Dashboard

The admin is provided with:

  • A highlight of
    • Total sales
    • Total expenses
    • Net profit
    • Due
  • A summary of sales and purchase
  • A summary of the top selling products
  • A summary of the recent sales
  • A summary of the company stock
  • A summary of the customers
Possible actions from the dashboard
  • Jump to the POS menu
  • Filter the highlights
  • Filter the Sales & Purchase
  • View the recent sales in further detail
  • View the invoice list
  • View the stock data
  • View the customer list

Product

Product list

The columns provided in the product list are as follows:

  • Product name (along with a thumbnail)
  • Product group (if any)
  • Product type (single or variant)
  • Number of variants (if its a variant product)
  • Product status
  • Selling price
* Clicking on the product's name will redirect the user to the product details page

Actions available on products are:

  • Edit
  • Activate/Deactive
  • View stock overview
  • Delete
* These actions can also be performed on product variants
Product details

As the name suggests, this page provides the user with a detailed summary of a product

The product details the user will be shown are:

  • The associated images of the product
  • The product specifications
  • The product's variants, given that the product is of the variant type
  • And other item details

Actions available on stocks are:

Stocks are added to the system by adding lots

Add product

This sub-module is a form that is used to register products into the system.

The required form fields are:

  • Name
  • Selling price
  • UPC (is auto-generated for single products)
Groups

Users can make use of the features provided in this sub-module to group products registered in the system.

The columns provided in the group list are as follows:

  • Group name
  • Total items in the group
  • The provided description

Actions available on groups are:

  • Edit
  • Delete

Groups are registered into the system using the group modal.

Categories

Users can make use of the features provided in this sub-module to categorize the products in the system by creating distinct categories.

The columns provided in the category list are as follows:

  • Category name
  • Sub-category expandable column
  • Category description
  • Current category status

Actions available on categories are:

  • Edit
  • Add a sub-category
  • Activate/De-activate
  • Delete

Categories are registered into the system using the category modal.

Actions available on respective sub-categories are:

  • Edit
  • Delete
Brands

Users can make use of the features provided in this sub-module to add product brands into the system.

The columns provided in the brand list are as follows:

  • Name (along with a thumbnail)
  • The provided description

Actions available on brands are:

  • Edit
  • Delete

Brands are registered into the system using the brand modal.

Variant attributes

Users can make use of the features provided in this sub-module to register variant attributes in the system to create product variants.

The columns provided in the variant attributes list are as follows:

  • Name
  • The variations chips

Actions available on variant attributes are:

  • Edit
  • Delete

Variant attributes are registered into the system using the variant attributes modal.

Units

Users can make use of the features provided in this sub-module to add units for measurement purposes later.

The columns provided in the units list are as follows:

  • Name
  • Status

Actions available on units are:

  • Edit
  • Activate/De-activate
  • Delete

Units are registered into the system using the units modal.

Inventory

Stock

Users can make use of the features provided in this sub-module to view, adjust and add lots into the system

The columns provided in the stock list are as follows:

  • Names of the products in stock (along with a thumbnail)
  • Quantity
  • Branch/Warehouse name
  • Average purchase price
  • Selling price
  • Brand
  • Category

Actions available on stocks are:

Stocks are added to the system by adding lots

Stock overview

This page provides the user with the stock details of the respective product.

The pieces of stock information the user is exposed to are as follows:

  • Store
  • Stock quantity
  • Last update

Actions available on available product stocks are:

  • Request for internal transfer (opens the internal transfer modal)
Add lot

This form is used to enter the product lots into the system inventory

The required form fields are:

  • Supplier
  • Purchase status
Manage lot

Users can make use of the features provided in this sub-module to regulate the lot added in the system

The columns provided in the lot list are as follows:

  • The added date
  • Branch/Warehouse name
  • Lot reference number
  • Supplier
  • Total unit
  • Lot status

Actions available on lots are:

  • View
  • Delete

Lots are added to the system by filling the add lot form

Stock adjustment

Users can make use of the features provided in this sub-module to adjust the stock quantities present in the system inventory

The columns provided in the stock adjustment list are as follows:

  • The date of the adjustment
  • Reference no
  • Branch/Warehouse name
  • Created by
  • The adjusted quantity

Actions available on stock adjustments are:

  • Delete

Stocks adjustments are added to the system by using the stock modal.

Import stock

Users can upload existing csv file to bulk add stock data into the system

Internal transfer

Users can make use of the features provided in this sub-module to transfer stock across registered branches and/or warehouses.

The columns provided in the internal transfer list are as follows:

  • Transfer date
  • Quantity
  • Reference number
  • Warehouse/store from
  • Warehouse/store to
  • Status

Actions available on internal transfers are:

  • Edit
  • Activate/De-activate
  • Delete

Internal transfers are added to the system by using the internal transfer modal.

POS

Sales view

The application POS menu

Users (namely the cashier) can make use of the features provided in this sub-module to make sales and create invoices

Actions available on the sales view section are:

  • Making payment
  • Printing invoices before and after the payment
  • Holding orders
Returns

Users can make use of the features provided in this sub-module to manage sale returns

The columns provided in the return list are as follows:

  • Invoice number
  • Branch/Warehouse names
  • Reference number
  • Biller
  • Return type
  • Customer
  • Total paid

Actions available on returns are:

  • View

Returns are added into the system using the return modal.

