How To

How to view current customers, add new customer & edit existing customers.
Administration How to view current customers, add new customer & edit existing customers. From the main menu drop down, click on administration. ...
Thu, 16 Jul, 2020 at 9:40 AM
Loyalty Maintenance
Loyalty Maintenance is where you can manage to give value or rewards in the form of loyalty points to your valuable customers on the basis of their purch...
Mon, 4 May, 2020 at 8:15 AM
Bank Account
In Posibolt for Bank Account, navigate to  Administration → Bank Accounts The Bank Tab defines a bank that is used by an organization or business par...
Mon, 4 May, 2020 at 8:17 AM
Lay Buy Set Up
For Lay Buy Set up, navigate to  Administration → Lay Buy Set Up This is where you would set the rules for Lay Buys Select an Organisation from the ...
Mon, 4 May, 2020 at 8:20 AM
Discount Schema
Discount schema is used to set up discounts for business partner groups. We can either set a flat discount for all the products or break discounts for a ...
Mon, 4 May, 2020 at 8:22 AM
Tax
Setting Up Tax for Your Products. Taxes are derived from products and charges. Not all the products and services have the same tax rate. There are tax e...
Mon, 4 May, 2020 at 8:24 AM
Organisation- Branch
An Organisation is often a legal entity or sub-unit for which transactions are processed. Usually, a client will have multiple organisations under its au...
Mon, 4 May, 2020 at 8:26 AM
Payment Term
Posibolt lets you create different payments terms that you offer to your Business Partners when paying invoices and also those terms your Vendors offers ...
Mon, 4 May, 2020 at 8:29 AM
Currency
All the currencies available will be on this screen. If you need to update or edit any of the currencies, you can do it from here. You can add denominati...
Mon, 4 May, 2020 at 8:32 AM
UOM Conversions
We can set the conversions for a UOM here. For example, we have a product a bottle of water. We purchase it as a carton and sell it as each. In this case...
Mon, 4 May, 2020 at 8:34 AM