Installation Instruction

Requirements: Apache 2.2+, Mysql 5.4+, PHP 5.3+

1. Copy/Upload the folder and files to your web server using cPanel or FTP
2. If you are installing in sub folder, please make sure there is no space in folder names
3. Create mysql database, database user and grant all permission to user for this database.
4. Open the http://yourdomain.com/pathtoupload/install/index.php
5. Step 1: Pre-install system checklist - If there is any issue with checklist, you will need to fix it first to proceed to next step.
6. Step2: Provide you Envato Username and Purchase Code to validate the purchase.
7. Step 3: Provide the database host, database user, database password and database name to proceed to next step. Please make sure you don't have $ sign in your password.
8. Step 4: Site Config: Please Fill in you SMA Base URL and select your timezone. You must check the site url as installer might guess it wrong
   • Base URL for public_html or www/htdocs folder will be http://yourdomain.com/ or http://localhost/
   • Base URL for sub-domain will be http://subdomain.yourdomain.com/
   • Base URL for sub-folder will be http://yourdomain.com/subfolder/ or http://localhost/subfolder/
   • Base URL must not have space and it should end with a trailing slash
9. If every thing goes smooth, You will be redirect to final page with login details.
10. Remove the install folder before start using the SMA.
11. Login using default username and password, and edit user to change login details.
12. SMA is ready to use, after settings. Please save system settings and POS settings before start using it.

After Install

1. Add new owner user before editing/deleting the default owner account (we have disabled the option to edit the logged in user email and user name, You won't be able edit/delete the default user unless you are logged in with new owner account).
2. Add your currency.
3. Edit the default biller to update you company details.
4. Update the system settings, by selecting the default currency and accounting method. If you need over-selling (sell products even that are out of stock), you can only choose the AVCO as FIFO/LIFO won't work with over-selling.
5. You are ready to go, start adding categories, taxes, warehouses, products, customer, sales and purchase.

Request Installation

We will provide the service to install the item for $10 To request the installation, please send $10 to [email protected] by Paypal or Skrill and email us your license file and hosting control panel details with reference of your payment to [email protected]

Updating from RC3.0.1.xx/RC3.0.2.xx to latest

1. Extract the downloaded file.
2. Copy RC3.0.2.xx/sma/config/migration.php, paste and replace the old file in yourinstallationdirectory/config/
3. Copy RC3.0.2.xx/themes, paste and replace the old folder in yourinstallationdirectory/
4. Copy RC3.0.2.xx/system, paste and replace the old folder in yourinstallationdirectory/
5. Copy
   1. RC3.0.2.xx/sma/controllers
   2. RC3.0.2.xx/sma/core
   3. RC3.0.2.xx/sma/helpers
   4. RC3.0.2.xx/sma/language
   5. RC3.0.2.xx/sma/libraries
   6. RC3.0.2.xx/sma/migrations
   7. RC3.0.2.xx/sma/models
   Paste and replace the old folders in yourinstallationdirectory/sma/
6. Please copy the database changes from top to your current version and run in phpmyadmin after selecting your database.
7. Database changes are as following:
   
   

   --RC3.0.2.4 Migration version 312
   ALTER TABLE `sma_products` 
       ADD `promotion` TINYINT(1) NULL DEFAULT 0,
       ADD `promo_price` DECIMAL(25,4) NULL DEFAULT NULL,
       ADD `start_date` DATE NULL,
       ADD `end_date` DATE NULL,
       ADD `supplier1_part_no` VARCHAR(50) NULL,
       ADD `supplier2_part_no` VARCHAR(50) NULL,
       ADD `supplier3_part_no` VARCHAR(50) NULL,
       ADD `supplier4_part_no` VARCHAR(50) NULL,
       ADD `supplier5_part_no` VARCHAR(50) NULL;
   ALTER TABLE `sma_purchases`
       ADD `payment_term` TINYINT NULL,
       ADD `due_date` DATE NULL;
   ALTER TABLE `sma_purchase_items`
       ADD `supplier_part_no` VARCHAR(50) NULL;
   ALTER TABLE `sma_settings`
       ADD `barcode_separator` VARCHAR(2) NOT NULL DEFAULT '_';
   ALTER TABLE `sma_permissions` 
       ADD `bulk_actions` TINYINT(1) NOT NULL DEFAULT '0',
       ADD `customers-deposits` TINYINT(1) NOT NULL DEFAULT '0',
       ADD `customers-delete_deposit` TINYINT(1) NOT NULL DEFAULT '0';
   ALTER TABLE `sma_companies` ADD `deposit_amount` DECIMAL(25,4) NULL;
   CREATE TABLE IF NOT EXISTS `sma_deposits` (
       `id` int(11) NOT NULL AUTO_INCREMENT,
       `date` TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
       `company_id` INT(11) NOT NULL,
       `amount` DECIMAL(25,4) NOT NULL,
       `paid_by` VARCHAR(50) NULL,
       `note` VARCHAR(255) NULL,
       `created_by` INT NOT NULL,
       `updated_by` INT NULL,
       `updated_at` DATETIME NULL,
       PRIMARY KEY (`id`)
   ) ENGINE=InnoDB  DEFAULT CHARSET=utf8 AUTO_INCREMENT=1;
   UPDATE `sma_migrations` SET `version` = 312;
   
