At iSoftExpert, we transform your ideas into reality with our innovative and reliable software solutions, driven by a team of dedicated professionals.
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After subscribing to our service, you'll receive an email with your login credentials. Simply visit the login page here and enter your username and password to access the system.
Upon your first login, you'll be guided through the initial setup process, which includes setting up your company details, adding initial inventory, and configuring basic settings.
Familiarize yourself with the dashboard and menu layout to quickly access key features.
Click on Configuration in the menu bar.
Select Company Master from the dropdown.
Locate your company details and click on the Edit button.
Make necessary changes to your company information, including:
Click Save to update the details.
Users can enable this option to display stock levels in the product details view. By checking this box, stock availability will be visible to users.
Choose whether to enter customer codes manually or let the system generate them automatically for you.
Decide if you want to display SKU codes on invoices instead of product codes to better organize product details.
All updated company information, including your logo, bank details, and other company details, will automatically adjust to the invoice format.
Click on Configuration in the menu bar. Select User Master from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Assign a role to the user from the list of roles you have created (e.g., Sales Person, Delivery Person).
Choose a price book to assign to the user, if required.
Click Save to create the user with the provided details and assigned role.
Click on Configuration in the menu bar. Select Product Category from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Click Save to add the new category.
You can see your newly added category on the Home page, where it will be listed with other product categories.
Click on Configuration in the menu bar. Select Products from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Click Save to add the new product.
You can see your newly added product in the category you selected for this product on the Home page.
Click on Configuration in the menu bar. Select Warehouse Master from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Click Save to add the new warehouse.
Note: This warehouse information will help manage inventory if you have multiple warehouse facilities.
Click on Configuration in the menu bar. Select Tax Master from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Click Save to add the new tax.
Note: The Tax information will automatically calculate tax amounts on your invoices based on the entered tax values.
Click on Configuration in the menu bar. Select Payment Type from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Click Save to add the new payment type.
Note: This will help you categorize and track the mode of payment for orders, such as cash, card, or cheque.
Click on Configuration in the menu bar. Select Price Book from the dropdown.
Click on the Add button located at the top-right corner.
Fill in the following details:
Below the description, you will find a list of all your products. Adjust the price for each product according to your requirements.
Click Save to add the new price book with the updated product prices.
Note: You can assign a price book when creating a customer (e.g., Retail Customer, Wholesale Customer). This allows you to avoid changing prices every time you generate an order or invoice.
Click on Configuration in the menu bar. Select Add Inventory from the dropdown list.
Fill in the following details:
Fill in the details for each product being added:
If you need to add more products to this inventory entry, click on the Add Product button. A new row will appear where you can repeat the process of selecting a category, product, quantity, etc.
Note: Once all the necessary products and details have been added, click the Save button at the bottom left to save the inventory entry.
Click on Configuration in the menu bar. Select Stock Deduction from the dropdown list.
Click the Add button in the top right corner, then set the following details:
Fill in the details for each product being deducted:
If you need to deduct more products from this inventory entry, click on the Add Product button. A new row will appear where you can repeat the process of selecting a category, product, quantity, etc.
Note: Once all the necessary products and details have been added, click the Save button at the bottom left to save the stock deduction entry.
The customer list displays essential information like Code, Company Name, Shop Name, Contact Person, Mobile Number, and Area.
Use the Search bar on the right side to quickly locate a specific customer by typing in any relevant detail.
To download the customer data in Excel format, click the Export Excel button located at the top left.
To edit a customer's information, click the Pencil Icon under the Actions column next to the customer's entry.
To remove a customer from the list, click the Red Trash Bin Icon under the Actions column next to the relevant entry. Be cautious, as this action cannot be undone.
To add a new customer, click the "+ Add" button located at the top right corner. You will be prompted to fill in the necessary customer details in a new form.
The order list provides key details such as Order Number, Order Date, Customer Name, Status, Total Amount, and Delivery Status.
By default, the list displays the first 100 entries, but you can adjust the number of entries using the dropdown menu.
To find a specific order, use the Search bar on the right. You can search by any relevant order detail.
To export order data into an Excel file, click the Export Excel button located on the top left.
The Status column indicates the current status of the order, such as Delivered, Invoice Generated, Open, or Paid. This helps sales reps easily identify the order's status. Note that only admins can change this status.
Next to the Status column, the Total Amount section shows the total value of each order, helping you quickly assess the order's financial details.
The Delivered? column includes a checkbox to mark whether the order has been delivered.
Under the Actions column, you have several options:
To create a new order, click on the +Add button in the top right of the Order section, or you can also create a new order from the Home section.
Sales representatives can view a comprehensive list of all orders. This includes detailed information such as the order number, date, customer name, status, total amount, and delivery status.
The page allows sales reps to filter and view orders based on specific customers. This helps in quickly accessing relevant orders for each customer and tracking their order history.
Sales reps have the capability to:
Provides current stock levels, reorder points, and product availability to help manage inventory effectively.
Displays sales performance by product, including quantity sold and revenue, to identify top sellers and trends.
Lists customers who haven’t purchased recently, helping target them with marketing to boost engagement.
Highlights underperforming products, aiding in decisions about promotions, discounts, or discontinuation.
We plan to add more reports to this section in the future, offering deeper insights into your business operations. These upcoming reports will help you better understand your business dynamics and make informed decisions. Stay tuned for these enhancements to get the most out of your business data.
At iSoftExpert, we transform your ideas into reality with our innovative and reliable software solutions, driven by a team of dedicated professionals.
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