This login section is an explanatory text on using the key to unlock a golden box that can improve your business!
First, you must enter your created username or email id and password to log in to posnic.
This is how you can reset your forgotten password using this option. Follow the steps below.
Step 1 :First, click on the Forgot Password option. Then enter the mail ID given during installation and click the Get Password button.
Step 2 :A link from our server will be sent to your email address, where you must select the change password button.
Step 3 :Enter the new password in the change password list and select the update password button.
This option lets you know various highlights of your business, like daily happenings, stock notifications, product status, etc. Let's see a little explanation about this.
Top Bar :This top bar can view the user's details using the software, change the user's password, and view profile details options. This section can alert you if your business is running low on stock, change the language of your software, and quickly add anything new(user, sale, customer, purchase, etc) to your business.
Sales transactions :Through this section, you can see the different sales levels that are active in your business daily. In this way, we can evaluate the company's performance by knowing the total sales, purchases, return, and pending sales that have occurred in the current year.
Payment Modes :You can use these payment methods to keep track of transactions made through various modes, including cash, credit cards, checks, and balances.
Pending Payment Sales :This section helps to know the details of pending sale items.
Best Selling Products :This section details the top five best-selling products consumers frequently purchase during the current year in the business.
Top Performer :Which of the created users has the best performance in sales (no of sales, sales amount)will display their details in this section.
Sales & Purchase History :This section shows the sales and purchase details of the business from the date the user registered in the software to the current date, every month and every year separately.
This section can be used to sell your business's products, view details of sales, copy sales price lists when needed, etc.
Add sale section will display all items. By clicking on an article on the screen, you can move it to the cart or checkout tables. This way, you can sell your items using payment methods.
Use the search function to find items by name, SKU, or barcode and add them to your table or cart for faster and more efficient shopping.
You can add an unlisted item to the sale and choose the customer's name. It won't appear in the inventory.
+ ( or ) - Button
The plus and minus buttons can increase or decrease the item quantity. If you don't need an item, you can remove it.
Please use this section to choose your sales payment methods (Cash, card, cheque).
If you have difficulty searching for an item, selecting a category will display the items by type in this section.
The recent sales menu displays current sales and allows for correcting already sold items.
The sales view will display the sales list and special features like new, return, print, and edit sales available in sales history.
If you click the view button, it will display the sales details.
- If you click the edit button, it will display the edited sales item detail in the list table. Then you can edit the sale details.
Click on the "Return" button to initiate the return process. You can choose to return a specific item or all items in your order.
Clicking the PDF button will download the sales item details in PDF format. Automatically convert it into PDF format.
If you click the print button, it will print the sale details.
The delete button was clicked. It will remove the sales item details.
All details like sale, item, purchase, edit, and return will be available here.
If you click the view button, it will display the details of Stock Log Details.
The "delete" button was clicked, which will remove the inventory details.
This section is used to add, delete and make changes to the sale items in the software.
To create a new item, provide its name, SKU, and barcode details. Select a supplier, category, and branch. Fill in price details and quantity. Specify its position in the sale and save.
The item list displays all the items and provides a view, edit, clone, and delete facilities. These features are briefly explained as follows.
To view an item's barcode, click the item options button in the item history and select the item barcode button.
This section creates an item like a copy of another item. To use this, click the item option button in the item history and choose the clone item.
To view the item's details, click the item option button in the item history and choose the view button.
To edit the item's details, click the item option button in the item history and select the edit item button.
To delete an item, click the item option button in the item history and select the delete button.
This section is used to add, update, delete, and add discounts for item categories.
To create a new category, click the New button in the category history, enter the category details, and click the Save button.
To view the category details, click the category option button in the category history and select the view category button.
Activities:Activities: This section displays the products sold by category and their details.
To edit the details of a category, click on the category option button in the category list and choose the edit category button. Then enter the details and click on the update button.
To delete the category details, click on the category option button in the category list and select the delete button.
