Dashboard & Sales Desk
5 answers in this category.
Who this category is for
Owners, branch managers, cashiers
How to use this category
- Start on the dashboard to confirm date range, branch context and headline KPIs.
- Move into POS or Exchange Mobile when a transaction needs to be completed.
- Use Sales Reports after posting to review what happened and answer follow-up questions.
What to remember
- Branch context matters before reading dashboard numbers or starting POS.
- Customer points and cheque flows need correct customer and payment data before the bill is submitted.
- Saved carts are useful when a sale pauses and needs to be resumed later.
How do I check today's business performance?
Open Business Dashboard, set the correct date range and branch, read the KPI cards first, then drill into Sales Reports if a number needs proof.
How do I split one sale across cash, card, bank or points?
Use Point of Sales, build the cart normally, then enter each payment source carefully so the total paid equals the invoice total before you submit.
How do I create a new sales bill?
Open Point of Sales, add the products, attach the customer if needed, choose the payment method, review totals, then submit and print the invoice.
How do I complete a mobile exchange or trade-in?
Use Exchange Mobile when the customer gives one device and receives another. Confirm both device values, the customer details and the settlement difference before saving.
How do I review posted sales after billing is complete?
Open Sales Reports, filter by branch and date, inspect the totals and row history together, then open the linked invoice when one sale needs more detail.