General settings

• Go to "Settings" > "Application"

• You can set your Application Name.

• Application logo is used in you application. Select image of your logo.

• Set Rows per table of the application.

• Upload your Background Image of the application.

• Set Date and Time format and Timezone the way you want to see date/time in your application.

• Currency symbol, Currency position, Decimal separator, Thousand separator, Number of decimal also can be set.

  

Sales Setting

Sales related setting will be set here. For example Enable offline sale, Disable out of stock product in POS view Enable sales delete, enable edit sales date, Auto sms to customer after sale

• Go to "Settings" > "Sales Settings"

  

• Offline Sales

  • We provide you an additional facility that you can use our app in offline mode for temporary support in sales and receiving.
  • The scenario is if you goes offline in time of sales or receiving for internet connectivity, you can still continue your sales or receiving.
  • Remember that you can't go to any other page, you can't change your branch or cash register and you can't hold the sales in time of offline. Even can't refresh the page.
  • *** Please don't clear your browser history until you go back to online.

• You might want to disable out stock product from showing in POS View. You can enable/disable.

• Enable/disable sales delete.

• Enable/disable sales date edit.

• To enable Auto sms to customer after sale you need to set sms settings first

Email Setting

App level configuration will be used for app related processing. For example inviting user, password reset email, Notification etc.

• Go to "Settings" > "Email"

  

• If you want to add your server email for this configuration then select "Send mail" from "Email driver". You can also choose "SMTP", if you want to add other email provider's service.

• You can also check if the setting is working or not by giving a mail address in the "Test mail" while saving the changes.

• Set email sent from name as your choice.

• Set your Email address as email. [N.B: Grant permission to access your email for this application, if needed.(example: For Gmail - Allow less secure apps: 'ON')].

• Select email driver. If smtp:-

  • Type email host name.[ example : for gmail, smtp.gmail.com ]

  • Type the port number :- [ example : for gmail, port 587 ]

  • Type password :- password of that email with is used as the email address.

  • Select Encryption type :- Port 465 (SSL required), Port 587 (TLS required).

Email Templates

• Go to "Settings" > "Email Templates"

  

• You can update email template settings from here.

  • You can edit template. and you have to use below variables in your template

  • • {app_name} : Name of Your application
    • {first_name} : Your user first name
    • {last_name} : Your user last name
    • {verification_link}: Verification link which will be include in sending email
    • {reset_password_link}:Reset password link.

    • *** Use these variable as they are. Don not try to change.

  

Privacy

• Go to "Settings" > "Sms Settings"

• You can set sms setting from here.

  

• Choose driver, set necessary credentials.

  

Sms Templates

• Go to "Settings" > "Sms Templates"

  

• To set a template you need to use variable as it is. Available variables are {first_name}, {last_name} , {app_name} , {invoice_id}, {total}

Roles

• Go to "Settings" > "Roles"

• Users and Roles is an important feature in any application. You may need different roles for different users. For that you have to create roles as you required and gives them permission to access.

  

• Roles in an important thing in your application.You may need many role like :- Manager,Assist.Manager, Supervisor,Account,etc etc. For that you have to create roles as you required and gives them permission to access

• Application roles is here.

  

• You can manage permissions of any role by clicking on Manage of that specific role from "Permission" column.

• Assign roles to user

  

• You can edit and delete roles.

  

Users

• Go to "Settings" > "Users"

• Here is your application User Settings

• All user list is here.

• You can search data

  

• You can add Invite user by clicking Add button

• Fill up the required field and invite

  

• You can enable or disable user

  

• You can change user role click on edit icon

  

• You can remove user form admin.

  

Taxes

• Go to "Settings" > "Taxes"

• All taxes list is here

  

• You can add,edit and delete taxes Action

• • Tax name.
  • Tax percentage.
  • Choose your taxes will default or not.
  

Branches

• Go to "Settings" > "Branches"

• You may have many branch . All branch setting is here. Manage branch from here

• All branch list is here

  

• By clicking Add you can create new branch

• Choose tax and cash register.

  

• You can edit branch and choose cash register.

  

Shipping Area

• Go to "Settings" > "Shipment"

• Add/Edit/Delete Shipping Area with price

  

Cash Registers

• Go to "Settings" > "Cash Registers"

• All cash register is here.

  

• By clicking add you can create new cash register

  

• You can edit cash register

  

Payment Types

• Go to "Settings" > "Payment Types"

• All payment type list is here.

