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Archives: Knowledge Base

WooCommerce Integration

WordPress AND WooCommerce Installation WooCommerce is a free and open-source WordPress e-commerce plugin. It is designed for small to medium-sized online merchants who use WordPress. You first need to install WordPress and then install the Woocommerce plugin. For security and performance reasons, it is very important to always keep up to date with these 2 […]

Create ledger accounts

Now that you have created a product, the next step would be to create a ledger account.  The ledger account that we are going to create will be used as your store payment method. For the sake of this guide, we are going to create only a bank account. Here is how to do that. […]

Settings

After creating an instance of Tracepos that have been set up for you, you will need to configure it for your store Here is how to do that. First login to Tracepos, From the navigation menu on your left, select Settings This will take you to the “Settings” page. The fields in red are mandatory, […]

Barcoding

Barcoding You can use barcode scanners with Tracepos. Here’s how. Start by adding the UPC code, EAN code, or ISBN code to the product. You can do this while adding a Product to Tracepos or when importing products in bulk into Tracepos. The easiest way to find the code is by scanning the barcode into […]

View Reports

Tracepos has a reporting system that provides you with a comprehensive analysis of your product and sales data and also helps you visualize financial activity and the health of your business. We have categorized our reporting module into four. Summary Reports Detailed Reports Financial Reports Inventory Reports Summary Reports Under summary reports, you can view […]

Creating Customers

There are two ways to enter customers into Tracepos. They are: “Single Entry” and “Bulk Import” Single Customer Entry Assuming you have a list of your customers written in a sheet somewhere, and you want to add them to Tracepos or you want your cashier to add them to Tracepos She will start by logging […]

Creating Employees

After you’ve set up your store, you will probably want to create an employee. Tracepos gives you a way to do that. From the navigation menu on your left, click on Users select Employees When you’ve done that, you’ll see a list of employees. It will look like this The pencil ICON   will launch a […]

Receive product

Whenever you purchase a new product that is already on Tracepos to sell in your store, you should “Receive” it into Tracepos. You don’t need to recreate the product You do this through the Receiving module. Here is how to receive products On your left navigation menu, click on “Inventory” to slide down the menu […]

Record Sales

This step is going to walk you through how to start making sales on Tracepos. Let’s get started. On your left navigation menu, click on “Sales’ to slide down the menu then select “Make a Sale” This will take you to the Sales Register. This is where you ring up sales on Tracepos. On the […]

Create a product

If you are creating your product for the first time on Tracepos, you will see this screen on the below image. Click on the “Create Your First Product” button, and it will take you to the New Product form Or From the navigation menu on your left, click Inventory Select All Product. This will load […]