Guides by subject

Every task-by-task walkthrough on this site — every page in the Guide section — appears here. A guide is written once; this page is a view of it.

132 of the 140 walkthroughs carry a topic facet.

Sales orders

• Best Practices — The handful of BigLedger habits that stop the expensive mistakes
• Can I invoice part of an order and leave the rest open? Partial delivery workflow — One order, several shipments: invoicing part of a sales order, what the order, stock, the books and the e-invoice show after each drop, keeping the balance…
• Can This Customer Take More Goods? Deciding on Credit — A customer near their credit limit has sent another order. How to work out what they really owe the group, why the available-credit figures BigLedger…
• Cash Sales Workflow — Serving a walk-in customer at the counter
• Creating a Sales Order — Raise a sales order in BigLedger from a customer’s request
• Credit Sales Workflow — Selling on payment terms to business customers
• Daily Tasks — The routine work — sales orders, deliveries, payments, purchasing and pricing — and which document in each chain is the one that actually counts
• Do I have to raise a sales order before I can invoice? Standard sales workflow — The complete order-to-cash path: quote a customer, take the order and a deposit, get the goods picked, invoice, and collect the balance
• How do I get a customer’s payment onto the right invoice? Recording a customer payment — Take money from a customer and get it onto the right invoice
• How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes — Give the same item different standard prices for retail, members and wholesale
• How do I take goods back — refund, credit note or exchange? Returns and exchanges workflow — Taking goods back without wrecking your stock records
• Installation Scheduling Workflow — Getting sold goods to the customer’s door and installed
• Instalment Sales Workflow — Recording a sale the customer pays for over time
• Processing a Delivery Order — Raise a delivery order from a sales order, send its lines to the Pick Pack Queue, turn them into a delivery job, and understand what it does
• Reports & Analytics — Which BigLedger report answers which question
• Sales Operations Overview — The shape of a sales day in BigLedger
• Sales Workflow Guides — How a sale is recorded in BigLedger, from the counter to the corporate invoice
• Setting Up a Price Book — Build a price book that actually changes the price on a sales line
• The order still shows a quantity outstanding after I invoiced it all — You invoiced the whole sales order and the KO For tab, or the order listing, still shows a balance to come
• Which price wins when an item is in more than one rule? Designing pricing rules — Build price sets that behave the way you intended

General ledger and journals

• Accounting Guides — Which accounting guide fits what is in front of you
• Best Practices — The handful of BigLedger habits that stop the expensive mistakes
• Can I set a credit limit that actually stops an order? Credit limits and payment terms — Build the payment terms and credit limits your business actually uses, attach them to customers and suppliers, and know exactly which parts of BigLedger act…
• Chart of Accounts Setup Guide — Set up your chart of accounts in BigLedger so your first sales invoice posts cleanly and your trial balance balances to the cent
• Coming from a system that posted cost on every sale — Your sales invoice posted no cost of goods sold, and the stock account has not moved since the month began. That is how BigLedger keeps the ledger
• Documents, drafts and posting — Saving is not finalising, finalising is not posting, and a document can be Final with no journal behind it. What each step does, and the screen that tells…
• Financial Reporting Guide — Close the month, generate a balanced Trial Balance, Profit and Loss, and Balance Sheet, and export everything to Excel for your external accountant
• How do I reconcile a bank statement? Bank reconciliation guide — Match your March bank statement to BigLedger, find the variance, post the fix, and save the audit pack in about 30 minutes
• I posted a journal to the wrong account. How do I correct it? Journal entries guide — Post a balanced manual journal, clone a recurring one, and correct or remove a mistake so your month-end ledger lands clean
• I voided the document and the report still shows it: what a void undoes — You voided the document and the report still shows it. That is usually correct, and this page says why. A void is not a delete and not a rewind
• Month-End Closing Process — The order to close a month in BigLedger
• Opening Balance Migration Guide — Step-by-step guide for importing opening balances (Stock, AR, AP, Cashbook, and Ledger) into BigLedger ERP
• Posting the month’s payroll journal — Your payroll runs in another system and BigLedger receives the month as one general journal per company. Agree what the summary carries, check it adds up,…
• Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
• The Trial Balance doesn’t agree with the ledger — You drill into an account, total the journal lines, and get a different figure from the one on the Trial Balance or Balance Sheet
• The invoice is FINAL but it is not in the ledger — The document says FINAL, looks normal on the listing, and there is no journal behind it
• Two reports over the same period give different totals. Which is right? When two numbers don’t tally — Two figures that should agree, don’t. Find the symptom that sounds like yours
• Wages in the trial balance do not match the payroll — The payroll says one figure and the trial balance says another, or nil, or double. Why wages reach BigLedger only through a journal a person posts, the six…
• Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

