What are the first steps in using I-CASH?
I-CASH is cloud-based retail software designed to make running your business easier. It lets you track your sales, deliveries and profit.
One of the questions we hear most often is: what are the first steps when working with I-CASH Retail Software?
Step I: Create an item database
First, for your inventory account to function, you need to create an item database. This is done in two consecutive stages – creating item groups and their items.
Creating an item group.
Item groups categorize your items according to criteria you define. If you have a grocery store, you can create a “dairy products” item group.
Watch the following video to see how to create an item group: Creating an item group
Creating items
Once you have created the desired item groups, you can create items. As you use I-CASH retail software, you will discover other ways to create an item. We recommend starting with the main method.
I-CASH is flexible software that lets you manufacture items or create an item from a recipe at the time of sale. More information about these items is available in our guide.
If you do not wish to create an item database using the steps above, you can also import one: Importing an item database.
Create a business partner database
Business partners are your suppliers and customers. Before starting actual work with the software, we recommend creating a partner database to make subsequent work easier.
Here, too, you can import a database of business partners: Importing business partners.
Nevertheless, for your convenience, I-CASH allows you to create a business partner during a sale, both in the quick sales module and in the web platform.
Receive your goods through a purchase
Once you have created an item database and a directory of business partners, you can start working. If you want to track warehouse activity accurately, you must record your deliveries. We have often highlighted the benefits of precise inventory tracking.
Recording a purchase through the I-CASH Retail Software web platform
Sale
After completing the steps above, it is time for the long-awaited moment – the sale!
I-CASH Retail Software consists of two modules – a web platform, which we have used so far, and a quick sales module (POS).
Communication between peripheral devices, including the cash register, and the retail software takes place through the quick sales module. It runs on Windows and Android.
Once POS is installed, it is time to establish communication with a fiscal device.
Communication can be established with a device supporting Windows operating system, as well as devices supporting Android operating system.
After successfully configuring a fiscal device, you can make cash sales both in the quick sales module, as well as in the web platform.
Of course, sales are not limited to cash payments. You can choose from various payment methods – by bank transfer without communication with the cash register; cash on delivery; digital wallet (QR code), and more.
Completing these four basic steps is sufficient to start working with I-CASH retail software.
The software offers many more features beyond these operations. You can view reports, carry out stocktaking, write off goods, process returns and much more. More detailed information can be found in our guide.
If you have not registered yet, you can follow these four easy steps and receive one month's free access at:
If you have questions, please contact our team:
- +359 899 991 288
- +359 887 701 224
- support@icash.bg