   --RC3.0.2.3 FOR POS MODULE ONLY Migration version 311
   ALTER TABLE `sma_pos_settings` ADD `after_sale_page` TINYINT(1) NULL DEFAULT '0',
    ADD `item_order` TINYINT(1) NULL DEFAULT '0';
    
   --RC3.0.2.2 Migration version 310
   ALTER TABLE `sma_settings` ADD `remove_expired` TINYINT(1) NULL DEFAULT '0' ;
   ALTER TABLE `sma_users` ADD `allow_discount` TINYINT(1) NULL DEFAULT '0' ;
   UPDATE `sma_migrations` SET `version` = 310;
   
   --RC3.0.2.0 Migration version 309
   ALTER TABLE `sma_users` ADD `view_right` TINYINT(1) NOT NULL DEFAULT '0', ADD `edit_right` TINYINT(1) NOT NULL DEFAULT '0';
   ALTER TABLE `sma_purchase_items` ADD `quantity_received` DECIMAL(15,4) NULL ;
   ALTER TABLE `sma_settings` ADD `display_symbol` TINYINT(1) NULL, ADD `symbol` VARCHAR(50) NULL;
   ALTER TABLE `sma_permissions` ADD `products-adjustments` TINYINT(1) NOT NULL DEFAULT '0';
   UPDATE `sma_migrations` SET `version` = 309;
   
   -- RC3.0.1.16 Migration version 308
   ALTER TABLE `sma_transfer_items` ADD `warehouse_id` INT NULL ;
   ALTER TABLE `sma_settings` ADD `display_all_products` TINYINT(1) NULL DEFAULT '0' ;
   UPDATE `sma_migrations` SET `version` = 308;
   
   -- RC3.0.1.13 Migration version 307
   ALTER TABLE `sma_settings` ADD `qty_decimals` TINYINT(1) NULL DEFAULT '2' ;
   UPDATE `sma_migrations` SET `version` = 307;
   
   -- RC3.0.1.13 Migration version 306
   ALTER TABLE `sma_costing` CHANGE `quantity` `quantity` DECIMAL(15,4) NOT NULL,
    CHANGE `purchase_net_unit_cost` `purchase_net_unit_cost` DECIMAL(25,4) NULL DEFAULT NULL,
    CHANGE `purchase_unit_cost` `purchase_unit_cost` DECIMAL(25,4) NULL DEFAULT NULL,
    CHANGE `sale_net_unit_price` `sale_net_unit_price` DECIMAL(25,4) NOT NULL,
    CHANGE `sale_unit_price` `sale_unit_price` DECIMAL(25,4) NOT NULL,
    CHANGE `quantity_balance` `quantity_balance` DECIMAL(15,4) NULL DEFAULT NULL;
   ALTER TABLE `sma_costing` ADD `option_id` INT NULL ;
   ALTER TABLE `sma_sales` ADD `attachment` VARCHAR(55) NULL ;
   ALTER TABLE `sma_quotes` ADD `attachment` VARCHAR(55) NULL ;
   ALTER TABLE `sma_purchases` ADD `attachment` VARCHAR(55) NULL ;
   ALTER TABLE `sma_transfers` ADD `attachment` VARCHAR(55) NULL ;
   ALTER TABLE `sma_return_sales` ADD `attachment` VARCHAR(55) NULL ;
   UPDATE `sma_migrations` SET `version` = 306;
   
   -- RC3.0.1.7 Migration version 305
   ALTER TABLE `sma_settings` ADD `sac` TINYINT(1) NULL DEFAULT '0' ;
   ALTER TABLE `sma_sale_items` ADD `real_unit_price` DECIMAL(25,4) NULL DEFAULT '0' ;
   ALTER TABLE `sma_quote_items` ADD `real_unit_price` DECIMAL(25,4) NULL DEFAULT '0' ;
   ALTER TABLE `sma_return_items` ADD `real_unit_price` DECIMAL(25,4) NULL DEFAULT '0' ;
   ALTER TABLE `sma_purchase_items` ADD `real_unit_cost` DECIMAL(25,4) NULL DEFAULT '0', ADD `unit_cost` DECIMAL(25,2) NULL ;
   ALTER TABLE `sma_transfer_items` ADD `real_unit_cost` DECIMAL(25,4) NULL DEFAULT '0', ADD `unit_cost` DECIMAL(25,2) NULL, ADD `date` DATE NULL ;
   UPDATE `sma_migrations` SET `version` = 305;
   -- For POS Module
   ALTER TABLE `sma_suspended_items` ADD `real_unit_price` DECIMAL(25,4) NULL DEFAULT '0' ;
   
   -- RC3.0.1.4 Migration version 304
   ALTER TABLE `sma_damage_products` ADD `type` VARCHAR(20) NOT NULL ;
   ALTER TABLE `sma_damage_products` CHANGE `user` `created_by` INT(11) NULL DEFAULT NULL;
   RENAME TABLE `sma_damage_products` TO `sma_adjustments`;
   UPDATE `sma_migrations` SET `version` = 304;
   
