• Goto Contacts -> Suppliers or Customer
• Click on add new contact. Select contact type – Supplier/Customer/Both

• Based on the contact type selected –  it will show the relevant fields. Fill the relevant details.
• Click on the ‘More Information' button to see more fields.
• Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay terms in either days or months.
• Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
• Opening Balance: Opening balance of a customer or supplier before you start using Workplace by Thulo.Com. So if there is any previous balance you can add here.
• Advance balance: Sometimes the customer/supplier pays/takes money in advance. This will show the amount of advance balance paid or taken by the customer/supplier respectively.

To update your company information in the Tourism Core cloud platform, please follow these instructions:

1. Visit the login page of the Tourism Core platform using your web browser: https://cloud.tourismcore.com.

2. Enter your account credentials (username and password) to log in to your Tourism Core account.

3. After logging in, look for the "Menu" button located at the top next to the Tourism Core logo. Click on it.

4. Clicking the "Menu" button will reveal a list of links in a left drawer on your web page.

5. Locate and click on the "Admin Console" link from the list of links. This will provide access to the administration options.

6. Within the admin console, you will find a link labeled "Company Profile." Click on this link to access the company profile updating page. Or you can also visit the page directly here after logged in: https://cloud.tourismcore.com/company/profile

7. On the company profile updating page, you will see various fields where you can modify the details about your company. These fields may include Owner Name, Email Address, Address, Country, State, City, Postal Code, Company license number, Mobile Number, Google API Maps Key, and Terms and Conditions for Your Website. Additionally, you may have the option to upload your website's main logo, mobile logo, and favicon.

8. Make the necessary changes to the company information by updating the relevant fields.

9. Once you have made the desired changes, click the "Update" button or a similar confirmation button to save the updated company information.

10. After clicking the "Update" button, the changes you made to your company information will be saved and updated.

That's it! You have successfully updated your company information in the Tourism Core cloud platform. Please note that if you need to change your company name, you will need to contact your account manager as it cannot be done on your own.

To edit your personal profile and account details in the Tourism Core cloud platform, please follow the instructions below:

1. Open a web browser and go to the Tourism Core cloud platform login page: https://cloud.tourismcore.com. 

2. Enter your credentials (username and password) to log into your Tourism Core cloud account.

3. After logging in, locate your name in the top right corner of the account interface. Click on your name to display a drop-down menu. Once logged in, you can also visit following link directly: https://cloud.tourismcore.com/profile/edit

4. From the drop-down menu, select the option labeled "My Account." Click on it to proceed.

5. You will be redirected to your profile page where you can make changes to your personal information and account details.

6. On the profile page, you will find fields to edit various information such as your name, email address, address, country, state, city, postal code, and mobile number. You may also have the option to update your account profile picture or avatar if applicable.

7. Make the desired changes to your profile information by modifying the relevant fields.

8. After making the necessary edits, click the "Update" button or a similar confirmation button to save and confirm the changes.

9. Once you click the "Update" button, your profile information and account details will be updated accordingly.

That's it! You have successfully edited your personal profile and account details in the Tourism Core cloud platform. Remember to review the changes you made to ensure they are accurate and up to date.

Please follow the instructions below to change your account password in Tourism Core cloud platform. 

1. Open a web browser and go to the Tourism Core cloud account login page: https://cloud.tourismcore.com.

2. Once on the login page, enter your credentials (username and current password) to log into your account. Or visit: https://cloud.tourismcore.com/profile/password 

3. After logging in, locate your name on the top right corner of the page. Click on your name to open a drop-down menu.

4. From the drop-down menu, select the option labeled "Change Password." Click on it to proceed.

5. You will be directed to a password change form. In the provided fields, enter your new desired password. For security purposes, make sure to choose a strong and unique password.

6. After entering the new password, re-enter it in the confirmation field to ensure accuracy.

7. Once you have entered and confirmed the new password, click the "Update" button or a similar confirmation button to initiate the password change process.

8. If the password change is successful, you should receive a confirmation message indicating that your password has been updated.

That's it! Your password for the admin user in the Tourism Core platform has been changed. Make sure to remember your new password and keep it secure.

The Memos feature allows users to create and manage internal notes or reminders within the system. These memos are typically used for communication and coordination purposes within the organization. They can be used to remind staff members about specific tasks, update them about important information, or serve as general communication tools.

• Go to Essentials -> Memos
• Click on the Add button to create a new memo.
• Fill in the details of the memo in the provided fields. Include the Heading and description.
• Once you have filled in the necessary information, save or submit the memo to create it.
• The memo will be added to the memo list. It should be visible to the designated users or individuals who have access to the memo management area

A bonus item is an additional item that is included with a purchase as an incentive to buy. This bonus item is usually something that complements the original purchase or provides additional value to the customer.

2 ways you can do this:

Solution 1:

• Navigate to the "Products" section.
• Click on the "Add" button to create a new product entry.
• Fill in the details for the bonus item or free item, including the product name, description, code (if applicable), and any other necessary information.
• Set the price of the bonus item or free item to zero or specify the actual price if needed.
• Save the product entry to add it to the system.
• Once you have added the bonus item or free item to your product list, you can use it when creating sales orders or invoices. When adding products to the order, you can include the bonus item or free item along with other purchased items.
• When the order or invoice is processed, the system will include the bonus item or free item in the order total, but it will have a price of zero. This allows you to accurately record the bonus or free items provided by suppliers while ensuring the correct financial calculations.

Solution 2:

Find the average price of the item and use that for unit price.

For example, if you purchase 10 quantity for a price of Rs.2 each, 10X2 = Rs.20

and get 2 quantity free, then the average cost of each will become 20/12 = Rs.1.66

To enable Sales Order, follow the below steps:

• Go to Settings -> Business Settings
• Look for the option "Sale" and click on it.
• Within the sale settings, search for an option called "Enable Sales Orders".
• Enable or check the option to enable sales orders.

• Save the changes to apply the configuration.
• Once you've enabled sales orders, the system should allow you to create and process sales orders for your customers. The specific features and functionalities related to sales orders may vary depending on the version and customization of ultimatePOS you are using.

The purpose of setting a credit limit for a customer is to manage the supplier's risk and ensure that the customer does not take on more debt than they can reasonably afford to repay. By setting a credit limit, the supplier can help prevent the customer from getting into debt that they cannot repay, which can ultimately lead to payment delays or defaults.

• To set the credit limit Go to Contacts > Customers

• Find and select the customer for whom you want to set a credit limit.

• Open the customer's details or edit their profile.

• Look for an option or field labeled "Credit Limit". 

• Enter the desired credit limit for the customer. This could be a specific amount or a maximum credit balance they can have.

• Save the changes to update the customer's profile with the new credit limit.

• Set this field blank for not having any credit limit for customers.

To display product unit price in POS product suggestion follow the below steps:

• Navigate to the "Settings" section and go for "Business Settings".

• Look for the option "POS" settings and click on it.

• Within the POS settings, search for an option called "Show pricing on product suggestions tooltip".

• Enable or check the option to display the product unit price in the POS product suggestion.

• Save the changes to apply the configuration.

• After enabling this option, when you start typing or searching for a product in the POS system, the product suggestion list should now display the unit price alongside the product name or code. This allows you and your staff to quickly identify the price of the suggested products during the sales process.

Leads is a person or organization who has shown an interest in your company's products or services.

(goal of converting them into a customer) 

Leads

• Go to CRM -> Leads and click add to add leads. 

  • In the Add Lead form, fill in the details of the new lead, such as the lead name, email, phone number, and address.

  • You can also add additional details such as the lead source, lead status, and any notes.

  • Once you have filled in all the necessary details, click on the "Save" button to create the new lead.

• Add/Edit/Delete leads

• Convert leads to customer https://support.thulo.com/articles/how-to-convert-leads-to-costumer

• Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.

• Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)

Leads Category

• Go to CRM -> Category 
• Click on the "Add" button located in the top right corner of the screen.
• In the Add Lead Category form, fill in the name of the new lead category. Once you have filled in the  details, click on the "Save" button to create the new lead category.

Leads Sub Category

• Go to CRM -> Sub-Category 
• Click on the "Add" button located in the top right corner of the screen.
• In the Add Lead sub-category form,select the category and fill in the name of the new lead subcategory. Once you have filled in the  details, click on the "Save" button to create the new lead sub-category.

CRM system is designed to help businesses manage their relationship with the customer.

CRM can help a supplier to identify and target the most profitable customers, as well as track customer behaviors and trends. This information can be used to develop effective marketing and sales strategies, as well as improve customer service.

Here we can add leads (https://support.thulo.com/articles/how-to-add-leads), customer category and sub-categories, follow ups, campaigns

Businesses often create customer groups to better understand and cater to the needs and preferences of different customer segments. By doing so, businesses can improve their marketing strategies, product offerings, and customer service to better meet the specific needs of each group. For example, a company may create different marketing campaigns for different customer groups or offer personalized discounts and promotions to specific groups based on their past purchasing behavior.

• To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button.
• It will show a popup asking for customer group name & Calculation Percentage.

• Fill in the details of the customer group in the provided fields. This may include the group name, description, and any other relevant information.

• Depending on the capabilities of Workplace, you may also be able to assign specific privileges or settings to the customer group, such as discount rates or special permissions.

• Once you have filled in the necessary information, save or submit the customer group to create it.

• The customer group will now be available. You can assign customers to this group when adding or editing their profiles.

Calculation percentage is used to calculate selling price.

Example:

• Suppose if the Selling Price set for a product Product1 is Rs.200
• Customer Group Name = Friend

Calculation Percentage = -20

• Note: -20 (notice a minus sign) or you may set it 20 = +20%
• And you have created a customer with Harry with a Customer Group assigned as Friend.
• Now go to POS or Sell screen. Select the customer Harry and add the product1.
• You will notice that the selling price set for the product1 will be 200-20% = Rs.160

This is how Customer Group works.

Customer Group does an internal calculation and applies the calculation percentage to the selling price. It will not show a separate discount on the invoice or the pos screen.

This feature is highly useful when you have retail, wholesale or different customer categories.

You can view reports for different customer groups from “Customer Groups Report” or in other terms if you have a retail and wholesale customer group you can see which type of customer group is giving more sales.

• To Send SMS notifications you need to setup SMS configuration details.
• Go to Settings -> Business Settings -> SMS settings
• Here you’ll find 3 different service type: Nexmo, Twilio, and others.

• From here we can set up SMS for most of the vendors having support for REST API, most of the support it. If not then check with your provider
• Go to the REST API documentation of your vendor. Contact your vendor if you can’t find it.

Different versions or options of a particular product that are available for purchase. These variations can include differences in size, color, materials, features, or any other characteristics that distinguish one version of a product from another.

Variations can be added from the Products -> Variations menu. These variations are used in variable products product.

• Go to products -> Variations, and click on add menu.

Example of variation:- Jeans can have multiple colors, so add variations called Colors and provide the value for it.

NOTE: Delete variation option will not be shown for variations that are already used in some products

• A particular price group is a subset of customers who are offered a specific pricing structure or discount. Price groups are often used by businesses to offer targeted pricing to specific customer segments, based on factors such as their purchasing volume, loyalty, or demographics.
• Sometimes you may want to assign a particular or few selected price group to a user. In that case, create a role with the desired permission & price group assigned.
• You must assign at least one price group for a role if that role has permission to sell.

A supplier provides goods or services to a customer, while a customer purchases goods or services from a supplier. The relationship between suppliers and customers is essential for a successful business transaction, as both parties rely on each other to achieve their goals.

Go to contacts-> customer or supplier

To view details about a Supplier or Customer click on the ‘View’ button.

It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.

Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

• Services are intangible products that are provided to customers, such as restaurant services, consulting, repair, or maintenance services. Services are non-physical goods that cannot be touched or seen but provide a specific value to the customer.
• Types of service are mostly used in restaurants, for example, Dine-in, Parcel, Courier, 3rd Party Delivery, etc.
• Based on the type of service you can change the price of the product by linking types of services to the selling price group.
• You can add packing charges (fixed or percentage)
• Also, you can add more information like in custom fields.

How to enable Types of Service?

• Go to Settings -> Business Settings -> Modules -> Check the “Types of Service”, and save it.

1. To view contacts ledger you have to Go to Contacts -> Customer and click on the actions button

In that  you will be able to see Ledger for the customer.

2. To view supplier ledger you have to Go to Contacts -> supplier and click on the actions button

In that  you will be able to see Ledger for the supplier.

Knowledge About POS

When we click on POS bottom it display the cash register tab.

