POINT OF SALE

Dashboard

Point of Sale

• Dashboard > go to Point of sale from vertical menu or top bar menu.
• On point of sale windows select customer first/by default walk in customer is auto selected
• Then click on the product from the product list window(you can click several time to adjust quantinty)
• You can use the barcode scanner (Barcode type [CODE-128, CODE-93 & CODE-39] is tested by a barcode scanner).
• You may scan multiple time for add product quantities
• You can give discount.
• You add TAX manually.
• After adding product list, discount and tax click on Pay now button
• invoice preview will be displayed. Enter the received amount and Press Enter.
• Select payment method used to settle the bill by customer.
• For full payment ie. customer has paid full amouny click on full payment button
• Incase customer did not make any payment(on credit) click on full due button
• For customer whom made partial payment/deposit enter amount paid then click on checkout button
• An Invoice/receipt will be generated, and you will be able to print easily.
• Thermal printer is best for receipt printing preferably 80mm (Setup Required)
• Left Panel



• Right Panel

Sales

Sale List (Invoice List)

In this section, you will be able to see all invoices in your current store.By default it will dispaly current date sales list. For filtering date click on the search icon at the top menu bar

• You can click on view icon to see invoice details
• To return product click on return icon , returns are made incase you need to adjust a sale, for instance when customer returns a certain product
• You will be able to delete invoice from here
• You can also print invoice/receipt via POS printer. (setup required)

Gift Card

You will be able to issue Gift Card to your customer, customer can use that Gift Card for payment. You can also topup customer gift Card.

Advantage of Gift Card

• Customer can use this gift Card like a cash card.
• Customer can top up his card from your shop
• Seller can maintain easily.

Add New Gift Card

• Dashboard > Gift Card > Gift Card List > Click on Add New Gift Card
• Card Number will be generated automatically you can also change the card number by click edit icon.
• Give the value for a particular card
• Provide how much amount you want to topup on this card.

Gift Card List

• Dashboard > Gift Card > Gift Card List > Here the all Gift Card list that you have issued
• To view or print Gift Card click on view button from the list
• To topup money to a Gift Card click on topup button and give the amount and expiry date
• You can also edit and delete any Gift Card from list.

Quotation

In this section, you will be able to create a quotation for your customer

Add Quotation

• Go to Dashboard > Quotation > Add Quotation
• Here you will get from. fill the form with all required field
• Select the customer and select the supplier list to get that supplier product easily.
• Type your product name in Add product section. You can add multiple product
• Click on submit. A quotation invoice will create.

Quotation List

• By click action button you can edit the quotation invoice.
• From quotation invoice list you can view the quotation invoice and can print that invoice.
• You can easily convert any quotation invoice to a sale via an action button.

Installment(EMI)

From here you can manage your installment invoice. From POS screen click on sell with installment button.

Create a Invoice as an Installment payment

• Goto Dashboard > Point Of Sale > Select the product > Click on Pay Now button.
• You will get a sell with installment button below the FULL PAID or FULL DUE button.
• a form about the installment period will be displayed.
• Duration : Number of days given to customer to settle the balance
• Interval: What the interval between first payment upto to the last one
• Total Installment: It will be calculated automatically.
• Interest Amount: Any interest amount is indicated here.You may use zero(0).

Receive Installment Due

• You can receive installment due from installment list
• Go to Dashboard > Installment > Installment List > Here you will get all list of installment sales.
• Click on Payment button to receive payment amount.

Installment List

• You will get all installment invoice in this section.
• Go to Dashboard> Installment > Installment List > Here you will get all list of installment sales.
• Click on view button to see installment details
• Here you will get due amount, remaining installment and their payment date.
• When installment invoice paid then status will update accordingly .

Installment Payment

• You will get all installment payment in this section.
• Go to Dashboard> Installment > Payment List > Here you will get all payment of installment sell.

Overview Report

• Overview calculation of installment i.e. Total invoice , interest amount, amount received & due amount

Purchase

Information about product that you bought from supplier/ NB This is where product stock is updated.

Purchase List

• Dashboard > Purchase > Purchase List > Here you will get all list of your purchases from supplier.
• To return product to supplier click on return button from that invoice from the list
• From here you can clear due you owe your supplier via pay button.
• Click on search icon on Topbar to get purchase list from different dates.

