User Manual – POS SaaS

1.1 What is Pos SaaS?

Pos SaaS is a comprehensive multi-tenant Point of Sale and business management platform designed for modern retail operations. Built as a SaaS solution using Laravel 12 and React 19 with TypeScript, it provides businesses with a complete retail ecosystem that covers the entire sales lifecycle from inventory management to customer analytics.

The platform is designed for businesses who want to manage their retail operations efficiently. Whether you run a single store or multiple locations, Pos helps you process sales, track inventory, manage customers and vendors, and monitor business performance from one centralized system. It saves time, reduces manual errors, and keeps all your business data synchronized with just a few clicks.

1.2 Key Features Overview

Pos includes a complete set of features to support your retail business:

• Complete POS System: Modern point-of-sale interface with cash register management
• Multi-Branch Support: Manage multiple store locations from a single platform
• Inventory Management: Comprehensive product, category, brand, and stock management
• Customer & Vendor Management: Complete relationship management tools
• Sales & Purchase Management: Full transaction lifecycle with returns processing
• Quotation System: Professional quotation creation and management
• Expense Tracking: Comprehensive expense management with categories
• Real-time Reports: Sales, financial, inventory, and customer analytics
• Multi-Currency Support: Support for multiple currencies and payment methods
• 30+ Payment Gateways: Stripe, PayPal, Razorpay, and many more
• Notification System: Email and SMS notifications with templates
• Barcode Generation: Product barcode generation and printing
• Role-Based Access: Granular permissions and user management
• Multi-Language Support: Available in multiple languages with RTL support
• Progressive Web App: Mobile-responsive design with PWA capabilities

All of these features work together to help you manage your retail operations efficiently. The system is designed to be easy to use while offering the flexibility needed for different business requirements.

1.3 Who Should Use Pos SaaS?

Pos is built to serve a wide range of businesses. The following types of users will find the platform helpful:

• Retail Store Owners: Manage single or multiple retail locations
• Restaurant Owners: Handle food service operations and inventory
• Wholesale Businesses: Manage bulk sales and vendor relationships
• E-commerce Businesses: Integrate online and offline sales channels
• Franchise Operations: Centralized management for multiple locations
• Small to Large Retailers: Scale operations with professional tools
• Business Managers: Oversee operations with comprehensive analytics
• Sales Teams: Process transactions efficiently with modern POS tools

Whether you are starting a new retail business or managing an established operation, Pos provides the tools you need to run your business professionally and efficiently.

2.1 User Registration

To start using Pos SaaS, you will need to create your account first. The registration process is simple and takes only a few minutes to complete.

• 1. Visit the Registration Page

  • Open your web browser and navigate to the Pos SaaS website
  • Look for the “Sign Up” or “Get Started” button on the homepage and click it
  • This will take you to the registration form where you can create your new account

• 2. Fill Registration Form

  Once you are on the registration page, you will see a form asking for the following information:

  • Full Name: Type your complete name as you would like it to appear in the system
  • Email Address: Enter a valid email address that you regularly use. This email will be used as your username for logging in, so make sure it is correct
  • Password: Create a strong password with at least 8 characters. Use a combination of letters, numbers, and symbols to make it secure
  • Confirm Password: Type the same password again to make sure there are no mistakes
  • Terms: Read the terms and conditions, then check the box to accept them

• 3. Submit Registration

  • Before submitting, please take a moment to review the terms of service and privacy policy
  • Once you are ready, click the “Create Account” button to submit your registration
  • The system will process your information and send you a verification email

2.2 Email Verification

After you complete the registration, you must verify your email address to activate your account. This step ensures that the email you provided belongs to you.

• 1. Check Your Email

  • Open your email application or webmail and check your inbox
  • Look for an email from Pos SaaS with the subject line “Verify Your Account”
  • If you don’t see the email in your inbox within a few minutes, please check your spam or junk folder, as it may have been filtered there

• 2. Verify Your Account

  • Open the verification email and look for the verification link inside
  • Click on that link, and it will open in your web browser
  • You will be redirected to a confirmation page showing that your account has been successfully verified
  • Your account is now activated and ready to use

2.3 Login Process

Once your email verification is complete, you can log in to your Pos account and start using the platform.

• 1. Access the Login Page

  • You can find the login page URL in the welcome email that was sent to you after registration
  • Alternatively, you can go to the Pos SaaS main website and click on the “Login” button

• 2. Enter Login Credentials

  On the login page, you will see a form where you need to enter the following:

  • Email Address: Type the email address you used during registration
  • Password: Enter the password you created for your account
  • Remember Me: If you are using your personal device and want to stay logged in for future visits, check this box. This is optional and you can skip it if you prefer to log in each time

• 3. Complete Login

  • After entering your login details, click the “Login” button
  • The system will verify your credentials and log you into your account
  • You will be automatically redirected to your dashboard. The dashboard you see will depend on your user type and the role assigned to you

2.4 Password Management

Pos offers simple and secure ways to manage your password. Whether you forget your password or want to change it for security reasons, the process is straightforward.

• Forgot Password

  If you cannot remember your password and need to reset it, follow these steps:

  • 1. Access Password Reset

    • Go to the login page of Pos SaaS
    • Below the password field, you will see a link that says “Forgot Password?” — click on it
    • You will be taken to a password reset page
    • Enter the email address that you used to register your account
    • Click the “Send Reset Link” button

  • 2. Reset Your Password

    • Check your email inbox for a new message from Pos SaaS containing a password reset link
    • Open the email and click on the password reset link provided
    • This will open a new page in your browser where you can create a new password
    • Enter your new password in the first field
    • Type the same new password again in the second field to confirm it
    • Click the “Reset Password” button to save your new password
    • You can now use this new password to log in to your account

    Change Password (When Logged In)

    If you are already logged into your account and want to change your password for security purposes, you can do so from your profile settings.

    • 1. Access Profile Settings

      • Look at the top-right corner of your screen where you will see your profile picture or name
      • Click on your profile picture
      • A dropdown menu will appear with several options
      • Select “Profile Settings” from this menu

    • 2. Update Password

      • In the profile settings page, look for a tab called “Security” and click on it
      • You will see a password change form with three fields
      • In the first field, enter your current password (the one you are using right now)
      • In the second field, type your new password
      • In the third field, type your new password again to confirm it
      • After filling in all three fields correctly, click the “Update Password” button
      • Your password will be updated immediately, and you can use the new password for future logins

3.1 Super Admin Login and Dashboard

• What is a Super Admin?

  The Super Admin is the highest level administrator with complete control over the entire Pos SaaS platform. Super Admins have the authority to manage the entire system, including all company accounts, subscription plans, system settings, and platform configurations.

• Super Admin Login Steps

  To access the Super Admin dashboard, please follow these steps:

  • 1. Access Super Admin Portal

    • Open your web browser and navigate to the Pos SaaS login page
    • Email: Use your designated Super Admin email
    • Password: Enter your Super Admin password
    • Click the “Login” button to access the Super Admin dashboard

  Once logged in, you will have access to all administrative controls and monitoring tools for the entire platform.

• Super Admin Dashboard Overview

  After successful login, you will see the Super Admin dashboard which provides a comprehensive overview of the platform’s performance and activities.

