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Contacts Management (Supplier & Customers)
0 Out of 1 Found HelpfulAny 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...
Read MoreAdding Opening Balance & Payment
0 Out of 1 Found HelpfulOpening 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...
Read MoreTo 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...
Read MoreUsing Commission Agent Feature
0 Out of 1 Found HelpfulCommission 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 ...
Read MoreAdding 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...
Read MoreAdding User & Assigning Location to a User
0 Out of 1 Found HelpfulAdding 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...
Read MoreSetting Business Multiple Locations or Warehouse or Storefronts
1 Out of 1 Found HelpfulrelitePOS 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...
Read MoreRegistering your Business in relitePOS
0 Out of 1 Found HelpfulClick 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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