Jolibiz POS Documentation

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

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Let’s assume the scenario of a small retail business named “Retail Haven.” Mike is setting up the modules for his retail business, “Retail Haven.” He wants to enable various modules to fit his business needs and disable those he doesn’t require.

Step 1: Enable Purchases #

1. Purchases:
   • Description: Enables the module to manage and record purchases made from suppliers.
   • Example: Mike needs to keep track of all the inventory he buys from suppliers.
   • Action: Mike checks the “Purchases” box.

Step 2: Enable Add Sale #

2. Add Sale:
   • Description: Enables the module to add sales transactions.
   • Example: Mike wants to record each sale made in his store.
   • Action: Mike checks the “Add Sale” box.

Step 3: Enable POS #

3. POS:
   • Description: Enables the Point of Sale module for processing transactions.
   • Example: Mike’s store uses a POS system to handle customer checkouts.
   • Action: Mike checks the “POS” box.

Step 4: Enable Stock Transfers #

4. Stock Transfers:
   • Description: Enables the module to manage the transfer of stock between different locations or stores.
   • Example: Mike occasionally transfers stock between his two store locations.
   • Action: Mike checks the “Stock Transfers” box.

Step 5: Enable Stock Adjustment #

5. Stock Adjustment:
   • Description: Enables the module to adjust stock levels for reasons such as damaged goods or stocktaking discrepancies.
   • Example: Mike needs to adjust inventory for items that get damaged or lost.
   • Action: Mike checks the “Stock Adjustment” box.

Step 6: Enable Expenses #

6. Expenses:
   • Description: Enables the module to record business expenses.
   • Example: Mike wants to track all business-related expenses such as rent, utilities, and supplies.
   • Action: Mike checks the “Expenses” box.

Step 7: Enable Account #

7. Account:
   • Description: Enables the module to manage financial accounts.
   • Example: Mike doesn’t need this feature currently as he uses separate accounting software.
   • Action: Mike leaves the “Account” box unchecked.

Step 8: Enable Service Staff #

8. Service staff:
   • Description: Enables the module to manage service staff for businesses that need to track which staff member assisted with a sale.
   • Example: Mike’s store doesn’t need to track sales by individual staff members.
   • Action: Mike leaves the “Service staff” box unchecked.

Step 9: Enable Enable Bookings #

9. Enable Bookings:
   • Description: Enables the module to manage bookings and appointments.
   • Example: Mike occasionally schedules personal shopping appointments for customers.
   • Action: Mike checks the “Enable Bookings” box.

Step 10: Enable Subscription #

10. Enable Subscription:
    • Description: Enables the module to manage subscription services.
    • Example: Mike offers subscription boxes for monthly deliveries of new products.
    • Action: Mike checks the “Enable Subscription” box.

Step 11: Enable Tables #

11. Tables:
    • Description: Enables the module to manage table bookings for restaurants.
    • Example: Mike’s store is not a restaurant and doesn’t require table management.
    • Action: Mike leaves the “Tables” box unchecked.

Step 12: Enable Types of Service #

12. Types of service:
    • Description: Enables the module to define different types of services offered.
    • Example: Mike’s retail business doesn’t need this feature.
    • Action: Mike leaves the “Types of service” box unchecked.

Step 13: Enable Modifiers #

13. Modifiers:
    • Description: Enables the module to manage modifiers for products (e.g., extra cheese for a pizza).
    • Example: Mike’s store doesn’t sell products that require modifiers.
    • Action: Mike leaves the “Modifiers” box unchecked.

Step 14: Enable Kitchen #

14. Kitchen (For restaurants):
    • Description: Enables the module to manage kitchen orders for restaurants.
    • Example: Mike’s store is not a restaurant and doesn’t need kitchen order management.
    • Action: Mike leaves the “Kitchen (For restaurants)” box unchecked.

Final Step: Review and Save #

15. Review: Double-check all the information entered to ensure it is correct.
16. Save: Click the “Save” or “Update Settings” button to save your module settings.