  • Main Statistics Cards:

    The dashboard displays important metrics at the top of the page:

    • Total Companies: Shows the number of registered company accounts on the platform
    • Total Revenue: Displays the total revenue generated from approved plan orders and subscriptions
    • Active Subscriptions: Indicates the number of currently active and approved subscription plans
    • Pending Requests: Shows the count of pending requests that require your attention
    • Monthly Growth: Displays the percentage growth in company registrations compared to the previous month

  • Dashboard Analytics:

    Below the statistics cards, you will find detailed analytics sections:

    • Recent Activity Feed: A live feed showing the latest activities including new company registrations, user additions, and payment transactions
    • Top Performing Plans: A list of subscription plans ranked by their revenue generation and number of subscribers
    • Company Management: Quick access to manage all registered companies and their subscription status
    • Plan Management: Direct links to manage and configure subscription plans
    • System Growth: Visual charts and graphs showing platform performance and growth trends over time

    This dashboard serves as your central command center, giving you a complete picture of how the platform is performing and where your attention may be needed.

3.2 Super Admin Step-by-Step Workflow

The Super Admin panel is organized using a left sidebar navigation menu. Each section provides specific tools to manage different aspects of the platform. Please follow this step-by-step guide to understand and navigate all available features.

• Step 1: Dashboard

  • 1. Access Dashboard

    • Click on “Dashboard” in the left sidebar menu
    • Review the platform statistics and key metrics displayed on the main screen
    • Monitor recent activities to stay updated on platform usage
    • Check revenue analytics to understand financial performance
    • Observe growth trends to identify patterns and make informed decisions

  The dashboard provides a quick overview, so you can see what’s happening across the entire platform at any time.

• Step 2: Companies Management

  This module allows you to manage all company accounts registered on the platform. You can view company details, edit information, activate or deactivate accounts, and monitor subscription status for each company.

  • 1. Navigate to Companies

    • Click “Companies” in the left sidebar menu
    • You will see a list of all registered company accounts with their details

    • Creating Companies

      If you need to manually add a new company to the platform, follow these steps:

      • 1. Access Company Management

        • Click “Companies” in the left sidebar
        • Click the “Add Company” button located at the top of the page

      • 2. Company Information

        You will be asked to provide the following details:

        • Company Name: Enter the official name of the company
        • Company Email: Provide the primary email address for the company (this will be used for login and communication)

      • 3. Manage Companies

        Once companies are created, you can perform several management actions:

        • View Company Details: Click on any company name to see complete information including subscription status, number of users, and activity logs
        • Edit Company: Modify company information such as name, email, or other settings as needed
        • Activate/Deactivate: Use the toggle switch to enable or disable a company’s access to the platform
        • View Company Users: See all users registered under each company and monitor their roles
        • Monitor Company Activity: Track how each company is using the platform, including storage usage and feature utilization

• Step 3: Media Library Management

  This module provides centralized file storage management for all companies on the platform. You can upload new files, organize existing media, and manage storage space across the entire system.

  • 1. Access Media Library

    • Click “Media Library” in the left sidebar menu
    • You will see all uploaded files from all companies across the platform

  • 2. Manage Media Files

    From this section, you can perform the following actions:

    • Upload Files: Click the upload button to add new media files to the library when needed
    • Delete Files: Remove files that are unnecessary, inappropriate, or violating platform policies
    • Monitor Storage: Keep track of storage usage across all companies to ensure the system runs efficiently and no company exceeds their allocated limits

  This centralized management helps you maintain control over platform resources and ensure proper usage.

• Step 4: Plans Management

  The Plans section is one of the most important areas in the Super Admin panel. Here you manage all subscription plans that companies can purchase to use the platform.

  • 1. Navigate to Plans Section

    • Click “Plans” in the left sidebar menu
    • This will expand a submenu with several options related to plan management

  • 2. Manage Plans

    This section handles subscription plan creation and configuration for the entire platform. You can set pricing, define features, configure limits, and control which plans are available for companies to purchase.

    • Creating Plans

      To create a new subscription plan, follow these steps:

      • 1. Access Plan Management

        • Click “Plan” in the Plans submenu
        • Click the “Add Plan” button to open the plan creation form

      • 2. Plan Information

        Fill in the following details to configure your new subscription plan:

        • Plan Name: Enter a clear and descriptive name for the plan (e.g., Basic Plan, Professional Plan, Enterprise Plan)
        • Plan Description: Provide a detailed description of what the plan offers and its key features
        • Plan Type: Choose whether this is a Monthly or Yearly subscription
        • Price: Set the pricing amount for this plan
        • Trial Days: Specify the number of free trial days for this plan (enter 0 if no trial is offered)
        • User Limit: Set the maximum number of users allowed under this plan
        • Vendor Limit: Define the maximum number of vendors a company can manage with this plan
        • Customer Limit: Set the maximum number of customers allowed under this plan
        • Storage Limit: Specify the storage space limit (in MB or GB) for this plan
        • Features: Select which platform features and permissions are included in this plan
        • Status: Choose Active to make the plan available for purchase, or Inactive to hide it

        After configuring all settings, you can perform these actions:

        • Create New Plans: Add new subscription options to give companies more choices
        • Edit Existing Plans: Modify plan features, pricing, or limits as your business needs change
        • Set Plan Limits: Configure usage restrictions to match different customer needs
        • Activate/Deactivate Plans: Control which plans are visible and available for purchase

      • 3. Handle Plan Requests

        This section manages manual plan upgrade requests that companies submit when they want to change their subscription.

        • Click “Plan Request” in the Plans submenu
        • You will see a list of all pending requests from companies
        • From here, you can:
        • Review Requests: Click on any request to view details about what plan the company wants and why
        • Approve Requests: If the request is valid, click the approve button to upgrade the company to their requested plan
        • Reject Requests: If a request cannot be approved, click the reject button and optionally provide a reason

      • 4. Manage Plan Orders

        This section tracks all subscription purchases and payment processing across the platform. It helps you monitor financial transactions and activate subscriptions after payment confirmation.

        • Click “Plan Orders” in the Plans submenu
        • You will see a complete list of all subscription orders
        • You can perform these actions:
        • View All Orders: See details of every subscription purchase including company name, plan selected, amount paid, and order date
        • Process Payments: Handle payment confirmations, especially for manual payment methods like bank transfers
        • Activate Subscriptions: Once payment is confirmed, activate the subscription so the company can use their purchased features
        • Generate Invoices: Create and download invoices for orders as needed for accounting purposes

• Step 5: Coupon Management

  This module handles discount codes and promotional offers for subscription plans. You can create special offers, set validity periods, control usage limits, and track how many times each coupon has been used.

