To start working on the first type of accounts - the supplier - you must launch the module responsible for managing this type of account. To launch the module, go to the main menu of the program and select . The window for managing suppliers will open ().

Thematic tutorials describing typical use cases and various options of LoMag  

• Setting of Alarms in the LoMag Warehouse Software.
• Method for calculating Vat on invoices
• Archiving Items, Contractors, Libraries, and Warehouse Locations in LoMag
• Automatic PDF Invoice Generation and Sending to Clients Based on Selected Orders

In this module, you will find a list of accounts defined as S for Suppliers, as well as the tools necessary for managing these accounts. The interface allows you to add (), edit () and delete () accounts. The module also allows you to display the history() of the accounts, as well as to print () and export () the list of accounts. With the help of the function you can display various types of accounts, and thanks to the tool you may freely manage the accounts table.

• Issuing Invoice Document with and without Goods Issued Notes (GIN)

To add a new account to the database, click on the tool bar, which will launch the module.


• Creating Bank Receipt and Bank Withdrawal Documents
• LoMag Database hosting (available on the Internet)

You will find a series of fields to be filled data about the accounts in the interface of the window. In view of better identification (description) of the account, it is advisable to enter as much information about the account as possible.

• Limiting Quantities on Proforma Invoices to Current Stock Levels
• Blocking Interbranch Transfers (MM) Until Receipt Confirmation + Selective Confirmation Requirement
• Whitelist of VAT payers - Downloading a Bank Account Number
• Issue error: the item already issued in documents
• Clearing the Database of LoMag Software
• Price Lists in LoMag Software
• Dedicated Columns for Assembly Documents

To add a new account to the program database, enter their name and surname in the field. The field may also be defined in another way (e.g., by entering the name a business partner's company). Next, you determine the type of account. You have three options: the customer (), the supplier ) and the employee (). Each account may be ascribed to one, two or all three types of these groups. To assign a given group to an account, mark for a given account field - so if you want a given account to be defined as a customer, a supplier and an employee you should mark () all these items. If, for example, you want it to be only a supplier, mark the field, and leave the remaining fields unmarked ().


• Adding the name and surname of the person issuing the document.
• Adding Images to Printouts Based on File Path from a Dedicated "Attachment" Column

Enter data regarding the account - to do that, you will need and parts of the interface. Enter the street, house number, city, postal code, telephone number, etc.


• Custom Document Types – Define Your Own Document Types from Scratch
• Setting a Default Warehouse for Each User

You will find the field in the lower part of the module, where you can enter the account's Tax Identification Number and National Register of Business Entities (REGON). You will also find the field there, into which you can enter additional information about the account.

• Adjusting Column Layout and Data Presentation in LoMag Tables

• Fiscal printer - Issuing and printing fiscal receipts.

After you have entered all the data, click to save the account in the program. The window will be closed, and the newly added account will be displayed in the window.


• Generation of two Separate Companies (or LoMag bases) on a Single Computer
• Event log - monitoring user activity
• Payment Records - Module for Settling Invoices and Receipts

If there is a need to edit any account, left-click it on the accounts list (in the window), and select the function from the tool menu. A window for editing data regarding a given account will be displayed.



The function, which is for deleting an account from the database, works analogously.

• Invoice partially paid. Printout of information on the advance payment.
• Margin Invoice
• If a given account is used on warehouse documents (transfers), you cannot delete it from the database of LoMag.
• Reverse Charge Invoice
• Invoice for the Intra-Community Supply of Goods
• Correction Invoice Manual

The module enables individual verification of warehouse transfers for each of the accounts. To check the history of warehouse processes you should click a given account and then use the button - the dialogue box will be launched.


• Invoices with Split Payments
• How to use Filters in LoMag Software
• Assembly Status Flag Blocking Document Editing
• Recurring Invoice Generator for Rental Items Over a Given Period

The interface of the window will show all warehouse transfers (warehouse documents) for a given account. Each transfer may be recovered (edited) with the use of the button located in the upper part of the interface. The history of the transfer may also be printed () and saved as an Excel file (). In the upper part of the window you can find an option of moving directly from one account to another (see below).


• Generating Purchase Invoices from Multiple Goods Received Notes
• Generation of JPK Files in LoMag Warehouse

Let us close the warehouse transfer window (). The function in the module allows you to go between all types of accounts (see below).


• Generating Invoices from Goods Issue Note for Only Uninvoiced Items

After selecting an appropriate filter in the window, the corresponding type of account will be displayed.

• Generating an Order to the Supplier for Supplementing the Stock Level of the Minimum Quantities

The module enables you to generate and print an address label for the account by pressing the button.


