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Adding Customer
Last Updated: July 26, 2022Video Guide Detail Guide Adding Customer Goto Contacts -> Customer Click on add new contact. Select contact type – Customer Based on the contact type selected – it will show the relevant fields. Fill in the relevant details. Click on More More Information button to see more field. Pay Terms: This will help the system...
Customer Group
Last Updated: July 26, 2022Video Guide Detail Guide Adding Customer Group With customer groups, you can classify a customer as Retail Customers, Wholesale Customers, Friends, Colleagues, and whatever you will love to.. To add a “Customer Group” go to Contacts -> Customer Groups & Click on the “Add” button. It will show a popup asking for the customer group name...
Import Contacts
Last Updated: January 22, 2021Video Guide Detail Guide – Import Contacts First Go to Contact > Import Contacts > Download Template File Follow the instructions carefully before importing the file. The columns of the file should be in the following order. Column Number Column Name Instruction 1 Contact type (Required) Available Options:1 = Customer,2 = Supplier3 = Both 2 Prefix (Optional)...
Adding User & assigning a location to a user
Last Updated: July 10, 2022Video Guide Detail Guide Adding users User Management -> Users -> Add New You can edit/delete a user. Add user name and email Is active?: Activate/Deactivate the user Role and permission Fill in the user details, select the user roles, and give a unique username. Select the user role for this user (add user role )...
User Role Management
Last Updated: July 8, 2022Video Guide Detail Guide Adding User Roles & Permission Every new business comes with some default roles – Admin & Cashier.Admin has all permissions in the application.The cashier has permission to only the POS section. You can create a role by clicking on Add button -> Giving a role name and then selecting the appropriate permission for that...
Purchase Return without selecting Purchasing invoice.
Last Updated: December 8, 2020Using this option you can add Purchase Return without selecting purchase order this is not the best practice for Purchase return What is the best practice for purchase returns? Details Go to the Add Purchase screen Add Purchase return quantity as minus (-) Other details you can add as normal Note: Return Value will be...
Discounts by Brand, Category, Location
Last Updated: January 13, 2021Sell –> Discount Add/Edit Discount: Name: Enter a meaningful full name for the discount. Product: Select the product which it will be applied. Brand: Select the product brand where it will be applied. Category: Select the product Category where it will be applied. Location: Select the location Priority: Discount with higher priority will have a higher weight, however priority will...
Customer Login
Last Updated: March 28, 2022This is a very uncommon feature. You can provide the logging for your customer or supplier to log in to your system and check the updates. Benefits of this feature Your customer can log in to POS and they can add quotations themself. Your customer can check all the sale details with their login including...
Purchase Return
Last Updated: April 22, 2022How to do a Purchase Return ? Select the parent purchase for each and every Returned sale.Purchase > List purchase> Return Purchase Click the action button in parent purchase and then click the purchase return option button. Enter the quantity of the Return. When click the save button; There will be a notification pop up...