The daily-open screen — today's sales count and revenue, product/stock counts at a glance, a 30-day sales trend, top sellers, and the most recent invoices.

• Low Stock Items flags anything under its reorder threshold before it runs out.
• Outstanding Receivables totals unpaid/partial invoices in one figure.
• Chart and Recent Sales update from real transaction data, not a snapshot.

A quick morning check

1. Glance at Low Stock Items and Outstanding Receivables first — these are the two numbers that need action.
2. Scroll the Sales Trend chart for anything unusual — a gap usually means the terminal wasn't used that day.
3. Check Recent Sales for anything still Unpaid that should have been settled.

walkthrough — Dashboard

The counter screen for ringing up a sale: search or scan a product, adjust quantities, apply a discount and tax, take payment, and print or email the receipt.

• A handheld USB/Bluetooth scanner works too — it just types into the search box and hits Enter.
• An optional confirmation sound plays on a successful scan (toggle in Settings).

12345

• 1Scan — Opens the camera barcode scanner to add a product by scanning instead of searching.
• 2Held Sales — Reopens a cart you parked earlier so you can resume it.
• 3+ New — Quick-adds a new customer without leaving the sale.
• 4Continue — Moves to payment once the cart isn't empty.
• 5Hold — Parks the current cart to finish later, freeing the terminal for another customer.

How to complete a sale

1. Add products to the cart — type into the search box, tap a product tile, or click Scan to use the camera.
2. Adjust quantity, discount, or tax on the cart if this sale needs it.
3. Attach a customer under Bill To, or leave it as Walk-in Customer.
4. Click Continue to move to payment.
5. Choose a payment method, enter the amount tendered, and confirm.
6. Print the receipt, or close out — the sale now appears under Invoices.

walkthrough — POS Terminal

The product catalog — SKU, barcode, category, brand, cost/selling price, stock quantity, and optional expiration tracking for perishable items.

• Deleting a product is a soft delete — it disappears from lists but stays linked to any past sale that already references it.

12

• 1+ Add Product — Opens the new-product form.
• 2Search — Filters by name, SKU, or barcode as you type.

How to add a product

1. Click + Add Product.
2. Fill in name, category, and brand — categories/brands can be created on the fly from their own dropdowns.
3. Set cost price and selling price, and an opening stock quantity.
4. Fill in the barcode by typing it or scanning it, if the product has one.
5. Click Save Product.

walkthrough — Products

A stock-level view across every product, with quick filters for what needs attention — expiring soon, or below its reorder threshold.

• Every stock movement (sale, purchase, adjustment, return) is logged and traceable back to its source.

12

• 1Expiring — Filters to products nearing their expiration date.
• 2Alert — Filters to products at or under their reorder threshold.

How to work through a restock list

1. Click Alert to filter down to products at or below their reorder threshold.
2. Cross-check against Suppliers for who to order from.
3. Log a Purchase for what needs restocking.
4. Once it arrives, mark that purchase Received — stock updates here automatically.

walkthrough — Inventory

The customer directory, searchable from here or straight out of the POS "Bill To" field when a sale needs a name attached to it.

1

• 1+ Add Customer — Opens the new-customer form.

How to add a customer

1. Click + Add Customer.
2. Fill in name and contact details — only the name is required.
3. Save. It's now searchable from here and from the POS.

walkthrough — Customers

The supplier directory used when logging a purchase order — who you buy from, and their contact details.

1

• 1+ Add New Supplier — Opens the new-supplier form.

How to add a supplier

1. Click + Add New Supplier.
2. Fill in name and contact details.
3. Save. It's now available when raising a Purchase.

walkthrough — Suppliers

Price quotes for a customer before they commit — draft, send, and track status through to accepted, rejected, or expired. An accepted quote converts straight into an invoice.

12

• 1New Quote — Starts a new price quote for a customer.
• 2Export PDF — Opens a preview of the whole filtered list as a PDF, with a Download button.

How to quote and convert a sale

1. Click New Quote, pick a customer, and add line items.
2. Save it as Draft, then mark it Sent once it's gone to the customer.
3. When they agree, mark it Accepted.
4. Open the quote and click Convert to Sale — this creates the invoice and decrements stock.

walkthrough — Quotations

Every completed sale, with payment status (Paid / Partial / Unpaid) at a glance and a running balance due.

• A cashier's own login only sees their own sales; managers and admins see everyone's.

12

• 1Export PDF — Previews the filtered invoice list as a PDF before downloading.
• 2This Month — Filters the list to the current calendar month.

How to find and export invoices

1. Search by invoice number, customer, or status, or filter to This Month.
2. Click any row to open that invoice.
3. Click Export PDF to preview and download the whole filtered list.

walkthrough — Invoices

Refunds and exchanges against a past invoice — full or partial, with the reason on record and stock put back automatically.

1

• 1New Return — Starts a refund/exchange against a past invoice.

How to process a return

1. Click New Return, or Convert to Return from the invoice itself.
2. Pick which line items and quantities are being returned, and why.
3. Save — stock is put back and the invoice's balance updates automatically.

walkthrough — Returns

A ledger of every payment received against an invoice, across every payment method configured in Settings, with who recorded it.

