Using Commission Agent feature

Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring. Enabling & Choosing Commission Agent Type: By default Commission Agent is Disabled. You can enable it from Settings -> Business Settings -> Sales. Sales Commission Agent drop-down. You will see 3 different Read more…

Adding & Editing Payment Types or Pay Via options.

In the above screen, you can see “Pay Via” options, the same option appears in POS “Multiple Pay” popup. With UltimatePOS you can add or edit existing payment options. Adding new options: Go to config/constants.php Search for “enable_custom_payment_1”, “enable_custom_payment_2”, “enable_custom_payment_3” You can make this values as true to enable it. Read more…

Tips & Tricks for using UltimatePOS effectively.

Improving Browser based Print (Receipts or other) In chrome/firefox before printing, it shows a preview dialogue. The preview dialogue left side has some setting. Enable Background style Try setting the margin as default. Set correct page size (mostly A4) Enable/Disable header & footer to show/hide the page URL. Create Shortcuts for Read more…

Adding/Modifying Currency in ultimatepos

Adding/Modifying Currency: With UltimatePOS we have tried to include many currencies inbuilt in the system. But we have missed some of them, sorry for that!! No worries, still you can add any new currency into the system. To add new currency open the database table which is used for UltimatePOS. Read more…

FAQ’s, Common Issues & Errors.

Some Frequently Asked Question, Issues & Errors. How to add Barcode Scanner Adding a barcode scanner is easy & simple. Simply Plug-in the barcode scanner in your computer. If there is some driver provided with the scanner then install it. Point the cursor to any field in POS where you Read more…

Enabling Backups (Backup in Server, AWS S3 & DropBox)

By default, backup is not enabled for every user of the POS application. To enable backup you must add the below line in your .env file ADMINISTRATOR_USERNAMES=<List of comma-separated username> Example: To enable for a user called “admin” ADMINISTRATOR_USERNAMES=admin To enable for multiple users, “admin”, “admin_2” ADMINISTRATOR_USERNAMES=admin,admin_2 NOTE: For backup Read more…

Customer Groups

Customer Groups: With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to… 1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button. 2. It will show a popup asking for customer group name Read more…

Using Ultimate POS for Selling of Services

Ultimate POS can be used: Exclusively for Services or Exclusively for Product Selling (trading) Or Combination of Services & selling of Products. Selling Services Services are Intangible products. Example: Repairing, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation and a lot more. Read more…

[UPDATE GUIDE] Updating Ultimate POS

Updating from V1.1 to V1.2 V1.1 to V1.2 update guide Updating to any other version Important: Before updating to any new release make sure to take a back up of the following: Database Backup: Export your database used for UltimatePOS. storage/app folder .env file Translation files: If you have included Read more…

White Labeling & Rebranding Ultimate POS

A white label product is a product or service produced by one company (the producer) that other companies (the marketers) rebrand to make it appear as if they had made it. Ultimate POS allows you to white label the product with your company name and resell it as per purchase Read more…

Disabling registration in Ultimate POS

Ultimate POS allows you to create unlimited numbers of businesses or shops. All of them can use the application at once. But sometime you may like to disable the registration to prevent usage of the application by outsiders without your knowledge. Steps:  Open .env (not .env.example) present in your codebase. Scroll Read more…

What is Stock Adjustment? And how to use it?

Stock Adjustment Stock Adjustment helps you decrease the goods you hold in stock, you can enter manual stock adjustments. It’s generally used to write-off damaged stock, or to adjust quantities after a stock take. To create a stock adjustment First, go to “Add Stock Adjustment” Select the Business Location & Read more…

[RELEASE NOTE V1.2] What’s new in version 1.2

Ultimate POS version 1.2 is scheduled to release 23rd February 2018. Adding, Editing, Downloading documents for Purchases and Expenses. New reports: Profit & Loss Report View “Today’s Profit” directly from the Top navigation bar. Import products via CSV. Improvements in sell receipt: Display different headings for Credit & Paid invoice. Read more…

[UPDATE GUIDE] Updating from V1.1 to V1.2

Updating UltimatePOS from V1.1 to V1.2 Important: Before updating to V1.2 make sure to keep a back up of the following: Database Backup: Export your database used in UltimatePOS. storage/app folder .env file Translation files: If you have included any new translation language, keep a backup of the language directory Read more…

Cash Register

Cash Register gives you an overview of a particular user/cashier session Whenever a cashier opens to POS screen she must Open Cash Register by entering the “Cash In hand”. Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register Read more…

Product Category (Categorizing products)

Categorising products helps you to easily manage and filter them in reports. Adding Category & Sub-Category Go to Settings -> Categories -> Add Add Category name, category code(HSN code) If the category is sub-category select “Add as sub-category” and select the parent category.