Purchasing

• A supplier sent us an e-invoice. What do we do with it? Incoming supplier e-invoices — What BigLedger does and does not do with the e-invoices your suppliers issue to you
• Best Practices — The handful of BigLedger habits that stop the expensive mistakes
• Buying and receiving — Which purchasing document books the stock and the liability, receiving without an order, invoice-first, foreign currency, consignment, and automatic…
• Can I receive goods without a purchase order? Direct GRN workflow — Receive goods that arrived without a purchase order — record them, bill them, and keep the audit trail intact when the paperwork came after the pallet
• Creating a Purchase Order — Raise a purchase order in BigLedger — header, supplier, lines, tax and delivery — finalise it, send it, and keep track of what is still outstanding
• Daily Tasks — The routine work — sales orders, deliveries, payments, purchasing and pricing — and which document in each chain is the one that actually counts
• Direct Invoice Workflow — Book a supplier bill with no purchase order and nothing to receive
• Document Approvals — Turn on optional sign-off for purchase requisitions and purchase orders — who approves, in what order, and what happens when they do
• Goods Received Note Processing — Receive a delivery against a purchase order, count it honestly, capture serial and batch details, and finalise the GRN
• How does consignment stock work when I don’t own it until it sells? Consignment purchasing — Take stock from a supplier who still owns it, sell it, pay only for what sold, and send the rest back
• Purchase Invoice Processing — Book a supplier’s bill against the order and the receipt, check it before you commit, and finalise it
• Purchasing Guides — Which purchasing guide fits the situation you are in
• Purchasing Overview — The shape of purchasing in BigLedger — which of the five receipt paths your company uses, who does what in which order, and where each task actually lives
• The order still shows a quantity outstanding after I invoiced it all — You invoiced the whole sales order and the KO For tab, or the order listing, still shows a balance to come
• The supplier invoiced before delivering. Which document comes first? Invoice-first workflow — When the supplier’s invoice — or a demand for a deposit — arrives before the goods
• What is the difference between a goods received note and a purchase invoice? Standard procurement workflow — Order from a supplier, receive the goods, book the bill and pay it

E-Invoice and PEPPOL

• A supplier sent us an e-invoice. What do we do with it? Incoming supplier e-invoices — What BigLedger does and does not do with the e-invoices your suppliers issue to you
• Did this invoice reach LHDN? Trace one document from FINAL to LHDN — Answer a customer or an auditor who asks whether an invoice reached LHDN
• E-Invoice & PEPPOL Guides — What happens after you finalise a document, who in the business owns each part of e-invoicing, and which guide to open for the situation you are in
• E-Invoice and MyInvois — Submission that looks stuck but is queued, rejections and what they mean, consolidated invoices for counter sales, the 72-hour cancellation window, and the…
• How do I set MyInvois up in the first place? MyInvois setup guide — Get your company ready to submit e-invoices to LHDN through BigLedger
• I finalised the invoice and nothing was submitted to LHDN: understanding e-invoice statuses — What to do when an e-invoice says In Queue, Submitted, Valid or Invalid
• I submitted a wrong invoice and LHDN has already validated it. Can I cancel? Cancelling and correcting a validated e-invoice — What to do when an e-invoice LHDN has already validated turns out to be wrong
• LHDN rejected it. Where do I find out why? E-invoice validation rules & troubleshooting — Why LHDN rejects an e-invoice and how to fix it
• Maintaining the Item Master — Keep the commercial side of an item right
• Malaysian Requirements — SST, LHDN e-Invoice and Peppol in plain English — what BigLedger does for you, what stays your responsibility, and where the authoritative answer lives
• Peppol Configuration Guide — Deliver invoices and credit notes straight into a trading partner’s system over the Peppol network
• Pools and E-Invoice Submission Routing — The e-invoice pools — Batch, Individual and Single General — what each is for, how BigLedger decides whether a document becomes an individual or…
• What Malaysia Requires: E-Invoicing Explained — The background to Malaysian e-invoicing
• What am I supposed to do between the 1st and the 7th? The month-end e-invoice cycle — How to close a month of e-invoicing
• Which LHDN guideline version does this wiki follow? The versions this wiki cites — The exact version and publication date of the two LHDN e-Invoice guidelines every ‘what the rules require’ note on this wiki was checked against, where each…