   -- For POS Module Migration version 304
   ALTER TABLE `sma_pos_settings` ADD `purchase_code` VARCHAR(100) NULL DEFAULT 'purchase_code' ,
   ADD `envato_username` VARCHAR(50) NULL DEFAULT 'envato_username' ,
   ADD `version` VARCHAR(10) NULL DEFAULT '3.0.1.4' ;
   UPDATE `sma_migrations` SET `version` = 304;
   
   -- RC3.0.1.3 For POS Module Migration version 303
   ALTER TABLE `sma_pos_register` ADD `total_cash_submitted` DECIMAL(25,4) NOT NULL ,
   ADD `total_cheques_submitted` INT NOT NULL ,
   ADD `total_cc_slips_submitted` INT NOT NULL ;
   UPDATE `sma_migrations` SET `version` = 303;
   
   -- RC3.0.1.2 Migration version 302
   ALTER TABLE `sma_combo_items` ADD `unit_price` DECIMAL(25,4) NULL;
   ALTER TABLE `sma_settings` ADD `expense_prefix` VARCHAR(20) NULL AFTER `return_prefix`;
   ALTER TABLE `sma_order_ref` ADD `ex` INT(11) NOT NULL DEFAULT '1';
   CREATE TABLE IF NOT EXISTS `sma_migrations` (
     `version` bigint(20) NOT NULL
   ) ENGINE=InnoDB DEFAULT CHARSET=utf8;
   INSERT INTO `sma_migrations` (`version`) VALUES (302);

   
   Please copy and paste all queries from your current version to the latest.
8. Login to your site and I hope that every thing will be fine.

Updating from V2.3

Please follow these steps to update from v2.3 to v3.

1. Backup all your files and database. Save/download the backup.
2. Save/download database config file (sma/config/database.php) on your computer
3. Delete all old files/folders and upload all the new files/folders (from your downloaded file).
4. Once all the files are uploaded. We need to update the datase configuratiuon to the newly uploaded database configuration file (sma/config/databse.php) form the locally saved copy of database config file in step 2. You need to updated the hostname, username, password, database and set the db_debug to FALSE.
5. LETS UPDATE, UPDATE TOOL WON'T ASK FOR DATABASE CONFIG AS WE HAVE ALREADY UPDATED THE DATABASE SETTINGS.
6. Open the browser and type http://yourdomain.com/pathtoupload/update/index.php
7. Step 1: Pre-install system checklist - If there is any issue with checklist, you will need to fix it first to proceed to next step.
8. Step 2: Provide your Envato Username and Purchase Code to validate and update your license.
9. Step 3: Site Config: Please Fill in you SMA Base URL and select your timezone. You must check the site url as installation tool can guess it wrong. This is the same base_url that you have in your old sma/config/config.php file
   • Base URL for public_html or www/htdocs folder will be http://yourdomain.com/ or http://localhost/
   • Base URL for sub-domain will be http://subdomain.yourdomain.com/
   • Base URL for sub-folder will be http://yourdomain.com/subfolder/ or http://localhost/subfolder/
   • Base URL must not have space and it should end with a trailing slash
10. If every thing goes smooth, You will be redirect to final page with update complete message.
11. Remove the install and update folder from main folder before start using the SMA.

After Update

1. Login using your old credentials.
2. You will be redirected to the database synchronization page to import/correct the database for new version. Please press the button to perform actions
   1. Correct User Groups: The all user are set as owner, please use this button to set the correct user group of each user.
   2. Import Billers: Import your Billers
   3. Import Customers: Import your Customers
   4. Import Suppliers: Import your Suppliers
   5. Delete extra table: You can delete all unused tables in your database

   These are optional, if you need to update the records or delete old data in these tables.

   1. Update Sales Table: To update the table paid, sale status = competed and payment status = paid
   2. Update Quotes Table: To update the table status = completed
   3. Update Purchases Table: To update the table paid, status = received and payment status = paid
   4. Update Transfers Table: To update the status = completed

   OR

   1. Reset Sales Table: To reset/empty the table
   2. Reset Quotes Table: To reset/empty the table
   3. Reset Purchases Table: To reset/empty the table
   4. Reset Transfers Table: To reset/empty the table
   5. Reset Deliveries Table: To reset/empty the table
   6. Reset Products Table: To reset/empty the table (You can skip this to save the old products)
   7. Reset Damage Products Table: To reset/empty the table (You can skip this to save the old data)
3. Add your currency.
4. Update the system settings, by selecting the default currency and accounting method. If you need over-selling (sell products even that are out of stock), you can only choose the AVCO as FIFO/LIFO won't work with over-selling.
5. You are ready to start using new version.

