User guide
Tutorial videos, one topic at a time
Watch the real screens in action, a few minutes per video. Pick the topic you use.
Getting started
Find your way around: menus, branches and language
Sign in, reset a password, accept an invitation
Try the real program before you decide
Business setup
Business details and VAT registration
Add branches and view them separately or together
Invite staff to sign in
Custom roles that match each person's job
Secure your account with a 6-digit code
Back up your shop data and keep your own copy
POS registers and the register number on receipts
Product
Add products with prices, barcodes and tax
Move all your products from Excel in one go
Sell services and digital files
Inventory
Adjust stock to match what is on the shelf
Count stock and adjust it to match
Transfer stock between branches
Know before you run out and reorder on time
Track lots and expiry dates
Counter sales and sales documents
Sell at the counter with the touch-screen POS
Sell on credit to a company, then collect payment
Cash in and out of the drawer, and closing a shift
Quotations you can send to customers right away
Customer returns or charging a customer more
Customer withheld tax
Send tax invoices by email
Find, cancel or reprint a document
Customers and CRM
Customer records, credit limits and payment terms
Move customers and balances from your old program
Follow a deal through to the sale
Schedule call-backs and never forget one
Commission calculated for you
B2B wholesale
Wholesale prices, dealers and volume discounts
Business planRead the steps with screenshots
Take orders, deliver, then bill
Business planRead the steps with screenshots
Service projects billed in instalments
Business planRead the steps with screenshots
See what each customer owes at a glance
Business planRead the steps with screenshots
Sales channels
Connect your website and LINE OA
Turn people who contact you into customers
Know which sign brought each customer
Is your advertising worth it? Compare it with real profit
Purchasing, suppliers and payables
Add suppliers you buy from regularly
Order from suppliers with a purchase order
Receive goods into the shop with barcode scanning
Order from abroad in a foreign currency
Pay suppliers with a withholding tax certificate
Claim every input VAT and pay bills before they are overdue
Return goods to a supplier
Approve
Large documents that need approval
Manufacturing
Create production recipes and know the cost per unit
Business planRead the steps with screenshots
Production orders that deduct materials for you
Business planRead the steps with screenshots
Finance
Record shop expenses and see who still owes you
Bank accounts and importing bank statements
Bank reconciliation to close the month
Fixed assets with depreciation calculated for you
Sell or retire an asset
Tax
Output tax and input tax reports
Prepare the PP.30 return, then close the period
Close the tax period and record the payment
PND.3 and PND.53 with filing files ready
Payroll tax: PND.1 and PND.1A
Goods and raw materials report
Account
A ready-to-use chart of accounts you can extend
Post journal entries yourself when needed
Reports
Is the shop making a profit? Is there enough cash?
Trial balance, general ledger and balance sheet
Set budgets to control spending
HR
Employee records on every plan
Shifts and shop holidays
Business planRead the steps with screenshots
Record working time and import fingerprint scanner files
Business planRead the steps with screenshots
Submit and approve leave requests
Business planRead the steps with screenshots
Calculate payroll and print payslips
Business planRead the steps with screenshots
Help
Stuck somewhere? Ask right away
Ask about your shop's numbers in plain language
Business planRead the steps with screenshots