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User Management

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Docs
User Management

Business Management

2

Setting Business Multiple Locations or Ware House or Storefronts
Registering your Business in PhantomERP

User Management

3

Using Commission Agent feature
Role Management
Adding User & assigning location to a user

Contact Management

7

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

Products

19

Bulk Price Update
Custom Labels for Products
Enable bulk edit
Opening Stock
Bulk Edit Products
Correcting product stock mis-match or incorrect stock in different reports
Duplicate 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
Products Management

Purchases

9

Sales Order
Stock transfer
Purchase custom fields
Adding Bonus or Free Items given by supplier
Purchase Order
Purchase Requisition
Purchase Invoice
Purchase Payments
Purchase Management

Stock transfer

1

Stock transfer

Sales / Sell

18

Tax Rates, Tax Groups & Disabling tax
Import Sale
Proforma Invoice
Cash Denomination
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 Subscriptions
Sales Return
Using PhantomERP for Selling of Services
Featured Products in POS screen
Tender Change or Change Return
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Tax Settings

1

Tax Rates, Tax Groups & Disabling tax

Payment Accounts

2

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

What is Stock Adjustment? And how to use it?

1

What is Stock Adjustment? And how to use it?

Reports

1

Reports

Expense Management

2

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

Notifications

3

Email Notification Settings
Setting up Email/SMTP for Forgot password & other email notifications.
Notifications Settings [Email & SMS configuration]

Settings

3

Adding a new Label or barcode settings
Setting Invoice Scheme
Business Settings

Hardware Support

5

Setting up a Thermal Printer for Receipt Printing
Barcode Printer
How to setup printer to open cash drawer automatically?
Label weighing scale
Barcode Scanner

Woocommerce

1

WooCommerce Module

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Docs
User Management

User Management

Using Commission Agent feature
Role Management
Adding User & assigning location to a user

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