Hintter

Salesboss User Guide www.Salesboss.org

Salesboss group 01/04/2015

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User guide

Table of Contents

1. Get started ...................................................................................................................................... 3

1.1. Download salesboss app ................................................................................................. 3

1.2. Register new business ..................................................................................................... 3

1.3. Login ................................................................................................................................ 3

1.4. Overview salesboss app .................................................................................................. 3

2. Setup your business ........................................................................................................................ 5

2.1. Register new business ..................................................................................................... 5

2.2. Add products ................................................................................................................... 5

2.3. Add staffs ........................................................................................................................ 5

3. Run your business ........................................................................................................................... 6

3.1. Sales ................................................................................................................................ 6

3.1.1. Add new order: ....................................................................................................... 6

3.1.2. View an order .......................................................................................................... 6

3.1.3. View revenue report ............................................................................................... 7

3.2. Payment .......................................................................................................................... 7

3.2.1. Confirm payment .................................................................................................... 7

3.2.2. View a paid order .................................................................................................... 7

3.2.3. Send receipt ............................................................................................................ 8

3.2.4. Print receipt ............................................................................................................ 8

3.3. Stock ................................................................................................................................ 8

3.3.1. Confirm export ........................................................................................................ 8

3.3.2. View an exported order .......................................................................................... 8

3.3.3. Import more good ................................................................................................... 9

3.3.4. Make inventory ....................................................................................................... 9

3.3.5. View inventory ...................................................................................................... 10

3.4. Notification ................................................................................................................... 10

3.5. Management ................................................................................................................. 10

3.5.1. Add product .......................................................................................................... 10

3.5.2. Edit product price .................................................................................................. 11

3.5.3. Add staff ................................................................................................................ 11

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3.5.4. Edit staff info. ........................................................................................................ 12

3.5.5. Edit business profile .............................................................................................. 12

3.5.6. Setting ................................................................................................................... 12

3.6. User ............................................................................................................................... 13

3.6.1. Edit profile ............................................................................................................. 13

3.6.2. Change password .................................................................................................. 13

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1. Get started

1.1. Download salesboss app

Android link:

iOS link:

1.2. Register new business

You should install app before start

Open first installed salesboss app

Select “Register business”

Fill in user and business form. Please correct email to activate account

Confirm

Switch to mail application & open salesboss activation mail

Copy token in mail content

Switch to salesboss & Select “input token”

Paste token and input password for next login

Your business is created successfully

1.3. Login

There are 2 situations to login salesboss app

If your account is activated and you’re logout, you should input username and

password.

If you are new and you’ve received token via email, you should input token

1.4. Overview salesboss app

5 main pages from left to right: sales, payment, stock, notification and management.

Follow your business configuration and permission, some pages maybe hidden. You can

swipe left or right to switch page by page

In each page, there are 3 main components: header, content and active button. Header

is in the top of page display title. You can switch between child pages by select title on

header. Content is in the middle and active button is in the right bottom.

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Page hierarchy:

Sales

Cart

Today Order

Payment

Request payment

Paid order

Stock

Request export

Exported order

Import

Inventory

Notification

Management

Business info

Revenue report

Product

Staff

My profile

Setting

Plan

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2. Setup your business

2.1. Register new business

Follow 1.2

2.2. Add products

Follow 3.5

2.3. Add staffs

Follow 3.

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3. Run your business

3.1. Sales

3.1.1. Add new order:

You should login as manager or salesman

Open “sales/cart” page

Select search box

Input keyword that indicate product

Product list appears, select product that you need

Action list appears, select “add to cart”

The product’s added to cart and appear in the top list

Return to step 2 to add more

Edit price if you are allowed

Select confirm button in the right bottom to send order

Input customer information if your business require or skip

Your order is created successfully

3.1.2. View an order

You should login as manager or salesman

Open “sales/today order” page

Order list appears. Select order that you need to view

Order detail appears.