Invoice

Users can make use of the features provided in this sub-module to view and print sales and invoices respectively.

The columns provided in the invoice list are as follows:

  • Invoice number
  • Branch/Warehouse names
  • Biller
  • Customer
  • Paid amount
  • Due amount
  • Sub-total
  • Status

Actions available on returns are:

  • View

Invoices are added into the system from the POS menu the return modal.

Invoice details can be viewed and printed from the read-only invoice modal

Expense

Expenses

Users can make use of the features provided in this sub-module to register company expenses registered in the system.

The columns provided in the group list are as follows:

  • Name
  • Area of expense
  • Branch/Warehouse
  • Amount
  • Expense date
  • Description
  • Attachments

Actions available on expenses are:

  • Edit
  • Delete

Expenses are registered into the system using the expense modal.

Area of expense

Users can make use of the features provided in this sub-module to register area of expenses to group with expenses later.

The columns provided in the expense area list are as follows:

  • Name
  • Description
  • Amount
  • Add to report

Actions available on expense areas are:

  • Edit
  • Delete

Expense areas are registered into the system using the expense area modal.

Contacts

Customers

Users can make use of the features provided in this sub-module to register customers into the system

The columns provided in the customers list are as follows:

  • Image
  • Name (clicking it will take the user to the customer detailspage)
  • Emails
  • Phone numbers

Actions available on customers are:

  • Edit
  • Delete

Customers are registered into the system using the customers modal.

Customer details

This page gives a detailed preview of the customer

The information tabs provided in the details page are as follows:

  • Personal Info
  • Address
  • Order list
Customer groups

Users can make use of the features provided in this sub-module to register distinct customer groups into the system to associate with customer later.

The columns provided in the customer group list are as follows:

  • Name
  • Default status

Actions available on customers are:

  • Edit
  • Delete

Customer groups are registered into the system using the customer group modal.

Suppliers

Users can make use of the features provided in this sub-module to register suppliers into the system

The columns provided in the supplier list are as follows:

  • Image
  • Name (clicking it will take the user to the supplier detailspage)
  • Phone numbers
  • Emails
  • Address
  • Status

Actions available on suppliers are:

  • Edit
  • Delete

Suppliers are registered into the system using the suppliers modal.

Supplier details

This page gives a detailed preview of the supplier

The information tabs provided in the details page are as follows:

  • Personal Info
  • Address

Reports

The following are the reports of various aspects of the business

Sales report

Cash counter

Sales return report

Top selling products

Lot report

Product stock report

Branch/warehouse

Profit loss

User report

Expense report

Supplier report

Customer report

User & Roles

The admin user can make use of the features provided in this sub-module to register other users with distinct roles according to their responsibilities in the company

Actions available on users are:

  • Edit
  • Delete
  • Activate/De-activate (Only for non-admin users)
  • Manage roles

Actions available on roles are:

  • Edit
  • Delete
  • Manage users

User are registered into the system using the invite users modal.

Roles are managed into the system using the roles modal.

App settings

Tax management

Users can make use of the features provided in this sub-module to manage tax details throughout the system.

The columns provided in the tax list are as follows:

  • Name
  • Type
  • Percentage
  • Group by
  • Default status

Actions available on taxes are:

  • Edit
  • Make default
  • Delete

Taxes are registered into the system using the tax modal.

Branch & Warehouses

Users can make use of the features provided in this sub-module to register company branches and warehouses

The columns provided in the branch and warehouse list are as follows:

  • Name
  • Type
  • Manager
  • Location
  • Default status

Actions available on branches warehouses are:

  • Edit

Branches and/or warehouses are registered into the system using their respective modals.

Discount

Users can make use of the features provided in this sub-module to register product discounts in the system.

The columns provided in the discount list are as follows:

  • Discount name
  • Discount type
  • Type
  • Amount
  • Total products
  • Start at
  • End at
  • Note
  • Status

Actions available on discounts are:

  • Edit
  • Activate/De-activate
  • Delete

Discounts are registered into the system using the discount modal.

POS Settings

Users provided with options to customize the application POS behaviour to fit their needs in this settings page.

The user can customize:

  • Payment methods
  • The invoice template
  • Sales invoice setup
  • Return invoice setup
  • Counter
Payment methods

Users can make use of the features provided in this sub-module to register payments methods in the system.

The columns provided in the discount list are as follows:

  • Name
  • Status
  • Created by
  • Default
  • Available to client
  • Rounded to

Actions available on payment methods are:

  • Edit

Payment methods are registered into the system using the payment method modal.

Invoice templates

Users can make use of the features provided in this sub-module to register invoice templates in the system.

The columns provided in the discount list are as follows:

  • Name
  • Type
  • Default status

Actions available on invoice templates are:

  • Edit

Invoice templates are registered into the system using the invoice template modal.

Sale invoice setup

Users can make use of the features provided in this sub-module to configure the sale invoice format.

Return invoice setup

Users can make use of the features provided in this sub-module to configure the return invoice format.

Cash counters

Users can make use of the features provided in this sub-module to create cash counters in the system.

The columns provided in the cash counter list are as follows:

  • Name
  • Branch
  • Created by
  • Status

Actions available on cash counters are:

  • Delete
  • Edit

Cash counters are registered into the system using the cash counter modal.