Quick reference
The tasks you will do most
| I want to… | Go to |
|---|---|
| Sell something at the counter | Point of Sale |
| Invoice a business customer | Sales → Add sale |
| Give a price without selling | Sales → Quotations |
| Take goods back from a customer | Sales → Returns |
| Record stock arriving | Purchases → Add purchase |
| See what to order this week | Purchases → Replenish |
| Fix a wrong stock count | Inventory → Stock adjustments |
| Record who owes me money | Deyn Book |
| Chase a debt on WhatsApp | Deyn Book, then the WhatsApp icon on the row |
| Record rent or electricity | Expenses |
| Pay a supplier's bill | Accounting → Payments |
| Pay staff | Employees → Payroll, then Payments |
| See today's takings | Dashboard |
| Produce a profit figure | Reports → Report Centre |
| Add a new member of staff | Settings → Staff |
| Put my logo on receipts | Settings → Branding |
| Switch an app on | Settings → Apps |
| See where a lorry is | Track → Live map |
| Count the shelf and fix the figures | Inventory → Adjustments → Set the counted quantity |
| Bill this month's rent | Property → Tenancies → Bill now |
| Read the water meters | Property → Read meters (on a phone) |
| Open my online shop | Online Store → Settings |
| Follow an online order to the door | Online Store → Orders |
| Build a course | eLearning → Courses |
| See which trucks may leave today | Fleet → Compliance → Road-ready |
| Close a pump attendant's shift | Fuel Station → Today |
| See what I owe suppliers | Contacts → Suppliers or Deyn Book → I owe |