Quick Guide

How to start using SmartOn Step by Step?


1. Create an employee;

2. Set up employee permissions;

3. Create employee user account;

4. Sign in to POS;

5. Create Vat;

6. Create Article Types;

7. Create Article Categories;

8. Create Article Subcategories;

9. Create an Article

10. Change Article Category/SubCategory

11.Create a Customer

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  () permission to viewCheck () permission to edit
ArticleNothing (only "view" permission)
ReservationsAll
CustomerDisplay
Edit
EmployeeNothing (only "view" permission)
MaterialNothing (only "view" permission)
NotificationNothing (only "view" permission)
EventRemove, Master
OrderAll
Order proposalAll
ParameterNothing (only "view" permission)
PermissionNothing (only "view" permission)
Product
System options
Nothing (only "view" permission)
TagNothing (only "view" permission)



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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


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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


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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


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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:


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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:


ButtonWhat 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

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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


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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


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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

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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.


ButtonWhat does it indicate?
The customer is a debtor
The customer requires strict quality control
The customer pays in advance


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12. How to add the SmartOn app to a phone display?

1. you can download the app from app store for apple products link or you can download on android in google play store link

2. you can create app from the google chrome application