Purpose: Within this document, you will discover the functionalities of the header section, which includes a search bar and several useful features designed to help you manage your settings efficiently.

Benefits: In this section, you will gain valuable insights into how to use the search bar to find various reports efficiently. It will also provide instructions for configuring reports for general purposes, setting up mail servers, and managing passwords. Additionally, if you have connected any third-party products to your point-of-sale system, you will be able to retrieve all relevant API license history and version updates from this location.

Key steps to follow

Step 1: After logging into GoAct, you will first observe the header section located in the top bar.

Step 2: In the upper left corner of the top bar, you will find a three-line icon which is the main menu that provides access to all associated features.

To learn about the main menu and all its functionalities 👉🏻 click here.

Step 3: The dashboard button is conveniently located next to the main menu, allowing easy access for users to analyze reports and enabling a quick return to the dashboard.

To learn about the dashboard and all its functionalities 👉🏻 click here.

Step 4: The search bar on the far right of the top bar allows you to conveniently locate any report by entering the report ID, report name, or any column name present within that report.

Report ID and report name

Upon opening any report within GoAct, the report ID can be found in the upper left corner, as demonstrated in the image below. For example, here is a report named "Sales Register," and its corresponding report ID is 3093.

Column name: Additionally, you can access the column from that report. When we type BillNo(Prefix) into the search bar, it will display as shown in the images below.

Step 5: By clicking the user profile button, you can access your username, settings, API users, an about section, and the option to log out.

Username: You can see which user account you are currently logged in with.

API users: You can access the complete history of all the APIs you've integrated with third-party applications in the POS.

Logout: You can use the logout button to successfully exit your GoAct session.

About: You can find information about GoAct in the about section, including details like the version name and the base product name, such as RPOS 7 or RPOS 6.5, along with its POS version.

Settings: By clicking on the settings button, you can adjust the report configuration, set up the mail server, update your GoAct password, and take a look at the peer group.

Report Configuration: On the report configuration screen, you have the option to set the date format to DD-MM-YY or choose from other formats. You can also adjust the currency format and more. This will enhance your visualization experience in GoAct.

Mail Server Configuration: This is the perfect place to set up your email configuration quickly, allowing you to send messages to others, such as suppliers and customers, or schedule emails for any reports you want to share.

To learn how to set up the mail server configuration 👉🏻 click here.

Change Password: This feature allows you to quickly modify your GoAct password for security purposes.

Note: Your password should be 8–15 characters, contain at least one uppercase letter and lowercase letter, one number, and one special character (!@#$%&*). For example: Admin@123.

Peer Group: If you're a NetTrade user, you can easily register your license number and phone number here to automatically register these details in the peer.gofrugal.com portal.

Conclusion

This section offers essential guidance on utilizing the search bar for efficient report retrieval, configuring reports, managing mail servers and passwords, and accessing API license history and version updates for connected third-party products. Understanding these functionalities will enhance your overall management of the point of sale system.