User guide

In "Personal settings" you can configure the following:
1. Main location
- When selecting "Main location", you set your warehouse to select the location you specified when creating any operation.

2. Default payment method
- You choose the payment method you want to be updated first with each newly created operation.

3. Checkbox to adjust settings:

• Always go in quantities
  (This setting moves the cursor to the quantity field automatically after you have selected an item)

• Always show "Price with VAT" column in the sale

• Enter the amount automatically when paying in cash

• Alphabetical search order  

4. Delimiter when exporting:
- Whether it should be with a period or a comma

5. Electronic receipt
- This checker exists only for business accounts that operate an online store. Through this option, you can issue electronic receipts.

Home screen windows

! All windows are visualized in "Start"!

1. Operations started
   - Through this window, you will be able to track any unfinished operation such as Sale, Delivery, write-off, stocktake, Transfer or Production.
   You can select the unfinished operation and continue it from where you left off.

2. Search for a document by barcode
   - Generated invoices in your warehouse have a barcode, through which you can search for an operation on it.

3. Business partner profile
   - You can search for a business partner by name, EIC or barcode.
   The report opens a file for all payments made by or to the business partner, as well as issued documents related to it.

4. Recent operations
   - report of last created operations, which is visualized by selecting "Operations"

5. Overdue payments
   - Indicates overdue payments on sales or supplies.

6. Goods with quantities below the minimum
   - report for all goods marked with a "minimum quantity" which, when reached, will trigger an alarm in the specified window.

7. Expired items

8. Items with a current sale price lower than the delivered price
   - If by chance when creating the items you made a mistake over time to enter a lower selling price of the items than their delivery, this window will show you this information.

9. Sales made at a lower selling price than the purchase prices
   -This report will tell you if you have created a sale in which you have included items sold for less than the purchase prices.

10. Turnover by operators

11. Account balance
    - report of amounts available to date on all your bank accounts, fiscal devices and virtual cash registers.