In the section, you can add, update, and delete details of suppliers who sell products to the business.
Add New Supplier
To create a new supplier, click on the new button in the supplier history and fill in the details of the supplier, like the name, phone, email, city, etc., then click on the save button and add the supplier details.
You can edit, view and delete the particular supplier detail in the supplier detail List.
To view the supplier details, click the supplier option button in the supplier list and select the view button.
Activities : This section displays the products sold by the supplier along with their details.
To edit the details of a supplier, click on the supplier option button in the supplier list and choose the edit button. Edit the details and then click update.
To delete the supplier details, click the supplier option button in the supplier list and select the delete button.
In this purchase area, you can purchase, update, return, view, and delete items required for business.
To add a new purchase item, click on New Sale on the left side and enter the supplier name. Then enter any product names, barcodes, or SKUs to be purchased in the search box and select the item. Then, after completing the purchase details, click on the Save button.
Qty Increase(+) and Decrease(-) Button
The plus and minus buttons can increase or decrease the item quantity. If you don't need the item, you can remove it.
Payment Mode for Receiving
This section is used to modify payment methods like cash, cheque, and credit card.
Here you can edit, view, receive items, return items, and delete purchases in the purchase list.
To see the purchase details, click the purchase option button in the purchase list and select the view button.
To edit the purchase details, click on the purchase option button in the purchase list and choose the edit button.
To return the purchased items, click on the options button in the purchase list and select the return button, then correct the item to be returned and click on the return button.
To get the purchase details in pdf format, click on the options button of purchased items in purchase list and select the pdf button.
To print the purchase details, click on the options button of purchased items in the purchase list and select the print button.
The delete button was clicked. It will remove the sales item detail.
In this, you can add, update, and delete details of business customers.
Add New Customer
If you want to create a new customer, click on the new button in customer history and, enter customer details, then click on the save button.
You can find a list of customers who have sales in this area. In this, you can add, update, view, delete, etc., details of customers.
To view details of customers, click on the customer option button in customer list and select the view button.
Activities : This section displays the products purchased by the customer along with their details.
To edit customer details, click the customer option button in customer list and select the edit button. After changing details, click the update button.
To delete customer details, click the customer option button in customer list and select the delete button. Then deleted details can be seen in customer history.
This menu is Used to show the customer details with a separate window. This Selected Customer Purchased item details will show the total amount, discount amount, etc.
Reports are generated customizable reports that compare many kinds of business data, and Reports typically display many different types of information for a defined period.
Quick Sale Reports
The Quick Sale Reports section will display the Daily, Weekly, Monthly, and Yearly Sale reports.
The Sale Reports section will display Detailed Sales, Instant Sales, Summary Details, and Graphical Details.
The Purchase Reports section will display the Purchase Details, Graphical Details.
The item report section shows how many of each item have been sold and how many have been sold graphically and in reports.
This section displays customer purchase and return data, along with a graph that illustrates purchases made on different days of the week.
The Supplier Reports section will display the Supplier Details, Supplier Based Product, Supplier Based Sale, and Top 5 Suppliers.
Use this report to see how many products were sold in each category, the total revenue, and profit made. It also displays the number of items sold for each product in the category.
- With this user report, you can track the sales, total amount, and profit per user. Additionally, it displays user activity levels and day-wise sales.
The payment report section shows the total amount collected from sales and refunds for each payment category. The log and graph also display the transaction details for purchases and chargebacks.
In the Tax Reports section, the details of the tax are displayed.
Cash Register Reports
Use this cash register statement to aggregate cash variances in the cash register.
The Pending Reports section will display the Pending Sale Details, Pending Customer Details, and Pending Supplier Details.
Return Sale : In this return sale section, you can find all information about returned goods, customers, suppliers, etc.
Return purchase : In this section, you will find comprehensive information about returns, including details about returned goods, payment methods, and suppliers.
This section of the expense report will display other sales-related expenses with complete details.
