Customer Groups

With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to… 1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button. 2. It will show a popup asking for customer group name & Calculation Percentage. Calculation percentage is used […]

Contacts Management (Supplier & Customers)

Any contact can be supplier, Customer or Both (Supplier & Customers) Adding Suppliers & Customers   Goto Contacts -> Suppliers or Customer Click on add new contact. Select contact type – Supplier/Customer/Both Based on the contact type selected –  it will show the relevant fields. Fill the relevant details. Click on More More Information button to […]

Adding opening balance & payment

Opening balance: Opening balance is the balance contact (customer or supplier) have at the beginning of using the software. Suppose you’re shifting the data from another software to UltimatePOS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you. Opening balance for customer = Amount the […]

Commission Agent feature

Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring. Enabling & 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 […]

Adding User & assigning location to a user

Adding 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. Is active?: Activate/Deactivate the user. You can edit/delete a user. Assing locations Refer to […]

Setting Business Multiple Locations or Ware House or Storefronts

POS comes with the option to handle multiple business locations or WareHouse or Storefronts for your business. A default location is added to the newly created business. Invoice Scheme: Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing invoice schemes. But having different invoice schemes for […]

Registering your Business

Click on register business link on the welcome page. Registering business involves multiple steps;  Business Details, Tax details, and Owner details. Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses. Tax Details: You should fill out […]

Setup Your Business Details

After login, you will be redirected to the homepage. The first thing you should do it setup your business details so that the system works according to you. Setup your business by adding below mentioned details: Brand: Add all the brands. Tax Rates: Setup taxes and tax groups. Units: Add product units (pieces, meters, Litre […]

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