Jolibiz POS Documentation

For a more detailed explanation and step-by-step guide, please refer to the information provided below the video. #

Step 1: Enter Business Name #

1. Label: Business Name:
   • Description: This field is for entering the name of your business.
   • Example: If your business is called “Demo Shop,” enter “Demo Shop” in this field.
   • Action: Click on the text input field next to “Business Name:*” and type “Demo Shop”.

Step 2: Enter Start Date #

2. Label: Start Date:
   • Description: This field is for entering the start date of your business operations.
   • Example: If your business started on June 23, 2024, enter “06/23/2024”.
   • Action: Click on the date picker next to “Start Date:” and select “06/23/2024”.

Step 3: Select Currency #

3. Label: Currency:
   • Description: This dropdown is for selecting the currency your business will use.
   • Example: If your business operates in the United States, select “America – Dollars(USD)”.
   • Action: Click on the dropdown menu next to “Currency:” and select “America – Dollars(USD)”.

Step 4: Set Currency Symbol Placement #

4. Label: Currency Symbol Placement:
   • Description: This dropdown is for setting where the currency symbol should be placed (before or after the amount).
   • Example: If you prefer the currency symbol to be before the amount, select “Before amount”.
   • Action: Click on the dropdown menu next to “Currency Symbol Placement:” and select “Before amount”.

Step 5: Upload Business Logo #

5. Label: Upload Logo:
   • Description: This field is for uploading your business logo.
   • Example: If you have a logo file, click “Browse” to upload it.
   • Action: Click on the “Browse…” button and select your logo file from your computer

Step 6: Select Financial Year Start Month #

6. Label: Financial year start month:
   • Description: This dropdown is for selecting the month your financial year starts.
   • Example: If your financial year starts in February, select “February”.
   • Action: Click on the dropdown menu next to “Financial year start month:” and select “February”.

Step 7: Enter Default Profit Percent #

7. Label: Default profit percent:
   • Description: This field is for entering the default profit percentage for your business.
   • Example: If your default profit percentage is 25%, enter “25.00”.
   • Action: Click on the text input field next to “Default profit percent:*” and type “25.00”.

Step 8: Select Time Zone #

8. Label: Time zone:
   • Description: This dropdown is for selecting your business’s time zone.
   • Example: If your business operates in the Africa/Harare time zone, select “Africa/Harare”.
   • Action: Click on the dropdown menu next to “Time zone:” and select “Africa/Harare”.

Step 9: Select Stock Accounting Method #

9. Label: Stock Accounting Method:
   • Description: This dropdown is for selecting the method used for stock accounting.
   • Example: If you use the FIFO (First In First Out) method, select “FIFO (First In First Out)”.
   • Action: Click on the dropdown menu next to “Stock Accounting Method:*” and select “FIFO (First In First Out)”.

Step 10: Enter Transaction Edit Days #

10. Label: Transaction Edit Days:
    • Description: This field is for entering the number of days transactions can be edited.
    • Example: If you allow transactions to be edited within 30 days, enter “30”.
    • Action: Click on the text input field next to “Transaction Edit Days:*” and type “30”.

Step 11: Select Date Format #

11. Label: Date Format:
    • Description: This dropdown is for selecting the format in which dates should be displayed.
    • Example: If you prefer the “mm/dd/yyyy” format, select “mm/dd/yyyy”.
    • Action: Click on the dropdown menu next to “Date Format:*” and select “mm/dd/yyyy”.

Step 12: Select Time Format #

12. Label: Time Format:
    • Description: This dropdown is for selecting the format in which time should be displayed.
    • Example: If you prefer the 24-hour format, select “24 Hour”.
    • Action: Click on the dropdown menu next to “Time Format:*” and select “24 Hour”

Step 13: Enter Currency Precision #

13. Label: Currency precision:
    • Description: This field is for entering the number of decimal places for currency values.
    • Example: If you use 2 decimal places, enter “2”.
    • Action: Click on the text input field next to “Currency precision:*” and type “2”

Step 14: Enter Quantity Precision #

14. Label: Quantity precision:
    • Description: This field is for entering the number of decimal places for quantities.
    • Example: If you use 2 decimal places, enter “2”.
    • Action: Click on the text input field next to “Quantity precision:*” and type “2”

Final Step: Review and Save #

15. Review: Double-check all the information you have entered to ensure it is correct.
16. Save: Click the “Save” button (or equivalent) to save your business setup information.