Request Update

We will provide the service to update your old SMA 2.3 to V3 for $20 To request the update, please send $20 to [email protected] by Paypal or Skrill and email us your license file and hosting control panel details with reference of your payment to [email protected]

Hardware

1. Receipt Printers:

We have tested the update V3 with Bixolon SRP-350II (USB) with Web Browser Printing and Java Applet by adding qz print plugin that will support these printers

• Samsung Bixolon SRP350plus, Bixolon SRP-350II and Bixolon SRP-270.
• Telly Dascom 1125 (USB)
• Epson Thermal Printer (COM)
• Eltron P310i
• Zebra GK420, Zebra P310, Zebra LP 2844 and Zebra TLP2844
• Citizen CT-S2000 (USB)
• DOS/LPT1 Printing
• Print directly to file: i.e. \serverprinter
• Nippon Primex
• Essae PR-85j
• Bematech MP200

Bixolon printers will work fine however you might need to change some commands for other printers. Please be informed that we can't provide support regarding any issues with plug-in. You will need to manage it by yourself.

2. Barcode Scanners/Readers:

Any of the barcode scanners/readers will work fine with v3 as long as it can read accurately.

3. Magnetic Card Readers:

Most of the Magnetic Card Readers will work fine. We have tested this with Uniform MSR213 Magnetic Stripe Card Reader (USB - 3 Track Reader).

For tablet/mobile card readers: No such feature and recommendation yet.

4. Cash Drawers:

You should buy the cash drawers that can be connected to pos printer. To use cash drawers, you printer should have the port to connect cash drawer as Bixolon SRP350II.

For Browser Print, you might need to set your printer to open cash drawer before printing.

For Java QZ Print, It will be fine as cash drawer will be opened with printing and can be opened without printing.

5. For barcode and label printing:

Any desktop laser print will work fine.

V2.3

There is no recommendation for V2.3 as we didn't test any hardware with that version but users reported that Bixolon SRP350II and Star Micronics TSP143UII printer working fine. For barcode scanner, you need to purchase programmable scanner and program it to send return command after typing the code.

Feature List V3

Stock Manager Advance (inventory and Invoicing system) is php-based web application that help you to manage your stock. All of the functionality that was in SMA v2.3 is also available through this release with the following enhancements:

• Inventory Accounting (FIFO/LIFO/AVCO)
• You can add your own themes or different view files
• New user interface design to ease many tasks (RTL language support is not available yet)
• Fixed PDF export issue with Chinese and Arabic languages (But these languages are not available yet)
• Ability to add new user groups
• Ability to add new customer groups
• Custom module permissions for user groups
• Added gift card features
• Multiple delete option for inventories, products, quotations, sales and transfers.
• Notifications Module
• Email protocol options (mail, sendmail and smtp)
• Multiple currencies (for front-end that will be added after this release)
• Products Module
  • Improved barcode feature and attached barcode symbology to product
  • Improved barcode/label printing feature
  • Duplicate product option
  • Product racks/locations
  • Product Image Gallery
  • Ability to set the images/thumbnails size
  • Ability to add watermark to product images
  • Attach tax rate with product
  • Tax method to add tax inclusive/exclusive to the price and cost
  • Attach multiple supplier to product
  • Option for product expiry date while purchasing the stock
  • Option to add/edit product quantity on add/edit product page
  • Product variants with quantity tacking
• Users Module
  • Assign users a warehouse and biller
  • Own sales/quotations/purchases/transfers restrictions for users
• Customers Module
  • Option to select customer group (to manage different selling rates)
  • Re-structured the module to add users to customer company (front-end that will be added after this release)
  • You can add customer group in settings to assign different product price to customer.
• Suppliers Module
  • Re-structured the module to add users to supplier company (front-end that will be added after this release)
• Sales Module
  • New add/edit page design
  • Invoice view (Standard or Tax Invoice)
  • Ability to add manual product to order list
  • Ability to sell gift cards
  • Ability to get paid by gift cards
  • Ability to edit the product price on sale page
  • Instant discount (add percentage or fixed discount to order and/or any product)
  • Warehouse code/name/address on invoice
  • Return sales and issue refunds
  • Record payments to sale (full/partial with any no of payments)
  • Add payment terms (No of pending payment days before the sale marked as due)
  • Sale status (pending/completed)
  • Payment status (pending/due/partially paid/fully paid))
  • Email invoices with payment buttons (Paypal and Skrill)
• Reports Module
  • Improved old reports
  • Added product expiry alerts
  • Added payments report
  • Added profit and loss report
  • Added customer report
  • Added supplier report
  • Added staff report
• Settings Module
  • Manage user groups and permissions
  • Manage customer groups
  • Manage currencies
  • Added option to upload map for warehouses
  • Added option to upload images for categories and sub categories
  • Added email templates (set email message in WYSIWYG editor)
  • Added option to add tax code
• POS Module
  • Add Item by Barcode scanner and code/name suggestion
  • Ability to add manual product to order list
  • Ability to sell gift cards
  • Ability to edit the product price on sale page
  • Instant discount (add percentage or fixed discount to order and/or any product)
  • Rounding to nearest 0.05
  • Option to add comment
  • Record multiple payments to sale
  • Payment Gateways (Paypal Pro and Stripe) for Credit Card Payment Processing
  • Added Qz Printing Plug-in (Java Applet) to print and open cash drawer
  • Added swipe credit card input
  • Sell gift cards
  • Pay by gift card
  • Simple restriction for staff to not delete item in POS (POS will ask for password, that owner can set in POS Settings)

Live Demo For Stock Manager Advance v2.3 and v3.0

Demo Link for V3.0: http://tecdemo.com/sma3/

Demo Link for V2.3: http://tecdemo.com/sma2/

Login Details:

Role:               Username                 Password
Owner:              [email protected]       12345678
Admin:              [email protected]       12345678
Purchasing staff:   [email protected]   12345678
Sales staff:        [email protected]    12345678
Viewer only user:   [email protected]        12345678

In v3.0 you can add more user groups and set different permissions.

