Section 1: Inventory & Item Management

1. Create a New Item

1. Navigate to Tasks > Inventory > New Item.

2. Input the item code, description, class, full price, and other required details.

3. Images: Go to the Images tab and double-click the background to upload a picture.

4. History: View historical data by selecting the Sales History, Purchase History, or Years Summary tabs.

5. Barcodes: To add an alias barcode, go to the BarCode Alias tab, right-click the table, select Add Alias, enter the barcode, and click OK.

6. Click Save.

   

2. Add Sales Promotions

1. Navigate to Tasks > Promotion > Sales Promotions.

2. Select New, then enter the promotion’s title, sales date range, and eligible items.

3. Enter the Markdown Price and click Save.

   

3. Send a Promotion Text Message (SMS)

1. Navigate to Tasks > Promotions > New Message (SMS).

4. Export Your Item List

1. Navigate to Tasks > Inventory > Inventory List.

2. Go to Tools > Export.

3. Enter a file name and save the file type as an Excel spreadsheet (*.xls).

5. View Inventory Snapshot (This report lists all products in your inventory at a specific point in time).

1. Navigate to Tasks > Inventory > Inventory Snapshot.

2. Select the specific item(s) and date range to view the report.

   

6. Set Item Tax Percentage

1. Navigate to Tasks > Inventory > Inventory List.

2. Select an item, check the Is Taxable box, and enter the specific tax percentage.

   

Section 2: Customer Management

1. Add a New Customer

1. Navigate to Tasks > Customers > New Customer.

2. Enter the customer's general information, select their Sales Rep, and define the Customer Type. Click Save.

3. Contacts: Go to the Contacts tab to add the person in charge.

4. Payment: Go to the Payment & Credit tab to set up payment methods.

5. History & Reporting: Use the Open Sales Order, Statement, and Yearly Summary tabs to view their purchasing activity.

6. Documents: To attach a document, go to the Attachments tab, right-click the table, select Upload > Add File, choose your file, and click Upload Files.

   

2. Edit Customer Information

1. Navigate to Tasks > Customers > Customer List.

2. Double-click on any customer to open and edit their profile.

3. View 1-Year Customer Record

1. From the Customer List, double-click to select a customer.

2. Click the Stats Icon located next to the Customer ID to view their annual metrics.

   

4. Add Multi-Locations for One Customer

1. From the Customer List, set the Customer Type to Multi.

2. Go to the Contacts tab and click the green [ + ] button next to the "Select a contact" box.

3. Enter the new location information and click Save. (Note: To switch between locations, click the down arrow next to the contact box and select the specific store.)

   

5. View Customer-on-Map

1. Navigate to Tasks > Customers > Customers on map.

2. Click on a red dot to view that customer's location, balance, last invoice date, and assigned sales rep.

   

Section 3: Vendor & Purchase Orders

1. Add a New Vendor

1. Navigate to Tasks > Vendors > New Vendor.

2. On the General tab, enter the vendor's information and select the assigned Purchase Rep.

3. On the Purchase Info tab, add their payment and shipping methods.

4. Use the additional tabs (Open Purchase Order, Account History, Payment Summary, Vendor Journal) to manage the vendor relationship.

   

2. Create a Purchase Order (PO)

1. Navigate to Tasks > Purchases > New Purchase Order.

2. Select your Vendor.

3. Look up the desired item(s), enter the quantity, and click Apply.

4. Click Save.

   

3. Mark a Purchase Order as Received

1. Navigate to Tasks > Purchases > Receiving Purchased Items.

2. Select the specific Purchase Order number.

3. Enter the exact amount of items received and click Commit.

4. Type YES in the pop-up confirmation box.

Section 4: User Management

1. Create a New User

1. Navigate to Tasks > Users > New User.

2. Enter a User ID, Password, and basic user information.

3. Under Properties, enter their Commission %, Wage per Hour, Tax Code, and Date of Birth.

4. Set the User's Authority under Sales Preset:

   • Administrator: Full access to all Task Areas.

   • Other Presets: Restricted access to specified Task Areas.

5. If the user is a sales rep, ensure the Sales Rep box is checked. Click Save.

   

2. View User Auditing

1. Navigate to Tasks > Management > User Audits to view real-time activity for the past 6 months.

   

Section 5: System Settings

1. Categories & Departments

• To add a Department: Go to Tasks > Settings > Categories. Click New, enter a Dept Code and Description, then click Save.

• To add a Category: Double-click a Department code, double-click the blank area on the right table, enter the Category code and description, and click Save.