• Cash Register gives you an overview of a particular user/cashier session
• Whenever a cashier opens to POS screen she must Open Cash Register by entering the “Cash In hand”
• If the cashier has access to more than one location then location also needs to be selected
• Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view product list on the right side of your computer whereas on the left side you can select customer type, search product detail , Add discount and you can select the payment method.
• POS screen also displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.
• To close a cash register click on Red Color – Close Register Button. On closing Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields.
• To view all cash register Go to Reports -> Register Report. Here you view all cash register details.
   

How to add users 
1.       User Management -> Users -> Add New
2.       Fill in the user details, select the user role, and give a unique username.
3.       Is it active? : Activate/Deactivate the user.
4.       You can edit/delete a user

• Go to Payment Accounts -> List Accounts, click on Add button
•  Fill in all the details like name, account number, Account type, opening balance, Account details & notes.
•  Account Details: Here you can add any additional account details, like for example UPI ID, SWIFT code, BIN number, etc which vary depending on the accounts.

How to add Payment Methods

• Go to settings->business locations and click on add/edit business locations.
• In Add/Edit business location you can select the default payment account for each payment method. If the payment account is linked then when adding a payment for sales/purchase/expense, on selecting the payment method the payment account will be automatically selected.
• Select Business Location which will be enabled for business location and link the payment method to a payment account.

How to Transfer stock

• Go to Stock Transfers -> Add Stock Transfers

Note: Status should be Complete for the transaction to complete
Once the status is marked completed stock transfer cannot be edited. But can be deleted
Stock transfer can only be edited when the status of the transfer is pending or in transit.

Stock Adjustment.

Stock Adjustment helps you decrease the goods you hold in stock, you can enter manual stock adjustments. It’s generally used to write-off damaged stock, or to adjust quantities after a stock take.

To create a stock adjustment

• First, go to “Add Stock Adjustment”
• Select the Business Location & date
• Select Adjustment Type (Normal Or Abnormal). Normal Or Abnormal is generally used to classify adjustment.
• Generally Normal Adjustment meaning: Adjustment for normal reasons like Leakages etc.
• Abnormal meaning: Adjustment for reasons like Fire, Accident etc.
• Add the products & quantity you want to decrease the product.
• The total amount recovered: Sometimes you can recover some amount from the damaged stocks, like from insurance claims, selling of scraps etc. If there is no amount recovered then you can simply make it 0. The recovered amount is taken into consideration when making a profit & loss report, it is added to the total profit/loss.

How to add products ?

• Go to –> Products -> Add Products. (Provide a Product Name, Brand, Units, Category, Sub-category)  Note:- SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it.
• Business Location: Select the business location(s) where this product can sold or purchased.
•  Select the Applicable tax for that product. Adding Tax

When selecting a Single product – You will need to enter the Default product price including/excluding tax, Profit Margin % (you can set the default profit margin from settings -> Business Settings; this will help to type % every time). Based on the profit margin it will auto-calculate the selling price excluding Tax. You can also enter the selling price manually and it will auto-adjust the profit margin for you.

Whereas for Variable of products:

• Applicable to a product having variations (like size or color or design or flavors etc)
• You can define variation templates from Products -> Variations. The advantage of creating variations is that it saves time to add same variations multiple times.
• When selecting Variable product – It will display different fields to add all variations and its related Purchase price, Selling Price. You have to select the variations from the dropdown and it will auto-populate the variations for that template. You can change the variable name, Variation values.
• To give same purchase price or selling price or profit for all variations of a product click on the double tick present in the first variation.

For Combo or Bundle Product

• Combo product are also called bundle products.
• It is offering several products as one combined product.
• Stock of bundled product depends on stock of individual products present in that bundle.
• When the bundle product is sold, stock of all products inside them is automatically deducted.
• Individual products present in bundle product can also be sold separately.
• Bundle products cannot be purchased, only individual products present in it can be purchased.

How to Import products in Workplace?

• Go to Products -> Import Products Download the template file.

• Fill all the information as per the displayed columns name & instructions. Don’t remove the heading from the template file.
• Import the file

Common Errors While Importing Products:

Error: UNIT not found

• Solution: Make sure the unit you provided in excel file is already present in the system. Go to  Products -> Units, add the unit & import the file again.

Error: The separation symbol could not be found the separation symbol could

• Solution: Format your cells in excel as text in your excel for the expiry date field and give the date as specified(11-25-2018).

Not well-defined error:
Many times it can show some not well-defined errors like “non-numeric value encounter” or others.
In this case, the best way is to split your import into multiple files.
For example, if you’re importing fil with 500 products, divide it into 2 files of 250 each and import it.

How To Export Products:

• The products can be exported in excel formats from the list products screen.

<p dir="ltr"><strong>How To Add Category &amp; Sub-Category</strong></p> <ul dir="ltr"> <li>Go to Product -&gt; Categories -&gt; Add</li> <li>Add Category name, category code(HSN code)</li> <li>If the category is sub-category select &ldquo;Add as sub taxonomy&rdquo; and select the parent category.</li> </ul> <p><img alt="" src="https://support.thulo.com/assets/js/ckeditor/plugins/imageuploader/uploads/57c8d382.jpg" style="height:11%; width:50%" /></p>

Three ways top print labels.

• From the Products Sidebar menu Products -> Print Labels.
• Go to Products -> View Products and click on Actions -> Labels. This will add the selected product to the print label list.

• Go to Purchases -> List Purchases and click on Actions -> Labels. This will add the products from the selected purchase to the print label list.

• Go to –> Purchases -> List Purchases Return and  click on add.
• Type Supplier Name or Business name in the Supplier field.
• Enter Purchase return reference number, Purchase return date
• Type product name or scan the product barcode number. It will show related matched products, select a product to add it to the purchase return list.
   

• Every new business comes with some default roles – Admin & Cashier. Admin has all permissions in the application. Cashier has permission only in the POS section.
• Go to user management -> roles, and click on  Add button -> Giving a role name and then selecting the appropriate permission for that role.
• Sometime you may need to give a user access to a/some particular location(s) only. In this case, select the locations from “Access locations” permission. Select “All Locations” to give permission to access all locations for your business.
• Roles permissions can be edited & Deleted.

• Don’t add Tax Rates in settings

• Go to Settings –> Business Settings.

  • Go to tax and Uncheck “Enable inline tax in purchase and sell“

  • 

  • Go to products and Uncheck “Enable Price & Tax info“

  • 

  • Go to sales and Select “Default Sale Tax” as None

  • 

• To add, Go to settings -> types of services,click on add button
• Add a name, description
• For each location select the Price Group that will be applicable. Select Default Selling price for selling in default price of the product.
• Enter packing charge, leave empty if not applicable.
• Enable custom field: this will enable some custom fields in the type of service in POS screen

• Go to Add Sales or POS screen.
• Enter the name of the service.
• If you have enabled “Enable Product description, IMEI or Serial Number”, then it will show you a popup to add a description. If you haven’t enabled description you can click on the button as shown in the image below.
• To print the description in the invoice, go to Setting -> Invoice Settings -> Invoice Layout. And click on the layout you’re using. Enable “Show sale description“. And Click on “Update” to update the invoice layout.

• Now it will display the Description you entered on the invoice or receipt.

• Go to List Products
• Actions > Add or Edit Opening Stock

NOTE: If you have already added an opening stock and have to edit it, follow the steps below.

1. Click the ‘+’ symbol.
2. A new row will be created
3. Add the new amount there

To make the opening stock to ‘0’, add a negative value in step 3

Eg:- If the existing opening stock is 10, add -10 to make the stock quantity to 0 or if you add a negative amount (-4) then the amount will be 6.

• Go to products -> Selling Price Group
• Click on “Add” button to add a new price group.

For example Retail price or WholeSale price or Bulk Purchase price or Location 1 price etc as per your wish.

• You can view a list of selling prices in “Selling Price Group” screen.

• In Add/Edit product screen in the bottom, you will find the button “Save & Add Selling-price-group price”. Click on that button.

Note: This button will not be visible if there are no selling price groups.

• In the next screen, you will see the list of the product name (if variable product then all variations), the default price & selling price groups price. Enter the prices for it.
• Click on Save.

• Go to POS.
• In the top, you will see the list of selling price groups. Select the one as per your requirement.

• Note: This will not be visible if there are no selling price groups or if a user is assigned only one particular price group only.
• Select the price group & the selling prices for the product will be as per the price group.

In case we have to upload the same products multiple times we can duplicate the products.

• Go to products -> List products , click on action and duplicate products.

• Error 1: Mismatch between sold and purchased quantity
• Error 2: Mismatch in stock shows in Stock-Report and sales screen. Sales screen accepts products greater or less than as in stock reports.

This rarely happens because of some unknown reasons or if you try to manually update the stock in the database.

Solutions:-

NOTE: You must have the role of admin for this to work.

Step 1:- Go to url (/reports/product-stock-details) 

Step 2:- Select the business location and press search button. It will show the list of products for which there is a mismatch.

Step 3:- Click on the Fix button for each product.

Go to Bookings -> Add new bookings, select the table, services and date.

(A popup display appears on your screen after the booking process is completed which helps restaurants to inform customers the table is booked via emails and sms services.)

How to change the status of booking?

Click on booking to change status.

Repair module helps with complete repair service management of electronic goods like Cellphones, Computers, Desktops, Tablets, Television, Watch, Wireless devices, Printers, Electronic instruments, and many more similar devices which you can imagine!

Follow these steps:

Step 1:- Go to Settings -> Business Locations.

Step 2:- Edit business locations

Step 3:- In edit screen you can select multiple products that can be featured in pos for this location.Select feature products in edit business locations.

Reward points are a type of loyalty program used by businesses to incentivize customers to make repeat purchases or engage with their brand in other ways. The concept behind reward points is relatively simple: customers earn points for certain actions, such as making a purchase, referring friends, or engaging with the company on social media. These points can then be redeemed for rewards such as discounts, free products, or exclusive experiences.

• Go to Settings -> Business Settings -> Reward Points Settings.
• Click on Enable Reward Point and it will get enabled.

• Go to list products-> edit and modify product price, tax & discounts.

NOTE: Option for different tax in products will be shown only if 

• Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell

Go to settings -> Invoice setting -> Invoice layout 

Step 1:- Edit an invoice layout

Step 2:- Scroll down to the QR code section at the bottom

Step 3:- Click Show QR Code

Step 4:- Enable all the fields required in QR code, like, Business Name, Invoice URL, and others

Step 5:- Save the invoice layout. Print an invoice and you’ll see the QR code in the invoice

Step 6:- Show Labels: Enable this option to show the labels(key-value pair) in QR code

Step 8:- ZATCA (Fatoora) QR code: Enabling this will generate a QR code in LTV-base64 format.

By default, there is “Walk-In Customer”. You can search for a customer by name/customer id or phone number or can add a new customer by clicking the plus (+) button “Add Customer”.

• To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will be deducted.

• To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button

• Then on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit.

Suppose invoice amount is Rs.11000, customers pays Rs.7000 cash and Rs.4000 through card, then follow these steps:

• Click on multiple pay button

• Select the payment method and enter the amount paid by the customer. (Rs.7000 in our example)and click on add payment options.

• Fill the detail.
• Click finalize payment.

To convert a draft/quotation to sale invoice, follow the steps below

• Go to List draft / List quotation. Click on the action button.
• Select edit in the dropdown.

• Change the status from draft/Quotation to Final and save it.

Suspend Sales means unfinished sale or hold Sale.

Suspended sales stock gets deducted from available stock. You can view all suspended sales by clicking on the Yellow Color button present in the very top right of the screen (above the date).

Some Use Case of Suspended sales

• In a grocery store, if you have a suspended button, you can suspend particular customers' sales and entertain another customer, when his comeback you can proceed with his sale.
• In restaurants, you can suspend the order of customers if not yet paid, and finish it when they finish eating and pay their order, so you can proceed to final sales. You can put Table 1, Table 2, Table 3… so when they finish it’s easy to identify table 3 going to pay.
• In hotels lots of customers check in, stay for 2 nights and order some food and customers say, just charge to room 024. So you can suspend their orders and edit if there is some additional order and suspend again. Until the end when they pay their bills. on Hotel, on Reference Number: Room 009, Room 012

To add bulk sales to the system, you can use this feature.

How to import sales?

• Go to Sale > Import Sale.
• Click the ‘Download Template’ button to download the template file.

• Once downloaded, open it and add the required details. While adding the details follow the instructions mentioned on the import sale page itself.
• Save the excel file and upload it by clicking the choose file button and pressing submit button.

NOTE: It may display some error after uploading if some data added in the excel file are not as per mentioned in the instructions.

Change it accordingly and proceed.

Go to System Settings & enable the below modules

• Tables
• Service Staff
• Modifiers
• Kitchen

Note 1: Enabling Tables & Service Staff will automatically enable the Bookings module.

