Shoply is a robust business management system designed for commercial stores and point of sale (POS) operations. It provides detailed features to streamline the management of sales, invoicing, customers, suppliers, product categories, and daily operations. In this guide, we’ll explore how to get started with Shoply, including detailed instructions on setting up and managing key areas of your business.
What is Shoply?
Shoply is a comprehensive software solution developed by Linkysoft for managing retail businesses. The system simplifies operations like sales, invoicing, customer and supplier management, purchasing, product handling, and more. With Shoply, businesses can efficiently manage their day-to-day tasks while benefiting from advanced reporting features for better decision-making.
Key Features of Shoply
1. Point of Sale (POS) – Shoply offers a fully integrated POS system, allowing users to quickly process transactions, print receipts, and manage payments.
2. Invoicing – Easily create invoices for sales transactions, manage customer payments, and track outstanding balances.
3. Customer and Supplier Management – Shoply allows businesses to track customer information, manage suppliers, and ensure smooth purchasing and supply chain processes.
4. Product Management – Manage product categories, stock levels, pricing, and more to ensure seamless inventory control.
5. Reports – Generate detailed reports on daily and monthly sales, purchases, and other key metrics to make data-driven decisions.
6. User and Employee Management – Manage roles and permissions for your staff, ensuring that each team member has the right level of access to the system.
Starting with Shoply: An Overview
Before diving into the day-to-day operations, it is important to set up Shoply correctly for your business. This includes configuring product categories, adding new products, setting up customer and supplier information, and ensuring your POS is ready to go.
Steps to Start Using Shoply
1. Navigate to Settings > General Settings to configure basic settings such as your business name, address, and currency.
2. Set up product categories by going to Categories > Add New Category to organize your products efficiently.
3. Add your inventory by navigating to Products > Add New Product, where you can input product details like code, name, price, and stock quantity.
4. To add customer and supplier information, go to People > Add Customer and People > Add Supplier.
Managing Sales and Creating Invoices
Shoply makes it easy to manage sales transactions and create invoices for your customers. Once you have set up your products and POS system, follow these steps to process sales efficiently.
Steps to Process Sales and Create Invoices
1. Navigate to Sales > Add Sale to start a new sales transaction.
2. Select the products the customer is purchasing, and Shoply will automatically calculate the total amount, including tax if applicable.
3. Complete the transaction by printing the receipt, which can be done through the POS system.
4. If the customer requires an invoice, go to Sales > Invoices to generate a detailed invoice.
Customer and Supplier Management
Shoply enables businesses to store and manage customer and supplier information efficiently. You can track customer purchase history and manage supplier orders, ensuring a seamless supply chain.
Steps to Manage Customers and Suppliers
1. Navigate to People > Customers to view and manage customer details.
2. To track supplier information, go to People > Suppliers and add or edit supplier details as needed.
Product and Inventory Management
Managing products and inventory in Shoply is straightforward. You can easily add new products, update stock levels, and set product categories to keep everything organized.
Steps to Manage Products and Inventory
1. To add new products, go to Products > Add New Product and fill in the product details like name, category, and price.
2. Update stock levels by going to Products > Edit Product and modifying the stock quantity.
3. Organize your products by assigning them to categories under Categories > Product Categories.
Generating Reports in Shoply
One of the most powerful features of Shoply is its reporting capability. You can generate detailed reports on daily and monthly sales, helping you track your business’s performance over time.
Steps to Generate Sales Reports
1. Navigate to Reports > Daily Sales for a breakdown of daily sales data.
2. For a broader overview, go to Reports > Monthly Sales to see how your business performed over the month.
3. You can also view specific reports like Sales Report and Product Report for more detailed analysis.
Managing Users and Employees
Shoply allows you to manage the roles and permissions of users and employees, ensuring that everyone has the right level of access to perform their job efficiently.
Steps to Manage Users and Employees
1. Navigate to Settings > Users to add or edit users.
2. Set permissions based on their role in the business, ensuring secure access to sensitive areas of the system.
Shoply is an all-in-one business management system designed to streamline operations for commercial stores and point of sale environments. With powerful features for managing sales, invoicing, products, customers, suppliers, and employees, Shoply helps businesses run efficiently while providing detailed reporting for informed decision-making. Use this guide to get started and take full advantage of Shoply’s capabilities to optimize your store operations.
