Documents

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Main Dashboard

Main Dashboard** Each Application (displayed by icons) addresses a distinct aspect of business operations,  such as sales, inventory management, accounting, human resources, manufacturing, and many more.  * Users can configure Applications based on their specific business needs. * Functional icons in the top-right corner will appear depending on which apps are installed: * Each Application (displayed by icons) addresses a distinct aspect of business operations,  such as sales, inventory management, accounting, human resources, manufacturing, and many more.  * Users can configure Applications based on their specific business needs. * Functional icons in the top-right corner will appear depending on which apps are installed: * The bubble icon is used for conversations. The counter shows

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PAULA SECTION 1

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POS creation

To create a POS session navigate *POS app > Configuration > Point of Sale*: Here we can see the list of existing Points of Sale and can also create a new one by clicking on “*Create*” button. The creation form will be opened. Check how to configure Point of Sale in the chapter “Pos session settings”. If we need to *edit* the settings of existing POS session > just click on the respective POS session from the list or access the drop-down menu from the POS at the Dashboard: *PoS app > Dashboard > open drop-down menu > Settings* This will open the page with the configurations of PoS. Important! Some fields in the POS session settings can be modified only when the respective POS session is closed.

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User Profile

To reach User Profile menu: click on the user’s name and see the drop-down menu below, click at * * *"My Profile"* item: * * The user's form will be opened, and multiple fields can be modified: * Preferences Tab ** By default, the Preferences tab will be opened as soon as we click “My Profile”, let’s check the most useful fields: *Notification field* - configure which way to receive the notifications (recommended: "by Emails"). *Email field* - Configure the email for corresponding and notifications. To change *Language* - click the globe icon next to the Language option, then search for the preferred language. *Timezone field* - choose according to the current location or work schedule. *Email signature field* - allows users to create and customize a signature block automatically append