  

2. Payment Terms

• Go to Tasks > Settings > Terms. Click New, enter a Code and Description, and click Save. Right-click any term to delete it.

  

3. Shipping Options (Ship Via)

• Go to Tasks > Settings > Ship Via. Click New, enter the Code, Description, Default Charge, and Service option. Click Save.

  

4. Dimensions & Packing Boxes

• Dimensions: Go to Tasks > Settings > Dimensions. Click New, enter the Code, Description, Attribute, and Quantity. Click Save.

• Boxes: Go to Tasks > Settings > Packing Boxes. Click New, enter the box measurements, and click Save.

  

5. Reason Codes

• Go to Tasks > Settings > Reason Codes. Click New, enter the reason description, click OK, then select the Reason Code Type and click Save.

  

6. Barcode Scanner Configuration

• Go to Tasks > Settings > Barcode Scanner. Check the box for your scanner type and click Save. Use the Test button to scan a barcode and verify the connection.

  

Section 6: Freight & Shipping Services

1. Track Shipments

1. Navigate to Tasks > Freight Services > Shipment Tracking.

   

2. Create a Return Label

1. Navigate to Tasks > Freight Services > Create Return Label.

2. Select the Customer, enter a Label Description, choose a Reason Code, and click Save. (Note: View generated labels under Tasks > Freight Services > Return Label).

   

3. Freight Rate Checker

1. Navigate to Tasks > Freight Services > Freight Rate Checker.

2. Select the Customer, UPS Service, and Billing options.

3. Click Add, enter the Net-Weight, select the Dimensions, and click Recalculate to view the rate.

   

Section 7: Sales Orders & Invoicing

1. Cash & Carry (In-Store Orders)

1. Navigate to Tasks > Invoices > New Invoice - Cash & Carry.

2. Select the Customer, look up items, enter quantities, and click Apply.

3. Select Create Invoice, then choose the customer's payment method.

   

2. Create & Pack a Sales Order

1. Create: Navigate to Tasks > Sales Orders > New Sales Order. Select the customer and items, click Apply, then Save.

2. Pack: Navigate to Tasks > Sales Orders > Packing. Select the open order.

   • Scanner Enabled: Scan items to pack them.

   • Scanner Disabled: Manually enter the quantity in the box.

3. Select Packing Completed and confirm with Yes.

   

3. Generate Invoices

• Standard Invoice: Go to Tasks > Invoices > New Invoice. Select the Open Sales Order. (Enter 'Freight D/C' to print UPS labels). Click Create and print the invoice.

  

• Return Invoice: Go to Tasks > Customers > Return from Customer > New. Select the customer and the items being returned.

Section 8: Financial Operations (AR, AP, Banking)

Accounts Receivable

• Receive Money: Go to Tasks > Account Receivable > Receive Money from Customer. Select the customer, enter the amount, select a payment method, and click Save.

  

• Bounced Payments / AR List: View these reports under Tasks > Account Receivable.

• Financing Account: Go to Settings > Accounts > New Account. Enter the details and click Save.

  

Banking

• Create Account: Go to Tasks > Banking > Bank List > New Bank. Enter the details, set an opening balance, check "Active", and click Save.

  

• Deposits: Go to Tasks > Banking > Deposit to Bank > New Bank Deposit. Select the cash account, add the receipt, and apply.

  

• Transfers / Adjustments: Go to Tasks > Banking > Bank Journal. Select a bank from the dropdown. Go to Tools and select either Transfer Funds or Adjust Funds.

  

  

  

Accounts Payable

• Create Bill: Go to Tasks > Account Payable > New Bill. Select the Vendor, Cash Account, and Payment Method. Click Save.

  

• Pay Bill / Write Check: Go to Tasks > Account Payable > Pay Bill (or Write Check). Follow the prompts to select the vendor and apply payment.

  

  

• Commission Adjustments: Go to Tasks > Account Payable > Commission Adjustment. Click New, select the SalesRep ID, enter the amount, and click Save.

  

Section 9: Mobile App & Troubleshooting

1. PUREJOIN Enterprise App Setup

1. Install: Go to Help > Mobile App for Android > Download. Scan the QR code, open the file, and install the app on your device.

   

   

2. Activate: Open the app, enter your User ID and Password, and press Login. Scan the system QR code, then press Login again.

   

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2. Troubleshooting & Support

• Lost Password: If a user forgets their password, an Administrator must log in, go to the User List, select the user, and click View/Change password.