Back to order list

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Your order is listed by date

3.1.3. View revenue report

You should login as manager

Open “Management/Report” page

Select view by week or by month

View report

3.2. Payment

* Note: if your business is configured that no split cashier and salesman, payment page will be hide

3.2.1. Confirm payment

You should login as manager or staff include cashier role

Open “payment/request payment” page

Request list appears and is sorted by sent time. Select the request you need

Get money from customer follow order total value and select confirm button

in the right button

The order is paid and be displayed in paid order list page

3.2.2. View a paid order

You should login as manager or staff include cashier role

Open “payment/paid order” page

Paid order list appears. Select the one you need

View payment detail in near top of content

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3.2.3. Send receipt

You should login as manager or staff include cashier role

View a paid order. Follow 3.2.Send receipt if you don’t know how.

Select “Email receipt” button in the right bottom

Switch to email application

3.2.4. Print receipt

You should login as manager or staff include cashier role. And your device

should have Android version from 4.4

View a paid order. Follow 3.2.Send receipt if you don’t know how.

Select “Print receipt” button in the right bottom

Switch to system print service

Select printer and paper you need

3.3. Stock

* Note: if your business is configured that no stock, stock page will be hidden

3.3.1. Confirm export

You should login as manager or staff include keeper role. And you should

select require confirm export in configuration of business

Open “stock/request export” page

Request list appears and is sorted by sent time. Select the request you need

Export and select confirm button in the right button

The order is exported and be displayed in exported order list page

3.3.2. View an exported order

You should login as manager or staff include keeper role

Open “Stock/exported order” page

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Exported order list appears. Select the one you need

View export detail in near top of content

3.3.3. Import more good

You should login as manager or staff include keeper role

Open “stock/import” page

Input shipper if you need but not required

Select a supplier. If not in the list, select add more below the list.

Select “add item” button in the right bottom.

Type product name in search box, and select one in the list

Select quantity of product or input serial if this product is configured as serial

product. Note: input many serial separated by “/”.

Input import price if you are manager but not required

Return to step 4 if you need to add more

Select confirm button in the right bottom to import

New import sheet is created and appear in import list and product quantity

is increased in inventory

3.3.4. Make inventory

You should login as manager or staff include keeper role

Open “stock/inventory” page

Select “make inventory” button in the right bottom

Select categories

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Select product and input new quantity. With serial product, you must input

serial. If you need more items in serial product, select “add” button in the

right bottom.

Select “confirm” button in the right bottom

Your new numbers will be updated to inventory

3.3.5. View inventory

You should login as manager or staff include keeper role

Open “stock/inventory” page

By default, appeared list is inventory in current time.

Select “history” button in the right bottom.

Inventory list sort by time appears. Select an inventory in the time you need

to review.

That list will be displayed

3.4. Notification

This page shows all new actions from your colleague. You can access this page by 3

ways:

Swipe left or right in application

Select a notification from android system notification

Select in-app notification icon

3.5. Management

3.5.1. Add product

You should login as manager

Open “management/product” page

Select “add product” button in the right bottom

Name and price are required. Images are optional

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Select more info. If your business has customer service, stock, you should

configure

If your product has many editions, you should add options and value

If you want to detail your product specification, you should select template

first.

3.5.2. Edit product price

You should login as manager

Open “management/product” page

Select product you want to change price from product list

Edit price

Confirm

The product list is updated

3.5.3. Add staff

You should login as manager

Open “management/staff” page

Select “add staff” button in the right bottom

Phone number is identification and email is for activated so be sure they are

correct

Permission is important, so consider selecting.

Confirm

Your staff will receive a token via email.

He installs “salesboss” and launches it.

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In the first time, he input received token to activate his account

He is a staff of your business now.

3.5.4. Edit staff info.

You should login as manager

Open “management/staff” page

Select staff you want to change from staff list

Edit information

Confirm

The staff list is updated

3.5.5. Edit business profile

You should login as manager

Open “management/business info.” page

Edit information

Confirm

The information of business is updated

3.5.6. Setting

*Note: any change in setting can cause any change in your system and data.

You should login as manager

Open “management/setting” page

Check or uncheck options

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Confirm

Your business model and data is updated

3.6. User

3.6.1. Edit profile

You should already login

Open “management/my profile” page

Edit information

Confirm

Your profile is updated

3.6.2. Change password

You should already login

Open “management/my profile” page

Select “change password” button in the right bottom

Input old and new password

Confirm

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