ERP & Retail 360 is the version of Upcycle for retail shops, chains and trading companies. Its side menu is the business itself: selling, buying and stock. The tools made for agencies, such as projects and marketing, are hidden.
Steps
- During setup, choose ERP & Retail 360 on the industry step and continue.
- You land on Home. Answer the first question, What kind of business is this?: choose the Business type (Retail shops & chains or General trading company), the Country, and your Tax registration number if you have one. Click Save.
- Open Stock and add your products under Items, and your shops and stores under Warehouses & branches.
- Back on Home, click Receive or count stock to enter what you have.
- To sell over the counter, click Set up the till, then Open the till and open the shift by counting the cash in the drawer.
Good to know
- The side menu has Home, Point of sale, Sales orders, Purchasing, Manufacturing, Reports and Stock, then Customers, Accounting and Human resources.
- The menu, the VAT rate and the currency follow your answer to the first question. Egypt, Saudi Arabia and the United Arab Emirates are supported.
- Home shows sales today, sales this month and gross margin, and a Waiting on you list: items running low, orders to deliver and purchase orders on their way.
- Sales orders are for customers who buy on account: order, delivery, then invoice. Purchasing covers orders to suppliers, what has arrived, and their bills.
- Manufacturing holds recipes and the production orders that turn components into finished stock. Fixed assets is under Stock.
- The point of sale runs in your browser. If the internet drops, the till shows Offline and you can keep selling. Sales upload by themselves when the connection is back.
- Owners, admins and managers set up items and places and correct stock. Other users can view them.
- The accounting area starts on the Starter plan. See the plans page.