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userguid/ADD PURCHASE.txt

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+ADD PURCHASE
+Table of Contents
+Detail Guide
+Go to � Purchases -> Add Purchases
+
+
+Type Supplier Name or Business name in the Supplier field. If the supplier doesn�t exist you must add them from Contacts -> Suppliers -> Add
+Enter Purchase reference number, Purchase date & Order Status.
+Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations.
+
+Type product name or scan the product barcode number. It will show related matched products, select a product to add it to the purchase list.
+On adding a new product you can enter purchase quantity, purchase price, and tax information.
+To add a discount: Select the discount type (fixed or percentage) and enter the amount. Storemate POS will auto-calculate the amount after discount.
+Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.
+Now Click on Save
+
+more details link : https://help.storemate.cloud/docs/add-purchase/
+
+You can view the list of purchases from Purchases -> List Purchases.
+No matching product found
+This error will be displayed in 3 conditions:.
+
+Reason 1: There are no products matching the name or SKU which you have entered. Check it once in the list of products.
+Reason ii: Check the business location selected in add purchase have that product. So if the business location is Location-1, then in add/edit product the product must be assigned to that location. 
+Reason iii: Make sure the product has Stock-Management ENABLED in Add/edit product. If stock management is not enabled in products then it won�t show in the add/edit purchase.

userguid/ADDING CUSTOMER.txt

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+ADDING CUSTOMER
+Adding Customer
+Goto Contacts -> Customer
+Click on add new contact. Select contact type � Customer
+
+Based on the contact type selected �  it will show the relevant fields. Fill in the relevant details.
+Click on More More Information button to see more field.
+Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
+Customer Group: Read details here.
+Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won�t allow selling on credit.
+Opening Balance: Opening balance of a customer or supplier before you start using UltimatePOS. So if there is any previous balance you can add here.
+link : https://help.storemate.cloud/docs/contact-management-adding-customer/

userguid/ADDING IMPORT PRODUCT.txt

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+ADDING IMPORT PRODUCT
+Table of Contents
+Video Guide
+Detail Guide
+Import Products
+Video Guide
+
+Detail Guide
+Import Products
+First Go to Product > Import Product > Download Template File
+
+import_products_csv_template-5
+DOWNLOAD
+Fill all the information as per the displayed columns name & instructions. Don�t remove the heading from the template file.
+Then go to Import Contact and select the file and submit.
+If there is any error in the excel sheet, the system notification will be displayed as a red massage. Please correct the error and upload the excel sheet back to the system.
+Here you can see if all the data you have provided has entered to the system.
+link : https://help.storemate.cloud/docs/adding-import-product/

userguid/ADDING PRODUCT.txt

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+ADDING PRODUCT
+Adding Product
+Go to – Products > Add Products.
+Provide a Product Name,
+Brand,
+Units,
+Category
+Sub-category
+
+for more details link : https://help.storemate.cloud/docs/adding-product/
+
+SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it. You can also add a Prefix for auto-generated SKU.
+
+Barcode Type: Select a barcode type, default/recommended is C128 option. We recommend changing if only if the product added already have an SKU number for it.
+
+Not For Selling: If a product is maked not-for-selling then it will not be displayed in POS or sales screen. This can be useful when using a manufacturing module to make the ingredients as product not-for-selling also if you want to temporarily disable selling for some products.
+
+Alert Quantity: Alert quantity is used to alert when remaining stocks reaches to this level or below it.
+
+Manage stock: Enable/Disable stock management at a product level. Product stock management is not required for services like Repairing, Hair Cutting, Web Development Printing. For items with Manage Stock Unchecked (disabled), you can sell them in unlimited quantities.  Selling of service using StoreMate
+Business Location: Select the business location(s) where this product can sell or purchased.
+Select an Applicable tax for that product. Adding Tax
+
+
+Product Type:
+Single Product:
+Applicable for products with no variation with them then select single
+When selecting Single product – You will need to enter the Default product price including/excluding tax, Profit Margin % (you can set default profit margin from settings -> Business Settings; this will help to type % every time). Based on the profit margin it will auto calculate selling price excluding of Tax. You can also enter the selling price manually and it will auto adjust the profit margin for you.
+Variable Product:
+
+Applicable to a product having variations (like size or color or design or flavors etc) You can define variation templates from Products -> Variations. The advantage of creating variation is that it saves time to add the same variations multiple time.
+When selecting Variable product – It will display different fields to add all variations and its related Purchase price, Selling Price. You have to select the variations from the dropdown and it will auto-populate the variations for that template. You can change the variable name, Variation values.
+🆕 To give same purchase price or selling price or profit for all variations of a product click on the double tick present in the first variation.
+
+Read more about adding variations
+
+
+
+
+
+
+
+
+
+Combo or Bundle Product
+
+Adding a bundle product
+
+Combo product are also called bundle products.
+It is offering several products as one combined product.
+For example a product “Computer Set” can have: 1 PC Monitor + 1 PC CPU + 1 Pc Keyboard + 1 PC mouse
+So when someone buys Computer set she gets all the products in it.
+Stock of bundled product depends on stock of individual products present in that bundle.
+Example: if you have 5 PC Monitor, 4 PC CPU , 10 pc Keyboard, 50 PC mouse, the stock of Computer set will be 4 PC.
+When the bundle product is sold, stock of all products inside them is automatically deducted.
+Individual products present in bundle product can also be sold separately.
+Bundle products cannot be purchased, only individual products present in it can be purchased.
+Click on Save.
+
+You can edit a product. You can also Copy / Export to CSV, PDF or Excel file.
+
+
+
+
+
+
+
+
+Adding Products with multiple variations:
+If you have products which involve multiple variations like for example a Shirt can have Color & Size variation, then we have multiple ways to work with it:
+Solution 1, Create combined variation: Can a variation with a name “Color-Size” and add values like Red-Small, Red-Medium, Red-Large, etc, this can be used for while adding the Shirt.
+Solution 2, Create multiple Products: Create multiple different products like Shirt-Red, Shirt-Green, Shirt-Blue with size as variations. When you create multiple products you will NOT have to enter the same details multiple times, first, add the Shirt-Red with all size variations of it and then use the Duplicate Product action to copy the data.
+Assigning/remove the location of multiple products at once:
+Go to List Products and refer to this screenshot.
+
+Deactivating & Activating Product:
+Use the select all button and click on the deactivated selected button. Refer to the screenshot.

userguid/ADDING SALE.txt

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+ADDING SALE
+Add Sale
+Please follow these steps to add a new sale.
+First Step : Go to Sell�>Add Sale
+
+See the screen shot below.
+
+Second Step : Product Name �> Quantity & Other Details
+
+Third Step : Add Payment �> Payment Method �> Payment Account �> Save & Print
+more details link : https://help.storemate.cloud/docs/sales-adding-sale/

userguid/ADDING SUPPLIERS.txt

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+ADDING SUPPLIERS
+Adding Supplier
+Goto Contacts -> Suppliers
+Click on add new contact. Select contact type � Supplier
+
+Based on the contact type selected �  it will show the relevant fields. Fill in the relevant details.
+Click on More More Information button to see more field.
+Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
+Contact id � This is optional and if you haven�t id to the supplier, leave blank to auto generate.
+Business Name� This is required and fill it when you select the contact type as supplier or both.
+Opening Balance: Opening balance of a customer or supplier before you start using StoreMate POS. So if there is any previous balance you can add here.
+link : https://help.storemate.cloud/docs/contact-management-adding-suppliers/
+
+
+

userguid/BUSINESS LOCATIONS.txt

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+
+BUSINESS LOCATIONS
+First go to settings>Business Locations>Add
+more details link : https://help.storemate.cloud/docs/business-locations/

userguid/BUSINESS SETTINGS.txt

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+BUSINESS SETTINGS
+Business Settings allows you to set some of the common business-related information.
+Here you can change:
+Business name
+Start Date
+Set Default Profit margin
+Currency
+Timezone
+Logo
+Financial year: For some countries, financial year starts from January and for some it stars on April. Here you can set the appropriate option for your country.
+Tax information
+Product SKU prefix
+Default Sales discount
+Default Sales tax
+more deatails link : https://help.storemate.cloud/docs/business-settings/