  • 1. Access Coupons

    • Click “Coupon” in the left sidebar menu
    • You will see all existing discount coupons currently active or inactive in the system

  • 2. Create and Manage Coupons

    Creating Coupons

    To create a new discount coupon, follow these steps:

    • 1. Access Coupon Management

      • Go to “Coupons” in the main menu
      • Click the “Add Coupon” button to open the coupon creation form

    • 2. Coupon Information

      Provide the following details for your new coupon:

      • Coupon Code: Create a unique code that customers will enter at checkout (e.g., SAVE20, NEWYEAR2024)
      • Coupon Name: Enter a descriptive internal name to help you identify this coupon easily
      • Discount Type: Choose whether the discount is a Percentage (e.g., 20% off) or a Fixed amount (e.g., $50 off)
      • Discount Value: Enter the discount percentage or fixed amount based on the type you selected
      • Usage Limit: Set the maximum total number of times this coupon can be used across all customers
      • Usage Limit Per Customer: Define how many times a single customer can use this coupon
      • Minimum Amount: Set the minimum order amount required for the coupon to be valid (leave blank if no minimum)
      • Status: Set the minimum order amount required for the coupon to be valid (leave blank if no minimum)

      After creating coupons, you can:

      • Create New Coupons: Add discount codes for special promotions and marketing campaigns
      • Set Coupon Discount: Configure the discount value as percentage or fixed amount
      • Set Validity: Define when the coupon expires to create time-limited offers
      • Usage Limits: Control how many times the coupon can be used to manage budget
      • Track Usage: Monitor coupon redemption statistics to measure promotion effectiveness

• Step 6: Currencies Management

  This module manages multi-currency support for the platform, allowing international billing and transactions. You can add new currencies, configure their symbols and codes, and control which currencies are available for companies to use.

  • 1. Navigate to Currencies

    • Click “Currencies” in the left sidebar menu
    • You will see a list of all supported currencies currently configured in the system

  • 2. Manage Currency Settings

    Creating Currencies

    To add support for a new currency, follow these steps:

    • 1. Access Currency Management

      • Go to “Currencies” in the main menu
      • Click the “Add Currency” button to open the currency creation form

    • 2. Currency Information

      Fill in the following details:

      • Currency Name: Enter the full official name of the currency (e.g., US Dollar, Euro, British Pound)
      • Currency Code: Enter the standard three-letter ISO currency code (e.g., USD, EUR, GBP)
      • Currency Symbol: Enter the symbol used for this currency (e.g., $, €, £)
      • Description: Optionally add a description or notes about this currency

      After adding currencies, you can:

      • Add New Currencies: Support additional currencies to serve international customers
      • Set Exchange Rates: Update currency conversion rates to ensure accurate pricing
      • Configure Display: Set how currency symbols and formats appear on invoices and receipts
      • Set Default Currency: Choose which currency is used as the platform default for pricing

• Step 7: Referral Program

  This module configures and monitors the platform’s referral reward system. You can set up referral rewards, define program rules, and track referral activities to encourage companies to bring new customers to your platform.

  • 1. Access Referral Program

    • Click “Referral Program” in the left sidebar menu
    • You will see an overview of the referral system including statistics and recent activity

  • 2. Configure Referral Settings

    Managing Referral Program

    To set up or modify the referral program, follow these steps:

    • 1. Access Referral Settings

      • Go to “Referral Program” in the main menu
      • You will see configuration options for the referral system

    • 2. Referral Configuration

      Set up the following details:

      • Referral Reward Type: Choose whether referrers earn a Percentage of sales or a Fixed amount
      • Referral Reward Value: Enter the reward amount or percentage that referrers will receive
      • Minimum Payout: Set the minimum amount referrers must earn before they can request a payout
      • Terms and Conditions: Enter the terms and conditions that govern your referral program

      You can also manage:

      • Payout Requests: Review payout requests from referrers and approve or reject them based on program rules
      • Referred Users: Monitor referral activities to see which referrers are most successful and track overall program performance

• Step 8: Landing Page Management

  This section allows you to design and customize the public-facing landing page of your Pos platform. This is the first page visitors see when they come to your website, so you can control its content and appearance.

  • 1. Navigate to Landing Page Section

    • Click “Landing Page” in the left sidebar menu
    • This will expand a submenu with multiple options for customizing different parts of your landing page

  • 2. Manage Landing Page

    • Click “Landing Page” in the submenu to access the main landing page editor

    The landing page editor is divided into several tabs, each controlling different aspects of your page:

    • Setup: Configure general settings, control the order of sections on your page, manage SEO settings (meta titles and descriptions), and add custom CSS styles or JavaScript code
    • Layout: Customize the header section at the top of your page, design the hero section (the main banner area), and configure the footer section at the bottom
    • Content: Add and edit content for the Features section, customize the “Why Us” section to highlight your platform’s benefits, and manage the About section with dynamic content options
    • Social: Configure the Team section to showcase your team members, manage customer reviews and testimonials, and customize the pricing Plans section
    • Engagement: Set up the FAQ section with frequently asked questions, configure the Newsletter signup section, and manage the Contact form section for visitor inquiries
    • Live Preview: View all your changes in real-time as you edit, allowing you to see exactly how your landing page will look before publishing

  • 3. Manage Custom Pages

    This section handles additional static pages for legal documents and informational content like Terms of Service, Privacy Policy, About Us, and other custom pages you may need.

    Creating Custom Pages

    To create a new custom page, follow these steps:

    • 1. Access Custom Page Management

      • Click “Custom Page” in the Landing Page submenu
      • Click the “Add Page” button to create a new page

    • 2. Page Information

      Fill in the following details:

      • Page Title: Enter the title of your page (this appears at the top and in search results)
      • Page Content: Use the rich text editor to write and format your page content with headings, paragraphs, lists, and links
      • Meta Title: Enter an SEO-friendly title for search engines
      • Meta Description: Write a brief description that will appear in search engine results
      • Status: Set to Active to publish the page, or Inactive to keep it hidden

      You can also:

      • Create New Pages: Add additional website pages as needed for your business
      • Edit Existing Pages: Modify page content whenever you need to update information
      • Manage Navigation: Control whether pages appear in your website navigation menu
      • SEO Settings: Configure meta tags and descriptions to improve search engine visibility

• Step 9: Newsletter Subscribers Management

  This module manages newsletter subscriptions from visitors who sign up through your landing page. You can view the list of subscribers and track newsletter engagement.

  • 1. Access Newsletter Subscribers

    • Click “Newsletter Subscribers” in the left sidebar menu
    • You will see a complete list of all email addresses that have subscribed to your newsletter from the landing page

  • 2. Manage Newsletter Subscriptions

    From this section, you can:

    • View Subscribers: See the complete list of newsletter subscribers including their email addresses and subscription dates
    • Track Engagement: Monitor newsletter performance and see how many people are interested in receiving updates from your platform

    This list helps you build your marketing audience and communicate with potential customers.

• Step 10: Contact Form Messages Management

  This module handles all contact form submissions from your landing page. When visitors fill out the contact form on your website, their messages appear here.

  • 1. Access Contact Messages

    • Click “Contact Messages” in the left sidebar menu
    • You will see all messages submitted through the contact form

  • 2. Manage Contact Form Messages

    • View Messages: Read all contact form submissions including the sender’s name, email, subject, and message content
    • You can respond to inquiries directly through your email or keep track of customer questions and feedback

    This section helps you stay connected with potential customers and respond to their questions promptly.

• Step 11: Cookie Consent Management

  This module manages cookie consent tracking for GDPR compliance and privacy regulations. It helps you track which users have accepted cookie policies on your website.