• Addition of Graphics in Document
• Grouping Displayed Table Results in LoMag Reports and Tables

More information about warehouse labels - creation, generation, printing can be found in the "Label Designer" instructions, here.

• Support for GS1 Application Identifiers - designing labels with EAN-128, GS1-QR

The modules regarding customers and employees as accounts are located in the same place, as for suppliers. To launch the "customer" accounts module, go to the top menu and select .


• Import of Documents from Excel Files or .csv to the LoMag Warehouse Software
• Importing and Updating Customer's Information
• Import serial numbers to rental documents.

An analogous mechanism operates for employees. To launch a module for those accounts select from the menu. Further actions regarding employees in the window are executed in the very same way as for the previous type of account, i.e., supplier.

2. Account history

• Import payments from MT940 files (compatible with ING, PKO BP, PEKAO SA, Idea Bank)

The module, which we have already discussed in these instructions, could also be launched via the main menu, by selecting .


• Importing and updating of items data from Excel or CSV
• Installing SQL Server 2012

To select the history of warehouse transfers for a given account, select it from the field.


• Installing SQL Server Management Studio
• Integration of LoMag with an online store based on WooCommerce (WordPress)

Once you have selected an account, all warehouse transfers (warehouse documents) for the selected account will be displayed. The tools described previously will enable basic operations regarding warehouse transfers history management.

3. Account balance

• Integrator LoMag: PrestaShop, SkyShop, Shoper, Click Shop, Allegro REST API

Account balance in LoMag inventory management was created for an easy and transparent overview of the quantity and value of items for a chosen account over a given period.

• Integrator LoMag: PrestaShop, SkyShop, Shoper, Click Shop, Allegro REST API

To go to account balance select from the main menu.


• How to Transfer the Old Version of the Program to a New Computer
• How to Find an Archive Product in LoMag Software

After you have selected the interface of the window will be displayed. You will find a series of options in this module which will help you display the desired listing of quantity and value of items for a given account at a given period.

• Cash Receipt, Cash Disbursement and Payment Status
• QR code with network settings. Allows configuring Android devices and client computers via code scan.

Let's find out how the balance works on a concrete account, let's check the detailed balance for John Kowalski from the 4th quarter 2013, regarding items from the group of "fruit". First, select the account from the "Select account" drop-down list.


• How to Add Calculated Profit Column in the Offer

After you have selected the account, you will have their whole item listing displayed.


• Dedicated Columns - Additional, User-Defined Fields in Forms
• Email Configuration in LoMag
• Item Picking for Orders – Ability to Scan Items to Create a Goods Issue Note, Rental or Reservation Documents

You are interested in the balance from the 4th quarter 2012, so next you have to go to the field of "years, quarters, months", which you will find in the left-hand part of the module, next mark the field. After you have marked the field the balance of the account for the 4th quarter 2012 is displayed.


• Backup Failed. An Error Occurred while Copying Files

Let's say you are only interested in the balance for the "fruit" group - select "fruit" from the "All groups" field.


• Receipt Correction – Returning a Receipt

Once you have selected the group, only a listing of items from the "fruit" group for John Kowalski from the last quarter 2013 is displayed (see below).

• Supplier's Order Wizard and Minimum Statuses

• Exchange Rates Instruction Manual

To have an even more detailed balance for a given account, you can use the search tool in the " Results" part.

• Clickable Links to Open Item or Contractor Cards in Searches and Reports
• Changing Warehouse Locations

You can look into the details of the balance and you an also print it () or export it () to Excel. In you can also display a balance for a given item, e.g., "Apples" as well as check the balance for a more detailed period.


• Mass Emailing of Invoices to Customers from the Invoice List
• Warehouse Release Methods: LIFO, FIFO, LocPrio, EXPIRE
• Place of invoice issue
• Minimum Selling Price Support
• Prompt to Update Goods Issue Note with Uninvoiced Items when Invoice Items Differ

The module might be useful if you have a warehouse which stocks tools and equipment (e.g., drills and grinders), which you issue to your employees. Thanks to this module, you can easily determine which tools are held by your employees. For instance, you have tools for employees, which have also been added to the item list in LoMag inventory management. The tools have been ascribed to the "Equipment" group. When a tool is issued to an employee, an Internal Good Issued Note is issued with it, when the tool is returned by the employee an Internal Goods Received Note is issued.

• Monitoring Invoice Dates and Contractors' Payment

To check who was issued which tools, go to the "All groups" field, and select the "Equipment" group. The window will display a register of all the received and issued tools.

