Help Center

Customers & CRM

Tracking leads in the CRM pipeline

The pipeline shows every sales opportunity and what stage it has reached. 1. Go to CRM > Pipeline > Leads and add a lead with the contact's details and the expe...

Customers & CRM

Adding customers, routes and categories

Customer records let you sell on credit, send e-bills and see purchase history. 1. Go to Sales / POS > Customers > Add Customer (or CRM > People > Add Customer)...

Purchasing & Suppliers

Paying supplier dues

When you don't pay the full amount on a GRN, the balance appears as a supplier due. 1. Go to Inventory > GRN > GRN Due Payments. 2. Find the supplier or GRN. 3....

Purchasing & Suppliers

Receiving goods with a GRN

A goods received note (GRN) adds delivered stock to a store and records what you owe the supplier. 1. Go to Inventory > GRN > Add GRN, or generate it from an Ac...

Purchasing & Suppliers

Creating a purchase order

A purchase order (PO) tells your supplier exactly what you want to buy. 1. Go to Inventory > Purchase Orders > Create PO. 2. Choose the supplier and the store t...

Purchasing & Suppliers

Adding suppliers

Supplier records keep your purchase orders, GRNs and payables organised. 1. Go to Inventory > Suppliers > Add Supplier. 2. Enter the supplier's name, contact pe...

Inventory

Understanding low, max and unused stock

These lists help you reorder on time and spot money tied up in slow stock. Inventory > Stock > Low Stock lists products at or below their Re-order Level. Use it...

Inventory

Stock adjustments and stock takes

Keep system stock matching the shelf by counting regularly and correcting differences. 1. Go to Inventory > Stock > Stock Adjustment. 2. Filter by Category, Bra...

Sales & POS

Sales orders from order to invoice

Sales orders record goods a customer has ordered, optionally with an advance payment, before you deliver and invoice them. 1. Go to Sales / POS > Sales Orders >...

Sales & POS

Creating and sharing a quotation

Send customers a professional price quote before they commit to buying. 1. Go to Sales / POS > Quotation > Create Quotation. 2. Choose the customer and add the...

Sales & POS

Returning or cancelling an invoice

Use a return when the customer brings items back. Use a cancel when the whole invoice was a mistake. 1. Go to Sales / POS > Invoice > Invoice History and find t...

Sales & POS

Taking card, cheque and split payments

Every sale can be paid by cash, card, cheque, gift voucher or a return credit, or by a mix of these. 1. At checkout on the POS terminal, choose the Payment Type...