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

2. Multi Device Supports

3. 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 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)

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

5. 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

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

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

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

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

10. 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 )

11. 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

12. Login

13. Dashboard

14. Dashboard

15. Reports & Data ( Sales Reports)

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

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

18. 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

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

20. Sale data (downloaded in Excel file)

21. Bank Transactions (View)

22. Banking <Account List >

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

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

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

26. Monthly Income/ Expenses Report

27. Income & Expenses < Monthly Sales Report>

28. Expense Transactions

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

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

31. New Order/ New Invoice

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

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

34. Added Product Category (success)

35. Edit Product Category

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

37. Product detailed (Sample)

38. 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

39. New Invoice (select a product)
Click: Add button

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

41. Invoice (View)

42. Invoice ( )

43. Manage Invoice

44. Manage Invoice (1)

45. Invoice ( downloaded pdf )

46. Track Your Sales

47. Add New Supplier/Vendor

48. View Supplier/Vendor

49. New Purchase Receipt

50. Purchase Receipt (Select existing vendor)

51. Recurring Sales

52. 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

53. 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 )

54. Add New User < Permissions and Job Level >

55. Permissions and Job Level

56. Damaged Stock (Create New Receipt)

57. Damaged Stock (Print Receipt)

58. Advantages Auto generate Invoice Number
Purchase multiple products in single invoice

59. The End