Sales & Inventory Management · Help

Where to start

Set up your business details (name, logo, currency, KHQR)
Add your staff
Enter the basics first, in this order: Installment sales → Categories → Products → Customers → Suppliers
Everyday work: Sales · Installment payments · Purchases · Expenses
Tools and reports: Point of Sale · Reports

Basics (set up first)

Other modules use these, so enter them first.

Installment sales

តាមដានអតិថិជនបង់រំលស់ ថ្ងៃត្រូវបង់ ប្រាក់នៅជំពាក់ និងអ្នកបង់យឺត។ មានម៉ាស៊ីនគណនាប្រាក់ត្រូវបង់ប្រចាំខែ ជូនអតិថិជនមុនលក់។

Press Installment sales in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Installment sales list — the “Add new” button is highlighted

Field	How to fill it
Customer required	Choose from the list (from “Customers”)
Product (deducts stock)	Choose from the list (from “Products”)
Item required	Type text
IMEI / serial no.	Type text
Selling price required	Type an amount
Down payment	Type an amount
Interest per month (%)	Type a percentage
Number of installments required	Type a number
Pay every	Choose from the list: Month / Week
Purchase date required	Pick a date
Late fee per installment	Type an amount
ID card no.	Type text
Guarantor	Type text
Guarantor phone	Type a phone number
Status	Choose from the list: Active / Paid off / Defaulted / Repossessed / Cancelled
Note	Type longer text

Entries here count as income on the dashboard and in reports.
Status: Active → Paid off → Defaulted → Repossessed → Cancelled — change it from the detail page.
On the detail page you can print a document (invoice or receipt).
Detailed lesson: Instalment sales →

Products

កត់ត្រា៖ កូដ · បាកូដ · ឈ្មោះផលិតផល · ប្រភេទ · ឯកតា · ថ្លៃដើម · តម្លៃលក់ · ស្តុក · ស្តុកអប្បបរមា …។ ជូនដំណឹងពេលស្តុកជិតអស់។

Press Products in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Products list — the “Add new” button is highlighted

Field	How to fill it
Barcode	Type text
Product name required	Type text
Category	Choose from the list (from “Categories”)
Unit	Type text
Cost	Type an amount
Price required	Type an amount
Stock	Type a number
Min stock	Type a number
Image	Upload a picture

Set a minimum and the dashboard warns you when stock runs low.

Customers

កត់ត្រា៖ ឈ្មោះ · លេខទូរស័ព្ទ · ប្រភេទ · អាសយដ្ឋាន។

Press Customers in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Customers list — the “Add new” button is highlighted

Field	How to fill it
Name required	Type text
Phone	Type a phone number
Type	Choose from the list: Retail / Wholesale / VIP
Address	Type longer text

Suppliers

កត់ត្រា៖ ឈ្មោះ · អ្នកទំនាក់ទំនង · លេខទូរស័ព្ទ · អាសយដ្ឋាន។

Press Suppliers in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Suppliers list — the “Add new” button is highlighted

Field	How to fill it
Name required	Type text
Contact person	Type text
Phone	Type a phone number
Address	Type longer text

Everyday work

The modules you use every day.

Sales

កត់ត្រា៖ លេខវិក្កយបត្រ · កាលបរិច្ឆេទ · អតិថិជន · មុខទំនិញ · សរុបរង · បញ្ចុះតម្លៃ · សរុប · ប្រាក់បានបង់ខ្លះ · វិធីបង់ …។ មានបញ្ជីមុខទំនិញ/សេវា គណនាសរុបស្វ័យប្រវត្តិ។ រាប់ជាចំណូលក្នុងរបាយការណ៍។ ស្ថានភាព៖ បានបង់ / ជំពាក់ / បង់ខ្លះ / បោះបង់។ បោះពុម្ពបង្កាន់ដៃ។

Press Sales in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Sales list — the “Add new” button is highlighted

