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 #
- Log in to the system.
- Navigate to the Dashboard from the main menu.
- 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 #
- Access the POS Sale module from the main menu.
- Scan or enter product details.
- Process the transaction and select the payment method.
- 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 #
- Go to the Warehouses section.
- Add a new warehouse by clicking the ‘Add Warehouse’ button.
- 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 #
- Navigate to the Products module.
- Add new products by filling in the necessary details.
- 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 #
- Go to the Supplier module.
- Add a new supplier by entering their details.
- 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 #
- Navigate to the Customer module.
- Add new customer profiles with their contact details.
- 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 #
- Access the Accounts module.
- Create and manage invoices for sales and purchases.
- 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 #
- Go to the Reports section.
- Select the type of report you want to generate.
- 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 #
- Navigate to the Settings module.
- Configure user roles and permissions.
- Adjust system settings to match your operational needs.