userguid/CASH REGISTER.txt

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+CASH REGISTER
+Detail Guide
+Cash Register gives you an overview of a particular user/cashier session.
+Whenever a cashier opens to POS screen she must Open Cash Register by entering the �Cash In hand�
+If the cashier has access to more than one location then location also needs to be selected (Added in StoreMate V 2.19)
+Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register details by clicking on �Register details� button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.
+To close a cash register click on Red Color � Close Register Button. On closing Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields.
+To view all cash register Go to Reports -> Register Report. Here you view all cash register details.
+more details link : https://help.storemate.cloud/docs/cash-register/

userguid/COD MODULE.txt

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+COD MODULE
+Table of Contents
+Details
+COD Module එකෙහි ඇති විශේෂත්වය
+COD Module මගින් ඔබට ලැබෙන 90,000 මාසික මුදල්මය ඉතිරිය
+How to work
+Enable Module
+Order Sync with courier software
+Courier invoice Sync with StoreMate
+Order status Sync with StoreMate
+Order Settings
+Details
+COD Module කියන්නේ Cash on Delivery ක්‍රමය හරහා business මෙහෙයවන E-commerce business තමන්ගේ orders (Sale) courier company එකත් සමග SYNC කරගැනීමට මෙම module එක උපකාරී වේ.
+
+more details link : https://help.storemate.cloud/docs/cod-module/
+
+ඉතාමත් කරියබහුල වියාපාර මෙහෙයවන ඔබට orders වැඩි වෙන තරමට staff වැඩි නොකර inventory management සහ COD Management යන දෙකම විදිමතව මෙහෙයවීමට මෙහෙදී හැකියාව ලැබේ.Storemate Woo Commerce module එක මගින් ඔබට e commerce website පවා SYNC කරගැනීමට හැකියාව ඇත
+
+
+COD Module එකෙහි ඇති විශේෂත්වය
+ඔබගේ සියලුම orders(sales) තත්පර ගණනකින් ඔබගේ courier company එකෙහි software එකට update වීම.
+Courier company එකෙන් delivery කිරීමෙන් අනතුරව සාදන ඔබගේ COD invoice එක අනුව StoreMate හි ඇති orders වල payment details සහ status එක automatically update වීම
+COD Module මගින් ඔබට ලැබෙන 90,000 මාසික මුදල්මය ඉතිරිය
+Benefit	Staff
+Deduction	Saving Cost
+Excel download කරමින් orders courier software එකෙහි update කිරීමට අවශ්‍ය නොවීම සහ ඒ සදහා වෙනම වියදමක් staff සදහා ගෙවීමක් අවශ්‍ය නොවීම	01	30,000
+Courier Company එකෙන් ඔබට ලබාදෙන invoice වල නිරවාදීබාවය (reconciliation) පරික්ෂා කිරීමට staff අවශ්‍ය නොවීම	01	30,000
+තොග කළමණාකරණය සිදුවෙන නිසා ඒ සදහා manual කාර්ය කිරීමට අමතර staff අවශ්‍ය නොවීම	01	30,000
+How to work
+Enable Module
+Step 01: Update your subscription for COD Module. (Contact Storemate Support)
+
+Step 02: Get your token key from the courier company and update the token key on StoreMate.
+
+Step 03: update your payment account under the COD Module settings.
+
+Order Sync with courier software
+Step 01: Click on the COD module
+
+
+Step 02: Select your courier company and delivered city.
+
+
+Step 03: Add your bill as normal.
+
+
+Note: Your credit amount will consider as the COD Amount of courier software. Your waybill id generates automatically.
+
+Courier invoice Sync with StoreMate
+
+Step 01: Go to COD Module.
+
+Step 02: Click on the Sync COD invoice button.
+
+Step 03: Payment details and shipping status will sync according to the courier company invoice.
+
+
+Note courier expenses sync option is in-progress.
+
+Order status Sync with StoreMate
+You can sync the shipping status from the courier company. Make sure up to delivery status all the status show as the in-progress on StoreMate.
+
+
+Order Settings

userguid/CONFIGURING KEYBOARD SHORTCUTS FOR POS SCREEN.txt

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+CONFIGURING KEYBOARD SHORTCUTS FOR POS SCREEN
+Configuring keyboard shortcuts for POS screen
+StoreMate supports keyboard shortcuts, by default we have configured shortcuts for different actions in POS screen.
+But you can configure it yourself as per your convenience.
+To configure keyboard shortcuts, go to Settings -> System Settings. Here in the POS section, you will find a list of Operations and the shortcuts for them.
+You can use the Available Key Names with any combination of letters or number to create shortcuts.
+Make sure the shortcuts do not conflict (is not same) with the shortcut of the browser. Making a shortcut same as the browser will have different effects in different browsers.
+more deatails link : https://help.storemate.cloud/docs/configuring-keyboard-shortcuts/

userguid/CUSTOMER GROUP.txt

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+CUSTOMER GROUP
+Adding Customer Group
+With customer groups, you can classify a customer as Retail Customers, Wholesale Customers, Friends, Colleagues, and whatever you will love to..
+To add a “Customer Group” go to Contacts -> Customer Groups & Click on the “Add” button.
+
+It will show a popup asking for the customer group name & Calculation Percentage.
+Calculation percentage is used to calculate the selling price.
+link : https://help.storemate.cloud/docs/contact-management-customer-group/ 
+
+Customer Groups (පාරිභෝගික කණ්ඩායම්)
+Customer Groups සමඟ ඔබට ඔබගේ ගනුදෙනුකරු. සිල්ලර ගනුදෙනුකරුවන්, තොග ගනුදෙනුකරුවන්, මිතුරන්, සගයන් සහ ඔබ කැමති ඕනෑම දෙයක් ලෙස වර්ග කළ හැකිය.
+“Customer Groups” එක් කිරීමට Contacts — Customer Groups ගොස් “Add” බොත්තම ක්ලික් කරන්න.
+එය Customer Groups නම සහ ගණනය කිරීමේ ප්‍රතිශතය ඉල්ලා සිටින popup එකක් පෙන්වනු ඇත. එය විකුණුම් මිල ගණනය කිරීම සඳහා ගණනය කිරීමේ ප්‍රතිශතය භාවිතා කරයි.
+
+උදාහරණයක්:
+නිෂ්පාදනයක් සඳහා විකුණුම් මිල 200 ක් නම් යැයි සිතමු
+Customer Groups නම = Friend
+ගණනය කිරීමේ ප්‍රතිශතය = -20
+සටහන: -20 (ඍන ලකුණක් බලන්න) හෝ ඔබට එය 20 = + 20% ලෙස සැකසිය හැකිය
+ඔබ Friend ලෙස පවරා ඇති Customer Groups එකට Saman නම් Customer කෙනෙක් add කර ගන්න.
+
+දැන් pos හෝ Sell තිරයට යන්න.
+පාරිභෝගිකයා Saman ලෙස තෝරා product එක් කරන්න.
+නිෂ්පාදන 1 සඳහා විකුණුම් මිල 200-20% = 160 වනු ඇති බව ඔබට පෙනෙනු ඇත
+Customer Groups ක්‍රියා කරන්නේ එලෙසයි.
+Customer Groups අභ්‍යන්තර ගණනය කිරීමක් සිදු කරන අතර ගණනය කිරීමේ ප්‍රතිශතය විකුණුම් මිලට අදාළ වේ.
+එය ඉන්වොයිසිය හෝ පොස් තිරය මත වෙනම වට්ටමක් නොපෙන්වයි.
+ඔබට සිල්ලර, තොග හෝ විවිධ පාරිභෝගික කාණ්ඩ ඇති විට මෙම අංගය බෙහෙවින් ප්‍රයෝජනවත් වේ.
+ඔබට විවිධ පාරිභෝගික කණ්ඩායම් සඳහා “Customer Groups report ” වෙතින් වාර්තාව බැලීමට හෝ වෙනත් වචන වලින් ඔබට සිල්ලර හා තොග පාරිභෝගික කණ්ඩායමක් සිටී නම්, කුමන වර්ගයේ පාරිභෝගික කණ්ඩායමක් වැඩි අලෙවියක් ලබා දෙන්නේ දැයි ඔබට දැක ගත හැකිය.

