Understanding the Dashboard

Setup Checklist

Import Categories

Import Products

Import Customers

Import sales transactions

Onboarding products

Import pos sales filters

Import Sub Products

Manage Users

Billing

Create Tickets

Cost Accounting

Analysis

Monthly Sales

Category Sales

Create Sales Orders

View Outstanding Orders

Create Sales Invoice

Create Credit note

Process Customer payments

Allocate Customer payment

View Customer transaction history

Print customer statement

Create Purchase Orders

Process Supplier Unpaid Invoices

Process Supplier Paid Invoices

Pay a supplier

Allocate supplier payment

Process a supplier credit note

Process General Expense

Understand the inventory Process

Types of Inventory

Create New Inventory items

Make or assemble products

Stock count process

Adjust product quantity

POS Sales Filters

Sub-products (product options)

Discounts

Bulk Update Sales Prices

Bulk Product Update

Sales by product report

Product Purchases

Purchase Order report

Inventory Quantity

Inventory Valuation

Product usage

Product profitability

Sales by Customer Reports

Sales by product report

Monthly Sales

Category Sales

Sales by Type

Sales analysis

Inventory Valuation

Profit and Loss

Balance Sheet

Receivables

Payables

Sales Tax Report