Documentation
Access all features available in the "Basic" plan, plus advanced inventory tracking.
Getting Started
Quick Setup
Dashboard
The Dashboard provides at-a-glance insights into your business.
Summary Cards
Filters & Charts
- • Date Range: Today, Last 7 Days, This Month, Custom
- • Shop: Filter by specific store location
- • Sales Trend: Line chart showing daily sales
- • Revenue by Category: Breakdown of sales by product category
Products
Viewing Products
Navigate to Products to manage your catalog. You can search by name/SKU, filter by category, or sort by price.
Adding a New Product
- 1Click Add Product button
- 2Fill in details: Name (required), SKU, Category, Brand, Unit, Shop
- 3Set Pricing: Buying Price, Retail Price, Wholesale Price
- 4Set Stock: Initial Quantity, Alert Quantity
- 5Click Save Product
Editing Products
Find product → Click ⋮ menu → Edit. Modify details and save.
Stock Adjustments
Click ⋮ menu → Adjust Stock. Enter adjustment amount (positive to add, negative to remove) and reason.
Sales & POS
The heart of CetaPOS. Our point-of-sale interface is designed for speed.
Sales List
Filter by date, status, or type. Search by order number.
Creating a New Sale
- 1Add Products: Scan barcode or search. Adjust quantity in cart.
- 2Select Customer: Choose existing or Walk-in. Add new if needed.
- 3Set Sale Type: Retail (Standard) or Wholesale.
- 4Payment: Select method (Cash, MoMo, Card, etc.).
- 5Click Complete Sale.
Draft Sales
Add items to cart and click "Save as Draft". Access later from Sales → Drafts.
Processing Returns
Find sale → Click ⋮ → Process Return. Select items. Stock restores automatically.
Inventory
Keep track of stock movements, adjustments, and audits.
Stock Overview
View all products with stock levels. Filter by status (Low, Out, In Stock).
Stock Receiving
- 1Go to Inventory → Receive Stock
- 2Select Supplier (optional)
- 3Add products, quantities, and cost prices
- 4Submit to update inventory
Products with quantity below alert threshold appear in Dashboard low stock widget and Inventory filters.
Purchases
Purchase Orders
- 1. Go to Purchases → New Purchase
- 2. Select Supplier
- 3. Add products, quantities, costs
- 4. Submit order
Receiving & Returns
- • Receive: Find order, mark items as received to update stock.
- • Return: Find purchase, click Process Return, select items.
Customers
CRM capabilities built right in.
Customer Management
- • Search by name or phone
- • View purchase history and credit balances
- • Track loyalty points
Adding Customers
Click Add Customer. Enter Name (required), Phone, Email, Address. Save.
Customer Credit
View outstanding balances, record payments, and set credit limits on the customer profile.
Suppliers
Management
- • Store contact information
- • Track supply history
- • Monitor payments and balances
Payments
- 1. Find Supplier
- 2. Click Add Payment
- 3. Enter amount and details
- 4. Confirm payment
Analytics & Reports
Sales Report
Navigate to Reports → Sales Report for comprehensive analytics.
Activity Logs
Track user actions (sales, edits, deletes) and login history. Filter by user or action type.
Expenses
Add expense entries, categorize them, and view monthly expense totals.
Settings
Business Settings
Configure Business Name, Logo, Contact Info, Currency, and Tax rates.
User Management
Add users with Role assignments. Edit or deactivate existing users.
Shops & Branches
Add multiple shop locations. Assign products and users to specific shops.
Organization
Manage Product Categories, Brands, and Measurement Units.