  • 1. Access Cookie Consent Data

    • Look for “Cookie Consent” on the right side of your admin panel

  • 2. Manage Cookie Consent

    • Stored Consent Logs: All user consent records are stored in CSV format, which you can download and review to ensure compliance with privacy regulations

    This feature helps you maintain legal compliance and demonstrate that you are respecting user privacy preferences.

• Step 12: Staff Login Activity Management

  This module tracks staff login activities across all companies for security monitoring. You can view login logs, monitor access patterns and ensure system security.

  • 1. Access Staff Login Logs

    • Click “Companies” in the left sidebar and then click “Login history”
    • View all staff login activities across companies

  • 2. Monitor Staff Login Activity

    From this section, you can:

    • View Login Logs: See detailed staff login records
    • Track Access Patterns: Monitor how frequently staff members are logging in and at what times
    • Security Monitoring: Identify unusual login activities such as access from unfamiliar locations or at odd hours, which could indicate security issues

    This monitoring tool helps you maintain platform security and protect against unauthorized access.

• Step 13: Email Template Management

  This module manages all automated email templates used by the system for notifications and communications. You can customize the content and appearance of emails sent to users.

  • 1. Access Email Templates

    • Click “Email Template” in the left sidebar menu
    • You will see all available system email templates

  • 2. Manage Email Templates

    You can perform the following actions:

    • Edit Templates: Customize email content and design to match your brand and communication style
    • Add Variables: Use dynamic content placeholders in emails so that personalized information (like names, dates, amounts) is automatically inserted
    • Multi-language Support: Configure email templates in different languages to serve international customers

    This allows you to maintain professional and consistent communication with all users on the platform.

• Step 14: Settings

  The Settings section contains multiple subsections that control various aspects of the platform’s configuration and behavior. Each setting type has its own dedicated area.

  This section provides platform-wide system configuration and preferences.

  • 1. Navigate to Settings

    • Click “Settings” in the left sidebar menu
    • This will expand a submenu showing all available setting categories

  • 2. System Settings

    This section provides platform-wide system configuration and preferences. You can set general platform settings, timezone, language and system-wide configurations.

    • Click “System Settings” in the submenu
    • You can configure:
    • Configure Platform Settings: Set your platform name, upload logos, and select the timezone for your system
    • Update System Preferences: Modify system-wide configurations that affect how the platform operates
    • Manage General Settings: Control various platform behaviors and default settings

  • 3. Brand Settings

    This section manages platform branding and visual appearance. You can upload platform logos, customize colors and configure brand elements.

    • Click “Brand Settings” in the submenu
    • You can customize:
    • Upload Platform Logo: Add your company logo that appears throughout the platform
    • Customize Platform Colors: Set theme colors to match your brand identity
    • Configure Platform Branding: Manage other brand elements to create a consistent look and feel

  • 4. Currency Settings

    This section handles global currency configuration and exchange rates. You can manage supported currencies, set exchange rates and configure currency display.

    • Click “Currency Settings” in the submenu
    • You can manage:
    • Manage Global Currencies: Add or remove currencies that are supported across the platform
    • Configure Separators: Set decimal and thousand separators for currency display (e.g., commas vs periods)
    • Set Currency Display: Configure how currency symbols and amounts are formatted and positioned

  • 5. Email Settings

    This section configures platform email server and SMTP settings. You can set up email delivery, configure SMTP servers and manage email preferences.

    • Click “Email Settings” in the submenu
    • You can:
    • Configure SMTP: Set up email server settings including host, port, username, password, and encryption method
    • Test Email Delivery: Send a test email to verify that your email configuration is working correctly

  • 6. Payment Settings

    This section manages payment gateway integrations and configurations. You can configure multiple payment processors, set API keys and manage payment options.

    • Click “Payment Settings” in the submenu
    • You can:
    • Configure Payment Gateways: Set up payment processors like Stripe, PayPal, and Razorpay with their required credentials
    • Manage API Keys: Enter and update API keys and secret keys for each payment processor
    • Set Payment Options: Control which payment methods are available for companies to use
    • Available Payments: Enable or disable specific payment options from the extensive list including Bank Transfer, Credit Card (Stripe), PayPal, Razorpay, and 25+ other payment gateways

  • 7. Storage Settings

    This section handles file storage configuration and limits. You can configure storage providers, set storage limits and manage file upload settings.

    • Click “Storage Settings” in the submenu
    • You can configure:
    • Configure Storage Providers: Set up your preferred storage solution from three available options: Local storage (on your server), AWS S3 (Amazon cloud storage), or Wasabi storage (alternative cloud storage)
    • Manage File Size Limits: Set maximum file size limits for uploads to control storage usage
    • Control File Upload: Configure which file types are allowed to be uploaded to the platform

  • 8. Recaptcha Settings

    This section configures Google reCAPTCHA for security and spam protection. You can set up reCAPTCHA keys, configure protection levels and manage security settings.

    • Click “Recaptcha Settings” in the submenu
    • You can:
    • Configure reCAPTCHA: Enter your Google reCAPTCHA site key and secret key
    • Manage Security Levels: Configure protection strength to prevent spam and bot submissions
    • reCAPTCHA: Enable or disable reCAPTCHA protection across the platform

  • 9. Chat GPT Settings

    This section manages AI integration and ChatGPT API configuration. You can configure AI features, set API keys and manage AI-powered functionalities.

    • Click “Chat GPT Settings” in the submenu
    • You can:
    • Configure ChatGPT API: Enter your OpenAI API credentials to enable AI features on the platform

  • 10. Cookie Settings

    This section handles cookie policy and GDPR compliance settings. You can configure cookie consent, manage tracking cookies and set privacy preferences.

    • Click “Cookie Settings” in the submenu
    • You can configure:
    • Configure Cookie Policy: Set cookie consent requirements to comply with privacy laws
    • Enable cookie activity logging: Turn on or off logging of cookie consent activities
    • Enable strictly necessary cookies: Enable/Disable option

  • 11. SEO Settings

    This section manages search engine optimization and meta configurations. You can set global SEO settings, configure meta tags and manage search engine visibility.

    • Click “SEO Settings” in the submenu
    • You can:
    • Configure Global SEO: Set platform-wide SEO settings that apply to all pages
    • Manage Meta: Configure meta information like keywords and descriptions for search engines

  • 12. Cache Settings

    This section handles platform caching and performance optimization. You can configure cache settings, clear cache and manage performance optimization.

    • Click “Cache Settings” in the submenu
    • You can:
    • Configure Cache: Set caching preferences to optimize performance
    • Clear Cache: Remove cached data to ensure fresh content is displayed or to troubleshoot issues

4.1 Company Login and Dashboard

• What is a Company User?

  Company users are administrators and employees within individual organizations who have access to POS and business management features specific to their company. These users can manage day-to-day retail operations, process sales transactions, handle inventory, track expenses, and monitor business performance.

• Company Login Steps

  To access your company account on Pos SaaS, please follow these steps:

  • 1. Access Company Portal

    • Open your web browser and navigate to the Pos SaaS login page
    • Use the standard login page with your company credentials
    • Email: Use your company email address
    • Password: Enter your company password
    • Click the “Login” button to access your company dashboard

    Once logged in successfully, you will be directed to your personalized company dashboard where you can access all features available to your account.

