General
Document Upload Transactionwise
Document Upload Transaction-wise Functionality Purpose- The Document Upload Transaction-wise functionality enables users to upload and view supporting documents related to specific transactions. By selecting the Transaction Type and applying a Date ...
Shelf Talker
Purpose The Shelf Talker feature is used to create and print price display labels for items in stores. These labels help showcase pricing, discounts, and promotional offers directly on shelves, improving product visibility and customer engagement. ...
Smart Report >>Report Settings
Purpose:Allows you to experience the following menus which helps the user to compile and run reports based on their requirements and at expected output. 1. Display - Where the user can enable/disable fields of the report based on their device ...
Year Begin Process FAQ's
In order to simplify the year end process, we have summarized the possible FAQ's below: 1.Is it mandatory to do year end ? No, The next financial year is auto created in TruePOS when complete the first bill for new financial year. For Truebooks, you ...
Domain to Domain Stock Transfer - Franchise flow
Inter-Domain Stock Transfer Process When Domain-A requires stock, it raises a purchase order to Domain-B. This purchase order is then synced to GoBill as a 'sales order' for Domain-B. The sales person in Domain-B can convert this sales order into a ...
Year Begin Process for International customers - RetailEasy OnCloud(TruePOS)
Year End Process indicates that an accounting year for all the financial transactions is ended. The financial transactions occurring after the Year End Process, will be posted in the new financial year. Note: Before running the year end process, ...
How to Inactivate Calamity Cess
INACTIVATION OF CALAMITY CESS : What is Calamity cess? In accordance to Kerala flood, The government has decided to impose calamity cess to help the flood-affected people for reconstruction, rehabilitation and compensation. The state government will ...
GST Consent Confirmation
Purpose : This is for the confirmation of Government GST compliance guideline update of tax% for products and its effective from September 22nd 2025. Note : The OTP will be send to the registered mobile number which available in the Tools → Addon ...
Digital Invoice (Send invoice PDF to customer via SMS)
Digital Invoice Purpose: A digital invoice is an electronic version of a traditional paper receipt or bill. Instead of receiving a printed copy at the point of sale, customers receive a secure link to their invoice via SMS. This link directs them to ...
External POS Master [RPA]
Purpose -The purpose of this screen is to allow mapping of columns from External POS applications CSV or xls files to the respective migration master fields in our POS system. There are two steps in this process : 1.Create an External POS in the ...
Mask PII Data
The Mask PII Data Configuration provides additional security by allowing users to Mask or Unmask their Customer's mobile number/Email Id. Following are the Customer data which will be masked using this configuration. * GST number. * Email ID. *Mobile ...
MFA status on user preference
How to Set MFA status based on the User Preferences? The MFA Status is available under the 'User profile' (on clicking the username at the right corner) -> 'Personalise' screen. In this Personalise screen, the user can able to Enable or Disable MFA ...
Login to Truepos after MFA Setup
How to login Truepos, after MFA SetUp? Step1:For Every successful Login, TOTP Page will displayed. Step 2:Check the Authenticator app and enter the TOTP found in your Mobile Phone. How to Set MFA Status as Optional? The MFA 'Not Now' button enables ...
MFA Setup
MULTI FACTOR AUTHENTICATION Multi-factor authentication (MFA) is a security process that requires users to provide two factor verification to access an application. MFA enhances security by adding an extra layer of protection beyond just password, ...
Mask PII Data
The Mask PII Data Configuration provides additional security by allowing users to Mask or Unmask their Customer's mobile number/Email Id. Following are the Customer data which will be masked using this configuration. * GST number. * Email ID. *Mobile ...
TFA Onboarding process for Saudi
Purpose The Saudi government announced the Tax Filing to modernise and streamline tax collection and compliance.The app allows users to file their Value Added Tax (VAT) returns, declarations, and other tax-related documents in a more user-friendly ...
Truepos License Details
Overview This document provides an outline of the pricing structure and frequently asked questions regarding the TruePOS system, covering available editions, custom licenses, and related add-ons. For detailed pricing information, please refer to ...
Profile Menu in Truepos
Overview The Settings menu in TruePOS offers a variety of options to personalize and manage your point-of-sale system settings for an efficient and customized user experience. How many languages are supported in TruePOS? TruePOS currently supports ...
FAQ Year Begin Process AccountsEasy OnCloud 2024-2025
1. How to do "Year-End Process" in AccountsEasy OnCloud? Answer: Go to AccountsEasy OnCloud → Tools → Year-End Process, select Location Name - HO, Tran Year - 2024-2025, Profit & Loss Ledger, Force YEAR END - Y (YES), and click Run Year-End to ...
How to do Year-end process in AccountsEasy on cloud (TrueBooks)
Purpose: This document serves as a guide to performing the year-end process in AccountsEasy on TruePOS Cloud. If you have any backlog entries, complete them before proceeding with the year-end process. The closing balance of the previous financial ...
How to do year end process in RetailEasy [Rpos7]?
Purpose: The Year Begin Process in RetailEasy ensures a smooth transition to the new financial year. Follow the step-by-step instructions below to complete the process efficiently. Step-by-Step Process Step 1: Update the server application Ensure ...
Sell Thru by GST
Overview The Sell Thru by GST screen displays sales and sales return transactions for customers who are registered with a GST number. Note: Transactions for customers without a GST number will not appear in this screen. Steps to Perform a Sales Bill ...
Logging Out from TruePOS
Purpose: This document provides clear instructions on how to log out securely from TruePOS to protect your account and ensure no unauthorized access. Steps to logout from TruePOS Move your cursor to the profile icon displayed at the top-right corner ...
Changing Login Password
Purpose: This document outlines the procedure for updating your login password to enhance security and maintain account protection. Regular password updates help safeguard your account from unauthorized access. Methods to access the change password ...
Familiarizing with Truepos
Overview of TruePOS as a SaaS POS TruePOS is a SaaS (software as a service) solution, meaning it is a centrally hosted software delivery model on the cloud. This enables TruePOS to handle retail sales, purchase, and finance transactions online. The ...
Login into TruePOS
Purpose: This document provides a step-by-step guide on how to log in to your TruePOS domain, ensuring users can access the system seamlessly and start managing their retail operations effectively. Login process Open your web browser and navigate to ...
Self Assessment Process
Purpose :- The purpose of a self-assessment course is to allow individuals to assess their own knowledge, skills, or understanding of a particular subject or topic. Important information: ➤ This means it's time to switch gears and start learning with ...
Setup Wizard
Purpose of the setup wizard The Setup Wizard in TruePOS guides users through the initial configuration process, ensuring a smooth setup that enables quick and accurate billing. It helps businesses tailor their TruePOS domain to their specific ...
Free Signup for TruePOS
Purpose of Free Signup for TruePOS The free signup process for TruePOS enables businesses to experience the features of this comprehensive retail management solution with a 30-day trial. This allows users to evaluate the system’s efficiency in ...
How to do year begin process in ServEasy On Cloud [ServQuick]?
The Invoice Sequence can be changed at the beginning of the financial year or at the beginning of the day for Sales, Refund and Advance order. This configuration can be set by going to Settings -> Sales Configurations screen and set the Reset ...
How to Download Offline Reports in TruePos ?
Download Offline Reports Features * We can download reports with a maximum range of 31 days in Billwise Itemwise Sales detail report. * If you try to load the report more than 31 days, then the report will generate as a zip file and it will be ...