No Free Support anymore

Officially, we are not providing Free Support anymore but only paid support. We will be updating the item time to time for

• Fixes for bugs and reported issues with the item
• Updates to ensure on going compatibility and patch security vulnerabilities

No Free Support but only Paid

• Any help for customization - (We will charge for these type of question $5 per single question)
• No Free Installation services - (We will be charging $10 for installation)
• No Free help in resolving compatibility issues with 3rd party plug-ins, themes or items - (We will be charging $10-$50 for this type of requests)
• No Free help with included 3rd party items from the 3rd party author (e.g, plug-ins and libraries used in script and theme) - (We will be charging $10-$50 for this type of requests)
• No Free help with your particular web hosting/server environment - (We will be charging $10-$50 for this type of requests)

Paid Support Hours:
At $5 per email/ticket and only 1 question per email/ticket
From 0900 – 1800 (GMT+8), Mondays – Fridays
(Response time: 12 – 48 Hours)
No responses on Saturday, Sunday and Public Holidays in Malaysia

If you are having any difficulty in understanding the item functionality or you have any question. Please try to have a look at FAQs, User Guide and Developer Guide and if can't find the answer in FAQs, User Guide and Developer Guide, we encourage you to contact us by emailing to [email protected]

Custom Modifications

Yes, we do provide customization services to modify/enhance the item functionality to suit your needs. We charge $30 per hour. Please email to [email protected] to check availability, estimated cost and time.

Feature Request

Yes, we would love to listen your requests/feedback. Please prepare the details with examples before emailing to [email protected]

Languages

We are very thankful to these amazing people who have contributed their language files.

V3

Only English available for v3.0 and other languages will be added soon.

V2.3

Currently, the following languages are available (Fully or Partially). English, French, Indonesia, Thai, Spanish, Romanian, Spanish, Brazilian Portuguese, European Portuguese and Czech.

A big thanks to Arismendi Dario, Philippe Gianesin, Julis Suryadi from SendawarMedia, Carlos Sanchez, Nuno Filipe, Alex from MixedIn Radio, Mateus Vitorino, Cristian Valluzzi, Saed A. Haroon and Evren COMERT for contributing the v2.3 language files.

If you need to add your own language that will be very easy. Please find the instruction in developer guide.

If you have translated the files and willing to contribute so that others can enjoy your generosity, please email the translated files to [email protected]

Credits

Thanks to all great people who are developing open source software.

• CodeIgniter - PHP-Framework under MIT License
• Ion_auth - A simple, lightweight authentication library by Ben Edmunds under the Apache License v2
• mPDF - A PHP class to generate PDF under GNU General Public License version 2
• Bootstrap - Most popular HTML, CSS, and JS framework under MIT License
• jQuery - A fast, small, and feature-rich JavaScript library under MIT License
• Font Awesome - The iconic font and CSS toolkit under GPL License.
• DataTables - A plug-in for the jQuery under two licenses: GPL v2 license or a BSD (3-point) License
• PHPExcel - A simple PHP to Excel conversion under GNU Library General Public License (LGPLv2.1)
• Zend Framework 1 (barcode library) - under New BSD License
• PHP QR Code - Generator for 2-D QR barcode under GNU Library or Lesser General Public License version 3.0 (LGPLv3)
• Bootstrap-datetimepicker - Date and Time picker widget based on bootstrap under Apache License V2
• Bootstrap-daterangepicker - DDate range picker component for Bootstrap under MIT License V2
• Bootstrap 3 Lightbox - A lightbox gallery under GNU GENERAL PUBLIC LICENSE V2
• iCheck - Highly customizable checkboxes and radio buttons under MIT License
• Accounting.js - A tiny JavaScript library for number, money and currency formatting under MIT License
• jQuery Cookie - A simple, lightweight jQuery plugin to manage cookies under MIT License
• Commercial Licenses
  • Highcharts
  • BootstrapValidator
  • Redactor Text Editor

Thanks to all the friends for their suggestions, feedback and help.

Frequently Asked Questions

User Guide

As V3 comes with new theme, let me explain the main sections of the home screen. We am add image of the dashboard and on right with overlay to name the main sections of the page. This sections are same through for each and every page. Only the main content area will be different for pages and will be displaying the view files from your theme folder.

New listing pages comes with new page menu position, select row column and Image column (where applicable). We have added the listing page and overlay page to explain the new sections. You can see the new menu position in top left of main content area. Building icon is to list the warehouse and the tasks icon for other page menus, will work with select row.

In V3, main menus (left side) has been updated to track the active page and breadcrumb has been added on top of the main content area.

