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Serial-number items (guides)

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Financial

Accounting

Chart of accounts

Chart of accounts Account groups

Actions (chart of accounts)

Report VAT (manually)Manage budget

Chart of accounts - more menu

View default chart of accounts Add default accounts

Chart of accounts printouts

Chart of accounts printout Balance VAT statement VAT balance Regnskabsbasis VAT reporting

Posting journals

Posting journals Posting journal Importing opening balances using a conversion account Recurring postings

Journal entry printouts

Entries Journal entries (printout)Posting archive - postings (printout)Postings across multiple accounts (printout)

Posting archive

Entry archive Entry archive - entries

Year-end closing

Year-end Closings

Year-end closing printouts

Year-end closing entries

Bank reconciliation

Bank reconciliation

Bank reconciliation printouts

Journal entries (bank reconciliation)

Reminders

Reminder overview

Reminder printouts

Reminder letter

VAT reporting

VAT reporting - automatic

Outgoing bank payments

Outgoing bank payments

Dashboard printouts

Revenue dashboard Revenue dashboard (simple)Revenue dashboard (timeline)Stock dashboard (timeline)Creditor/debitor dashboard (timeline)

Annual routines

Annual stock count and inventory reconciliation Year-end closing

Purchasing

Purchase suggestion - min/max

Purchase orders

Purchase orders

Purchase order printouts

Purchase order (printout)Purchase order list (printout)Backorder list (printout)

Receipts

Receipt printouts

Goods receipt (delivery note)List of goods receipts

Purchase invoices

Purchase Invoices Approval flow for purchase invoices

Purchase invoice printouts

Purchase invoice List of purchase invoices

Incoming EAN

Digital inbox

Sales

Invoices

Invoice printouts

Invoice (printout)Invoice - light (printout)

Sales orders

Sales orders Click & Collect Shipments Serial-numbered item not in stock: sale, return and buy-back Part sale – sell a part from a serial-number product Claims on sales orders – link the supplier's credit note

Sales orders - more menu

Open sales orders in Google Maps Mass invoice

Sales order printouts

Sales order (printout)Sales order - light (printout)Sales order receipt (printout)Sales orders - hours (printout)Tasks (printout)

Subscriptions

Customer contracts (subscriptions)

New / edit customer contract (subscription)Customer subscriptions

Subscriptions - menu

New / edit subscription

Subscription printouts

Customer subscription

Rental agreements

Rental contracts

Rental agreements - menu

New / edit rental contract

Customer contracts (rental agreements)

Customer contracts New / edit customer contract (rental contract)

Rental agreement printouts

Customer rental contract

Quotes

Quote printouts

Quote (printout)Quote - light (printout)

Bank payouts

EAN invoices

Subscription archive

Subscription archive

Payment links

Expedition printouts

Delivery note (shipment)Delivery note light (shipment)

Information form printouts

Information form

Documents

Calendar / Communication

Tasks

Calendar

Calendar (Task planner)My day (Financial)

Emails

SMS messages

Service call-ins

Service callouts

Email queue

Product

Products

Product settings Products New / edit product Web settings Related products Product - web and SEO fields Merge products

Product printouts

Complaints Hourly statistics Stock value Sales prices (report)Purchases Sales hit list Reservations Product location Revenue detailed Stock value compared to posted Stock journal Quick barcodes Labels 52x30 mm Serial number item card Serial number items Product sales history Reservation Service card Specification Serial number items in stock

Serial number items

Serial-number items Economy overview for a serial-number product (machine economy)

Label journals

Inventory journals

Inventory journal

Stock journal entries

Inventory journal - more menu

Add products to a stock journal Add reservations

Inventory journal - type Write-down

Stock journal - write-down type

Inventory journal printouts

Stock journal entries

Internal transfer journal

Internal transfer draft

Internal transfer archive

Internal transfer archive

Documents with reservations

Vouchers with reservations

Inventory archive

Gift cards & store credit

Gift cards

Gift card printouts

Gift card list (printout)Gift card (print)

