Articles

Registering Your Business ⏱ 3 min read Step 1: Business DetailsStep 2: Business SettingsStep 3: Owner / Admin DetailsAfter... Multiple Locations, Warehouses & Storefronts ⏱ 4 min read Stockenzo supports multiple business locations — whether you have several shops, a... Adding Users & Assigning Locations ⏱ 4 min read Every person who needs to log in and use Stockenzo needs their own user account.... Role Management & Permissions ⏱ 4 min read Roles define what each user can see and do in Stockenzo. Create roles that match... Commission Agent Feature ⏱ 3 min read The Commission Agent feature lets you track and calculate sales commissions for... Customers & Suppliers Management ⏱ 5 min read Contacts stores both your customers and suppliers in one place. A contact can be a... Customer & Supplier Ledger ⏱ 3 min read The ledger is a complete record of all financial transactions with a specific... Opening Balance & Advance Payments ⏱ 3 min read When you first set up a contact who already has an existing balance (they owe you... Customer Groups ⏱ 3 min read Customer Groups let you categorize customers and apply group-specific pricing,... Loyalty Cards & Reward Points ⏱ 3 min read Stockenzo includes a built-in loyalty program. Customers earn points on every... Product Management ⏱ 7 min readCore Feature Adding a ProductProduct TypesOpening StockEditing ProductsBulk... Import & Export Products ⏱ 4 min read If you have many products to add, the bulk import feature saves hours of data... Product Variations ⏱ 4 min read Variations let you create a single parent product that comes in multiple versions —... Categories & Units of Measure ⏱ 3 min read Product Categories Categories help you organize products and make them easier to... Selling Price Groups ⏱ 4 min read Selling Price Groups let you set different prices for the same product — for... Stock Features — Expiry, Lot Numbers, Alerts, Warranty ⏱ 5 min read Product Expiry Tracking For perishable goods or products with expiration dates... Labels & Barcodes ⏱ 4 min read Printing Barcode Labels Print price labels and barcode stickers for your products... Purchase Management ⏱ 6 min readCore Feature Adding a PurchasePurchase StatusPurchase InvoiceBonus/Free ItemsCustom... Purchase Orders & Requisitions ⏱ 4 min read Purchase Orders A Purchase Order (PO) is a formal document you send to a supplier... Purchase Payments ⏱ 3 min read When you record a purchase as "Due" or "Partial", you create a payable to your... Stock Transfer Between Locations ⏱ 3 min read Use Stock Transfer to move products from one of your business locations to another... POS Screen & Selling ⏱ 8 min readMost Used Opening the POS ScreenAdding Products to CartCustomer SelectionDiscounts &... Sale Types — Orders, Drafts & Subscriptions ⏱ 5 min read Sale Types Explained TypeWhat it doesStock effect Regular SaleImmediate sale —... Sales Returns & Refunds ⏱ 4 min read When a customer returns goods, process a Sales Return from the original sale. This... Discounts & Promotions ⏱ 4 min read Stockenzo offers several ways to apply discounts — item-level, order-level, and... Invoices & Receipts ⏱ 5 min read Invoice Layout The invoice layout determines how your printed and digital invoices... Cash Register ⏱ 4 min read The Cash Register feature helps you track the cash drawer at each POS terminal —... Reward Points & Pay Terms ⏱ 3 min read Reward Points at POS When a customer with a loyalty account is selected at POS,... Advanced POS Features ⏱ 5 min read Featured Products Configure a product grid on the POS screen for your... Stock Adjustment ⏱ 4 min read Stock Adjustment is used to correct stock quantities when they don't match physical... Expense Management ⏱ 4 min read Record all your business operating costs as Expenses. These feed directly into your... Tax Rates, Groups & Configuration ⏱ 5 min read Creating a Tax Rate Go to Settings → Tax Rates → Add Tax Rate Enter tax... Payment Accounts (Bank Accounts) ⏱ 3 min read Payment Accounts let you link your business bank accounts to specific payment... Reports & Analytics ⏱ 7 min read How to Run ReportsSales ReportsProfit & LossPurchase & Stock ReportsContact... Notifications Setup ⏱ 5 min read Email Notifications (SMTP Setup) To send invoices, statements, and alerts by email,... System Settings ⏱ 6 min read Searching in SettingsBusiness SettingsInvoice SettingsLanguage & TranslationsCustom... Hardware — Printers, Scanners & Cash Drawers ⏱ 6 min read Barcode ScannerThermal Printer SetupBarcode / Label PrinterCash Drawer... Pricing & Packages 6 plans availableMonthly & Annual billing Stockenzo offers three plans — Starter, Business, and...
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