These are the menus in V3

• Dashboard
• Products
  • List Products
  • Add Product
  • Print Barcodes
  • Print Labels
  • Import Products
  • Update Price
  • Damage Product
• Sales
  • List Sales
  • Add Sale
  • Deliveries
  • Gift Cards
  • List Return Sales
• Quotations
  • List Quotation
  • Add Quotation
• Purchases
  • List Purchases
  • Add Purchase
  • Add Purchase by CSV
  • Expenses
  • Add Expense
• Transfers
  • List Transfers
  • Add Transfer
  • Add Transfer by CSV
• People
  • List Users
  • Add User
  • List Billers
  • Add Biller
  • List Customers
  • Add Customer
  • List Suppliers
  • Add Supplier
• Notifications
• Settings
  • System Settings
  • Change Logo
  • Currencies
  • Customer Groups
  • Categories
  • Tax Rates
  • Warehouses
  • Email Templates
  • Group Permissions
  • Backup Database
• Reports
  • Overview Chart
  • Warehouse Stock Chart
  • Product Quantity Alerts
  • Product Expiry Alerts
  • Products Report
  • Daily Sales
  • Monthly Sales
  • Sales Report
  • Payments Report
  • Profit and/or Loss
  • Purchases Report
  • Customers Report
  • Suppliers Report
  • Staff Report

Users

Users are the staff members (your employees). You can add any number of users and assign them group (manager groups and permissions in settings), biller and warehouse.

Owner and Admin user groups are with fixed permissions and any other user group added by you, can have custom permissions.

User/Staff rewards are not yet available and will be added in version v3.1

The users added in customer/supplier modules will be saved in this table too but you need to edit/manage them from their modules.

Billers

Billers are the selling companies, you can sell/quote/invoice your customers with any biller, means you can have multiple companies and can assign any of these to your staff so that all of their sale will be under assigned billing company.

Only users with owner group rights can add billers. Logo, Company, Name (Contact Person), Email, Phone, Address and City input fields are required.

This module is simple to use and manage the biller. The interface is quite easy to understand. The logos can be uploaded by visiting the change logo under settings and once uploaded you need to edit the biller to set the new logo.

Customers

Customers are the clients, purchases of the items that you/your companies sell. This module has been updated and now you can add customer groups in settings i.e, Normal Customer, Regular Customer, Resellers, Distributors etc and assign percentage increment to the price depending on their group.

Company, Name (Contact Person), Email, Phone, Address and City input fields are required. You can add extra information about the customer as there are 6 custom fields and the select box in front of each custom field is to display this information on invoices/quotations.

The inputs for customer in other modules are no more select/drop down but ajax calls, you can type in search filed to get the suggestions and select any suggestion available in database for customers. You can add customer by clicking the Add Customer menu under People from any page. The interface is quite easy to understand.

Suppliers

Suppliers are the vendors/suppling companies, the companies from you buy your stock/items.

Company, Name (Contact Person), Email, Phone, Address and City input fields are required. You can add extra information about the customer as there are 6 custom fields and the select box in front of each custom field is to display this information on purchases.

The inputs for supplier in other modules (purchases and products) are no more select/drop down but ajax calls, you can type in search filed to get the suggestions and select any suggestion available in database for supplier. You can add supplier by clicking the Add Supplier menu under People from any page. The interface is almost same as billers and customers, easy to use.

Products

Products are the items that you sell to your customer. This modules has been updated and has many new options/features. There are new menus for each product on List Products page. The icon menus has been replace with the drop down menus.

1. Product Details:
   A new page has been added to display the products details.
2. Duplicate Product:
   To duplicate the product, all the field on add product will be updated with selected product details. You will need to change the code and name.
3. Edit Product:
   To edit product details.
4. Set Rack:
   To set/change product rack (only available if warehouse selected).
5. View Image:
   View the main product images, this is already shown in the image column.
6. Print Barcode:
   To print the product barcodes, If your product has variants, then there will be 2 barcode. One for product code and second for product with option. You can print this with any laser print and scan second one to add the product with that variant.
7. Print Label:
   To print the product labels, If your product has variants, then there will be 2 barcode. One for product code and second for product with option. You can print this with any laser print and scan second one to add the product with that variant.
8. Add Damage Quantity:
   To add damage product.
9. Delete Product:
   To delete the product.

There are 4 types to choose for the product,

1. Standard: These are the standard product like phone, ram, speakers etc.
2. Combo: These are products that consist of more that 1 product in your stock like computer with Casing, RAM and Speakers as combo items.
3. Digital: These are the digital products that can be downloaded only like software, movies, pdf tutorials etc.
4. Service: This are service as checking/repairing fee for the computer.

Now you can assign the barcode symbology, product tax, tax method and supplier (up to 5 with their price) to each product. You can select the main product images and multiple product gallery images. You even can add the current stock for each warehouse.

The product details will be displayed on view product page and the product details for invoice will be displayed on the invoice under this items.

Product variants: This module have new option for product variants. You can add any number product variants/attributes and these will be tracked automatically on purchase/sale. There print barcode/label page for each products will show the new barcode image if there is variants available for the product. This will help you to manage the products well specially for those who need to track the products attribute i.e, sizes and color etc.

