User Guide for the POS System

Welcome to Your POS System! Our POS (Point-of-Sale) system is designed to simplify your business operations while providing powerful tools for managing sales, inventory, and analytics. This guide will help you navigate the system with ease and utilize its features to their full potential.

Table of Contents

  1. Logging In
  2. Dashboard Overview
  3. Managing Products
  4. Recording Sales
  5. Managing Tabs
  6. Analytics and Reports
  7. Subscription Plans
  8. Support

1. Logging In

  1. Access the Login Page: Open the system in your browser and navigate to the login page.
  2. Enter Your Credentials: Input your username and password.
  3. Login: Click the Login button to proceed.
  4. Forgot Password: If you forget your password, click the Forgot Password link, and follow the instructions to reset it. Ensure your email address is registered in the system.

2. Dashboard Overview

The dashboard is your starting point after logging in. It provides a high-level overview of your system's performance and quick access to important features.

Key Metrics:

How to Navigate the Dashboard

  1. Review Metrics: Get a snapshot of your company's performance.
  2. Access Features: Use the menu or buttons to navigate to desired sections like products, tabs, or analytics.
  3. Update Settings: Use the admin options to customize the system as needed.

3. Managing Products

How to Add Products

  1. Navigate to the Products page.
  2. Click Add Product
  3. Fill in the required fields:
    • Product Name: Enter the name of the product.
    • Price: Specify the selling price.
    • Description: Provide details about the product.
    • Stock Quantity: Indicate the available stock.
  4. Optionally, scan a barcode using the Scan Barcode feature.
  5. Click Submit to save the product.

How to Update or Delete Products

  1. Find the product in the Current Products table.
  2. Click the Edit or Delete button under the Action column.
  3. For updates, make the necessary changes and save them.

4. Recording Sales

How to Record a Sale

  1. Navigate to Teller Sales
  2. Enter the Product ID and Quantity
  3. The system calculates the total price automatically.
  4. Click Record Sale to complete the transaction.
  5. To manage ongoing transactions, review the Current Sale section.

Tips for Efficient Sales Recording

5. Managing Tabs

How to Create a New Tab

  1. Navigate to Manage Tabs
  2. Enter the client's name under Create Tab.
  3. Click Submit to create the tab.

How to Add to a Tab

  1. Search for the tab by client name or tab ID.
  2. Enter the Product ID and Quantity to add items.
  3. Save the changes to update the tab.

How to Search for Tabs

  1. Use the search bar in the Manage Tabs section.
  2. Enter the client name or tab ID.
  3. View or edit the tab details as needed.

6. Analytics and Reports

How to View Analytics

  1. Navigate to the Analytics section.
  2. Choose a timeframe: Daily, Weekly, Monthly, or Yearly
  3. Review key metrics like:
    • Current Stock Levels: Displays quantities of all products.
    • Top-Selling Products: Shows products with the highest sales.

Custom Reports

  1. Use advanced filters to generate custom analytics reports.
  2. Export data to CSV for further analysis if needed.

7. Subscription Plans

Monthly Plan (R120/month)

  • Advanced dashboard with real-time updates
  • Unlimited product management
  • Advanced analytics and custom reports
  • Unlimited client management
  • Advanced sales and invoice tracking
  • Advanced inventory management
  • Advanced POS interface
  • 24/7 priority support

Annual Plan (R800 first year)

  • Includes all features from the monthly plan
  • Costs R1200/year thereafter
  • Best value with additional priority support

To subscribe, go to the Our Software page and select your preferred plan.

8. Support

Contact Support

  1. Visit the Contact Us section on the website.
  2. Call or email our support team for help.
  3. Annual subscribers receive 24/7 priority support.

Conclusion

By following this detailed guide, you can fully leverage the features of our POS system to optimize your business operations. If you need further assistance, feel free to reach out to our support team for personalized help.

Thank you for choosing our POS system!