User guide

Access to operations 

• Sales - checkout allows the user to access sales over the web. To be active, however, the user must have access to the location and to the Web platform. Unlocks access to reports: Movement of goods (general), Movement of goods (detailed), Consumed component items, sales by item, Sales by item for period, Sale - customer return,

• Deliveries - checkout gives access to the Web for warehouse revenue.

• Scraps - web-only access for scrapping goods

• stocktake - unlocks access to the stocktake panel

• Transfers - unlocked for two or more locations and for user access

• Manufacturing – unlocks access to the manufacturing module. Creation of grouped items with the possibility of their monetization and sale. The system also generates the documents attached to the operation (only an administrator activates this role)

• disassembly - unlocks access to the disassembly module (only an administrator enables this role)

• Complete reversal – if selected the user will be able to complete reversal operations. Requires a POS restart.

• customer returns from customers - possibility to return goods from a customer. Start a reversal (Web only).

• Corrections to suppliers - ability to edit delivery

• Cash Register Commands - Unlocks a panel with the ability to issue cash register commands from the web. The cash register must be connected to POS and have an Internet connection (only an administrator activates this role)

• Return from an external sale - Access to a functionality that allows to make a customer return on a sale that does not appear in the software. (only an administrator activates this role)

• Add to sale

• Edit (delete operation) - Does not allow the user to delete or edit operations. 

• Margin of the item in the sale - Allows this user to monitor the margin of the item when it is included in a sale operation. 

Access to goods 

• Item List - Unlocks access to Item Lists. Possibility of editing

• Item groups - gives access to editable item groups

• Additional units of measurement – ​​When creating a new warehouse, the system sets two units: pcs (numerable) and kg (non-numerable). It is possible to create an indefinite amount of count and non-count units (only an administrator activates this role)

• Barcode groups – When creating a new warehouse, the customer has the option to enter one barcode for one item. The system allows the addition of more than one barcode per item. (only an administrator activates this role)

• Pricing rules - unlocks a loyalty system. Ability to add discounts based on certain criteria. See the pricing policy article on the blog.

• Online store - When API access is enabled, item nomenclatures are displayed here after synchronization with the online store.

• Recipe Access - Enables or disables a specific user from creating recipes.

Access to finance

• Income - Inactive at SUPTO. Ability to enter additional income into the system (only an administrator activates this role)

• Expenses - Inactive at SUPTO. Ability to enter additional costs into the system (only an administrator activates this role)

• Income Group – Inactive at SUPTO. Income grouping. (only an administrator activates this role)

• Expenditure group – Inactive at SUPTO. Grouping of expenses. (only an administrator activates this role)

• Invoices - List of invoices

• Cash operations – Inactive at SUPTO. Ability to keep a cash book. (only an administrator activates this role)

• Basis for PKO/RKO – Inactive at SUPTO. Issuance of warrants. (only an administrator activates this role)

• Collective invoice - The user has the possibility to create a collective invoice for operations - Sales and invoice to one business partner.

• Financial books (only an administrator activates this role)

Access to reports

• Site Inventory - Access to Inventory: Inventory report, Inventory by Site, and Inventory by Period

• Items with quantities below the minimum - List of items with quantities below the minimum . These quantities must be entered in items - additional data.

• Goods Movement - Unlocks two reports with information about an item, how it entered the warehouse at what price. What commercial operations have been carried out with it.

• Receivables and Payables - Unlocks access to the Receivables and Payables general and detailed report

• Finances - Access report movement on accounts

• Revenues - Revenues, Expenses and Profit must be enabled to access financial reports by users, cashiers, locations (only an administrator can enable this role)

• Expenses - see Income (only an administrator activates this role)

• Profit - View Revenue (only admin activates this role)

• Sales with price lower than delivered - Access to report

• Open Accounts - Unlocks access to open transactions report. Sales must be enabled.

• Items with a price lower than the purchase prices - unlocks access to a list of items with a sale price lower than the purchase prices.

• All Operator Reports List – Unlocks access to a report to all operator reports sent by the Quick Sales module

• Current RPM - Inactive

• Expired Batches – List of all batches and expired and home page widget

• Report by Operators – Unlocks the home page turnover by operators report, but must be given access in personal settings

• Account Balance - Inactive

• Reports FP - Inactive

• NRA reports - Unlocks access to all tables from item 15 to item 19 in Annex 29 of Regulation H-18

• Check In/Out - This role gives the user access to check in/out amounts.

• Sales report - customer returns - The role gives the user access to a list of customer returns

• Delivery report - return to supplier

• report of sent letters - Gives the user access to a report of sent letters to business partners.

• Item Sales Report - Gives the user access to an item sales report.