If your product have nested variants, then you can add the as Red Size 5, Yellow size 6 etc. You need to add these only once for each product.

Barcodes and Labels: The main menu link to print the barcode and labels of the products are same as in v2.3 These links won't print the variants barcode images. To print the barcode images with product variants, you need to print for a single product, with product actions or the link on product detail page.

Import product and update price with csv file: The instructions are available on the pages.

Purchases

Purchases (Inventories) to update the stock of your products. Adding purchase will automatically increase the product quantity in the selected warehouse. List purchases page have these drop down menus in the actions column.

1. Purchase Details:
   To view the details of the purchase.
2. View Payments:
   To view the payments made to the purchase.
3. Add Payment:
   To add new payment record for the purchase.
4. Edit Purchase:
   To edit the purchase.
5. Download as PDF:
   To download the purchase as pdf.
6. Email Purchase:
   To email this to supplier.
7. Delete Purchase:
   To delete the purchase.

Add Purchase page has been redesigned. There is only single input field to add the products to order list. You can type the product name or code to get the suggestion and the select the suggestion or just scan the barcode with your barcode scanner to add product to the order list. If there is only 1 suggestion for your typed characters then it will automatically added to the order list.

Add product to order list and the totals will be automatically stick top and bottom once the order list reached the number that you have in settings for Product counts to fix for barcode input.

Please select more options to add the order tax, discount and shipping. You even can add purchase by csv files by visiting the Add Purchase by CSV in main menus under Purchases.

You even can add standard product to your database by clicking the + icon at the end of add product to order list input.

Sales

Sales (Invoices) to manage the sales and payments received. Add sale will automatically decrease the product quantity from the selected warehouse. If your product have variants that will be synchronized too. List sales page have these drop down menus in the actions column for each sale.

1. Sale Details:
   To view the sale details.
2. View Payments:
   To view the payments for the sale.
3. Add Payment:
   To record the payment for the sale. If you have enabled the paypal and skrill button in settings, the payment will automatically recorded upon successful payment by customer.
4. Add Delivery:
   To add the delivery of the sale items.
5. Edit Sale:
   To edit the sale.
6. Download as PDF:
   To download the sale as pdf.
7. Email Sale:
   To email the sale to the customer.
8. Return Sale:
   To record return sale.
9. Delete Sale:
   To delete the sale.

Add Sale page has been redesigned to and are similar to add purchase. There is only single input field to add the products to order list. You can type the product name or code to get the suggestion and the select the suggestion or just scan the barcode with your barcode scanner to add product to the order list. If there is only 1 suggestion for your typed characters then it will automatically added to the order list. If you have scanned the barcode with option, the order item option will automatically set to the scanned barcode option.

Add product to order list and the totals will be automatically stick top and bottom once the order list reached the number that you have in settings for Product counts to fix for barcode input.

Payment terms are the number of days before this sale marked as due. This value should be an integer 14 for 14 days payment term and 30 for 1 month etc.

There are 2 sale status

1. Pending: The sale is added but the items has not been handed-over/delivered to the customer.
2. Completed: The sale us added and the products has been sent/handed-over/proceed for delivery.

You can have partial payments for sales. There are 4 payment status

1. Pending: The payment has not yet received.
2. Due: The payment term had been reached but the payment has not yet received.
3. Partial: Customer has made the partial payment and there is balance that still need to pay by customer.
4. Paid: The payment for the sale has been completely paid.

There are 2 icon links at the end of add product to order list input.

1. icon: To add the product to the order list manually, this won't be added to the database but only to the sale.
2. icon: To add the gift card to database and sell by adding to the order list.

To edit or delete any payment, please click the view payments link in actions on sales list or in page menu on sale view page.

Why sale price is higher than the price on list product page?

Please check the customer groups for that customer. The customer groups allow you to set the percentage (%) addition/deduction to the product price for that group of customers.

Quotations

Quotations modules is almost same as in v2.3. The only change is add quotation page redesign that is similar to the add sale page with the following status

1. Pending: The quotation has been generated but not yet sent to customer.
2. Sent: The quotation had been generated and sent to the customer. Emailing the quotation will automatically change the status to sent.
3. Completed: The sale had been generated for this quotation. Add invoice link on the quotation menu will automatically change the status to complete once the sale generated.

Transfers

If you have multiple warehouses/stores, you might need to transfer/move item from one to another. This module will help to manage these tasks. You can add transfer to record the transfer details.

There are 3 transfer status

1. Pending: The transfer is added but the products are not yet sent so no inventory action will be performed.
2. Sent: The transfer is added and products has been sent but not yet reached the destination so the items have been checked from the sending warehouse but not yet add/updated to the destination warehouse.
3. Completed: The transfer is added and products has been sent by from warehouse and received in to warehouse so the item have be subtracted from sending rehouse and add/update in the destination warehouse.

Settings

Please add your default currency and save your settings first. You need to set default currency and accounting method before using this system.

The default currency is very important to set before any sale as this this would destroy the costing if you set if after sales.

Let me explain the system settings page. In main content area, there are Skill and Paypal settings links in the end of the box heading System Settings.