Product Units

Different Products have different units. ultimatePOS allows you to add different units of products. Adding Units Go to Settings -> Units Give the unit name, a short name and choose if want unit to allow decimals. Example: Name: Meter Shortname: Mtr. Allow Decimal: Yes. Allowing decimal allows you to purchase/Sell Read more…

Tax Rates & Tax Groups

Tax Rates To add new tax go to Settings -> Tax Rates -> Add Add a descriptive name (eg: “VAT@5%”) and specify the “Tax Rate%” Tax Groups Sometime you will need to apply multiple taxes to an invoice or purchase. So you should create tax groups by combining multiple taxes. Read more…

Invoice Layout

Invoice Layout helps you to create different invoice formats. To add a new invoice layout: Go to Settings->Invoice Settings->Invoice Layout->Add Give a unique distinguishable Layout name Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format. Read more…

Setting Invoice Scheme

With ultimatePOS you can configure the format for your invoice number. To configure go to Settings -> Invoice settings Click on Add and select a scheme format. Format can be XXXX or <year>-XXXX You can also provide a custom prefix, invoice start number, number of digits in invoice number. The Read more…

Adding a new barcode settings

ultimatePOS comes with some commonly used barcode configurations for you our-of-box. If your barcode configuration isn’t covered then you can easily create a new configuration. You must have all measurement details of the sticker to create a configuration. All dimensions need to be in inches. Adding Barcode sticker settings Go Read more…

Business Settings

Business Settings allows you to set some of the common business-related information. Here you can change: Business name Start Date Set Default Profit margin Currency Timezone Logo Financial year: For some countries, financial year starts from January and for some it stars on April. Here you can set the appropriate Read more…

Printing Labels

ultimatePOS comes with an inbuilt feature to print customised labels for products. You can go to print label screen from multiple places: From Products Sidebar menu Products -> Print Labels. Go to Products -> View Products and click on Actions -> Labels. This will add the selected product to print Read more…

Reports

Reports help you to get an overview of your entire business. To view report click on Reports & Select the report you want to view. Some Reports come filter relevant options to help you analyze your business better. Purchase & Sale Report This report shows the total purchase, Purchase Including Read more…

Purchase Management

Adding Purchase Go to – Purchases -> Add Purchases Type Supplier Name or Business name in Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add Enter Purchase reference number, Purchase date & Order Status. Select Business Location: Select a location where you Read more…

Products Management

Adding Products Go to – Products > Add Products. Provide a Product Name, Brand, units, category, sub-categorySKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Mark it as “Auto-generate” to automatically generate them. You can also provide a small Prefix (like Read more…

Contacts Management (Supplier & Customers)

Any contact can be supplier, Customer or Both (Supplier & Customers) Adding Suppliers & Customers Goto Contacts -> Suppliers or Customer Click on add new contact. Select contact type – Supplier/Customer/Both Based on selecting it will show the relevant fields. Fill the relevant details. Pay Terms: For suppliers, pay term & Read more…

User Management

Adding Roles Every new business comes with some default roles – Admin & Cashier. Admin have all permissions in the application. Cashier have permission to only POS section. You can create a role by clicking on Add button -> Giving a role name and then selecting the appropriate permission for Read more…

Setup Your Business Details

After login, you will be redirected to the homepage. The first thing you should do it setup your business details so that the system works according to you. Setup your business by adding below mentioned details: Brand: Add all the brands. Tax Rates: Setup taxes and tax groups. (Read More) Read more…

Registering your Business in ultimatePOS

Click on register business link on the welcome page. Registering business involves multiple steps;  Business Details, Tax details, and Owner details. Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses. Tax Read more…

Installing ultimatePOS

Server requirements Make sure your server meets the following requirements: PHP >= 7.1 (Recommended: Latest PHP version 7.2) OpenSSL PHP Extension PDO PHP Extension Mbstring PHP Extension Tokenizer PHP Extension XML PHP Extension cURL PHP Extension Server Recommendation You can easily install ultimate POS in your localhost. If you want Read more…

Feature List for UltimatePOS

UltimatePOS comes with lots of features out-of-box. You get most of the feature needed by small & Medium sized businesses to simplify the time-consuming task of accounting & inventory management and instead focus on what really matters – Your Business. We have developed the application keeping in mind the following Read more…

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