userguid/CUSTOMER LOGIN.txt

@@ -0,0 +1,27 @@
+CUSTOMER LOGIN
+This is a very uncommon feature. You can provide the logging for your customer or supplier to log in to your system and check the updates.
+
+Benefits of this feature
+
+Your customer can log in to POS and they can add quotations themself.
+Your customer can check all the sale details with their login including due sale and paid sale.
+This feature is directly helpful with affiliate marketing.
+Detail Guide �
+Step 01 : First Go to Contact > Customer login> Add
+
+Note: Your current package should have not reached the maximum user limit. If you reached the maximum limit of your current package. please upgrade your package
+
+Step 02: Need to fill out this form then you can create the customer login with this.
+
+Then you can see the created login details.
+
+Step 03: Now your customer can log in to your software.
+
+Now your customer can see all details related to the customer.
+
+Step 04: Click on the POS screen and add the bills.
+
+Step 05: Then you can see the quotation with your admin portal.
+
+Step 06: You can finalize the quotation as the final invoice.
+link : https://help.storemate.cloud/docs/customer-login/

userguid/DELETE PRODUCT.txt

@@ -0,0 +1,9 @@
+DELETE PRODUCT
+Detail Guide
+Deleting Products
+Deleting a product will remove the product from the database.
+NOTE: This delete will not work if the product has some transactions related to it. The transaction can be Opening Stock, Purchase, Sales, or Stock transfer of the product. It will show some errors like:
+
+Product can�t be deleted because purchases related to this product exist
+Some products couldn�t be deleted because it has transaction related to it.
+link : https://help.storemate.cloud/docs/contact-management-adding-customer-copy-copy-2/

userguid/DISCOUNTS BY BRAND, CATEGORY, LOCATION.txt

@@ -0,0 +1,18 @@
+DISCOUNTS BY BRAND, CATEGORY, LOCATION
+Add/Edit Discount:
+Go to Sell �> Discount
+Name: Enter a meaningful full name for the discount.
+Product: Select the product which it will be applied.
+Brand: Select the product brand where it will be applied.
+Category: Select the product Category where it will be applied.
+Location: Select the location
+Priority: Discount with higher priority will have a higher weight, however priority will not be considered for exact matches.
+For example: if there are 2 discounts available for the same brand and/or category then the discount with higher priority will be applied.
+
+Discount type: Fixed or Percentage.
+Start At: Start date of the discount.
+End At: Start date of the discount.
+Apply in selling price groups: If checked then the discount will be applied in the selling price group price. If not then it will not be applied.
+Apply in customer groups: If checked then the discount will be applied to the customer group price. If not then it will not be applied.
+Is active: Activate or not.
+more deatails link : https://help.storemate.cloud/docs/discounts-by-brand-category-location-2/

userguid/DUPLICATE PRODUCT.txt

@@ -0,0 +1,7 @@
+DUPLICATE PRODUCT
+Table of Contents
+Detail Guide
+Detail Guide
+Duplicate Products helps you to easily create a new product with the same data as another product, this helps you save repetitive entering of data and ultimately saves time by making the product entry.
+Click on list product -> select the product �> action �> duplicate product
+link : https://help.storemate.cloud/docs/contact-management-adding-customer-copy-copy-4-copy-copy-5-copy/

userguid/EXPENSES.txt

@@ -0,0 +1,13 @@
+EXPENSES
+Adding expenses, Adding expenses for an employee or customer or supplier
+StoreMate allows you to add expenses for an employee. Thie expenses can be Salary, Bonuses, Perks, travel expenditure or anything else.
+
+Simply create a category for the expense you�re adding. Adding relevant categories helps you to classify expenses and analyze them.
+
+Go to Add Expenses, fill the details, select the relevant category and select the employee name expense for fields.
+Add the expense.
+To view details of all expenses for an employee go to �Sales Representative Report� and select the User. It will show the total expenses for the employee. You can also view the list of expenses from there.
+
+Expense for Contact (Customer or Supplier): To add expense for a customer or supplier select the customer/supplier name from the expense for contact dropdown.
+
+more deatails link : https://help.storemate.cloud/docs/expenses/

userguid/Exporting & Importing selling price group.txt

@@ -0,0 +1,23 @@
+Exporting & Importing selling price group:
+Go to Products -> Selling Price Group.
+First download the excel file with the selling price group by clicking on �Export Selling Price Group Prices� button.
+product_group_prices-3
+DOWNLOAD
+In the downloaded file change the price of products.
+Only selling price group prices of the product will be updated, not the SKU or name.
+Any blank price will be skiped.
+Then import the file.
+Selling at a particular price group:
+
+more details link : for more details link : https://help.storemate.cloud/docs/selling-price-groups/
+
+Go to POS.
+In the top, you will see the list of selling price groups. Select the one as per your requirement.
+Note: This will not be visible if there are no selling price groups or if a user is assigned only one particular price group only.
+Select the prie group & the selling prices for the product will be as per the price group.
+Assigning a user to a particular price group:
+Sometime you may want to assign a particular or few selected price group to a user. In that case, create a role with the desired permission & price group assigned.
+You must assign at least one price group for a role if that role has permission to sell.
+Assigning a price group to a Business Location
+Helps selling same product at a different price in different business location.
+Go to Add/Edit Business Location and select theDefault Selling Price Group, if not selected then products default price will be used.

userguid/FEATURED PRODUCTS FOR POS SCREEN.txt

@@ -0,0 +1,14 @@
+FEATURED PRODUCTS FOR POS SCREEN
+Table of Contents
+Adding Featured Products
+To add featured products follow these steps:
+Adding Featured Products
+Adding featured products helps you quickly access some products which are frequently or most commonly sold.
+
+To add featured products follow these steps:
+Go to Settings -> Business Locations.
+Add/Edit any business locations
+In add/edit screen you can select multiple products that can be featured in pos for this location.
+
+Select feature products in add/edit business locations
+more details link : https://help.storemate.cloud/docs/featured-products-for-pos-screen/

userguid/GETTING NOTIFICATIONS.txt

@@ -0,0 +1,2 @@
+GETTING NOTIFICATIONS
+deatails link : https://help.storemate.cloud/docs/getting-notifications/

userguid/GIFT CARD MODULE.txt

@@ -0,0 +1,75 @@
+GIFT CARD MODULE
+Table of Contents
+Details
+Why do we need Gift Card
+Enable Module
+How to work
+Step 01: Add a Gift Card
+Step 02: View Gift Card.
+Step 03: Sell the Gift Card
+Step 04: Gift Card Redeem
+
+more deatails : https://help.storemate.cloud/docs/gift-card-module/
+
+Details
+It is a card that can be exchanged for a specified cash value of goods or services from a particular business, given as a gift.
+
+Why do we need Gift Card
+Gift cards build brand awareness.
+Gift cards capture more holiday sales.
+Gift cards enable the use of digital wallets.
+Gift cards enable customer engagement.
+Gift cards generate useful data.
+Gift cards are safe and convenient.
+Gift cards offer easy distribution
+Enable Module
+Update your subscription for Gift Card Module. (Contact Storemate Support)
+
+How to work
+Step 01: Add a Gift Card
+Click on the add gift card. If you want to add a new gift card type, create a gift card
+
+
+Fill in the details related to the card type here & Save.
+
+Business Location � select your business location
+Name -The name of the gift card
+Value � The value of the gift card
+ No Of cards � Number of cards expected to be issued
+Voucher serial begin � Add the initial serial number of the card
+Expires on � Add the expiration date
+Unit � Mention it as one (pieces (pc (s))
+
+Step 02: View Gift Card.
+You can see a summary of all the gift cards you have added here
+
+
+You can view the summary of the gift card via the action button
+
+
+
+Step 03: Sell the Gift Card
+You can sell gift cards for your customer using POS Screen.
+
+
+Step 04: Gift Card Redeem
+Add to the relevant item and click on the Discount button.
+
+
+Scan your gift card code and select your gift card type
+
+
+Then you can Update.
+
+
+You click on the PAY button and settle the payment
+
+
+You can show the Invoice preview and you can see the Gift card amount on the invoice.
+
+
+NOTE:
+
+Gift card profit or loss you can check under the view gift card option. and it will be affected your profit and loss also
+
+You will need to note the cost of printing the gift card as your expense.

