Documentation
Chapters of the guide

Accounting and stock

Cash book, payment schedule, suppliers, products, services and promotions.

  • AccountingThe Contabilità page with its two tabs, Prima Nota and Scadenzario: how to open it, what it shows, who can do what, how it connects to Cassa, Magazzino and Segreteria and what it does not contain.
  • Cash bookThe chronological register of all the money coming in and going out: where the rows come from, the meaning of each column, search, the order record, disputing a payment and declaring sales to the Italian Revenue Agency.
  • Payment scheduleThe list of what has to be paid by a certain date: unpaid supplier orders and the tax deadlines prepared by the program. Columns, search, how to mark a deadline as paid and which deadlines the program generates.
  • SuppliersThe Fornitori page with its three tabs (Aziende, Persone Fisiche, Storico ordini): how to open it, who can do what, how supplier data is used by Cassa and Magazzino.
  • Supplier companiesThe list of supplier companies: columns, search, how to add a company by hand or from documents, how to edit and delete it, field rules and error messages.
  • Individual suppliersThe Persone Fisiche tab of Fornitori: the sales contacts of the companies and the people without a company. Columns, how to add one by hand or from documents, payment methods and limits.
  • Order historyThe read-only list of all purchases made from suppliers: orders, commissioned prints and credit top-ups. Columns, statuses, search, sorting and export.
  • StockThe Magazzino page with its three tabs (Servizi, Prodotti, Carico & Scarico): how to open it, who can do what, how stock changes and which product details the Cassa sees.
  • ProductsThe Prodotti tab of the Magazzino: the 37 columns, how to create a product with the guided procedure, edit it (even many at once), link variants, remove it, and the rules on safety stock, expiry, use, VAT and margins.
  • Incoming ordersHow to confirm the arrival of goods ordered from a supplier (even partly) and how to cancel the order of a single product from the Prodotti tab of Magazzino.
  • ServicesThe Servizi tab of the Magazzino: the salon's price list with its 14 columns, the guided procedure to create and edit a service, the 15 categories, the Attivo/Disabilitato status, import from documents and how each piece of data is used.
  • Stock in and outThe log of all stock movements and the «Registrazione via Barcode» window, used to load and unload products or to do an inventory count by reading the codes with the reader.
  • PromotionsThe Promozioni page with the tab for offers and discount codes: the table, the three-step guided procedure for creating a promotion, how to edit it, switch it off and import it from a flyer.
  • Promotional code rulesWhen a discount code is accepted in the Cassa and when it is not, how the discount is calculated, how a code is used up, what the automatic birthday and name-day codes are, holiday greetings, and what the states of a promotion are.
  • Loyalty rewardsThe catalogue of rewards that clients obtain by spending loyalty points: the table, the two- or three-step form for creating a product reward or a discount voucher, activating and deactivating, and importing from documents.
  • Discount code usesHow the «Utilizzi» counter of the Promozioni table works: when it goes up, when it goes down, how it links to the maximum limit and where you can see which sales the discount belongs to.