Creating Products, Services, Bundles & Memberships

How to add anything you sell — stocked products, recipe-based composites, one-time services, recurring memberships, bundles, and items with variants.

Sale Requirements: Customer Details, Photos & Prerequisites

Require a customer, capture a customer photo, or demand an active membership before an item can be sold — and see every product's rules in the Requirements column.

Issuing HR Documents (NTE, RTWO, COE & More)

Issue formal employee documents — Notice to Explain, Return to Work Order, warnings, COE — with auto-filled templates, email/Telegram/print delivery, and tracked acknowledgment.

Responding to an HR Document (For Employees)

Received a Notice to Explain or other HR document? How to open it, write your response, sign, and acknowledge — from the link you were sent or from My Documents.

Managing Products

Product Management Product Fields Name — The product display name. Selling Price — The price customers pay. Cost Price — Your cost (used for profit calculations). SKU — Stock Keeping Unit for internal tracking. Barcode —...

Modifiers & Add-ons

Modifiers Modifiers let customers customize products (e.g., size, toppings, extras). Modifier Groups A modifier group is a set of related options (e.g., "Size" with options Small, Medium, Large). Go to Products > Modifiers. Click Add...

Inventory Rooms & Stock Levels

Inventory Rooms Rooms represent physical storage locations (e.g., Main Store, Kitchen, Warehouse). Setting Up Rooms Go to Inventory > Rooms. Click Add Room and enter the room name. Set a default room for your store...

Stock Counts & Adjustments

Stock Counts Perform physical inventory counts to ensure your system matches actual stock. Running a Stock Count Go to Inventory > Stock Count. Select the room to count. Enter the actual counted quantities for each...

Room-to-Room Transfers

Stock Transfers Move inventory between rooms (e.g., from Warehouse to Main Store). Creating a Transfer Go to Inventory > Transfers. Click New Transfer. Select the source room and destination room. Add products and quantities to transfer. Submit...

Product Import & Export

Importing Products Go to Products and click Import. Upload a CSV or Excel (.xlsx) file. The first row should be column headers. Map Columns — Match your file columns to system fields (name,...

Composite Products & Recipes

Create composite products with ingredient lists that automatically deduct component stock on sale.

Consignment Management

Track goods received on consignment, settle sold items, and return unsold stock to suppliers.

Room Stock Movements & Daily Reconciliation

Track sold, received, and wasted stock per room per day, lock counts, and fix misattributed movements.

POS Inventory Hub & Receiving History

The POS Inventory module opens on a hub: stock stats, one card per task, receiving history, and a live activity feed — with role-based access for supervisory views.