Stock on hand

• Choosing an Item Type — Where you turn on serial number or batch tracking for an item, and the item type beside it
• Closing the Month on Stock — For the stock controller and the accountant closing a month
• Coming from a system that posted cost on every sale — Your sales invoice posted no cost of goods sold, and the stock account has not moved since the month began. That is how BigLedger keeps the ledger
• Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper
• Document Approvals — Turn on optional sign-off for purchase requisitions and purchase orders — who approves, in what order, and what happens when they do
• How do I move stock between branches? Stock transfer procedures — Move stock from one branch to another in BigLedger’s two-step transfer — and understand the queue in the middle, which is where transfers go wrong
• How does consignment stock work when I don’t own it until it sells? Consignment purchasing — Take stock from a supplier who still owns it, sell it, pay only for what sold, and send the rest back
• Inventory Management — Why the stock number on your screen is what it is, which guide fits the situation you are in, the five stock figures that are not the same figure, and the checks that belong to a person
• Maintaining Items — Keep the stock side of an item right in BigLedger
• My manufactured item shows RM 0 cost, or its margin looks too good — You made something, and Stock Balance says it cost nothing
• Reports & Analytics — Which BigLedger report answers which question
• Stock Availability shows 50 physical but 0 available. Where did it go? The stock quantity shows zero and there is stock on the shelf — You can see the box on the shelf, the stock report says you have twelve, and the invoice you are keying says zero
• Stock Management Guide — Set stock tracking up once, correctly, so your first receipt lands at the right location, shows on the balance and values properly
• Stock figures and costing — Why the quantity you can sell is not the quantity you have, where a cost came from, what a back-dated purchase does to last month’s margin, and when…
• This month’s cost of sales looks wrong — The month’s cost of goods sold makes no sense against its sales, or the gross margin jumped from last month with no change in trade. Rebuild the six figures…

Master data

• Basic Operations — The master data everything else in BigLedger reads — items, their types, and the two records every product has
• Can I set a credit limit that actually stops an order? Credit limits and payment terms — Build the payment terms and credit limits your business actually uses, attach them to customers and suppliers, and know exactly which parts of BigLedger act…
• Choosing an Item Type — Where you turn on serial number or batch tracking for an item, and the item type beside it
• Contact Keys and Customer Identity — How BigLedger decides that a phone number, e-mail address or ID number belongs to a customer it already knows
• Duplicate Customers — Why One Person Appears Three Times — The same person shows up as two customers, a member card and an e-invoice in somebody else’s name. Why the four records exist, and how to decide, merge and check
• Editing an Item — Change an item that is already in use — what you can alter, what is locked for good, what a change ripples into, and how to retire something safely
• How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes — Give the same item different standard prices for retail, members and wholesale
• Maintaining Items — Keep the stock side of an item right in BigLedger
• Maintaining the Item Master — Keep the commercial side of an item right
• Stopping Supply to a Customer Who Is Not Paying — The customer will not pay and you have decided to stop selling to them. How to put them on stop in BigLedger (the blacklist), exactly which documents it…
• Technical Concerns — Honest answers about access, security, your data and what happens when the internet goes down — including what we can and cannot tell you

