How To
How do I manage Bank Accounts on Posibolt?
How do I manage Bank Accounts on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the right side of the screen ...
How do I manage the Discount Schema on Posibolt?
How do I manage the Discount Schema on Posibolt? Discount Schema refers to an arrangement whereby, upon presentation, the holder of the customer is entitled to Purchase a Fare at a lower price than would otherwise apply. Log in to Posibolt and ...
How do I Import and Export on Posibolt?
How do I Import and Export on Posibolt? Importing: The process of uploading a file(s) onto Posibolt. Exporting: The process of downloading a file(s) from Posibolt. Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes ...
How do I generate a new product report and/or a product price change report on Posibolt?
How do I generate a new product report and/or a product price change report on Posibolt? New product report: This shows you a report with all the new products based on what you have entered for searching, this includes prices Product price change ...
How do I manage and maintain product attribute sets on Posibolt?
How do I manage and maintain product attribute sets on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the ...
How do I manage the Promotion Groups on Posibolt?
How do I manage the Promotion Groups on Posibolt? The promotion group outlines the rules and way the promotion will be defined e.g base products, categories etc, but the promotion will have the rules to run the promotion (buy 1 get one free ) Log in ...
How do I manage a price list schema for products on Posibolt?
How do I manage a price list schema for products on Posibolt? A price list schema is a demarcation of prices for specific products/goods that are grouped or categories or individually however in bulk Log in to Posibolt and navigate to the top left of ...
How do I manage a price list for products on Posibolt?
How do I manage a price list for products on Posibolt? A price list is a demarcation of prices for specific products/goods Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. ...
How do I do a price and stock check for products on Posibolt?
How do I do a price and stock check for products on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the right ...
How do I manage my Warehouses on Posibolt?
How do I manage my Warehouses on Posibolt? Warehouse refers to a place where goods are stored/kept. Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu ...
How do I print barcodes on Posibolt?
How do I print barcodes on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the right side of the screen and ...
How do I create or manage barcode templates on Posibolt?
How do I create or manage barcode templates on Posibolt? A barcode (sometimes seen as two words, bar code) is the small image of lines (bars) and spaces that is affixed to retail store items, identification cards and postal mail to identify a ...
How do I create and manage a product on Posibolt?
How do I create and manage a product on Posibolt? A product is often referred to as merchandise, and in manufacturing, products are bought as raw materials and then sold as finished goods Log in to Posibolt and navigate to the top left of the screen ...
How do I manage a product category on Posibolt?
How do I manage a product category on Posibolt? A product category is a group to which a specific category exists, e.g. if it is clothes you have as a product, you can define the category by age, gender etc. Log in to Posibolt and navigate to the top ...
How do I check product information on Posibolt?
How do I check product information on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the right side of the ...
How do I manage Business Partners (BP) and Business Partners (BP) Groups on Posibolt?
How do I manage Business Partners (BP) on Posibolt? A business Partner is an organization, group of organizations, person, or group of persons in which a company has a business interest. A company would use a partner for a variety of business ...
How do I manage my Vendors on Posibolt?
How do I manage my Vendors on Posibolt? Vendor/Supplier is a party in the supply chain that makes goods and services available to companies or consumers. Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the ...
How do I manage my customers a Customer on Posibolt?
How do I manage my customers a Customer on Posibolt? This feature allows you to edit, save, and see customer activity on Posibolt based on your search parameters. Log in to Posibolt and navigate to the top left of the screen to an arrow that takes ...
How do I Add and Edit a Terminal on Posibolt
How do I Add and Edit a Terminal on Posibolt Terminal, this is a device used to access the Posibolt system and has assigned functionalities (cashiers, supervisors, etc.). Log in to Posibolt and navigate to the top left of the screen to an arrow that ...
How do I edit a User on Posibolt?
How do I edit a User on Posibolt? Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the Main Menu when you click it. When the Main Menu appears, select Administration on the right side of the screen and then ...
How do I create a User on Posibolt?
How do I create a User on Posibolt? Please note some features will not appear depending on your configurations and the role you have A user is a person who uses or operates (on Posibolt or any other system). Log in to Posibolt and navigate to the top ...
Administration Overview
What is Administration on Posibolt? This is a section where where many of the setups, creations, and configurations are located, ranging from products to suppliers/vendors to users, and more. How do I create a User on Posibolt? Please note some ...
PROMOTIONS
Sales promotion is the process of persuading a potential customer to buy the product. Sales promotion is designed to be used as a short-term tactic to boost sales. This document helps you to learn how to create different types of promotions in ...
Catch-Weight(CW) Processing
Catch-weight processing is used by food processors and distributors to manage products where an individual item’s actual weight varies. These products would typically be sold in one unit of measure such as packages or cases though priced by weight of ...
Price List Schema
In POSibolt, the price list schema is used to update the item prices to a new price list from another price list based on a discount or markup percentage. To access price list schema screen you will need to Navigate to the main menu Click on the ...
Price List
A Price List is a collection of Item Prices either Selling, Buying, or both. POSibolt lets you maintain multiple Selling and Buying Item Prices using Price Lists. Price Lists can be used in scenarios where you have different prices for different ...
Approval Chains
Approval Chain Configuration and Reporting An Approval Chain represents a series of approvals that must happen in a specific sequence. Each part of the chain represents an approval rule with a shared approval chain field value. POSibolt will allow ...
Gift Vouchers
Go to Administration>Voucher Administration On this screen, users can search for vouchers and create vouchers. Users also have the option to select which organization the voucher will be applicable to. When the "CREATE VOUCHERS" tab is applied, users ...
Barcode Printing
In POSibolt, print labels for your items at any time, either on demand or immediately after posting a Purchase Order and Receiving Goods. Specify the number of labels to print or automatically print enough to cover the quantity you have on hand. ...
Email Configuration
Setup For Email Configuration External Server Type your corresponding mail_id and password in the corresponding textbox. Choose external sever from drop down Click on save. Type the id to whom you want to send email Click on send Test mail. Local ...
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, in the product details tab we choose the UOM as each – which is the selling UOM. Now under UOM ...
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 denominations for your currency as well.
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 you for payment. Creating A Payment Term Many businesses use the traditional payment term of 30 ...
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 authority. Select Organisation from the Administration Menu List. Click on 'Create New' icon. To ...
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 exempt products and there are products or services to which a higher tax rate is applied. A tax ...
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 specific product or product category. Clients can set the discount schema to different Business ...
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 drop down list Lay period. This can be 30, 60, 90-day period Minimum First Payment. Set a percentage ...
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 partner. Each Bank is given an identifying Name, Address, Routing No and configurations. You can search ...
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 purchase and the rules defined in the system. When the minimum points threshold defined in the system ...
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. Then click on customers, from the accounts drop down. To view your current customers. Enter the customers ...