### Dashboard

The admin is provided with:

- A highlight of
  - Total sales
  - Total expenses
  - Net profit
  - Due
- A summary of sales and purchase
- A summary of the top selling products
- A summary of the recent sales
- A summary of the company stock
- A summary of the customers

###### Possible actions from the dashboard

- Jump to the POS menu
- Filter the highlights
- Filter the Sales & Purchase
- View the recent sales in further detail
- View the invoice list
- View the stock data
- View the customer list

#### Product

##### Product list

The columns provided in the product list are as follows:

- Product name (along with a thumbnail)
- Product group (if any)
- Product type (single or variant)
- Number of variants (if its a variant product)
- Product status
- Selling price

* Clicking on the product's name will redirect the user to the product details page

Actions available on products are:

- Edit
- Activate/Deactive
- View stock overview
- Delete

* These actions can also be performed on product variants

##### Product details

As the name suggests, this page provides the user with a detailed summary of a product

The product details the user will be shown are:

- The associated images of the product
- The product specifications
- The product's variants, given that the product is of the variant type
- And other item details

Actions available on stocks are:

- Show stock overview
- Stock adjust

Stocks are added to the system by adding lots

##### Add product

This sub-module is a form that is used to register products into the system.

The required form fields are:

- Name
- Selling price
- UPC (is auto-generated for single products)

##### Groups

Users can make use of the features provided in this sub-module to group products registered in the system.

The columns provided in the group list are as follows:

- Group name
- Total items in the group
- The provided description

Actions available on groups are:

- Edit
- Delete

Groups are registered into the system using the group modal.

##### Categories

Users can make use of the features provided in this sub-module to categorize the products in the system by creating distinct categories.

The columns provided in the category list are as follows:

- Category name
- Sub-category expandable column
- Category description
- Current category status

Actions available on categories are:

- Edit
- Add a sub-category
- Activate/De-activate
- Delete

Categories are registered into the system using the category modal.

Actions available on respective sub-categories are:

- Edit
- Delete

##### Brands

Users can make use of the features provided in this sub-module to add product brands into the system.

The columns provided in the brand list are as follows:

- Name (along with a thumbnail)
- The provided description

Actions available on brands are:

- Edit
- Delete

Brands are registered into the system using the brand modal.

##### Variant attributes

Users can make use of the features provided in this sub-module to register variant attributes in the system to create product variants.

The columns provided in the variant attributes list are as follows:

- Name
- The variations chips

Actions available on variant attributes are:

- Edit
- Delete

Variant attributes are registered into the system using the variant attributes modal.

##### Units

Users can make use of the features provided in this sub-module to add units for measurement purposes later.

The columns provided in the units list are as follows:

- Name
- Status

Actions available on units are:

- Edit
- Activate/De-activate
- Delete

Units are registered into the system using the units modal.

#### Inventory

##### Stock

Users can make use of the features provided in this sub-module to view, adjust and add lots into the system

The columns provided in the stock list are as follows:

- Names of the products in stock (along with a thumbnail)
- Quantity
- Branch/Warehouse name
- Average purchase price
- Selling price
- Brand
- Category

Actions available on stocks are:

- Show stock overview
- Stock adjust

Stocks are added to the system by adding lots

##### Stock overview

This page provides the user with the stock details of the respective product.

The pieces of stock information the user is exposed to are as follows:

- Store
- Stock quantity
- Last update

Actions available on available product stocks are:

- Request for internal transfer (opens the internal transfer modal)

##### Add lot

This form is used to enter the product lots into the system inventory

The required form fields are:

- Supplier
- Purchase status

##### Manage lot

Users can make use of the features provided in this sub-module to regulate the lot added in the system

The columns provided in the lot list are as follows:

- The added date
- Branch/Warehouse name
- Lot reference number
- Supplier
- Total unit
- Lot status

Actions available on lots are:

- View
- Delete

Lots are added to the system by filling the add lot form

##### Stock adjustment

Users can make use of the features provided in this sub-module to adjust the stock quantities present in the system inventory

The columns provided in the stock adjustment list are as follows:

- The date of the adjustment
- Reference no
- Branch/Warehouse name
- Created by
- The adjusted quantity

Actions available on stock adjustments are:

- Delete

Stocks adjustments are added to the system by using the stock modal.

##### Import stock

Users can upload existing csv file to bulk add stock data into the system

##### Print barcode

Users can make use of the features provided in this sub-module to print barcodes of products in the system inventory

##### Print QR code

Print QR code

Much like barcodes, users can make use of the features provided in this sub-module to print barcodes of products in the system inventory

##### Internal transfer

Users can make use of the features provided in this sub-module to transfer stock across registered branches and/or warehouses.

The columns provided in the internal transfer list are as follows:

- Transfer date
- Quantity
- Reference number
- Warehouse/store from
- Warehouse/store to
- Status

Actions available on internal transfers are:

- Edit
- Activate/De-activate
- Delete

Internal transfers are added to the system by using the internal transfer modal.

#### POS

##### Sales view

The application POS menu

Users (namely the cashier) can make use of the features provided in this sub-module to make sales and create invoices

Actions available on the sales view section are:

- Making payment
- Printing invoices before and after the payment
- Holding orders

##### Returns

Users can make use of the features provided in this sub-module to manage sale returns

The columns provided in the return list are as follows:

- Invoice number
- Branch/Warehouse names
- Reference number
- Biller
- Return type
- Customer
- Total paid

Actions available on returns are:

- View

Returns are added into the system using the return modal.

