{% extends "base.html" %} {% import 'components/macros.html' as ui %} {% block title %}App Guide - How to Use{% endblock %} {% block head_extra %} {% endblock %} {% block content %} {% set cashier_view = session.get('role') == 'cashier' and not session.get('server_owner') %}

📚 How to Use This App

{% if cashier_view %}A quick guide for daily sales, scanning, customers, receipts, returns, and payment steps.{% else %}A complete user guide for admins and cashiers. Use this page when training staff or checking how a workflow should be done.{% endif %}

Getting Started {% if not cashier_view %} Dashboard Inventory {% endif %} Sales Scanning Payments & Receipts Returns Customers {% if not cashier_view %} Cashiers Reports & AI {% endif %} Security {% if not cashier_view %} Backup Settings {% endif %} Support

🚀 Getting Started

This app helps a shop manage products, stock, cashiers, sales, payments, receipts, returns, reports, customers, backups, scanner tools, and app support.

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Admin

Admins manage products, cashiers, payment methods, reports, settings, scanner tools, backups, and sales records.

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Cashier

Cashiers mainly use the Sales page to search products, scan barcodes, add items to cart, checkout, and view receipts.

Shop Code

Each user logs in with a username, password, and shop code so every shop's products and sales stay separate.

  1. Log in with the correct username, password, and shop code.
    2. {% if not cashier_view %}
  2. If you are an admin, add products before making sales.
  3. Enable the payment methods your shop accepts.
    4. {% endif %}
  4. Open the Sales page to sell manually, by barcode, by camera, or by phone scanner.
    5. {% if not cashier_view %}
  5. Review Transactions, Receipts, Reports, Analytics, and Calendar to track shop activity.
    6. {% endif %}
Tip: Use the Help Center or AI Help Bot if you are unsure about a feature.
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🏠 Admin Dashboard

The Admin Dashboard is the main control center for administrators.

Use dashboard alerts every day before selling so you know which products need attention.

📦 Inventory

Inventory is where admins add products, restock products, update prices, attach barcodes, and manage stock.

  1. Open Admin Dashboard > Add Product or Inventory > Add Product.
  2. Enter product name, price, stock quantity, optional product ID, and optional barcode.
  3. Save the product.
  4. If the product already exists, the app restocks it by adding the new quantity instead of replacing the old stock.
  5. Use inventory search to find products by name, product ID, shop product ID, or barcode.
Do not delete product code without understanding it. Products may be connected to sales, receipts, reports, scanners, and stock history.
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🛒 Sales

The Sales page is where admins and cashiers make transactions.

  1. Open Sales.
  2. Search for a product by name, ID, or barcode.
  3. Enter the quantity and click Add to Cart.
  4. Review the cart total and item quantities.
  5. Use plus/minus buttons to adjust quantities or remove an item.
  6. Click Checkout.
  7. Select the payment method and complete the transaction.
  8. Open or print the receipt after the sale is saved.

Quick Add: If you know the product ID, enter it with the quantity and add it directly.

Voice Commands: On supported browsers, use the microphone button for commands such as "search milk", "add five sugar", "clear cart", or "checkout".

Always confirm the cart before checkout. Wrong quantities cause wrong totals, stock errors, and wrong receipts.

🕳 Scanner & Barcodes

Scanner tools speed up product entry and checkout.

Hardware Scanner

Use a USB or HID scanner. It works like a keyboard and types the barcode into the scan field.

Camera Scanner

Use the device camera to scan product barcodes in the browser.

Phone Scanner

Open the phone link or QR code on your phone and send scans live to the desktop.

If a scan does not find a product, add that barcode to the product in Inventory first.

💳 Payments & Receipts

Payment methods control what options appear during checkout.

After a successful sale, the app creates a receipt. Use receipts to confirm customer purchases, print proof of sale, and support returns.

For online or mobile payments, confirm payment status before handing goods to the customer.

↺ Returns & Refunds

Use Return Goods when a customer brings back an item.

  1. Open Return Goods.
  2. Search using a receipt code, sale ID, product name, or product ID where supported.
  3. Select the correct sale and item.
  4. Enter the return quantity and reason.
  5. Submit the return.
  6. The returned quantity is restored to inventory stock.
Do not return more than the quantity originally sold. Always verify the receipt and item details.

👥 Customers

The Customers page helps manage customer information and purchase history.

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👤 Cashiers & Users

Cashiers have limited access so they can sell without changing admin settings.

  1. Open Admin Dashboard > Manage Cashiers or the Cashiers page.
  2. Create a cashier username and password.
  3. Give the cashier the shop code for login.
  4. Edit or remove cashier accounts when staff changes.

📈 Reports, Analytics & AI

Reports help you understand sales and business performance.

Reports are only accurate when product stock, sales, payments, and returns are entered correctly.
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🔒 Profile, Password & Security

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💾 Backup & Cloud

Backups protect shop data from accidental deletion, computer issues, and bad imports.

⚙ Settings & Danger Zone

Settings control shop identity, admin details, password changes, brand information, and risky cleanup actions.

Danger Zone actions cannot be undone. Back up first and only delete records you are sure you no longer need.
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💬 Support & Troubleshooting

← Back 💬 Help Center AI Help Bot
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