Note 2: Enabling Tables & Service Staff will automatically enable the reports for it. “Table Report” & “Service Staff Report”.

• To See the commission amount, Go to Reports -> Sales Representative Report.

• Select the User for which you want to see the commission amount.

• On selecting it will show you the detailed summary of Total Sale, Total Sale Commission & Total Expense. Also, the table below lists all the transactions.

NOTE: Sales commission is calculated without shipping or tax. Sales commissions are from the sales of the items, not the overhead cost such as taxes, freight, shipping, handling, etc.

By default Commission Agent is Disabled.You can enable it from 

Settings -> Business Settings -> Sales, Sales Commission Agent drop-down.

You will see three different types:-

Logged in User: If this Option is used then the Logged in User will be automatically considered as the commission agent for the sales added by them. Meaning the user adding the sales the sales will get the commission for the sales.

Select from User’s List: If this option is enabled then in POS & Sales Screen you will see the list of “users” present in your business. The user adding the sales will select the commission agent from the list of users displayed.

Select from Commission Agent List: If this option is enabled then in POS & Sales Screen you will see the list of “Sales Commission Agents” present in your business. The user adding the sales will select the commission agent from the list of “Sales Commission Agents” displayed.

Select the option as per your business requirements.

• Quotations can be copied or duplicated.
• Go to Sale -> List Quotations -> Actions -> Copy Quotation.

• On Enabling Types of service in POS screen you will see the option to select Type of service.
• Before adding a sale select the type of service and enter the relevant details.

You can show the type of service information in receipt by enabling it from Invoice Layout

Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. “Pay Due amount” this option is not displayed if there is no payment due.

Rounding helps to round the total payable to the nearest currency exchange available.

To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method.

Amount rounding method

• Round to nearest whole number: It will round the payable value to nearest whole number. For example 1.49 will be rounded to 1.00, and 1.51will be rounded to 2.00
• Round to nearest decimal (multiple of 0.05): It will round the payable value to nearest decimal number which is multiple of 0.05. For example 1.49 will be rounded to 1.50, 1.51 will be rounded to 1.50,  1.59 will be rounded to 1.60, 1.54 will be rounded to 1.55

Similarly all other rounds to the nearest decimal number work as per the multiplier.

• Go to Products -> Selling Price Group.
• First download the excel file with the selling price group by clicking on “Export Selling Price Group Prices” button.

• In the downloaded file change the price of products.
  • Only selling price group prices of the product will be updated, not the SKU or name.
  • Any blank price will be skipped.
• Then import the file.

A Selling Price Group is a pricing strategy used in retail and e-commerce businesses that allows for products to be grouped together and sold at different prices based on various factors such as customer segment, location, or quantity purchased.

In add/edit roles you can set which all selling price groups will be visible to that role. So in the cashier role, you can uncheck/remove permission for all other selling price groups except the one you want to show or use for the cashier.

Go to products-> list products, click on actions of the products that you want to delete, and click on delete.

Deleting a product will remove the products from the database.

NOTE: This delete will not work if the product has some transactions related to it. Transaction can be Opening Stock, Purchase, Sales or Stock transfer of the product.

It will show some error like:

• Product can’t be deleted because purchases related to this product exist.
• Some products couldn’t be deleted because they have transactions related to them.

Adding Warranty: Add warranty types by going to Products -> Warranty.

Assigning warranty for products: Go to Add/Edit product and select the warranty that is applicable for the product.

Sell with warranty: Any products which have warranty assigned when sold will use the transaction date as start of warranty. You can display warranty in receipts by enabling it from Invoice layout.

A cash register used to record sales transactions and process payments in a retail or hospitality setting. It typically includes a cash drawer for storing money, a display for showing the transaction total and other information, a keyboard for entering prices and quantities, and a receipt printer. Cash registers can also be equipped with barcode scanners, credit card readers, and other features to streamline the checkout process. They are used to accurately track sales, calculate change, and provide a record of transactions for inventory management and accounting purposes.

• Cash Register gives you an overview of a particular user/cashier session
• Whenever a cashier opens to POS screen she must Open Cash Register by entering the “Cash In hand”

• If the cashier has access to more than one location then location also needs to be selected 
• Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register details by clicking on the “Register details” button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.
• To close a cash register click on Red Color – Close Register Button. On closing the Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields.

• To view all cash registers Go to Reports -> Register Report. Here you view all cash register details.

• Enable “Service Staff” module as explained above
• After Service Staff is enabled go to User Management -> Roles.
• Go to – Create or Edit a role. Check the “Service Staff” checkbox for User Type to assign Service Staff permission to it.
• Orders are assigned to Service Staff in POS screen.
• “Service Staff” can see a new menu “Orders” which will help them to know all the orders for them. They can view the order item and change the order status.
• Enable service staff for each product in a sale: To assign different service staff for each product in sales/pos screen, go to Business Settings -> POS -> Enable service staff in product line

• Enable “bookings” module. 
• Go to the booking section from the left navigation.
• There you will see all “Today’s Bookings”
• Also, a calendar is present where you can “Double” click any date to add bookings for it. In add booking screen you can select the Location, Customer, Correspondent, Table, Service Staff, Start & End time. Also, notifications can be sent to customers.

• Helps sell the same product at a different price in different business locations.
• Go to Add/Edit Business Location and select the Default Selling Price Group, if not selected then products default price will be used.

To enable warranty in products go to Settings -> Business Settings -> Products -> Enable Warranty.

• Go to Reports -> Stock Expiry Reports.
• Here you can filter stock “Category”, Brands, “Stock expiry date”

• Go to settings -> Business locations.
• In Add/Edit business location you can select the default payment account for each payment method.

• If the payment account is linked then when adding a payment for sales/purchase/expense, on selecting the payment method the payment account will be automatically selected.

After getting the commission amount, We have 2 ways to make payment for the commission.

Using expense: 

Calculate the commission from the sales representative report and after paying the amount add it as an expense in Add Expense menu.

In Add expense, select the Expense-For dropdown

Using HRM module: 

In the HR module, when creating payroll for a user, it will automatically include the sales commission.

Sales commission will be shown as Payroll-Components so that the business owner and the user both know details of the commission.

 Theme color is a color scheme used throughout an application to create a consistent and visually appealing look and feel.

Go to Settings -> Business Settings -> System (tab)

• To enable expiry go to Settings -> Business Settings -> Product section. And check the “Enable Product Expiry” checkbox.
• On enabling Product expiry, you can choose either “Add Item Expiry” or “Add manufacturing date & Expiry Period”
  • “Add Item expiry” -> Choose this option if you want to directly add the expiry of the item to the purchase screen.
  • “Add manufacturing date & Expiry date” -> Choose this option if you want to add the manufacturing date of the item and the expiry period. Based on the manufacturing date and expiry period it will auto-calculate the expiry date. And this expiry date can be edited. You will have to add an expiry period for the product in the “Add or Edit Product” screen. And the manufacturing date in the “Add Purchase” screen.

• “On Product Expiry”-> With this option you can set what the system should do when a product expires.
  • “Keep Selling” -> Choose this option if you want the application to keep selling the product even after expiry.
  • “Stop Selling n days before” -> Choose this option to stop selling the item n days before the expiry. You will have to specify the value of n (which is the number of days before to stop selling)

Transferring funds between payment accounts can be useful for a variety of reasons, such as paying bills, making purchases, or sending money to employees. It is important to ensure that the payment accounts involved in the transfer are valid and that there are sufficient funds available to complete the transaction.

• You can transfer funds between the payment accounts.
• In the Payment Accounts -> List Accounts, click on fund transfer.

Simply product expiry date is a date after which a product is no longer considered safe or effective to use. The expiry date is usually printed on the packaging of a product, and it is determined by the manufacturer based on factors such as the ingredients, storage conditions, and expected shelf life of the product.

• Make sure the product expiry feature is enabled as mentioned above.
• Go to invoice layout and enable “Show Product expiry”

If the product expiry date is added when adding Purchase or Opening stock then when making sales it will display the product expiry dropdown. Select the expiry date which you want to sell.  Then in the print invoice, it will show the expiry date.

A purchase order is a document issued by a buyer to a seller, indicating the type, quantity, and agreed-upon price of products or services that the buyer intends to purchase. It typically includes details such as delivery date, shipping address, and payment terms.

• After Enabling Purchase order, inside Purchase you’ll find the Purchase -Order menu.
• Go to add Purchase order, fill in all the details and save it.
• Stocks are not added on issuing Purchase orders.
• Once a Purchase order is created you can print it and send it to the supplier.

On receiving Purchase orders the supplier issues a sales or invoice.

• Go to Purchase -> Add Purchase, select the supplier.
• On Selecting it will populate the list of all Purchase orders related to the supplier on the “Purchase Order” dropdown.
• Select the Purchase Order and it will auto load the products for that order with the product’s price, tax, discounts applied automatically as the sales order.
• You can increase or decrease the quantity.
• Save it and the status of the Purchase order will change automatically.

On approval of sales orders, you can create sales from the sales order.

• Go to Sell -> Add sales, select the business location & Customer.
• On Selecting it will populate the list of all sales orders related to the customer on the “Sales Order” dropdown.
• Select the Sales Order and it will auto load the products for that order with the product’s price, tax, discounts applied automatically as the sales order.
• You can increase or decrease the quantity.

Business Settings 
Business Settings allows you to set some of the common business-related information.
Here you can change:

• Business name
• Start Date
• Set Default Profit margin
• Currency
• Currency Symbol Placement:
• Timezone
• Logo
• Financial year: For some countries, the financial year starts from January and for some it starts in April. Here you can set the appropriate option for your country.
• Stock Accounting Method
• Transaction Edit Days
• Tax information

Product SKU prefix: Enable this feature to generate a prefix for Product SKU. Once enabled, while adding a new product the SKU field with add this prefix along with the input given or if left empty will autogenerate a value along with this prefix.
Default credit limit
Default Sales discount
Default Sales tax
Business Setting > Contact > Default credit limit: The credit limit provided here will be used as default value when creating a customer or supplier
Business Setting > Sale > Default Sale Discount: The default discount will be used for all sales in POS & Add sales screen.

Setting Invoice Scheme
To configure go to Settings -> Invoice settings
Click on Add and select a scheme format.
Format can be XXXX or <year>-XXXX
You can also provide a custom prefix, invoice start number, number of digits in the invoice number.
The preview box will display the preview according to the chosen option.
You will need to set a default invoice scheme for a business to use it.

Barcode Settings

• Go to settings -> Barcode Settings -> Add
• Enter a descriptive name of the setting. Add some description for your information.
• If you’re using a Roll, then check the “Continous feed or rolls” checkbox.
• Enter Additional top margin (In Inches), Additional left margin (In Inches), width of the sticker, Height of the sticker, Paper width, Paper height, number of stickers in one row, distance between 2 rows, distance between 2 columns and the total number of stickers per sheet.
• Some of this information are not needed for Continous feed or rolls.

Setting Notification SMS

• To Send SMS notifications you need to setup SMS configuration details.
•  Go to Settings -> Business Settings -> SMS settings
• from here we can set up SMS

Setting Notification Email

• Go to Settings -> Business Settings -> Email settings
• Add all the Email SMTP configuration details & it will work.

Business-level mail setup

•  For sending mail notifications, the business-level mail setup should be done.
•  For this provide the required details in Settings -> Business Settings -> Email settings

IT'S SIMPLE!

Selling your products and services online is very SIMPLE, NepBay has created a simple platform which is easy to use and manage. 

To start selling online at NepBay, please follow the guideline below, STEP by STEP.

STEP 1: Register a New Account at Thulo.Com

It is free to create your account at NepBay and start selling online. If you already have registered an account at NepBay, you can just click here to login to your account and upload your product. Or if you are new to NepBay, Click Here to Register or visit here: https://nepbay.com/member/register

STEP 2: Upload a Product

Now after logging into NepBay, you can click "Sell a Product", and continue to sell. 

STEP 3: Provide Your Product Information

Here you need to provide your product information and click "Save and Continue" to provide product information. Upload product photo and further information. And just save it. 

Congratulations!!

Your product is now live for sale. That's it. 

It usually costs sellers more to ship some items. So, sometimes they choose to add a delivery charge. The delivery charge is waived off by some sellers if you shop with them for a certain amount. For more information, check the individual seller's policy on the product page.

To point your domain to an IP address using A records, follow the instruction below:

1. log in to your Gurkha.Host account.

2. Under the Domains menu go to "My Domains"

3. Now click on the domain name you would like to update:

4. Now click on DNS Management after disabling the registrar lock of your domain (if there is any):

5. Now enter the appropriate values and save.

In the first field; Hostname enter "@" or appropriate value, in "Address" enter the IP address and you can leave priority blank.