Due Invoices

• Dashboard > Purchase > Due Invoices > Here you will get all due purchase list.
• You can clear due using the pay button.

Add Purchases

• Dashboard > Purchase > Add Purchases > Here you will be able to buy product from any supplier
• Need to select supplier first and provide the invoice Id.
• Search the product and select from the list and enter quantity
• Then provide product buying price and selling price
• Enter paid amount (You can purchase on credit from supplier enter paid amout the less amount will be upated as due)
• Click on Buy Now button

Stock Import

• Dashboard > Purchase > Stock Import > Here you will be able to select supplier from dropdown.
• After selecting the supplier a sample file will be downloaded to your computer ,open it , edit and upload/import
• You will get a sample (Name,Code,QTY). fill the information as per example.
• You will be redirected to purchase page to adjust quantities and prices

Stock Transfer

In this section, you will be able to transfer product form one store to another store.

Products

Create New Product

To create a product you have to create a box(product location) and supplier(who will supply product to you) first.How to create a box?How to create a supplier?

• Dashboard > Product > fill up the form under "Add New Product" with valid information
• If you have more store(multi-store) you can add this product to all store by click store in the store list from here.
• After successfully creating a new product will be shown under "View All Product Name" section. To add product stock use purchase option from the side menu.
• Buying price and selling price can be adjusted when purchasing products from supplier

Buy Product From Supplier

Generate Barcode

• Dashboard > Product > All product will be shown under "View All Product"
• Click on barcode icon button under barcode label of a product item > a floating alert window will pop up> select the quantity and choose barcode type (barcode type CODE 128, CODE-39 & CODE-93 tested by barcode scanner)
• Click on Print
• You can use the barcode scanner to select Product in POS screen

Product Import

• If you need to add a lot of products to your shop you may use this method.
• You need to download .xls file and need to fill-up.
• In that .xls file, you will get a demo product(that is used for instruction only) How to?
• After you fill-up that .xls file upload it here
• After upload > Click Import

Stock Alert

• Dashboard > Product > Stock alert
• Displays list of products that have low stock.
• You will be able to increase the product quantity by click product buy(symbol of plus) from the stock alert list.

Expired Product

• Dashboard > Product > Expired
• In this section, you can see expired product list

Customer

Here you can manage your customer very easily. You will be able to see customer history with all invoice.

Create New Customer

• Dashboard > Customer > fill up the form under "Add New Customer" with valid information > save
• After successfully creating a new customer will be shown under the "Customer List" section.

View Customer History

• Dashboard > Customer > Click eye icon under view button.

Edit and Delete Customer

• Dashboard > Customer > All customer will be shown under "View All Customer Name"
• Click on the edit button of a customer item > a floating modal window will pop up > change information > Update.
• Click on the Delete button of a customer item > a floating modal window will pop up > Choose a method > Delete

Supplier

Create New Supplier

• Dashboard > Supplier > fill up the form under "Add New Supplier" with valid information > save
• After successfully creating a new supplier will be shown under the "Supplier list" section
• From supplier list you will be able to buy product by clicking buy button.

History of Supplier

• Dashboard > Supplier > All supplier will be shown under " Supplier List"
• Click on the view button of a supplier.
• You will get a lifetime history of the supplier.

Edit and Delete a Supplier

• Dashboard > Supplier > All supplier will be shown under the "Supplier List"
• Click on the edit button of a supplier item > a floating modal window will pop up > change information and Click on the Update button

Accounting

Here you will be able to maintain your Banking accouting system. You can manintain multiple bank account from here

Deposit

• Dashboard > Accounting > Deposit
• Fill-up the informaion
• Click on Deposit

Withdraw

• Dashboard > Accounting > Withdraw
• Fill-up the informaion
• Click on Widthdraw

Transfer Fund

You can transfer to your another bank account.

• Dashboard > Accounting > Transfer Funds
• Select the sender account and receiver account and Fill the all information
• Click on Transfer Now

Transfer List

You can see transfer list to your another bank account.

• Dashboard > Accounting > Transfer List
• Here you will get all transfer list li>

Transaction List

• Dashboard > Accounting > Transaction List
• Here You will get all bank account transaction.