  

• You can add new payment type by clicking Add button

• You can edit payment type

  

Sales Invoice

• Go to "Settings" > "Sales Invoice"

• • Add Prefix and suffix for your sales invoice
  • Invoice starts number for sales
  • Invoice logo for sales
  • You can choose auto generate receipt option for sales
  • To send sales invoice to customers email please choose yes of "Auto email receive to customer"

Purchase Invoice

• Go to "Settings" > "Purchase Invoice"

• • Add Prefix and suffix for your Purchase invoice
  • Invoice starts number for purchase
  • Invoice logo for purchase
  • You can choose auto generate receipt option for purchase

Invoice Templates

• Go to "Settings" > "Invoice Templates"

• You can manage invoice template

  

• Variables will use for dynamic rendering of your data

  1. There are two segments of variables we call it Independent chips and Table chips.
  2. You can not use Table chips outside of a table (HTML table)/li>
  3. You can use Independent chips inside of the table but recommended not to use inside the table
  4. If you find yourself in a situation that you can not reach your target then you always have an option restore to get bach default invoice template structure
  

• How to Add/Create an invoice

  1. Go to Settings > Invoice Templates > Click the “Add” button.
  2. Give a name for the Title
  3. Select a Type from “Sales”/”Purchase”
  4. Select a Invoice Size from “Small”/”Large”
  5. Select a Width from 70mm to 104mm for Small size and 95mm to 160mm for Large invoice size.
  6. Your table will be shown in the editor section. Change if as per your requirement and your Invoice Template will be created.
  

• How to Edit an invoice

  1. Go to Settings > Invoice Templates > Hover on Action on which template you want to edit
  2. Click on Edit icon
  3. You can not change Type while editing a template
  4. Select a Invoice Size from “Small”/”Large”
  5. Based on the type you will get a template structure which you can customize
  6. Select a Width from 70mm to 104mm for Small size and 95mm to 160mm for Large invoice size.
  7. Your table will be shown in the editor section. Change if as per your requirement and your Invoice Template will be created.
  

• Set invoice template for specific Branch and Cash Register

  1. Go to Settings > Cash Registers
  2. Hover your mouse over the Action menu from any Cash Register and Click the edit icon to edit.
  3. Select your required invoice template from the drop down menu of “Sales invoice template” for Sales and “Purchasing invoice template” for Purchase and Save.
  4. Remember these invoices will work only for the specific Branch and Cash Register you selected for.
  

• Now you can use your own designed invoice!

Products Setting

• Go to "Settings" > "Products Setting"

• You can manage product setting

• • Default re-order quantity : Product Re-order quantity
  • SKU prefix : Set Product SKU prefix
  

Stock Adjustment Types

• Go to "Settings" > "Stock Adjustment Types"

• You can Create/Edit/Delete Stock Adjustment Types

  

• This type will be used when you want to adjust stock from Product module

  

Notification

• Go to "Settings" > "Notification"

• Enable Notify manager for low stock

  

• Assign branch manager

  

• You can see Sending rate, Delivery rate, Bounce rate, Open rate, Click rat. which is based on rate of all brands email logs.

• When low stock notification is on the corn job setting will automatically generated.

  

Updates

• Go to "Settings" > "Updates"

• You can see the current version of your application as well as the new versions (if any new upgradable version is available).

• Just click the new version to upgrade your application.

Product

• Go to "Product" from side bar and click on Product Tab

• All product list can check here.

• Data can be filter

• Click Export for export product

  

• By click on product title you can see product details

  

• Click on action you can delete and edit product

  

• By click edit icon edit require fields and save it

  

• For add product click on Add button.

  

• You can also add new category. To add new category click +(right side of category field)

  

• You can also add new brand. To add new brand click +(right side of brand field)

  

• You can also add new group. To add new group click +(right side of group field)

  

• You can also add new unit. To add new unit click +(right side of unit field)

  

• Fill up require information and save it.

  

• For add variant product click on Add button.

• Then for variant product choose product type Variant product

• If you need new variants click on Add new variant

• Fill product variants Field

• Fill up require information and save it.

  

Import Product

• Go to "Product" from side bar and click on Product Tab > At the right side > Action Button > Import Product

• Click on Import for import products

  

• Download a sample copy

• Choose you file and preview it.Then click upload for upload file.

  

Categories

• Go to "Product" from side bar and click on Category Tab

• All categories list can check out here.

