Purchases
Allocate extra costs by quantity
Business value
Allocate purchasing overhead in proportion to the quantities received.
Distribute purchase surcharges proportionally to item quantities rather than equally across product lines.
How to use
- Open the purchase invoice's additional-cost allocation.
- Choose quantity-based distribution and enter the surcharge.
- Review the allocated amount on each item before approval.
Manage product units while purchasing
Business value
Maintain usable product units while recording the purchase.
Pin or unpin available units and add newly used units to the product when the purchase invoice is approved.
How to use
- Add the product to a purchase invoice.
- Pin or unpin available units and review a newly used unit.
- Check the unit assignments before approving; supported new units are added to the product on approval.
Find purchase invoices by reference
Business value
Find a purchase using the supplier's own reference.
Record supplier invoice numbers and search supported purchase references and notes more easily.
How to use
- Record the supplier invoice number on the purchase invoice.
- Use supported purchase reference or note search.
- Verify the matching supplier and invoice before opening the result.
Online Store
Buy the same product in different units
Business value
Buy multiple pack sizes of one product without merging them into one cart line.
Enable separate cart lines for different units of the same product across website and mobile checkout.
How to use
- Enable the supported separate-unit cart behavior.
- Add the same product with two different units on the website or app.
- Review each unit's separate cart line, quantity and price before checkout.
Improve image delivery
Business value
Balance product-thumbnail clarity with efficient image delivery.
Use image-optimization settings to improve product thumbnail clarity and manage image delivery more efficiently.
How to use
- Open the supported image-optimization settings.
- Review the options for product thumbnail quality and delivery.
- Save the intended settings and check representative product images.
Sales · Invoices
Show only units with a price
Business value
Prevent choosing a selling unit that has no configured price.
Enable the invoicing setting to hide units without configured prices from unit selection.
How to use
- Open the invoicing setting for hiding unpriced units.
- Enable it and save the configuration.
- Open unit selection in a supported invoice and review only the priced options.
Organize invoice types and numbering
Business value
Distinguish invoice sequences by supported type or sales channel.
How to use
- Open invoice-numbering configuration.
- Review the independent numbering rule for the supported type or channel.
- Check the generated reference on a new applicable invoice before broader use.
Organize invoice types and numbering
Business value
Classify sales invoices for clearer operational handling.
How to use
- Open the supported sales-invoice type configuration.
- Review or configure the required types.
- Choose the relevant type when creating an applicable invoice.
Organize invoice types and numbering
Business value
Keep purchase-invoice classifications consistent.
How to use
- Open the supported purchase-invoice type configuration.
- Configure the required invoice types.
- Review the selected type when creating the purchase invoice.
POS
Make POS fulfillment fit service work
Business value
Use fulfillment defaults that fit service delivery.
Use default fulfillment and service-related delivery handling with Dispatcher while keeping customer receipts focused.
How to use
- Review the POS default fulfillment settings and Dispatcher service handling.
- Prepare a supported service transaction using the intended fulfillment method.
- Review dispatch handling and the customer receipt before completing the workflow.
Control selling when stock is unavailable
Business value
Decide whether unavailable products should appear in POS search.
How to use
- Open the POS setting for out-of-stock search results.
- Choose whether to show or hide unavailable products.
- Review search results in the intended branch.
Control selling when stock is unavailable
Business value
Keep linked-product sales consistent with inventory backorder rules.
How to use
- Review the inventory link on the non-inventory item.
- Check the relevant inventory backorder policy.
- Review sale eligibility when the linked stock is unavailable.
Choose what appears on the invoice
Business value
Control whether the payment gateway appears on the customer printout.
How to use
- Open the supported A4 invoice print settings.
- Set payment-gateway visibility.
- Preview the invoice before printing.
Choose what appears on the invoice
Business value
Choose a scannable invoice reference format suited to the workflow.
How to use
- Open the supported invoice template settings.
- Choose barcode or QR representation.
- Review and scan the printed reference with the intended device.
Keep sold units traceable
Business value
Retain lot and expiry context for the units actually sold.
How to use
- Open printing for the supported sale.
- Include the available lot and expiry fields in the applicable template.
- Check that the printed details refer to the sold stock units.
Keep sold units traceable
Business value
Trace the serial number of a sold device from its printout.
How to use
- Open the supported invoice print for a serialized product.
- Review the available device-serial field.
- Check that the printed serial corresponds to the stock unit sold.
Delivery · Dispatcher
Control the payments each driver can collect
Business value
Give each driver only the collection methods appropriate to their role.
Assign permitted payment methods and online or offline gateways to each driver.
How to use
- Open the driver's permitted payment-method settings.
- Assign the intended online or offline gateways and methods.
- Review the available collection choices with that driver's access.
Review driver activity and commissions
Business value
Track a driver's order activity and unpaid commissions together.
How to use
- Open the driver's activity or statistics view.
- Review order statistics and unpaid commissions.
- Use the displayed figures to follow up on settlement.
Review driver activity and commissions
Business value
Compare sales by driver with commission context.
