Tax
How do I add, edit, and bulk-update the GST rates, effective September 22, 2025
Purpose - Based on the 56th GST Council meeting, the tax slab structure has been simplified. The GST Council's reforms, effective September 22, 2025. To add, edit, and bulk-update your tax rates and associated items to align with the new tax changes. ...
DSR Target
Purpose The DSR (Daily Sales Report) target is a specific goal or objective set by a distributor to define the amount of products or collections that salespersons aim to achieve within a given time period. It enables efficient tracking of performance ...
REP Master
The REP Master feature in TruePOS allows businesses to create and manage sales executive names, ensuring accurate tracking of sales transactions. This feature is especially useful in scenarios where specific individuals, such as sales executives, ...
Register Master
The Register Master is used to activate or register a counter for your business, as well as to manage add-ons. It allows businesses to set up specific counters for sales and control the activation status for different functionalities. Steps for ...
Channel master
The Channel Master in TruePOS allows you to define and manage different sales or distribution channels for your branches. Channels help to categorise various modes of business operations, such as retail, wholesale, or online sales, for better ...
Create New Branch in TruePos
Setting up a new branch, outlet, or warehouse distribution centre in TruePOS eliminates redundant processes such as repeatedly adding or importing items and distributors. TruePOS simplifies the management of items, prices, taxes, and stocks across ...
Create a Branch Area in TruePOS
The Branch Area feature in TruePOS enables businesses to define and manage branch-specific areas. This functionality helps streamline branch operations by organizing and categorizing locations within the branch for improved logistics and reporting. ...
Create a Shipment in TruePOS
Shipment Creation in TruePOS enables businesses to define and manage shipment details for branches. This feature is essential for streamlining logistics, ensuring accurate dispatch records, and maintaining compliance with shipping documentation. ...
Create a Circle in TruePOS
Circle Creation in TruePOS allows users to organize branches into specific operational groups known as circles. This feature is especially useful for businesses with multiple branches, enabling better management, reporting, and centralised ...
Create a State in TruePOS
The State Creation feature in TruePOS allows users to define states for branches. This is essential for managing tax configurations like CGST, SGST, and IGST based on state-specific GST regulations. Accurate state creation ensures compliance with GST ...
GST Master
The GST Master in TruePOS is a centralised module designed to manage all GST-related configurations efficiently. This feature helps businesses maintain compliance with GST regulations by enabling accurate tax calculations for transactions, reporting, ...
GST Tax
TruePOS allows for flexible GST tax configuration in the Sales module. By default, tax amounts for each item are calculated based on the item and tax settings. Users can also modify tax settings during billing, depending on the configuration. Taxes ...
Tax Area vs Tax Commodity
Understanding the distinction between Tax Areas and Tax Commodities in TruePOS is crucial for efficient tax management. Both serve distinct purposes but are interconnected in ensuring accurate tax application across locations and products. Tax Area: ...
Tax Commodity
The VAT Commodity Master in TruePOS allows you to categorise goods based on the tax percentages defined by the government. This ensures compliance with tax regulations and accurate tax application during transactions. Below are the detailed steps to ...
Tax
Purpose: TruePOS offers maximum flexibility in configuring taxes, accommodating diverse tax requirements such as varying tax percentages for different items or areas. You can define all applicable tax percentages for both the current branch and other ...
Loyalty Rule
Purpose: Loyalty programs are a proven method for customer retention in retail. TruePOS provides a simple yet effective loyalty management feature that allows businesses to reward customers with points based on their purchases. These points can be ...
RO Master
Purpose: TruePOS provides the functionality to manage Relationship Officers (RO) and calculate dealer commissions effectively. This feature is designed to reward dealers who refer customers to your store or business, encouraging business growth and ...
Customer Profile
Purpose : The Customer Profile feature in TruePOS allows businesses to categorize and manage their customers effectively by assigning specific profiles. These profiles can help tailor sales processes and enhance customer experiences based on ...
Area Master
Purpose of Area Master The Area Master feature in TruePOS allows businesses to define and manage specific areas or regions where customers are located. This helps in organizing customers geographically and assigning them to specific branches or ...
Customer vs Item
Purpose: Need to check the document with topic. The Customer vs Item feature in the TruePOS Customer Module allows you to map specific items to individual customers. This feature enables targeted pricing, discounts, custom SKUs, and shelf capacity ...
Area/Beat Master
Purpose: The Area/Beat Master feature in TruePOS is designed to streamline sales, marketing, and delivery operations by organizing regions into structured areas and beats. It enables businesses to plan efficiently and execute their sales and delivery ...
Customer Category
Purpose of Customer Category The Customer Category feature in TruePOS allows businesses to logically classify their customers into distinct categories such as VIP customers, Loyal customers, or Ordinary customers. This helps in effectively managing ...
Tax Slab
Purpose: The Tax Slab feature in TruePOS enables users to apply different GST tax percentages to items based on their selling price ranges. This document provides a step-by-step guide for creating, mapping, and verifying Tax Slabs in purchase and ...
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 > ...
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