You can add, remove and modify new config in your branch using this store structure.
Branch/Outlet Info :
- You can add or update the personal branch detail like store name, store owner, telephone, mail, currency, place, country, state, etc...
- You can change the date format and update the country and state.
- You can update the country and state.
- You can change the currency and time zone.
- If you want to print, you must give the store address in the printing address
- You can set the regular customer and supplier in a standard setting to default. It can save you time.
- You Can set the prefix to check the ID during sales and purchases.
- You can set the discount amount or discount percentage process.
- Exclusive tax and exclusive discount would be helpful here.
- If your country is India, you can choose to enable the option. Otherwise, you can turn off the GST option.
- Tax percentages will be set automatically according to the country.
- There are many features will available here.
If you select the stock log check box, you can add the sale inventory. Otherwise, no need to add sale inventory.
Selecting the track inventory check box will set the item available quantity to add inventory report.
The sales balance display will show how much balance amount needs to be returned to the customer.
You can use the touch keyboard for sales using the display screen option. It will be easy to work.
This option will automatically take you to the print section after each sale.
Selecting the enable or disable option to print the customer detail during sales will be helpful.
Round Off Totals
It will be helpful to round off the total amount.
This option is helpful to post the branch logo on the sale print.
You can add the tax rate option. At the same time, you can edit or delete the options.The common settings will list the tax rate option.
Utilize this segmentation field for the purpose of segmenting the sales transaction.
You can create tax groups to collect multiple sets of taxes under a single collection of taxes. This option is available under standard settings.
If you delete sales, Purchases, Expenses, Categories, Users, Branches, Customers, Suppliers, Items, and Inventory in your business, you can restore them as single or bulk details.
Report Email Settings
You can use this option to receive daily reports of your business activities via email, and automatically generate weekly, monthly, and yearly summaries.
You can enter, edit, and delete business user details in the section.
Add New User
To add a new user, click the New button in the user history and enter the user's details. The same username and mail id cannot be accepted.
User Access Control
Access Control You can use admin access or regular access. You will select particular read and write access control like sales and receiving. You can choose a stable access connection for a specific access.
To view user details, click the manage bar on the left and select the user history option. It can view, edit, access, and delete user details.
To select the view option, the user has to click on the opportunity and select the view button.
Activities : This section displays the sales made by the user along with their details.
If you click the edit button in the user option, you can edit user details after the edit user model is displayed. Finally, click the update button.
Deleting user details is possible by clicking the delete button in the user option.
This section is used for various applications like creating, editing, and deleting branches of the business user.
If you want to create a new branch, click on the new button in the branch list, fill in details like branch id, name, phone, email, and address, and select customer and supplier city.
To view branch details, click the manage bar on the left and select the branch list option. It can view, edit, access, and delete branch details.
To select the view option, the branch has to click the option and select the view button.
If you click the edit button in the branch option, you can edit branch details after the edit branch model is displayed. Finally, click the update button.
All the branch details will be deleted if you click the delete button in the branch option.
You can also add, edit and delete other expenses in your business sale. The expenses option will be listed in general settings.
If you want to create a new expense, you need to click on the new button in the expense history, enter the expense details, and then click the save button.
The edit expense model will be displayed if you click the edit button in the expense option. Then you can edit expense details and click the update button.
To view the expense details click on the expense option and select the view button to show the expense details.
If you click on the delete button in the expense option, it will remove the expense details.
Other strategies to improve business can be found in this section.
You can view the low-stock items detail here.If the item quantity is less than ten will be added here. You click the edit button. It will go to the new receiving menu. Then you can purchase items.
You can export /download the sales, receiving, customer, supplier, category, item, user, and branch report files in .csv format.
You can import the customer, supplier, category, item, and expenses report file in xl format.
You can filter the document by selecting the date, name, id, or branch. Whatever detail you want, you can get it using the filter.
Full Screen Mode
Here you can use full-screen options.
Here you can change your password easily.