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Step-by-step guides for everything in iTrade - from your first sale to your month-end stock take.
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Getting started
Welcome to iTrade
What iTrade does, who can do what, and how to find your way around the menus.
Owner · Manager · Sales Person
Registering your business
Sign your business up, log in for the first time and get your account switched on.
Owner
Setting up your company
Add your logo, address and currency, and understand head offices and branches.
Owner
Adding your team and choosing roles
Give each person their own login with the right role, and remove people who leave.
Owner
Uploading your opening stock from Excel
Load your whole product list and the stock you have today from one spreadsheet.
Owner · Manager
Installing the iTrade apps
Get iTrade on Android phones and Windows or Linux computers, and sign in.
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Selling
Making a sale
Record a sale with one or many items, take payment, give change and print the receipt.
Owner · Manager · Sales Person
Customer accounts and change owed
Keep track of change you owe customers when there are no small notes, and pay it back.
Owner · Manager · Sales Person
Selling offline with the app
Keep selling when the internet is down, and make sure everything syncs afterwards.
Owner · Manager · Sales Person
Returns and exchanges
Take goods back, swap them for something else, or refund the customer - and keep your stock right.
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Fixing mistakes: editing and deleting sales
Correct a wrong sale, remove one recorded by mistake, and see who changed what.
Owner · Manager · Sales Person
Stock
Products and categories
Add and edit products, set prices and barcodes, and read a product's page.
Owner · Manager
Buying stock: purchases, orders and GRVs
Record deliveries, order from suppliers with purchase orders, and print a GRV.
Owner · Manager · Sales Person
Stock write-offs
Take damaged, expired, stolen or sample stock off the books properly.
Owner · Manager
Moving stock between branches
Send stock from one branch to another so both branches' figures stay right.
Owner · Manager
Stock takes and reconciling
Count what is really on your shelves and bring iTrade's stock into line with it.
Owner · Manager
Low-stock alerts and notifications
How the bell warns you about low stock and billing, and how to act on it.
Owner · Manager
Money & reports
Expenses and startup costs
Record running costs like rent and wages, and one-off setup spending.
Owner · Manager
Reports: End of Day, Sales, Stock and Stock Take
Which report answers which question, and who can see each one.
Owner · Manager · Sales Person
Profit & Loss explained
What each line of the Profit & Loss means and how to keep it accurate.
Owner · Manager
Cash Flow explained
See the money that really came in and went out, and check it against your drawer and EcoCash.
Owner · Manager
Your account
Billing and paying with EcoCash
What iTrade costs, how to pay with EcoCash, invoices, and what happens if you don't pay.
Owner
Your profile and password
Update your name and email, change your password, or reset a forgotten one.
Owner · Manager · Sales Person
FAQ and troubleshooting
Quick answers when something doesn't look right.
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