Shagaly Cloud ERP Knowledge Base

1. SaaS Onboarding & Subscription Management

Learn how to complete initial account registration and manage multi-tenant SaaS subscriptions.

1.1 Business Registration

1. Navigate to the portal URL and click Register Business.
2. Enter your Business Name, Country, Currency, and Timezone.
3. Set up the primary Admin Account credentials.
4. Select your subscription plan (Monthly/Annual) and complete checkout.

2. Business & Multi-Store Configuration

Ultimate POS supports managing multiple business locations or storefronts from a single account.

2.1 Setting Up Locations & Warehouses

• Go to Settings → Business Locations.
• Click Add Location and fill in location name, address, and invoice scheme.
• Assign distinct custom invoice formats and tax rules per storefront.

3. Roles & Staff Permissions

Assign fine-grained access rules to keep financial data secure across cashiers, stock managers, and accountants.

4. Product & Stock Management

Manage single items, variable products (size/color), and combo items with auto-calculating selling prices.

4.1 Variable Products & Templates

1. Navigate to Products → Add Product.
2. Select Variable as the Product Type.
3. Choose a pre-defined Variation Template (e.g., Size-Color).
4. Specify purchase price and profit margin % for each variation combination.

4.2 Barcode Sticker Printing

Go to Products → Print Labels, select items and quantities, pick a sticker layout preset (20/sheet, continuous roll), and click Print.

5. Purchases & Supplier Management

Track purchase orders, incoming supplier inventory, and account payables.

• Received Status: Instantly adds quantity to the assigned location's inventory.
• Pending / Ordered: Keeps record without updating physical inventory levels until marked received.

6. POS Terminal Operations

An Ajax-powered screen designed for speed and rapid customer checkouts.

6.1 Standard Checkout Steps

1. Open POS Terminal & verify Cash Register Session.
2. Scan barcode or select product tiles from grid.
3. Click Multiple Pay to split across Cash, Credit Card, or Store Credit.
4. Complete checkout and automatically print receipt.

7. Restaurant & Service Center Add-ons

7.1 Restaurant Operations (KOT & Tables)

Assign orders to physical table zones and waiter staff. Submitting an order sends a Kitchen Order Ticket (KOT) directly to thermal kitchen printers.

7.2 Service & Repair Tracking

Create job sheets, update repair statuses (Pending, In-Progress, Delivered), and invoice service labor alongside spare parts.

8. Thermal Printers & Barcode Scanners

9. Frequently Asked Questions & Troubleshooting