Pyai.Wa - Automated Invoicing & Inventory Management Solution

1. Pyai Wa Web Application User Guide Prepared By Rio Robot Vision

2. Multi Device Supports

3. Abstract This is genuineinvoicing and automated inventory managementsolution for “Pyai Wa” Company. Easy To Use – takes only 15 minutes for a new user Reports (Sales Reports, Sales Customer wise, Sales Employee wise, Profit Report, Export and Download Data ) Suitable for Regular and Walk-in customers in same way with or without customer registration Automated Intelligent Product Stock Management with Invoices and Receipts Product Stock Alert On Dashboard Ability to set monthly targets for sales, income, expenses and number of invoice. Easy Email and SMS integration Multiple bank account transactions record at single place Export Invoices, Customers and Sales Reports to Excel files Easy Employee management with job levels: Sales Team, Manager, Owner Advanced Database Manager: with Backup, Restore and Download Easy Settings Option for Billing(Invoice, Receipt and Quote) Terms and Invoice Prefix. Fully Branded for your company with Logo Printable documents (Invoice, Quote, Receipt)

4. One stop Solution One stop for Billing, Inventory, Accounts Management Billing Income Expense Management Data & Reports Setting Highlights

5. Billing Create Invoices, Quotes and Purchase Receipts Recurring Invoices Four Statuses : Paid, Due, Pending, Cancelled Per Item Discount Flat or in % Cash, Bank Transfer, PayPal & Card Payments Inclusive & Exclusive TAX option Payment Reminders, Partial Payments Link Sales To Bank Account

6. Income Expense Management Track Income Expenses Monthly Income Expense Reports Set monthly targets: Sales, Income, Expenses Multiple Bank Account Records at Single Place

7. Data & Reports Track Daily, Weekly, Monthly and Yearly Sales Per Customer Purchase Reports Employee Sales Reports Export Data Reports to excel files

8. Setting Custom Currency Symbol Multiple Date Formats Custom Time zone Custom billing terms and bill footer note

9. Highlights Advanced Stock Manager Printer Friendly well organized bills Invoice, Quote & Receipt Shortcuts Multiple employee job level Easy payment gateway integration Add short notes

10. Content (Menu ) • Login • Dashboard (Track Your Sales) • Reports and Data • (Sales Reports, Sales Customer wise, Sales Employee wise, • Profit Calculator, Export and Download Data • Export & Download Reports ( in Excel file ) • Banking • Account -> <List>, <Add New A/C > • transaction -> <View> , < +New > • Sales • ( new Invoice, Management Invoices, New Quote, Manage Quotes )

11. Content (Menu ) • Recurring Sales • Stock Manager (Products Categories, Add New Product, Manage Invoice ) • Clients • Income & Expenses • Add New Income /Expenses data • Set Target for next month • Monthly Income/Expense Report • Monthly Sales Reports • Notes • Hand Sketch (Add , View, Delete ) • Damaged Stock ( Return, Refund, Replace) • Settings (Add New User/ Employee

12. Login

13. Dashboard

14. Dashboard

15. Reports & Data ( Sales Reports)

16. Sales Report (Customer wise) At Reports & Data Menu: Select: Sales Customer wise Click : Invoice list < for any customer name>

17. Sales Report (Customer wise) Sales report on Customer name -> Aye Aye

18. Profit Calculator ( By Invoice Date or Number ) At Reports & Data: Select: Profit Calculator Select: <From Date > and <To Date> 3. Click : Calculate button Then Total Profit will be displayed as shown below

19. Export & Download Reports Select: Reports & Data Select: Export & Download Data 3. Select: Download Sales Reports Data Then Sales excel file is downloaded.

20. Sale data (downloaded in Excel file)

21. Bank Transactions (View)

22. Banking <Account List >

23. Add new Bank Transaction At Banking: Select: Transactions Click: +New Transaction button 3. Type: <details> 4. Click: Add transaction button

24. Banking Add New Account At Banking: Select : Accounts Click: +Add New Account Button 3. Type: A/C Details 4. Click: Add Account button

25. Income & Expenses • - Add New Income /Expenses data • - Set Target • Monthly Income/Expense Reports • Monthly Sales Report

26. Monthly Income/Expenses Report

27. Income & Expenses< Monthly Sales Report>

28. Expense Transactions

29. Income & Expenses < Set Target > Income & Expenses -> Set Target for April, 2017 button Type: <target details> Click : Set Goal button

30. Dashboard Click : Place New Order button Then New Invoice will be shown for new order ( see next slide)

31. New Order/ New Invoice

32. Products Categories (add new) At Stock Manager: Select: Products Categories Click: Add New Product Category

33. Products Categories (add new)..1 Type :<Product Category Name> Type : <Description> Click: Add product category button

34. Added Product Category (success)

35. Edit Product Category

36. Add new Product At Stock Manager: Select: Add New Product Type or select: <new product details> 3. Click: Add Product button

37. Product detailed (Sample)

38. Place Order/ New Invoice 4. Type: : <Invoice Number> 5. Select: <Status> 6. Select: <Payment Mode> 7. Click: Create Invoice button For walk- in customer Select: Product Type : <Quantity> Type : <Customer Information>

39. New Invoice (select a product) Select: <a product> Click: Add button

40. Invoice created (success) You may View/Print/Download invoice.

41. Invoice (View)

42. Invoice (email)

43. Manage Invoice

44. Manage Invoice (1)

45. Invoice ( downloaded pdf )

46. Track Your Sales

47. Add New Supplier/Vendor

48. View Supplier/Vendor

49. New Purchase Receipt

50. Purchase Receipt (Select existing vendor)