1. Site Configuration
   • Site Name: Input for the site name (what ever you want to call this system).
   • Language: Option to select system default language.
   • Default Currency: Option to select system default currency (THIS SHOULD BE SAVED BEFORE ADDING ANY DATA).
   • Accounting Method: There are 3 methods available
     • FIFO (First In First Out): FIFO inventory costing method will not work with over selling.
     • LIFO (Last In First Out): LIFO inventory costing method will not work with over selling too.
     • AVCO (Average Cost Method): AVCO is the only method that you can use with over selling enabled.
   • Default Email: Input for system default email, all email will be sent from this email address.
   • Default Customer Group: Option to select default customer group.
   • Maintenance Mode: Option to enable or disable offline mode.
   • Theme: Option to select theme.
   • Login Captcha: Option to enable login captcha.
   • Rows per page: Option to show the no of record in table on each listing page.
   • Date Format: Option to select date format.
   • Timezone: Option to choose your timezone. This is AC input just type your continent/city and choose it fro suggestion.
   • Allow Registration: Option to allow customer to register account.
   • Registration Verification: Option to enable email verification for customer register accounts.
   • Registration Notification: Option to enable notifications for registration.
   • Calendar: Option to choose calendar privacy, Shared or Private.
   • Default Warehouse: Option to select the default warehouse, this will be auto selected for owner on add sale/purchase/quotation/transfer page.
2. Products
   • Product Tax: Option to enable/disable product level tax.
   • Racks: Option to enable/disable product rack feature.
   • Product Variants: Option to enable/disable product variants (attributes) feature.
   • Product Expiry: Option to enable/disable product expiry date feature.
   • image Size: Option to set image sizes that can be uploaded
   • Thumbnail Size: Option to set thumbnail size (50-80).
   • Watermark: Option to enable/disable watermark on product images, water mark text will be your site name.
3. Sales
   • Over Selling: Option to enable over selling, this option only can work with AVCO accounting method, enabling this will automatically change the account method to AVCO (if it was FIFO or LIFO).
   • Reference Format: Option to select the reference format.
   • Order Tax: Option to enable/disable order level tax.
   • Product Level Discount: Option to enable/disable product level discount.
   • Product Serial: Option to enable product serial input on sale.
   • Auto Detect Barcode: Option to enable/disable auto detection for barcode.
   • Product count to fix barcode input: No of the row on add sale/quotation/purchase/transfer page to fix the product input and totals to top and bottom.
   • Cart Item Addition Method: Option to select the method to add items to order list, You must select Add New Item to Cart if your products have variants.
   • Invoice View: You can switch the invoice layout to Standard or Tax Invoice.
4. Prefix
   • Sales Reference Prefix: Option to set sale reference prefix.
   • Return Reference Prefix: Option to set return sale reference prefix.
   • Payment Reference Prefix: Option to set payment reference prefix.
   • Delivery Reference Prefix: Option to set delivery reference prefix.
   • Quotation Reference Prefix: Option to quotation sale reference prefix.
   • Purchase Reference Prefix: Option to set purchase reference prefix.
   • Transfer Reference Prefix: Option to set transfer reference prefix.
5. Money and Number Format
   • Decimals: Option to set number of decimals, 0 to disable decimals.
   • Decimals Separator: Option to set decimals separator.
   • Thousand Separator: Option to set the thousands separator.
6. Email
   • Email Protocol: Option to select email sending protocol.
     • PHP Mail Function: Send email using default php mail function.
     • Send Mail: Send email using sendmail and the default mailpath is /usr/sbin/sendmail
     • SMTP: Requires extra information and the default time out is 5 seconds.
       • SMTP Host: SMTP Server Address
       • SMTP User: SMTP Username
       • SMTP Password: SMTP Password
       • SMTP Port: SMTP Port

You can manage currencies, categories, sub-categories, taxes, warehouses, customer groups, email templates, user groups and permissions. In the admin area all the price are in default currency and this multiple currency feature is just for front end that will be added later.

Reports

The following reports are available

1. Overview Chart: Main reports page with links to all other reports and the overview chart.
2. Warehouse Stock Chart: Warehouse stock report, you can choose the warehouse in page menus.
3. Product Quantity Alerts: The list of products that are reached the alert quantity and need to be purchased.
4. Product Expiry Alerts: The list of products that are about to expire in less that 90 days.
5. Product Reports: For customized product report, you can click the icon at page menu for customize the report.
6. Daily Sales: Calendar with daily sales
7. Monthly Sales: Calendar with monthly sales
8. Sales Report: For customized sales report, you can click the icon at the page menu for customize the report.
9. Payment Report: For payment report, you can click the icon at the page menu for customize the report.
10. Profit and/or Loss: Profit and/or Loss report for the selected time frame (date range).
11. Purchase Report: For customized purchase report, you can click the icon at the page menu for customize the report.
12. Customer Report: For customer report, you can click the icon at the page menu for customize the report.
13. Supplier Report: For supplier report, you can click the icon at the page menu for customize the report.
14. Staff Report: For staff report, you can click the icon at the page menu for customize the report.