Now save and your DNS is saved. 

Please remember, it might take up to 72hrs for DNS changes to propagate over the internet. However, happens much faster in most of the cases within 2-4 hours.

How To Add Expenses? 

To add Expenses.

Allows you to add expenses for an employee. These expenses can be Salary, Bonuses, Perks, travel expenditure or anything else.

• Simply create a category for the expense you’re adding. Adding relevant categories helps you to classify expenses and analyze them.
• Go to Add Expenses, fill the details, select the relevant category and select the employee name expense for fields.
• Add the expense.
• To view details of all expenses for an employee go to “Sales Representative Report” and select the User. It will show the total expenses for the employee. You can also view the list of expenses from there.

 Expense for Customer or Supplier: To add expense for a customer or supplier select the customer/supplier name from the expense for contact dropdown.

 Expense Categories: Manage your expense categories
Go to Expenses -> Expenses categories -> Add categories, fill the details. 

Here we will guide you about the payment options available at thulo.com. Further, we will provide links to the individual payment methods for you to choose to pay online or receive payments while sell goods online at thulo.com.

IT'S EASY!!!

It is really GREAT that you have decided to start shopping online at NepBay. Here, we would like to provide you step by step guide to shop any products from the sellers in NepBay. 

So, we said "IT IS EASY", shopping online at NepBay. Lets learn how it is done:

STEP 1: Register a new account at NepBay.

Before you actually shop at NepBay, you need an account, if you already have the registered account at NepBay, you can login here: or visit here: https://nepbay.com/login to Create a New Account

STEP 2: Browse the product you would like to buy.

Now, you can search for the products or visit the product link directly to see products details. Next to product photo, you will see "Add to Cart", button. Click it. A popup box will appear asking you "Continue Shopping" or "Checkout".

If you are looking to order only a single item, you can click "Checkout" or click "Continue Shopping", if you would like to buy more products. 

STEP 3: Checkout from the shop.

"Add to Cart", button helps you add the products you would like to order together from a seller into your own shopping cart and checkout. 

When you finished with adding products to cart, you can click "Checkout", to provide billing and delivery details and complete your order. 

STEP 4: Provide Delivery Information & Choose Payment Option. 

We have enabled a single page checkout option, where you can login, provide billing and delivery address and choose payment options available in that store. You can also choose between the delivery options available to your address. 

STEP 5: Finalize Your Order:

Now after filling all the information and choosing delivery options and your preffered payment option, either you will be redirected to payment gateway website to complete your order or confirm your order with "Cash On Delivery" or "Pick at Store" for offline payment options. 

Currently, there is no option to club orders from different sellers to be delivered together as sellers could be located in different locations and the delivery timelines would vary based on their partnered courier service providers. To ensure your items reach you at the earliest, each seller ships their products as per their individual timelines.

There are NO hidden charges when you shop on NepBay. The price you see on the product page is final and it's exactly what you pay.

Note: There can be additional delivery charges based on the seller's policy.

Products sold by Sellers with NepBay Assured badge are shipped in packages with waterproof plastic wrap.

Fragile items like electronics are safely secured with bubble wrap. Other Sellers also follow standard packing procedure. Sellers are rated on packaging quality and affects overall seller rating.

Items with the NepBay Assured badge are extensively quality checked from storage to transit safe packaging and also comes along with fast & free delivery from our best sellers.

Free shipping for orders above Rs. 500

Yes, there is a filter available through which you can shop only for items with the NepBay Assured badge.

'Instant Cashback' is applied directly to the product or order value in your cart and you do not have to wait for the cashback to be credited to your bank account/credit or debit card at a later date.

With "Find Products", tool you will be able to search products in NepBay. Find Products tool will help you find the right products based upon your search keywords & pharases. 

Here at NepBay, "Find Shops" tool helps you find the shops near you for the products you are looking to buy. You can filter through different categories and shops by location. 

ThuExpress is the delivery and logistics wing of Thulo Group. ThuExpress helps small business to fulfill their online and offline orders. With ThuExpress you can get your orders delivered to your doorstep.

Delivery & Shipping Options Offered by ThuExpress:

Thulo.Com delivers goods to your home or office or the location of your choice all around Nepal. We provide following delivery options to our customers.

Free 3 Days Delivery

This is the most famous delivery option available for customers in Kathmandu Valley, including of all the cities within Kathmandu, Lalitpur & Bhaktapur districts.

Free 7 Days Delivery

This option is available for rest of Nepal, where we provide free home delivery to our customers all over Nepal.

Express - 2 Hours Rapid Delivery:

Currently this delivery option is availalbe within Kathmandu Ringroad, and is available in selected products including of grocery products. 

Express - Same Day Quick Delivery:

This delivery option is availabe inside Kathmandu Valley (5KM from Ringroad), where Thulo.Com logistics team will put their best effort to deliver the goods you have orderd from us within the same day of ordering. Same Day Delivery means, all orders placed before 10:AM everyday, excluding Saturdays are delivered within same before 6:00 PM in the evening. 

Express - One-Day Delivery:

This amazing delivery option allows you to get your ordered items delivered within 24hrs of your order. One Day Delivery represents the 24hrs time span after the order is placed. One-Day Delivery option is currently available within the range of 10 Kilo Meter of distance from Kathmandu Ringroad.

Express Air Delivery:

This delivery options are available within airport cities of Nepal, and which is subject to the flight condition in that area. Delivery are dispatched everyday at 10:00 AM and 2:00PM. 

International Regular Shipping:

This shipping is done through by land and through seas, This is the most affordable shipping option available. Global delivery depends upon your location and the time taken by the cargo ship to reach your destination. Generally this options allows you to receive your order within 90 days anywhere in the world. Prices are affordable and calculated at the time of checkout. 

International Express Shipping:

This shipping options is express shipping option where your orders are dispatched within 3 days and delivery time takes maximum of 15 days anywhere in the world and happens within 7 days in most part of the world. This is express delivery option where orders reaches you much faster and you pay very low prices. Our International Express Delivery is handled by Nepal Government Postal service through its global network of National Postal and Delivery agencies. 

International Express Premium Shipping:

This delivery option are handled through service provider like DHL, FedEx, Aramex etc, where your orders are dispatched within 2 days and reaches you within 10 days anywhere in the world and within 5 days in most of the parts of the world. 

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Knowledge About WooCommerce Tab

API Settings

• Generating API key: Generate API keys by following this instruction as given in WooCommerce documentation.
  • In the permissions select Read/Write access.
• Copy Consumer Key & Consumer Secret and paste them in Woocommerce Consumer Key & Woocommerce Consumer Secret.
• Woocommerce App URL: Enter the URL where WooCommerce shop is set up.

For example http://www.yourstore.com

or  https://www.yourstore.com

IMPORTANT: Make sure to add HTTP or HTTPS before the woocommerce app url.

Enable Auto Sync: 

• If you want the products/categories to be auto-synced then enable this option.
• By default, Auto Sync happens everyday night. It can be configured programmatically to make it more frequent. But more frequent means more server load.
• NOTE: Cron job needs to be added for this auto-sync to work. Cron command is shown in “Backup” screen
• Once auto-sync is setup the sync log in the woocommerce module will show the activity log with a regular time interval (the default time interval will be 12 hours).

Product Sync Settings

• Default Tax Class: WooCommerce assigns a tax class to each item. Here you have to provide the default tax class which is used inWooCommerce.
• Sync Product Price: This specifies if the product price which will be sent to WooCommerce will include tax or exclude tax.
• Default Selling Price Group: Sometime you may want to have a different price in WooCommerce then that is POS. For that, you can create a Selling price Group in POS & assign that price group for WooCommerce. Price Group Document.
• Product fields to be synced with woocommerce while creating products: Here you can select the fields which will get synced to WooCommerce from POS while creating a new product.
• Product fields to be synced with woocommerce while updating products: Here you can select the fields which will get synced to WooCommerce from POS while updating an already created product. This option can be very useful if you want the POS to overwrite some of the fields while updating products.

Sync Orders:

This option is used to get all orders in WooCommerce website to UltimatePOS.

All newly created or updated orders after the last sync get added to UltimatePOS. A special tag is also added to the order to mark it as an order from WooCommerce.

NOTE: Auto-sync not working:

Reason 1:

• The auto-sync feature may not be enabled inside the Woo-commerce module.

Reason 2: The cron job is not added.

NOTE: Orders going to draft:

Reason 1:

• When order or sales from WooCommerce is synced with UltimatePOS, some orders may go to draft when the sufficient quantity is not available in UltimatePOS.

For example, an order from WooCommerce contains 10 Pieces of Pen, if only 7 pieces are available in UltimatePOS then instead of skipping the order, it goes to draft. With this, you can add a sufficient quantity of the products and make the order as final.

Reason 2:

• UltimatePOS uses the below order mapping.

‘pending’ => ‘draft’,

‘processing’ => ‘final’,

‘on-hold’ => ‘draft’,

‘completed’ => ‘final’,

‘canceled’ => ‘draft’,

‘refunded’ => ‘draft’,

‘failed’ => ‘draft’,

‘shipped’ => ‘final’

So, for example, if the order is pending in WooCommerce then it will be marked as a draft in UltimatePOS, similarly for other statuses.

NOTE: Automating Orders sync:

You can automate the order syncing by using the Order webhook described below.

Setting up Webhook:

• Go to WooCommerce -> API settings -> WebHook settings, there you will find Order Created, Order Updated, Order Deleted, Order restored webhook settings containing Webhook Secret & Webhook Delivery URL
• Copy the Webhook Delivery URL for Order Created and create a new Webhook in WooCommerce. For creating Webhook in WooCommerce refer to this document: https://docs.woocommerce.com/document/webhooks/#section-3
  • Name: Give any name which you can recognize.
  • Status: Active
  • Topic: Order Created
  • Delivery URL: Paste the order created delivery URL from UltimatePOS.
  • Secret: keep it blank.
  • API version: your API version 
• Click on “Save Webhook” in WooCommerce.
• Copy the Generated “Secret” from WooCommerce and paste it to Webhook Secret of UltimatePOS Order Created.
• Repeat the above process for all other (Order Updated, Order Deleted, Order restored)

This is a cheat sheet for the location of common scripts' configuration files. It's helpful to know the location of your script's configuration file(s) in case you ever need to make changes to it such as changing its database connection details. Some scripts have separate configuration files for their admin panels as well which are included in this cheat sheet.

./ refers to the directory where you have the script installed.

WordPress
./wp-config.php

Joomla
./configuration.php

Drupal
./sites/default/settings.php

phpBB
./config.php

OS Commerce
./includes/configure.php

./admin/includes/configure.php (admin panel)

CubeCart
./includes/global.inc.php

Zen Cart
./includes/configure.php

./zc_admin/includes/configure.php (admin panel)

PHPlist
./config/config.php

Gallery
./var/database.php

Moodle
./config.php

Coppermine Photo Gallery
./include/config.inc.php

1 ) Click on the "Cron jobs" icon within the "Advanced" section of your cPanel.

2 ) Locate the cron job you're wanting to delete under the 'Current Cron Jobs' section.

3 ) Click 'Delete' to the right of the cron job you're wanting to delete.

4 ) Click the 'Delete' button. 

If you’re on shared hosting using cPanel as the control panel, you’d probably has the same problem as mine. The ini_set function is disabled by the hosting company for security purposes. Yeah, I know it’s for security purposes, but if I have to use it, I have to use it.

So I’ve learned from others on how to enable it.

Go to your public_html directory.
Create an empty php.ini and place the following line into it, without the ini_set.
(Note: Best practice is to copy the line from your host server’s /usr/local/lib/php.ini and remove the function you want to enable)
 

disable_functions = allow_url_fopen, escapeshellarg, escapeshellcmd, ini_alter, popen, show_source

Open or create your .htaccess at public_html level and enter the following line.
suPHP_ConfigPath /home/%user%/public_html/

(Replace %user% with your account name)

That’s it.

This demo will show you how to generate a full backup through your cPanel.

A full backup of your account contains all content needed to restore your account to its current state (files/emails/databases/configurations). We recommend generating a full backup of your account before and after you make any MAJOR changes to your site. Once you've generated a full backup, you will want to make sure to download it to your local machine and then delete it from the server. Doing so will prevent your account from exceeding its disk space allotment.

[1] Click on the "Backups" icon within the "Files" section of your cPanel

[2] Click the "Download or Generate a Full Website Backup" button

Optional: If you want the backup to be stored on a remote FTP server, select the appropriate connection type from the "Backup Destination" drop down
[3] Enter your email address into the "Email Address" field

[4] Click the "Generate Backup" button

NOTE: Once the backup is complete, you will receive a notification to the e-mail address you entered in the "Email Address" field

You can add/remove dns records from the dns zone editor option in cPanel. Go through these steps below to know more on how to do so;

Step 1: Login to your cPanel click on dns zone editor under the "domain" section or you can simply search for "dns zone editor" in search bar.

