Documentation

The bottom menu

After you sign in with your PIN, the Android app shows a bottom menu with up to five sections. Each one groups related work instead of giving every screen its own tab:

• Transact — day-to-day work, organised as three cards: Sell (the till), Stock (products, stock-in and adjustments, plus Categories and Stock take under More) and Money (expenses, plus Cash movements, Petty cash and Bank deposits under More). Each card has an Open button and a Learn button that explains what the action posts to your books.
• Stakeholders — Customers and Suppliers in one place. The menu on the Suppliers side also leads to purchase orders and supplier payables; the Customers side leads to receivables ageing.
• Reports — the reporting dashboard: sales trend, top categories, cash flow, financial statements, margins, ageing, shrinkage and the audit and integrity screens.
• User Management — staff accounts, roles and PINs.
• Control — settings: approvals, price books, accounting setup, backups, app lock, session timeout, printer and print queue, notifications, device health, barcode scanner and keyboard shortcuts.

On a tablet or any screen at least 600 pixels wide, the same sections appear as a side rail instead of a bottom bar. If a role ever has more than five sections, the fifth slot becomes More and opens the rest in a sheet.

The top strip

Above every section there is a thin strip that stays put while you move around:

• a Home button — Home is no longer a bottom-menu tab, so this is how you get back to it;
• the status strip — held sales, ledger integrity, how old your last backup is, and printer or scanner status;
• Search (owners and analysts) — one search across products, sales, customers, suppliers, purchase orders and expenses.

Home shows your greeting and role, and the shortcuts for the current business day: sale history, expenses, closing the shift and closing the day.

What each role sees

The menu only shows sections the signed-in role can use, so two staff on the same device can see different menus:

• Owner — every section.
• Cashier — Transact only: Sell, Stock take, and the cash, petty-cash and bank-deposit screens.
• Analyst — Stakeholders (Customers only) and Reports, plus Search.

A cashier can't open the full Stock or Money screens, but can still reach Stock take and the cash, petty-cash and bank-deposit screens, so those cards stay available to them.

Plan locks are separate from roles

Your role decides whether you can see a screen. Your plan decides whether the screen is unlocked. A screen your plan doesn't include opens an Upgrade screen instead — see Plans, trial & feature locks.