In the module configuration it is possible:
- Indicate whether you want to create income in Contabe when a customer places an order. You can create a revenue item in Contabe when a customer places an order.
- Indicate whether you want to create income in Contabe when the order status is changed. You can create a revenue item in Contabe when the order status changes..
- Indicate order states that create an item of income in Contabe.
- Indicate the approximate percentage of I.R.P.F to show in tax section the import to pay to the Treasury at the end of the quarter.
The administrator can see all the information provided by this module in a new tab that is added to administration menu.
In this section the administrator can see in graphical format all income, expenses and benefits of a given period. You can also view the top selling products in the given period.
On this page you can change the given period to review transactions.
In the section of accounts you can create countless money deposit accounts, such as bank accounts, pension plans and even their own portfolio. All this in order to represent their real accounts.
In the transfers section you can see a list of all transfers between accounts. This section is useful for moving money between different accounts. To add a new transfer between accounts, you only need to select the source account, destination account, the amount and date of issue.
Transfers are not associated with your bank or PayPal account directly. For each transaction that you make in reality, you must add then in Contabe to be reflected in the accounting.
In the section of customers you can see a list of registered customers in your store associated with a customer code created with its identifier. About customers you can see important information such as the total purchases you have made and a list of associated revenues.
Customers that register from the front office both the clients that are created from the backoffice are shown in this section.
In the suppliers section you can see a list of suppliers that interact with your business. About suppliers you can see important information such as the total expense you have made with your business and a list of associated expenses.
Providers are not created automatically. When you create a new expense, it must be associated with a provider. Suppliers must be manually created in this section before adding an expense.
In the expenses section you can see a list of all the costs of operating your business associated with a supplier. For each expense that generates your business, you must create it in the application so that they are reflected in the accounting.
In the revenue section you can see a list of all the revenues from the operation of your business associated with the customers.
When an order is placed or the status of an order is changed to a marked state in the configuration of the module, the data of that order is recorded as revenue in this section.
You can also add new revenue produced outside of the virtual store so that they are reflected in the accounting.
Returns and discounts are also reflected in this section with negative amount.
Profit and Loss
In the profit and loss section you can see at a glance the result of the exercise (cats, income and profit) of a given period.
In the section of taxes you can see the approximate taxes that you must pay to state (treasury) every quarter.