Business Management – Greyups POS

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Getting Started

1

Setup Your Business Details

Business Management

4

Role Management
Using Commission Agent feature
Registering your Business in Greyups
Setting Business Multiple Locations or Ware House or Storefronts

User Management

1

Adding User & assigning location to a user

Contact Management

8

Customer Groups
Loyalty Card
Opening Balance
Advanced balance
Advanced balance
Contacts Management (Supplier & Customers)
Adding opening balance & payment
Customer & Supplier Ledger

Products Management

18

Bulk Price Update
Custom Labels for Products
Opening Stock
Bulk Edit Products
Correcting product stock mis-match or incorrect stock in different reports
Duplicating Product
Printing Labels
Product Warranty
Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)
Lot Number
Product expiry and related settings.
Product Stock History
Product Category (Categorizing products)
Product Units
Variations
Delete Product (Bulk delete)
Import/Export Products

Purchases

7

Purchase Custom Fields
Adding Bonus or Free Items given by supplier
Purchase Order
Purchase Requisition
Purchase Invoice
Purchase Payments
Purchase Management

Sale/Sell

21

Adding Bonus or Free Items at Sale
Import Sale
Proforma Invoice
Cash Denomination
Display product unit price in POS Product suggestion
Types of Service
Reward Points, Royalty points
Discounts by Brand, Category, Location
Configuring keyboard shortcuts for POS screen
Invoice External URL
Gift Receipt
Displaying QR code in invoice
Invoice Layout
Cash Register
Sales Subscription
Sales Return
Using Greyups for Selling of Services
Featured Products in POS screen
Tender Change or Change Return
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
Sales Order

Stock Transfer

1

Stock transfer

Expense Management

2

Expense Refund
Adding expenses, Adding expenses for an employee or customer or supplier

Notification

2

Enabling auto-sending of SMS & Email to customer on New Sales:
Notifications Settings [Email & SMS configuration]

Payment Accounts

2

Setting default payment accounts for payment methods
Enabling & using Payment account or bank account

Reports

1

Reports

Settings

9

Setting up a Thermal Printer for Receipt Printing
How to setup printer to open cash drawer automatically?
Label weighing scale
Barcode Scanner
Changing Application/theme Color
Changing the custom fields labels
Adding a new Label or barcode settings
Setting Invoice Scheme
Business Settings

Tax Settings

2

Setting Greyups for Indian Users or other Country with GST support.
Tax Rates, Tax Groups & Disabling tax

What is Stock Adjustment? And how to use it?

1

What is Stock Adjustment? And how to use it?

Adding & Editing Payment Method or Pay Via options (Custom payments)

1

Adding & Editing Payment Method or Pay Via options (Custom payments)

Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

4

Line Orders
Kitchen Order (send order to kitchen or not)
Service Staff Pin
Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

[ADDON]: Essentials and HMS Module/Addon

3

Sales Target for employees
[ADDON] Essentials module for Greyups
[ADDON] HRM features – Essentials module for Greyups

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Business Management

Role Management
Using Commission Agent feature
Registering your Business in Greyups
Setting Business Multiple Locations or Ware House or Storefronts

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