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POS Multi Store Stock & Report Management Software

Getting Started

Installing

[Troubleshooting ERROR] Invalid license

[UPDATE GUIDE] POS

Applying Patch

Enabling HTTPS or SSL for pos

Setup Your Business Details

Disabling Registration in POS

Removing /public from URL

Transfer Data To New Domain & Changing Hosting (Migration)

Business Management

Registering Your Business in POS

Setting Business Multiple Locations or Ware House or Storefronts

User Management

Adding User & assigning location to a user

Role Management

Using Commission Agent feature

Adding Super Admin user

Contact Management

Customer & Supplier Ledger

Adding opening balance & payment

Contacts Management (Supplier & Customers)

Customer Groups

Products

Products Management

Import Products

Delete Product

Variations

Product Units

Product Category (Categorizing products)

Product expiry and related settings.

Lot Number

Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)

Product Warranty

Printing Labels

Duplicate Product

Correcting product stock mis-match or incorrect stock in different reports

Bulk Edit Products

Rack, Row & Position Of Product

Purchases

Purchase Management

Purchase Payments

Stock Transfer

Sales / Sell

Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Featured Products in POS screen

Using Ultimate POS for Selling of Services

Sales Return

Sales Subscriptions

Cash Register

Invoice Layout

Gift Receipt

Invoice External URL

Configuring keyboard shortcuts for POS screen

Discounts by Brand, Category, Location

Reward Points, Royalty points

Types of Service

Shipments, Home Delivery or parcel management

Tax Settings

Tax Rates, Tax Groups & Disabling tax

Setting Ultimate POS for Indian Users or other Country with GST support.

Inline tax & invoice tax

Payment Accounts

Enabling & Using Payment Account Or Bank Account

Setting Default Payment Accounts For Payment Methods

Adding Expenses, Adding Expenses For An Employee Or Customer Or Supplier

What Is Stock Adjustment? And How To Use It?

Reports

Enabling Backups (Backup in Server, AWS S3 & DropBox)

Notifications

Notifications Settings [Email & SMS configuration]

Setting up Email/SMTP For Forgot Password & Other Email Notifications.

Enable or Disable Auto Sending of notifications

Browser/Desktop notification using pusher

Settings

How to Search in Settings?

Business Settings

Setting Invoice Scheme

Setting default Language, Changing Language preference and Adding/Editing Translations

Adding A New Barcode Settings

Changing the custom fields labels

Hardware Support

Barcode Scanner

Label Weighing Scale

How To Setup Printer To Open Cash Drawer Automatically?

Setting Up A Thermal Printer For Receipt Printing

Technical

Error: Processing: Datatable not loading

Error while entering more than 70 item: “Undefined index : ” Problem when submitting a form

overriding, modifying or changing any view file (custom views)

Different files path

Document upload file types restriction

Setting up Cron Jobs or scheduler

Others

Graph/Chart not displaying

Increasing/Decreasing upload documents & images size limit

Logo or Image not Getting displayed

Tips & Tricks For Using POS Effectively

White Labeling & Rebranding POS

Decimal Precision for Currency & Quantity

Adding Fav icon, Login & Registration Page Background Image

Adding/Modifying Currency In POS

Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Adding & Editing Payment Method or Pay Via options.

Addons / Modules

Manage Modules (Install / Uninstall / Delete / Update Modules)

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FAQ’s, Common Issues & Errors.

[ADDON] CRM module for POS

Last updated

CRM Module for POS

CRM stands for Customer Relationship management

Features:

  1. Schedules
  2. Leads
  3. Campaigns
  4. Contact Login

Installation Steps:

Follow the steps as given in Module Management installation

Update Steps:

Follow the steps as given in Module Management Updating

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