##### Invoice

Users can make use of the features provided in this sub-module to view and print sales and invoices respectively.

The columns provided in the invoice list are as follows:

- Invoice number
- Branch/Warehouse names
- Biller
- Customer
- Paid amount
- Due amount
- Sub-total
- Status

Actions available on returns are:

- View

Invoices are added into the system from the POS menu the return modal.

Invoice details can be viewed and printed from the read-only invoice modal

#### Expense

##### Expenses

Users can make use of the features provided in this sub-module to register company expenses registered in the system.

The columns provided in the group list are as follows:

- Name
- Area of expense
- Branch/Warehouse
- Amount
- Expense date
- Description
- Attachments

Actions available on expenses are:

- Edit
- Delete

Expenses are registered into the system using the expense modal.

##### Area of expense

Users can make use of the features provided in this sub-module to register area of expenses to group with expenses later.

The columns provided in the expense area list are as follows:

- Name
- Description
- Amount
- Add to report

Actions available on expense areas are:

- Edit
- Delete

Expense areas are registered into the system using the expense area modal.

#### Contacts

##### Customers

Users can make use of the features provided in this sub-module to register customers into the system

The columns provided in the customers list are as follows:

- Image
- Name (clicking it will take the user to the customer detailspage)
- Emails
- Phone numbers

Actions available on customers are:

- Edit
- Delete

Customers are registered into the system using the customers modal.

##### Customer details

This page gives a detailed preview of the customer

The information tabs provided in the details page are as follows:

- Personal Info
- Address
- Order list

##### Customer groups

Users can make use of the features provided in this sub-module to register distinct customer groups into the system to associate with customer later.

The columns provided in the customer group list are as follows:

- Name
- Default status

Actions available on customers are:

- Edit
- Delete

Customer groups are registered into the system using the customer group modal.

##### Suppliers

Users can make use of the features provided in this sub-module to register suppliers into the system

The columns provided in the supplier list are as follows:

- Image
- Name (clicking it will take the user to the supplier detailspage)
- Phone numbers
- Emails
- Address
- Status

Actions available on suppliers are:

- Edit
- Delete

Suppliers are registered into the system using the suppliers modal.

##### Supplier details

This page gives a detailed preview of the supplier

The information tabs provided in the details page are as follows:

- Personal Info
- Address

#### Reports

##### The following are the reports of various aspects of the business

Sales report

Cash counter

Sales return report

Top selling products

Lot report

Product stock report

Branch/warehouse

Profit loss

User report

Expense report

Supplier report

Customer report

#### User & Roles

The admin user can make use of the features provided in this sub-module to register other users with distinct roles according to their responsibilities in the company

Actions available on users are:

- Edit
- Delete
- Activate/De-activate
- Manage roles

Actions available on roles are:

- Edit
- Delete
- Manage users

User are registered into the system using the invite users modal.

Roles are managed into the system using the roles modal.

#### App settings

##### Tax management

Users can make use of the features provided in this sub-module to manage tax details throughout the system.

The columns provided in the tax list are as follows:

- Name
- Type
- Percentage
- Group by
- Default status

Actions available on taxes are:

- Edit
- Make default
- Delete

Taxes are registered into the system using the tax modal.

##### Branch & Warehouses

Users can make use of the features provided in this sub-module to register company branches and warehouses

The columns provided in the branch and warehouse list are as follows:

- Name
- Type
- Manager
- Location
- Default status

Actions available on branches warehouses are:

- Edit

Branches and/or warehouses are registered into the system using their respective modals.

##### Discount

Users can make use of the features provided in this sub-module to register product discounts in the system.

The columns provided in the discount list are as follows:

- Discount name
- Discount type
- Type
- Amount
- Total products
- Start at
- End at
- Note
- Status

Actions available on discounts are:

- Edit
- Activate/De-activate
- Delete

Discounts are registered into the system using the discount modal.

##### POS Settings

Users provided with options to customize the application POS behaviour to fit their needs in this settings page.

The user can customize:

- Payment methods
- The invoice template
- Sales invoice setup
- Return invoice setup
- Counter

##### Payment methods

Users can make use of the features provided in this sub-module to register payments methods in the system.

The columns provided in the discount list are as follows:

- Name
- Status
- Created by
- Default
- Available to client
- Rounded to

Actions available on payment methods are:

- Edit

Payment methods are registered into the system using the payment method modal.

##### Invoice templates

Users can make use of the features provided in this sub-module to register invoice templates in the system.

The columns provided in the discount list are as follows:

- Name
- Type
- Default status

Actions available on invoice templates are:

- Edit

Invoice templates are registered into the system using the invoice template modal.

##### Sale invoice setup

Users can make use of the features provided in this sub-module to configure the sale invoice format.

##### Return invoice setup

Users can make use of the features provided in this sub-module to configure the return invoice format.

##### Cash counters

Users can make use of the features provided in this sub-module to create cash counters in the system.

The columns provided in the cash counter list are as follows:

- Name
- Branch
- Created by
- Status

Actions available on cash counters are:

- Delete
- Edit

Cash counters are registered into the system using the cash counter modal.