SalesGoo Application

SalesGoo Application
Out2sol.com Providing Outsourcing IT Solutions Services
IT Advisory || Project Management || Software Developments || Web Apps || Trainings
Copyright 2014 Inc. All rights reserved. out2sol.com
Out2sol HQ, ZBC Suite# 205, Jeddah KSA
Phone: +966 12 6133817 ||Mobile:+966 507889282
Fax: +966 12 6133817 ||Mobile: +966 566613182
email: support@out2sol.com || www. out2sol.com
‫الخارجية‬ ‫الحلول‬ ‫مصادر‬
ORDERING | In-Field SALES | COLLECTION
Mobile Force Real-time Sales & Inventory
Management

CONTENTS
• Introduction to SalesGoo Apps
• SalesGoo Apps Flow
• How to Access SalesGoo
– Login Page
• Inside SalesGoo Apps
– Landing KPI’s Dashboard
– Locations Management
– Employees Management
– Customers Management
– Suppliers Management
– Material Request Order Management
– Purchase Order Management
– Receiving Management
– Items Management
– Items Kit Management
– Transfer Management
– Tracking & Store Configuration
– Sales
– Sales Policy
– Gift Cards
– Payment Received from Employees
– Expense Management
– Reports
– EXIT from Apps
– HELP

ABOUT SalesGoo
SalesGoo system is an Online CLOUD based Sales solution to empower Field Sales
Team, it is a combination of hardware and software built to centralize business
operations
• User can analyze sales data, figure out how well all the items on your shelves sell,
and adjust stock levels accordingly
• User can improve pricing accuracy by integrating bar-code scanners and credit card
authorization ability with the SalesGoo system
The feature of SalesGoo
1. Ease of use
2. Entry of sales information
3. Easy to handle the Pricing.
4. Updating product information
5. Security
6. Taxes
7. Multiple languages (Arabic & English)
Comply with Saudi Ministry requirements

INVENTORY
STORE
PO MRO LOCATIONSSUPPLIER
RECEIVING /
RETURN-RECV
INVENTORY
STORE
SALES/RETURN-
SALES
CUSTOMER
EMPLOYEE
Employ
ees
Report
Items
Report
Invent
ory
Report
Transfe
rring
Report
Payme
nts
Report
Expens
es
Report
Custom
ers
Report
Receivi
ngs
Report
Sales
Report
Supplie
rs
Report
TRANSFER/
RETURN-TRANS
SALESGOO APPLICATION PROCESS
Purcha
se
Order
Report
MRO
Report

HOW TO ACCESS
Salesgoo.com
1. Open Internet Explorer or Chrome Browser
and type in the URL
http://demo.salesgoo.com/
2. Enter User Name & Password.
3. Press the Login to Continue.
Note: If you receive message Invalid ID / Password
contact Technical Team tech@out2sol.com

LANDING DASHBOARD
• Landing Dashboard Low Stock Graph shows Inventory bar Chart Graph with Low stock
Quantities along with there Product-ID.
• Landing Dashboard High Stock Graph shows Inventory bar Chart Graph with High stock
Quantities along with there Product-ID.

LOCATION MANAGEMENT
CREATE NEW LOCATIONS.
 Define a Locations … Click on Locations TAB > Click NEW.
1. Click on New Locations.
2. Enter the Name (Mandatory)
3. Enter the address (Mandatory)
4. Enter phone number (Mandatory)
5. Enter Email Address
6. Chose Store Type (Mandatory)
7. Select Receive Stock Alert .
8. Enter Stock Alert Email Address.
.
9. Choose Timezone (mandatory)
10. Enter Mailchimp API key.
11. Press SUBMIT to SAVE the New
record.
STORE TYPE
1. MASTER-STORE
2. SITE-STORE
3. PROJECT
4. TRANSIT-STORE
5. IN 2 OUT (RENT ITEMS ) -
quantities must add under TOTAL
quantities & COLOR BLUE
6. DAMAGE-STORE - quantities must
NOT be added under TOTAL
quantities & COLOR RED
7. OUT 2 IN (BORROW ITEMS) -
quantities must NOT be added
under TOTAL quantities & COLOR
RED
1

