Customer Advanced Search

1. The system offers different views. The 3 icons in the top right are Kanban (Thumbnail) view, List view and Form view. Choose between Kanban view and list view depending on your preference.

2. Click the down arrow in the Search field to display the filter options. When you start typing in the search field, a dropdown list of search results will start appearing.

3. Click "Advanced Search" for more options. The dropdown list will display all the possible options available for a Customer.

4. The search options are applicable to all other objects.

Creating a Product (service)

1. Click on "Sales" in the top menu, then click on "Products". Click the "Create" button to create a new product.

2. Enter the name of the service, and select "Service" under "Product Type". This will display an additional field "Service Duration". Enter "Service Duration" in hours. For example, enter 1.5 for a service that lasts 1 and a half hours. Enter "Sale price" to set the selling price of that service.

3. Select the "Accounting" tab to select the category and set taxes. Select or create a new tax option to automatically set taxes to this service whenever a sale is made.

4. Setting a product category for the service allows you to have more detailed reports. Select a category from the dropdown list or create a new category.

Configuring a new POS

1. You start with a default POS. But you can have different configurations for different staff. You also have to create more POS if you are using more than 1 terminal to process sales and payments. To create a new POS, click on "Point of Sales" in the top menu, then click "Point of Sale" under "Configuration".

2. Enter the name, and add a payment method. Examples of payment methods are "Cash", "Cheque" and "Credit Card".

Creating POS Product Categories

1. Creating POS product categories allow you to organize items on the POS screen. To create a POS category, click on "Pos Categories" under "Products". It should be noted that POS categories are not linked to product categories.

2. Create a new category by entering the name, sequence and photo. If you want to create subcategories, select a parent category.

3. Categories with a lower sequence number will appear at the leftmost.

4. Products have to be assigned to the newly created POS category. Click on the "Edit" button on the product info screen, then choose the "Sales" tab. Select the appropriate Point of Sale category.