Tutorial Accurate Online: Mengenal Fitur Cabang di Accurate Online

Summary

This tutorial introduces the 'Branch' feature in ERAT Online, which allows users to manage multiple company branches with ease. By installing the Multibranch add-on from Acurate Store, users can add and organize branch information, set user access restrictions, and create detailed reports for each branch. The tutorial demonstrates how to add a branch, configure user access, and use branch-specific details during transaction entries, such as sales invoices. Stay tuned for more helpful tutorials from Acurate Official, and visit help.acurate for further assistance.

Takeaways

• 😀 The Multibranch feature is an addon in ERAT online that allows you to manage multiple branches of a company.
• 😀 With the Multibranch feature, you can view branch reports and manage user access restrictions for each branch.
• 😀 To access the Multibranch feature, go to the settings menu, select 'Acurate Store', and search for 'Multibranch'.
• 😀 After finding the 'Multibranch' addon, click the install button to add it to your ERAT online account.
• 😀 Once installed, you can access the branch feature from the company menu and set up branch details such as name and phone number.
• 😀 You will need to fill in the full address of each branch in the 'Branch' tab to complete the setup.
• 😀 Under the 'Users' tab, you can configure user access for each branch according to your needs.
• 😀 After filling in the necessary information, click 'Save' to add the branch to the database.
• 😀 The newly created branch can be selected during transaction recording, such as in sales invoices.
• 😀 In the sales invoice, you can select the branch to be associated with the transaction from the 'Other Info' tab.
• 😀 The tutorial ends by thanking the viewer for watching and providing resources for further help through the 'Acurate Official' channel and help.curate.

Q & A

What is the main purpose of the 'Branch' feature in ERAT Online?

The 'Branch' feature in ERAT Online allows users to add branches of a company, enabling them to manage branch-specific reports and control user access for each branch.

Where can users access the 'Branch' feature in ERAT Online?

Users can access the 'Branch' feature through the 'Settings' menu, by selecting 'Accurate Store', and then searching for 'Multibranch' in the search column.

How can users add the 'Multibranch' add-on to their ERAT Online account?

Users can add the 'Multibranch' add-on by clicking on the 'Install' button after finding it in the 'Accurate Store'.

What information is required when creating a new branch in ERAT Online?

When creating a new branch, users need to fill out general information such as the branch's name, phone number, and complete address.

What can users do in the 'Users' tab when setting up branches in ERAT Online?

In the 'Users' tab, users can set branch-specific access for each user, according to their needs.

How do users save a new branch to the database in ERAT Online?

After entering the required information, users can click the 'Save' button to add the branch to the database.

Once a branch is created, how can users use it in their transactions?

After creating a branch, users can select the branch name when recording transactions in ERAT Online, such as in the sales invoice section.

Where can users find the 'Branch' option when creating a sales invoice in ERAT Online?

Users can find the 'Branch' option in the 'Other Info' tab while creating a sales invoice. This allows them to select the branch they want to use.

Is there a way to get additional help with the ERAT Online features?

Yes, users can visit the official help page at 'help.accurate' for further assistance with ERAT Online features.

What should users do if they want to continue learning more about ERAT Online?

Users should keep an eye on more tutorial videos from the 'Acurate Official' channel for further guidance and updates on ERAT Online features.