userguid/GIFT RECEIPT.txt

@@ -0,0 +1,9 @@
+GIFT RECEIPT
+Gift Receipt
+A gift receipt shows proof of purchase but leaves out the amount spent. To print a gift receipt follow the below steps:
+
+Add a new invoice layout with the name �Gift Receipt�
+In invoice layout select the Invoice Design as Slim and Check the Hide all prices checkbox
+In Business Settings -> POS, check the Show invoice layout dropdown and save it.
+Now in the POS screen whenever you want to issue a gift receipt, simply select the invoice layout as Gift Receipt and print the invoice.
+more deatails link : https://help.storemate.cloud/docs/gift-receipt/

userguid/HOW TO ADD A DEFAULT PAYMENT ACCOUNT.txt

@@ -0,0 +1,10 @@
+HOW TO ADD A DEFAULT PAYMENT ACCOUNT
+Table of Contents
+How to add a default payment account
+How to add a default payment account
+Go to � Settings -> location Settings
+
+Select the location and click on the Edit.
+
+Now you can select default accounts.
+more deatails link : https://help.storemate.cloud/docs/location-settings/

userguid/IMPORT CONTACTS.txt

@@ -0,0 +1,57 @@
+
+IMPORT CONTACTS
+Detail Guide � Import Contacts
+First Go to Contact > Import Contacts > Download Template File
+
+link : https://help.storemate.cloud/docs/contact-management-customer-group-copy/
+
+import_contacts_csv_template-19-2
+DOWNLOAD
+Follow the instructions carefully before importing the file.
+The columns of the file should be in the following order.
+Column Number	Column Name	Instruction
+1	Contact type (Required)	Available Options:
+1 = Customer,
+2 = Supplier
+3 = Both
+2	Prefix (Optional)
+3	First Name (Required)
+4	Middle name (Optional)
+5	Last Name (Optional)
+6	Business Name
+(Required if contact type is supplier or both)
+7	Contact ID (Optional)	Leave blank to auto generate Contact ID
+8	Tax number (Optional)
+9	Opening Balance (Optional)
+10	Pay term
+(Required if contact type is supplier or both)
+11	Pay term period
+(Required if contact type is supplier or both)	Available Options: days and months
+12	Credit Limit (Optional)
+13	Email (Optional)
+14	Mobile (Required)
+15	Alternate contact number (Optional)
+16	Landline (Optional)
+17	City (Optional)
+18	State (Optional)
+19	Country (Optional)
+20	Address line 1 (Optional)
+21	Address line 2 (Optional)
+22	Zip Code (Optional)
+23	Date of birth (Optional)	Format Y-m-d (2020-11-11)
+24	Custom Field 1 (Optional)
+25	Custom Field 2 (Optional)
+26	Custom Field 3 (Optional)
+27	Custom Field 4 (Optional)
+Example File
+
+import_contacts_csv_template-4
+DOWNLOAD
+Now you can fill in the import contact template according to the example above.
+Then go to Import Contact and select the file and submit.
+
+If the file is correctly uploaded, it appears green colors message on the top of the page.
+
+If there is any error in the excel sheet, the system notification will be displayed as a red massage. Please correct the error and upload the excel sheet back to the system.
+
+In list products, you can see if all the data you have provided has entered to the system.

userguid/IMPORT OPENING STOCK.txt

@@ -0,0 +1,28 @@
+IMPORT OPENING STOCK
+Table of Contents
+Detail Guide
+Import Products
+Instructions
+Detail Guide
+Import Products
+First Go to Product > Import Opening Stock > Download Template File
+
+import_opening_stock_csv_template-2
+link : https://help.storemate.cloud/docs/import-opening-stock/
+
+DOWNLOAD
+Instructions
+Follow the instructions carefully before importing the file.
+The columns of the file should be in the following order.
+Column Number	Column Name	Instruction
+1	SKU(Required)	
+2	Location (Optional)
+If blank first business location will be used	Name of the business location
+3	Quantity (Required)	
+4	Unit Cost (Before Tax) (Required)	
+5	Lot Number (Optional)	
+6	Expiry Date (Optional)	Stock expiry date in Business date format
+mm/dd/yyyy
+Then go to Import Opening stock and select the file and submit.
+If there is any error in the excel sheet, the system notification will be displayed as a red massage. Please correct the error and upload the excel sheet back to the system.
+Here you can see if all the data you have provided has entered to the system.

userguid/INVOICE EXTERNAL URL.txt

@@ -0,0 +1,7 @@
+INVOICE EXTERNAL URL
+INVOICE EXTERNAL URL
+With invoice external URL you can share the invoice to a customer via a link.
+With this link, they can see & print the invoice without they having to login into the system.
+The link can also be sent in Email & SMS notification. To send url in Email/SMS notification add it in notification template using the url tag.
+
+more deatails link : https://help.storemate.cloud/docs/invoice-external-url/

userguid/INVOICE LAYOUT MARKET PRICE VS OUR PRICE.txt

@@ -0,0 +1,36 @@
+INVOICE LAYOUT MARKET PRICE VS OUR PRICE
+
+HOW TO ADD MARKET PRICE
+Invoice Layout:
+You can compare market price and your price with this invoice layout Name: SLIM 04
+
+HOW TO ADD MARKET PRICE
+Go to Product �> Selling price group �Add
+
+Add the Market Price here and tick �Add as Market Price
+
+Enter the market price here
+
+Download this excel sheet and update the Market price and upload.
+
+or use Product �> List product �> Add or edit Selling Price group Now you have updated the Market Price
+more details link : https://help.storemate.cloud/docs/invoice-layout-market-price-vs-our-price/
+
+Change the invoice layout as the Slim 04
+To add a new invoice layout:
+Go to Settings->Invoice Settings->Invoice Layout->Add
+Give a unique distinguishable Layout name
+Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
+Add other relevant details.
+You can show/hide address fields.
+You can mark a layout as default. The default layout is used when no layout is found for a location.
+Click on Save.
+To use an invoice layout in a location go to� Business Locations -> Edit� and assign the invoice layout.
+
+POS Billing
+You can add the item on POS and start the billing.
+
+Note :
+if the Market price is less than your price, the Market price will automatically replace it with your price.
+If you do not enter the market price and go to add the billing system automatically market price will change as your price.
+If you add the Discount it will be shown as the discount same as the earlier.

userguid/LEAD MANAGER (CRM).txt

@@ -0,0 +1,44 @@
+LEAD MANAGER (CRM)
+Table of Contents
+What is the CRM
+Options in the CRM module
+Enable Module
+What is the CRM
+Customer Relationship Management (CRM) is a technology for managing all the relationships of your company and interacting with customers and prospective customers. The goal is to improve business relationships.
+
+Storemate CRM provides more options for managing relationships of your lead as well as customer and supplier.
+
+Options in the CRM module
+Leads
+Add/Edit/Delete leads
+Convert leads to customer
+Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
+Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
+
+more deatails link : https://help.storemate.cloud/docs/lead-manager-crm/
+
+Followup
+Followup with Leads, customers & Supplier
+One-time followup
+Recurring followups
+Followup based on Pending/Partial/Overdue invoices
+Followup based on order transactions
+Followup Log
+
+
+Campaigns
+Email & SMS campaign
+
+Contact Login
+Multiple logins for customers & suppliers
+Contact can check previous orders, purchases, sales, payments & ledger.
+
+Proposal
+Create proposal templates with Subject, Body & attachments
+Send proposal to leads
+Report
+Follow-ups by user
+Follow-ups by contacts
+Lead to customer conversion
+Enable Module
+Update your subscription for CRM Module. (Contact Storemate Support)

