Warehouse

The page is designed to manage and organize the various storage locations where a business’s products are held. It provides a centralized view of all warehouses, helping businesses track inventory distribution across multiple locations and ensure efficient stock management.

Key components of the page include:

  • Warehouse List: Displays all registered warehouses.
  • Add New Warehouse: Allows users to add new warehouses by specifying their name, phone number, email and address.
  • Edit or Delete Warehouses: Modify existing warehouse information or remove warehouses that are no longer in use.
  • Inventory Overview: View the total stock stored in each warehouse.
  • Search and Filter: Search for warehouses by name or location, or filter them based on stock levels or other criteria.
  • Export Data: Export warehouse data for reporting, auditing, or inventory management purposes.
User Profile

The page provides a personalized view of a user’s account information and settings within the system. It allows users to manage their personal details, update credentials, and customize their preferences.

 

Key components of the page include:

  • Personal Information: Displays the user’s name, email address, phone number, and other contact details, with options to edit or update them.
  • Change Password: Provides an option to update the account password by entering the current password and setting a new one.
  • Role and Permissions: Displays the user’s assigned role (e.g., admin, cashier, manager) and their access permissions within the system.
Discount

The page is designed to manage and organize various discount strategies offered by a business. It allows users to create, track, and apply discounts to products or services, helping to enhance sales and customer satisfaction.

 

Key components of the page include:

  • Discount List: Displays all active and inactive discounts, including details such as discount name, type (percentage or fixed amount), applicable products or categories, and validity period.
  • Edit or Delete Discounts: Modify existing discount details or remove discounts that are no longer applicable.
  • Search and Filter: Search for specific discounts by name.
  • Usage Statistics: Track the performance of discounts, showing how often they have been applied, total savings for customers, and overall impact on sales.
  • Export Data: Export discount data for reporting, analysis, or auditing purposes.
Currency

The page is designed to manage the different currencies that can be used in transactions. This is especially useful for businesses that operate in multiple countries or cater to customers with various currency preferences.

 

Key Components of the page:

  • Currency List: Displays all available currencies in the system, along with details like currency symbol, code (e.g., Usd, Zwl), and exchange rate relative to the base currency.
  • Add New Currency: Allows users to add a new currency by entering the currency name, code, symbol, and exchange rate. This feature supports sales in multiple currencies.
  • Edit/Delete Currency: Options to modify or remove existing currencies. Admins can adjust exchange rates or update currency details to ensure accuracy.
Unit

The page is used to manage the various units of measurement for products in the inventory. This is essential for accurately tracking and selling items that come in different quantities, volumes, weights, or sizes.

 

Key Components of the page:

  • Unit List: Displays all defined units of measurement, such as pieces, boxes, kilograms, liters, etc., along with their respective abbreviations (e.g., "kg" for kilograms, "pcs" for pieces).
  • Add New Unit: Allows users to create new units by specifying:
    • Unit Name: A clear name for the unit (e.g., "Carton").
    • Abbreviation/ Code: A short form or symbol for the unit (e.g., "ctn").
    • Base Unit: (Optional) Set up base units (e.g., kilogram) and sub-units (e.g., gram) to handle products sold in different measurements.
  • Edit/Delete Unit: Options to update or delete existing units, ensuring that units remain relevant to the products currently in the inventory.
  • Import Unit: Upload a .csv file with the list of units for your products.
Tax

The page is designed to manage taxes for your products and services. This page allows businesses to set up and adjust different types of taxes, such as VAT, sales tax, or other applicable local taxes, ensuring that transactions are compliant with tax regulations.

 

Key Components of the page:

  • Tax List: Displays all active taxes, including details like tax name, type, percentage rate, and whether the tax is applied to specific products, categories, or all transactions.
  • Add New Tax: Allows users to set up new tax rules by entering:
    • Tax Name: A unique name for the tax (e.g., VAT, GST).
    • Tax Rate: The percentage rate of the tax (e.g., 10%, 15%).
  • Edit/Delete Tax: Options to modify or delete existing taxes, enabling the business to stay current with tax regulations.

If your system is VAT registered, your tax records will be prefilled through the ZIMRA api.

If your system is non-VAT registered, you can manually create the tax records.

 

Brand

This allows the user to organize inventory by brand, which can make searching for products, tracking brand performance, and maintaining consistent branding easier. This feature is particularly useful for businesses that sell products from multiple manufacturers or suppliers, as it simplifies categorization and inventory management.

 

Key Components of the page:

  • Brand List: Displays all registered brands, showing details like brand name, logo (if uploaded), and any related notes or descriptions. This list helps users quickly view and manage the brands available in the system.
  • Add New Brand: Allows users to add a new brand by entering:
    • Brand Name: The name of the brand (e.g., Nike, Apple).
    • Logo: (Optional) Upload a logo for visual identification of the brand.
  • Edit/Delete Brand: Options to update brand information or remove a brand if it is no longer relevant to the inventory.
  • Search: Search functionality to quickly locate brands by name.
HRM Setting

You can set the default work hours for your system.

Reward Point Settings

This is designed to manage customer loyalty by configuring the rules for earning and redeeming reward points. This page helps businesses incentivize repeat purchases, improve customer retention, and enhance the customer experience by offering a structured reward program.

 

Key Components of the page:

  • Points Earning Rate: Set the ratio at which customers earn points for each dollar or unit of currency spent (e.g., 1 point per $1 spent).
  • Redemption Rate: Define how points convert into discounts or value for redemption, such as how many points equate to a discount or cash value (e.g., 100 points = $5 discount).
  • Expiration Period: Specify a validity period for points, ensuring that points expire after a set timeframe if unused, which helps manage liability and encourages quicker customer returns.
  • Duration: Set the duration for the points and amount

 

POS Settings

The page is designed to configure essential options and preferences for your point of sale system front page. This page allows businesses to customize the POS to suit operational needs, streamline processes, and enhance user experience.

 

Key Components of the page:

  • Defaults:
    • Customer: Choose the default customer that shows up on the front of your system.
    • Warehouse: Choose default warehouse that shows up at the front of your session.
    • Branch: Choose default branch that shows up at the front of your session.
  • Touchscreen keyboard: Select option if you want to have a keyboard on the front system.
  • Table Management:
  • Send SMS after sale: Allow instant messages after a customer makes a sale.
  • Invoice size: Choose the default invoice for your receipts and invoices.
  • Payment Methods: Configure available payment options (e.g., cash, bank transfer, mobile money) that customers can use. This section allows the business to enable, disable, or add new payment methods based on customer preferences.

 

Custom Fields List

The page allows you to add unique, customizable fields to capture additional information relevant to their operations. This feature is beneficial for tailoring the POS to specific business requirements that aren’t covered by default fields, such as unique customer details, product attributes, or transaction-specific notes.

 

Key Components of the page:

  • Custom Field List: Displays all created custom fields with details like field name, type, location (e.g., products, customers, orders), and whether they are mandatory.
  • Add New Custom Field: Allows users to create custom fields by specifying:
    • Field Name: A unique name describing the information.
    • Field Type: Choose the field type, such as text, dropdown, date, checkbox, or number.
    • Placement: Select where the field appears in the system (e.g., product details, customer profile, order page).
    • Required Option: Mark fields as mandatory if needed, ensuring the data is captured at the time of entry.
    • Visibility option: Choose if you want the field to be visible on the table, invoice, or for admin only.
  • Edit/Delete Custom Fields: Options to update or delete existing custom fields, helping keep the field list current and relevant to operational needs.
  • Sort and Organize Fields: Arrange the order in which fields appear on forms or pages to improve workflow and data capture.