Switch on “Tutorial Mode” in the “Settings” section for step-by-step instructions on how to complete the documents.
Entering the balances
The accounting of goods in the store is conducted at retail prices.
First, you need to enter all the balances of goods in the app using the “Purchase” document. The product is entered into the document with the purchase price and the retail price (filled from product card) in which the goods will be listed in the store is shown in brackets.
If the goods are received by the accountable person (salesman) then at the beginning of his working period he must create a Stock List and save it as a PDF file.
Files are saved in “Sales System” folder at the Internal Storage of your device.
After that, he can put his signature on the receipt of goods (Stock List) in a pdf-file, using the app Adobe Acrobat Reader for example. And he can send it to the owner or store manager by e-mail from his mail account or print and signs it in paper form.
Salesman should enter the goods using the “Purchase” document when new shipments are received and then save the Invoice as a PDF file and sign it as indicated above.
Documents for selling are in “Sales” Section. Use the button “Search by name” to search for the desired product. If you are working with barcodes, turn on the mode “Auto search: Barcode scanner” in the “Settings” section. In this mode when you select the product in the document the scanner will start automatically.
Use the document “Revaluation” for changing retail prices. You can set new retail prices and reassess the stock in the store with it. Revaluation can be saved as a PDF file and signed as mentioned above.
If a discount is made during the sale then the markdown of the remaining product should be made so that the balance was correct. Enter the quantity of product sold at a discount in the document Revaluation and enter the current retail price of the product and the amount of the discount with a minus sign.
Use Inventory Document to compare the actual stock with accounting data. When you select a product in the “Inventory” document, the app automatically fills in the balance by accounting and if the actual amount that you enter is different from accounting data, a difference is calculated. Select “Accounting data” menu item after filling the existing goods. Inventory will be supplemented by those goods that are listed by accounting but were not actually found.