Create Account

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

Create Account

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

1. Go to Masters > Accounts > Accounts OR press Ctrl+1 shortcut key OR click on 1 Accounts button.

2. Accounts entry form will open. Enter details such as:

Name - Enter the name of the account you want to create or you can also enter the account's 15 character GST number and then press Enter key. All the account details will be fetched automatically by the software. You can then modify the account details.

Code - This field will be auto-generated. However, if you want you can change it.

GL Group - Press F4 button and select the general ledger group for your account from the list of options displayed.

Broker - Press F4 button, list of brokers will be displayed. Select the broker from here OR type the broker name directly.

In case of a new broker, click on New button and Create Broker .

Area - Press F4 button, select the area from the list of options displayed.

Referred By - Press F4 button, the name of the person who referred the customer/supplier from the list of options displayed..

Transport - Press F4 button, select the transport from the list of options displayed.

Screen Series - Press F4 button, select the screen series from the list of options displayed.

Address - Enter the complete address of your account here.

PIN - Enter the pin-code of your account here.

City - Enter the city of your account here.

State - Enter the state of your account here.

Country - Enter the country of your account here.

Mobile Number - Enter the mobile number of your account here.

E-Mail - Enter the email id of your account here.

You can enter the fields you want and leave rest of the fields blank and proceed.

3. Go to 4 GST. Enter other details such as:

GSTIN - Enter your account's 15 characters GST number.

GSTIN Date - Enter account's GST registration date.

State - This field will be automatically filled on entering GST number.

Type of Assessee - Select the type of assessee for your account from the list of options displayed.

Here, if your account belongs to Composition scheme, then select Composite option.

If your account belongs to E-commerce Portal, then select E-commerce option.

If your account belongs to ISD (Input Service Distributor), then select ISD option.

If your account belongs to UIN (Unique Identification Number), then select UIN Holder option.

If it does not belong to any of these, then select Regular option.

Located in SEZ? - If your account is located in Special Economic Zone (SEZ), then tick this option, otherwise leave blank and proceed.

MSME/Udyam No. - Enter the party's 19 character MSME/Udyam Number here.

MSME/Udyam Type - Select the appropriate MSME/Udyam type from the list

Distance (km) - Enter the distance between supplier's place to customer's place where goods are to be delivered.

You can enter the fields you want and leave rest of the fields blank and proceed.

4. Once all the details have been entered, click on Save button. Your account will be created.

5. New button will be activated. To create another account, click on New button and start again with step 3.