UPDATE LOCATIONS.
 Update Locations … Click on Locations TAB > Click EDIT.
1. Enter the Name (Mandatory)
2. Enter the address (Mandatory)
4. Enter Email Address
5. Chose Store Type (Mandatory)
6. Select Receive Stock Alert
7. Enter Stock Alert Email Address.
09.Choose Timezone (Mandatory)
10. Enter MailChimp API Key
record.
STORE TYPE
1. MASTER-STORE
2. SITE-STORE
3. PROJECT
4. TRANSIT-STORE
5. IN 2 OUT (RENT ITEMS ) -
quantities must add under TOTAL
quantities & COLOR BLUE
6. DAMAGE-STORE - quantities must
NOT be added under TOTAL
quantities & COLOR RED
7. OUT 2 IN (BORROW ITEMS) -
quantities must NOT be added
under TOTAL quantities & COLOR
RED
LOCATION MANAGEMENT
1

EMPLOYEES MANAGEMENT

EMPLOYEES MANAGEMENT
CREATE NEW EMPLOYEES.
 Define an Employee … Click on Employees TAB > Click
NEW
1. Enter first Name (Mandatory)
2. Enter last name (Mandatory)
3. Enter E-mail (Mandatory)
4. Enter Phone Number.
5. Upload Employee Picture.
6. Enter Address1, Address 2, City,
State/Province, Zip & Country.
7. Add New Month Target & Salary.
8. Enter the user name (Mandatory)
9. Enter Password (Mandatory)
10. Select Language (Mandatory)
11. Select the location (Mandatory)
12. Choose Employee Sale Screen Access Type.
(Default / Sale Booker / Sale Counter)
13. Choose the Employee Permissions and
Access for Modules & Reports. (Mandatory)
14. Press SUBMIT to SAVE the New record
1
2

HOW TO ADD VAN-SALES MONTHLY TARGET
FOR PROFILE
UPDATE EMPLOYEES.
 Update an Employee … Click on
Employees TAB > Click EDIT.
1. Select the Employee for
assigning the target.
2. Enter Monthly Salary.
3. Enter Monthly Target mm-yyyy
format. (for example 10-2018).
4. Enter Monthly Target in Figure.
(for example 10000)
1 2

HOW TO ADD SALE POLICY FOR ITEMS
ABOVE STANDARD PRICE
HOW TO ADD SALES POLICY.
Add a Sale Policy … Click on Sale Policy TAB
1. Enter Sales Man Incentive %
2. Enter Business Incentive %
NOTE: 40% Profit to VAN-SALES & 60% Profit to Business.
2
1

MAKE SALES ON ABOVE STANDARD PRICE.
 Make Sales… Click on Sales TAB >
1. Click on Show Grid Element Button
2. Choose Categories (ACCESSORIES, MOBILE OR TABLE)
3. Choose the items for sale.
4. Change the price manually above standard price
5. Enter Quantity & Discount in the Invoice Discount field & Press Submit/Enter Button.
6. Select the customer (optional)
7. Select Cash from the Add Payment list.
1. Enter amount and press Add Payment button.
2. Press the Complete Sale to generate Sale Invoice
HOW TO ADD ADDITION INCENTIVE
ON SALE ITEMS WITH ABOVE
STANDARD PRICE
1
2

EMPLOYEES ATTENDENCE
 To View Employees Attendance … Click on Employees TAB
 Select Date in the format mm/dd/yyyy …… for e.g then Click on View Details
1
2
2 3

EMPLOYEES ATTENDENCE
 After clicking on View Details … Monthly Attendence will open like this
 Red Color represent Absent, Green color represent On time, Purple Color represents Late

