Web Application User Guide Pyai Wa Web Application User Guide Prepared By Rio Robot Vision

Multi Device Supports

Abstract This is genuine invoicing and automated inventory management solution for “Pyai Wa” Company. Easy To Use – takes only 15 minutes for a new user Reports (Sales Reports, Sales Customer wise, Sales Employee wise, Profit Report, Export and Download Data ) Suitable for Regular and Walk-in customers in same way with or without customer registration Automated Intelligent Product Stock Management with Invoices and Receipts Product Stock Alert On Dashboard Ability to set monthly targets for sales, income, expenses and number of invoice. Easy Email and SMS integration Multiple bank account transactions record at single place Export Invoices, Customers and Sales Reports to Excel files Easy Employee management with job levels: Sales Team, Manager, Owner Advanced Database Manager: with Backup, Restore and Download Easy Settings Option for Billing(Invoice, Receipt and Quote) Terms and Invoice Prefix. Fully Branded for your company with Logo Printable documents (Invoice, Quote, Receipt)

One stop Solution One stop for Billing, Inventory, Accounts Management Income Expense Management Data & Reports Setting Highlights

Billing Create Invoices, Quotes and Purchase Receipts Recurring Invoices Four Statuses : Paid, Due, Pending, Cancelled Per Item Discount Flat or in % Cash, Bank Transfer, PayPal & Card Payments Inclusive & Exclusive TAX option Payment Reminders, Partial Payments Link Sales To Bank Account

Income Expense Management Track Income Expenses Monthly Income Expense Reports Set monthly targets: Sales, Income, Expenses Multiple Bank Account Records at Single Place

Data & Reports Track Daily, Weekly, Monthly and Yearly Sales Per Customer Purchase Reports Employee Sales Reports Export Data Reports to excel files

Setting Custom Currency Symbol Multiple Date Formats Custom Time zone Custom billing terms and bill footer note

Highlights Advanced Stock Manager Printer Friendly well organized bills Invoice, Quote & Receipt Shortcuts Multiple employee job level Easy payment gateway integration Add short notes

Content (Menu ) Login Dashboard (Track Your Sales) Reports and Data (Sales Reports, Sales Customer wise, Sales Employee wise, Profit Calculator, Export and Download Data Export & Download Reports ( in Excel file ) Banking Account -> <List>, <Add New A/C > transaction -> <View> , < +New > Sales ( new Invoice, Management Invoices, New Quote, Manage Quotes )

Content (Menu ) Recurring Sales Stock Manager (Products Categories, Add New Product, Manage Invoice ) Clients Income & Expenses Add New Income /Expenses data Set Target for next month Monthly Income/Expense Report Monthly Sales Reports Notes Hand Sketch (Add , View, Delete ) Damaged Stock ( Return, Refund, Replace) Settings (Add New User/ Employee

Login

Dashboard

Dashboard

Reports & Data ( Sales Reports)

Sales Report (Customer wise) At Reports & Data Menu: Select: Sales Customer wise Click : Invoice list < for any customer name>

Sales Report (Customer wise) Sales report on Customer name -> Aye Aye

Profit Calculator ( By Invoice Date or Number ) At Reports & Data: Select: Profit Calculator Select: <From Date > and <To Date> 3. Click : Calculate button Then Total Profit will be displayed as shown below

Export & Download Reports Select: Reports & Data Select: Export & Download Data 3. Select: Download Sales Reports Data Then Sales excel file is downloaded.

Sale data (downloaded in Excel file)

Bank Transactions (View)

Banking <Account List >

Add new Bank Transaction At Banking: Select: Transactions Click: +New Transaction button 3. Type: <details> 4. Click: Add transaction button

Banking Add New Account At Banking: Select : Accounts Click: +Add New Account Button 3. Type: A/C Details 4. Click: Add Account button

Income & Expenses - Add New Income /Expenses data - Set Target Monthly Income/Expense Reports Monthly Sales Report

Monthly Income/ Expenses Report

Income & Expenses < Monthly Sales Report>

Expense Transactions

Income & Expenses < Set Target > Income & Expenses -> Set Target for April, 2017 button Type: <target details> Click : Set Goal button

Dashboard Click : Place New Order button Then New Invoice will be shown for new order ( see next slide)

New Order/ New Invoice

Products Categories (add new) At Stock Manager: Select: Products Categories Click: Add New Product Category

Products Categories (add new)..1 Type :<Product Category Name> Type : <Description> Click: Add product category button

Added Product Category (success)

Edit Product Category

Add new Product At Stock Manager: Select: Add New Product Type or select: <new product details> 3. Click: Add Product button

Product detailed (Sample)

Place Order/ New Invoice For walk- in customer Select: Product Type : <Quantity> Type : <Customer Information> 4. Type: : <Invoice Number> 5. Select: <Status> 6. Select: <Payment Mode> 7. Click: Create Invoice button

New Invoice (select a product) Click: Add button

Invoice created (success) You may View/Print/Download invoice.

Invoice (View)

Invoice (email)

Manage Invoice

Manage Invoice (1)

Invoice ( downloaded pdf )

Track Your Sales

Add New Supplier/Vendor

View Supplier/Vendor

New Purchase Receipt

Purchase Receipt (Select existing vendor)

Recurring Sales

Recurring Sales  Entering the same transactions manually on a regular basis. The same screen as a normal Sale, only it has an extra section called the Recurring Schedule. A service company and have a regular service that bill to customer. Example : Hosting Service, Rental Fee

Add New User/ Employee At Settings Menu: Select: Manage Employee Type: <Employee Details> Then Click on Add button to save. Three Job Level are available such as Sales Team, Manager and Owner. (refer next slide )

Add New User < Permissions and Job Level >

Permissions and Job Level

Damaged Stock (Create New Receipt)

Damaged Stock (Print Receipt)

Advantages Auto generate Invoice Number Purchase multiple products in single invoice

The End