Money owed to you

• Can I set a credit limit that actually stops an order? Credit limits and payment terms — Build the payment terms and credit limits your business actually uses, attach them to customers and suppliers, and know exactly which parts of BigLedger act…
• Can This Customer Take More Goods? Deciding on Credit — A customer near their credit limit has sent another order. How to work out what they really owe the group, why the available-credit figures BigLedger…
• Chasing Overdue Accounts — Customers are paying late and nothing in the system seems to notice. How to run a weekly collections list from the ageing, send statements that actually…
• Credit Sales Workflow — Selling on payment terms to business customers
• How do I get a customer’s payment onto the right invoice? Recording a customer payment — Take money from a customer and get it onto the right invoice
• I knocked off the payment and the outstanding balance hasn’t changed — You applied the payment against the invoice and the number you are watching did not move. Most of the time it was never going to
• Money in and money out — Getting a payment onto the right invoice, offsetting what you owe against what you are owed, bank charges, credit limits and the bank reconciliation
• Stopping Supply to a Customer Who Is Not Paying — The customer will not pay and you have decided to stop selling to them. How to put them on stop in BigLedger (the blacklist), exactly which documents it…
• The aging still shows an invoice that’s already paid — You received the money, the invoice itself shows a zero balance, and the aging report still lists it as outstanding. The report is not wrong
• The credit note is not in the aging report — You raised a credit note for a customer, and the aging report still shows the invoice at its full value with the credit nowhere on it. Raising a credit note does not apply it
• Why can’t I edit this? The field is greyed out. I cannot edit a finalised invoice — The fields have gone grey, there is no message saying why, and a colleague swears they could do this last month. What freezes when a document goes final,…

Point of sale

• Banking the Day’s Takings — Following the cash out of the drawer, into the bank, and onto the bank statement
• Cash Sales Workflow — Serving a walk-in customer at the counter
• How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes — Give the same item different standard prices for retail, members and wholesale
• My Drawer Does Not Match the Till, and Nothing on the Screen Says Why — Counting a till at the end of a shift, working out what you should have found, and deciding which of four things a difference actually is
• Payment Aggregators and Branch Settlement Methods — What decides which payment buttons a cashier sees at a branch, where each button’s money lands in the ledger, how to link settlement methods to a new branch (screen or CSV), what the branch’s default methods are
• Reconciling the Day’s Cash-Up to the Accounts — The morning after a trading day: why the Z Report, the cashbook and the ledger show three different figures for the same takings, and the seven checks that tie each payment method from the till to the accounts
• Sales That Arrive From Another System — and How to Notice When They Stop — For the accounts person whose sales invoices come in by sync rather than by keyboard
• Selling, pricing and the till — Which price wins, what the till does that the sales invoice does not, how returns and exchanges are really recorded, and where the cashier’s payment buttons…
• Setting Up a Price Book — Build a price book that actually changes the price on a sales line
• Which price wins when an item is in more than one rule? Designing pricing rules — Build price sets that behave the way you intended

Users, teams and permissions

• Access, branches and companies — Empty launchpads, empty company dropdowns, a colleague who can see what you cannot, and how a group of companies should actually be set up
• Administration — Controlling who can do what in BigLedger
• Audit Trail — Find out who changed a document in BigLedger, when, and what it looked like before, from the Audit Trail inside the applet the document lives in, or across…
• Can somebody view customers without being able to export the list? Teams and permissions — Set up teams in BigLedger and control who can view, edit and export customer and membership data
• Growth and Scaling — What changes when you add a branch, a company, a channel or twenty more people — and which controls BigLedger actually enforces as you grow
• Settings and Permissions — My colleague can see it and I cannot
• Technical Concerns — Honest answers about access, security, your data and what happens when the internet goes down — including what we can and cannot tell you
• Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

CRM and the contact centre

• A chat came in and nobody got the task — A customer messaged you and no agent was given the conversation
• CRM Guides — The contact-centre jobs, in the order they have to be done
• Contact Keys and Customer Identity — How BigLedger decides that a phone number, e-mail address or ID number belongs to a customer it already knows
• Contact-Centre Automation — How a chat that arrives in the Unified Contact Center becomes a task on somebody’s desk without a supervisor touching it
• Duplicate Customers — Why One Person Appears Three Times — The same person shows up as two customers, a member card and an e-invoice in somebody else’s name. Why the four records exist, and how to decide, merge and check
• Registering a Loyalty Member — Add a member to your loyalty programme, put them in the right class and labels, and adjust their points — plus how to load thousands at once
• UCC Desktop App (Windows) — How an agent uses the Unified Contact Center desktop app
• UCC Mobile App (Android) — How an agent uses the Unified Contact Center companion app on Android

Financial reports

• Closing the Month on Stock — For the stock controller and the accountant closing a month
• Financial Reporting Guide — Close the month, generate a balanced Trial Balance, Profit and Loss, and Balance Sheet, and export everything to Excel for your external accountant
• Numbers that do not agree — Two figures that should be the same and are not
• Reports & Analytics — Which BigLedger report answers which question
• Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
• The margin report and the profit and loss don’t agree — Your gross profit report has moved since the last time you looked at it, or it has never agreed with the profit and loss. The cost stored on a finalised document line is not final
• Where did this figure come from? Which figures BigLedger stores, and which it works out fresh — Some numbers BigLedger works out the moment you open the screen; others were worked out once and written down, and are only redone on purpose. Six places make that trade-off

Membership, points and loyalty

• Administration — Controlling who can do what in BigLedger
• Member Classes — Create the tiers of your loyalty programme — and understand why the class, not the label, is what pricing and commission actually read
• Member Label Lists — Group your loyalty labels so somebody can find the right one — the small piece of structure that keeps a tagging system usable
• Member Labels — Tag loyalty members for your own segmentation — how labels differ from classes, and the one thing labels cannot do
• Membership Guides — The jobs of running a loyalty programme’s member records, in the order they have to be done: the tiers, the label lists, the labels, then the members themselves
• Membership points and vouchers: symptom, cause, fix — Symptom, cause and fix for the membership module, gathered from the applet pages’ own troubleshooting tables and the backend
• Registering a Loyalty Member — Add a member to your loyalty programme, put them in the right class and labels, and adjust their points — plus how to load thousands at once

Cashbooks, banks and settlement

• Banking the Day’s Takings — Following the cash out of the drawer, into the bank, and onto the bank statement
• Everything is matched to zero and the bank reconciliation still won’t tally — Every visible line in the bank reconciliation is matched, the unmatched lists are empty, and the header still shows a difference
• Instalment Sales Workflow — Recording a sale the customer pays for over time
• Money in and money out — Getting a payment onto the right invoice, offsetting what you owe against what you are owed, bank charges, credit limits and the bank reconciliation
• Payment Aggregators and Branch Settlement Methods — What decides which payment buttons a cashier sees at a branch, where each button’s money lands in the ledger, how to link settlement methods to a new branch (screen or CSV), what the branch’s default methods are
• Reconciling the Day’s Cash-Up to the Accounts — The morning after a trading day: why the Z Report, the cashbook and the ledger show three different figures for the same takings, and the seven checks that tie each payment method from the till to the accounts

People and payroll

• An approved salary-paid claim never reached the payslip — The claim reads approved, the employee was paid, and the claim was not in the pay. Why a Salary Payment line can sit on no cycle, on another company’s cycle…
• Configure and run monthly payroll — Set up Payroll Admin for a Malaysian company, assign employees to a pay group, run Calculate through Post GL, and download statutory TXT files
• HR & Payroll Guides — Post the month’s payroll journal and hand salary-paid claims to payroll, the two monthly jobs that work today; and the Payroll Admin walkthrough, written…
• Handing salary-paid claims to payroll — Expense claims set to Salary Payment are paid with salary, and BigLedger’s part ends at a file. Export each cycle your staff charge claims to, total it,…
• Posting the month’s payroll journal — Your payroll runs in another system and BigLedger receives the month as one general journal per company. Agree what the summary carries, check it adds up,…
• Wages in the trial balance do not match the payroll — The payroll says one figure and the trial balance says another, or nil, or double. Why wages reach BigLedger only through a journal a person posts, the six…