Field	How to fill it
Date required	Pick a date
Customer	Choose from the list (from “Customers”)
Items	Add one product/service per row (quantity × price) — the total is worked out for you
Subtotal	Type an amount
Discount	Type an amount
Total required	Type an amount
Amount paid so far	Type an amount Only for credit sales or part payments
Payment	Choose from the list: Cash / ABA / Other bank / Other
Status	Choose from the list: Paid / Unpaid / Partly paid / Cancelled

This form has an item table: add a row, pick the product, type the quantity, and the total is calculated.
Entries here count as income on the dashboard and in reports.
Status: Paid → Unpaid → Partly paid → Cancelled — change it from the detail page.
On the detail page you can print a document (invoice or receipt).

Installment payments

កត់ត្រា៖ កិច្ចសន្យាបង់រំលស់ · កាលបរិច្ឆេទ · ចំនួនទឹកប្រាក់សរុប · ក្នុងនោះ ពិន័យ · វិធីបង់ · កំណត់ចំណាំ។ រាប់ជាចំណូលក្នុងរបាយការណ៍។

Press Installment payments in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Installment payments list — the “Add new” button is highlighted

Field	How to fill it
Installment plan required	Choose from the list (from “Installment sales”)
Date required	Pick a date
Total received required	Type an amount
of which late fee	Type an amount
Method	Choose from the list: Cash / ABA / Other bank / Other
Note	Type text

Entries here count as income on the dashboard and in reports.

Purchases

កត់ត្រា៖ លេខ · អ្នកផ្គត់ផ្គង់ · ផលិតផល · បរិមាណ · ថ្លៃដើម/ឯកតា · សរុប · កាលបរិច្ឆេទ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។

Press Purchases in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Purchases list — the “Add new” button is highlighted

Field	How to fill it
Supplier	Choose from the list (from “Suppliers”)
Product required	Choose from the list (from “Products”)
Quantity required	Type a number
Unit cost	Type an amount
Total required	Type an amount
Date required	Pick a date

Entries here count as expenses on the dashboard and in reports.

Expenses

កត់ត្រា៖ ចំណងជើង · ប្រភេទ · ចំនួនទឹកប្រាក់ · កាលបរិច្ឆេទ · វិធីបង់ · កំណត់ចំណាំ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។

Press Expenses in the left menu to open the list.
Press “Add new” at the top right.
Fill in the fields as in the table below (“required” fields must be filled).
Press “Save”. Press any row in the list to view, edit or delete it.

Expenses list — the “Add new” button is highlighted

Field	How to fill it
Title required	Type text
Category	Choose from the list: Rent / Salary / Utilities / Supplies / Marketing / Other
Amount required	Type an amount
Date required	Pick a date
Method	Choose from the list: Cash / ABA / Other bank / Other
Note	Type longer text

Entries here count as expenses on the dashboard and in reports.

Tools and reports

Special screens that work with the data above.

Point of Sale

លក់លឿន៖ ជ្រើស ឬស្កេនបាកូដទំនិញ បញ្ចុះតម្លៃ ហើយបង់ជាសាច់ប្រាក់ ABA ឬជំពាក់។ កាត់ស្តុក និងចេញបង្កាន់ដៃភ្លាមៗ។ ភ្ជាប់អតិថិជនទៅនឹងការលក់ ដើម្បីតាមដានបំណុល។

Press Point of Sale in the left menu.
Detailed lesson: Sell with the POS →

Reports

សង្ខេបចំណូល ចំណាយ និងប្រាក់ចំណេញ៖ ថ្ងៃនេះ ខែនេះ ឆ្នាំនេះ ឬរយៈពេលជ្រើសរើស — តាមប្រភពចំណូល តាមប្រភេទចំណាយ និងមុខលក់ដាច់ជាងគេ។ បោះពុម្ពបាន។

Press Reports in the left menu.
Detailed lesson: Daily, monthly and yearly reports →

Still need help?

The Frienddy team is happy to help, in Khmer or English.

Contact

How to use Sales & Inventory Management