Quick Guide
How to start using SmartOn Step by Step?
2. Set up employee permissions;
3. Create employee user account;
8. Create Article Subcategories;
10. Change Article Category/SubCategory
12. How to add app to phone Display?
| 1. How to create an employee |
1. To find Employees:
1.1. Go to ;
1.2. Then- ;
Now you can see the employee list:
2. Click on
Now you can see a dialog table:
3. Enter the first and last names
4. Click on
| 2. How to set up employee permissions? |
Now you should set up employee permissions in order to create and close orders, see all products, customers and ect.
To find Employee Permissions:
1. Choose an employee
Now you can see your employee Information:
2. Click on
Now you can see the employee permissions:
Switch on these permissions for the employee:
| Switch on ( | Check ( |
| Article | Nothing (only "view" permission) |
| Reservations | All |
| Customer | Display Edit |
| Employee | Nothing (only "view" permission) |
| Material | Nothing (only "view" permission) |
| Notification | Nothing (only "view" permission) |
| Event | Remove, Master |
| Order | All |
| Order proposal | All |
| Parameter | Nothing (only "view" permission) |
| Permission | Nothing (only "view" permission) |
| Product | |
| System options | Nothing (only "view" permission) |
| Tag | Nothing (only "view" permission) |
| 3. How to create an employee ID? |
1. Choose an employee
Now you can see employee information:
2. Find the user account table at top right side:
3. Click on
Now you can see fields for a username and a password:
4. Enter a username (only numbers) and a password (only numbers)
5. Click on
| 4. How to log in to POS? |
1. Go to POS
Now you can see the login table:
2. Enter the username, password and click
| 5. How to create VAT? |
1. Go to Accounting:
1.1. Click on ;
1.2. Then- ;
Now you can see the company settings
2. Click on
Now you can see the list of Vat
3. Click on
Now you can see a dialog table:
4. Enter a Vat name, percentage and click
| 6. How to create article types? |
1. Go to Technology:
1.1. Go to- ;
1.2. Then-;
Now you can see the article list:
2. Click on (you can find it at the top left side
)
Now you can see the article type list:
3. Click on
Now you can see the dialog table:
4. Enter a name, add devices (optional) and click
Now you can see it in the article type list:
| 7. How to create article categories? |
1. Go to Technology:
1.1. Click on ;
1.2. Then ;
Now you can see the article category list:
| Button | What does it indicate? |
| The category can be used | |
| The category is seen by everyone |
2. Click on:
Now you can see the dialog table
3. Enter a name and click
Now you can see the new article category
Here you can see, create () and add (
) articles
| 8. How to create article subcategories? |
The article subcategories are created the same way as categories, but with a chosen parent category.
1. To create new Article Subcategory, click on:
Now you can see a dialog table:
2. Enter a name and choose a parent category;
Now you can see the category and subcategory
| 9. How to create an article? |
1.Go to a category
2. Click on
2. Enter an article name, choose a type and click
To be able to see the new article, you need to confirm it.
3. Click
Now you can see the article in the category:
4. Click on
Here you can add information, price and photos about the article
| 10. How to change the article category? |
1. Go to "Technology":
1.1. Click on ;
1.2. Then-;
Now you can see the article list:
2. Choose an article
Now you can see the article options:
3. Click on Categories
Now you can see the article categories
4. Unconfirm the article - Click on
5. Click on
Now you can see all article categories:
6. Check a category or subcategory
7. Confirm the article - click on
| 11. How to create a customer? |
1. To find Customers:
1.1. Click on;
1.2. Then- ;
Now you can see the customer list:
2. Click on
Now you can see the dialog table:
3. Enter a Customer's name and click
Now you can see Customer Options:
Here you can add information about the Customer.
| Button | What does it indicate? |
| The customer is a debtor | |
| The customer requires strict quality control | |
| The customer pays in advance |
| 12. How to add the SmartOn app to a phone display? |