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Guardrail for Tax in Quote and Invoice

Datamoto’s Guardrail Feature for Accurate Tax Reflection in Your Business In the world of business, tax computation and reflection are critical tasks that should be done with utmost accuracy. Any discrepancies or errors in tax records could result in costly fines and penalties from regulatory bodies. This is especially true for companies with a business process requiring tax to be present in each line item of their invoices and quotes. To help businesses ensure that their tax computation and reflection…

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User Error Check: Quantity must be greater than Zero

If you have a large quote or invoice, many times mistakenly you may put quantity as 0 – especially for labor or shipping cost. If the quantity is 0 for a line item then, Datamoto will calculate the line total as 0 (formula: line total = unit cost X quantity). This will make your quote or invoice inaccurate. To catch this type of user error, Datamoto has introduced a configuration that will make Datamoto not save the quote or invoice…

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Default Country and Currency Setting in Datamoto

Datamoto provides multi-currency support. This is why there is a currency dropdown at the customer creation in Datamoto. Many times, you want to set a default currency and country which is always pre-selected when you create a new customer or vendor. You can do this in the Datamoto by setting a default country and currency. To set this, you can follow the following steps: Click on Settings Click on “You do business in multiple countries. When you add a new…

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Purchase Order from Inventory Alert

You maintain an inventory with the goods purchased from Vendors. You configure your inventory item with MIN (or alert threshold) and MAX settings. MIN – if your stock level goes below MIN and there is no PO currently approved to replenish then an alert is generated. MAX – the desired stock level for the item or good that you want to maintain. It is possible that Datamoto generates alerts for multiple items from the same vendor. You want to create…

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