Bank Account List

• Dashboard > Accounting > Bank Account List
• Here You will get all list of your bank account
• For add new bank account click on Add New Bank Account and Fill-up the all information

Income Source

• Dashboard > Accounting > Income source
• Here You can add income source
• For add New Income Source click on "Add New Income source" and Fill-up the all information

Income Monthwise

• Dashboard > Accounting > Income Monthwise
• Here You can see how much amount you have earned from different income source

Income & Expense

• Dashboard > Accounting > Income & Expense
• Here You will get a report about Income and Expense

Profit & Loss

• Dashboard > Accounting > Profit & Loss
• Here You will get a report about Profit & Loss, You can filter dates using search icon at the top bar

Cashbook

• Dashboard > Accounting > Cashbook
• You can enter opening balance of your present day.

Transaction List

• Dashboard > Accounting > Transaction List
• Here you will get details of all transaction .

Balance Sheet

• Dashboard > Accounting > Balance Sheet
• Here you will get overall report of your bank accounts

Expense

Here you will get information about expense of your shop like Shop rent, Electricity bill, and Tea bill etc.

Add a Expense

• Dashboard > Expense > Add Expense
• Fill out the form by providing valid information.
• Save

Expense List

• Dashboard > Expense > Expense list
• Here you will get all expense list based on your filtering.
• Expense report will be displayed in the final report.

Category

• Dashboard > Expense > Category
• Here you can create expense category.
• Expense category will be displayed in the Add New Expense section.

Summary

• Dashboard > Expense > Summary
• Here you will get expense summany.
• Expense will shown daywise, weekly ,monthly and yearly wise

Loan

Here you can manage loan that you will get from any bank or any other institute to extend your business.

Take a Loan

• Dashboard > Loan Manager > Take Loan
• Fill out the form by providing valid information.
• Click on SAVE for take loan

Loan List

• Dashboard > Loan Manager > Loan list
• Here you will get all expense list based on your filtering.
• From list, you will be able paid loan amount
• By click view button you will get loan paid history

Loan Summary

• Dashboard > Loan Manager > Loan summary
• Here you will get summary report about your loan

Report

You will get a lot of reports from here like Overview Report, Sell report, Buy report, Payment report, Stock report(this will help you to get a day month or year overview)

Overview Report

• Dashboard > Reports > Overview report
• You will get an Overview report on Profit, sales, Taxed amount, discount amount (Depends on your filtering)

Collection Report

• Dashboard > Reports > Collection report
• Here you will get Staff wise collection amount from the customer
• You may filter by date. (filter icon present in the top menu bar with search icon)

Due Collection Report

• Dashboard > Reports >Due Collection report
• Here you will get due collection report
• You may filter any date. (filter icon present in the top menu bar with search icon)

Supplier Due Paid Report

• Dashboard > Reports >Supplier Due paid
• Here you will get supplier due payment report(that you paid)
• You may filter any date. (filter icon present in the top menu bar with search icon)

Sales Report

• Dashboard > Reports > Sales Report
• You will get a product list with the number of sales in a day, month or year(Depends on your filtering)

Purchase Report

• Dashboard > Reports > Purchase Report
• You will get daily, monthly, yearly(Depends on your filtering) wise Purchase report(that you will buy from the supplier)

Sales Payment Report

• Dashboard > Reports > Sales Payment Report
• Here you will get sales payment report(that you received from customer)
• You may filter by date. (filter icon present in the top menu bar with search icon)

Purchase Payment Report

• Dashboard > Reports > Purchase Payment Report
• Here you will get purchase payment report (that you paid to supplier)
• You may filter by date. (filter icon present in the top menu bar with search icon)

Sell Tax Report

• Dashboard > Reports > Sell Tax Report
• Here you will get sell tax report (that you are collect form customer)
• You may filter by date. (filter icon present in the top menu bar with search icon)

Purchase Tax Report

• Dashboard > Reports > Purchase Tax Report
• Here you will get purchase tax report (You were paid to your supplier)
• You may filter by date. (filter icon present in the top menu bar with search icon)

Tax Overview Report

• Dashboard > Reports > Tax Overview Report
• Here you will get purchase tax report (You were paid to your supplier)
• You may filter any by. (filter icon present in the top menu bar with search icon)

Stock Report

• Dashboard > Reports > Stock Report
• You will get the Stock report(
• You will get product quantity

Analytics

You can see an overview analysis of your shop

• Dashboard > Analysis
• Here you will get Today's profit, weekly, Monthly, and yearly top product, Best customer etc
• You will get a graph about your income & expense in current month
• You can get a lot of info by seeing this graph

User

You can create some user for managing your shop. User a grouped in different level of access eg cashier, manager etc.

