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Posted on 2022-12-01

Any contact can be supplier, Customer or Both (Supplier & Customers)Adding Suppliers & CustomersGo to Contacts -> Suppliers or CustomerClick on add new contact. Select contact type – Supplier/Customer/BothBased on the contact type selected –  it will show the relevant fields. Fill the relevant details.Click on More More Information button to s...

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Adding Opening Balance & Payment

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Posted on 2022-12-01

Opening balance:Opening balance is the balance contact (customer or supplier) have at the beginning of using the software.Suppose you’re shifting the data from another software to relitePOS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you.Opening balance for customer = Amount t...

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Customer & Supplier Ledger

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Posted on 2022-11-22

To view customer or supplier ledgerGo to Contacts -> Supplier/Customer and click on actions button.In that  you will be able to see Ledger for the customer or supplier.You can select a date-range and use the checkbox filters to show/hide certain transaction type.Adding Discount for Customer/Supplier on Balance due:Discount for balance due amou...

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Using Commission Agent Feature

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Posted on 2022-11-21

Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring.Enabling & Choosing Commission Agent Type:By default Commission Agent is Disabled. You can enable it from Settings -> Business Settings -> Sales. Sales Commission Agent drop-down.You will see 3 different types:Logged ...

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Role Management

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Posted on 2022-11-21

Adding RolesUser Management -> Roles -> Add RoleEvery new business comes with some default roles – Admin & Cashier.Admin have all permissions in the application.Cashier have permission to only POS section.You can create a role by clicking on Add button -> Giving a role name and then selecting the appropriate permission for that role.Sometime y...

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Posted on 2022-11-21

Adding usersUser Management -> Users -> Add NewFill the user details, select user role, give a unique username.Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission agent feature is enabled. (Not available in relitePOS-LITE)Is active?: Activate/Deactivate the user.You can edit/delet...

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Posted on 2022-11-21

relitePOS comes with the option to handle multiple business locations or Warehouse or Storefronts for your business.A default location is added to the newly created business.Invoice Scheme: Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing invoice schemes. But having different invoice sch...

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Registering your Business in relitePOS

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Posted on 2022-11-21

Click on register business link on the welcome page.Registering business involves multiple steps; Business Details, Tax details, and Owner details.Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses.Tax Details: You...

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