• Support for Serial Numbers: Entering Serial Numbers for Goods


4. Importing accounts from Excel

• Support for Serial Numbers: Search and History of N/S Support
• Support for Serial Numbers: Issuing Goods with Serial Numbers

In many parts of LoMag there is a possibility of importing data from Excel files, e.g. in the parts regarding items. There is also a possibility of importing external data for accounts. To import a list of accounts from Excel you need to use the function, which you will find in the menu.

• Company Branches, Entering Various Bank accounts, Setting Currencies

• Setting of Selling Prices in LoMag Software
• Rental Price List Management

The module will be launched. To import a list of accounts from Excel, first you must select and upload a file, which is located on your hard drive - use the button (located in the upper port of the interface).


• Handling different seller data on LoMag documents.

Next, choose the file and click . The Excel file will be uploaded to LoMag inventory management.

• Support for Various Seller's Data on LoMag Documents.
• The file will not be uploaded to LoMag if it is open and used in another program, e.g., Microsoft Excel.

This is what the file including a list of items looks like in the spreadsheet:


• Currency handling when importing invoices from XLS.

The file has been uploaded to LoMag:


• Quick serial number entry window for all items when generating warehouse documents from orders.

Next, adjust the Excel columns to the fields of the module. Select an appropriate field from the list for every column you wish to import (e.g. account name, account phone number).

• Automatic update of suggested purchase prices based on purchase invoices and GRNs

There is information regarding the name of the account in the first column. To import this data (column one), select an appropriate field from the drop-down list, i.e. "Account name" (see below).


• Notifications to email about minimum stock levels and issues of goods.
• Designing Printouts with Dedicated Columns for every Warehouse

Further columns show additional information about accounts; to import further data, select an appropriate field from the drop-down list, to which the data will be ascribed. Proceed in the same manner with each column you wish to import to the database.

• Transfering Database from One Computer to Another
• Columns marked with "Do not import" will not be imported to LoMag inventory management.

After you have selected appropriate columns, click to import the data.

• Transferring Data between Different Documents from Dedicated Columns


A window informing you that the import has been successful will come up (see below).

• Discounts in LoMag Program: Percentage, Quota and Threshold Discount
• For the process of data import to conclude, the "Account Name" field (column) is required. If this element (column) is lacking, the import process will not be executed.
• Initial price and quantity of Item and current stock and value of item
• Order Statuses and Configuration of Additional Columns
• During the import you do not determine the types of accounts (Suppliers, Customers, Employees). Each imported account has been automatically ascribed to all three account types (roles).
• Suggested purchase and sales prices, distinguishing them from real purchase and sales prices
• Translation of Document Templates for Foreign Languages

To set roles (Supplier, Customer, Employee) for a given account and to check whether the process has been successful (whether the accounts from the Excel file have been added or updated) you can go to one of the account modules, i.e., or or .


• Negative items on invoices on the example of a refund of the deposit reducing the value of the invoice.
• Hiding the purchase price of items from the employee

As you can see above, the accounts imported from Excel have been properly added. To change their account types, use the function which was discussed before.


• Removing Duplicate Items and Customers
• Deleting Items from the Item List

Defining account types can be done also directly while importing the account list. Let's open the *.xls with a list of accounts in any spreadsheet (e.g., Microsoft Excel, OpenOffice Calc).


• Services - Adding Service Performance in Sales Documents

Next, add three additional columns to your file (see below), which will be used for defining the account type.


• LoMag language versions - changing the program language

Define the A1, B1, and C1 cells as: "Supplier", "Customer", "Employee".

• Many Measurement Units for one Item
• Print Warehouse Locations
• Print the Invoice with a Percentage Discount

To ascribe an account type to a given account, you need to define the cells by entering "yes" or "no", where "yes" - defines given account type, and "no" means the lack of such a role. As an example, let's define "Vincent Devon" as a customer and "Borm McGlan" as an employee (see below).

• Issuing an Invoice Document with the Recipient

• Occurrence of SQL Server Error 5118

Let's go back to the module and import the updated Excel file using the key.


• Advanced Ordering Options - Blocking Ordered Items
• Advanced Search Algorithm Options

Next, use the functions which will help you define an appropriate account type for the "Supplier", "Customer” and "Employee" columns. So, select the "Supplier (yes/no)" field (see below) for the "Supplier" column.


• Advanced SQL Server Configuration
• Editing Blocked Document

In the same manner, use the "Customer (yes/no)" function for the "Customer" column and "Employee (yes/no)" for the "Employee" column.


• Attachment File Settings on Warehouse Documents

After defining appropriate columns, to import data to the program, click



And thus, you have directly determined account types while importing data.

5. Finding accounts

• Changing License Key in LoMag Software