Maximise profits, strengthen inventory turnover, manage & create custom pricing across all business channels, and identify your bestselling items with ease using Win Accounting's Smart Stock Control Module
Enhance your marketing efforts and keep your clients coming back for more
Launching Win Acc
Run the winacc.exe application from your install directory
Login using your unique Login and Password
When Logging in for the first time, use "New" for both the Login and Password
You will then have the ability to create a unique login
(keep this safe & confidential)
Once you've logged in, the "Win Accounting Select Company" window will open
Inserting/Selecting Company
To Add a New Company, go to File > Select Company
(this window will also automatically open when you log into Win Accounting)
Add a new company by Right Clicking anywhere in the white space below the “Sample Company” and clicking “Insert”
Enter your company’s name and press Tab for the system to automatically create a Data Folder location
The easy one-page System Parameters window will automatically open after creating a new company
Select your newly created company by double clicking on it in the list
(or by highlighting it and clicking the “Select” button)
One-Page System Parameters Window
The easy one-page System Parameters window will automatically open after creating a new company
Everything with a pink background is a required field
The information entered on the one-page System Parameters window is relevant across all modules for the selected company
Take note: each module has additional System Parameters with module-specific defaults that can be modified by selecting the module and navigating to System Settings > System Parameters
Fill in all relevant company information and click “Save” to continue
System Parameters
Easily fine-tune your additional Stock Control System Parameter defaults to suit your specific business needs
Access your System Parameters by navigating to System Settings > System Parameters
Take note: the “System Settings” menu button will only be visible when
on the module’s main menu screen
Besides general company information, you can also speed up time by setting the default Store and Open-to-Buy Category Codes
Set the Additional Markup % on Price List - choose from 3-tier options
Here you can also set the Selling Price decimal place rounding on Receipts and where applicable, cost price will recurse account sub-assembly and be rounded off to the set decimal place
Win Accounting allows for Multi-User functionality
After logging in with the “new” “new” details, you can easily create a new user
To add a new user, click Option > Security Menu and then Browse User
Here you’ll see a list of all the current users
Add a new user by clicking the “Insert” button
Take note: When first creating a new user, their password will be the same as the Login Code/Username - The user will have the option to change their password when they first log in
Your Win Accounting licence allows for 5 unique users - speak to your Win Accounting Agent or contact Win Acc Support to unlock additional user slots
Changing Your Password
Change your password by going to Options > Security Menu > Change Password
Enter your Old/Current Password and your NEW Password
Verify your New Password and click “OK” to save
Accounting Period
While your fiscal period start month (Accounting Period) is set in the one-page System Parameters Window after first inserting your company, if required, these dates can be modified by opening the Stock Control module and navigating to System Settings > Periods Table
Here you can easily change the specific month-end day for each financial month
Should you wish to modify the fiscal period start month to a different month than what was initially set in the one-page System Parameters window, this can be done quickly and easily by doing the following:
To fully clear/edit your periods table, press Alt+C to clear the first Period End Date - adding a new date, and pressing Tab will cause the rest of the period dates to automatically update (based on the newly inserted date)
Manage your Stock Control and gain valuable business data with ease
Assign unique codes to your Stock Items, Groups, VAT, Stores, Stock Categories, Purchases and Products to unlock the full potential of the Stock Control Analysis Reports
Being able to better visualise and connect with your accounting data enables you to make informed business decisions, backed by facts and statistics, rather than gut-feel
Use this section to enter, capture and post all stock-related transactions, including Invoices and Credit Notes, Receipts and Adjustments, as well as Transfers
Easily Post Batches and review your Stock Take Balances to ensure that your accounting data and analysis remains complete, providing a truly comprehensive "big picture" of your Inventory Control
Easily visualise and connect with your business data using the Win Acc Stock Reports
Gain valuable analysis to aid you in developing a more logical & effective cash flow within your supply chain - Control business resources more efficiently by keeping track of how much, how often and when to pay your suppliers
Use Purchase Analysis to determine whether your business is capitalising on all early payment discounts offered by your suppliers - Use the report data to better negotiate invoice payment terms, visualise your cash flow and keep track of late payments
Create an informed business budget that accurately caters for future expenses
