Overview

Dashboard #

The Dashboard module provides an overview of the entire inventory system, displaying key metrics and analytics.

Features #

  • Summary View: Displays total inventory value, sales, and purchase statistics.
  • Real-time Data: Real-time updates on inventory levels and sales.
  • Graphs & Charts: Visual representation of inventory data for quick insights.
  • Notifications: Alerts for low stock, pending orders, and system updates.

Usage #

  1. Log in to the system.
  2. Navigate to the Dashboard from the main menu.
  3. Customize the dashboard widgets as per your preference using the settings icon.

POS Sale #

The POS Sale module is used to manage and process sales transactions.

Features #

  • Transaction Processing: Handle sales transactions with ease.
  • Barcode Scanning: Support for barcode scanners to speed up the checkout process.
  • Receipt Printing: Print receipts for customers after each transaction.
  • Customer Management: Manage customer information and track purchase history.

Usage #

  1. Access the POS Sale module from the main menu.
  2. Scan or enter product details.
  3. Process the transaction and select the payment method.
  4. Print the receipt and provide it to the customer.

Warehouses #

The Warehouses module allows users to manage multiple storage locations.

Features #

  • Warehouse Creation: Add and manage multiple warehouses.
  • Stock Management: Track stock levels across different warehouses.
  • Transfers: Transfer stock between warehouses.

Usage #

  1. Go to the Warehouses section.
  2. Add a new warehouse by clicking the ‘Add Warehouse’ button.
  3. View and manage the stock levels within each warehouse.

Products #

The Products module is central to managing the inventory items.

Features #

  • Product Catalog: Maintain a comprehensive list of all products.
  • Details Management: Store detailed information like SKU, description, price, and category.
  • Stock Levels: Monitor and update stock levels for each product.

Usage #

  1. Navigate to the Products module.
  2. Add new products by filling in the necessary details.
  3. Edit existing product details as needed.

Supplier #

The Supplier module manages supplier information and purchase orders.

Features #

  • Supplier Directory: Maintain a list of all suppliers.
  • Purchase Orders: Create and manage purchase orders.
  • Supplier Ratings: Rate and review supplier performance.

Usage #

  1. Go to the Supplier module.
  2. Add a new supplier by entering their details.
  3. Create purchase orders and link them to the respective suppliers.

Customer #

The Customer module helps in managing customer data and their interactions.

Features #

  • Customer Profiles: Store customer information and purchase history.
  • Loyalty Programs: Manage customer loyalty programs and rewards.
  • Communication: Send notifications and promotional emails to customers.

Usage #

  1. Navigate to the Customer module.
  2. Add new customer profiles with their contact details.
  3. View and manage customer interactions and transactions.

Accounts #

The Accounts module deals with financial transactions and accounting.

Features #

  • Invoicing: Generate and manage invoices.
  • Payments: Record and track payments.
  • Financial Reports: Generate financial statements and reports.

Usage #

  1. Access the Accounts module.
  2. Create and manage invoices for sales and purchases.
  3. Track payments and update the financial records.

Reports #

The Reports module provides detailed analytics and reports on various aspects of the inventory system.

Features #

  • Sales Reports: Detailed sales analysis over different periods.
  • Stock Reports: Insights into stock levels and movement.
  • Financial Reports: Comprehensive financial statements.

Usage #

  1. Go to the Reports section.
  2. Select the type of report you want to generate.
  3. Customize the report parameters and generate the report.

Settings #

The Settings module allows for system configuration and customization.

Features #

  • User Management: Add and manage system users and their roles.
  • System Configuration: Customize system settings and preferences.
  • Integrations: Manage integrations with third-party services.

Usage #

  1. Navigate to the Settings module.
  2. Configure user roles and permissions.
  3. Adjust system settings to match your operational needs.
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Updated on June 30, 2024