• Company Dashboard Overview

  After login, you will see the company dashboard which provides a comprehensive overview of your business operations and key metrics.

  • Statistics Cards:

    At the top of the dashboard, you will find important business statistics displayed in cards:

    • Total Sales: Shows your current period sales revenue, helping you track income
    • Total Purchases: Displays purchase amounts spent on inventory restocking
    • Total Customers: Indicates the number of registered customers in your database
    • Total Products: Shows the total number of products available in your inventory
    • Low Stock Products: Alerts you to products that are below the minimum stock level and need reordering
    • Total Vendors: Displays the number of supplier vendors you work with
    • Out Of Stock Items: Shows the count of products that are completely out of stock
    • Total Expense: Indicates the total business expenses recorded in the system
    • Today Sales: Displays the sales revenue generated today

  • Dashboard Features:

    Below the statistics cards, you will find several useful features:

    • Recent Transactions: A list showing your latest sales transactions and business activities
    • Storage Usage: An indicator showing how much of your allocated storage space you are currently using
    • Quick Actions: Fast-access buttons for common tasks like starting POS, adding products, and creating quotations
    • Monthly Summary: A summary section displaying monthly sales, monthly purchases, and net profit calculations
    • Quick Actions: Convenient buttons including Start POS, Add Products, Add Customer, and View Reports for instant access to frequently used features

    This dashboard serves as your business control center, giving you real-time insights into your operations and quick access to essential functions.

4.2 Company Step-by-Step Workflow

The Company User panel is organized using a left sidebar navigation menu. Each section provides specific tools to manage different aspects of your retail business. Please follow this step-by-step guide to understand and navigate all available features.

• Step 1: Dashboard

  • Access Dashboard

    • Click “Dashboard” in the left sidebar menu
    • Review your business statistics and key performance metrics
    • Check recent sales transactions and activities to stay informed
    • Monitor low stock alerts to avoid inventory shortages
    • Use the quick action buttons to perform common tasks immediately without navigating to other pages

  The dashboard provides a quick overview of your business health and helps you identify areas that need attention.

• Step 2: POS Operations

  This module provides the main point-of-sale interface for processing customer transactions. You can scan products, handle various payment methods, print receipts, and manage cash register sessions throughout the day.

  • 1. Access POS System

    • Click “POS” in the left sidebar menu
    • Select your branch location from the dropdown if you have multiple stores
    • Choose your cash register from the available options
    • Start a new POS session by entering the opening balance (the amount of cash in the register at the start)

  • 2. Process Sales

    Once your POS session is active, you can begin processing customer transactions:

    • Search Products: Find products quickly by typing the product name, SKU code, or scanning the barcode with a barcode scanner
    • Add to Cart: Click on products to add them to the cart, and adjust quantities as needed
    • Select Customer: Choose an existing customer from your database or create a new customer profile if they are purchasing for the first time
    • Apply Discounts: Add percentage-based discounts (e.g., 10% off) or fixed amount discounts (e.g., $5 off) to the transaction
    • Process Payment: Accept payment through various methods including cash, credit/debit cards, or digital payment options
    • Print Receipt: Generate and print a receipt for the customer as proof of purchase
    • Close Session: At the end of your shift, close the POS session by entering the closing balance and reconciling the cash

  This POS system is designed to make your checkout process fast and efficient while maintaining accurate records of all transactions.

• Step 3: Purchase Management

  • 1. Navigate to Purchase Management

    • Click “Purchase Management” in the left sidebar menu
    • This will expand a submenu with options related to purchasing and inventory restocking

  • 2. Manage Purchases

    This section handles vendor purchases and inventory restocking for your business. You can create purchase orders, track deliveries from suppliers, and maintain healthy supplier relationships.

    • Creating Purchases

      To record a new purchase from a vendor, follow these steps:

      • 1. Access Purchase Management

        • Click “Purchases” in the submenu
        • Click the “Add Purchase” button to open the purchase creation form

      • 2. Purchase Information

        Fill in the following details about your purchase:

        • Vendor: Select the vendor or supplier you are purchasing from using the dropdown menu
        • Purchase Date: Enter the date when the purchase was made or received
        • Product: Select products from your catalog and specify the quantity being purchased for each item
        • Notes: Add any additional notes or special instructions related to this purchase

        After entering all details, you can:

        • Create Purchase Orders: Add new purchase orders to track inventory coming from suppliers
        • Select Vendors: Choose which suppliers you are ordering from
        • Add Products: Select multiple products and their quantities in a single purchase order

      • 3. Handle Purchase Returns

        This section manages returns of defective, damaged, or excess items back to your vendors. You can process returns, update inventory accordingly, and maintain proper records of vendor returns.

        Creating Purchase Returns

        To create a return for items you need to send back to a vendor:

        • 1. Access Purchase Returns

          • Click “Purchase Return” in the submenu
          • Click the “Create Return” button to open the return form

        • 2. Return Information

          Provide the following details:

          • Purchase: Select the original purchase order that contains the items you want to return
          • Branch: Select which branch location the return is being processed from
          • Return Date: Enter the date when the return is being made
          • Reason: Specify the reason for the return (defective, damaged, wrong item, etc.)
          • Notes: Add any additional notes about the return

          You can then:

          • Create Returns: Process returns for defective or excess items back to vendors
          • Select Original Purchase: Link the return to the original purchase order
          • Select Branch and Return Date: Specify location and date for proper tracking

• Step 4: Quotation Management

  • 1. Access Quotations

    • Click “Quotation” in the left sidebar menu
    • You will see a list of all existing quotations you have created

  • 2. Create and Manage Quotations

    This module helps you create professional quotations (price estimates) for customers before finalizing sales. You can generate detailed quotes, send them to customers via email, track their responses, and convert approved quotations into actual sales.

    • Create New Quotations: Click the add button to create a price quote for a customer
    • Select Customer & Branch: Choose which customer the quotation is for and which branch is providing the quote
    • Add Products: Select products from your catalog and set their prices
    • Set Validity: Define when the quotation expires (e.g., valid for 30 days)
    • Send to Customer: Email the quotation directly to the customer for their review
    • Track Status: Monitor whether the quotation has been approved, rejected, or is still pending

    This feature is particularly useful for B2B sales, custom orders, or when customers need time to review pricing before making a purchase decision.

• Step 5: Sales Management

  • 1. Navigate to Sales Management

    • Click “Sales Management” in the left sidebar menu
    • This will expand a submenu with options related to sales tracking and returns

  • 2. Manage Sales

    This section tracks all completed sales transactions and customer purchases made through your POS system or other sales channels. You can view sales history, generate invoices, and analyze transaction details.

    • Click “Sales” in the submenu
    • From here you can:
    • View All Sales: See a complete history of all sales transactions with dates, amounts, and customer information
    • Search Sales: Find specific sales records using filters like date range, customer name, or invoice number
    • View Details: Click on any sale to see detailed information including products sold, quantities, prices, and payment method
    • Print Invoices: Generate and print professional invoices for any completed sale

  • 3. Handle Sales Returns

    This section processes customer returns and refunds for sold products. When customers want to return items, you can handle their requests, process refunds, and update inventory levels accordingly.

