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Contact Management

Business Setup

Create an Onexla Business Account
Setup Multiple Locations / Warehouse / Shops

User Management

Using Commission Agent feature
Role Management
Adding User & assigning location to a user

Contact Management

Customer Groups
Loyalty Cards
Opening Balance
Advanced Balance
Contacts Management (Supplier & Customers)
Adding opening balance & payment
Customer & Supplier Ledger

Product Management

Custom Labels for Products
Opening Stock
Bulk Edit Products
Correcting product stock mis-match or incorrect stock in different reports
Duplicate Product
Printing Labels
Product Warranty
Selling Price Groups (Sell in different prices: wholesale/retail or for different prices for different locations)
Lot number
Product expiry and related settings.
Product stock history
Product Category (Categorizing products)
Product Units
Variations
Delete Product (Bulk delete)
Import/Export Products
Products Management

Purchases

Purchase custom fields
Adding Bonus or Free Items given by supplier
Purchase Order
Purchase Requisition
Purchase Invoice
Purchase Payments
Purchase Management

Sell

Adding Bonus or Free Items at Sale
Import Sale
Proforma Invoice
Cash Denomination
Display product unit price in POS Product suggestion
Shipments, Home Delivery or parcel management
Types of Service
Reward Points, Royalty points
Discounts by Brand, Category, Location
Configuring keyboard shortcuts for POS screen
Invoice External URL
Gift Receipt
Displaying QR code in invoice
Invoice Layout
Cash Register
Sales Subscriptions
Sales Return
Using Onexla for Selling of Services
Tender Change or Change Return
Featured Products for POS screen
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
Sales Order

Stock Management

Opening Stock
Stock Adjustment
Stock Transfers
- Stock Transfer
Stock Adjustment
- Stock Adjustment

Expenses

Expense Refund
Adding expenses, Adding expenses for an employee or customer or supplier

Payment Accounts

Setting default payment accounts for payment methods
Enabling & using Payment account or bank account

Reports

Reports

Settings

Changing Application/theme Color
Changing the custom fields labels
Adding a new Label or barcode settings
Setting Invoice Scheme
Business Settings
How to Search in Settings?
Business Settings
Invoice Layout

Notification Templates

Notifications

HRM

Sales Target for employees
Essentials module for OnexlaPOS Advance
HRM features – Essentials module for Onexla ERP

Tax Settings

Setting Onexla POS for Indian Users or other Country with GST support.
Tax Rates, Tax Groups & Disabling tax

Hardware Support

Setting up a Thermal Printer for Receipt Printing
Barcode Printer
How to setup printer to open cash drawer automatically?
Label weighing scale
Barcode Scanner

Kitchen Management Service

Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Home
Docs
Contact Management

Contact Management

how to contact add to system in erp system

Customer Groups
Loyalty Cards
Opening Balance
Advanced Balance
Contacts Management (Supplier & Customers)
Adding opening balance & payment
Customer & Supplier Ledger

Onexla, Your Gateway to Seamless Business Management. Experience the Power of Cloud ERP and POS Solutions. Transforming Operations, Elevating Efficiency, and Empowering Growth.

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