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7. Customer Management Module
Adding a New Customer
Step-by-step Instructions: From the main sidebar navigation, click on Customers. Select Customer from the sub-menu. Click the Add Customer button. ...
Managing Customer Tiers
Step-by-step Instructions: From the main sidebar navigation, click on Customers. Select Tier from the sub-menu. Click Add Tier to create a new tier, ...
Managing Customer Tags
Step-by-step Instructions: From the main sidebar navigation, click on Customers. Select Tag from the sub-menu. Click Add Tag to create a new tag, or ...
8. Supplier Management Module
Adding a New Supplier
Step-by-step Instructions: From the main sidebar navigation, click on Suppliers. Select Supplier from the sub-menu. Click the Add Supplier button. ...
Managing Supplier Tiers
Step-by-step Instructions: From the main sidebar navigation, click on Suppliers. Select Tier from the sub-menu. Click Add Tier to create a new tier, ...
Managing Supplier Tags
Step-by-step Instructions: From the main sidebar navigation, click on Suppliers. Select Tag from the sub-menu. Click Add Tag to create a new tag, or ...
9. User Management & Roles
Adding a New User
Step-by-step Instructions: From the main sidebar navigation, click on Users. Select User from the sub-menu. Click the Add User button. ...
Managing User Roles and Permissions
This is a critical feature that allows administrators to define granular access controls for different user roles. Step-by-step Instructions: From the main sidebar navigatio...
10. Setup & Configuration
Configuring Store Information
Step-by-step Instructions: From the main sidebar navigation, click on Setup. Select Store Management from the sub-menu. Update social media links, we...
Managing Outlets
Step-by-step Instructions: From the main sidebar navigation, click on Setup. Select Outlet Management from the sub-menu. Click Add Outlet to create a...
Managing Tax Rates
Step-by-step Instructions: From the main sidebar navigation, click on Setup. Select Tax from the sub-menu. Click Add Tax to define a new tax rate, or...
11. Reports & Analytics
Accessing Sales Reports
Step-by-step Instructions: From the main sidebar navigation, click on Reporting. Select Sales from the sub-menu. Choose the desired report tab (e.g.,...
Key Report Metrics
Metric Description Sales (Inc. Tax) Total sales revenue including applicable taxes ...