Paul Udosen17 May 2023
PREPARATORY WORK
- You may have created your own organization and obtained the rights to your portfolio
- You must be eligible for the right financial program
- You must have filled out the Ebarim request form and sent it
- The form request sends a request to Ebarimt for the code from the authorized party, and the response comes within 3 days.
- The only case where the response does not come from ebarimt is that the documents were previously issued from another program. In this case, it is necessary to provide an OFFICIAL LETTER to VATUS from the client organization stating that they wish to issue a document through the Authorized Financial Program.
- The following inventory information must be entered in the correct financial application
- Inventory classification
- Type of inventory /it must contain unit price information/
- Location of inventory / Code must be 2 digits /
- Бараа материалын эхний үлдэгдэл /заавал биш, хэрэв ПОС дээрээ үлдэгдлээ харж явна гэж үзвэл орсон байх шаардлагатай/
- Эрхэт санхүүгийн програм болон эрхэс дээр дараах тохиргоонуудыг хийсэн байх
- Эрхэт -> Тохиргоо цэс -> Эрхийн тохируулах -> Төрөл удирдах -> Эрхэс эрхэт холбох касс эрх үүсгэх /холбох посын тоогоор үүснэ/
- Эрхэт -> Тохиргоо цэс -> Эрхийн тохируулах -> Төрөлд харгалзуулах -> Эрхэс эрхэт холбох имэйл үүсгэх /холбох посын тоогоор үүснэ, өөр эрхэтийн байгууллага дээр уригдаагүй имэйл байх хувь хүний имэйл биш байвал зохимжтой/
- Rights -> Organization settings -> Click on the word Organization settings -> Connect with Subsystem -> Set API key and API secret -> Set System - Key - Link /Do it from the right side /
- Erkhet -> Sync erkhet must have been configured
- Erhes -> Sales Pipeline must be configured
- Erhes -> Ebarimt Config must have been configured
- After the configuration is complete, do TEST or check if the operation is normal
- When selling goods, check whether the operation is normal
- Check that the request to Ebarimt is working properly. [After one day, there will be an opportunity to check whether you have entered.]
- Verify that the correct account and the correct transaction are entering the correct financial application.
INSTRUCTIONAL VIDEO FOR ALL SETUPS