Step 2: Select your domain and click on manage, then you can add/remove any type of DNS record you desire.

In cPanel File Manager you can set permissions for files. This means you can set who can read, write and execute a particular file. Sometimes you will need to change file permissions for script installations. 

To change file permission in cPanel:

1. Connect to your cPanel account
2. Go to File Manager (FILES section)
3. Navigate to the file  (you can also select multiple files)
4. Click the Permissions link from the top menu
5. Select the desired file permission in the Change Permission window
6. Click the Change Permissions button.

Some common values for file permissions are:

777 – anyone can read, write and execute the file
700 – owner can read, write and execute the file
666 – anyone can read and write the file
644 – anyone can read the file, only owner can write it
600 – only the owner can read and write the file
400 – no one can write the file; only owner can read the file

If you have SSH access to your account, you can change the file permissions by using the command:  

root@web [/]# chmod 400 filename.php

For security purposes, you might want to reset your cPanel passwords time and again. We offer multiple ways to change your cPanel password. 

Option 1: Reset your cPanel password from cPanel itself. 

• STEP 1: Login to your cPanel.
• STEP 2: Search for "Password & Security", click it.
• STEP 3: In password change page, enter your old password, enter new password, and confirm your new password by entering again. Now click "Change your password now!", to confirm your changes. 

Option 2: Reset your cPanel password from your Gurkha.Host portal.

• STEP 1: Login to your Customer Account at Gurkha.Host
• STEP 2: Goto "Services >>> My Services" in the menu.
• STEP 3: Now you will see the list of services you have purchased from Gurkha.Host, click on the hosting account whose cpanel password you would like to change. 
• STEP 4: Now in the service details page, on left side under "Actions" menu click "Change Password" and complete the process. 

NOTE: Please remember, Option 2 might not work for all hosting accounts in Gurkha.Host. If you are unable to change this way, use "Option 3".

Option 3: Request password change request by opening a new ticket. 

• In the scenario you need to open a new ticket and request password change. 

Some time the site takes too long to respond because the server response time in your configuration is low and the scripts doesn't gets enough time to load. To solve this problem, do as following steps mentions:

Step 1: Login to your cPanel account.

Step 2: Browse to MultiPHP INI Editor under the software section or simply search for "MultiPHP INI Editor" in the search bar.

Step 3: Then select the your desired domain/location and then edit the configuration files to increase your initial server response time.

The Installed Modules table lists all of the PEAR packages that exist on your server.

For each installed PEAR package, the table displays the following information:

Sometimes you will not be able to browse your site or login to your cPanel account normally as your IP could be blocked by our server firewall due to failed login attempts or failed IMAP login attempts.

In this case, you need to raise a ticket and mention your problem and send us your public IP address along with your ticket, our server administrator will remove your IP from the blacklisted IPs and you will be able to browse normally.

This feature allows you to search for, download, and install a PEAR package.

Note:

If you know the exact name of the PEAR package that you wish to install, enter its name in the Install a Module text box and click Install Now.

To search for and install a PEAR package, perform the following steps:

1. Use one of the following methods to find the desired PEAR package:
   • Enter a search term in the available text box and click Go.

   • Click Show Available Modules to list available PEAR packages.

2. The interface displays the following information for all of the displayed PEAR packages:
   • Module Name — The PEAR package's name.
   • Version — The PEAR package's version number.
   • Description — A description of the PEAR package.
   • Actions — The actions that you may perform for that PEAR package.
3. Click Install next to the PEAR package that you wish to download and install.
   • To view a PEAR package’s documentation, click Show Docs for that PEAR package.
   • If you did not find the desired PEAR package, enter a new keyword in the Search text box and click Go.

This interface displays a set of the most commonly-referenced configuration options for PHP. This is useful, for example, to help you diagnose problems with how your web site handles PHP packages.

Note:

You cannot change your server's PHP configuration with the PHP Configuration interface. To change your server's PHP configuration, contact your hosting provider.

cPanel includes specific pre-installed PEAR packages. To see a list of pre-installed PEAR packages, click Show System Modules.

Warning:

You cannot remove cPanel's system modules.

The following table contains a brief description of each directive in the PHP Configuration interface.

This demo will show you how to password protect a directory through your cPanel. Password protecting a directory makes it so that a log in prompt appears when you attempt to view the directory in your internet browser. A visitor will only be able to view the contents of the directory if they have a valid username and password.

Password protecting a directory will also cause any directories within the password protected directory to be password protected as well. For example, if the following directory:

http://example.com/stuff/

was password protected any folders within the "stuff" folder would be password protected as well, such as:

http://example.com/stuff/notes/

[1] Click on the "Password Protect Directories" icon within the "Security" section of your cPanel

[2] Select the document root folder you wish to start in

[3] Click the "Go" button

[4] Locate the folder that you're wanting to password protect. You can navigate into a folder by clicking on the folder icon that's next to the folder's name.

[5] Once you've located the folder you want to password protect, click on the name of the folder

[6] Checkbox "Password protect this directory"

[7] Enter the name of your protected directory in the "Name the protected directory" field (it can be anything you like)

[8] Click the "Save" button

[9] Click "Go Back"

[10] Enter your desired username into the "Username" field

[11] Enter your desired password into the 2 password fields or use the "Password Generator"

[12] Click the "Add/modify authorized user" button

Generally SSL certificates are installed on your domain automatically, however in some cases manual installation might be necessary. To install SSL certificates manually follow these below steps:

Step 1:  login to your cPanel and click on the SSL/TLS status option located on the right side of your cPanel account. 

Step 2: Then select the domain names you want the certificates to be applied to then click on "Run AutoSSL".

The SSL certificate will be applied on your site after some time.

Namaste!
This tutorial will help you change the password of your cpanel account. To reset your cpanel password, please follow the steps below.

Please note you must know your current cPanel password to change it in cPanel.

Step 1: Login to your cpanel

Step 2: Click the "Password & Security" button in the Preferences section

Step 3: You will then be able to change your password by filling in the fields, and clicking the Change your password now! button. Be sure to use a strong password.

You should now be able to log into your cPanel with your new password. 

If your hosting provider allows you to select the version of PHP that your website uses, use this section of the interface to make your selection.

To select a PHP version, perform the following steps:

1. From the menu, select the version of PHP that you wish to use. Select System Default to use the version that your hosting provider selected.
2. Click Update.

To toggle whether the system will notify you when updates for your cPAddons are available, click here.

To inspect a cPAddon, click the name of the cPAddon. A new window will appear that displays the following information:

• A link to the creator's website, where you can learn more about the cPAddon.
• License terms.
• Configuration information, such as an admin username, administrator password, installation location, and other settings.

The interface also displays additional links to allow you to install, upgrade, and uninstall the cPAddon.

Warning:

Third-party software developers published most cPAddons, not cPanel, Inc. For assistance with a cPAddon, contact your hosting provider or the software developer.

The Site Software interface allows you to add, manage, upgrade, and remove cPAddons (cPanel Addons). cPAddons are software packages that add useful functions to your website. For example, cPAddons can run blogs, bulletin boards, ecommerce, guest books, and other services.

Note:

Your hosting provider selects which cPAddons are available to you. If you need an additional cPAddon for your website, contact your hosting provider.

If you are getting this problem on your sites then do check your sites error log files, resources usages limit under the metrics tab in cPanel. It might be possible that the site has used its resources already. It is also possible that some of your sites' faulty plugins and themes might be causing the problem.

You are required to disable registrar lock before changing the nameserver. You can find the option just below the nameserver option in your dashboard.

There may be times where you are required to create a private nameserver. For example, you may want to do this to add another layer of customization to your web hosting services. This article will walk you through creating custom nameservers that you can use for your domains hosted at Gurkha.Host

Creating Private Nameservers
Step 1: Log in to your Client Account

Step 2: Click on Domains, then click on My Domains from the drop-down menu.

Step 3: Click the wrench icon next to the domain you wish to create Nameservers for

Step 4: Click Private Nameservers from the menu on the left side of the page.

Step 5: Type in the Nameserver you want to create, the IP Address you wish to point it to and click "Save Changes".

**Step 6: ** Repeat Step 5 for the second nameserver you wish to create.

That's it! It may take up to 24 hours for these Nameservers to be fully considered authoritative, but they are ready to use.

You are now ready to provide these nameservers to your domains hosted at Gurkha.Host. This includes the one that is being used as the root of the custom nameservers here.

Which IP you use when creating the private nameservers entirely depends on how your site is being hosted. Choose the IP of the nameservers we provide in the welcome email if you try to mask the Gurkha.Host DNS Nameservers on Shared and Business hosting plans. If you are hosting on a VPS or Dedicated server using a DNS Manager within, you would want to use IP Addresses that point to your VPS or Dedicated server by adding additional IPs to your server. If you have further questions about this, please reach us by Opening a New Ticket.

Note: By default there is no option to list child NS for registrar in your controlpanel. You can only add, modify the IP or delete the private nameservers from the client area.

Sometimes you might need to or want to change the contact details displayed at the WHOIS records of your domain name. Please follow instructions below to update your contact details that you would like to display publicly.

STEP 1: Login to your Client Account

STEP 2: Go to Domain >> My Domains

STEP 3: Choose the domain name you would like to update contact details.

STEP 4: Now in details page, on left side of screen; look for "Contact Information", under "Manage" menu block. 

STEP 5: Now you can choose contact details from the contact lists that you already have under your account. or Modify the existing details.

STEP 6: Click "Save Changes".

NOTE: It might take upto 72hrs for your contact information to be displayed in WHOIS records. However,  happens much faster in the most of the cases within 24hrs.

Changing nameserver in your domain is simple process. Please follow the instructions below.

Step One: Go to Domains >> My Domains menu.

Step Two: Click on the domain name you want to update nameservers.

Step Three: If your domain is active, you will see "Manage", menu on the left side. There in the menu list click "Nameservers".

Step Four: Select the option "Use custom nameservers (enter below)"

Step Five:  Enter the nameservers, and click "Change Nameserver" button.

NOTE: General issue you might encounter is domain being locked. In that case, go to "Registrar Lock" menu and "Disable Lock", before you can update nameservers. 

To Point your sub-domain to a VPS follow these steps below:

Step 1: Log in to your domain control panel.

Step 2: Noe you need to add a 'A' record from your domain's DNS management panel.

Step 3: Add a host-name named as your sub-domain and point it to the servers IP address. for eg, add hostname as subdomain.domain.com and enter host address as your servers ip-127.0.0.0(say).

Depending upon the registrar and your ISP, it might take some time for DNS to propagate.

You can manage your domain's contact information from your control panel. You can enter your custom registrar information and choose to display that information. To do so please complete the below steps:

Step 1: Login to your user control panel.

Step 2: Click on Domains>My domains, then select your domain and browse to its control panel page

Step 3:  Click on the contact information under the manage section 

Step 4: Fill up the required information and click on save for the update to take effect.

To enable whois protection for your domain, follow the steps below:

Step 1: Login to your user control panel

Step 2: Click on domains>my domains, then select your domain for which you want the protection  to be enabled.

Step 3: Then the domain control panel will open up, click on the "addons" under the manage section.

Step 4: Enable the ID protection to enable whois protection on your domain.

Namaste!
To create a new email address in your cpanel account please login to your cpanel account by visiting http://mydomainname/cpanel

Once you are logged into your cpanel account.

Go to "Email" section:


Click "Email Accounts"



Now you can add the email account you would like to create:


And you are good to go.

If you still have any issues, please Submit Ticket from your account.

Login to your Google Admin: https://admin.google.com 

Go to Data migration.

Select the Email option and click Continue.

On the Email Migration screen:

From the Migration source list, select I don’t know/Other IMAP server.

From the Connection protocol list, select IMAP, then choose an option:
Enter the IMAP server name (for example, imap.yourdomain.com).

Enter the IMAP server name and port number in this format: Name: Port.

Enter the email address and password for your role account(use email id from where you want to migrate ).
Tip: For help with this, see Connection information for common webmail providers.

Click Connect.
(Optional) If the connection fails, verify that the role account and connection protocol information is correct. Then, click Connect again.

In the Migration start date and Migration options sections, accept the default options or choose to exclude data that doesn’t need to be migrated.

Click Select Users.

Next: Go to Migrate email for a single user or Migrate email for multiple users.

All migration will be completed without fail.

There are many reasons as to why your email is being marked as spam by the recipient's email server, but the main cause for this is you are currently running your mail services from the shared server as a result there is more chance of your server IP being marked as spam as it is used by many users.