Create New User

• Dashboard > USER > user > fill up the form under "User list" with valid information > save
• A user will log in using their e-mail address or phone number.

Edit and Delete User

• Dashboard > USER > User > All user will be shown under "User list"
• Click on the edit button of a user > A floating modal window will pop up > change information > Update.
• Click on the delete button of a user > a floating modal window will pop up > Choose a method > Delete

Password Change of User

• Dashboard > USER > Password > click here for change password
• Select the user and give the new password
• Update

Create New Usergroup

• Dashboard > USER > Usergroup > fill up the form under "Add New usergroup" with valid information > save
• After successfully creating new user will be shown under "Usergroup list" section

Edit and Delete Usergroup

• Dashboard > USER > Usergroup > all user will be shown under "Usergroup list"
• Click on the edit button of a user > a floating modal window will pop up > change information > Update
• Click on the delete button of a user > a floating modal window will pop up > Choose method > Delete

Give Permission

• Dashboard > USER > Usergroup > All user will be shown under "Usergroup list"
• Click on user group edit permission > a floating modal window will pop up > update user permission from checkboxes from the list to allow access
• Click Update button

Filemanager

All file will be present here, you will be able to manage all media files.

Setting

Here you will be able to add payment method currency and user preference

If you have more shop and if you are interested to manage more shop by using this software, it's completely possible and very easy

Create new store

• Dashboard > Settings > Store > Add Store
• Fill the form by provide valid information
• Save

Select a Store

• Dashboard > Settings > Store > Store List
• Here you will get all store list
• From that list click on active that you want to visit
• After successfully activate you will be able to see all the information in your activated shop

User Preference

• Dashboard > Setting > User preference
• Select language, color theme, POS panel position, and POS window pattern
• Update

Brand

• Dashboard > Setting > Brand
• From here you can add brands name when you will crate a product.
• From brand list you can update or delete any brand.

Create New Currency

• Dashboard > Setting > Currency > Add New Currency
• Fill out the form by providing valid information.
• Save
• After successfully creating new currency will be shown under "currency list" section.

Activate Currency

• Dashboard > Settings > Currency > All currency will be shown under "Currency list"
• Click on the activate button and confirm

Edit and Delete Currency

• Dashboard > Settings > Currency > All currency will be shown under "Currency list" section
• Click on the edit button of a currency > a floating modal window will pop up > change information of currency > Update
• Click on the delete button of a currency > a floating modal window will pop up > Choose method > delete

Add New Payment Method

• Dashboard > Settings > Payment method > fill up the form under "Add new payment method" with valid information
• Save

Edit and Delete Payment Method

• Dashboard > Settings > Payment method> all payment method will be shown under "Payment method list" section
• Click on the edit button of a payment method > a floating alert window will pop up > Click on Update
• Click on the Delete button of a payment method > a floating alert window will pop up >choose method > Click on Delete

Unit

Unit means product unit i.e. Kg,piece. You can add unit when you will create a product or update. product unit will be show in invoice.

• Dashboard >Setting > Unit
• Give the unit name.
• Save

Tax Rate

This Tax Rate is based on product. so you can select a Tax Rate when you will crate a product or update a product.

• Dashboard >Setting >Tax Rate
• Fill the required information
• Save

Create Box

The box is important for every product, Box indicates the position of a product. You may call it box or Shelf (Where a product is located in your shop)

• Dashboard >Box > Add New Box
• Give the box name(Location, Shelf shortcode or section name) and details.
• Save

Backup Data

• Dashboard > Settings > Backup/restore > Backup tab
• Click on Export button
• An SQL file will download in your computer
• Store this SQL file very carefully
• Your shop data successfully backup.

Restore Data

• Dashboard > Settings > Backup/restore > Restore tab
• Click on Import button
• Select your previous backup file(.sql)
• After select restore process will start. It may take several minutes.
• After complete restore process, A confirmation message will appear.

12. How to reset data ?

• Dashboard > Sytem > Data Reset
• Check store from store list.
• Click on "Yes" for reset data of selected store