Gift card types

Gift card types

Credit notes

Credit note printouts

Credit note list (printout)

Security

Users

Groups

Groups Managing memberships

Login security

Login security Login options Entity explorer

Permissions

Access management in Sapera (overview)Users and passwords (permissions)Organizational units (permissions)Memberships (permissions)Application and service permissions Login security (permissions)UI permissions Security — menu visibility (permissions)Accounting (permissions)Permissions in the POS Actors (permissions)Documents and notes (permissions)Reports (permissions)Tasks and calendar (permissions)Inventory (permissions)Sales, purchasing and invoicing (permissions)Communication, payments and setup (permissions)

Actor library

Customers

Customers Edit customer Deactivate or archive a customer Create a customer category Settlement Customer setup

Customer printouts

Debtor balance Customer specification Open entries (invoice)Cash customer payments

Suppliers

Suppliers Vendor setup

Supplier printouts

Creditor balance Open entries (purchase invoice)Specification

Org. units

Contact persons

Contact persons

Actor library printouts

Accounts payable balance Accounts receivable balance Customers (list)Account statement (customer)Specification - Customer (light)Specification - Customers Open entries (customer)Open entries (light)Customer label Supplier specification Specification - Suppliers Open entries (supplier)Open entries (invoice)Open entries (purchase invoice)Cash customer payments

Setup

VAT types Customer categories Payment terms Discounts Financial periods (fiscal years)Open/close financial periods Sales price types Vendor categories Exchange rates Currencies Financial setup Payment options Payout options Card Issuers Action codes Accounting/Integration Catalogs Service types Bank setup Loyalty programs Discount limits Number series Reminder run setup Shop settings Activity log Task types Task statuses Order types Custom fields (Scheduling)Order line states Standard texts Cost of goods (recalculation)Document types Actor file types Payment link setup Shipping methods Background tasks Sales order types Create a new sales price type How to partially invoice a sales order

Product catalog setup

Product categories Search tags Warehouses Search types Inventory setup Product document file types Product locations Product fields Product templates Warehouses (stock setup groups)Shadow product catalog Option sets Gazelle connections Blocked cost price adjustments All stock transfer lines Installment plans (serial number items)Cost-price adjustments

Discounts

New / edit discount

Actor setup

Actor division levels Actor setup Layout groups Layouts in the Actor Library Roles in the Actor Library Groups (Actor Library)Relation types Relation roles Address types

Settings

UI Settings

User Preferences Actor preferences UI Settings Address Preferences

JIRA integration

JIRA integration

General

General settings

SaperaMobile

SaperaMobile settings

WebShop

Sync WebShop settings

Scheduling

Task planner Scheduling settings

Communication

SMTP server Reset password Incoming E-mail message Communication settings

Point of Sales

Reports (Pos emails)The Agent application Cash register sale Settlement (cash count)POS user interface Android Native PDF printing Exchange labels Revenue budget Point of Sales Supplier purchase order export Barcode scanner FI advice posting journal (Financial)Verifone P400 Terminal - General Verifone payment terminal - General Nets Payment Terminal - Log Nets payment terminal - General Nets payment terminal - Host Nets Payment Terminal - Message Router Nets Payment Terminal - Device

Agent application

Receipt printer Verifone P400 terminal Verifone payment terminal (older models)Nets payment terminal MobilePay Vipps E-Payment Flatpay Stripe Worldline Softpay payments

Accounting

MobilePay Interest calculation Accounting settings Bank import

Inventory

Product settings Label settings Stock settings Settings for service reminders Inventory module settings

Financial

General settings for Financial Report settings (Shop Manager)ePay Sales order settings Settings for invoices Purchase order settings Settings for deliveries Settings for purchase invoices Settings for EAN invoices Settings for gift cards Settings for loyalty points Outgoing payments Payment links Shipment labels (Shipmondo)Subscriptions Communication (Shop Manager)Tasks and My Day Time tracking Signature invitation Settings for questionnaires Settings for time tracking Settings for quotes

