Help Center
Help Center
Guides, how-tos and answers for Visiro POS, ERP and services.
Popular articles
Question
How to reset a user password
Company 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 product
Every 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 reconciliation
Keep 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 stores
Use 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 stock
Opening 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 terminal
The 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 session
We 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 package
Open 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 bookings
The 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 desk
The 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 Workshop
The 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-bills
Send 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...
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