Here are the steps to Create an Account. To learn more, you can also watch this RELY Online tutorial video:



Create Account


To create an Account in Rely, first select the desired company.


1. Go to Master > Account > Add/Edit and press Enter key.


2. Accounts entry form will open. In Name, type the name of the account you want to create and then press Left Arrow key twice.


3. Enter other details such as:

Group Code - Press TAB key, complete list of group codes will be displayed. Enter the desired group code here and press Enter key.

Address - Enter the address of the party here.

City - Enter the city of the party here.

PIN - Enter party's pin code here.

Phones - Enter party's phone numbers here.

GSTIN – Enter party's 15 character GST number here.

Date – Enter the GST registration date.

State – Press Page Down key and select the state code of the account from here.

Distance KM – Enter the distance between and customer and supplier where goods are to be supplied.

Located in SEZ? - Enter Y here, if the party is located in Special Economic zone, otherwise enter N.


Fill in the details you want and leave rest of the fields blank and proceed.


4. Likewise, enter all the other details and in ‘Do you confirm?’ select Yes option and press Enter key.


5. In 'Want to update in other company?', select Yes option to have all the details of this account in all the other companies, otherwise select No.


6. On selecting Yes option, select other details such as:

Change in Group OR All Company – Enter A, to add this account in all the companies. Enter G, to to add this account in all the companies of this group.

E > Edit Only A> Add – Enter E, to update/edit this account in all other companies. Enter A, to add this account in all the other companies.


7. Once all the details are entered, then in ‘Do you confirm?’ select Yes option and press Enter key. Your Account will be created.




Related Topics:

1. Edit Account

2. Delete Account