Reports

Report settings Logistical Printes Settings

Guides

Video library Getting started - What do you need to know as a customer?Using quick filters Creating a user Approval of service inspections Creating an invoice and paying it Order receipt purchase invoice How to search in lists

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 Reset your password from the login screen AI assistant in Financial (Sapera Assistant)

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

CRS Agent (guides)

CRS Agent – Restart agent CRS Agent - Select agent CRS Agent - Download agent CRS Agent - Printer setup CRS Agent - the agent icon menu Agents and local agent profiles

Product (guides)

Setting up product variants One or more warehouses?Editing an item Item types

Financial (guides)

Purchasing a serial number item via sales order or invoice Automatic reading of supplier invoices

Pos (guides)

Setting up tabs for the Pos page Setting up the Pos layout How do I make a return sale in Sapera?Cash register reconciliation

WebShop (guides)

Sapera integration to Woo Webshop Return an order WooCommerce integration: what data is exchanged Shopify integration: getting started

Security (guides)

Login Change password

Accounting (guides)

Accounting - Finance setup Accounting - Creating accounts Accounting - Finance periods Accounting - Open/Close finance periods Accounting - Creating posting journals Accounting - Creating VAT types Accounting - Setting up automatic posting Accounting - Setting up automatic inventory posting Accounting - Creating payment terms Accounting - Creating a supplier category Accounting - Creating a customer category Accounting - Card issuers Accounting - Year-end closing runs Accounting - Printing turnover Accounting - Uploading accounting vouchers Two ways to post inventory: cost of goods on the balance sheet, or everything in operations How to handle a credit note from a supplier

Hotkeys (guides)

Hotkeys - Invoice Hotkeys - Purchase invoice Hotkeys - General Hotkeys - Accounting journals Hotkeys - Sales order Hotkeys - Quote

Sapera service (guides)

Sapera service for our customers

Vipps MobilePay POS (guides)

Getting started with Vipps MobilePay POS Vipps MobilePay setup

Work cards (guides)

Work card with item Payment and printing of work card

File import (guides)

Importing MS Excel price files

POS (guides)

Using discounts Generate exchange tags on a sale Partial payment Deposit to customer account Transfer sale to invoice Park and resume a transaction Returning items for a customer Selling and redeeming gift cards Payout at the Pos

Serial-number items (guides)

Sold service: make repairs free for the customer Find serial-number items with the "With sales order" filter and send reminders

Integrations

Vipps MobilePay integration Microsoft Business Central Integration Billwerk account Webshop categories Woo synchronization actions Sales order status (WooCommerce orders)Danish Motor Register (DMR): fetch vehicle data to serial-number products

SyncTool

SyncTool SyncTool – actions Action: Bosch eBike Connect (Gazelle) — catalog, sell-out and stock Action: Products Action: Product categories Action: Serial-numbered items (product instances)Action: Product locations Action: Product suppliers Action: Composed products Action: Related products Action: Barcodes Action: Search tags Action: WebShop categories Action: Product supplier cost price from HQ Action: Stock count to stock draft Action: Non-stock entries (services)Action: Restock Action: Breakdown of composed products Action: Move entries to new location Action: VAT types Action: Payment terms Action: Chart of accounts Action: Account budget Action: Financial draft entries Action: Financial appendix attachments Action: Creditor categories Action: Debtor categories Action: Discounts Action: Gift cards Action: Refund coupons Action: Invoices and invoice lines Action: Sales orders and order lines Action: Actors Action: Customers (debtors)Action: Suppliers (creditors)Action: Users Action: Communication workflow types Action: Subscriptions Action: Create sales order from purchase order Action: Gift card settlement Action: Internal transfer settlement Action: FTP/SFTP upload and download Action: SharePoint export Action: Send e-mail Action: SQL — run and export Action: Run external program Action: Download mail attachments Action: Refresh token Action: Sapera command Action: Import from digital inbox Action: Price tags to Breece Action: Health check sync Action: Permissions sync Action: License billing sync Action: Power BI — setup and sync Action: AI price optimizer Action: AI restock optimizer How to use SyncTool Standard parameters for all actions How to attach the same image to several products Mass changes Edit prices (price grid)Clean-up Action: Danløn Action: DMR import

