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NOTE: Customer payments can be recorded both through SalesGURU mobile application as well as the admin. panel. Collection through Mobile App Login to the app.Select Collection from the Module section in the home screen.Select the Customer.Pick the Payment method.Enter payment amount.get customer e-signature for confirmation.Press confirm button to save the collection. Once the payment collection is saved customer outstanding balance will reduce. Collection through Admin. Panel Select Collection from side menu.Press the Create Collection button.Fill…

There are 2 ways to add inventory items. Purchase order methodCreate inventory method NOTE: We recommend the Purchase order method, as this will link the inventory to its supplier. Purchase order method Select +Button at top of the page.Select Purchase orderComplete the purchase order fields.Enter the delivery address in message display text box if needed.When you’re done, select Create to save the Purchase order. The purchase order is saved as a draft – until you approve the purchase order. Approve…

A purchase order is the contract between buyer and seller agreeing to purchase whatever goods or services are being bought.  Create and save a purchase order Select +Button at top of the page.Select Purchase orderComplete the purchase order fields. Enter the delivery address in message display text box if needed.When you’re done, select Create to save the Purchase order. The purchase order is saved as a draft – until you approve the purchase order. Approve the purchase order…

“PO” stands for a purchase order. A purchase order is the contract between buyer and seller agreeing to purchase whatever goods or services are being bought. For example, if a local coffee shop agrees to buy five cases of espresso from their favourite distributor, they might sign a purchase order when they buy the product, and the distributor will issue an invoice upon receipt of the coffee. In general, an invoice is issued by the seller,…

Invoices are tried and true system. Way back before indoor plumbing, paper, or even the alphabet was invented, humans were sending each other invoices to keep track of their accounts. These ancient cuneiform tablets don’t bear much resemblance to the invoices we have now, with logos and account numbers, but the same information was being conveyed. What is an Invoice? An invoice is a bill for an account between a buyer and a seller indicating…

Welcome to SalesGURU Online! When you first sign in to your SalesGURU Online account, you’ll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your sales, collection and expenses, gross profits, and more). Note: If you’re a new user, this content will be empty. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances. Get…

Ready to get started with SalesGURU Online? This walkthrough guides you through the process. Set up your company file After signing in, answer a few questions about your business. This helps us set up your company file and tailor the program to better fit your needs. The SalesGURU dashboard displays next, which serves as the homepage for all of your SalesGURU activities. If you’re looking for a quick snapshot of your business’s health, this is…

You can assign a preferred supplier to specific inventory items to save time when reordering those items and also create a purchase order using the preferred supplier you assigned. To add a preferred supplier You won’t be able to assign preferred suppliers if you have not yet entered them in SalesGURU Online. Here are the steps to do that: Select Settings ⚙ on the toolbar, then choose Suppliers.In the Suppliers page, select Create Supplier then fill in appropriate information.Select Create Supplier to save…

Learn how to set up product and service items you buy and sell. SalesGURU Online has everything you need to manage your inventory. Track what’s on hand, get alerts when it’s time to restock and see insights on what you buy and sell. You can also enter non-inventory products and services so you can quickly add them to your sales forms. We’ll help you set it all up and get going. Add product or service…

Learn how and when to create a sales receipt. In SalesGURU, create a sales receipt any time your customer immediately pays for products or services at the time of sale. This is in contrast to invoices, which you give to customers who plan to pay for their purchases later on. Here’s how to create sales receipts and send them to your customer. Create and send a sales receipt Select + Button at top of the page.Select Sales receipt.Select the…