HOW TO CHECK VAN-SALES MONTHLY
TARGET/CURRENT SALES & INCENTIVES
VAN-SALES PROFILE.
 Click on Dashboard TAB > Click
Profile.
1. Select the Date by using the
Calendar.
2. Press the Submit Button.
3. See the Details of VAN-SALES
Profile Information.
4. Salary, Target, Current Sales.
5. Achievement%, Achieved Daily
Sales, Required Daily Sales.
6. Additional Sales/Need to
Achieve.
7. Salary Achieved, Additional
Incentives & Total Salary Payable.
1
2
3

CUSTOMER MANAGMENT
1. To View all existing Customer, CLICK Customer TAB from Left PANEL.
2. To Create New Customer CLICK new customer Button & Fill all required information.
3. To Update Existing Customer CLICK on EDIT link & update modifications
NOTE: CHECK Taxable
1 1
OR

CUSTOMER MANAGMENT
CREATE NEW CUSTOMER
 Define a Customer … Click on Customers TAB
> Click NEW.
1. Enter First Name (Mandatory)
2. Enter Last Name (Mandatory)
3. Enter Email
4. Enter Phone #
5. Upload Customer Picture
6. Enter Address 1 & Address 2.
7. Enter City, Province , Zip, Country,.
8. Enter Company Name, Account#, Customer
VAT #.
9. Allocate Salesman (Mandatory)
10. Select Taxable check box. (Mandatory)
11. Customer Credit Limit
12. Due Period Days
13. Press SUBMIT to SAVE the Record
*New Customer must be allocated with SALESMAN
information.
1 2

CUSTOMER MANAGMENT
UPDATE CUSTOMER
 Update a Customer … Click on Customers
TAB > Click on EDIT
1. Enter First Name (Mandatory)
2. Enter Last Name (Mandatory)
3. Enter Email
4. Enter Phone #
5. Upload Customer Picture
7. Enter City, Province , Zip, Country,.
8. Enter Company Name, Account#, Customer
VAT # & Comments.
9. Allocate Salesman (Mandatory)
10. Select Taxable check box. (Mandatory)
11. Customer Credit Limit
12. Due Period Days
13. Press SUBMIT to SAVE the Record.
1 2

SUPPLIER MANAGEMENT
CREATE NEW SUPPLIERS
 Define a Supplier … Click on Suppliers TAB > Click Add New Supplier
1. Enter company name (Mandatory)
6. Upload Supplier Picture.
8. Enter City, State , Zip, Country.
9. Enter Comments & Account Number.
1
2

SUPPLIER MANAGEMENT
UPDATE SUPPLIERS
 Update Supplier … Click on Suppliers TAB > Click EDIT.
1. Enter company name (Mandatory)
6. Upload Supplier Picture.
8. Enter City, Province , Zip, Country.
9. Enter Comments & Account Number.
1
2

MRO MANAGEMENT
CREATE A MATERIAL REQUEST ORDER (MRO)
 Create MRO … Click on MRO’s TAB > Click on New Article.
1. Enter Item Name or Follow the Slide# 31, 32 & 33 to create
Item.
2. Press Finish to generate the MRO.
1

PO MANAGEMENT
CREATE A PURCHASE ORDER (PO)
 Create PO… Click on Purchase Orders TAB > Click on New
Article..
1. Enter Item Name or Follow the Slide# 31, 32 & 33 to
create Item.
2. Select MRO Reference # (Mandatory)
3. Select Supplier (Mandatory)
4. Select Location of VAN-SALES. (Mandatory)
5. Press Finish to generate PO
1

RECEIVING MANAGEMENT
CREATE RECEIVING
 Create receiving… Click on Receiving's TAB
1. Click on Show Grid Element to select item or
Enter Item Name or Click on New Article to Create
Item and Follow the Slide# 31, 32 & 33 to create
Item.
2. Select the SUPPLIER (Mandatory)
3. Select PO (Mandatory)
4. Select Payment Type
5. Then click on the finish
1
2