For now, you need to ask your recipient to check their spam folder and mark your email as "Not Spam", so from next time your message will be sent to the inbox folder and not to the spam folder.

We recommend you use our dedicated email services or google's email service google workspace to avoid such problems as these.

Ghurkha host email services:https://gh.thulo.com/email-office.php#business

Google's email service:https://gh.thulo.com/workspace-by-google.php

What is .np domain
 
The .np country-code top-level domain name (ccTLD) is an extension that represents Nepal. The .np domain is country-code second-level domain names(ccSLDs). You can not buy and sell .np domains, can be registered free from portal of Mercantile (register.com.np).

 
For official request (organizations)
A company/organization can only select domain names based on the company/organization's name, product's name, service's name and brand name. Required documents for .NP registration

1. In case of local entities -
   • certificate of registration of company/firm/partnership/organization.
2. In case of foreign entities registered in Nepal -
   • certificate of registration of branch or liaison office or
   • certificate of affiliation with Social Welfare Council.
3. In case of non-incorporated entities doing business in Nepal such as Permanent Establishments or Non-incorporated Joint Venture Entities - PAN registration certificate.
4. In case of any entities (local or foreign) having business interests in Nepal -
   • certificate of trademark registration in Nepal or
   • official filing receipt of trademark application issued by the Department of Industry (to be supported with actual trademark registration certificate within 3 years of domain registration)

For personal request (individual)
A personal domain name should be based only on applicant’s name as mentioned in below documents:-

1. Nepalese citizenship or passport or driving license or voter's card or
2. Non-Resident-Nepalese ID Card or
3. Nepalese resident visa for foreign nationals

For various reasons you might want to cancel your account. 

Follow the instructions below:

1. Login to your Client Area
2. Go to "Services" >> "My Services"
3. Click on the service you would like to cancel.
4. On left menu, click "Request Cancellation"
5. Write the reason for cancellation and submit request.

That is all.

Why am I getting this issue?

In order to maintain a high level security, our servers may sometimes block an IP address from accessing the server. Which means you will not be able to access your website, cPanel, webmail and other services.

This could be when it interprets certain behavior as being a threat.

For example, if a customer has forgotten their cPanel or FTP login details and they make multiple (unsuccessful) attempts to log in, the server may determine that this could be an attempted hacking attempt and it will then block any access from that particular IP address.

We do understand that from time to time genuine customers will have an issue where they can not log in because their IP address has been blocked, but it’s very easy and quick to resolve this.

How to Check and unblock your IP, if Blocked by the Server

Easy. You just need to go to the this link to identify your PCs IP address and it will tell you what your IP address is. If you just copy that and paste it and raise a ticket to us by logging into our support portal, we will be able to check it for you and remove the block if necessary.

Security is a growing concern with all of the hackers and script kiddies waiting to do bad things to your site. There are ways to improve the security of your blog so that it is more secure than it otherwise might be. This article discusses some measures an ordinary blogger can take to protect his/her blog.

Why a Blog Is Vulnerable to Hacking and Other Exploits
All websites on the Internet are vulnerable to hacking and other exploits. There are no exceptions. The reason is simple: unlike your own personal computer, which may only connect to the Internet sporadically (such as when you turn it on your computer to surf), websites are hosted on servers that are permanently connected to the Internet, exposed to anyone who wants to connect to it.

Sites that run blog scripts, content management system (CMS) software or any other type of script, have an additional area of vulnerability to contend with. The software (blog or CMS script) is actually online, along with your content. If there are any security holes in the software, they can be exploited by a person who connects to your website.

Symptoms of a Hacked WordPress Blog
If your blog has never been hacked before, you may wonder what the consequences are. In the past, hacked blogs have exhibited one or more of the following symptoms:

[1] The blog may be defaced.

[2] The hackers install hidden links on the blog that point to sites they own. Since Google ranks sites according to the number of links pointing to them (among other things), the intention is to make their site appear more important to Google.

[3] The hackers may inject some sort of script coding (usually javascript or an iframe) which will install some sort of malware on the computers of unsuspecting visitors.

[4] As a result of the above things happening, Google may remove the blog from their search engine results. Traffic to the blog will therefore plummet.

Hence, it's not just a matter of defacement if your site is compromised. There are serious side effects that will cost the blogger considerable effort just to clean up and recover.

Measures to Improve the Security of Your WordPress Blog
Keep Your WordPress and Plugins Updated to the Latest Version
There is a automatic update feature within WordPress starting with 2.7. However, there is an even easier plugin that allows you to download all of your backups in the process of updating. It even can be set up to upgrade, back everything up, and require no additional interaction other than clicking on it from the Wordpress Admin page..

http://wordpress.org/extend/plugins/wordpress-automatic-upgrade/

Password Protect Your wp-admin Directory
Although the above measure is the only real solution to protecting your site, by plugging the security hole, there are other less effective methods that you can use in addition to keeping WordPress up-to-date.

One of them is to password protect your wp-admin directory on your site. This is different from setting a password for your WordPress user account. When you password protect your wp-admin directory, any attempt to directly load a page from that directory will cause a "401 Unauthorized" error unless a specific user name and password combination is supplied.

Like all other measures in this tutorial, password protecting the directory does not guarantee anything. However, it may help if hackers discover that one of the scripts in the wp-admin directory contains a security hole, and the WordPress developers have not yet issued a fixed version. Let's say for example that the admin.php script has a hole so that hackers can break into your system by accessing (say) "http://www.example.com/wp-admin/admin.php?exploit-security-hole". If you password protect your wp-admin directory, that exploit will not succeed unless the hacker also knows your username/password for that directory.

The procedure for password protecting a directory can be found in How to Password Protect a Directory on your website. If, after doing that, you find that you can no longer log into your blog, you will also need to set up a 401 error page for your site. To do that, see my tutorial How to Access Non-Drupal Folders on Your Drupal Website. Although that tutorial talks about Drupal, the procedure for setting up a 401 handler is the same if your blog is on an Apache web server (which is true for most sites). You can ignore the section "Enabling Support for other Directory Index Files" in that article -- it's not relevant for our purposes here.

There are a few things you should note about protecting your wp-admin directory.

When you log into your WordPress blog, you will be asked to enter two sets of username/passwords pairs, one by the web server that is guarding your wp-admin directory, and one by WordPress for your blog user account.

For better security, you should set a username/password combination that is different from that which you use for your WordPress blog account. That way, if one pair is compromised in some way, at least you won't lose everything.

This password protection is not 100% foolproof.

The username and password are transmitted by your browser to the web server without encryption. Anyone sniffing your traffic will be able to find out your password. That goes for your WordPress blog account as well.

Also, there is no guarantee that the buggy script resides in the wp-admin directory. It may well reside in your main blog directory or one of your theme files or plugins. For example, at one time, the "xmlrpc.php" file, which is found in your main blog directory, was found to have a security flaw. Password protecting those other directories is out of the question, since it will cause other types of problems including the very important one that no one except you can read your blog.

Run a WordPress Security Scan
There is a plugin which will scan your installation, and tell you what needs to be done to secure your site:

http://wordpress.org/extend/plugins/wp-security-scan/

Namaste!

To register your new account with Gurkha.Host, please visit this link: https://gurkha.host/account/register.php

 Or click on the "Register" link under "Account" menu in your top right.

Gurkha.Host provides timely support to its customers through our online support portal located at https://gurkha.host/account/

To avail support from Gurkha.Host, please visit https://gurkha.host/account/clientarea.php and login into your account. 

Now, you will see "Open Ticket", menu item in the top right of the menu bar. 

Please select the appropriate department and fill the form to complete your support request. 

All the notifications related to the support tickets and replies are provided you in your email address. 

Please Note: we do not provide support to existing clients through email messages. This is to make sure, we are addressing all your queries timely and all the problems are tracked into our system.

To submit cancellation request,

Step 1: Login to your account and go to Services >>> My Services 

Step 2: On service details page click on Request Cancellation 

Once we receive your cancellation request, we will proceed further

Namaste!

If you have forgotten your password to your Gurkha. Host account, we can help you access your account. 

When you have forgotten your password, you can always reset your password by visiting this link: https://gurkha.host/account/pwreset.php

Please provide your email address and our system will guide you through password reset process. You will receive a temporary password to your email address and be able to access your account. 

Once you login with your temporary password, you can reset password which you can remember in the future.
 

Web hosting is a service that allows organizations and individuals to post a website or web page onto the Internet. A web host, or web hosting service provider, is a business that provides the technologies and services needed for the website or webpage to be viewed in the Internet. Websites are hosted, or stored, on special computers called servers. 

When Internet users want to view your website, all they need to do is type your website address or domain into their browser. Their computer will then connect to your server and your webpages will be delivered to them through the browser. 

Most hosting companies require that you own your domain in order to host with them. If you do not have a domain, the hosting companies will help you purchase one. 

While using online payment methods to pay for the services you get from us, the transaction occurs through a third-party payment gateway i.e payment from your account to the payment gateway, and from the payment gateway to our account. During this process, if any one entity fails to complete the transaction then your payment may not get synced with our system, and the payment status may remain unchanged.

In this case, we need to verify your payment manually, in order to do so, please open a ticket from your client account and briefly describe your issue and attach the payment slip along with your ticket. Payment verification can be transaction PDF, screenshots, or your bank statement. Be advised that the SMS notification you got from the bank will not be able to verify your payment.

P.S- Please attach the payment slip along with your ticket, we will need the payment slip to verify your payment. If you do not have a payment slip, then please contact your bank and ask for any form of payment verification so we could verify your payment, as soon as our sales team will verify your payment your product will be activated.

Here you will learn to create a new cPanel account through your WHM reseller panel. 

To create a new cPanel hosting account you first need to add a package

Create a New Account in cPanel:

1. log in to your WHM panel. 

2. Go to Account Functions >> Create a New Account

3. Fill the form defining valid domain name, username, and password along with the contact email of the webmaster of that domain. 

4. Choose a package you want to assign to this cPanel account. 

5. Choose Site Setting

6. Choose DNS Setting

7. Choose the mail server setting. 

8. Click "Create"

That's it!

In this guide, we will explain how you will be able to create a package within your WHM panel. 

Before creating a new cPanel account you are required to create packages and assign them to a new domain. 

Create a New Package:

1. log in to your WHM panel. 

2. On the left panel, Goto: Packages >> Add Packages

3. Enter the package name and provide the values for the resources you want to allocate and click the "Add" button at the bottom of the page. 

That's it! 

To install WordPress in your hosting account, please complete the steps as stated below:

Step 1: Log in to your cPanel account

Step 2: Scroll down to the bottom of the page to wordPress toolkit option under the application section or simply search for "wordPress toolkit" in the search bar.

Step 3: You can now install wordPress on your domain from here.

Here are our tips to optimize your WordPress installation:

Use Custom Themes: Larger themes and the themes you purchase on marketplaces comes with tons of unwanted coded which you might not need at all for your website. We strongly recommend to use custom theme for best performance. NOTE: When your WordPress site is loading slow, you verify if your theme is causing the issue or not by simply changing your theme.

Use Custom Plugins: Yes, you can find millions of plugins for your WordPress site, but adding unwanted codes in your website will degrade your WordPress performance. Always try to use the plugins that you really need and custom built plugins are always the best performing. 

Do not use pirated / nulled plugins & themes: Using of nulled themes, plugins and website codes are strictly against our policy. Using such codes will compromise your website security and that of the server. So, always get your plugins/themes from genuine source. 

Enable Litespeed Web Cache: You can enable this feature from your cPanel and improve your WordPress performance significantly. You can simply search for "LiteSpeed web cache" and click it to go to next page. Here, under "LiteSpeed Cache Management" section, click "WordPress Cache". On next step, you can click "Scan" to find your WordPress installation. Once found, click "Enable" button. 

Hire a Qualified Developer: If you are trying-out then that is okey, as you will find tons of resources online to learn WordPress . But if you are running a serious business, you should definitely need to hire an qualified web developer to look into your website issues. A qualified WordPress developer should be able find the exact issues in lesser time and solve it efficiently, they will exactly know what is missing and where.

Good luck, with these simple tips your website performance should increase. If you still encounter the issue, please Open a Ticket and report to our technical team and they will look into this.

Yes you can change the domain name of the hosting account. In order to do so, you need to take backup of your current site’s data and database, then inform us with a support ticket with the new and previous domain name mentioned. Then we will make the necessary changes to your hosting account. But be advised that in order to change your primary domain name of your hosting account, you will need to pay a domain change fee( rs.500 + 65 VAT=565).

Gurkha.Host's Shared/Managed Server Security Measures
Our Technical support staff regularly watches for security bulletins regarding your shared/managed server's software. Our kernels are kept up to date, non-standard ports are closed off in our aggressive firewall, and server software is kept at the latest stable, secure version.

