Dashboard

The dashboard is the first thing you will see after you login to SUNDUQ

In the dashboard you will see the most useful information to know about the progress of your business

In the Dashboard you'll find the following:

• Today Sales
• Today Income
• Today Expenses
• Today Profit
• This Week Sales & Purchases
• Top Selling Products This Month
• Payment Sent & Received This Week
• Top 5 Customers This Month
• Recent Sales

The following video elistrate how powerful the dashboard is:

Change Language & Dark Mode

1. Click on the right purple gear of your screen
2. It will expand and show you all system view settings

- All the languages will appear. To change the Language just select one of the flags and it will change automaticly

- To change to dark mode just activte the switch

The following video elistrate how:

Edit/Add a Warehouse

Edit a Warehouse:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Warehouse, the Warehouse list will appear
4. Click the edit button on the warehouse you want to edit
5. Click submit after you are done

Add a Warehouse:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Warehouse, the Warehouse list will appear
4. CLick create, fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

Edit/Add a Category

Edit a Category:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Category, the category list will appear
4. Click the edit button on the category you want to edit
5. Click submit after you are done

Add a Category:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Category, the category list will appear
4. CLick create and fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

Edit/Add a Brand

Edit a Brand:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Brand, the brand list will appear
4. Click the edit button on the brand you want to edit
5. Click submit after you are done

Add a Brand:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Brand, the brand list will appear
4. CLick create and fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

Edit/Add a Unit

What is the use of base unit? It helps you organize your inventory, if you purchase your product using a unit but selling it in an other unit.

Example: You purchase your product from your supplier in kilogram but you are selling it to your customers in gram. So you create a gram unit and create a kilogram unit with a gram base unit divided by 1000.

Edit a Unit:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Unit, the unit list will appear
4. Click the edit button on the unit you want to edit
5. Click submit after you are done

Add a Unit:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Unit, the unit list will appear
4. CLick create and fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

Generate System Backup

For the safty of your data you can generate backups incase you need too. Do not worry the system occasionally will generate a new backup

How to Generate System Backup:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the settings tab
2. Click on the settings tab
3. CLick Backup
4. Click Generate Backup button

The following video elistrate how:

Change Profile Info

1. Click on the top right profile image
2. Click on Profile, your profile will appear
3. Change your needed information
4. Click submit after you are done

The following video elistrate how:

Reset Password

Change password

1. Click on the top right profile image
2. Click on Profile, your profile will appear
3. Change your your password
4. Click submit after you are done

Reset Password:

If you forgot your password do not worry, please follow the following steps

1. On the login page click forgot password
2. Type your email
3. Click Reset Password, if correct you will receive an email with a link
4. click on the link and type your new password
5. Click submit

The following video elistrate how:

Edit/Add Customer

Fields:

• Customer Name (required)
• Email (required) cannot be duplicate
• Phone (required)
• Country (required)
• City (required)
• Address (required)
• VAT # (required)

Edit a Customer:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the People tab
2. Click on the People tab
3. CLick Customer List, the unit list will appear
4. Click the edit button on the customer you want to edit
5. Click submit after you are done

Add a Customer:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the People tab
2. Click on the People tab
3. CLick Customer List, the customer list will appear
4. CLick create and fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

Add/View Supplier

Fields:

• Supplier Name (required)
• Email (required) cannot be duplicate
• Phone (required)
• Country (required)
• City (required)
• Address (required)
• VAT # (required)

Edit a Supplier:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the People tab
2. Click on the People tab
3. CLick Supplier List, the supplier list will appear
4. Click the edit button on the supplier you want to edit
5. Click submit after you are done

Add a Supplier:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the People tab
2. Click on the People tab
3. CLick Supplier List, the supplier list will appear
4. CLick create and fill the form with the needed information
5. Click submit after you are done

The following video elistrate how:

View Users

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the People tab
2. Click on the People tab
3. CLick Users List, the users list will appear

To add a new account you can contact support for us to give you a new account.

The following video elistrate how:

Create a Product

Fields:

• Product Name (required)
• Product Code (required) cannot be duplicate
• Category (required)
• Brand (optional)
• Barcode Symbology (required)
• Product Cost (required)
• Product Price (required)
• Product Unit (required)
• Sale Unit (required)
• Purchase Unit (required)
• Stock Alert (optional)
• Order VAT % (required)
• VAT Method (required)
• Note (optional)
• Add multiple product image (optional)
• Add multiple variant of a product (optional)

Create a Product:

1. Click on the Product tab
2. CLick Create Product
3. Fill the form with the needed information
4. Click submit after you are done

The following video elistrate how:

View/Edit Products

Edit Product:

1. Click on the Product tab
2. CLick Product List
3. Click the edit button on the product you want to edit
4. Click submit after you are done

View Product:

You can export your product list as Excel or as PDF

1. Click on the Product tab
2. CLick Product List

The following video elistrate how:

Print Barcode

Printing barcode is for you to add it to your products physically and you can scan it into the system. It will help you to search your products faster.

