SenangUrus Business
A step-by-step instructions for using the SenangUrus Business. This manual is designed for new user to easily understand the system and navigate through the core features. Neatly sorted instructions, practical tips, and best practices to help you streamline daily operations and get the most out of SenangUrus.
Getting Started
Business Management
Registering your Business in Senangurus
Registering a new business Follow the steps below to register a new business in the system: S...
Setting Business Multiple Locations or WareHouse or Storefronts
SenangUrus ERP comes with the option to handle multiple business locations or warehouse or Storef...
User Management
Adding User & Assigning Location to a User
Adding users To add a new user , follow the steps given below Go to User Management -> Users ...
Role Management
Adding Roles Every new business comes with some default roles – Admin & Cashier. Admin have...
Using Commission Agent feature
Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commi...
Adding superadmin user
Creating Superadmin user: Login to the server from Cpanel or DirectAdmin or Plesk or Filezilla...
Installation Guide
Contact Management
Customer & Supplier Ledger
To view customer or supplier ledger Go to Contacts -> Supplier/Customer and click on actions...
Adding opening balance & payment
Opening balance: Opening balance is the balance contact (customer or supplier) have at the begin...
Contacts Management (Supplier & Customers)
Adding Suppliers & Customers Goto Contacts -> Suppliers or Customer Click on add new cont...
Advanced balance
Advanced balance(to customers) is the sum of the amount that the business should pay for the cust...
Opening Balance
Opening balance(to customers) is the sum of the amount that the customers have to pay for the bus...
Loyalty Cards
Enabling Reward Points: Before diving into Loyalty Cards, make sure you’ve enabled the reward po...
Customer Groups
(Not available in UltimatePOS-LITE) Customer Groups: With customer Groups, you can classify a c...
Products
Products Management
Adding Products To add a new product to the system, follow the steps below: Step 1: Navigate to...
Import/Export Products
Import Products: Steps: Go to Products -> Import Products Download the template file. Fill ...
Delete Product (Bulk delete)
Deleting Products Deleting of a product will remove the products from the database. NOTE: This ...
Variations
Variations can be added from the Variations menu. These variations are used in variable pro...
Product Units
Different Products have different units. ultimatePOS allows you to add different units for produc...
Product Category (Categorizing products)
Categorizing products helps you to easily manage and filter them in reports. Adding Category & S...
Product stock history
The Product Stock History feature allows you to view detailed records of all stock-related tr...
Product expiry and related settings
Enabling expiry for products 1.To enable expiry go to Settings -> Business Settings -> Product s...
Lot number
(Not available in UltimatePOS-LITE) What is Lot Number? Enabling Lot Number To enable Lot Numb...
Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)
With UltimatePOS we aim to make it “One in All” POS/Stock Management Application. Selling price ...
Product Warranty
Enabling Warranty: To enable warrany in products go to Settings -> Business Settings -> Products...
Printing Labels
ultimatePOS comes with an inbuilt feature to print customised labels for products. You can go to...
Duplicate Product
Duplicate Products helps you to easily create a new product with the same data as another product...
Correcting product stock mis-match or incorrect stock in different reports
Error 1: Mismatch between sold and purchased quantity Error 2: Mismatch in stock shows in Stock-...
Bulk Edit Products
Bulk edit helps you to edit multiple products at once and saves your time. To edit multiple prod...
Rack, Row & Position of product
Opening Stock
To add opening stock: Go to List Products Actions > Add or Edit Opening Stock Editin...
Custom Labels for Products
Custom Labels for Products: 20 custom fields can be added for the product, these custom fields c...
Bulk Price Update
Bulk Price Update The Bulk Price Update feature allows you to update the prices of multiple prod...
Purchases
Purchase Management
Adding Purchase Go to – Purchases -> Add Purchases Type Supplier Name or Business name in the...
Purchase Payments
Purchase payment meaning paying to the supplier for the Purchases. Payments Statuses Paid: Th...
Purchase Invoice
Purchase Invoice: An invoice for purchase can be generated at every purchase. To print a purcha...
Purchase Requisition
What is Purchase Requisition(PR) The purchase requisition is a document that an employee creates...
Purchase Order
What is a Purchase Order? A purchase order is a document given by the buyer (usually you) to the...
Adding Bonus or Free Items given by supplier
Adding Bonus Items or Free items given by Suppliers 2 ways you can do this: Solution 1: When a...
Purchase custom fields
How to Enable Purchase Custom Fields Go to Settings → Business Settings → Label for Purchase...
Stock transfer
Sales / Sell
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales
Interactions points in POS Screen. Selling Products, Changing Product Price, Tax & Discount,...
Tender Change or Change Return
Suppose during POS the total payment amount by a customer is $250, but the customer pays $300 cas...
Using Ultimate POS for Selling of Services
Ultimate POS can be used: Exclusively for Services or Exclusively for Product Selling (tradin...
Sales Order
What is a Sales Order? Sales Order is a document given by the supplier to the buyer against a Pu...
Sales Return
There are 2 ways of adding sales return First way: Edit existing invoice for the sales by going...
Sales Subscriptions
Enabling Subscriptions: To enable subscription, go to Modules -> Check the “Enable Subscriptions...
Featured Products in POS screen
Featured Products for POS screen Adding featured products helps you quickly access some products...
Cash Register
Cash Register gives you an overview of a particular user/cashier session Whenever a cashier ...
Invoice Layout
Invoice Layout helps you to create different invoice formats. To add a new invoice layout: Go...
Displaying QR code in invoice
Steps: Edit an invoice layout Scroll down to the QR code section at the bottom Click Show QR...