    Creating Sales Returns

    To process a customer return:

    • 1. Access Sales Returns

      • Click “Sales Return” in the submenu
      • Click the “Create Return” button to start a new return

    • 2. Return Information

      Fill in the following details:

      • Branch: Select which branch location is processing the return
      • Sale: Select the original sale transaction that the customer is returning items from
      • Return Date: Enter the date when the return is being processed
      • Notes: Add any notes about the return for your records
      • Return Reason: Specify why the customer is returning the items (defective, wrong size, changed mind, etc.)

      Process Returns: Handle customer returns, select branch & sale, and add return date, return item select after fill reason, notes

• Step 6: Reports and Analytics

  This module provides comprehensive business analytics and performance reporting tools. You can generate various reports to analyze sales trends, track financial performance, monitor inventory, and make informed business decisions.

  • 1. Access Reports

    • Click “Reports” in the left sidebar
    • Choose from various report categories based on what information you need

  • 2. Generate Reports

    The following report types are available:

    • Sales Reports: Analyze sales performance over time, compare periods, identify best-selling products, and track sales trends
    • Financial Reports: Review total revenue, calculate profit margins, monitor expenses, and get a complete financial overview
    • Inventory Reports: Check current stock levels, view stock movements, identify slow-moving items, and track inventory turnover
    • Customer Reports: Analyze customer behavior, identify top customers, track purchase frequency, and understand buying patterns
    • Tax Reports: Generate tax compliance reports for filing purposes and financial audits
    • Purchase Reports: Review purchase history, analyze vendor spending, and track restocking costs
    • Expense Reports: Monitor business expenses by category, identify spending patterns, and control costs
    • Vendor Reports: Analyze vendor performance, compare supplier prices, and evaluate vendor reliability

    These reports help you understand your business better and make data-driven decisions to improve profitability and efficiency.

• Step 7: Staff Management

  • 1. Navigate to Staff Management

    • Click “Staff Management” in the left sidebar menu
    • This will expand a submenu with options for managing employees and their roles

  • 2. Manage Users

    This section handles employee account creation and user administration. You can add staff members who work for your company, assign them specific roles, and control what features they can access.

    Creating Users

    To add a new employee to the system:

    • 1. Access User Management

      • Click “Users” in the submenu
      • Click the “Add User” button to open the user creation form

    • 2. User Information

      Provide the following details for the new user:

      • Name: Enter the employee’s full name
      • Email: Provide a valid email address that will be used for login
      • Password: Create a secure password for the employee (they can change it later)
      • Confirm Password: Re-enter the password to ensure it was typed correctly
      • Role: Select the appropriate role that defines what the user can access and do

      After creating users, you can:

      • Add New Users: Create accounts for all employees who need system access
      • Assign Roles: Set each user’s role which determines their permissions and access levels
      • Edit User Details: Update user information like name, email, or role as needed

    • 3. Manage Roles

      This section defines job-specific roles and permission levels for employees. You can create custom roles tailored to your business needs, set specific access rights, and assign these roles to users.

      Creating Roles

      To create a new role:

      1. Role Management

      • Click “Roles” in the submenu
      • Click the “Add Role” button to open the role creation form

      2. Role Information

      Define the role with these details:

      • Role Name: Enter a descriptive name for the role (e.g., Cashier, Store Manager, Inventory Manager)
      • Description: Provide a brief description explaining what this role is responsible for
      • Permission: Check the boxes for all permissions this role should have (e.g., view products, process sales, manage inventory, view reports)

      Roles help you control access to sensitive features and ensure employees only see and use the parts of the system relevant to their job.

• Step 8: POS Management

  • 1. Navigate to POS Management

    • Click “POS Management” in the left sidebar menu
    • This will expand a submenu with options for managing branches and cash registers

  • 2. Manage Branches

    This section handles multiple store locations and branch management. If you operate more than one retail location, you can add each branch, update information, and control operations for each location separately.

    Creating Branches

    To add a new store location:

    • 1. Access Branch Management

      • Click “Branches” in the submenu
      • Click the “Add Branch” button to open the branch creation form

    • 2. Branch Information

      Fill in the following details:

      • Branch Name: Enter the name of the store location (e.g., Downtown Store, Mall Branch)
      • Address: Provide the complete street address of the branch
      • Phone: Enter the branch’s contact phone number
      • Email: Provide an email address for the branch
      • Manager: Assign a staff member as the branch manager
      • Status: Set to Active to enable operations, or Inactive to temporarily disable

      After creating branches, you can:

      • Add New Branches: Create profiles for all your store locations
      • Edit Branch Details: Update branch information when changes occur
      • Set Branch Status: Activate or deactivate branches as needed

    • 3. Manage Cash Registers

      This section manages POS terminals and cash handling for each branch. You can add multiple registers per branch, set opening balances, and monitor cash register sessions.

      Creating Cash Registers

      To add a new cash register:

      • 1. Access Cash Register Management

        • Click “Cash Registers” in the submenu
        • Click the “Add Cash Register” button to open the register creation form

      • 2. Cash Register Information

        Provide these details:

        • Cash Register Name: Enter a name to identify this register (e.g., Register 1, Front Counter)
        • Branch: Select which branch location this register belongs to
        • Description: Add notes about this register’s location or purpose
        • Opening Balance: Set the starting cash amount that should be in the register at the beginning of each day
        • Status: Set to Active to enable use, or Inactive to disable

        You can then:

        • Add Registers: Create profiles for all your POS terminals
        • Assign to Branches: Link each register to its physical branch location
        • Set Opening Balance: Configure starting cash amounts for proper cash management

• Step 9: Contacts Management

  • 1. Navigate to Contacts

    • Click “Contacts” in the left sidebar menu
    • This will expand a submenu with options for managing customers and vendors

  • 2. Manage Customers

    This section maintains customer profiles and relationship management. You can add customer information, track their purchase history, and manage customer data for better service and marketing.

    Creating Customers

    To add a new customer to your database:

    • 1. Access Customer Management

      • Click “Customers” in the submenu
      • Click the “Add Customer” button to open the customer creation form

    • 2. Customer Information

      Fill in the following customer details:

      • Customer Name: Enter the customer’s full name
      • Email: Provide the customer’s email address
      • Phone: Enter the customer’s phone number
      • Date of Birth: Record the customer’s birth date (useful for birthday promotions)
      • Gender: Select the customer’s gender if relevant for your business
      • Billing Address: Enter the street address for billing purposes
      • Billing City: Specify the billing city
      • Billing State: Enter the billing state or province
      • Billing Postal Code: Provide the billing ZIP or postal code
      • Billing Country: Select the billing country
      • Shipping Address: Enter the street address for deliveries (can be different from billing)
      • Shipping City: Specify the shipping city
      • Shipping State: Enter the shipping state or province
      • Shipping Postal Code: Provide the shipping ZIP or postal code
      • Shipping Country: Select the shipping country
      • Status: Set to Active for current customers, or Inactive for dormant accounts
      • Note: Add any additional notes about the customer

      After creating customer profiles, you can:

      • Add New Customers: Create profiles for all your regular and new customers
      • Edit Customer Details: Update customer information when it changes
      • Track Purchase History: View all transactions made by each customer
      • Manage Customer Groups: Organize customers into categories for targeted marketing

    • 3. Manage Vendors

      This section handles supplier relationships and vendor management. You can add supplier information, track purchases from each vendor, and maintain vendor contact details.