• Click Export for export categories

  

• Click Add for add new categories

• Fill up require information and save it.

  

• Click on Action you will find edit button

• Click Edit icon and edit you category

• Delete icon for delete.

  

Brands

• Go to "Product" from side bar and click on Brands Tab

• You can see all brand

• Click Export for export brand

• Click Add for add new brand

• Edit brand as category edit

• Delete icon for delete.

  

Groups

• Go to "Product" from side bar and click on Groups Tab

• You can see all group

• Click Export for export group

• Click Add for add new group

• Edit group as category edit

• Delete icon for delete.

  

Variant Attributes

• Go to "Product" from side bar and click on Variant Attributes Tab

• You can see all Variant attributes

• Click Export for export Variant attributes

• Click Add for add new Variant attributes

• Edit Variant attributes as category edit

• Delete icon for delete.

  

Units

• Go to "Product" from side bar and click on Units Tab

• You can see all units

• Click Export for export units

• Click Add for add new units

• Edit units as category edit

• Delete icon for delete.

  

Import Opening Stock

• Go to "Product" from side bar and click on Product Tab > At the right side > Action Button > Import Opening Stock

• Go to import opening product process same as import product

  

• Click on Import for import opening stock

• Download a sample copy

• Choose you file and preview it.Then click upload for upload file.

Stock Adjustment

• Go to "Product" from side bar and click on Product Tab > At the right side > Action Button > Stock Adjustment

• Stock Adjustment modal will be open.

• Select the branch where you want to adjust stock.

• Search for Product and Add quantity.

• If you want Positive adjust then give positive quantity. Ex: x number of quantity will be added into the system

• If you want Negative adjust then give positive quantity. Ex: x number of quantity will be subtracted from the system

• Choose Adjustment Type. Finally You can add multiple entries

  

Print Barcode

• Go to "Product" from side bar and click on Product Tab > At the right side > Action Button > Print Barcode

• Select product to print barcodes.

  

• Get a preview of the printable barcodes.

  

Manage Customers

• Go to "Contacts" > "Customers"

• In you application all customer list is here you can do this operation here.

• You can see customer list data

  

• By clicking add button you can add new customer.

• Fill up require information and click save.New customer will be added

  

• By clicking import button you can import customer

• Download a sample copy and ready you file as sample copy. coulmn name must be same as sample file.

  

• Choose your file.

• Click customer preview you can see you uploaded file

• Click upload to upload it.

  

• By clicking Export button you can export data.

• By clicking the link you can see details.

Manage Customer Groups

App level configuration will be used for app related processing. For example inviting user, password reset email, Notification etc.

• Go to "Contacts" > "Customer Groups"

• In you application group list is here .

• You can see groups

• Export button you can export data.

  

• By clicking add you can add new group

• Fill required information and save it.

• You can choose default operation yes/no.

  

Manage Suppliers

You can Create/Edit/Delete/Export/Import supplier from here

• Go to "Contacts" > "Suppliers"

  

• You will found all suppliers list.

• You can see suppliers

• By clicking the link you can see details

• By click Export button you can export data

  

• By click add you can add new suppliers

• Fill required information and save it.

  

• By click import button you can import customer

• Download a sample copy and ready you file as sample copy .make sure column name will same.

  

• Choose your file .

• Click customer preview you can see you uploaded file

• Click upload for upload it .

  

Manage Sales And Purchase

• Go to "Sales"

• Select the Branch from where you want to Sale

  

• Select the Cash Register from where you want to Sale

  

• Select the Cash Register from where you want to Sale. Enter oping/closing amount of your cash register

  

• You should be able to enter your POS Sale View

• You can search product from here. And manage your Sales from here.

  

• Simply connect your barcode scanner with your pc. Then keep the cursor in the product search box. The barcode scanning will work.

• You can see all the listed product available in your system.

• You can search any product and customer.

• You can also add customer from Cart.

  

• Can remove any product from the cart using delete icon

• Then you can easily modify the quantity, price and discount

• By clicking pay your order will go the payment phase

  

• If you want to hold an order, You can hold an order by clicking the "Pause" button from the cart .

  

• You can see a list of hold orders. From the list you can also add the order into the cart.

  

• Add discount on sale, percentage on every item as well as on entire subtotal amount

  

Manage Return Sale

You can return a sale (order with its items) partially as well as fully

• Go to "Sale" > "Change Sale Type To Return" From top bar

  

• Select Returns From the pop up modal

• Search and select for Invoice Id for the return Sale

  

• Order will than get added to cart

• Order will than get added to cart

• Click pay and it will generate new invoice for return product.