The barcode type depened on Barcode Symbology you selected when you created the product.

1. Click on the Product tab
2. CLick Print Barcode
3. Select A warehouse
4. Add a product (only one)
5. Choose your quantity
6. Select paper size
7. Click update
8. Click Print

The following video elistrate how:

Create Adjustment

1. Click on the Adjustment tab
2. CLick Create Adjustment
3. Select A warehouse
4. Add a product
5. Choose your quantity
6. Select the type of operation (Addition/Subtraction)
7. Add a note (optional)
8. Click Submit

The following video elistrate how:

View Adjustment List

1. Click on the Adjustment tab
2. CLick Adjustment List

You can export your adjustment list as Excel or as PDF.

You can edit an adjustment by clicking the edit button on the adjustment you want to edit.

The following video elistrate how:

Create a Transfer

1. Click on the Transfer tab
2. CLick Create Transfer
3. Select a from warehouse (the warehouse you will move your products from)
4. Select a to warehouse (the warehouse you want to move your product to)
5. Add a product
6. Choose your quantity
7. Select the type of operation (Addition/Subtraction)
8. Add a note (optional)
9. Click Submit

The following video elistrate how:

View Transfer List

1. Click on the Transfer tab
2. CLick Transfer List

You can export your transfer list as Excel or as PDF.

You can edit a transfer by clicking the edit button on the transfer you want to edit.

The following video elistrate how:

Create/View Expense Category

Fields:

• Expense Category Name (required)
• Note (optional)

View Expense Category

1. Click on the Expense tab
2. CLick Expense Category

To create an Expense Category click on create button and fill the form with the needed information

The following video elistrate how:

Create Expense

1. Click on the Expense tab
2. CLick Create Expense
3. Select a warehuose
4. Select a category
5. Type the amount
6. Add details
7. Click Submit

The following video elistrate how:

Expense List

1. Click on the Expense tab
2. CLick Expense List

You can export your transfer list as Excel or as PDF.

You can edit a transfer by clicking the edit button on the transfer you want to edit.

The following video elistrate how:

Create Quotation

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Quotation tab
2. CLick on the Quotation tab
3. Click Create Quotation
4. Select a customer
5. Select a warehouse
6. Add products
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Select a status
10. Add notes (optional)
11. Click Submit

The following video elistrate how:

View Quotation List

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Quotation tab
2. CLick on the Quotation tab
3. Click Quotation List

You can export your Quotation list as Excel or as PDF.

You can edit a transfer by clicking the edit button on the transfer you want to edit.

You can export your Quotation as PDF by clicking on the Action button then click Download PDF

Send your Quotation to your customer email directly:

1. First make sure the customer email is correct
2. View Quotation List
3. Click the action button on the quotation you want to send
4. Click Detail Quotation
5. Click Email button

The following video elistrate how:

Create Purchase

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase tab
2. CLick on the Purchase tab
3. Click Create Purchase
4. Select a supplier
5. Select a warehouse
6. Add products
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Select a status
10. Add notes (optional)
11. Click Submit

The following video elistrate how:

View Purchase List

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase tab
2. CLick on the Purchase tab
3. Click Purchase List

You can export your Purchase List as Excel or as PDF.

You can export your purchase invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a purchase:

If you paid the supplier on certain purchase and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Purchase List
2. Click the action button on the purchase you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Purchase List
3. Click the action button on the purchase you want to send
4. Click Detail Purchase
5. Click Email button

The following video elistrate how:

Create a Sale

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Sale tab
2. CLick on the Sale tab
3. Click Create Sale
4. Select a customer
5. Select a warehouse
6. Add products
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Select a status
10. Select payment status
11. Select payment choice (optional)
12. Type received amount (optional)
13. Type Paying Amount (optional)
14. Add notes (optional)
15. Click Submit

The following video elistrate how:

Create a Sale (from Quotation)

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Quotation tab
2. CLick on the Quotation tab
3. Click Quotation List
4. Click action button on the desired quotation
5. Click Create Sale
6. Add or remove products (optional)
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Select a status
10. Select payment status
11. Select payment choice (optional)
12. Type received amount (optional)
13. Type Paying Amount (optional)
14. Add notes (optional)
15. Click Submit

The following video elistrate how:

View Sale List

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Sale tab
2. CLick on the Sale tab
3. Click Sale List

You can export your Sale List as Excel or as PDF.