Prices, price books and promotions

• Daily Tasks — The routine work — sales orders, deliveries, payments, purchasing and pricing — and which document in each chain is the one that actually counts
• How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes — Give the same item different standard prices for retail, members and wholesale
• Member Classes — Create the tiers of your loyalty programme — and understand why the class, not the label, is what pricing and commission actually read
• Selling, pricing and the till — Which price wins, what the till does that the sales invoice does not, how returns and exchanges are really recorded, and where the cashier’s payment buttons…
• Setting Up a Price Book — Build a price book that actually changes the price on a sales line
• Which price wins when an item is in more than one rule? Designing pricing rules — Build price sets that behave the way you intended

Claims and expenses

• An approved salary-paid claim never reached the payslip — The claim reads approved, the employee was paid, and the claim was not in the pay. Why a Salary Payment line can sit on no cycle, on another company’s cycle…
• Approved claims never reach finance — The supervisor approved the claim and finance cannot see it
• Claims Guides — The monthly job of paying employees’ approved expense claims
• Handing salary-paid claims to payroll — Expense claims set to Salary Payment are paid with salary, and BigLedger’s part ends at a file. Export each cycle your staff charge claims to, total it,…
• Paying a month of claims — Pay the employee expense claims your supervisors approved this month, once each, and book them

E-commerce and marketplaces

• An order is on the shop and not in BigLedger — A Shopee, Lazada or other marketplace order shows in the seller centre and not on the marketplace branch. The five-minute check, the four causes (a feed…
• Marketplace Payouts Are Short of What I Sold. Where Did This Figure Come From? — For the accounts person who has to explain why a marketplace paid less than you sold. Every cut the platform takes before the money reaches your bank, what…
• Running an Online Channel — For the person who runs an online shop on a marketplace or on your own website
• Sales That Arrive From Another System — and How to Notice When They Stop — For the accounts person whose sales invoices come in by sync rather than by keyboard
• The platform, the API and other systems — Applets and modules, getting data in and out, the REST API, marketplaces and storefronts, and signing in securely

Raising an invoice

• Sales That Arrive From Another System — and How to Notice When They Stop — For the accounts person whose sales invoices come in by sync rather than by keyboard
• Selling, pricing and the till — Which price wins, what the till does that the sales invoice does not, how returns and exchanges are really recorded, and where the cashier’s payment buttons…
• The invoice is FINAL but it is not in the ledger — The document says FINAL, looks normal on the listing, and there is no journal behind it
• The invoice printed the wrong bank account — Your customer has paid into another company’s account, because the invoice told them to. The bank details on a printed invoice are not a BigLedger field at all
• Why can’t I edit this? The field is greyed out. I cannot edit a finalised invoice — The fields have gone grey, there is no message saying why, and a colleague swears they could do this last month. What freezes when a document goes final,…

Money you owe

• Direct Invoice Workflow — Book a supplier bill with no purchase order and nothing to receive
• I knocked off the payment and the outstanding balance hasn’t changed — You applied the payment against the invoice and the number you are watching did not move. Most of the time it was never going to
• Money in and money out — Getting a payment onto the right invoice, offsetting what you owe against what you are owed, bank charges, credit limits and the bank reconciliation
• Purchase Invoice Processing — Book a supplier’s bill against the order and the receipt, check it before you commit, and finalise it
• The supplier invoiced before delivering. Which document comes first? Invoice-first workflow — When the supplier’s invoice — or a demand for a deposit — arrives before the goods

