Manage Sales, Purchases and Inventory Using Free Software

Create a four-level inventory hierarchy (class, category, subcategory, and item) and add items at the fourth level, attaching JPG images in the software.

Utilize a map interface to geolocate clients and suppliers, perform spatial analysis for delivery optimization and coverage insights, and implement a multi-provider, local caching strategy with OpenStreetMap.

Configure API keys for background maps from OpenStreetMap, Thunder Forest, and Stadia Maps, enable auto caching of tiles to local storage, and understand free tile limits and provider switching.

Modify or delete items in a purchase by selecting the item, editing price and comments, and updating both item and main windows; learn to record credit notes for returns.

Set up price lists before adding customers and assign one to each customer. Create, deactivate, rename, or delete price lists, and choose whether to include them in the item catalog.

Create a customer by opening the map and entering name, address, country, city, and price list, then save to add the entry to the grid.

Create salespeople and assign them to zones, set login credentials, and grant or restrict purchasing agent access to suppliers and purchase registration, ensuring zone-based portfolios and clear access control.

Record sales by selecting items, entering quantities, and saving new sales invoices, while tracking stock, adding item and general comments, and printing or configuring invoices.

Select an item to delete or adjust its price and quantity, then click edit to save updates in both windows; add comments for items or the sale.

Record a client credit note by selecting the sale document, choosing items to return, entering quantities, and clicking return; view and print the credit note with a customizable format.

record supplier credit notes by selecting the purchase invoice, deleting items to return, and optionally printing or using the credit note designer to modify the format.

Create cash and bank transfer payment methods, edit their names, assign images, and set the initial balance to reconcile accounts, enabling payment recording in the purchases module.

Track purchase invoices and payments by applying payments to one or more invoices, using bank transfer, cash, or advanced offset, and review paid versus outstanding balances.

Register an advance payment to a supplier and apply it to selected invoices. The system deducts $87, moves invoices to paid, and leaves $12.60 for future use.

Record customer payments by entering amounts and choosing a method, moving bills from pending to paid; view all payments per bill and edit method or date as needed.

Record advance payments to customers by selecting a date, checking the prepayment box, entering the amount, and saving; then apply the advance to a sale and view the payment comments.

Visualize customer and supplier debt on interactive map with bubbles sized by amount owed; hover for contact details, and grid zoom locates, with depth report of invoices, payments, and balances.

Access customer and supplier ledgers from payments window, apply date range and salesperson filters, and view invoices, payments, and balances by customer or by invoice, including unapplied and applied advances.

Learn to set up the buy sell app, download customers, suppliers, items, price lists, and sale rules from the sql server for offline work, and record sales and purchases.

Register customers and suppliers in the mobile app by tapping new, automatically capturing GPS coordinates and addresses, entering names and details, adding a photo, selecting a price list, and saving.

Tap new to add an item, enter its name, attach a photo, and save; edit mobile-created items before synchronizing to desktop, and view items in the app.

Record purchases in the mobile app by selecting a supplier and item, entering quantity and price, then saving; view, edit, or delete items and edit supplier profiles.

Record sales in the mobile app by selecting a customer and item, entering quantity and price, and saving; tap airplane icon to navigate routes and use Google Maps or WhatsApp.

Synchronize mobile app records with the desktop database by verifying counts, refreshing sync states, and importing items, customers, suppliers, purchases, and sales into the production system.

Review and confirm synced mobile data in the desktop software to integrate suppliers, customers, items by class, category, and subcategory, purchases, sales, payments, and collections into production environment.

Register and log in to shop, add items, checkout with bank transfer or PayPal, upload payment proof, view the invoice, and track orders; admins synchronize, verify payments, and update statuses.

Deploy a web app with Internet Information Services (IIS): add a website, name it, point to the ValueOrdersWeb folder, configure the port, set permissions for Everyone if needed, and browse.

Assign a price to the selected item and ensure a linked price list for the web app, then configure the image path and default country, province, and city.

Access credentials management window in the admin panel using admin password (capital A) for testing, then update username, password, recovery key, and email to log in to the online store.