You can export your sale invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Sale:

If the customer paid and you want to record that payment. The customer can pay in installment by not typing the full amount.

1. View Sale List
2. Click the action button on the sale you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your sale invoice to your customer email directly:

1. First make sure the customer email is correct
2. View Sale List
3. Click the action button on the sale you want to send
4. Click Detail Sale
5. Click Email button

The following video elistrate how:

Create a Sales Return

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Sales Return tab
2. CLick on the Sales Return tab
3. Click Create Return
4. Select a customer
5. Select a warehouse
6. Add products
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Add notes (optional)
10. Click Submit

The following video elistrate how:

View Sales Return List

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Sales Return tab
2. CLick on the Sales Return tab
3. Click Return List

You can export your Sale List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Sales Return:

If you return the payment to your customer and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your sale return invoice to your customer email directly:

1. First make sure the customer email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

The following video elistrate how:

Create a Purchase Return

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Create Return
4. Select a supplier
5. Select a warehouse
6. Add products
7. Type a discount amount (optional)
8. Type a shipping amount (optional)
9. Add notes (optional)
10. Click Submit

The following video elistrate how:

View Purchase Return List

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Return List

You can export your Purchase List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Purchase Return:

If you return the payment to your supplier and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase return invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

The following video elistrate how:

Payments

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Reports tab
2. CLick on the Reports tab
3. Click Payments
4. Click on one of the options (Purchase, Sales, Sales Return or Purchase Return)

You can export your list as Excel or as PDF.

You can filter your list before exporting.

Profits And Losts

How much money you spent in:

• Sales
• Purchases
• Sales Return
• Purchases Return
• Expenses
• Profit (Sales - Purchases)
• Payments Received
• Payments Sent
• Payments Net (Payments Received - Payments Sent)

How to use:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Reports tab
2. CLick on the Reports tab
3. Click Profits And Losts
4. Select the range you need (today, yesterday, last 7 days, last 30 days, last 90 days, last 365 days or custom range)
5. click submit to confirm

Product Quantity Alerts

Product Quantity Alerts feature is made for you to know which product is running out of stock based on the stock alert specified when creating a product.

How to use:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Reports tab
2. CLick on the Reports tab
3. Click Product Quantity Alerts, a list of running out of stock products
4. Filiter products by a warehouse (optional)

You can also know by clicking on the notificaiton button on the top right of the screen.

Warehouse Report

Warehouse Report feature will report you everything you need to know about warehouse/store.

1. How many quotations made related
2. How many sales made related
3. How many purchases made related
4. How many sales return made related
5. How many purchases return made related
6. How many expenses made related
7. Will have a graph of Total Items & Quantity
8. Will have a graph of Value by Cost and Price

How to use:

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Reports tab
2. CLick on the Reports tab
3. Click Product Warehouse Report
4. Select a warehouse (optional)
5. Select on of the taps to how did it affected your warehouse/store

Sale Report

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Return List

You can export your Purchase List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Purchase Return:

If you return the payment to your supplier and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase return invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

Purchase Report

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Return List

You can export your Purchase List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Purchase Return:

If you return the payment to your supplier and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase return invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

Customer Report

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Return List

You can export your Purchase List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Purchase Return:

If you return the payment to your supplier and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase return invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

Supplier Report

1. Scroll down on the left side/right side (if you are using RTL) navigation till you see the Purchase Return tab
2. CLick on the Purchase Return tab
3. Click Return List

You can export your Purchase List as Excel or as PDF.

You can export your return invoice as PDF by clicking on the Action button then click Download PDF

Add a payment to a Purchase Return:

If you return the payment to your supplier and you want to record that payment. You can pay in installment by not typing the full amount.

1. View Return List
2. Click the action button on the return you want
3. Click Create Patment
4. Type the received amount
5. Type the paying amount
6. Select the type of payment
7. Add note (optional)
8. Click submit button

Send your purchase return invoice to your supplier email directly:

1. First make sure the supplier email is correct
2. View Return List
3. Click the action button on the return you want to send
4. Click Return Detail
5. Click Email button

Reports Video Tutorial

The following video elistrate how: