Help Center
Help Center
Guides, how-tos and answers for Visiro POS, ERP and services.
Popular articles
Question
How to reset a user passwordCompany admins can reset a staff member's password. 1. Go to Company Settings > People And Access > Users > Active Users. 2. Open the user's actions menu and ch...
Inventory
Adding a productEvery item you buy or sell needs a product record with its prices and stock rules. Create the category, brand and measurement you need under Inventory > Product...
Finance & Accounts
Bank book and bank reconciliationKeep your bank balance in Visiro matching your bank statement. Add each bank account in Finance > Accounts > Bank Accounts. Deposits, withdrawals and cheques th...
Inventory
Moving stock between storesUse a store change whenever goods physically move from one store to another. 1. Go to Inventory > Store Change > Store Change. 2. Choose the From store and the...
Inventory
Entering opening stockOpening stock records what you already had on the shelf when you started using Visiro. 1. Go to Inventory > Opening Stock > Opening Stock. 2. Choose the store....
Sales & POS
Making a sale at the POS terminalThe POS terminal is the fastest way to sell over the counter. You need the Invoice - Create permission, products with stock, and (if your company uses them) an...
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Training
Booking a training sessionWe offer free online onboarding sessions for new companies. Raise a Training request with your preferred dates and the modules you want to cover (POS, Inventory...
Billing
Renewing or upgrading your packageOpen Settings > My Profile > Billing to see your current plan and renewal amount. Choose Renew package to pay online. For bank transfers, send the slip through...
Industry Modules
Managing salon bookingsThe Salon module handles appointments, stylists and client history. 1. Add your services and prices in Salon > Services Menu. 2. Set each stylist's working hour...
Industry Modules
Using the Rental front deskThe Rental module tracks items you hire out, from booking to return. 1. Create categories in Rental > Catalog > Categories. 2. Add each rentable item in Rental...
Industry Modules
Getting started with WorkshopThe Workshop module runs vehicle service and repair jobs from booking to gate-out. 1. Book the customer in Workshop > Appointments, or start straight away with...
Company Settings & Users
Setting up SMS, email and e-billsSend invoices and reminders to customers by SMS and email instead of paper. 1. Go to Company Settings > Communications > E-Bill / Messaging. 2. In SMS Credentia...