Master Management
Do you know how to setup secondary suppliers for an article/set of articles in bulk?
Who is your secondary supplier? Your Secondary Supplier is the one whom you give the alternate priority for your orders for the line of items you want. When your primary supplier is unable to supply the items or there are rate differences between ...
How to do Assembly Item Mapping in TruePOS ?
Assembly Item Mapping Purpose Assembly item mapping refers to the process of linking or mapping individual components or parts to create a final assembled product in a manufacturing or inventory management system In inventory management systems, ...
How to transfer Loyalty Points from one software to other in RetailEasy OnCloud?
Loyalty points are accrued for every purchase by the customer, proportional to the amount of purchase and can be redeemed when the accrued points reach the number specified by the owner over a stipulated period. When you need to add loyalty points ...
How to create a Loyalty Rule, map and apply it to a customer in RetailEasy OnCloud?
Loyalty is an important parameter to attract and retain customers in the retail industry. A very simple way of achieving Loyalty is by setting points in proportion with the purchase amount and accumulating them for subsequent purchases. The ...
How to add Supplier details in Bulk using Master Migration in RetailEasy on-cloud?
RetailEasy on-cloud's Master Migration feature is used to upload large data sets in the form of a spreadsheet and map them to the corresponding fields. You can customize the Master Migration template, download the template file and upload it to the ...
How to add a Supplier in RetailEasy on-cloud?
A supplier is a person who supplies goods to retailers or other suppliers for resale. The supplier can be a manufacturer, assembler, distributor or another retailer. Retailers purchase products from suppliers to avail lower prices for bulk purchases. ...
How to map the Items to Assembly or configure the Assembly in RetailEasy on-cloud?
Once the Assembly and the Ingredient Items have been added to the RetailEasy on-cloud domain, the Ingredient Items should be mapped to the Assembly Item. RetailEasy on-cloud also lets you assign the replacement Items for unavailable Ingredients. ...
How to add an assembly Item in RetailEasy on-cloud?
On the requirement of having to assemble varied products, RetailEasy on-cloud gives the luxury of selling them as a single unit and integrating it with the Sales, Inventory and keeps off from Purchase. When an Assembly Item is billed, the on hand ...
How to add Customer details in Bulk via Master Migration in RetailEasy on-cloud?
RetailEasy on-cloud allows three ways of adding customers. The Quick add Customer method is used when a customer detail has to be stored to your domain in the middle of a Sales Order/Bill/Quotation or a Delivery Note. The Manual addition of Customers ...
How to manually add Customers in RetailEasy on-cloud?
RetailEasy on-cloud values your customers and this is evident from its features. Adding and categorizing customers based on the frequency of visits, updating customer contact details for one or more branches of the same customer for delivery, setting ...
How to create Branches in RetailEasy on-cloud?
RetailEasy on-cloud (TruePOS) lets you customize the domain for Branch specific features. Branch creation is a part of the customization process. Benefits of creating a branch: Having a Branch, either an outlet or a warehouse, added to your domain ...
How to import Area wise Tax for Items via Master Migration?
RetailEasy on-cloud lets the customers set different taxes for the same item in different locations. RetailEasy on-cloud also provides the feature to upload the Area wise Tax for Items in bulk using the Master Migration option. Benefits of ...
How to Add Taxes in RetailEasy on-cloud?
RetailEasy on-cloud provides an effortless way to set item-specific and branch/location-specific taxes. Taxes can be set as default or altered while billing. Additional taxes like CST, VAT can also be set and removed in accordance with your ...
How to Add a Tax Area in RetailEasy on-cloud?
Tax Area feature allows a RetailEasy on-cloud (TruePOS) user to add locations for which taxes can be specified exclusively, depending on the branch's state or province. Benefits of Tax Area: Tax rates must abide by the tax norms of the location. A ...
How to create Branch Areas and Circles in RetailEasy on-cloud?
RetailEasy on-cloud (TruePOS) lets you add all your branches to your domain to facilitate the unified purchase, sales, stock transfer, and inventory access, franchise flow, etc. RetailEasy on-cloud provides the Branch Area and Circle association to ...
How to associate Items in bulk, with the Master Migration feature in RetailEasy on-cloud?
In RetailEasy on-cloud (TruePOS), items can be associated with relevant categories, either individually or in bulk. The Master Migration feature can be used to upload Category Values, MRP, Cost and Selling Price, Tax, etc. Benefits of Master ...
How to associate Items with Category Values and Categories?
Once Category Values are created under Categories, Items can be associated with relevant Category Values. For example, let us consider Britannia Marie Gold as the item to be added. The classification is as follows: Item Name > Marie Gold; Category > ...
How to Create Category Values in RetailEasy on-cloud?
What are Category Values? Category Values are sub-categories to Categories. The Category Values like Crunches, Chocolates, Drinks, Biscuits, etc fall under the Category "Eatables". All types/brands of Biscuits in your store will fall under the ...
How to create Categories in RetailEasy on-cloud?
What are Categories in RetailEasy on-cloud (TruePOS)? In RetailEasy on-cloud (TruePOS), item categories represent groups of items under a single title representing their common trait. Examples of categories are Groceries, eatables, cosmetics, ...