CRM Management | Knowledge Base

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Business Management

1

Business Settings

User Management

3

Adding User
Add Role
Commission Agent

Contact Management

6

Customer & Supplier
Add Opening Balance & Payment
Add Supplier & Customer
Advance Balance
Opening Balance
Customer Group

Products

16

Add Products
Import Products
Delete Products
Variations
Product Units
Product Category
Product History
Product Expiry & Related Settings
Lot Number
Selling Price Group
Product Warranty
Printing Label
Duplicate Product
Correction Mismatch Product Stock or Incorrect Stock
Bulk Product Edit
Add Opening Stock

Purchase Management

5

Adding Purchase
Purchase Payments
Purchase Order
Adding Gifts & Free Items by Vendor
Purchase Custom Fields

Stock Transfer

1

Stock Transfer

Sell / Sales

18

Sales Order
POS Sales
Tender Change or Change Return
Featured Products in POS Screen
Selling Services on POS Screen
Sales Return
Subscription Sales
Cash Register
Invoice Layout
Displaying QR Code on Invoice
Gift Receipt
Invoice External URL
Configuring Keyboard Shortcuts for POS
Discount by Brand, Category and Location
Reward Points
Types of Service
Display Product Unit Price in POS Suggestion Tooltip
Cash Denomination

Tax Settings

2

Tax Rates, Tax Group & Disabling Tax
GST for Indian Users & other Countries Support GST

Payment Accounts

2

Enabling & Using Payment Account or Bank Account
Setting Default Payment Accounts for Payment Method

Stock Adjustment

1

What is Stock Adjustment & how to use it

Reports

1

Reports

Expense Management

2

Expense Refund
Adding expenses or employee based expense

Notifications

2

Email & SMS Configuration
Enable or Disable Auto Sending of Notification

Settings

8

How to Search in Settings
Business Settings
Invoice Schema
Change Language
Adding New Label or Barcode Settings
Changing Custom Fields Labels
Changing Theme Color
Add & Edit Payment Method or Pay via Options

Hardware Support

3

Barcode Scanner
Label Weighing Scale
Thermal Printer for Receipt Printing

Others

3

Tips & Tricks
Export Feature
Decimal Precision for Currency & Quantity

Restaurant

1

Table, Service Staff, Booking, Modifiers, Kitchen

Release Notes & Version Updates

2

v4.x Release Notes
v5.x Release Notes

Asset Management

1

Asset Management

CRM Management

1

CRM Management

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CRM Management

CRM Management

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CRM Management

Last Updated: December 21, 2022

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