      Creating Vendors

      To add a new supplier to your system:

      • 1. Access Vendor Management

        • Click “Vendors” in the submenu
        • Click the “Add Vendor” button to open the vendor creation form

      • 2. Vendor Information

        Provide the following vendor details:

        • Vendor Name: Enter the supplier’s name or contact person
        • Company Name: Provide the official company name of the supplier
        • Email: Enter the vendor’s email address for communication
        • Phone: Provide the vendor’s phone number
        • Tax Number: Enter the vendor’s tax identification number if applicable
        • Billing Address: Enter the street address for billing
        • Billing City: Specify the billing city
        • Billing State: Enter the billing state or province
        • Billing Postal Code: Provide the billing ZIP or postal code
        • Billing Country: Select the billing country
        • Shipping Address: Enter the address where you receive shipments from this vendor
        • Shipping City: Specify the shipping city
        • Shipping State: Enter the shipping state or province
        • Shipping Postal Code: Provide the shipping ZIP or postal code
        • Shipping Country: Select the shipping country
        • Status: Set to Active for current vendors, or Inactive for vendors you no longer use
        • Notes: Add any additional notes about payment terms, lead times, or special conditions

        After creating vendor profiles, you can:

        • Add New Vendors: Create profiles for all your suppliers
        • Edit Vendor Details: Update supplier information as needed
        • Track Purchase History: Monitor all purchases made from each vendor
        • Manage Payment Terms: Set and track payment schedules and terms for each supplier

• Step 10: Product Management

  • 1. Navigate to Product Management

    • Click “Product Management” in the left sidebar to expand the submenu

  • 2. Manage Product Categories

    This section organizes products into logical groups for better inventory management. You can create categories, set hierarchies, and organize your product catalog for easier navigation.

    • Click “Categories” in the submenu
    • You can:
    • Create Categories: Add product categories to organize your inventory
    • Categories Field: Fill in category name, slug (URL-friendly name), description, upload image, and set status
    • Edit Categories: Update category information when your product organization changes

  • 3. Manage Brands

    This section manages product brands and manufacturer information. You can add brands, track brand performance, and organize products by manufacturer for better inventory control.

    • Click “Brands” in the submenu
    • You can:
    • Add Brands: Create brand entries for all manufacturers you carry
    • Brands Field: Fill in brand name, slug, description, upload logo, add website URL, and set status
    • Edit Brand Details: Update brand information as needed

  • 4. Manage Units

    This section defines measurement units for product inventory tracking. You can add units like pieces, kilograms, liters for accurate stock management and reporting.

    • Click “Units” in the submenu
    • You can:
    • Add Measurement Units: Create units (kg, pieces, liters, boxes, dozens, etc.)
    • Units Field: Enter unit name, short name for display, description, and status
    • Set Unit Conversions: Define unit relationships if needed for conversions

  • 5. Manage Taxes

    This section handles tax rates and categories for compliance and pricing. You can set tax percentages, configure tax rules, and ensure proper tax calculation on sales.

    • Click “Taxes” in the submenu
    • You can:
    • Create Tax Rates: Add tax categories and rates for different product types
    • Tax Field: Enter tax name, rate percentage, tax type, description, and status
    • Configure Tax Rules: Set tax application rules for different situations

  • 6. Manage Products

    This section maintains your complete product catalog and inventory information. You can add products, set prices, track stock levels, and manage all product details.

    • Click “Products” in the submenu
    • You can:
    • Add New Products: Create product entries for all items you sell
    • Set Product Details: Add product name, SKU (stock keeping unit), detailed descriptions, assign categories, select brand, choose unit of measurement, set purchase price, set selling price, enter quantities, define stock alert levels, apply taxes, upload product images, and set status
    • Configure Inventory: Set stock levels and reorder points to maintain optimal inventory
    • Assign Categories: Organize products by categories for easy browsing
    • Set Pricing: Configure purchase prices (what you pay) and selling prices (what customers pay)

  • 7. Barcode Printing

    This section generates printable barcode labels for product identification. You can create barcodes for products to enable quick scanning during sales and inventory management.

    • Click “Barcode Print” in the submenu
    • You can:
    • Select Products: Choose products for barcode generation
    • Generate Barcodes: Create printable barcode labels that can be attached to products

• Step 11: Expense Management

  • 1. Navigate to Expense Management

    • Click “Expense Management” in the left sidebar to expand submenu

  • 2. Manage Expense Categories

    This section organizes business expenses into structured categories for tracking. You can create expense types like office supplies, travel, utilities for better organization and reporting.

    Creating Expense Categories

    • 1. Access Expense Category Management

      • Click “Expense Categories” in the submenu
      • Click the “Add Category” button to create a new category

    • 2. Category Information

      Fill in these details:

      • Category Name: Name of the expense category (e.g., Office Supplies, Travel, Utilities)
      • Slug: URL-friendly slug for the category
      • Description: Brief description of what expenses belong in this category
      • Status: Set to Active or Inactive

      You can:

      • Create Categories: Add expense categories (office supplies, travel, rent, utilities, marketing, etc.)
      • Edit Categories: Update category information as your business needs change

  • 3. Manage Expenses

    This section records and tracks all business expenses with receipt management. You can add expenses, upload receipts, categorize costs, and monitor spending for better financial control.

    Creating Expenses

    • 1. Access Expense Management

      • Click “Expense” in the submenu
      • Click the “Add Expense” button to record a new expense

    • 2. Expense Information

      Fill in the following details:

      • Branch: Select which branch location incurred this expense
      • Category: Choose the appropriate expense category from your predefined list
      • Title: Enter a descriptive title for the expense
      • Description: Provide details about the expense (what it was for, why it was necessary)
      • Amount: Enter the expense amount in your default currency
      • Expense Date: Select the date when the expense occurred
      • Receipt: Upload a photo or PDF of the receipt for documentation
      • Status: Set to Active or Inactive

      You can:

      • Add New Expenses: Record all business expenses as they occur
      • Upload Receipts: Attach receipt images for documentation and audit purposes
      • Categorize Expenses: Assign expenses to appropriate categories for better tracking
      • Submit for Approval: Send expenses for manager review if required by your company policy
      • Track Status: Monitor approval status of submitted expenses

• Step 12: Plans Management

  • 1. Navigate to Plans

    • Click “Plans” in the left sidebar to expand submenu

    This section handles your subscription to Pos SaaS and allows you to view available plans and manage your subscription.

  • 2. View Available Plans

    This section displays subscription options available for your company. You can compare different plans to choose the one that best fits your business needs.