Receiving goods

• Buying and receiving — Which purchasing document books the stock and the liability, receiving without an order, invoice-first, foreign currency, consignment, and automatic…
• Can I receive goods without a purchase order? Direct GRN workflow — Receive goods that arrived without a purchase order — record them, bill them, and keep the audit trail intact when the paperwork came after the pallet
• Closing the Month on Stock — For the stock controller and the accountant closing a month
• Goods Received Note Processing — Receive a delivery against a purchase order, count it honestly, capture serial and batch details, and finalise the GRN

Approvals

• Document Approvals — Turn on optional sign-off for purchase requisitions and purchase orders — who approves, in what order, and what happens when they do
• Growth and Scaling — What changes when you add a branch, a company, a channel or twenty more people — and which controls BigLedger actually enforces as you grow
• Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

Delivery and installation

• Installation Scheduling Workflow — Getting sold goods to the customer’s door and installed
• Planning Delivery Trips — Turn the day’s deliveries into trips your drivers can run
• Processing a Delivery Order — Raise a delivery order from a sales order, send its lines to the Pick Pack Queue, turn them into a delivery job, and understand what it does

Returns, credit notes and warranty

• How do I take goods back — refund, credit note or exchange? Returns and exchanges workflow — Taking goods back without wrecking your stock records
• Selling, pricing and the till — Which price wins, what the till does that the sales invoice does not, how returns and exchanges are really recorded, and where the cashier’s payment buttons…
• The credit note is not in the aging report — You raised a credit note for a customer, and the aging report still shows the invoice at its full value with the credit nowhere on it. Raising a credit note does not apply it

Platform architecture

• Platform Overview — What BigLedger actually is — a cloud business operating system built from applets over one shared data core, with a documented API that an AI agent can…
• The platform, the API and other systems — Applets and modules, getting data in and out, the REST API, marketplaces and storefronts, and signing in securely

Manufacturing

• Industry Solutions — Which parts of BigLedger a retailer, a distributor, a pharmacy or F&B chain, a workshop, a manufacturer or a services firm actually leans on, which four decisions differ by sector and why, where each sector’s facts live, and how to tell you have picked the right pages
• My manufactured item shows RM 0 cost, or its margin looks too good — You made something, and Stock Balance says it cost nothing

Companies, branches and locations

• Access, branches and companies — Empty launchpads, empty company dropdowns, a colleague who can see what you cannot, and how a group of companies should actually be set up
• The invoice printed the wrong bank account — Your customer has paid into another company’s account, because the invoice told them to. The bank details on a printed invoice are not a BigLedger field at all

Counting and adjusting stock

• Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper
• Stock figures and costing — Why the quantity you can sell is not the quantity you have, where a cost came from, what a back-dated purchase does to last month’s margin, and when…

Tax

• Maintaining the Item Master — Keep the commercial side of an item right
• Malaysian Requirements — SST, LHDN e-Invoice and Peppol in plain English — what BigLedger does for you, what stays your responsibility, and where the authoritative answer lives

Automation, jobs and alerts

• AI and Automation — What BigLedger’s AI and automation actually do today
• Contact-Centre Automation — How a chat that arrives in the Unified Contact Center becomes a task on somebody’s desk without a supervisor touching it

AI and machine learning

• AI and Automation — What BigLedger’s AI and automation actually do today

The REST API

• The platform, the API and other systems — Applets and modules, getting data in and out, the REST API, marketplaces and storefronts, and signing in securely

The Applet Store

• An Applet I Read About Is Not on My Launchpad. Why? — Why an applet you read about may not be on your launchpad, what a launchpad view is and where it is kept, and the layout every BigLedger applet shares

Consignment stock

• How does consignment stock work when I don’t own it until it sells? Consignment purchasing — Take stock from a supplier who still owns it, sell it, pay only for what sold, and send the rest back

Importing and exporting data

• The supplier invoiced before delivering. Which document comes first? Invoice-first workflow — When the supplier’s invoice — or a demand for a deposit — arrives before the goods

Moving stock between locations

• Closing the Month on Stock — For the stock controller and the accountant closing a month

Browse the same walkthroughs another way: Guides by who you are · Guides by the situation you are in · the guides in reading order