs with their Department and Designation. Only Employee Designation will appear in appointment Screen. Employee Names will also appear in Customer File Screen.

To Add Employees :

• Select the Employee & Staff from Master Menu.
• Add Title, First Name & Last Name.
• Select the Designation as Employee, add Department and Degree.
• Click Save Button.

To Add Staffs:

• Select the Employee & Staff from Master Menu.
• Add Title, First Name & Last Name.
• Select Designation as Nurse or Admin, add Department and Degree.
• Click Save Button.

4. Suppliers

Supplier is to enter all the information about Suppliers dealing with. Supplier will be appear in Products, Expenses and Purchase.

Adding New Supplier

• Select the Supplier from Master Menu.
• Add Supplier Supplier Name, Phone, Fax, Address, City, Zip/Postal Code, State/Province, Country and Email.
• You can also add contact person Name, Mobile,Email and Notes.
• Click Save Button.

5. Sales Leads

Sales Lead is to enter all the information about Sales Leads dealing with. Sales Lead will be appear in Customer File

Adding New Sales Lead

• Select the Sales Lead from Master Menu.
• Add Sales Lead Sales Lead Name, Phone and other data.
• You can also add contact person Name, Mobile,Email and Notes.
• Click Save Button.

6. Expenses Category

Expense Categories is to enter new Expense Categories apart from the list provided. Allow you to add Expenses per Category and Sub Category wise. These Expense Categories will appear in Expenses Screen at the time entering expenses.

Adding new Expenses Category:

• Select the Expenses Category from Master Menu.
• Type the Category Name then click Add button.
• To add sub category select the category from the Category list given below ,and click Add Sub Category link that will appear.
• Type The Sub Category and click Add Sub button.

7. Product Category

Product Categories is to enter new Product Categories apart from the list provided. Allow you to add Products per Category and Sub Category wise. These Product Categories will appear in Products Screen at the time entering Products.

Adding new Product Category:

• Select the Product Category from Master Menu.
• Type the Category Name then click Add button.
• To add sub category select the category from the Category list given below ,and click Add Sub Category link that will appear.
• Type The Sub Category and click Add Sub button.

8. Products

Products is to enter Products Details that will be in Inventory.This products will appear in Purchase Orders screen in Inventory menu .

          Adding New Product

• Select the Products from Master Menu.
• Select Product Category from drop down list ,Type the Product Name .
• Select Form from drop down list ,you can add new Form by clicking Add Icon to open popup window ,type the new Form and click Save Button, delete exiting Form By select it and click Delete Icon.
• Type Generic, Dosage, Strength, Pack Size, Unit Price, Retail Price and Reorder Limit.
• select Supplier from Supplier drop down list, select Manufacturer from Manufacturer drop down list, you can add new manufacturer or delete existed one by clicking on Add Icon & delete Icon.
• Click Save Button.

9. Departments

Departments is to enter Departments. These Departments will appear in all the screens, which contain the Charge & Employees Information.

Adding new Department:

• Select the Departments from Master Menu.
• Type the Department Name.
• Click Save button.

10. Access Rights

Access Rights is to give the rights for Employee(s) or Employee(s) to Use CompanyGate. You can limit the permission of the Employees for accessing the confidential data's of your Company. First time CompanyGate will open with the user name "Admin" and password "Admin". You can reset the Administrator user name and password with own Choice. Once you reset the username and password, you must need to enter new user name and password each time you login.

To set Permissions:

• Select the Access Rights from Master Menu.
• Select the Employee or Employee Name from the Drop down.
• Assign a user name for the Employee with Password.
• Now Select the Rights, you are going to assign for the particular Employee.
• Once you assign the rights for particular Employee, he/she can able to open only those screens and do the actions related to their rights.
• Click Save button.