Client - Quick Start

Installation

A step by step guide on how to install the Tada client on Windows, Linux and MacOS devices

Login Window

Adding / Importing A User To import a user, Click on the “Import Key” button. A new window will open were we can begin to import a user. we will fill in the required details as follows: Server Address - This will be the address of the machine running the server. In this example, the server is running on a computer with the ip address 192.168.1.23. We also have to tell the client which port the server is listening on.

New Company Wizard

Welcome Page The new company wizard is used to quickly get your company up and running. It guides you through setting up the most important settings you will need to set to get started using Tada. The first page you will see is the “Welcome” page, we will click next to continue the setup. Company Details Page The second page you will see is the company details page, Inputs marked with a * are required in order to continue to the next page.

Dashboard

Top Menu Bar The top menu holds all the tools you can use in easy to follow categories. The Categories are as follows: Files - Tools related to the Client application. Exit application Company - Tools related to the Company. Company Settings Billing Terms Accounts - Tools related to the accounts. Charts of Accounts Closing Books Inventory Inventory Items Price Categories Units of Measurements Suppliers Suppliers Purchase Orders Supplier Invoices Debit Notes Supplier Payments Customers Customers Invoices Quotations Receipts Credit Notes Debit Notes Reports Financial Reports

Company Settings

To access the “Company Settings” Click on the “Company” menu then select the “Settings” Option. Company Info This is where you can change and set the main company details. It is recommended to add the “Bank Account Details” as this will be displayed on quotations, invoices, debit notes etc. Financial Years Here you can add and change the Companies financials years. You can change the “Current Year” if you need to work on previous or future accounting years.

Customers

Where to find all Customers To access the “Customers” Click on the ““Customers”” menu then select the “Customers” Option. The Customers dashboard will open showing all existing Customers. Create a new Customer Click on the “Add” icon to open the “New Customer” window. Fill in all the desired details for your new “Customer” and click on the “Create” button to complete and save the new customers.

Price Categories

Where to find all Price Categories To access the “Price Categories” Click on the “Inventory” menu then select the “Price Categories” Option. The Price Categories dashboard will open showing all existing Price Categories. Create a new Price Category Click on the “Create” button, a new row will be created for you to enter in the name of the new category you would like to create. Click on the “Save” button to save the Price Categories.

Suppliers

Where to find all Suppliers To access the “Suppliers” Click on the ““Suppliers”” menu then select the “Suppliers” Option. The Suppliers dashboard will open showing all existing Suppliers. Create a new Customer Click on the “Add” icon to open the “New Supplier” window. Fill in all the desired details for your new “Supplier” and click on the “Create” button to complete and save the new Supplier.

Billing Terms

Where to find all Billing Terms To access the “Billing Terms” Click on the “Company” menu then select the “Billing Terms” Option. The Billing Terms dashboard will open showing all existing billing terms. Create a new Billing Term Click on the “Add” icon to open the “New Billing Term” window. When selecting the “Type” filed. You will be presented with options and inputs for that specific “Type”. Fill in all the desired details for your new “Billing Term” and click on the “Create” button to create the Term.