Getting Started

1

• Setup Your Business Details

Business Setup

2

• Register Your New Business
• Setting Multiple Business Locations or Ware House or Storefronts

Contact Management

4

• Customer & Supplier Ledger
• Adding Opening Balance & Payment
• Contacts Management (Supplier & Customers)
• Customer Groups

Products

14

• Products Management
• Bulk Edit Products
• Delete Product
• Variations
• Product Units

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Sell / Sales

11

• Selling (POS Screen)
• Selling of Services
• Sales Return
• Sales Subscriptions
• Cash Register

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Purchases

2

• Purchase Management
• Purchase Payments

Expenses

1

• Manage Expenses or Expenses for an Employee

Payment Accounts

2

• Payment Accounts or Bank Accounts
• Default Payment Accounts for Payment Methods

Tax Settings

2

• Tax Rates, Tax Groups & Disabling Tax
• GST Tax Support

Reports

1

• Purchase, Sales, Product Stock, Expenses & Tax Reports

Business Settings

5

• How to Search in Settings?
• Business Settings
• Setting Invoice Format
• Barcode Settings
• Custom Fields Labels

Hardware Support

2

• Barcode Scanner
• Setting up a Thermal Printer for Receipt Printing

Notifications

2

• Email & SMS Notifications Configuration
• Auto-Sending of SMS & Email to customer

User Management

3

• Adding users & assigning locations to a user
• Role Management
• Using Commission Agent Feature