How was my website hacked?
You may be wondering "How was my website hacked?"

Here are the two main reasons why websites get hacked:

1 ) A script vulnerability was exploited. (most common)

If you installed a script and failed to keep it updated, you can be all but certain that is why you were hacked. It is imperative that you regularly update all the scripts you use. Script developers endlessly release new versions that patch discovered vulnerabilities. New vulnerabilities are introduced into the code as script developers code new features. Discovered vulnerabilities are patched; new features are coded, which introduce new vulnerabilities. It is a never ending cycle.

2 ) A password was compromised.

Hosting servers managed by Gurkha.Host feature Brute Force Protection. Brute force is a technique used by evildoers to defeat password protection mechanisms; this technique involves trying a large combination of passwords until the correct password is guessed. After a few unsuccessful login attempts, the person attempting to login is locked out from any further login attempts on hosting servers managed by Gurkha.Host. If you are an Gurkha.Host shared hosting subscriber, your password cannot be defeated by brute force.

If your password cannot be defeated by brute force, how could an evildoer defeat password protection on your account? Here are two reasons:

1) You are using a ridiculously weak password.

Use a secure password. A secure password is a random combination of lowercase letters, uppercase letters, numbers and special character symbols. A ridiculously weak password, for example, would be your username. Another example of a ridiculously weak password would be "admin". Ridiculously weak passwords can easily be guessed in a single login attempt. If you were using a ridiculously weak password, that is probably how the evildoer hacked your website. You can generate strong, secure passwords inside cPanel using the random password generator.

2) Your workstation is compromised.

If you do not keep your workstation clean and secure, an evildoer could have access to all the passwords you use on your workstation.

Install these free Windows security software packages:

A) MalwareBytes download it free at http://www.malwarebytes.org

B) Microsoft Security Essentials download it free at http://windows.microsoft.com/en-us/windows/security-essentials-download

Now that I've been hacked, what should I do?
The next obvious question is "Now that I've been hacked, what should I do?"

Gurkha.Host strongly encourages you to hire a qualified professional to repair your hacked website for you. The cost will be minimal compared to the amount of stress your are spared. Plus, if you do not do it right, you will just get hacked again. A qualified professional will provide the emotional relief you desire. You won't have to exert an ounce of energy recovering from this nightmare. And you will enjoy peace of mind knowing your website is properly secured -- it won't be hacked again when you wake up.

Gurkha.Host has written the following general guide for those who insist on handling the recovery on their own.

This guide was written with a novice in mind, but covering all necessary vocabulary, industry knowledge, and script-specific information is impractical. Novices should expect to do additional research (Googling) to fill in their knowledge gaps. Hiring a qualified professional is highly recommended. 

Here is what Gurkha.Host suggests webmasters do:

Backup your account
You can download all of your site's content to your local machine via FTP or, if you have access to cPanel, you can process a full account backup through your cPanel. You can view our knowledgebase article for more details on Generating a Full Backup

Download the backup to your local machine. You will want to ensure you have your backup saved somewhere other than your account on the server before proceeding with the next step.

Reset all of your passwords
This includes your cPanel (control panel), FTP users, database users, script admin users, and email addresses.

Delete all cron jobs
If you have access to cPanel, you can view our knowledgebase article on how to Delete a Cron Job

Remove your current content
Delete all of the content from your account's document root folder. This is most commonly the public_html folder.

Once your account is compromised, it is possible that the attacker has installed a backdoor for easier access in the future. Deleting all of the content from your account's document root folder is the only true way to ensure you have cleared out all untrusted material.

Re-install your site's scripts
Re-install the latest version of any scripts you still need. This includes any plugins, modules, addons, themes, and etc.

If you have shared hosting with us or have purchased Fantastico and/or Softaculous for your virtual/dedicated server(s), we suggest installing your script(s) using Fantastico or Softaculous which are available in your cPanel. Fantastico and Softaculous can send you notifications when new versions of the script(s) you have installed are available and installing scripts through Fantastico and Softaculous is a lot easier than manually installing them.

Check your databases to see if they were hacked
Hacked databases are not common but it does happen. If the database is hacked, it will need to be cleaned before you use it again.

Reconnect your scripts
Re-configure the newly installed script(s) to connect to the appropriate database. You will want to proceed with this step once you have confirmed that your database(s) are clean. There are circumstances where your database(s) may need to be converted to work with the latest version of the script you installed. Most of the time all that needs to be done is the script's configuration file needs to be modified to use the database's connection details.

If you're unsure which file holds the database information for your script, we maintain a Configuration File Location Cheat Sheet

Upload clean files
Upload any needed clean files from the backup you generated.

How can I prevent my account from being hacked?
This is a question that is also best answered by your webmaster or the script developers of the script(s) you have installed within your account. Here are some suggestions Gurkha.Host has:

Keep scripts updated
Keep all scripts installed within your account updated to the latest version available.

Developers of web-based scripts release new updates to their software periodically. These updates often contain feature upgrades, but more importantly contain security updates as well. By keeping your scripts up to date, you ensure that the latest security holes are patched and only the content you post is displayed on your website.

If you have installed any scripts through Fantastico or Softaculous within your cPanel, you can have a notification emailed to you once a new version is available for any of the scripts you have installed.

Use secure passwords
Only use secure passwords. A secure password consists of letters, lowercase and uppercase, and numbers composed in a random pattern. At the very least, you want to ensure your passwords do not occur in a dictionary. It is not uncommon for hackers to attempt what is called a "Dictionary Attack". In such an attack, all of the words contained within a dictionary are guessed as a possible password. If your password occurs in the dictionary, such a brute-force guessing attack will succeed and allow unauthorized visitors access to privilleged information. Here are a few examples:

Bad Passwords: password sailboat admin yellow

Good Passwords (but don't use these exactly): hal2kejslIs9 122l0745Js Plwn24sueh37

Your passwords should be 8-15 characters in length and, if you cannot remember it, should be written down in a location only you are aware of. Do not share passwords with untrusted individuals.

Remove script install files
Remove any script install files from your account. Scripts usually let you know, after installation is complete, what files should be removed from your account. If you're not sure what can and cannot be removed, you will want to contact the script developers for assistance.

Password protect admin folders
Password protect the directory where any script's admin panels are located.

This is just added security to ensure only the individuals you want to have access to your script's admin panel have access. If you have access to cPanel, you can password protect a directory through your cPanel. You can view our knowledgebase article on how to Password Protect a Directory

Secure Upload scripts
Make sure any upload scripts installed within your account are locked down so that only the individuals you want to be able to use them are able to do so.

Doing this could be something as simple as password protecting the directory where the upload script is located. It depends on how the upload script is installed. If you're not sure how to lock down your upload script(s), you will want to contact the script developers for more details on how to do so.

Unique MySQL users
Use a username and password to connect to a database that are only used to connect to that database.

What this means is do not use a username and password that are used to connect to other things related to your account. For example, scripts can be configured to connect to a database using the account's cPanel username and password. This is insecure because the database connection details specified within a script's configuration file are usually stored within a flat text file which can be read. If a hacker is able to read your script's configuration file, using a username and password that are only able to connect to the database specified within the configuration file will ensure the hacker does not gain access to anything else.

Security Plugins
Install any available security plugins that are recommended for your script(s).

If you're not sure of any, you could search for recommendations to see what other users of your script(s) recommend or you can contact the script developers directly and ask what they recommend.

Separate Addon Domains
Do not host multiple sites that have scripts installed within them under one user.

It is best to keep sites that have scripts installed within them separated into their own user spaces. The reason being because if one of the sites gets hacked, the hacker will most likely have access to all of the other sites being hosted under that user. By separating the sites into their own users, you are limiting the damage the hacker can do.

As the saying goes, an ounce of prevention is worth a pound of cure. Recovering from a hacking can be time consuming, not to mention detrimental to your site's image. By following the preventative measures above, you can spare yourself the hassle of restoring your site and removing unwanted material.

• Go to Products -> Units
• Give the unit name, a short name, and choose if want the unit to allow decimals.

Example:

Name: Meter

Shortname: Mtr.

Allow Decimal: Yes.

Note: Allowing decimal allows you to purchase/Sell the product in decimal and vice-versa.

Multiple Units:

This can be useful if you purchase products in a different unit and sell it in a different unit.

For example, Purchase in dozens and sell in pieces. Or purchase in boxes and sell in pieces.

Steps:

• Add the lower unit from the Add Unit Screen. For example pieces.
• Add the higher unit
• Check “Add as multiple of another unit”
• Provide the conversion Details.
• Use the unit in Add/Edit Product. While adding/editing purchase/ sale you can see the dropdown for units. Select the desired unit and it will change the unit purchase/sales price accordingly.

NOTE: You will not see the main Units (Dozen in this example) in the Add-Product Unit dropdown, select piece as the unit of product. All purchases/sales get saved in the lower unit (pieces in the above example). So after adding purchases/sales if you edit the conversion details, it will affect the purchases/sales quantity accordingly.

• Go to – Purchases -> Add Purchases
• Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add
• Enter Purchase reference number, Purchase date & Order Status.
• Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations.
• Type product name or scan the product barcode number. It will show related matched products, select a product to add it to the purchase list.
• On adding a new product you can enter purchase quantity, purchase price, and tax information.
• To add a discount: Select the discount type (fixed or percentage) and enter the amount. ultimatePOS will auto-calculate the amount after discount.
• Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.

You can view your purchase list - Purchase -> List Purchase

Error displayed (No matching Found)
This error will be displayed in 3 conditions:
Reason 1: There are no products matching the name or SKU which you have entered. Check it once in the list of products.
Reason 2: Check the business location selected in add purchase have that product. So if the business location is Location-1, then in add/edit product the product must be assigned to that location.  Check More here in Add/Edit Products
Reason 3: Make sure the product has Stock-Management ENABLED in Add/edit product. If stock management is not enabled in products then it won’t show in the add/edit purchase.

Selling of Services

• Exclusively for Services or

• Exclusively for Product Selling (trading) Or

• Combination of Services & selling of Products.

• Go to Add New Products.
• Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc.
• While adding service-based products, uncheck the “Manage Stock?“ option. When Managed stock is unchecked or disabled the stock for such products is not managed, because such a product doesn’t have a stock count with it.
• If you want to add a description for such a service like for example in computer repair you want to describe the problem for such service then check the “Enable Product description, IMEI or Serial Number” checkbox.

Sales target helps businesses to give target-based incentives/commissions to their employees or staff.

Using this business can define a different range or slab-based incentives.

For example:

For sales from Rs.0 to Rs.1000, the commission percentage is 5%

from Rs.1001 to Rs.5000, commission percentage is 7%

from Rs.5001 to Rs.10,000, commission percentage is 9%

from Rs.10,000 to Rs.10000000, commission percentage is 12%

This helps businesses to boost sales because employees or salespeople work hard to achieve a much higher percentage of commission.

By default we have configured shortcuts for different actions in POS screen.But you can configure it yourself as per your convenience.

• To configure keyboard shortcuts, go to Settings -> System Settings. Here in the POS section, you will find a list of Operations and the shortcuts for them.
• You can use the Available Key Names with any combination of letters or numbers to create shortcuts.
• Make sure the shortcuts do not conflict (is not same) with the shortcut of the browser. Making a shortcut the same as the browser will have different effects in different browsers.

Repair the job sheet and assign it to the technician.

Configurable repair status with color code for easy identification

Manage Devices (like Mobile, Computer, Tablets, etc)

Manage Device models

Configurable checklist for device models

• Add products (spare parts) & services as per device models.
• Assign repair to a technician (service staff)
• Manage repair with a due date, completed on, status, brands, device, device models, serial number, repair checklist, defect,

To accept the device for repair from a customer, a job sheet is created. A job sheet contains all information related to a particular repair job.

Job Sheet is a page of instructions to help the technician in performing the repair.

To add a new job sheet

• Go to repair -> Add job sheets, Filled the requirements. In case the devices need to add parts click on ‘save and add parts’.
• Select Business Location, customer
• Service type: carry-in, pickup, or on-site. With pickup or onsite, the address has to be entered
• Select Brand, Device, Device Model, based on this a pre-repair checklist will be shown.
• Enter the serial number or IMEI, Password/Pattern Lock
• Product Configuration, Reported problem, condition of the product can be selected or new can be entered. You can pre-define some of this for selection as described in the next section.
• Similarly, you can select other fields.
• Assign Operator/Technician: Operator & Technician are service staff. To Create service staff in add/edit roles give the Service staff permission.

• Go to Settings->Invoice Settings->Invoice Layout->Add
• Give a unique distinguishable Layout name
• Add the text to be shown in the top/header of the invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
• Add other relevant details.
• You can show/hide address fields. 
• You can mark a layout as default. The default layout is used when no layout is found for a location.
• Click on Save.