userguid/LOT NUMBER.txt

@@ -0,0 +1,26 @@
+LOT NUMBER
+Enabling Lot Number.
+To enable lot number go to, Settings -> Business Settings -> Purchases
+Check the Enable Lot number checkbox and update settings.
+Adding Lot number from Purchases.
+If the lot number is enabled as described above then when adding purchase stock it will display the lot number field for entering the lot number.
+Method 01
+
+Adding lot number from Purchase
+
+Second you need to enter the product name  �> Purchase Quantity  �>Unit Cost �>Discount �>LOT Number (Required)
+
+Fill in the blanks if needed.
+
+Go to  Add payment �>payment method�>Payment Account�>Save
+
+Method 02
+
+Adding Lot Number from add opening stocks.
+
+If lot number is enabled then when adding opening stocks it displays the input field to enter lot number.
+
+ Go to Product �> Add new product �>Fill the Product name and other details �>  Save and Opening stocks
+
+Each of the above 2 method can be used to add Lot number.
+more details link : https://help.storemate.cloud/docs/lot-number/

userguid/MANUFACTURING MODULE.txt

@@ -0,0 +1,66 @@
+
+MANUFACTURING MODULE
+Table of Contents
+Manufacturing module for Storemate
+Options in the Manufacturing module
+How to work
+Enable Module
+Add Recipe
+Add Production
+Production Cost:
+Settings:
+Manufacturing module for Storemate
+The manufacturing module is used to convert raw materials to final products.
+This module helps you with the complete manufacturing process, that is adding recipes, production, raw material cost, production cost, lot number, expiry, and a lot more.
+
+more deatails link : https://help.storemate.cloud/docs/manufacturing-module/
+
+Options in the Manufacturing module
+Recipe Management
+The recipe specifies the exact quantity of raw material or ingredients to be used to make the final product. In order to produce a product, standard instructions are followed that process the raw material or raw material in specific quantities to obtain a quality final product.
+Production Management
+Based on the recipe added for products, in production, it shows the total quantity of all raw materials required for the manufacturing N quantity of product.
+Setting and reports
+Option for adding Production Ref No as the prefix:
+Option for disabling editing ingredients quantity in production
+Option for update product purchase price based on production price, on finalizing production
+Stock report for manufacturing items
+Item reports for manufacturing items
+production details report for individual production
+How to work
+Enable Module
+Step 01: Update your subscription for Shopify Module. (Contact Storemate Support)
+
+Add Recipe
+
+To add a new recipe, go to Manufacturing -> Recipe
+Click on the Add button, it will open a popup,
+Choose Product: select the product for which you want to add a recipe
+Copy from recipe: (optional) choose the product whose recipe will be copied to the chosen product. You can use this option to quickly copy a recipe from another product & make small changes as required.
+Add all ingredients/raw materials, wastage percentage & final quantity.
+The wastage percentage mentioned here is wastage for the raw ingredients which happens when the ingredient is cleaned, for example in cabbage some % is wasted when leaves & stems are removed. If the raw materials you�re using don�t have wastage you can keep it 0 %, which is the default.
+Raw Ingredients: Raw ingredients are taken from the list of products. You can mark a raw ingredient as �Not For Sale� if it is not used for selling individually. For example, Some Raw ingredients like butter can be sold, some cannot be.
+Wastage %:  Enter the wastage for the final product which can happen because of bad quality or other reasons.
+Total Output Quantity: Output quantity for which you entered the recipe.
+Production Cost: Check the production cost as described below.
+Recipe Instructions: Steps to be followed for the production of the final product from ingredients.
+Add Production
+To add production go to Manufacturing -> Add Production
+Reference No: Optional reference number, you can keep it blank to auto-generate it.
+Business Location: Select the business location where production is done. Raw ingredients stocks will be deducted from this location & final manufactured product stock will be added to this location.
+Product: Select the product for manufacturing. based on selected product it will display all the Raw ingredients from recipe added.
+Quantity: Quantity of final product to manufactured. Based on this Raw ingredients quantity will be calculated from recipe.
+Input Quantity: Input quantity raw ingredients which will be used for production.
+Wastage Percent: Waste percentage of raw ingredients. For example, if you took Cabbage 1 KG, and 200 grams is wastage then wastage percentage is 20%, so 800 grams will be the final quantity.
+Final quantity: Input Quantity � Wastage Percent
+Wasted Quantity: Wastage quantity of final product for any reason.
+Production Cost: Check the production cost as described below.
+Finalize checkbox: Check this checkbox to finalize the production, this will remove the stock of raw ingredients & add stocks for the manufactured products. After finalizing the production cannot be edited.
+Production Cost:
+Fixed: If cost is fixed then a fixed amount will be used as production cost.
+Percentage: If percentage then the percentage of ingredients cost is taken as production cost.
+Per Unit: In this case, the total production cost is multiplied by the total output quantity
+Settings:
+Production Ref No. prefix: Prefix number when production reference number is auto-generated.
+Disable editing ingredients quantity: Disable editing of ingredients when adding production, this can help to restrict staff from editing raw ingredients
+

userguid/New Text Document.txt

@@ -0,0 +1,21 @@
+this is parallax technologies pvt ltd
+
+how to contact us 
+Contact deatails
+Support details 
+: StoreMate™ Support Team
+Hotline : 0114 226 999 
+Email : [email protected]
+Youtube : https://www.youtube.com/channel/UCFkX9Fa-Qe6Qi4V5f0RcfSA
+Facebook : https://www.facebook.com/storemateinventory
+web link : https://storemate.lk
+
+
+Contact Us
+125/2, 3rd Lane, Subadrarama Road, Nugegoda, Colombo, Sri Lanka
+(+94) 011 4 226 900
+Email Us
+[email protected]
+web link : https://parallax.lk/
+
+

userguid/PAYMENT ACCOUNT.txt

@@ -0,0 +1,23 @@
+PAYMENT ACCOUNT
+Table of Contents
+What is payment accounts in StoreMate?
+Enabling Payment account
+Payment account type & sub-type
+What is payment accounts in StoreMate?
+Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier or deposit the amount received from a customer here.
+
+Enabling Payment account
+Go to Settings ->Business Settings -> Modules
+Enable payment �Accounts� option
+Save it.
+After saving you will see the �Payment accounts� option will be visible in left navigiation bar.
+Payment account type & sub-type
+Go to Payment accounts -> List accounts -> Account Types
+Account type: to add a account type click on Add button and enter the name of account type and submit. Keep the Parent account type unselected.
+Sub-Account type: To add a sub-account type click on Add button, enter the name of sub-account type and select the Parent-account-type.
+When creaating account you can select the account type as per your need.
+
+more deatails link : https://help.storemate.cloud/docs/payment-account/
+
+
+

userguid/PRINT LABELS (BARCODE).txt

@@ -0,0 +1,8 @@
+PRINT LABELS (BARCODE)
+Table of Contents
+Detail Guide
+Detail Guide
+First Go to Product > Print Labels > Select Product Name > Barcode Setting > Preview
+
+Now you can create a print label as shown above
+link : https://help.storemate.cloud/docs/print-labels/

userguid/PRODUCT BRAND.txt

@@ -0,0 +1,9 @@
+PRODUCT BRAND
+Table of Contents
+Detail Guide
+Here you have the ability to add product type.
+Detail Guide
+
+Here you have the ability to add product type.
+First Go to Product > Brand > Add > Brand Name > Short description(IF you want)>Save
+link:https://help.storemate.cloud/docs/product-brand/

userguid/PRODUCT CATEGORY (CATEGORIZING PRODUCTS).txt

@@ -0,0 +1,13 @@
+PRODUCT CATEGORY (CATEGORIZING PRODUCTS)
+Table of Contents
+Adding Category & Sub-Category
+
+Categorizing products helps you to easily manage and filter them in reports.
+
+Adding Category & Sub-Category
+
+Go to Product -> Categories -> Add
+Add Category name, category code(HSN code)
+If the category is a sub-category select �Add as sub-category� and select the parent category.
+Then click the save button.
+link:https://help.storemate.cloud/docs/product-category/

