Customer management
FAQ Year Begin Process TRAC 2024 - 2025
01. How to do the "Year End Process" in Trac? Answer: Please Go to accounts --> financial account --> process --> Year End Process. A box would be opened as shown below. Click on the YEAR END button and let the process get completed. Kindly check if ...
FAQ Year Begin Process in RPOS 6.5 2024 - 2025
01. How to do the year-end process in Rpos? Answer: No settings you require for this. When you open the system on the date of Apr 1 2024- it will automatically ask you to click on Yes to complete your Year-end process. make sure the date format is ...
KOT Printer Mapping
Purpose :- The main purpose of this is to order categories like dine-in orders and takeaway orders, we can map printers. Benefits :- If someone places an order, the KOT (Kitchen Order Ticket) will print from the kitchen immediately. Therefore, there ...
Process of E-invoicing in ServeEasy
What is E-Invoice and its purpose? E-invoicing or electronic invoicing is a system to generate an electronic document containing transaction information between a buyer and a seller. The Invoice Registration Portal (IRP) gives an identification ...
How to update the Opening Stock in ServeEasy?
What is Opening Stock ? Opening stock is the value of inventory that a company has on hand at the beginning of an accounting period. It is the amount of inventory that was carried over from the previous accounting period. When there is need to update ...
Introduction to Supermarket POS system
What is Supermarket? A supermarket is a large retail store offering a wide variety of FMCG Products, Fruits & Vegetables, beverages, and household products, organized into sections. This kind of store is larger and has a wider selection than earlier ...
How to Edit Sale Bill in ServeEasy Supermarket ?
How to Edit Sale Bill in ServeEasy (Supermarket)? Purpose: The main purpose of editing a sale bill is to record any changes happened in the sales invoice. Business Scenario: There can be many scenarios when your user has unintentionally saved a sale ...
Print Sale Transaction in Serveasy
Why do we print any transaction? The main purpose of printing any transaction is to get the hard copy of the transaction & to also to handover the hardcopy to the another party as an acknowledgment. Business Scenarios for printing multiple bills at ...
How to Hide Gift Voucher Serial Details in Tender in ServeEasy?
Hide Gift Voucher Serial Details in Tender Purpose: When the customer buys products and uses a gift voucher to redeem for-payment, There is a possibility that the counter sales person note down the gift voucher serial number while scanning the gift ...
How to enable Item wise remark Mandatory in Sales Order in ServeEasy?
Item wise remark Mandatory in Sales Order. Purpose: The item remark field is a valuable tool that can be used to provide additional information about an item, track the progress of an order, and provide a record of customer interactions. As a result, ...
Temporary Purchase in ServeEasy
What is the purpose of using Temporary Purchase? The term used 'Temporary Purchase' specifies its use itself i.e. to save the purchase bill on the temporary bases for any reason. Maybe it can be done in case when supplier has delivered the goods ...
OTP Validation-Loyal Redemption
Purpose: This confirmation allows you to send a confirmation OTP to the customer for whom you are redeeming the loyalty. Till the time customer will not provide OTP, software will not allow the billing person to proceed the redemption process. ...
How to Apply default phone number for Quick Add Customers in ServeEasy?
Purpose: In some scenarios, Customers are not willing to share their phone number for some privacy reasons or some of them are only one-time visits customers. Therefore, by keeping this in view, an additional scenario of default number has been added ...
How to do Year End process in ServeEasy?
The Financial year will vary between countries. In this document we will sail through the Year begin process APRIL 2023 - MARCH 2024. Points to be Noted: - Make sure the Server application is updated to latest version and the System date is Greater ...
Do you know how to cancel a Purchase Order in RetailEasy?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose of Cancelling a Purchase Order ...
Do you know how to manage Item vs Conversion UOM in RetailEasy?
Use Item vs Conversion/UOM screen to map the basic quantity of the recipe item to the number of units. Different organization have various UOM for the product needs. This screen is used to map the basic volume/quantity and basic UOM of item to the ...
Do you know how to setup Item vs Base/Sub UOM in RetailEasy?
What is the purpose of Item vs Base/Sub UOM? Use Item vs Base/Sub UOM screen to map the items against the UOM for multi-item. For e.g. One business has different items (e.g. Sugar and Cake) but with same UOM, such items can be mapped at a time with ...
Do you know how to print a purchase order in the RetailEasy?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose & Benefit: Purchase Order ...
Do you know how to edit a purchase order in RetailEasy which is open?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose of Editing a Purchase Order ...
Do you know how to set up the Purchase Order Expiry days for a supplier or set of suppliers in bulk in RetailEasy?
Definition: Purchase Order Expiry is the date on which the Purchase Order will get expired & it will be unavailable in the system for further use. Benefits: Using Purchase Order Expiry, we can restrict a Purchase Order to be converted after the ...
Do you know how to assign items to the article hierarchy in bulk RetailEasy?
What is Item Hierarchy Level? The Item Hierarchy Level is used in Categorizing the items for better understanding, accessibility, and navigation. This can also help you for the Online website or Mobile App category structural designing. What are the ...
How to export an item with tax using the template in ServQuick?
Exporting an item feature is used when some changes are to be made in the Item name, tax rate, or item price. After export, a CSV file gets downloaded. The changes can be made to the CSV file and then uploaded. Benefits: With this feature, one ...
How to create Preset Discount and Apply it in any sales bill in ServQuick?
Creating a Preset Discount will be really useful for developing your business because it avoids more time consumption. Timing is very important in business fields. The purpose of this document is to set a preset discount that is to be given to ...
How to do payment for the supplier in ServQuick?
Purchase settlement is the option to do payment as per the invoice amount to the supplier for the goods sold as credit. Benefits of Purchase Settlement ➤ Confusions can be avoided by knowing how much amount you have settled and the balance yet to ...
How to create an item in ServQuick?
What is an Item master and it's purpose An item master is a record of all the key information about a particular item of inventory. An item refers to a thing or product that is to be sold at a particular price. The purpose of this item creation is, ...
How to do purchase return in ServQuick?
Purpose of purchase return A purchase return is done if a delivered product from your supplier is damaged or expired. For eg: If your supplier delivers 10 items and 3 of them are damaged then you can return the product back to the supplier. ...
How to create a customer in ServQuick?
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GST on Zomato, Swiggy Aggregator Orders
Kindly review the attachment for the new Changes for Zomato, Swiggy Aggregator Orders
How to create a Purchase Order?
Purchase order: A purchase order is a first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers. ...
A brief about table management screen
Table Screen - in brief The Table Screen comprises of: All - it displays the available and occupied table. It helps you in finding the available table and occupied table in one look Available - it displays all the table that are available for dining ...