*User Manual
Kardex Tauro V3 User Manual
These are the program's how-to guides, written against the real application rather than a theoretical manual: every article walks through one complete process with a screenshot for each step and explains what every numbered red box in the image points to.
The articles are grouped by the module each process lives in. Inside each group the order follows the normal working cycle: master data first, then receipts, then issues and finally the accounting side.
21 documented processes
This section is also available in Spanish and Portuguese: Manual Usuario · Manual do Usuário
If you are setting the system up for the first time, start with setting up the system.
Inventory
- How to Create a Product, Step by Step — Create a product in Kardex Tauro V3 step by step: code, prices, VAT, dimensions and minimum stock, with real screenshots of every screen in the inventory module.
- How to Assign a Storage Location to a Product, Step by Step — Set a bin / storage location in Kardex Tauro V3 step by step: warehouse, row, column and level, with real screenshots of every screen in the inventory module.
- How to Record Goods Receipt, Step by Step — Record a stock entry in Kardex Tauro V3 from the «Stock Ledger» window: units, reason and price, with real screenshots of every screen in the inventory module.
- How to Record Goods Issue, Step by Step — Record stock issues in Kardex Tauro V3 step by step: open the stock ledger, decrease the units and check the new balance with real screenshots.
Stock In
- How to Request a Quote from a Supplier, Step by Step — Record and close a supplier quote in Kardex Tauro V3 step by step: supplier code, product, units and total, and review it on screen before printing.
- How to Create a Purchase Order, Step by Step — Create a purchase order in Kardex Tauro V3 step by step: approval, print preview and full or partial receipt of the goods, screen by screen.
- How to Record a Sales Return, Step by Step — Register a customer return in Kardex Tauro V3 step by step: the customer, the units coming back, the sale-price total and the entry that raises stock.
Stock Out
- How to Create a Sales Quotation, Step by Step — Quote a customer in Kardex Tauro V3 step by step: customer, seller, product, units and total, then save the document and check it before printing it.
- How to Create a Sales Invoice, Step by Step — Issue a sales invoice in Kardex Tauro V3 step by step: customer, product, units, payment and cash handling, plus the stock movement and receivable it creates.
- How to Record Internal Consumption, Step by Step — Record internal consumption in Kardex Tauro V3 step by step: write off the supplies your operation uses, finish the document and print it with real screenshots.
- How to Record Shrinkage and Write-offs, Step by Step — Register a shrinkage in Kardex Tauro V3 step by step: write off correctly what is broken, expired or missing and check the stock drop before printing.
- How to Record a Consignment, Step by Step — Register a consignment in Kardex Tauro V3 step by step: consignee, product, units and how to close the document, with real screenshots of every screen.
- How to Record a Return to Vendor, Step by Step — Record a return to vendor in Kardex Tauro V3 step by step: take the units out of stock, save the document and check the movement before printing.
Finance
- How to Create a Contact (Customer or Supplier), Step by Step — Create a partner in Kardex Tauro V3 step by step: code, tax id, contact details and credit line, with real screenshots of every screen in the module.
- How to Create a Receivable, Step by Step — Create an accounts receivable account in Kardex Tauro V3 step by step: debtor, description, obligation amount and dates, with real screenshots of each screen.
- How to Post a Payment to a Receivable, Step by Step — Record an accounts receivable payment in Kardex Tauro V3: pick the document, enter the amount and description, then check the balance and the cash movement.
- How to Create a Payable, Step by Step — Record an accounts payable entry in Kardex Tauro V3 step by step: creditor, obligation amount and dates, with real screenshots of every screen.
- How to Post a Payment to a Payable, Step by Step — Apply a payment to an accounts payable account in Kardex Tauro V3 step by step: pick the account, enter the amount and the note and see the balance updated.
Settings
- How to Set Up the System, Step by Step — Set up Kardex Tauro V3 step by step: walk the six tabs of the «Settings» window and leave the company details, cost centers, users and POS printer ready.
- How to Create a Cost Center, Step by Step — Create a cost center in Kardex Tauro V3 step by step: code, name and notes, with real screenshots and a check of the stored data in the program database.
- How to Create a User and Grant Permissions, Step by Step — Create a user in Kardex Tauro V3 and assign permissions step by step: user type, cost center, password and every screen of the process in real screenshots.
