How Caprastacks works

Can I try it before paying?

Yes — sign up, create your company, and start the free trial from the pricing page.

How does ERP capacity pricing work?

Choose Monthly or Yearly, then set the exact total users needed for each company.

What can I buy today?

Caprastacks ERP for accounting, sales, purchases, inventory and reports; Manufacturing is separate.

What is Caprastacks?

Double-entry accounting and inventory software for businesses that run more than one set of books.

Who can change the plan or pay — the owner or staff?

Only the account owner. Staff use the software; billing belongs to whoever owns the account.

I am new here — what should I do first?

Set your preferences, enter opening balances, add your products and parties, then start recording.

I cannot sign in

Check the confirmation email first, then reset your password. Too many attempts locks the account for a while.

What does my plan include, and how do I change capacity?

Your contract records company capacity and the exact total users selected for each company.

Why is one of my companies locked?

You can create any number of companies, but only as many as your plan allows can be active at once.

How do I add another company?

Create it from the companies list — each company keeps its own separate books.

What can the ERP do?

Proper double-entry books, sales and purchases, stock at weighted-average cost, production and reports.

What am I looking at on the dashboard?

Your cash position, who owes whom, this month against last, low stock and the latest entries.

What is the bell at the top, and why is there a number on it?

Notices from your sister companies and your Trade Network, and it only counts what you have not read.

How do I add a customer or a supplier?

Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.

How do I enter my opening balances?

Opening balances carry your existing books into the app. Enter them once, before day-to-day work.

How do I record a payment I received or made?

Payments → New payment: pick the party, pick the cash or bank account, enter the amount.

How do I settle a small difference left on a customer or supplier balance?

Clear a rounding remainder, an agreed discount or a bad debt with Settle difference, rather than leaving it on the statement.

How do license agreements and royalties work?

One licence agreement per licensor: the products covered, the royalty on each, and an optional fixed fee.

My trial balance does not look right

Balances are calculated from the entries themselves, so a surprise is almost always an opening balance or a date filter.

What is the chart of accounts and which account should I use?

It is the list of buckets your money is sorted into: assets, liabilities, income, expenses, equity.

Which report answers my question?

Statement for one account, Trial balance to check the books, P&L for profit, Balance sheet for position.

Why can I not edit or delete a posted voucher?

Posted entries are permanent by design. Correct them by reversing and re-posting.

How do I see which products or customers make money?

Profitability shows gross profit grouped by product, by customer, or by invoice, over any date range.

What is the difference between a quotation, an order, a challan and an invoice?

A quotation is a price offer, an order is what the customer confirmed, a challan is a delivery, an invoice is the sale that posts to the books.

How do I add freight, duty and clearing charges to imported stock?

Open the purchase bill, choose Extra costs, and attach each cost bill as it arrives. Imports lists every bill still waiting for its costs.

How do I return goods to a supplier?

Purchase returns are raised against what you actually bought from that supplier and still hold.

What does a purchase order do?

A purchase order records what you have ordered. Nothing posts until you enter the bill.

How do I move stock from one warehouse to another?

Inventory → Stock transfer. Pick From and To, list what is moving, and post it. A transfer posts no accounting entries.

How do I see how much stock is in each warehouse?

Stock by warehouse: products down the side, warehouses across the top, as of a date you choose.

How do units and pack sizes work?

A unit is a name and a short form. The bigger pack — a box of 12 — is set on the product.

How do warehouses work?

Every company has one called Main. Extra warehouses are a paid feature, and pickers appear once you have more than one.

How is the cost of my stock worked out?

Stock is valued at weighted-average cost — the running average of what you have paid for it.

When do I use a stock adjustment?

Count corrections fix a wrong number; write-offs record stock that is genuinely gone.

Why does it warn me that stock will go negative?

It is a warning, not a block — you can still record the sale.

What is a recipe, and how do I set one up?

A recipe is the template for making a product: what one batch yields, and what goes into it.

What is the difference between sister companies and the Trade Network?

Sister companies are your own companies trading with each other. The Trade Network is other businesses.

What is a gate pass, and does it change my stock?

It records goods physically crossing your gate. It posts nothing — no ledger, no stock.

How do I add a staff member and control what they can see?

Settings → Staff. Add the person, then switch on only the areas they need.

How do I bring my old books in from Tally, QuickBooks or a spreadsheet?

Data import, in two steps: first your people and items, then where you stand today. Owner only, and undoable.

How do I change my currency, date format or decimals?

Settings → Preferences. It applies everywhere in the app immediately.

Where do I change my company name, address or logo?

Company profile, under Settings. Owner only. What you put there is what prints on your documents.

Why was I signed out when someone else signed in?

One account can only be signed in on one device at a time.