• Multi-Business Management
• User & Role Control
• Contacts (Customers & Suppliers)
• Product, Purchase, and Sales Management
• Expense Tracking
• Barcode & Label Printing
• Comprehensive Reports
• Simple 3-Step Installation
• Additional Tools: Brands, Taxes, Units, Categories, and Translation Support.

• Start Registration: Click the "Register Business" link on the welcome page.
• Business Details: Enter required fields, select currency and time zone, and click "Next." Different businesses can have unique settings.
• Tax Details: Add at least one tax name and number (e.g., GST/VAT) and proceed.
• Owner Details: Provide the requested information, including a memorable username and password for login. The owner created here becomes the business admin, with the ability to manage other admins later.

Casherp supports managing multiple locations, warehouses, or storefronts, with a default location set for each new business.

• Invoice Scheme: Set up a new scheme or use an existing one. Unique schemes per location aid identification.
• Create a unique invoice layout before setting up a new location if required.
• Default Selling Price Group: Select the selling price group that will be used in this location.
• Payment Options: Manage payment methods and assign defaults to specific accounts.
  1. To add a new location, go to "Settings -> Business Locations," complete the details, and select an Invoice Scheme and Layout. Each location's inventory and transactions are tracked independently for better analysis.
  2. To disable a business location, click "Disable" in the List Business Location. Ensure users assigned to the disabled location are reassigned, and keep at least one location active to avoid errors.

In Add/Edit Business Location, you can enable or disable payment methods by checking/unchecking options. For setting default accounts, refer to the provided documentation link.

To customize payment labels, go to Settings -> Business Settings -> Custom Label -> Labels for custom payments. Rename default labels like "Custom Payment 1" to your preferred names, e.g., "RazorPay."

(a). Adding users

To add a user, go to User Management -> Users -> Add New, fill in the details, select a role, and assign a unique username. Optionally, set a commission percentage (if enabled) and activate or deactivate the user. Users can also be edited or deleted.

(b). Max sales discount

The maximum discount this user can give during sales in the POS & sales screen. If you don't want to have this restriction then simply keep this value blank.

(c). Role Management

Each new business includes default roles: Admin (full access) and Cashier (POS access only). You can create new roles by naming them and assigning permissions. For location-specific access, use the "Access locations" setting, or select "All Locations" for full access. Roles can be edited or deleted.

(d). Using Commission Agent feature

By default, the Commission Agent feature is disabled. Enable it via Settings -> Business Settings -> Sales -> Sales Commission Agent.
There are three options:

• Logged in User: The user adding sales automatically earns the commission.
• Select from User's List: Choose a commission agent from existing users.
• Select from Commission Agent List: Pick from a predefined list of commission agents.

(e). Adding Commission Percentage:

You can add commission % while adding/editing the User or Sales Commission Agent
Commission Calculation Type:

User commissions can be calculated in two ways:

• Invoice Value: Based on the total invoice amount. For example, a $5000 invoice at 10% commission yields $500.
• Payment Received: Based on actual payments received. For instance, receiving $2000 out of $5000 in the first month gives $200 commission, with $300 commission for the remaining $3000 received later.

(f). Calculating Commission Amount:

To view commission amounts, go to Reports -> Sales Representative Report, select the user, and see a summary of Total Sales, Commission, and Expenses. Note: Commissions exclude shipping, taxes, and overhead costs.

(g). Commission payment:

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

• To record a paid commission as an expense, calculate it from the Sales Representative Report, then add it in the Add Expense menu by selecting the appropriate option in the "Expense-For" dropdown.
• Using HRM module

In the HR module, payroll creation automatically includes sales commissions, displayed as Payroll Components for transparency to both the business owner and the user.

Customer & Supplier Ledger

Go to Contacts -> Supplier/Customer, click the actions button, and access the Ledger. Use date-range selection and checkbox filters to customize transaction views.