userguid/PRODUCT EXPIRY AND RELATED SETTINGS.txt

@@ -0,0 +1,28 @@
+
+PRODUCT EXPIRY AND RELATED SETTINGS
+
+Enabling expiry for products
+1.To enable expiry go to Settings -> Business Settings -> Product section. And check the �Enable Product Expiry� checkbox.
+
+2. On enabling Product expiry, you can choose either �Add Item Expiry� or �Add manufacturing date & Expiry Period�
+
+�Add Item expiry� => Choose this option if you want to directly add the expiry of the item in purchase screen.
+�Add manufacturing date & Expiry date� => Choose this option if you want to add the manufacturing date of the item and the expiry period. Based on the manufacturing date and expiry period it will auto-calculate the expiry date. And this expiry date can be edited. You will have to add expiry period for the product in �Add or Edit Product� screen. And the manufacturing date in �Add Purchase� screen.
+3. �On Product Expiry� => With this option you can set what the system should do when a product expired.
+
+�Keep Selling� => Choose this option if you want the application to keep the selling the product even after expiry.
+�Stop Selling n days before� => Choose this option to stop selling the item n days before the expiry. You will have to specify the value of n (which is number of days before to stop selling)
+4. �Stock Accounting Method� => This feature is used to set the way product should be sold.
+
+more deatails link : https://help.storemate.cloud/docs/product-expiry/
+
+FIFO (First In First Out) => In this the old stock should be sold first.
+LIFO (Last In First Out) => In this the most recent purchase stock should be sold.
+For an Example:1. Purchase 20 pcs of product A on 20 March 2018. Expiry date 10 April 20182. Purchase 20 pcs of the same product  A on 23 March 2018. Expiry date 8 April 20183. Today I sold 22 pcs.If the �Stock Accounting Method� is FIFO => Then the Product purchased on 20 March 2018 will be deduced with 20 pcs and after that product purchase on 23 March 2018 will be deduced with 2 pcs.So in stock, we will have products from 23 March 2018 with 18 pcs.If the �Stock Accounting Method� is LIFO => The opposite of the above will happen.NOTE: You must set the required accounting method before selling the item for that accounting method to be used.
+
+Stock Expiry Report:
+1. Go to Reports => Stock Expiry Reports.2. Here you can filter stock �Category�, Brands, �Stock expiry date�3. Click on �Edit� to modify the stock left and expiry period.4. If stock left is decreased the unit purchase price is adjusted accordingly.
+
+Stock Expiry Alert:
+You can view stock expiry alert in Homepage bottom section. Here it shows a list of products expiring soon.� You can set the number of days before which the expiry alter should be shown in the Homepage from �Settings -> Business Settings -> Dashboard Section� View Stock Expiry Alert For input fie
+

userguid/PRODUCT UNITS.txt

@@ -0,0 +1,34 @@
+ADDING PRODUCT UNITS
+Detail Guide
+Different Products have different units. storemate allows you to add different units for products.
+Adding Units
+Go to Settings -> Units
+Give the unit name, a short name, and choose if want unit to allow decimals.
+Example:
+Name: Meter
+Shortname: Mtr.
+Allow Decimal: Yes.
+
+Allowing decimal allows you to purchase/Sell the product in decimal and vice-versa.
+link : https://help.storemate.cloud/docs/product-units/
+
+Multiple Units:
+
+This can be useful if you purchase products in a different unit and sell it in a different unit.
+For example: Purchase in dozens and sell in pieces.
+Or purchase in boxes and sell in pieces.
+Steps:
+
+Add the lower unit from Add Unit Screen. For example pieces.
+Add the higher unit as per the screenshot:
+Check �Add as multiple of another unit�
+link : https://help.storemate.cloud/docs/product-units/
+
+Provide the conversion Details.
+Use the unit in Add/Edit Product. While adding/editing purchase/ sale you can see the dropdown for units. Select the desired unit and it will change the unit purchase/sales price accordingly.
+NOTE: You will not see the main Units (Dozen in this example) in the Add-Product Unit dropdown, select piece as the unit of product. All purchases/sales get saved in the lower unit (pieces in the above example). So after adding purchases/sales if you edit the conversion details, it will affect the purchases/sales quantity accordingly.
+
+Selecting relevant Sub Units for a products
+For some products not all sub-units will be required. Suppose for example you sell Oranges only in Dozens or only in pieces then it will be useful.
+Enable it from Business settings ->Products -> Enable relevant sub-units
+Now when adding products select the Unit for the products and it will give option to select multiple applicable sub-units. Selecting the sub-units will allow you to do purchases or sales on this selected sub-units.

userguid/PRODUCT VARIATIONS.txt

@@ -0,0 +1,8 @@
+ADD PRODUCT VARIATIONS
+Table of Contents
+Detail Guide
+Detail Guide
+Variations can be added from Products -> Variations menu.
+These variations are used in variable products product.
+An example of variation is, for example, a Jeans can have multiple colors, so add variation called Colors and provide the value for it. As given in the image below.
+link : https://help.storemate.cloud/docs/variations/

userguid/PRODUCT WARRANTY.txt

@@ -0,0 +1,10 @@
+PRODUCT WARRANTY
+Detail Guide
+Enabling Warranty:
+First Go to Setting > Business Setting > Product> Enable Warranty
+
+Using Warranty
+Adding Warranty: Add warranty types by going to Products -> Warranty.
+Assigining warranty for products: Go to Add/Edit product and select the warranty that is applicable for the product.
+Sell with warranty: Any products which has warranty assigned when sold will use the transaction date as start of warranty. You can display warranty in receipts by enabling it from Invoice layout.
+link : https://help.storemate.cloud/docs/product-warranty/

userguid/PROMO CARD.txt

@@ -0,0 +1,102 @@
+PROMO CARD
+Table of Contents
+Details
+Why do we need Gift Card
+Enable Module
+How to work
+Step 01: Active reward point
+Step 02: Add promo card.
+Step 03 : Add card conditions
+Step 04: Assign Promo code
+Step 05: Redeem the promo card
+Step 06: Check the commission
+more details link : https://help.storemate.cloud/docs/promo-card/
+
+Details
+It is a card issued by a businessman to his loyal customers as part of a customer incentive scheme, which adds value to each transaction report.
+
+In another word you can give some benefit to your customer once you recommended it to another party.
+
+Firstly as the business owner, you need to issue promo codes for your loyal customer, then the promo code holder can issue a promo code number for his friend or someone. Once a friend or someone (who has a promo code number ) buys goods from your business you can issue a commission for the card holder and a discount for new customers.
+
+Why do we need Gift Card
+Loyalty card programs are a great way to generate extra business that encourages your customers to come back. It is an effective marketing tool to help you advertise your company or brand.
+
+Customer Retention
+Increasing Sales
+Product Awareness
+Enable Module
+Update your subscription for Promo Card Module.(Contact our support team)
+First, you need to set the reward point settings for a sale on the system.
+How to work
+Step 01: Active reward point
+Click the following to see how to add a reward point. Click here
+
+Step 02: Add promo card.
+View Promo Card.
+
+We will show you the promo cards that we have already added.
+
+
+Click on the Card. If you want to add a new card type, click on + Add.
+
+Fill in the details related to the card type here & Save.
+Name: The name of the promo card
+Required Point: Minimum reward  point for the promo  card
+Type  :
+Normal  � No one can manually assign.
+Special: Anyone can manually assign.
+
+Step 03 : Add card conditions
+Then click on the Card Detail
+
+
+Fill in the details related to the card type.
+
+From invoice value. :  Minimum value for card type
+To invoice value. : Maximum value for card type
+Discount : A discount is given to the customer for the bill
+Commission : Commission paid to the cardholder for the relevant value
+Then click on Add card row.
+
+
+Step 04: Assign Promo code
+Here the customer can create and assign a created card or promo code.
+A relevant customer is selected and the promo card relevant to him is selected and a promo code is prepared for that Customer.
+
+Assign or issue to the customer
+
+          � By auto: Select the customer, select the relevant card type and click on add promo card & code.
+
+          � By Manual: You can select a customer, select the relevant card type, and type a manual promo code. Click on add promo card & code.
+
+Step 05: Redeem the promo card
+Add to the relevant item for the card holder and click on the Discount button.
+
+
+Type or Scan the promo code
+
+
+The Discount amount and Commission for that promo code will be displayed.
+NOTE : Then the relevant commission will be added to the card holder and the relevant discount will be deducted from the bill.
+
+Then you can Update
+
+
+You click on the PAY button
+
+
+You can show Invoice preview and you can sea discount amount on the invoice.
+
+Step 06: Check the commission
+You can view the cardholder�s commission report related to the promo code by clicking on Commission Report.
+
+NOTE : The commission is an expense, it affects the profit on a relevant day.
+
+Due � The commission not paid
+Paid � The Commission Paid
+Click on the Due button
+
+Click on the Add Payment button
+
+Fill in and save the details related to the amount redeemed and the payment given to the customer by the commission added to the customer & SAVE

