The post Refresh appeared first on ConnectPOS.

Step 1: In the first screen after logging in > Click on Manage > Flush Cache

Step 2: Choose the criteria that you want to flush > Click Flush All

Step 3: Go back then go to sell screen and see if everything works or not

The post Flush caches appeared first on ConnectPOS.

To convert a quotation to a sale
Step 1: Access quotation list in Menu > Advanced > Quotations
Step 2: Click to view the quotation detail
Step 3: Click Convert to sale

The post Quotation appeared first on ConnectPOS.

The post Inventory Adjustment appeared first on ConnectPOS.

Step 3 : Process stocktake by adding items to the list and actual inventory counts > Save temporarily or Review when done

Step 4: Override to change new stock qty (if needed) > Complete

The post Stock TakeStep 1 : Menu > Advanced > Stocktake appeared first on ConnectPOS.

Step 2 : Create a new stock transfer request by selecting origin warehouse and destination warehouse

Add all the items and stock qty > Save

Step 3: Click on New request to proceed with stock transfer > Fill in the amount of stock you want to transfer > Save > Send

Step 4: To receive stock transfer 

Go to the outlet assigned to destination warehouse > Advanced > Stock transfer > Request > Fill in the number of items received > Receive

The post Stock TransferTo create a stock transfer request appeared first on ConnectPOS.

Step 1: Open Sale Report under the Revenue section.

Step 2: Select date range & filters

Step 3: Export to Excel(if needed)

The post Common Use Case – Sale Report Tab appeared first on ConnectPOS.

• Purpose: View total and net sales, revenue breakdowns by customer, outlet, cashier, category, and payment method.
  
• How to Use:
  Step 1: Menu > Revenue > Select date range & filters.
  Step 2: Switch between tabs:
  
  • Total Revenue
    
  • Net Revenue
    
  • Revenue by Customer / Outlet / Seller / Category
    
  • Sale Report
    
  • Payment Methods

Step 3: Export via PDF or Excel (Sale Report supports Excel).

Orders Report

Purpose: See details of every order in the selected date range.

How to Use:

Step 1: Menu > Orders > Select date range & filters.
Step 2: Switch between tabs.
Step 3: Export if needed.

Product Report

• Purpose: Track sales performance for each product.
  
• How to Use:
  Step 1: Menu > Product > Choose date range $ filters.
  Step 2: Sort by Quantity Sold or Total Sales.
  Step 3: Export if needed

Tax Report

• Purpose: View taxes collected by date.
  
• How to Use:
  Step 1: Menu > Tax > Set date range.
  Step 2: Export for tax filing or accounting.

The post Report Types & How to Use Them appeared first on ConnectPOS.

• Date Range – Select start & end dates.
• Sales Channel – Choose In Store.
• Outlet – Pick one or multiple outlets.
• Register – Select register(s).
• Order Status – Filter by Paid, Unpaid, Refunded, etc.

The report refreshes automatically after setting filters.

The post Using Reports’ Filters appeared first on ConnectPOS.

• Revenue
• Orders
• Products
• Tax

The post Accessing the Report Page appeared first on ConnectPOS.