TABLE OF CONTENT

Step I Adding Product 2

Using User Interface 2
Manage Categories 2
Manage Products 3
Manage Variants 4
Using Import CSV File 4

Step II Input Opening Inventory 5

Using Import CSV File 5
Adjustment by Web Spreadsheet 5
Purchasing Inventory (Buy) 6
View Inventory 7

Step III Setup Outlet 8

Setup Receipt Template 8
Setup Quick Key 9
Adding Payment Method and Tax 10

Step IV Make Your First Sell 11

Sell with Cash Payment 11
Sell with Later Payment 12
Sell with Pending Delivery Items 13

Step V View Reports 14

Dashboard 14
Sales Reports 15
Purchase Reports 17

Frequently Asked Questions (FAQ) 18

Step I Adding Product

Create a item menu in Product section, after the product has been made, you or your
staff can make sales transactions in the sell menu.Andyouwillbeabletoseewhatitems
are selling in the report.

Using User Interface

You can create the product using user interface or using csv import, manually is
recommended if you have fewer than 30 items.

Manage Categories
Before making the product you can specify the product category, As in the following
step.
- Go to Product menu > Categories

- You can add Sub-Category

Manage Products
You can create new product and specify category product.
- Go to Product > Click A
dd

Manage Variants
Variants allow you to customize your product type that has more than one variant. For
example, if you have T-Shirt as an item, you can add variant size like, S, M, L, andXL
as variants.
- Go to Product > Click A
dd
- Complete the contents of the product data form and checklist Multiple Variants for
add variant.

Using Import CSV File

You can E
xport and I mport file Excel CSV for adding product.
- Go to Product > Click I mport
- Click D
ownload Sample

For more details you can go to the follow this page http://bit.ly/csv-import
Note : You can input opening inventory atthetimeofaddingproductUsingSpreadsheet
and fill in Inventory_(Name of Outlet) field.

Step II Input Opening Inventory

Opening Inventory can be done by using csv spreadsheet at Adding Product Using
Spreadsheet, or using adjustment and purchasing to supplier (Buy).

Using Import CSV File

You can inputopeninginventoryatthetimeofaddingproductUsingSpreadsheetandfill
in Inventory_(Name of Outlet) field.

Adjustment by Web Spreadsheet

Input first stock can be done use W
eb Spreadsheet on Adjustment Menu.

Purchasing Inventory (Buy)

Menu Buy used to make Purchase order to supplier.
- Go to Menu B
uy > Choose Outlet

View Inventory
You can view the latest stock reports in this menu.
- Go to Inventory > Detail

Step III Setup Outlet

Setup your outlet before making your sales transaction. Setup the receipt template,
payment method, and quick key.

Setup Receipt Template

Setup your print shop receipt, input address and info your outlet.
- Go to Outlet > Click B1 Receipt Template Column.

- Input Outlet name, Address and Contact Info for Receipt Template.

Setup Quick Key

You can setup favorite menu that will appear in sell menu.
- Go to Outlet > Click Outlet1_Keys Quick Key Template

- Setup Layout Quick Key Template

Adding Payment Method and Tax

Make payment method by customer during transaction, such as D
ebit Card or C
redit
Card and add the type of tax.
- Go to Setup > (tab) Payment / Tax > Click A
dd

- Input name of payment method / Tax

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Step IV Make Your First Sell

On this step your cashiercanalreadymakesalestransactionsaredividedintothreetypes
of transactions, sell with Cash, Later (Debt), or Delivery Items.

Sell with Cash Payment

You can make a sale with direct payment type. Ex. Cash, Debit Card, Credit Card, and
Other.
- Go to Sell > Choose Your Outlet
- Search product by name or using barcode scanner

- Choose Cash for payment method

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Sell with Later Payment

Allows sales by the method of payment of debt. In this method you must change the
payment status from Pending to Paid.
- Go to Sell > Select O
utlet
- If debt transaction, customer name must be filled
- Input product and Click Pay

- Monitor debt transactions in Menu Debt.

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Sell with Pending Delivery Items

Sales by this method allow goods sold through the shipping process,sothestockatthat
time has not decreased until the status of the goods is changed to Sent.
- Customer name must be filled
- Click Pay > More Menu > By Delivery

- Monitor Delivery transaction in Menu Orders

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Step V View Reports

Analyzing the report is very important for business owners,becausethedataisexpected
to report good business owner can analyze every way to increase the profits in the
company is managed. Our system is capable of displaying many reports such as
dashboard reports, sales reports, purchase reports and more.

Dashboard
After you login, you will be shown dashboard report from your company. In the
dashboard there is weekly sales, sales comparison today with this month, best sellerand
accounts payable.