How to use
- Open Sales Summary.
- Use the supported driver grouping and reporting scope.
- Review commission details alongside each driver's sales.
Accounting
Read and print journal items
Business value
Review journal lines in a format you can also print or share.
Generate a structured Journal Items report for on-screen review, printing, and export.
How to use
- Open Journal Items and set the required filters.
- Review the journal lines shown by the report.
- Print or export the selected report scope.
Trace damaged-stock entries to the item
Business value
Understand the item-level financial impact of refunds without stock return.
See the specific product, quantity, and value behind supported accounting entries for refunds without stock return.
How to use
- Open the accounting entry associated with a supported refund without stock return.
- Review the linked product, quantity and value.
- Compare the entry with the refund record before reconciliation.
Map sales accounts to branches and groups
Business value
Allocate sales effects to the accounts relevant to the branch and customer group.
Configure discount, return, and tax accounts by customer group and branch, with global settings as fallback.
How to use
- Open accounting mappings for sales discounts, returns and taxes.
- Configure the supported branch and customer-group mappings.
- Review global fallback accounts and verify the intended posting allocation.
Open authorized reports directly
Business value
Reach the accounting report you need without opening the full report index.
Access permitted accounting reports from a dedicated submenu without depending on the report index page.
How to use
- Open the accounting reports submenu.
- Choose a report available to your role.
- Set its normal reporting filters and review the results.
Marketing · Loyalty
Personalize WhatsApp messages
Business value
Make WhatsApp messages relevant to the recipient's actual information.
Use customer information, custom fields, and supported order-history variables in WABA templates.
How to use
- Open a supported WABA template.
- Insert the required customer, custom-field or order-history variables.
- Preview the resolved values before submitting or using the template.
Control delivery-status WhatsApp updates
Business value
Avoid sending unwanted delivery-status messages to customers.
Enable or disable customer WhatsApp notifications triggered by driver status changes.
How to use
- Open WhatsApp notification settings for driver-status changes.
- Enable or disable the relevant customer notification.
- Review the intended status-trigger behavior before using it for live deliveries.
Inventory
Separate stock increase and decrease permissions
Business value
Restrict stock increases and decreases according to staff responsibility.
How to use
- Open the relevant role's inventory permissions.
- Review the separate stock addition and decrease permissions.
- Save only the access that role needs and verify it with the intended user.
Separate stock increase and decrease permissions
Business value
Allow branch staff to receive stock without authorizing stock reductions.
How to use
- Open the branch user's inventory permissions.
- Permit the intended product creation, quantity viewing and increases while withholding decrease or negative-adjustment access.
- Verify the intended role can receive stock but cannot reduce it.
Find a whole list of products at once
Business value
Locate a batch of products with one search.
Search multiple barcodes, SKUs, or product names together instead of repeating individual searches.
How to use
- Open the supported product search.
- Enter multiple barcodes, SKUs or product names using its multi-value input.
- Review the full matching list before selecting products.
See the latest product cost in the list
Business value
See the latest recorded acquisition cost without opening every transaction.
Review Last Cost from the latest approved purchase or cost-bearing stock-addition transaction.
How to use
- Open the product list and locate Last Cost.
- Review its value from the latest approved purchase or cost-bearing stock addition.
- Use the underlying transaction when you need to investigate that cost.
Keep your label selections while browsing
Business value
Build a label-printing batch without losing earlier selections.
Selected barcode labels stay selected across searches and pages for easier bulk printing.
How to use
- Select products in barcode-label printing.
- Search or move to another page and add more selections.
- Review the retained selection before bulk printing.
Review long documents line by line
Business value
Keep item-specific instructions visible on printed documents.
How to use
- Record the supported product-level note.
- Enable its printing through the relevant print setting.
- Review the note beside the correct item in the preview.
Review long documents line by line
Business value
Refer to a specific line more easily in long item documents.
How to use
- Open a supported item-based transaction.
- Use the displayed row numbers to locate the intended line.
- Check the product and quantity on that numbered row.
Payment Methods
Verify payment references from the invoice
Business value
Trace a payment without switching between separate reference screens.
See available payment reference, invoice, and tracking numbers in full and quick invoice views.
How to use
- Open the invoice in full view or supported quick view.
- Review available payment reference, invoice and tracking numbers.
- Use the exact displayed values when reconciling the payment.
Orders App
Restrict access to business dashboards
Business value
Keep business metrics visible only to roles that need them.
Use permissions to hide the Orders App dashboard from roles that do not need its metrics.
How to use
- Open permissions for the Orders App user role.
- Review dashboard access separately from operational order access.
- Save and verify the role's dashboard visibility.
Reports
Make sales exports more useful
Business value
Compare several suppliers within one report selection.
How to use
- Open the vendor sales report.
- Select multiple suppliers in the supported supplier filter.
- Review or export the combined selected scope.
Make sales exports more useful
Business value
Keep relevant custom notes with exported invoice data.
How to use
- Open the supported invoice export workflow.
- Include the available custom-note fields.
- Review their values in the exported invoice records.