WebSBA Program Flow basics.                Maim Menu

Using the Functional Navigator to understand the basics of the program and the transaction flow. 

The Navigator is like a high-level block diagram of the program. It is provided to help the beginner understand the flow and make it easy to locate the various functions. The Navigator toggles with the Main Menu, which provides access to all functions in the program.

I. Starting up new company

1. "Company"

As in any accounting program, you must define a Chart of Accounts and setup a company name and preferences for your company, before proceeding with any transactions. Select “Company” then “crate new” if you need to create a new account. The system comes with a standard chart applicable to most situations. To make changes to account descriptions click on the account name link at the outset before balances are posted to the accounts. To enter company name and other relevant information click on the “Admin” link within “Company” block 

2. “Inventory”

Inventory records are prerequisite for creating purchase orders and sales orders. Select the title of this block or the “products” entry, within it to create a new product. Product is defined as any component assembly or service. They all must be created here first. Assemblies have A or F as their category ID. You can define structures (BOM) for Assemblies only, under “production management”. You can make changes to description and other fields within all products under “manage” products by selecting  “Edit, View, Delete”. You cannot delete a product with inventory quantity and/or if the product is part of an assembly. To change the cost of a product you must go to “Physical Inventory”. To “edit” a structure (delete an item from an assembly) go to “ create /edit assemblies”.

3. “Suppliers”

Supplier and inventory records are prerequisite to creating a purchase order. In this block you create new suppliers and “Manage” make changes to existing. You cannot delete a supplier with balances or open purchase orders.

4. “Customers”  

Customer and inventory records are prerequisite to the creation of a sales order. In this block you create new customers and “Manage” make changes to existing. You cannot delete a customer with balances or open orders.

5.“Ordering”

After the creation of inventory and supplier records go here to create an purchase order. A purchase order can be cancelled and or modified under “Manage POs” before the product is received.

6. “Receive Products”

Products ordered via PO are received into inventory. Once Received a PO cannot be cancelled.