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Sales Reports
Here are some types of sales reports in our system.

No Pages Description

1 Report Detail Sales Show sales detail transaction in specified period

2 Report Summary Sales Show selling summary in specified period

3 Report Best Seller Product Show list of best seller product

4 Report Top Customer Rank Show top customer rank

5 Report Top Customer in Age Rank Show top customer rank by age

6 Report Top Customer in Gender Show top customer rank in gender

Rank

7 Report Top Suppliers Show best seller product from supplier

8 Report Product Sales Show product sales

9 Report Sales Product Compare Show product sales by month

Group By Month

10 Report Sales Product By Outlet Show product sales by outlet

11 Report Category Sales in Table View Show sales of category product in table view

12 Report Category Sales in Chart Show sales of category product in chart view
View

13 Report Peak Hour in Chart View Show chart of peak hour sales

14 Report Peak Hour in Table View Show table of peak hour sales

15 Report Daily Sales in Chart View Show chart of amount daily sales

16 Report Daily Sales in Table View Show table of amount daily sales

17 Report Monthly Sales in Chart View Show chart of amount month sales

18 Report Monthly Sales in Table View Show table of amount month sales

19 Report Daily Sales Volume Show chart of total daily sales transaction

20 Report Monthly Sales Volume Show chart of total monthly sales transaction

21 Report Outlet Performance in Table Show table view of outlet performance

View

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22 Report Outlet Performance in Chart Show chart of outlet performance

View

23 Report Outlet Group Performance Show table of outlet group performance

24 Report Sales Person By Order Show sales of sales person by order

25 Report Sales Person By Item Show sales of sales person by Item

26 Report Sales By City Show sales by city

27 Report Sales By Type Show sales by type

28 Report Sales By Customer Group Show sales by customer group

29 Report Sales Group Performance Show sales group performance

30 Report Sales Tax Show tax report

31 Report Sales Total By Outlet Show total sales transaction by outlet

32 Report Variant Sales Show product from each invoices

33 Report Sales Product Aging Show Sales based on product aging

34 Report Sales Product Life Cycle Show last sold and last purchased product sales

35 Report Sales Product Profit Show sales product profit

36 Report Exchanged Sales Show return product from each invoices

37 Report Sales Variant Model Rank Show sales variant model product

38 Report Discounted Sales Show discount sales product in each invoices

39 Report Sales Non-Standard Price Show sales product which does not match with
beginning set price in product / Report by
pricebook

40 Report Sales Return Show sales return

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Purchase Reports
Berikut adalah beberapa jenis laporan penjualan di system kami

No Page Description

1 Report Detail Purchase Show purchase detail transaction in specified

period

2 Report Summary Purchase Show purchasing summary in specified period

3 Report Daily Purchase Show daily purchased transaction

4 Report Monthly Purchase Show monthly purchased transaction

5 Report Purchase Volume Show monthly purchase volume

6 Report Purchases by Product Show purchase by product

7 Report Product Purchase History Show product purchase history

8 Report Purchased Sales Report Show purchase sales report

9 Report Purchase Return Show purchase return

10 Report End Of Shift Show time closure register

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Frequently Asked Questions (FAQ)

Q : What can I access while I am in bad internet connection?
A : Yes, one of our features is offline order. DealPOS continues to work even when your
connection is offline. Once you visit our Point of Sale page, it is automatically cached in
your browserstoragesoyoucanvisititnexttimeevenwhenyoudonothaveanyInternet
connection available. During offline mode, all orders are stored locally in your browser
and will be uploaded the next time you go online. For next steps you can go to this link.
https://support.dealpos.com/hc/en-us/articles/115001419127-Working-Offline-Mode

Q : How to running sales and promotion using Price book ?

A : You can use Pricebook and follow the following this steps :
https://support.dealpos.com/hc/en-us/articles/115001462668-Pricebook

Q : I want to use DealPOS on a android Tablet, is it going to work for me ?

A : For now, we only support with android mobile tablet, link download app here :
https://play.google.com/store/apps/details?id=com.phonegap.dealposapp
For next steps you can go to this link :
https://support.dealpos.com/hc/en-us/articles/115005241987-Get-started-for-android-
apps

Q : Can i use point for customers?

A : Yes you can use loyalty point, If the seller wants to know its customers better, or
increase profit from recurring reservations. You can give your rewards points to
customers. Please follow this article for use loyalty point steps :
https://support.dealpos.com/hc/en-us/articles/115001466168-Member-Point-Loyalty-p
rogram-

Q : Is DealPOS compatible with my existing hardware ?

A : We recommend these peripherals as out best companion
https://www.dealpos.com/hardware

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