To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout.

Reward points settings is divided into 2 parts:

• Earning Points Settings

• Redeem points settings

Earning Points Settings:

Reward points display name: This is the display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying labels.

Amount spent for unit point: Meaning how much the customer spent to get one reward point.

Example

If you set it as 10, then for every Rs.10 spent by the customer they will get one reward point.

If the customer purchases for Rs.1000 then they will get 100 reward points.

Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points.

Example:

If you set it as 100 then the customer will get reward points only if their invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points.

You can set it as a minimum of 1.

Maximum points per order: Maximum reward points customers can earn in one invoice. Leave it empty if you don’t want any such restrictions.

Redeem Points Settings:

Redeem amount per unit point: It indicates the redeem amount per point.

For example: If 1 point is Rs.1 then enter the value as 1. If 2 points are Rs.1 then enter the value as 0.50.

Minimum order total to redeem point: Minimum order total for which customers can redeem points.

Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don’t need this restriction.

Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don’t need this restriction.

Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.

NOTE: You must set the cron job for the expiry feature to work.

After Enabling sales order, inside Sales you’ll find the Sales-Order menu.

• Go to add sales order, fill in all the details and save it.
• Stocks are not deducted for sales orders.
• Once a sales order is created you can print it and send it to the buyer for approval.

This is useful if you want to create a quotation before sales.

Marking a sale as Draft or Quotations will not deduct the available stock.

You can view all Quotations & Drafts from List Quotation or List Draft respectively. Existing draft/Quotation can be edited to make it as final sales.

Sales Order is a document given by the supplier to the buyer against a Purchase Order by the buyer.

A sales order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.

Once the buyer agrees on the sales order, goods are shipped by the supplier.

Sale order has multiple statuses: Ordered, Partial, Completed

• ToDo List:
  • Add new to-do items
  • Mark items as completed.
  • Delete items
  • Date-Wise to-do list.
• Document
  • Easy document storage to the cloud on your server.
  • Share documents with other users or other roles.
  • Download document.
  • Delete documents
• Memos
  • Written message or short notes.
  • Share with other users or roles.
  • Delete
• Reminders
  • Add a reminder with event name, date, time.
  • One time reminder or Repeated reminder – every day or every week or every month
  • Nice calendar view.
• Messages
  • Send messages to everyone within your business.
  • Send to a particular location.
  • Permission to allow sending or only view.
• Knowledge Base
  • Add information about your business, product, and services.
  • Share these details if needed.
• Settings
  • Separate settings enabled for leave, payroll, attendance, sales target, and essentials.

• After table module is enabled go to Settings -> Table
• Add all the table of you restaurants by selecting Business Location, Table name & Short Description(optional)
• Tables are used in POS screens to take orders for a particular table.
  • If you have multiple locations & the logged-in has access to multiple locations then in POS screen you must select the Business Location to get table related to that location.

Modifiers are like extra stuff that can be added to a product, like extra cheese to a sandwich etc.

Enable modifiers module as described above.

• Go to Settings -> Modifiers
  • Click on add
  • Give a new modifier set. Like “Cheese”
  • Enter multiple Modifiers name & price. Like “Single” – 10, Double – 17
  • Save it.
  • Click on “Manage Product” for the modifiers.
  • Associate all products where this modifier can be used. Like Sandwich.
• After modifiers are added, in POS screen when the product is added for sale, it will show the modifiers that can be used for these products. Like if we add Sandwich then it will display the “Cheese”, “Bread” modifiers.
• Modifiers can be mostly used in Restaurants. Also, it can be used in various other similar businesses & shops.

Multiple Business/Shops: 

• Set up multiple businesses in the application.
• No restriction on numbers of businesses.
• Inventory & accounting information is kept separately for each business.

Add Location / Storefronts / WareHouse: 

• Create multiple locations for your business/shop
• Manage all of them at the same time.
• Stocks, Purchases, Sell can be tracked differently for locations.
• Customize invoice layout, invoice scheme for each location.

User & Role Management:

• Powerful user and role management system
• Predefined roles – Admin & Cashier
• Create different Roles with permission as per your need.
• Create unlimited users with different roles.

Contacts (Customer & Suppliers):

• Mark contact as customer or supplier or both(customer & Supplier)
• View details of transactions with a contact.
• View total of Credit/Debit balance amount
• Define pay term and get payment alerts week before the due date.

Products:

• Manage Single & Variable products.
• Classify products according to Brands, Category, Sub-Category.
• Add products having different units
• Add SKU number or auto-generate SKU number with prefixes.
• Get stock alerts on low stocks.
• Save time by auto calculating selling price, the system is smart to auto calculate selling price based on purchase price and profit margin.
• No need to type variations every time, create variation templates and use it everytime you need to create variable products.

Purchases:

• Easily add purchases.
• Add purchase for different locations.
• Manage Paid/Due purchases.
• Get Notified of Due purchases week before the pay date.
• Add discounts & Taxes

Sell:

• Simplified interface for selling products
• Default Walk-In-Customer automatically added to a business
• Add new customers from POS screen.
• Ajax based selling screen – save reloading time.
• Mark an invoice for draft or final.
• Different options for payments.
• Customize invoice layout and invoice scheme.

Manage Expenses:

• Easily add business expenses
• Categorize expenses
• Analyze expenses based on category and business locations with expenses report.

Reports:

• Purchase & Sale report
• Tax Report
• Contact Reports
• Stock Reports
• Expense Report
• View Trending Products, drill down by Brands, Category, Sub-category, Units and date ranges

• Multiple Pay: Used when the customer wants to pay with different payment methods like some amount by card, some by cash and some other payment methods. This option is also used when the customer doesn’t pay the exact tender amount and you need to calculate the Return Change.
• Card: Used when the customer wants to pay the complete invoice by card.
• Cash: Used when customers pay the exact amount of invoice by cash. If the customer pays less or more than the invoice amount then use Multiple Pay to get change return.

A proforma invoice is an estimated invoice that is used to request payment from the buyer for goods or services before they are supplied.

The quotations can be converted to proforma invoices.

Select ‘Convert to proforma invoice’ from the action dropdown button on the list quotation page.

The proforma invoices will be added to the ‘list drafts’ screen. You can convert them later into actual invoices.

If you want to change the default customer name “walk-in-customer” to something else follow the steps below.

• Go to the database contacts data table.
• Change the first name field to anything required.

• Create different shifts with start time, end time & holidays. Assign the shift to users based on their shift. The user will have to check-in in the assigned shift only.
• Grace time before check-in, after check-in, before checkout, after check-out in shifts.
• Improvements in admin adding of attendance of other users to allow adding different check-in & checkout time for each users
• Import attendance from Xls file.
• Adding shift type: Fixed shift(fixed checkin-checkout time) & Flexible shift (fixed working hours)
• Update designation error

A purchase order is a document given by the buyer (usually you) to the supplier to request a purchase of goods.

A purchase order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.

The supplier will issue a sales order against the purchase order you have provided.

A purchase order has multiple statuses: Ordered, Partial, Completed

Enabling Purchase Order

• To enable purchase Order, follow the below steps:
• Go to Settings -> Business Settings
• Purchase tab -> Enable Purchase Order
• Save it.

Creating purchase order

• After Enabling Purchase order, inside Purchase you’ll find the Purchase -Order menu.
• Go to add Purchase order, fill in all the details and save it.
• Stocks are not added on issuing Purchase orders.
• Once a Purchase order is created you can print it and send it to the supplier.

Go to leads, click on actions of the leads that you want to convert

• Go to contacts -> Customer group , export to the file as you want.
• On the Customer Groups page, click on the "Export" button.
• In the Export Customer Groups dialog box, select the file format in which you want to export the customer groups (CSV or Excel).
• Choose the fields you want to include in the export, such as group name, description, and discount percentage.
• Click on the "Export" button to download the customer groups data in the selected format.

To add an opening balance, 

• Go to Contacts
• Navigate to the "Customers" or "Suppliers"  module, depending on whether you want to add an opening balance for a customer or a supplier.
• Find and select the customer or supplier for whom you want to add an opening balance.
• Open the customer's or supplier's details or edit their profile.
• Look for an option"Opening Balance".

• Enter the opening balance amount for the customer or supplier.
• Specify whether the opening balance is a debit or credit balance. This will depend on whether the customer or supplier owes you money (debit) or you owe them money (credit).
• Save the changes to update the customer's or supplier's profile with the opening balance.
• By adding an opening balance, you are setting the initial account balance for the customer or supplier in the ultimatePOS system. This allows you to track their outstanding balance accurately and maintain accurate financial records.

• Click on the "HRM" module.
• On the HRM page, click on the "Leave Types" tab.
• On the Leave Types page, click on the "Add Leave Type" button located in the top right corner of the screen.
• In the Add Leave Type form, fill in the details of the new leave type, such as the name, description, and the maximum number of days an employee can take for that leave type.
• You can also set the color for the leave type, which will be used to differentiate it from other leave types.
• Once you have filled in all the necessary details, click on the "Save" button to create the new leave type.
• Your new leave type will now be added to the Leave Types page, and you can assign it to employees from their profile page or while adding leave requests.

HRM stands for Human Resource Management. HRM is a module that helps businesses manage various aspects related to their workforce. It provides tools and functionalities to streamline HR processes and tasks, making it easier to manage employee information, attendance, leaves, payroll, and more. Some key features of the HRM module include:

• Attendance Management: Enables businesses to track and manage employee attendance, including clock-in and clock-out times, shift management, and attendance reports.
• Leave Management: Provides a system for employees to request and track their leaves, while allowing managers to review and approve leave requests. It may include features like leave types, leave policies, and leave balance calculations.
• Payroll Management: Helps businesses calculate and manage employee salaries, deductions, allowances, and generate payroll reports. It may include features like salary components, tax calculations, and payment methods.
• HR Reports and Analytics: Generates reports and analytics related to attendance, leaves, payroll.

The HRM module aims to automate and streamline HR processes, saving time and effort for businesses while ensuring efficient management of their workforce.

• Go to HRM -> Leave
• Click on the "Add" button to start creating a new leave request.
• Provide the necessary details for the leave, such as the leave type, start date, end date, reason, and any other relevant information.
• Save the leave request details once you have entered all the necessary information.
• The leave request will now be recorded, it may need to be approved by a supervisor or manager.

• Go to HRM -> Department
• Click on the "Add" to start creating a new department.
• Provide the necessary details for the department, such as the department name, description.
• Save the department details once you have entered all the necessary information.
• You should now see the newly added department listed.

• Go to products -> List products 
• Locate the product you want to edit from the list of products displayed.
• Click on the product to open its details or select an option that allows you to edit the product.
• Once you are in the product editing mode, you will be able to modify various details of the product, such as its name, description, price, stock quantity, SKU (Stock Keeping Unit), and other relevant attributes.
• Make the desired changes to the product details.
• You are also able to update other settings related to the product, such as tax settings, discounts, or categories.
• Save the changes to the product once you have made all the necessary modifications.
• The product will now be updated with the edited information.

(To edit the price you have to click on update and edit opening stock change unit cost and save it).

• Go to essentials-> Add Button. 
• Fill in the details of the task in the provided fields. Include the task title, description, due date, priority, and any other relevant information. Depending on the capabilities of Ultimate POS, you may also be able to assign the task to a specific user or team.
• Once you have filled in the necessary information, save or submit the task to create it.
• The task will be added to the task list or project. It should be visible to the designated users or team members who have access to the task management section.

An email signature is text that will be entered automatically in the email when being composed or replied to or forwarded. It is typically used for inserting the name, company, and contact address at the bottom of the email text. You can create signatures in the plain text or html format. The following functions are available:

• create new signature, edit existing signatures

• set default signatures for an email account

• add a signature to the email text

How to create or edit a signature:

1. Click the Settings icon  in the menu bar. Click on All settings.

   The Settings window opens.

2. Click on Mail in the left pane.

   Click on Signatures. The existing signatures will be shown.

3. To add a new signature, proceed as follows:

   1. Click on Add new signature. The Add signature window opens.

   2. Enter a name for the signature. Enter the text for the signature.

      Define whether the signature is to be entered below or above the email text.

      Click on Save.

4. To assign a signature to an email account, proceed as follows:

   1. Click on Set default signature. The Set default signature window opens.

   2. In Default signature for new emails and in Default signature for replies or forwardings, you can define a default signature for each email account.

      Click on Save.

5. To edit an existing signature, you have the following options:

   • In order to edit a signature's text, click on Edit next to the signature.

   • In order to delete a signature, click the Delete icon  next to the signature.

This guide will help you add new customer into your Workplace.