1. Introduction

This guide provides step-by-step instructions on how to use the Accounting & Admin Panel. Follow these steps to manage your business operations effectively.

2. Using the Dashboard

The dashboard is your central command center.

• Overview: Monitor total sales, profits, and expenses at a glance.
• Stock Alerts: Look for the "Low Stock" widget to see items that need reordering.
• Shortcuts: Use the quick-action buttons to jump directly to POS or New Invoice.

3. Operating the POS

The Point of Sale is designed for speed. Here is how to operate it efficiently:

1. Start Session: You cannot sell until a register session is open (see Sessions section below).
2. Identify Items:
   • Barcode: Simply scan the item. The system will auto-add it.
   • Search: Type the name or SKU in the top bar. Results appear as you type.
   • Weight Scale: For items sold by weight (e.g., vegetables), click the Scale Icon in the cart to fetch the weight directly from your connected device.
3. Cart Management: Adjust quantities, add notes to items, or remove items using the trash icon.
4. Customer Selection: Select a customer for loyalty points or credit sales.
5. Payment: Click Pay Now. If the customer pays more than the total, the system calculates the Change automatically.

4. Sessions & Hardware Setup

Register Sessions:

Sessions track the cash in your drawer from opening to closing.

• To Start: Go to Admin > Register Sessions. Click Open New Session and enter your starting cash balance.
• To End: At the end of the shift, click Close Session, count your cash, and enter the amount to check for discrepancies.

Weight Scales:

• Setup: Go to Admin > Scale Devices. Add your scale (Network or Serial).
• Calibration: Ensure your scale is set to 9600 baud rate if using serial. When using in POS, the browser will ask for permission to access the serial port.

Biometric Attendance:

• Setup: Go to HR > Biometric Devices. Register your fingerprint/face device with its IP address.
• Usage: Assign a Biometric ID to each employee in their profile. Use Pull Logs in the Attendance module to sync data from the device.

5. Managing Inventory

Adding New Products:

1. Navigate to Inventory > Add Item.
2. Enter both English and Arabic names for bilingual support.
3. Set the SKU (unique code) and select a Category and Unit.
4. Enter the Sale Price and Cost Price.
5. Set a Minimum Stock Level to receive low-stock alerts.
6. Click Save.

Managing Stock:

Stock is automatically deducted during POS sales and increased during Purchases. You can also manually adjust stock by editing an item.

6. Sales, Purchases & Returns

Creating an Invoice:

1. Go to Sales > New Invoice.
2. Select a Customer (or create a new one).
3. Add items by searching or choosing from the list.
4. Set the Status: "Paid" records the payment immediately; "Pending" keeps it as a credit/debt.
5. Click Save Invoice.

Handling Returns:

Go to Sales > Returns. Select the original invoice, choose the items being returned, and the system will automatically restock the items and adjust the customer balance.

7. Accounting & Reports

Financial Reports:

The system automatically creates journal entries for every transaction. To view reports:

1. Go to Accounting > Reports.
2. Choose from Profit & Loss, Balance Sheet, or VAT Report.
3. Select the Date Range and click Generate.
4. Use the Print/PDF button to export your records.

8. HR & Administration

• Employees: Manage profiles, salaries, and attendance records.
• User Roles: Go to Settings > Roles to define what each user can see and do (Permissions).
• Backup: Regularly go to Settings > Backup to download a copy of your database for safety.