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• Customers & CRM

  Tracking leads in the CRM pipeline

  The pipeline shows every sales opportunity and what stage it has reached. 1. Go to CRM > Pipeline > Leads and add a lead with the contact's details and the expe...

• Customers & CRM

  Adding customers, routes and categories

  Customer records let you sell on credit, send e-bills and see purchase history. 1. Go to Sales / POS > Customers > Add Customer (or CRM > People > Add Customer)...

• Purchasing & Suppliers

  Paying supplier dues

  When you don't pay the full amount on a GRN, the balance appears as a supplier due. 1. Go to Inventory > GRN > GRN Due Payments. 2. Find the supplier or GRN. 3....

• Purchasing & Suppliers

  Receiving goods with a GRN

  A goods received note (GRN) adds delivered stock to a store and records what you owe the supplier. 1. Go to Inventory > GRN > Add GRN, or generate it from an Ac...

• Purchasing & Suppliers

  Creating a purchase order

  A purchase order (PO) tells your supplier exactly what you want to buy. 1. Go to Inventory > Purchase Orders > Create PO. 2. Choose the supplier and the store t...

• Purchasing & Suppliers

  Adding suppliers

  Supplier records keep your purchase orders, GRNs and payables organised. 1. Go to Inventory > Suppliers > Add Supplier. 2. Enter the supplier's name, contact pe...

• Inventory

  Understanding low, max and unused stock

  These lists help you reorder on time and spot money tied up in slow stock. Inventory > Stock > Low Stock lists products at or below their Re-order Level. Use it...

• Inventory

  Stock adjustments and stock takes

  Keep system stock matching the shelf by counting regularly and correcting differences. 1. Go to Inventory > Stock > Stock Adjustment. 2. Filter by Category, Bra...

• Sales & POS

  Sales orders from order to invoice

  Sales orders record goods a customer has ordered, optionally with an advance payment, before you deliver and invoice them. 1. Go to Sales / POS > Sales Orders >...

• Sales & POS

  Creating and sharing a quotation

  Send customers a professional price quote before they commit to buying. 1. Go to Sales / POS > Quotation > Create Quotation. 2. Choose the customer and add the...

• Sales & POS

  Returning or cancelling an invoice

  Use a return when the customer brings items back. Use a cancel when the whole invoice was a mistake. 1. Go to Sales / POS > Invoice > Invoice History and find t...

• Sales & POS

  Taking card, cheque and split payments

  Every sale can be paid by cash, card, cheque, gift voucher or a return credit, or by a mix of these. 1. At checkout on the POS terminal, choose the Payment Type...