Where entries here come from

1. Payments aren't created from this page directly.
2. Open the relevant Invoice, record a payment there, and it appears here automatically.

walkthrough — Payments

Purchase orders raised against a supplier — items, cost, and receiving status. Marking a purchase received restocks the products on it.

1

• 1New Purchase — Raises a new purchase order against a supplier.

How to raise and receive a purchase

1. Click New Purchase, pick a supplier, and add items with their cost.
2. Save it as Pending.
3. When the order arrives, open it and mark it Received — stock restocks automatically.

walkthrough — Purchases

Day-to-day business costs outside of stock purchases — rent, utilities, wages — categorized and dated for the reports below.

1

• 1+ Add Expense — Logs a new business expense.

How to log an expense

1. Click + Add Expense.
2. Pick a category, amount, and date — categories can be created on the fly.
3. Save. It now counts toward Reports.

walkthrough — Expenses

Sales, inventory, and financial reporting in one place — including Profit & Loss, Balance Sheet, and Cash Flow — filterable by date range.

• A dedicated "Sales by Seller" breakdown credits each transaction to the cashier who rang it up.

12

• 1Export PDF — Branded PDF export of the current report.
• 2Export Excel — Spreadsheet export of the current report, styled with your brand color.

How to pull a report

1. Pick a report type and a date range.
2. Review it on screen first.
3. Click Export PDF for a branded printout, or Export Excel for a spreadsheet.

walkthrough — Reports

Everyone with a login to this company — name, email, assigned role, and active/inactive status.

• Deactivating a user blocks their login immediately without deleting their history.

1

• 1+ Add User — Creates a new login for this company, with a role assigned.

How to add a user

1. Click + Add User.
2. Fill in their name, email, and a temporary password.
3. Assign a role — this controls exactly what they can see and do.
4. Save. They can sign in immediately.

walkthrough — User Management

What each role is allowed to touch — a checklist of permissions (POS, Products, Reports, Settings, and so on) per role. The Admin role itself can't be renamed or deleted.

How to change what a role can do

1. Pick the role to edit.
2. Check or uncheck permissions for it.
3. Save — every user with that role is affected the next time they load a page.

walkthrough — Roles & Permissions

An audit trail of who did what and when — logins, records created/edited/deleted, settings changes — each entry stamped with the acting user and IP address.

How to investigate something

1. Filter by user or date range if you're chasing something specific.
2. Read the Action and Details columns for exactly what changed.
3. Cross-check the IP address if a login looks unfamiliar.

walkthrough — Activity Logs

Company identity and logo, contact details, currency and tax preferences, receipt wording, payment methods, theme, and the account-level "Danger Zone."

• Danger Zone (Admin only) permanently wipes this company's business data back to a clean slate, keeping only Admin users.

12

• 1Dark — Switches the whole app to dark mode — saved as a per-browser preference.
• 2Wipe All Company Data — Admin-only. Permanently clears business data, keeping only Admin users — requires your password to confirm.

Settings in dark mode

How to switch to dark mode

1. Scroll to the Theme card.
2. Click Dark — the whole app switches immediately and stays that way on this browser.

walkthrough — Settings

Every company running on this installation, with quick status (Trial / Active / Suspended / Expired) and per-company actions — opens in card view by default.

123

• 1+ New Company — Creates a company directly (skips the self-service request queue) and provisions its first Admin login.
• 2Cards / Table — Switches the company list between a card grid and a dense table — Cards is the default.
• 3Backup — Triggers an on-demand backup for that one company.

How to create a company directly

1. Click + New Company.
2. Fill in the company's details and its first Admin's name/email/password.
3. Optionally check "Seed a sample product catalog" for a ready-made demo.
4. Save — the company and its Admin login exist immediately.

walkthrough — Company Management

A single company's own page: its users, recent backups, and two admin-only tools — an on-demand backup, and seeding a fresh sample product catalog by business type.

1234

• 1Backup Now — Exports this company's data as a downloadable .sql snapshot.
• 2Seed Sample Data — Replaces this company's product catalog with a fresh sample set for a chosen business type — destructive, password-free but confirmation-gated.
• 3Suspend — Blocks every user at this company from logging in without deleting anything.
• 4+ Add User — Creates another login for this company from the Super Admin side.

How to seed sample data for a company

1. Click Seed Sample Data.
2. Pick a business type from the dropdown.
3. Read the warning — this replaces the company's existing products — then confirm.

walkthrough — Company Detail

Self-service company signups awaiting review — approve to provision the company immediately (optionally with a sample catalog, if the requester asked for one), or reject with a reason.

12

• 1Approve — Provisions the company immediately using the details the requester submitted.
• 2Reject — Declines the request; an optional reason is emailed to the requester.

How to review a request

1. Read the requested company/business type/admin details.
2. Click Approve to provision it immediately, or Reject and optionally give a reason — either way the requester gets an email.

walkthrough — Signup Requests

Whole-installation backups covering every company at once — separate from each company's own per-company backup under Company Detail.

12

• 1+ Create Full Backup — Exports every company plus the landlord registry into one file.
• 2Restore Full System — Wipes and replaces every table in both databases from an uploaded backup file — typed confirmation required, and a safety backup is taken automatically first.

How to restore from a backup

1. Click Restore Full System.
2. Choose the .sql backup file to restore from.
3. Type RESTORE ALL DATA exactly to confirm — a fresh safety backup is taken automatically first.

walkthrough — System Backups