RECEIVING MANAGEMENT
TO print the Report – CLICK on TO-PRINT button

How to check the Inventory
1

 Enter the Item Description in the Search Items filed.
 Choose Category and Press Search Button (if want to search only by Category)
 Choose Category & Sub Category and Press Search Button. (if want to search by multiple
Category).
 See Below Columns Information regarding Items Inventory.
 Article ID.
 External Product ID.
 Category & Sub Category
 Item description & Item code.
 Quantity
 Buying Price & Buying Total Price.
 Selling Price & Selling Total Price.
 Remarks.
 Inventory
 Edit
How to check the Inventory

ITEM MANAGMENT

ITEM MANAGMENT
CREATE NEW ITEM.
 Define an Item … Click on Items TAB > Click NEW
1. Item Code & Product ID are auto-generated by system.
2. Enter ITEM Name (Mandatory)
3. Enter ITEM Short Description (Mandatory)
4. Enter External Product ID (Mandatory)
5. Select CATEGORY (Mandatory)
6. Select SUB CATEGORY (Mandatory)
7. Select Service Provider (Mandatory)
8. Enter Inventory Max limit (Mandatory)
9. Enter Replenishment Level
10. Enter Warranty , Company Name, Made In, Remarks, Creation Date.
11. Upload Item Picture.
12. Choose Depreciation Status.
13. Enter Depreciation Previous Years) & Depreciation Period (Forward Years):
14. Enter Buying PRICE (Without TAX) (Mandatory)
15. Enter Selling PRICE (Mandatory)
16. Enter Promotional Price, Promo Start Date & Promo End Date.
17. Choose Replace TAX on Default.
18. Press SUBMIT to SAVE the New record Out2sol.com Providing Outsourcing IT Solutions Services
NOTE: Replace tax on
default
If NOT-ENABLED TAX
will calculate as on
Master file level
1 2

ITEM MANAGMENT
UPDATE ITEM.
 Update an Item … Click on Items TAB > Click EDIT
2. Enter ITEM Name (Mandatory)
3. Enter ITEM Short Description (Mandatory)
4. Enter External Product ID (Mandatory)
6. Select SUB CATEGORY (Mandatory)
7. Select Service Provider (Mandatory)
8. Enter Inventory Max limit & Replenishment Level
9. Enter Warranty , Company Name, Made In, Remarks, Creation Date.
10. Upload Item Picture.
11. Choose Depreciation Status.
12. Enter Depreciation Previous Years) & Depreciation Period (Forward Years):
15. Enter Promotional Price, Promo Start Date & Promo End Date.
17. Press SUBMIT to SAVE the New record Out2sol.com Providing Outsourcing IT Solutions Services
NOTE: Replace tax on
default
If NOT-ENABLED TAX
will calculate as on
Master file level
1 2

HOW TO ACTIVATE
DISCOUNT ON ITEM
EDIT ITEM TO ACTIVATE DISCOUNT.
 Activate Discount on Item … Click on Items TAB >
Click EDIT.
1. Choose Discount Status
ACTIVE/INACTIVE. (Mandatory)
2. Enter Discount Quantity (for example 6
means activate the discount from this
quantity) (Mandatory)
3. Enter Discount in Percentage.
4. Enter Discount in Riyal Value.
5. Press SUBMIT to save the record Out2sol.com Providing Outsourcing IT Solutions Services
NOTE: Only 1 Option is
applicable at a time.
(Discount by % or Discount
by Absolute Value in Riyal)

HOW TO MANUAL
ADD/SUBTRACT QUANTITY
UPDATE ITEM TO ADD QUANTITY.
 Add Quantity of Item … Click on Items TAB > Click
EDIT
1. Enter Quantity. (Mandatory)
2. Enter Inventory Max limit (Mandatory)
3. Enter Replenishment Level
4. Enter Store Location
5. Choose Replace Prices.
6. Enter Choose Replace TAX on Default.
1
2

How to Transfer Inventory to VAN-
SALES LOCATION
MAKE TRANSFER.
 Transfer an Item … Click on Transfers TAB >
1. Click on Show Grid Element
3. Choose the items for Transfer.
4. Choose Transfer from Receiving Mode.
5. Enter Quantity.
6. Select Location of VAN-SALES or Press New Location.
7. Select Cash from Payment Type.
8. Enter Amount & Finish.

