Category entry

Configuring Retail User
Settings Users Select Users Select whether a new user is added Click on (+) if a new user should be added or click on the existing one to edit da...
Thu, 14 Nov, 2024 at 3:31 PM
Products - change
1. Obtaining importing table Go to Settings/Data import Then, click on Products - adjustments to obtain the importing file 2. Fi...
Wed, 28 Aug, 2024 at 3:16 PM
Adding categories
1. In Settings/Your company - select the feature for adding categories to products  Tick the "Category" for Additional fields - product ...
Thu, 14 Nov, 2024 at 3:45 PM
Importing data (products, price lists, partners, categories)
Select Settings and click on "Data import"  The import of values into the register proceeds in the following sequence:   Click on the...
Fri, 15 Nov, 2024 at 1:35 PM
Setting up e-mail server
An option to enter your server for sending e-mails is added. The steps are the following: : select “Settings” and “Connections”, under “Select a connect...
Fri, 15 Nov, 2024 at 2:52 PM
Adding a customer
1. Settings - Select Users 2. List of customers - Select adding a new customer 3. Adding customer data Add data for the new user. Mandatory ...
Thu, 26 Sep, 2024 at 3:54 PM
Adding a register
In register, values of drop-down menus can be edited/added: - CRM activity - Customer status - CRM - Sales channel  - CRM - Profit center - Payment typ...
Thu, 29 Aug, 2024 at 8:44 AM
Print an invoice after saving (Retail)
By activating this option, the retail invoices will be printed immediately after saving them (selection of payment type) In case of having the &...
Fri, 15 Nov, 2024 at 2:55 PM
Saving text template as content of an e-mail - sending documents from Metakocka
1. Settings/Your company - Save the e-mail template Enable this option in Settings/Your company, as displayed below 2. Save changes ...
Fri, 15 Nov, 2024 at 2:58 PM
Importing invoices with products/Prepaid invoices with products
1. Settings/Data import Select Invoices with products in the Settings Open the Excel file which was downloaded to your computer. Fill in the d...
Fri, 15 Nov, 2024 at 3:36 PM