Documentation

The Dashboard is the first screen you see after logging in. It gives you a real-time overview of your business performance with key metrics, charts, and insights — all in one place.

The Banking section lets you manage all your bank accounts and track cheque payments in one place. It has two tabs: Accounts and Cheques.

The Expenses module lets you track every business expense — rent, utilities, supplies, salaries, and more. Each expense is categorized, dated, and linked to a payment source so you always know where your money went.

The Invoices module is the heart of your sales management. View, create, pay, print, and manage every invoice from the admin portal. It supports full and partial payments, credit note applications, write-offs, bulk operations, and PDF generation.

Vendor Bills track everything you owe to your suppliers. Create bills when you receive goods, record payments over time, and keep your payables accurate. The structure mirrors the Invoices module so the workflow feels familiar.

The Customers module is your complete customer database. Track contact details, outstanding balances, old (pre-system) balances, transaction history, and bank details — all from one screen.

Credit Notes handle customer returns and refunds. When a customer returns goods or needs a price adjustment, create a credit note linked to the original invoice. The credit can then be applied to future invoices or refunded directly.

The Vendors module manages your supplier database. Track brand names, distributor details, contact info, payable balances, transaction history, and bank details for seamless procurement.

Purchase Orders (POs) let you formally request goods from vendors before they are delivered. Create a PO, send it to the vendor, and when goods arrive, convert it into a vendor bill. This keeps your procurement process organized and auditable.

Vendor Credits are the vendor-side equivalent of customer credit notes. When a vendor owes you money — due to returns, overcharges, or damaged goods — create a vendor credit. Apply it against future bills to reduce what you owe.

The Products module is your complete product catalog. Manage every item you sell — with pricing, stock levels, barcodes, categories, tax rates, and transaction history.

Stock Adjustment lets you correct inventory quantities outside of normal sales and purchases. Use it for physical stock counts, damage write-offs, or manual corrections.

Bulk Purchase manages large-quantity purchases that are split into smaller portions over time. Track the original package, remaining quantity, cost per unit, and split history.

The Batches module tracks product batches with batch numbers, expiry dates, and quantities. Essential for businesses that deal with perishable goods or need lot-level traceability.

The Offers module lets you create and manage discounts and promotions. Set up percentage discounts, flat amount discounts, or buy-X-get-Y-free deals, and target them to specific products or categories.

The Sales Report gives you a comprehensive breakdown of your sales data. It has five tabs: Overview, By Date, By Item, By Customer, and By Till (salesperson).

The Payment Summary report provides detailed payment analytics across five tabs: By Date, By Mode, By Customer, Customer Balance, and Vendor Payments.

The Inventory Report provides four views of your product data: Stock Levels, Profit Margin Analysis, Profit by Date Range, and Expiry Tracking.

The Day End report tracks cash sessions — from opening the till to closing it at the end of the day. It provides a complete audit trail of cash flow, denominations, float events, and variance analysis.

The Employee Hours report tracks how long each employee worked based on their POS login/logout sessions. It provides daily breakdowns, session details, and employee totals.

The Profit & Loss report gives you a complete financial picture for any date range. It follows a standard P&L structure: Revenue → Gross Profit → Operating Profit → Net Profit.

The Write-Offs report tracks all invoices that have been marked as uncollectable. It helps you monitor bad debt and understand write-off patterns.

The Loyalty Report shows customer loyalty point activity — points earned, redeemed, and current balances. Use it to monitor your loyalty program's engagement and effectiveness.

Smart Match is a bank reconciliation tool. Upload your bank statement and the system automatically matches transactions against your invoices, helping you identify discrepancies and reconcile accounts.

POS Settings control how the desktop POS application behaves. Configure payment methods, product units, categories, document numbering, cash denominations, and manage till users — all from the admin portal.

Admin Settings manage your organization profile and invoice template configuration. These settings affect how your business appears on printed documents and receipts.

PDF Templates let you customize the look and feel of your printed documents. Configure separate templates for Purchase Orders, Bills, Credit Notes, and Invoices.

The Loyalty Program settings let you configure a points-based rewards system for your customers. Customers earn points on purchases and can redeem them for discounts.

The Import / Export tool lets you bulk-import data from CSV files and export your data for backup or use in other systems. It has two tabs: Import and Export.