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Customer GroupsWith customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to… To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button.It will show a popup asking for customer group name & Calculation Percentage.Calculation percentage is ...
Read MoreCustomer & Supplier LedgerTo view customer or supplier ledgerGo to Contacts -> Supplier/Customer and click on actions buttonIn 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 typeAdding Discount for Customer/Supplier on Balance due:Disco...
Read MoreEnabling & 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 in User: If this option is used then the Logged in User will be automatically considered as the commission agent for the sal...
Read MoreAdding Roles Every 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 you may need to give a user...
Read MoreAdding User & assigning location to a user
0 Out of 0 Found HelpfulAdding users User Management -> Users -> Add New Fill 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 UltimatePOS-LITE) Is active?: Activate/Deactivate the user. You ca...
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