How to Transfer Inventory
to VAN-SALES LOCATION

How to Return Transfer Inventory
from VAN-SALES LOCATION
MAKE RETURN TRANSFER.
 Transfer an Item … Click on Transfers TAB >
1. Choose Return Transfer from Receiving Mode.
4. Choose the items for Transfer.
5. Enter Quantity.
6. Select Location of VAN-SALES or Press New Location.
7. Select Cash from Payment Type.
8. Enter Amount & Finish.

ITEM KITS MANAGMENT

ITEM KITS MANAGMENT
• CREATE NEW ITEM.
Define an Item Kit… Click on Items Kits TAB > Click NEW
1. Add Article
3. Enter ITEM Kit Name (Mandatory)
4. Enter ITEM Kit Short Description (Mandatory)
6. Prices include Tax (Mandatory)
10.Replace Prices
11.Press SUBMIT to SAVE the New record
21

ITEM KITS MANAGMENT
• EDIT ITEM KIT
Edit an Item Kit… Click on Items Kits TAB > Click Edit
1. Add Article
3. Enter ITEM Kit Name (Mandatory)
4. Enter ITEM Kit Short Description (Mandatory)
6. Prices include Tax (Mandatory)
10.Replace Prices
11.Press SUBMIT to SAVE the New record
21

STORE
CONFIGURE
Employ
ee
SALE
Report
LOW
Invent
ory
Report
Invent
ory
SUMM
ARY
Report
Invent
ory
DEPR
Report
PAYME
NT
Summa
ry
Report
EXPEN
SE
Report
Custom
er SALE
Report
RECEVI
NG
Report
SALES
Report
SUPPLI
ER
Report
MRO
PO
INVENTORY
STORE
RECEIVING
MANUAL
INVENTORY
Adjustments
TRANSFER To
VANSALES
SALES
CUSTOMER
PAYMENT
HEADOFFICE
PAYMENT
RECEVING
SALESMAN
SALESGOO SALES PROCESS
1
2
3 4 5
6
7
ADMINSTRATIVE ACTIONS VAN-SALES FUNCTIONS
HEADOFFICE
COLLECTION

SALES
CASH HEADOFFICE
PAYMENT
RECEVING
SALESMAN
Login
SALESGOO CASH SALES PROCESS
1
5
Immediate
CASH received
CLOSED
CASH on Hold
OPEN
***Default 4 DAYS delayed on
CASH holding is allowed by system.
After Crossing the DUE Date system
will BLOCK all NEW SALES.
Payment
SEND to H.O
manually
CASH received
CLOSED
2
3
3
4
3A
***PAYMENT
received from
SALESMAN will be
recorded by ADMIN
only.
SALESMAN can see the
IMPACT of receiving
under Reports -
Employees Summary
Report.
Customer SALE Report Employee SALE Report SALES Report
***Cash will be received through
Detail Sales Report EDIT OPTION

How to make CASH SALES
MAKE SALES ON CASH.
2
1

 Press Change button to select Adobe PDF &
Press Print.
 Press Change button to select Save as PDF &
Press Save in your hard disk.
 Press Change button to select Save to Google
Drive & Press Save in Google Drive.
 Press Change button to select Fax & Press Save
to send on fax machine.

Employee SALE ReportCustomer SALE Report SALES Report
SALES
CASH
HEADOFFICE
PAYMENT
RECEVING
SALESMAN
Login
SALESGOO CREDIT SALES PROCESS
1
6
CREDIT SALES
OPEN
***SALESMAN to SELECT
the DUE DATE which must
be within or before the
CUSTOMER allowed DAYS
CREDIT LIMIT.
Payment
SEND to H.O
manually
2 3
5
FULL BALANCE
PAYMENT
AUTO CLOSED
***CUSTOMER FULL
PAYEMNT received will
handle from CUSTOMER
PAY module.
4 A ***PAYMENT
received from
SALESMAN will be
recorded by ADMIN
only.
SALESMAN can see the
IMPACT of receiving
under Reports -
Employees Summary
Report.
PARTIAL
PAYMENT
RECEIVED OPEN
4
***CUSTOMER PARTIAL
PAY module.