-Adding Discount for Customer/Supplier on Balance due:
Discount for balance due amount can be added for customer/supplier. Click the add discount button on the customer/supplier ledger screen

NOTE
*Only admins can add Ledger Discounts.
*Ledger Discounts differ from Sale Discounts and do not appear in Sale Discount calculations, as they are not linked to specific invoices.

The opening balance represents the initial amount a customer owes you or the amount you owe a supplier when transitioning to the software. For customers, it's the amount they need to pay; for suppliers, it's the amount you need to pay them.

You can set an opening balance in the Add/Edit Contact screen for suppliers or customers.

To view a contact's opening balance, go to List Supplier/Customer, select View, and check the opening balance and balance due on the page.

To pay an opening balance, go to List Customer/Supplier -> Actions -> Pay, then enter the payment amount in the popup modal.

To add a new contact, go to Contacts -> Suppliers or Customers, click Add New Contact, and select the contact type (Supplier/Customer/Both). Fill in the relevant details, access additional fields via the More Information button, and configure the following options:

• Pay Terms: Set terms (days/months) for payment notifications.
• Customer Group: Assign a group (refer to detailed documentation).
• Credit Limit: Define the maximum credit limit; sales exceeding this won't process on credit.
• Opening Balance: Enter any pre-existing balance before using Casherp.
• Advance Balance: Record advance payments or receivables from the contact.

Click the View button to see a Supplier's or Customer's details, including transactions like Purchases and Sales. Use the Pay Due Amount button to settle all outstanding invoices for that contact.

To assign contacts to a user, enable the feature by setting enable_contact_assign to true in pos\config\constants.php. When adding a user, check Assign to specific contact, then select the user when adding the contact.

To change the default "walk-in-customer" name, access the database contacts data table and update the first name field as needed.

You can set credit limits for customers by going to Contacts -> Customers -> Action -> Edit -> More Information -> Credit Limit.
-Blank field: No credit limit (infinite).
-Credit Limit = 0: No credit allowed. If the credit limit is reached, partial or credit sales are not allowed. Avoid setting it to 0 if no limit is intended.

Advanced balance represents the amount a business owes to customers or suppliers. To add an advanced balance, go to Customers -> Customers/Suppliers, click the Action button, select Pay, enter the amount in the pop-up, and click Save.

To use advanced balance for a purchase or sale, add the transaction, select the relevant customer/supplier with an advanced balance, choose the Advance payment option, and save.

Opening balance represents the total amount customers owe the business or the total amount the business owes to suppliers.

To add an opening balance, go to Contacts -> Customers/Suppliers, then either click Add for a new contact or Edit for an existing one. Click More Information and enter the opening balance amount for the user.

Ensure the reward points feature is enabled before proceeding with Loyalty Cards. Refer to the detailed instructions provided.

To set up Loyalty Cards after activating reward points:

• Assign a Customer ID: Provide a unique ID when adding a new customer.
• Print the Loyalty Card: Use the Customer ID to design and print the card externally.
• Use at POS: Select the customer during a purchase by scanning the card's QR/barcode, entering their name, or mobile number. Complete the sale to link it to the Loyalty Card for reward points.

Customer Groups help classify customers, such as Retail, Wholesale, Friends, or Colleagues.
-Add a Customer Group: Navigate to Contacts -> Customer Groups -> Add, provide a group name, and set a Calculation Percentage to adjust selling prices (e.g., -20% reduces the selling price, +20% increases it).
-Usage Example: Assign a group (e.g., "Friend") to a customer, and the group's calculation percentage will automatically adjust product prices during sales. Note: This adjustment is internal and won't display as a discount on invoices or POS screens.
-Reports: Use the Customer Groups Report to analyze sales performance by group. This feature is perfect for managing retail, wholesale, or other customer categories.

-Navigate to Products > Add Products.
-Fill in the following details:
Product Name, Brand, Units, Category, Sub-category
-SKU: Add a unique identifier for the product. If left empty, it will auto-generate. You may also add a prefix for the auto-generated SKU.
-Optionally, enable barcode printing for labels.