Gift Receipt
Gift receipt: A gift receipt shows proof of purchase but leaves out the amount spent. To print a...
Invoice External URL
With invoice external URL you can share the invoice to a customer via a link. With this link, ...
Configuring keyboard shortcuts for POS screen
Configuring keyboard shortcuts for POS screen UltimatePOS supports keyboard shortcuts, by defaul...
Discounts by Brand, Category, Location
Add/Edit Discount: Name: Enter a meaning full name for the discount. Brand: Select the produc...
Reward Points, Royalty points
This feature is available in UltimatePOS 2.15 or higher, released on 7th August, 2019 Enabling r...
Types of Service
Types of service is mostly used in restaurants, it is for example Dine-in, Parcel, Courier, 3rd...
Shipments, Home Delivery or parcel management
Adding a Delivery person option for Shipments While adding shipment details during a sale, the d...
Display product unit price in POS Product suggestion
To display product unit price in POS product suggestion follow the below steps: Go to Business S...
Cash Denomination
What is cash denomination? Cash denominations are usually different cash tender used in your cou...
Proforma Invoice
Proforma Invoice A proforma invoice is an estimated invoice that is used to request payment from...
Import Sale
Import Sale To add bulk sales to the system, you can use this feature. Steps to import sale: G...
Adding Bonus or Free Items at Sale
Adding Bonus or Free Items at Sale: Follow the steps below to add a free item during a sale. ...
Customer Display Screen
Customer Display Screen The Customer Display Screen feature allows customers to view their order...
Increasing Recent Transaction List Limit
Increasing the Recent Transaction Limit in POS Screen You can increase the number of transaction...
Tax Settings
Tax Rates, Tax Groups & Disabling tax
Tax Rates To add new tax go to Settings -> Tax Rates -> Add Add a descriptive name (eg: “VAT@...
Setting Ultimate POS for Indian Users or other Country with GST support
We see a large number of Indian users preferring UltimatePOS, so writing this guide to help them ...
Inline tax & invoice tax
Check this video for the details Printing Inline Tax in Product Line in Invoice I...
Payment Accounts
Enabling & using Payment account or bank account
What is payment accounts in UltimatePOS? Payment accounts are like for example bank account. You...
Setting default payment accounts for payment methods
In Add/Edit business location you can select the default payment account for each payment method....
What is Stock Adjustment? And how to use it?
Reports
Enabling Backups (Backup in Server, AWS S3)
Expense Management
Notifications
Notifications Settings [Email & SMS configuration]
Setting Notification SMS To Send SMS notifications you need to setup SMS configuration details. ...
Setting up Email/SMTP for Forgot password & other email notifications
Setting Email for Forgot Password & Other application-wide emails Email functionality is used in...
Enable or Disable Auto Sending of notifications
Enabling auto-sending of SMS & Email to customer on New Sales: First, setup the Email SMTP and...
Browser/Desktop notification using pusher
Browser notification helps the user to get notified of any notification quickly. Requirement: Y...
Email Notification Settings
Email Setup in Business Settings: Emails to customers/suppliers and users can be sent through Ul...
Internal System Notification
UltimatePOS generates notifications internally for certain activities. The notification icon is ...
Settings
How to Search in Settings?
Settings is overwhelming. There are a lot of options in here. So in SenangUrus ERP we implemented...
Business Settings
Business Settings allows you to set some of the common business-related information. Here you ca...
Setting Invoice Scheme
With SenangUrus ERP you can configure the format for your invoice number. To configure go to...
Adding a new Label or barcode settings
SenangUrus ERP comes with some commonly used barcode configurations for you our-of-box. If your b...
Changing the custom fields labels
To modify the labels of custom fields, go to Settings -> Business Settings -> Custom Labels He...
Changing Application/theme Color
To change Application or Theme color follow the below steps: Go to Settings -> Business Sett...
Hardware Support
Barcode Scanner
How to add Barcode Scanner Adding a barcode scanner is easy & simple. Simply Plug-in the barc...
Label weighing scale
Label weighing scale integration A Label weighing scale generates a barcode based on the configu...
How to setup printer to open cash drawer automatically?
Your cash drawer can be configured to automatically open when you print a receipt for each transa...
Others
Graph/Chart not displaying
Graph/Chart doesn’t work as expected when you don’t follow the installation guide properly. To ma...
Increasing/Decreasing upload documents & images size limit
To change the document size limit open config/constants.php You will find to variables ‘ima...
Logo or Image not Getting displayed
If you’re using UltimatePOS version 2.11.4 do this: https://ultimatefosters.com/ultimate-pos/upda...
White Labeling & Rebranding Ultimate POS
A white label product is a product or service produced by one company (the producer) that other c...
Tips & Tricks for using UltimatePOS effectively.
Improving Browser based Print (Receipts or other) In chrome/firefox before printing, it shows ...
Decimal Precision for Currency & Quantity
Some countries like Bahrain, Kuwait, Tunisia, Oman, etc has 3 decimal currencies. So with this fe...
Adding Favicon, Login & Registration page background image
Adding Favicon To change the Favicon.ico image go to /public folder and replace the favicon.ico...
Export Feature
Export Feature in UltimatePOS Ultimate POS allows you to export your data into either Excel, CSV...
Login Session Time
Increasing the login session time: Follow the file path below to increase the login session time...
Issue: Product not shown on view
Sometimes, you may encounter an issue where the “List Products > View” function does not work.Thi...
Solution for Sell Delete Not Working Issue
Error: Deleting Sale Not Working, shows “Something Went Wrong Please Try again Later” Issue: So...
Adding/Modifying Currency in ultimatepos
With UltimatePOS we have tried to include many currencies inbuilt in the system. But we have miss...