How to make Sales on Credit
MAKE SALES ON CREDIT.
4. Enter Quantity
5. Enter Discount in the Invoice Discount field & Press Enter
Button.
6. Type the Client Name or Press New Customer and Enter.
7. Select Credit Account from the Add Payment list.
9. Press the Complete Sale to generate Invoice Report.
1
2

SALES
CASH
HEADOFFICE
PAYMENT
RECEVING
SALESMAN
Login
SALESGOO PARTIAL SALES PROCESS
1
6
PARTIAL SALES
OPEN
***SALESMAN to SELECT
the DUE DATE which must
be within or before the
CUSTOMER allowed DAYS
CREDIT LIMIT.
Payment
SEND to H.O
manually
PARTIAL
IMMEDIATE
CASH
RECEIVED
2
3
5
***CUSTOMER PARTIAL
handle from SALES
MODULE
FULL BALANCE
PAYMENT
AUTO CLOSED
***CUSTOMER FULL
PAY module.
4
4A
Customer SALE Report Employee SALE Report SALES Report

How to make Partial Sale

How to make Partial Sale
• MAKE SALES ON CREDIT OR CASH ON PARTIAL BASIS
4. Enter Quantity
5. Enter Discount in the Invoice Discount field & Press Enter Button.
6. Type the Client Name or Press New Customer and Enter.
7. Select Cash or Credit Account from the Add Payment list.
8. Enter partial amount and press Add Payment button.
9. Press the Complete Sale once whole amount of invoice is equal to
payment amount to generate Invoice Report.
1
2

How to make Sales Return
MAKE SALES RETURN.
 Make Sales Return… Click on Sales TAB >
3. Choose the items for Return Sale.
4. Choose Return from Subscribe Mode.
1
2

How to Receive Payment
from Customer
MAKE PAYMENT FROM CUSTOMER.
 Make Payment from Customer… Click on Customers TAB >
1. Choose Pay against the selected Customer.
2. Press Detach Button If you want to change the
Customer.
3. You can see the Balance of Customer.
4. Select Cash from the Payment Type list.
5. Enter amount and press Enter.
6. Press the Complete Payment to generate Credit
Invoice Report.

How to Receive Payment from
Customer
1. You can see the Balance of
Customer.
2. Select Cash from the Payment
Type list. Select Invoice #
3. Enter amount and press Enter.
4. Press the Complete Payment to
generate Credit Invoice Report.
1
4
2 3

How to Book Order and Pay
later
MAKE BOOK ORDER & PAY LATER.
 Make Book Order… Click on Sales TAB >
3. Choose the items for Sale.
4. Press Book Order & Pay Later.

How to Book Order and Pay
later
MAKE COLLECT PAYMENT & PENDING SALES.
 Make Collect Payment… Click on Sales TAB >
1. Click on Collect Payment / Pending Sales Button
2. Click on Collect Payment / Reactivate Button
3. Enter Discount in the Invoice Discount field & Enter.
4. Enter the Customer Name and Enter.
5. Select Payment type from the Add Payment list.
7. Press the Complete Sale to generate Invoice Report.

How to check Balance
Payment of VAN-SALES
CHECK BALANCE PAYMENT OF VAN-SALES.
 Check Balance Payment of VAN-SALES… Click on Payment Recv TAB >
1. Select VAN-SALES Employee from the list.
2. Enter From Date & To Date.
3. Press Submit Button to display Payment Balance history.
1
2 3
4

How to make Payment from
VAN-SALES
MAKE PAYMENT FROM VAN-SALES.
 Make Payment from VAN-SALES… Click on Payment Recv TAB >
1. Click on Add Payment.
2. Enter Payment Date.
3. Select VAN-SALES Employee from the list to display Balance.
4. Enter Remarks.
5. Enter amount in figure and Press Submit button.
1
2
3
4
5
6
7

How to Check Payment/Balance of
VAN-SALES
GENERATE PAYMENT/BALANCE REPORT OF
VAN-SALES.
 Generate Payment/Balance Report of VAN-
SALES… Click on Reports TAB >
1. Click on Employees.
2. Click on Summary Reports.
3. Select VAN-SALES Employee from the
list to display Balance.
4. Enter Remarks.
5. Enter amount in figure and Press
Submit button.
 Select Fixed Range or Custom Range.
 Select Sale Type All.
 Select Export to Excel YES/NO
 Select Submit.