userguid/PURCHASE PAYMENT.txt

@@ -0,0 +1,18 @@
+PURCHASE PAYMENT
+Detail Guide
+Purchase payment meaning paying to the supplier for the Purchases.
+Payments Statuses
+Paid: The PO is 100% paid.
+Due: The PO is 100% not paid.
+Partial: Partial amount of the PO has been paid.
+Overdue: PO is 100% not paid & past the due date.
+Partial Overdue: Partial amount of the PO has been unpaid & past the due date.
+
+Adding payment
+Adding payment from the List Purchase screen
+In list purchase click the actions for any PO and it will display the list of actions for it. This option is not displayed if there is no payment due
+
+Adding payments from Contact.
+Go to contact -> Suppliers.
+Click on actions for the supplier and it will show �Pay Due amount�, click on it and pay the amount. �Pay Due amount� this option is not displayed if there is no payment due.
+more details link : https://help.storemate.cloud/docs/add-purchase-copy/

userguid/PURCHASE RETURN.txt

@@ -0,0 +1,31 @@
+PURCHASE RETURN
+How to do a Purchase Return ?
+Select the parent purchase  for each and every Returned sale.
+Purchase > List purchase> Return Purchase
+Click the action button in parent purchase and then click the purchase return option button.
+
+Enter the quantity of the Return.
+
+When click the save button; There will be a notification pop up for the items that you have to settle;
+
+Now you can press the Payment settlement Button to do a settlement.
+
+Then you have to press Add payment button and simply can do settlement and the settlement amount will show automatically .. after that you should save and finalized it.
+
+If there are any returned items on the parent sale you can see a Red icon (return icon) near the Invoice Number.
+
+If already settled the payment you can see the setoff label under the payment status.
+
+If there is any Due payment and return settlement, you can see a blue label name as partial-setoff in payment status.
+
+From the List purchase return option can view the sale return under the following filters  (Sell > List sell Return).
+
+Business Location
+Data Range
+
+Further, do edit, add payment, view payment, delete from the action button.
+
+more details link : https://help.storemate.cloud/docs/purchase-return/
+
+From the Return Settlement tab, you can view all the settlements of return, and further you can press the green plus icon and can view return settlement details (Purchase>Return Settlements).
+

userguid/QUICK REGISTER CLOSE.txt

@@ -0,0 +1,13 @@
+QUICK REGISTER CLOSE
+Table of Contents
+Details
+Details
+with this option, the user can close the register without viewing any details of the register, But the manager or admin can check the all details from reports.
+
+Step 01: Enable this permission under the user role
+
+Step 02: Close the register on POS Screen.
+
+Step 03 : It will show a window for entering the cash in the hand amount.
+step 04: Manage can see the difference under the register report form report section.
+link : https://help.storemate.cloud/docs/quick-register-close/

userguid/REGISTERING A NEW BUSINESS.txt

@@ -0,0 +1,15 @@
+REGISTERING A NEW BUSINESS
+Click on register business link on the welcome page.
+
+Registering business involves multiple steps;  Business Details, Tax details, and Owner details.
+
+Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses.
+
+Tax Details: You should fill out at least one Tax name and Tax number. Tax is like GST/VAT which varies for different countries. Fill details & click on next.
+Owner Details: Provide asked details. Username & Password are used to login so make sure you remember them.
+
+The owner created during this registration will be admin of the business. More admin can be added/edited/deleted from user management section.
+Click on the register button and after successful registration, it will get redirected to login screen. Login with owner username/password created.
+
+Note: You can change any of the above details in the business settings section.
+for more details link : https://help.storemate.cloud/docs/registering-a-new-business/

userguid/REPAIR MODULE.txt

@@ -0,0 +1,104 @@
+REPAIR MODULE
+Table of Contents
+Detail Guide
+The core feature of the repair module
+Job Sheets
+Add Job Sheet
+Add invoice (Method 01)
+List Invoices
+Add Invoice (Method 02).
+Brands
+Settings
+Status
+Devices
+Device Models
+Repair Settings
+Detail Guide
+StoreMate repair module is support for you to manage your repair job in an advanced manner. All of the Mobile phone repair, Electrical item repair shops as well as Computer repair shop can manage their entire repair process with this
+
+The core feature of the repair module
+Repair job manages with your customer details.
+All the item (product) details are recorded with a single view.
+Serial number tracking method.
+Customize repair status based on your business.
+SMS and mail notification option for the repair job.
+Spare part monitoring system based on the repair job.
+Invoice management based on the repair job.
+
+Job Sheets
+Customers can create a worksheet using this function with all the details to repair the item they bring to you.
+
+Add Job Sheet
+
+Click the Job Sheet
+Then Click the +Add button and create a new Job sheet
+Now you can enter the job details
+Business Location: Select your branch/location
+Customer: select your customer with the list. If there is a new customer please use add button for a quick add
+Service Type: You can select the service type
+Brand: You can select your repair product brand (Make sure it should be added under the repair settings).
+Device & Device Module: You can select your repair product device (Make sure it should be added under the repair settings)
+Pre Repair Checklist: This will be shown based on the device module. You can customize the pre-repair checklist using the repair setting.
+Serial Number: You can enter the repaired product serial number.
+Password/Pattern Lock: using this section you can enter the device password or pattern.
+Product Configuration: You can add product Configuration with this option. You can customize the Product Configuration using the repair setting.
+Problem Reported By The Customer: you can add the Customer feedback for this job sheet. You can customize the Product Configuration using the repair setting.
+Add invoice (Method 01)
+Once you complete the job sheet you need to invoice your customer.
+
+
+After clicking this add invoice will be open repair POS screen. Then you can complete the financial bill for the customer. Please make sure, that if you are charging a job service charge, you need to add to the repair POS, the job service cost as the service product.
+
+List Invoices
+You can see the invoice details with this screen base on the job sheet.
+Pending is an incomplete job
+Completed is completed the job
+
+Add Invoice (Method 02).
+This is a direct invoice method for jobs. you can create invoices and job sheets together with this function.
+You can add the job details on the top bar and accessories (spare parts) from the product list. as well as payment also you can add at once. Then you can manage the job sheet status as the regular process.
+
+Brands
+By using the brand name, you can add all the brands to the item you bring for repair
+Click the Brand
+Then Click the +Add button and create a New Brands
+Then type the brand name and short description and save it
+
+Settings
+Using this you can adjust the status, devices, device models, and repair settings.
+Click the Settings
+
+Status
+You can manage the customized status with this function.
+
+You can create the status by using status and can setup it by clicking the add button
+
+Status Name: you can add any name for the status name.
+Status Colour: you can add the color for your status.
+Short Order: You can manage the status display order on the Job Sheet.
+Mark this status as complete: When you enable this system will be identified as the completed status otherwise it will show as pending.
+SMS template: you can customize the SMS body based on your status.
+Email template: Same as the SMS template. in addition, you can use the TAGS for getting some data from the system based on the job.
+
+Devices
+Here you can add the types of Devices you are repairing through the settings
+You can set it up by clicking the add button
+There you can apply your device type and then write down a description and save it.
+
+
+Device Models
+You can add device models in the settings and the models you bring to the company.
+You can set it up by clicking the add button
+There you can use the model name and select the brand and device that apply to the model name, which can be checked and saved if you need a repair checklist.
+
+
+Repair Settings
+Repair settings is the format given to customize the contents of the job sheet before you set it up.
+Default Job Sheet Status � Here you can select the default status for your added status
+Job sheet number prefix � You can enter the job sheet number here
+Product Configuration � Product related configurations can be added here
+Problem Reported By The Customer � Issues of the product being repaired can be added here
+Condition Of The Product � The condition of the repairing product can be added here
+Repair terms & conditions � If there any terms and conditions of the repair that can be typed in this description box
+Label for job sheet custom field � If you want to enter any other details besides the repair settings mentioned here, you can enter them in this Custom field.
+Page Footer � If you need you can add the content that you need in the job sheet footer description box

userguid/REPORTS QUEUE.txt

@@ -0,0 +1,19 @@
+REPORTS QUEUE
+
+What is a report queue?
+The report queue is a feature developed to enhance the loading time of reports. It allows users to generate reports and have them processed in the background, reducing wait times and improving efficiency.
+
+more deatails link : https://help.storemate.cloud/docs/reports-queue/
+
+Benefits of using the report queue:
+Faster report generation: Reports are processed in the background, allowing users to continue working without delays.
+Improved productivity: Users can initiate multiple report requests and work on other tasks while the reports are being processed.
+Convenient access to the latest and previous reports: The report queue provides easy access to the latest generated report and allows users to view previous reports through the Report History option.
+How to use the report queue option:
+Click on �Generate � to initiate a new report request.
+
+Once the report is generated, the system will notify you through the notification icon.
+
+Click on the notification or navigate to the report section to access the latest generated report.
+
+To view previous reports, use the �Report History� option. This section allows users to select and view previously queued reports.