Manage Credit Sale

Manage credit only to Existing customer

• Go to "Sale" > "Search for Customer" or "Add New Customer" > "Pay"

• Go to "Sale" > "Cart" > "Pay"

• Select Credit and enter amount and complete payment

• You can add partial Credit Sales along with payment with payment method

• Select Credit than enter the amount which is less than the total amount, Click Add Payment, Than enter the rest of the amount with different payment method

  

Manage Internal Sale And Purchase

Internal Sales

• Go to "Sales" > "Change Sale To Type To Internal" From top bar

  

Internal Purchase

• Go to "Purchase" > "Change Purchase Type To Internal" From top bar

  

Manage Internal Transfer

App supports internal transfer of quantity from branch to branch with any profit/loss. It helps to adjust inventory from one to another.

• Go to "Sales" > "Change Sales Type To Internal Transfer" From top bar

  

• Select a Branch to where you want to transfer internally and continue add product to cart and rest.

Change Branch

You can change branch from both Sale and Purchase "Purchase" > "Change Branch" From top bar

Choose Cash Register

Here you can change cash register

Check Register Info

You can check you current status of the cash register from Register Info

• Go to "Sales" > "Register info" From the top bar

  

• Here you get the brief idea about sales from this register

View Reports

• Go to "Report" from Side Bar

Sales Report

• Go to "Report" from Side Bar and click on Sales Tab

• You can see all sales.

• Data can be filter.

• You can search data.

• Data can export by click Export button.

• You can select Date range for data

  

• By clicking link you can see details

  

• User details

  

Sales Details Report

• Go to "Report" from Side Bar and click on Sales Details Tab

• You can filter data and export data by click export button.

  

Sales Summery Report

• Go to "Report" from Side Bar and click on Sales Summery Tab

• You can see all sales summery

• By clicking export button you can Export data

• You can check total and grand total

  

• Data can be filter

• You can select Date range for data

  

Purchase Report

• Go to "Report" from Side Bar and click on Purchase Tab

• You can see Purchase details.

• You can filter data.

• By click received by name you can see details.

• Data can export by click Export button.

• You can check total and grand total.

• You can select Date range for data

  

Purchase Summery Report

• Go to "Report" from Side Bar and click on Purchase Summery Tab

• You can see receiving summery

• You can export data by click Export button.

• You can filter data.

  

• You can select Date range for data

  

Register Log Report

• Go to "Report" from Side Bar and click on Register Log Tab

• You can see register logs details

• You can filter data.

• You can export data by click Export button.

• You can select Date range for data

  

• Click on clickable link you see details.

  

Inventory Report

• Go to "Report" from Side Bar and click on Inventory Tab

• You can see inventories details

• You can filter data.

• You can export data by click Export button.

• You can select Date range for data

  

Payment Report

• Go to "Report" from Side Bar and click on Payment Tab

• You can see payments details

• You can filter data.

• You can export data by click Export button.

• You can select Date range for data

• By clicking on clickable link you can se details

  

Payment Summery Report

• Go to "Report" from Side Bar and click on Payment Summery Tab

• You can see payments summery

• You can filter data.

• You can export data by click Export button.

• You can select Date range for data

  

Sales Statistics Report

• Go to "Report" from Side Bar and click on Sales Statistics Tab

• You can see sales statistics

• You can filter data.

  

Tax Report

• Go to "Report" from Side Bar and click on Tax Tab

• You can see tax details

• You can export data by click export button.

  

Profit Loss Report

• Go to "Report" from Side Bar and click on Profit Loss Tab

• You can see profit/loss details

• You can export data by click export button.

• You can filter data

• You can select date range for data

  

Customer Summery Report

• Go to "Report" from Side Bar and click on Customer Summery Tab

• You can export data by click export button.

  

Supplier Summery Report

• Go to "Report" from Side Bar and click on Supplier Summery Tab

• You can filter data and export data by click export button.

  

Sales And Purchase Report

• Go to "Report" from Side Bar and click on Sales And Purchase Tab

• You can filter data and export data by click export button.

  

Stock Adjustment Report

• Go to "Report" from Side Bar and click on Stock Adjustment Tab

• You can filter data and export data by click export button.

  

Shipment Report

• Go to "Report" from Side Bar and click on Shipment Tab

• You can filter data and export data by click export button.