    • Click “Plan” in the submenu
    • You can:
    • Check Features: See what features and limitations each plan includes
    • View Pricing: Check monthly and yearly pricing options for each plan
    • Subscribe Now: Click to subscribe to a specific plan that meets your requirements

  • 3. Manage Plan Requests

    This section handles manual plan upgrade requests requiring admin approval. If you want to upgrade to a higher plan, you submit a request here.

    • Click “My Plan Request” in the submenu
    • You can:
    • Submit Requests: Request plan upgrades when you need more features or higher limits
    • Track Status: Monitor whether your request has been approved, rejected, or is still pending
    • View History: See all previous plan requests you’ve submitted

  • 4. View Plan Orders

    This section shows your subscription purchase history and payment records. You can view active plans, download invoices and check subscription validity.

    • Click “My Plan Order” in the submenu
    • You can:
    • View Active Subscriptions: See details about your current active plan including features, limits, and expiration dates

• Step 13: Referral Program

  • 1. Navigate to Referral Program

    • Click “Referral Program” in the left sidebar to expand submenu

    This section manages your participation in the referral rewards program where you can earn commissions by referring new customers to PosGo.

  • 2. Dashboard

    This section provides overview of your referral program performance and statistics. You can view total referrals, earnings and program metrics.

    • Click “Dashboard” in the submenu
    • You can:
    • View Statistics: See referral performance metrics including how many people you’ve referred
    • Track Earnings: Monitor total referral earnings you’ve accumulated
    • Check Progress: View your referral program progress and rewards status

  • 3. Referred Users

    This section displays list of users you have successfully referred to the platform. You can track referred user status and referral rewards earned.

    • Click “Referred Users” in the submenu
    • You can:
    • View Referred Users: See a list of customers you’ve referred who signed up
    • Track Status: Monitor referred user registration status and whether they’ve completed required actions for you to earn rewards

  • 4. Payout Request

    This section manages withdrawal requests for earned referral commissions. Once you’ve earned enough, you can request a payout.

    • Click “Payout Request” in the submenu
    • You can:
    • Submit Requests: Request payout for earned commissions once you reach the minimum threshold
    • Track Status: Monitor whether your payout request has been approved, rejected, or is being processed
    • View History: See all previous payout requests you’ve made

• Step 14: Media Library

  This module provides file storage and management for your business files and images. All images used for products, brands, and other areas are stored here.

  • 1. Access Media Library

    • Click “Media Library” in the left sidebar
    • You can:
    • Upload Files: Add images and documents to your media library for use throughout the system
    • Organize Files: Create folders and organize media files for easy access
    • Use in Products: Attach images to products, categories, and brands by selecting them from the media library

• Step 15: Notifications

  This module displays system alerts, updates and important messages for your account. You can view notifications, mark as read and stay updated with system activities.

  • 1. Access Notifications

    • Click “Notifications” in the left sidebar
    • You can:
    • View Notifications: See all system notifications including sales alerts, low stock warnings, and important updates
    • Mark as Read: Clear notification alerts once you’ve reviewed them
    • Filter Notifications: Sort notifications by type or date to find specific messages

• Step 16: Staff Login Activity Tracking

  This module tracks staff login activities for security monitoring. You can view login logs, monitor access patterns and ensure system security.

  • 1. Access Staff Login Activity

    • Click “Staff Login History” on the right side of your screen
    • View staff login logs and session history showing timestamps and login details

  • 2. Monitor Login Activity

    • View Login Logs: See detailed records of all staff login activities including date, time, and user
    • Security Monitoring: Identify unusual login patterns or unauthorized access attempts

• Step 17: Notification Templates

  This module manages customizable templates for automated system notifications, You can edit notification content, customize messages and configure notification preferences.

  • 1. Access Notification Templates

    • Click “Notification Template” in the left sidebar
    • You can:
    • View Templates: See all available notification templates in the system
    • Customize Content: Edit template messages to match your business communication style
    • Configure Settings: Set notification preferences for when and how notifications are sent

• Step 18: Settings

  • 1. Navigate to Settings

    • Click “Settings” in the left sidebar to expand submenu

    The Settings section contains multiple subsections that control various aspects of your company’s configuration.

  • 2. System Settings

    This section provides basic system configuration and preferences. You can set language, timezone, date format and system-wide preferences.

    • Click “System Settings” in the submenu
    • You can:
    • Configure System Preferences: Set your preferred language, timezone, and date format
    • Update System Settings: Modify system-wide configurations that affect how the system works for your company

  • 3. Brand Settings

    This section manages company branding and visual appearance. You can upload logos, customize colors and configure brand elements.

    • Click “Brand Settings” in the submenu
    • You can:
    • Upload Company Logo: Add your company logo that appears on receipts, invoices, and reports
    • Customize Colors: Set theme colors to match your brand identity
    • Configure Branding: Manage other brand appearance elements

  • 4. Currency Settings

    This section handles currency configuration and exchange rates. You can set default currency, configure symbols and manage multi-currency support.

    • Click “Currency Settings” in the submenu
    • You can:
    • Set Default Currency: Choose the primary currency for your business transactions
    • Configure Currency Display: Set how currency symbols are positioned and formatted (before or after amounts)
    • Manage Exchange Rates: Update currency exchange rates if you work with multiple currencies

  • 5. Email Settings

    This section configures email server and SMTP settings. You can set up email delivery, configure SMTP servers and manage email preferences.

    • Click “Email Settings” in the submenu
    • You can:
    • Configure SMTP: Set up email server settings including host, port, username, and password
    • Test Email Delivery: Send a test email to verify your email configuration works correctly
    • Manage Email Preferences: Set email-related options and preferences

  • 6. Email Notification Settings

    This section manages automated email notifications and templates. You can configure notification triggers, customize email content and set notification preferences.

    • Click “Email Notification Settings” in the submenu
    • You can:
    • Configure Notifications: Set which events trigger email notifications
    • Customize Templates: Edit notification email content and styling
    • Manage Recipients: Set who receives different types of notifications
    • Email Templates: Enable or disable specific email templates including: new user, new customer, new vendor, new branch, new expense, new purchase, new purchase return, new quotation, new sale return

  • 7. Twilio SMS Settings

    This section configures SMS notifications through Twilio integration. You can set up SMS delivery, configure Twilio credentials and manage SMS preferences.

    • Click “Twilio SMS Settings” in the submenu
    • You can:
    • Configure Twilio: Set up Twilio API credentials for SMS functionality
    • Test SMS Delivery: Send a test SMS to verify your SMS configuration works
    • Manage SMS Preferences: Set SMS-related options
    • Twilio Notification: Notification enable/disable option, available notification new customer, new quotation, new return, new vendor, new sales, new purchase

  • 8. Webhook Settings

    This section manages webhook integrations and API callbacks. You can configure webhook URLs, set authentication and manage webhook events.

    • Click “Webhook Settings” in the submenu
    • You can:
    • Configure Webhooks: Set webhook URLs for receiving data from the system
    • Manage Authentication: Set webhook security and authentication methods

  • 9. Company Settings

    This section manages company information and business details. You can update company profile, contact information and business preferences.

    • Click “Company Settings” in the submenu
    • You can:
    • Update Company Information: Modify company details like name, address, and registration information
    • Manage Contact Details: Set business contact information that appears on documents and communications