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Getting Started

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UltimatePOS

Getting Started
- Installing UltimatePOS
- [Troubleshooting ERROR] Invalid license
- [UPDATE GUIDE] Updating Ultimate POS
- Applying Patch
- Enabling HTTPS or SSL for ultimatepos
- Setup Your Business Details
- Disabling registration in Ultimate POS
- Removing /public from URL
- Transfer Data to new domain & Changing hosting (Migration)
- Resetting data, Deleting all data or transactions
Business Management
- Registering your Business in ultimatePOS
- Setting Business Multiple Locations or Ware House or Storefronts
User Management
- Adding User & assigning location to a user
- Role Management
- Using Commission Agent feature
- Adding superadmin user
- Change Username or Password from Database
Contact Management
- Customer & Supplier Ledger
- Adding opening balance & payment
- Contacts Management (Supplier & Customers)
- Advanced balance
- Opening Balance
- Customer Groups
Products
- Products Management
- Import/Export Products
- Delete Product (Bulk delete)
- Variations
- Product Units
- Product Category (Categorizing products)
- Product stock history
- Product expiry and related settings.
- Lot number
- Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)
- Product Warranty
- Printing Labels
- Duplicate Product
- Correcting product stock mis-match or incorrect stock in different reports
- Bulk Edit Products
- Rack, Row & Position of product
- Opening Stock
- Enable bulk edit
Purchases
- Purchase Management
- Purchase Payments
- Purchase Invoice
- Purchase Requisition
- Purchase Order
- Adding Bonus or Free Items given by supplier
- Purchase custom fields
Stock transfer
Sales / Sell
- Sales Order
- Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
- Tender Change or Change Return
- Featured Products in POS screen
- Using Ultimate POS for Selling of Services
- Sales Return
- Sales Subscriptions
- Cash Register
- Invoice Layout
- Displaying QR code in invoice
- Gift Receipt
- Invoice External URL
- Configuring keyboard shortcuts for POS screen
- Discounts by Brand, Category, Location
- Reward Points, Royalty points
- Types of Service
- Shipments, Home Delivery or parcel management
- Display product unit price in POS Product suggestion
- Cash Denomination
- Proforma Invoice
- Import Sale
Tax Settings
- Tax Rates, Tax Groups & Disabling tax
- Setting Ultimate POS for Indian Users or other Country with GST support.
- Inline tax & invoice tax
Payment Accounts
- Enabling & using Payment account or bank account
- Setting default payment accounts for payment methods
What is Stock Adjustment? And how to use it?
Reports
Enabling Backups (Backup in Server, AWS S3 & DropBox)
Expense Management
- Expense Refund
- Adding expenses, Adding expenses for an employee or customer or supplier
Notifications
- Notifications Settings [Email & SMS configuration]
- Setting up Email/SMTP for Forgot password & other email notifications.
- Enable or Disable Auto Sending of notifications
- Browser/Desktop notification using pusher
Settings
- How to Search in Settings?
- Business Settings
- Setting Invoice Scheme
- Setting default Language, Changing Language preference and Adding/Editing Translations
- Adding a new Label or barcode settings
- Changing the custom fields labels
- Changing Application/theme Color
Hardware Support
- Barcode Scanner
- Label weighing scale
- How to setup printer to open cash drawer automatically?
- Barcode Printer
- Setting up a Thermal Printer for Receipt Printing
Technical
- Error: Processing: Datatable not loading
- Datatable save state (Column Visibility Permanent save)
- overriding, modifying or changing any view file (custom views)
- Document upload file types restriction
- Different files path
- Setting up Cron Jobs or scheduler
- Error while entering more than 70 item: “Undefined index : ” Problem when submitting a form
- Error: Replicating claims as headers is deprecated and will removed from v4.0. Please manually set the header if you need it replicated.
- 504 Gateway Time-out
- Product details section not shown – Issue
- Rearrange Side bar links
Others
- Graph/Chart not displaying
- Increasing/Decreasing upload documents & images size limit
- Logo or Image not Getting displayed
- Tips & Tricks for using UltimatePOS effectively.
- White Labeling & Rebranding Ultimate POS
- Decimal Precision for Currency & Quantity
- Adding Favicon, Login & Registration page background image
- Export Feature
- Login Session Time
- Adding/Modifying Currency in ultimatepos
Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others
Adding & Editing Payment Method or Pay Via options (Custom payments)
Module Development
- Introduction to UltimatePOS module development
- Developing Modules
Addons / Modules
- Module Licensing
- Manage Modules (Install / Uninstall / Delete / Update modules)
- Allowing Module Access for Users
- [ADDON] SaaS & SuperAdmin Module for UltimatePOS – Advance
- [ADDON] WooCommerce Module for UltimatePOS Advance
- [ADDON] Manufacturing module for UltimatePOS
- [ADDON] Project Management module for UltimatePOS
- [ADDON] Advance Repair module for UltimatePOS
- [ADDON] ContactLess Menu & Catalogue Module for UltimatePOS
- [ADDON] CRM module for UltimatePOS
- [ADDON] API or Connector module for UltimatePOS
- [ADDON] CMS Module (Content Management System) for UltimatePOS
- [ADDON] SpreadSheet Module for UltimatePOS Advance
- [ADDON] AiAssistance Module for UltimatePOS – Advance
[ADDON]: Essentials & HRM Module/Addon
- [ADDON] HRM features – Essentials module for UltimatePOS
- [ADDON] Essentials module for UltimatePOS Advance
- Sales Target for employees
- Version Log for Essentials & HRM module
[ADDON]: Asset management Module/Addon
- Asset management module
[ADDON]: Accounting & BookKeeping Module/Addon
Frequenty asked questions, Common Issues & Errors.
Feature List for UltimatePOS
Release Notes & Version Log for UltimatePOS
- v5.x Release notes
- v4.x Release notes
- v3.x Release notes
- v2.x release notes for UltimatePOS (Version Log)
Mobile app UltimatePOS

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UltimatePOS
Getting Started

Getting Started

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Articles

Installing UltimatePOS
[Troubleshooting ERROR] Invalid license
[UPDATE GUIDE] Updating Ultimate POS
Applying Patch
Enabling HTTPS or SSL for ultimatepos
Setup Your Business Details
Disabling registration in Ultimate POS
Removing /public from URL
Transfer Data to new domain & Changing hosting (Migration)
Resetting data, Deleting all data or transactions

Updated on October 30, 2022

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