Core Features & How to Use Them

1.1 Sales Management

Creating a Sale Order

1. Go to Sales → New Sale Order.

2. Select the customer from the list or add a new one.

3. Choose the products to sell.

4. Enter quantity, price, and discount (if applicable).

5. Click Pay to finalize the sale.

Tracking Sales

• View all sales under Sales Orders.

• Statuses include:

  • Received – Order completed and payment received.

  • Partial – Some items delivered, others pending.

  • Pending – Order placed but not yet processed.

  • Ordered – Items requested but awaiting fulfillment.

  • Cancelled – Order voided by the user.

Processing Sale Returns

• Navigate to Sales Returns.

• Select the sale order to return.

• Choose the items and quantity to return.

• Confirm the return and update inventory.

1.2 Purchase Management

Creating a Purchase Order

1. Navigate to Purchases → New Purchase Order.

2. Select the supplier from the list or add a new one.

3. Choose the items to purchase.

4. Enter quantity, cost, and expected delivery date.

5. Click Save to process the order.

Tracking Purchases

• View all purchase orders under Purchase Orders.

• Monitor order statuses for better inventory planning.

Processing Purchase Returns

• Navigate to Purchase Returns.

• Select the purchase order to return.

• Choose the items and quantity to return.

• Confirm the return .

1.3 Inventory Management

Adding New Products

1. Go to Inventory → Add Product.

2. Enter product name, code, category, and stock quantity.

3. Set selling price and purchase cost.

4. Click Save to update inventory.

Stock Tracking

• Monitor stock levels in Inventory Reports.

• Adjust stock manually if needed.

• View top-selling products and their earnings.

Handling Stock Adjustments

• Navigate to Inventory Adjustments.

• Select the product to adjust.

• Enter the new stock quantity.

• Provide a reason for adjustment (e.g., damaged goods, stock correction).

• Click Update to finalize changes.

1.4 Customer & Supplier Management

Adding a Customer

1. Navigate to People → Customers → Add New Customer.

2. Enter name, contact details, and address.

3. Click Save.

Managing Customer Accounts

• View customer purchase history.

• Track outstanding payments.

Adding a Supplier

1. Go to People → Suppliers → Add New Supplier.

2. Enter supplier name, contact details, and products supplied.

3. Click Save.

Managing Supplier Accounts

• View supplier transaction history.

• Track pending purchase orders.

• Manage supplier payments.