Business Tools 🛠️

The Tools module provides additional utilities and features to help you manage your business more effectively. From tracking expenses to exporting data, these tools give you more control over your business operations.

Financial Tools

Expenses

Track and manage all your business expenses:

  • Record daily expenses
  • Categorize expenses (rent, utilities, supplies, etc.)
  • Attach receipts or notes
  • View expense reports
  • Track expenses by date range

How to use: Navigate to Tools → Expenses, then click "Add Expense" to record a new expense.

Transactions

View all financial transactions in one place:

  • See all sales transactions
  • View expense transactions
  • Track payments and refunds
  • Filter by date, type, or amount
  • Export transaction history

Tax Calculator

Calculate taxes for your transactions:

  • Calculate sales tax
  • Apply different tax rates
  • View tax breakdowns
  • Generate tax reports

💡 Tip

Tip: Use the Tax Calculator to ensure you're applying the correct tax rates to your invoices, especially if you operate in multiple tax jurisdictions.

Activity Logs

View system activity and audit logs:

  • Track all system changes
  • See who made what changes
  • View login history
  • Monitor data modifications
  • Export logs for record-keeping
Audit Trail: Activity logs help you maintain a complete record of all changes made in your system, which is useful for accounting and compliance purposes.

Business Tools

Visit Dashboard

Access your web-based dashboard for additional features and online access to your data. The web dashboard provides:

  • Online access from any device
  • Additional reporting features
  • Mobile app management
  • Account settings

Download Mobile App

Get the ShopkeeperPOS mobile app for iOS or Android:

  • Process sales on the go
  • View inventory and customers
  • Access reports from anywhere
  • Sync with your desktop application

Export Data

Export your business data for backup or external use:

  • Products: Export product catalog to CSV or Excel
  • Sales: Export sales history and invoices
  • Customers: Export customer database
  • Inventory: Export stock levels and movements
  • Reports: Export reports in various formats

How to export:

  1. Go to Tools → Export Data
  2. Select the type of data you want to export
  3. Choose your date range and filters
  4. Select the export format (CSV, Excel, PDF)
  5. Click "Export" and save the file

Import Data

Import data from external sources:

  • Products: Import products from CSV or Excel files
  • Customers: Import customer lists
  • Inventory: Import stock levels

How to import:

  1. Go to Tools → Import Data
  2. Download the import template (if available)
  3. Fill in your data using the template format
  4. Upload your file
  5. Review the import preview
  6. Confirm the import

⚠️ Important

Important: Always review import previews carefully before confirming. Incorrect imports can affect your data. Consider exporting your current data as a backup before importing.

Best Practices

  • Regular Exports: Export your data regularly as a backup
  • Track Expenses: Record expenses daily to maintain accurate financial records
  • Review Activity Logs: Check activity logs regularly to monitor system usage
  • Test Imports: Test imports with a small dataset first before importing large amounts of data

💡 Tip

Pro Tip: Use the export feature to create regular backups of your data. Store backups in a safe place—you never know when you might need them!

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