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Get started with Sapera | Cloud Retail Systems
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Get started with Sapera
Get started with Sapera
Understand Sapera
What is Sapera?
How Sapera fits together — Shop Manager and Point of Sale
Chain, store and accounts — why there are several levels
Finding your way around — menu, search and reports
Where do I get help?
The Sapera glossary
What is a sales order?
What is an invoice (and a credit note)?
What is a quote?
What is a purchase order and a goods receipt?
What is a purchase invoice?
What is the digital inbox?
Draft vs. posted — what is the difference?
What is inventory management in Sapera?
What is a serial-number item?
Gift cards and credit notes for customers
Subscriptions and rental agreements
Prepare your solution
Your setup checklist (start here)
The chart of accounts — the foundation of the entire accounts
Finance setup — what must be in place before you post
Product register setup — why categories control everything
Inventory method — choose before you start
Customers and suppliers — registers and categories
Prices and discounts — sales price types and discount register
Users and access — who may do what
Integrations — webshop, payment and bank
Your role day to day
Your first day at Point of Sale
Your first week in Shop Manager
Ongoing accounting tasks
Stay up to date
POS (quickguides)
Overview of the Pos screen
Creating a sale
Returning a sale
Reviewing the sales history
Conversion to invoice
Retrieve from sales order
Applying a discount
End-of-day closing
Sales order (quickguides)
Creating sales orders
Invoicing from a sales order
Pay directly from a sales order
Standard printouts for sales orders
Invoice (quickguides)
Creating an invoice
Creating an invoice from a sales order
Handling EAN invoices
Products (quickguides)
Creating a product
Product setup
Overview of product catalogue setup
Stock management on the individual product
Serial number item (quickguides)
Getting started with serial number items
Discount catalog / sales price types (quickguides)
Sales price types
Inventory journal (quickguides)
Working with stock journals and stock status
General (quickguides)
Navigation and search
Login and access
Quick filters and lists
Purchase order / purchase receipt (quickguides)
Creating a purchase order
Creating receipts
Cancelling a purchase order or receipt
Register a receipt to stock
Purchase invoice (quickguides)
Creating a purchase invoice
Create a purchase invoice from a receipt
Attach a document to a purchase invoice
Label journal (quickguides)
Creating label journals & printing
Customers (quickguides)
Creating a business customer
Creating a private customer
Customer setup
Customer categories
Supplier (quickguides)
Creating a supplier category
Creating a supplier
Financial (quickguides)
Getting started with Finance