• report average prices for a period (only an administrator activates this role)

• report of quantities by lots - Access to report "Quantities by lots"

• Availability for previous days (only an administrator activates this role)

• NRA sales export - E-Shop (only an administrator activates this role)

• Batch quantity report by operations (only an administrator activates this role)

Access settings

• Users - Unlocks access to the users menu with the ability to edit and add

• Units of measure - list of units of measure. When creating a warehouse, the following are generated:

  • br – number

  • kg - not counted

                ->  (only an administrator activates this role)

• Tax groups - a list of tax groups in Bulgaria and the tax rates attached to them. (only an administrator activates this role)

• locations - unlocks a list of locations in the warehouse with the ability to add information about each one (only an administrator enables this role)

• Cashiers - unlocks a menu listing all physical and virtual cashiers in the warehouse

  • Unlocks report service entered and exited amounts (only an administrator activates this role)

• Types of transport - Unlocks a menu with the possibility of adding means of transport for more convenient filling of Inbound Control. (only an administrator activates this role)

• Bank Accounts – Gives access to a menu of bank accounts. If data is entered, it will be automatically filled in when creating documents.

• Storage Methods – Ability to add additional storage locations for items. (only an administrator activates this role)

• Payment methods - when creating a warehouse, three types of payment linked to a code in the cash register and one type without a code are generated. (only an administrator activates this role)

• Print server settings - setting up network fiscal printers (only an administrator activates this role)

• Documents - unlocks the ability to generate personal documents and change the visualization of invoices. (only an administrator activates this role)

• Document types - list of main documents (only an administrator activates this role)

• Manufacturers/Importers - gives access to an editable list of manufacturers. A field appears in additional data for an item in which they can be selected. They are then used in the inbound control log. (only an administrator activates this role)

• Additional Statuses - Adds one column in active cell lookups to each row. There is an option to enter these additional statuses manually by the user and then select them from a drop-down menu in (only an administrator enables this role)

• Types of grounds under VAT - unlocks access to a list of grounds under VAT that can be edited. (only an administrator activates this role)

• Counterparts - unlocks access to an editable list of customers and suppliers

• Company data - gives access to editable company data (only admin activates this role)

• System Settings - Unlocks access to invoice range configuration, export to accounting programs, shipping charges, default shipping and sales documents, discount accrual, configure barcode generator starting number, time zones and date and time format, and enter number of days to generate certain reporting statements. (only an administrator activates this role)

• Personal settings – customization of widgets on the home page, setting of the main payment methods by locations (only an administrator activates this role)

• Subscription - information about paid fees and terms of activation of the storage facility

• Batches – Enables batch processing. Upon delivery, fields for filling appear, and in the items a marker with which the user chooses whether the item will use batch numbers and expiration dates will be entered

• Bulmar settings – opens a menu with the possibility to enter data in order to generate a file for import to accounting products of Creston Bulmar OOD.

• Online store settings - when access to the API is enabled, a menu opens with the possibility of entering data in order to perform integration with other software.

• system_api – gives access to the API

• Repayment - The role allows the user to partially repay a product by operation - sale.

• Notifications - User will receive notifications 

• Premises - Through this role, the user will have access to create and view the created Premises.

• Booths - User will be able to create booths (only an admin activates this role)

• Pos menu (only an administrator activates this role)

• Pos ads (only an administrator activates this role)

Sales

• Change Selling Price - Unlocks the ability to change the price of an item during a sale.

• Discount Accrual – unlocks the ability to enter sales discounts. A value must be entered in additional user data to use the maximum discount rate.

• Allow sell below purchase cost (only an administrator enables this role)

• Delete items - possibility to delete marked items in the post before the operation is finalized.

• Allowed to print a note when finalizing a transaction - on the web hide or show a PRINT button to finalize a sale.

• Web Admin – When enabled, the user will see all web operations. When not active, only the operations made by the user..

POS

• FP report by date - unlocks a button to run monthly and annual reports from the post office through the cash register

• Access to the Internet platform - transfers to the Web part

• POS Administrator - ability for the user to initially download the database

• Delete Unprinted Items - Unlocks the ability for the user to delete items that have not been sent to the non-fiscal printer

• Moving accounts - the ability to transfer and split an account

• Cashier Report - Unlocks a button with a user report and the ability to send it to the web

• Cashier reporting 2 - detailed information on the sales made and overview of the report in the POS menu.

• Editing a POS operation in the WEB - gives the user the right to edit a started operation in the POS through the WEB platform with his access data.

• Working with Open Accounts - gives rights to work with Open Accounts in the POS application.

• Turnover by stands - gives the user the right to monitor the turnover made by created stands.

• Turnover at booths all cashiers - gives the user rights to track the turnover of all users who performed operations through booths.

• Import operation from POS - gives an option to the user through which he can upload a file from the POS application to I-Cash with uncashed operations. (only an administrator activates this role)

Import / Export

• Import of items - possibility to enter a nomenclature of items from a .csv or excel file

• Import of business partners – possibility to import business partners from an excel file

• Import recipes (only an administrator enables this role)

• Export recipes (only an administrator enables this role)

• Operation import templates - gives rights to the user to prepare a template, with the necessary columns for him to import (only an administrator activates this role)

• Export of items - ability to export items to an excel file (only for active/paid business accounts) (only an administrator activates this role)

• Export of business partners - possibility to export business partners in an Excel file (only for active/paid business accounts) (only an administrator activates this role)

Lot

• Negative Batch Reset - Unlocks access to negative batch reset functionality (only an administrator enables this role)

Transfer

• Access to the other warehouses - Gives the user the right to perform a "Transfer" operation in and from all locations of the warehouse. (only an administrator activates this role)