How to Generate Sales
Reports
 Select Reports.
 Select Sales.
 Select Detailed Reports.
 Select Fixed Range or Custom Range.
 Select Sale Type All.
 Select Export to Excel YES/NO
 Select Submit.
1
3
2
4
5

How to Generate Detailed
Sales Reports

DEPRECIATION
HOW TO CREATE DEPRECIATION
DEFINE DEPRECIATION ON ITEMS
 Define Depreciation on Item … Click on Items TAB > Click EDIT
1. Active the depreciation status (Mandatory)
2. Enter the previous years number (Mandatory)
3. Enter the forward years number (Mandatory)
system will calculate the DEPRECIATION
TO VIEW THE ALL ITEMS DEPRICATION .. SELECT THE INVENTORY
DEPRECIATION REPORT
1
2

GIFT CARDS
2
1
2
1
3

EXPENSE MANAGEMENT
CREATE AN EXPENSE.
 Define an expense … Click on Expenses
TAB > Click ADD EXPENSE
1. Enter expense id (Mandatory)
2. Enter expense date (Mandatory)
3. Enter title (Mandatory)
4. Select Expense type
(Mandatory)
5. Expense Location (Mandatory)
6. Enter paid to (Mandatory)
7. Enter description (Mandatory)
record
2
1

STORE CONFIGURATION

STORE CONFIGURATION
 Define a store configuration … Click on Store Configuration or Settings.
1. Choose Report header logo. (Mandatory)
2. Choose Report footer logo (Mandatory)
3. Choose a company logo (Mandatory)
4. Enter a company name (Mandatory)
5. Define sale ID Prefix (Mandatory)
6. Choose Prices Include Tax.
7. Define Currency Symbol.
8. Select Language, Date Format, Time Format.
9. Define Notification of Dashboard for All users.
10.Press Submit to Save Settings.

PAYMENT RECEIVED FROM
EMPLOYEES
1. Select
2. Select Employee (Mandatory)
3. Select Date Range (Mandatory)
1
3
2
1
2

TRACKING
 Track Sales by Location … Click on Tracking.
1. Select Location. (Mandatory)
2. Select Start and End date (Mandatory)
3. Click Submit
1

REPORTS
Generating Report
Select REPORT LINK… Click
1. Select Report TYPE (Mandatory)
2. Select Fixed Range or Custom Range (Mandatory)
3. Select SALE Type
4. Select Export to Excel YES/NO.
5. Press Submit.
1
4
3
2

HELP & SETTINGS
Phone: +966 12 6133817 ||Mobile:+966 507889282
Fax: +966 12 6133817 ||Mobile: +966 566613182
‫للمقاوالت‬ ‫الخارجية‬ ‫الحلول‬ ‫مصادر‬
1. Time ZONE: To be set for each location separately. UTC+03:00 Asia/Riyadh
2. DATA / RECORD uploading: Make sure 100% message to be appear during
record SUBMIT process.
3. TAXABLE: Under Item Taxable to be overwrite with Replace tax on default
4. TAXBALE: Under Customer Taxable Check to be overwrite
5. Customer Not showing in Sales LOV: Check the Salesman field assignment
under Customer module
6. SUPPLIER PAY: Credit Account payments must PAY under CREDIT account type
to have an impact of Supplier balances.

LOG OUT
Phone: +966 12 6133817 ||Mobile:+966 507889282
Fax: +966 12 6133817 ||Mobile: +966 566613182
‫للمقاوالت‬ ‫الخارجية‬ ‫الحلول‬ ‫مصادر‬

SalesGoo Application

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