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Create custom messages for all your transaction documents.

>>Detail
These custom messages can include your business terms.i.e 50% Deposit Required,Quotes are valid for a period of 7 days etc.Custom messages allow you and your customers to trade effectively.You can include your banking details to make doing business with you easy for your customers.In some regions you are required by law to include your terms of service in your transactional documents.









Customize your stationery using the html editor
  • General > Stationery Layouts

  • Making it available to modules

  • HTML Editor





Easily add more template options for printing after processing transactions
  • Stationery listing after processing transactions

  • Browse through to "System", "Transaction Types"
  • Edit the transaction type
  • You can add your own custom layouts and quicker select it as an option

  • A sample POS layout




This article will tell you how to create a campaign.Your marketing department works hand in hand with your  a sales department is to come up with a marketing campaigns.The purpose of a marketing campaign is to develop leads for the sales department. Leads that are generated are associated with a certain campaign and they can be tracked in the future to see how successful the marketing effort was.

Creating Campaigns
 >>Details
        There are a number of steps to creating a campaign effectively.
Creating a Campaign

Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.

Targets and Goals of Your Campaign
Fill in your description and the objective of your campaign.What are the goals and targets of your campaign? What do you intend to achieve in the period in which your campaign will run?
Budgeting
Input your targeted impressions,your budget,the actual cost,your expected cost and expected revenue in the period.Assign the campaign to a campaign manager / team leader.

Promotions
 Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.

 >>Details 
  • Creating  a promotion entails you filling in  out the basic information in relation to your promotion in the different tabs.
General Tab
  • Enter the frequency, the type of promotion method,the period which the promotion will run as well as the start date and end date of the promotion.
Description Tab
  • Projecting your costs and budget is key to having a successful promotion.
Other Tab




A warehouse  or store might be a different physical  location where you have inventory kept or it might be a supplier warehouse in the case of drop shipping.Your business needs to be able to know the availability of stock at this different locations,allowing you to track inventory at any given time meet the demand for present orders and back orders.

This is a powerful tool that allows you to manage inventory items across multiple locations,warehouses,stores,branches.


Using our Warehouse Transfers feature you can move goods / products between your different warehouses seamlessly.

Perform stock take on all your inventory holdings at all your warehouses ,monitor stock levels for convenient identification of stock items.




Move stock ,goods across your warehouses.Allowing your business to be able to move inventory seamlessly.
Warehouse Transfers
Print out the Warehouse transfer and send it out with your driver or courier and present it at the next location.






Payment Types

Splitting Payment Types

Splitting payments from one customer across multiple invoices.Making balancing the books must easier and posting payments on the customers account.
Splitting Payments
 Making payments to a customer has never been easier,you can select the invoice which to allocate the payment to,the amount and the date the payment was made,the type of payment (Cash,Money Order,Bank deposit etc).


 You can view your Customer History straight from the payments window.Ensure you allocated the amounts to the right invoices etc.

Customer History - Splitting Payments