Pos

New expedition

Menu / buttons (POS)

End-of-day closing

End-of-day printouts

Day-end closing

POS printouts

Audit log (printout)End-of-day (printout)Invoice / receipt (printout)Simplified invoice / receipt slip (printout)Exchange labels (printout)MobilePay QR code (printout)

POS setup

Tabs Managing registers Pos layout Actor Library (customers and suppliers)Receipt – setting up logo and store info POS certificates SAF-T cash register data – export Dashboards Dashboard setup

Miscellaneous

Glossary Data health check Print tags

General user interface dialogs

Print dialog Voucher dialog Notes Attachments Quick filters

API

Application Builder

Cases – submit change requests to Sapera Features Templates in Sapera Application notes Translated texts Languages – manage active languages in the system

Release notes

Sapera - July 2025 Sapera - October 2023 Sapera - May 2023 Sapera - April 2023 Sapera - First half of 2020 (January–June)Sapera - Second half of 2020 (July–December)Sapera - First half of 2021 (January–June)Sapera - Second half of 2021 (July–December)Sapera - First half of 2022 (January–June)Sapera - Second half of 2022 (July–December)Sapera - First half of 2023 (January–June)Sapera - Second half of 2023 (July–December)Sapera - First half of 2024 (January–June)Sapera - Second half of 2024 (July–December)Sapera - First half of 2025 (January–June)Sapera - Second half of 2025 (July–December)Sapera - First half of 2026 (January–June)Sapera - hotfixes 14 June 2026 Overview of releases and hotfixes Sapera - hotfixes 17 June 2026 Sapera - July 2026 update Sapera - hotfixes 6 July 2026 Sapera - fixes for the July 2026 update Sapera - hotfixes 27 July 2026 Sapera - hotfixes 28 July 2026 Sapera App - May to August 2026 Sapera - hotfixes 7 September 2026 Sapera - hotfixes 10 September 2026 Sapera - hotfixes 20 September 2026 Sapera - hotfixes 4 October 2026 Sapera - November 2026 update Sapera - hotfixes 19 October 2026

Sapera Mobile

Sapera Mobile – getting started My day Tasks Sales orders Invoices Deliveries (goods receipt)Products Serial-number items Actions Stock drafts Customers Receipts Inbox Settings List preferences and saved views

SaperaBI

SaperaBI – Business Intelligence Home Needs attention Sales dashboard Sales overview Sales Sales details Management report Balance & Profit/Loss Receivables & payables (posted)Receivable vouchers Payable vouchers Ledger entries Cash flow forecast Working capital Inventory overview Inventory Inventory details Inventory & purchasing Inventory ageing Inventory status Work in progress ABC products ABC customers Margin bridge Customer analysis Supplier analysis Supplier scorecard Time statistics Time statistics details Glossary — terms and abbreviations in SaperaBI Store dashboard Quote pipeline Quote details Tasks Timesheet Price analysis Inventory vouchers Revenue: sales vs. bookkeeping Inventory value: booked vs. stock Reconciliation per day Inventory value vs FIFO Difference per day FIFO detail (vouchers)

English

All collections›Guides›Serial-number items (guides)

Serial-number items (guides)

Guides for service, service types and follow-up on serial-number items.

2 articles

Articles

Sold service: make repairs free for the customer Find serial-number items with the "With sales order" filter and send reminders