userguid/RESTAURANT MODULE.txt

@@ -0,0 +1,72 @@
+RESTAURANT MODULE
+Table of Contents
+Video Guide
+Detail Guide
+Enable Modules:
+Table Module
+Service Staff
+Bookings
+Modifiers
+Kitchen
+Auto-refresh kitchen & Order screen:
+Video Guide
+We will upload soon
+
+Detail Guide
+
+Enable Modules:
+Go to System Settings & enable the below modules
+
+more details link : https://help.storemate.cloud/docs/restaurant-module/
+Tables
+Service Staff
+Modifiers
+Kitchen
+
+Note 1: Enabling Tables & Service Staff will automatically enable Bookings module.
+
+Note 2: Enabling Tables & Service Staff will automatically enable the reports for it. �Table Report� & �Service Staff Report�.
+
+Table Module
+
+Enable �Table� module as explained above
+After the table module is enabled go to Settings -> Table
+Add all the table of you restaurants by selecting Business Location, Table name & Short Description(optional)
+Tables are used in the POS screen to take orders for a particular table.
+If you have multiple locations & the logged-in user has access to multiple locations then in the POS screen you must select the Business Location to get a table related to that location.
+Service Staff
+
+Enable �Service Staff� module as explained above
+After Service Staff is enabled go to User Management -> Roles.
+Go to � Create or Edit a role. Check the �Service Staff� checkbox for User Type to make to assign Service Staff permission to it.
+Orders are assigned to Service Staff in POS screen.
+�Service Staff� can see a new menu �Orders� which will help them to know all the orders for them. They can View the ordered item and change the order status.
+Enable service staff for each product in a sale: To assign different service staff for each product in sales/pos screen, go to Business Settings -> POS -> Enable service staff in the product line
+Bookings
+Enable �bookings� module as explained above.
+Go to the booking section from the left navigation.
+There you will see all �Today�s Bookings�
+Also, a calendar is present where you can �Double� click any date to add bookings for it. In the add booking screen you can select the Location, Customer, Correspondent, Table, Service Staff, Start & End time. Also, notifications can be sent to customers.
+Modifiers
+Modifiers are like extra stuff that can be added to a product, like extra cheese to a sandwich etc.
+
+Enable modifiers module as described above.
+Go to Settings -> Modifiers
+Click on add
+Give a new to modifier set. Like �Cheese�
+Enter multiple Modifiers name & price. Like �Single� � 10, Double � 17
+Save it.
+Click on �Manage Product� for the modifiers.
+Associate all products where this modifier can be used. Like Sandwich.
+After modifiers are added, in POS screen when the product is added for sale, it will show the modifiers that can be used for this products. Like if we add Sandwich then it will display the �Cheese�, �Bread� modifiers.
+Modifiers can be mostly used in Restaurants. Also, it can be used in various other similar businesses & shops.
+Kitchen
+
+Enable the kitchen module as explained above.
+Go to Kitchen screen from left navigation.
+Whenever an order is received in POS screen it will reflect in Kitchen screen.
+Order details can be viewed here.
+Orders can be marked as cooked. After marking as Cooked it will reflect in Order screen for service provider so that they can serve it the customer.
+Auto-refresh kitchen & Order screen:
+The kitchen and order screen will auto-refresh after a certain interval.
+By default, the refresh duration is set to 600 seconds, but you can change it by going to pos/config/constants.php and changing orders_refresh_interval value. The value entered should be in seconds.

userguid/REWARD POINTS, ROYALTY POINTS.txt

@@ -0,0 +1,30 @@
+REWARD POINTS, ROYALTY POINTS
+
+Enabling reward points:
+Go to Settings -> Business Settings -> Reward Points Settings.
+Click on Enable Reward Point and it will get enabled.
+Reward Points Settings:
+Reward points settings is divided into 2 parts:
+Earning Points Settings
+Redeem points settings
+Earning Points Settings:
+Reward points display name: This is display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying label.
+Amount spent for unit point: Meaning how much the customer spent to get one reward points.
+more details link : https://help.storemate.cloud/docs/reward-points-royalty-points/
+
+Example
+If you set it as 10, then for every $10 spent by customer they will get one reward points.
+If the customer purchases for $1000 then they will get 100 reward points.
+Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points.
+Example:
+If you set it as 100 then the customer will get reward points only if there invoice total is greater or equal to 100. If the invoice total is 99 then they won�t get any reward points.
+You can set it as a minimum of 1.
+Maximum points per order: Maximum reward points customer can earn in one invoice. Leave it empty if you don�t want any such restrictions.
+Redeem Points Settings:
+Redeem amount per unit point: It indicates the redeem amount per point.
+For example: If 1 point is $1 then enter the value as 1. If 2 points are $1 then enter the value as 0.50.
+Minimum order total to redeem point: Minimum order total for which customers can redeem points.
+Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don�t need this restriction.
+Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don�t need this restriction.
+Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.
+NOTE: You must set the cron job for expiry feature to work. Cron Job Document

userguid/SALES ADVANCE.txt

@@ -0,0 +1,25 @@
+SALES ADVANCE
+Please follow these steps to add an advance amount base on the sale.
+Go to Sell�>POS
+Add product on POS Screen.
+Click on Multiple Pay
+Add the received cash under the amount
+Click on Add Payment Row Button
+Change the payment method as Advance
+Note: Now you can see the advance amount which you received amount more than the bill amount.
+
+Click on �Finalized the Payment�
+
+After finalized we can see the advance amount under the customer account
+
+more details link : https://help.storemate.cloud/docs/sales-advance/
+
+Note: If the customer paid the full amount as the advance, please add the product as service called �Advance Payment� and add on POS screen and set the selling amount as �0�
+
+Now you can add the final bill or next bill to that customer
+
+Go to the Multiple pay
+Now we can see the advance amount which we received on the last bill
+Now we can add the advance settle amount and cash amount like follows
+Finalized the bill.
+Advance payment will be settled.

userguid/SALES COMMISSION AGENT.txt

@@ -0,0 +1,24 @@
+SALES COMMISSION AGENT
+How to Enabling Commission Agent Option.
+Adding Commission Percentage:
+Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring.
+How to Enabling Commission Agent Option.
+By default Commission Agent is Disabled. You can enable it from Settings -> Business Settings -> Sales. Sales Commission Agent drop-down.
+
+Commission Agent Types.
+You will see 3 different types:
+
+Logged in User: If this option is used then the Logged in User will be automatically considered as the commission agent for the sales added by him. Meaning the user adding the sales will get the commission for the sales.
+Select from User�s List: If this option is enabled then in POS & Sales Screen you will see the list of �users� present in your business. The user adding the sales will select the commission agent from the list of users displayed.
+Select from Commission Agent List: If this option is enabled then in POS & Sales Screen you will see the list of �Sales Commission Agents� present in your business. The user adding the sales will select the commission agent from the list of �Sales Commission Agents� displayed.
+
+Select the option as per your business requirements.
+
+Adding Commission Percentage:
+You can add commission % while adding/editing the User or,
+Path : User Management -> Users -> Edit
+
+You can add commission % while adding/editing the Sales Commission Agent
+
+Note: Under the report category you can see the commotion agent report.
+for more details link : https://help.storemate.cloud/docs/user-management-sales-commission-agent/