Manual

If you've just signed up, these seven steps are enough to record real sales by the end of the day. You won't need anyone's help.

1.1 Company details: 3 minutes

Settings → Company and locations, the "Seller details" card.

Enter your company name, tax number, address, phone and email. These go on your documents, on the write-off report and on the stocktake reports. If you later issue invoices too, the same details go on the invoice, so it's worth getting them right now.

The Bank account number is optional: if you fill it in, it appears on your quotes so the customer knows where to pay; if you leave it empty, the quote has no such line.

If you also give quotes, upload your logo on the same page, on the Company logo card (or while writing your first quote, with the Add logo button, which asks whether it should be the company logo or just for that one quote). PNG or JPG, up to 2 MB; a PNG with a transparent background looks best. We don't accept SVG, so save it as PNG first. The logo goes in the quote header.

1.2 Your first warehouse: 1 minute

When you sign up, you get one shop and a "Main warehouse". If you have one shop, that's all you need; at most, rename it. You add another shop on the same page, on the Shops card: Add shop creates its warehouse too. The warehouse is named after the shop by default, but you can rename it right there (for example "Westend – counter"); that name is what shows in the list of warehouses.

Nothing works without it: goods can only have stock in a warehouse, and the till deducts from a warehouse too. If you keep goods in more than one place (the shop and a storeroom), add more; you can move stock between them at any time.

1.3 Products: pick one of three routes

On the home page of an empty shop you'll see the "Let's get started" panel, which offers the same three routes:

Sample data can be deleted with one button at any time (Settings → Data), and it never mixes with your real data, so feel free to experiment with it. That's also why it can only be loaded into an empty shop: once you've added even one product of your own, the program won't allow it (the sample products would sit next to the real ones at the till and in the reports). In that case, open a separate trial account to try things out.

If you have a spreadsheet, chapter 2 walks you through it in detail.

When adding by hand, at the bottom of the product page you can choose which warehouse it goes into and how many you have right now (opening stock). You can also add it without stock; it will still appear in that warehouse's list, at zero. The sales unit can also be lm, m2 or m3 (for pipes, trims, flooring), and these allow fractional quantities. If you later move the entire stock to another warehouse, it disappears from the old one. If you don't know yet where it will arrive, choose "none": the first goods receipt will put it wherever you receive it.

With several warehouses, the program remembers on each computer which warehouse you're working in: goods receipts and new products start with it, and the Products and Stock on hand pages show the warehouse selected at the top (or all of them together).

1.4 Testing the barcode scanner: 2 minutes

Most USB scanners behave like a very fast typist: they type the code and press Enter. No special setup is needed.

The test: open the Till, click in the Scan field, and scan a box. If the code (or the product) appears, the scanner works. If nothing happens, the scanner isn't in keyboard mode; look for the "HID / keyboard" setting in the device's manual.

Touchscreen counter PC with a second display (e.g. a 15.6" touchscreen main display and an 11.6" customer display, 1366 × 768). Here's how to make it comfortable:

1. Windows, if you have the choice: the customer display is a browser window on the second screen, and Windows can put it on the other display. On Android, the browser can't open a window on the second display.
2. Chrome or Edge. Open the program, and at the right end of the address bar click Install (or ⋮ → Install app). From then on it runs in its own window without the browser's header, which on a small screen gives the basket 80–90 more pixels.
3. Settings › General › Appearance: set Style to Classic (it runs smoothly on older i5 machines), and leave Touch mode on Automatic: it detects the touchscreen by itself and gives you finger-sized buttons.
4. Offline readiness: on the Till, refresh the page once (F5), and wait until the indicator in the header turns green ("ready for offline mode").
5. Customer display: click Customer display in the Till's header. The first time, the browser asks whether it may manage windows across several displays; allow it, and the window moves to the second screen by itself. Press the Full screen button there. The display's language can be chosen in its header (magyar, English, Tiếng Việt); it's for the customer and independent of the cashier's own language. The display shows the basket, the item prices and the amount due, and after a sale a "Thank you" message; never purchase prices, stock or the operator's name. It works without internet too, because it gets its data from the till within the same computer.

On a short screen the Till becomes more compact by itself: the shop's to-dos shrink into one line (tap to expand) and the description disappears, to make room for the basket.

1.5 Your first sale

Sales → Till. Scan a product and press the Record the sale button.

Here's what happens:

• the stock is deducted immediately, and the movement goes into the ledger;
• a window pops up: "Sale completed", and below it in large letters "Now enter it on the cash register!" with what you need to enter: the gross amount for each VAT rate. Once you've entered it, the Entered — next customer button (or Enter) closes it. Until you confirm, the till won't let you continue; if you scan in the meantime, the product waits for the confirmation and isn't lost;
• the customer gets the receipt from the cash register.

So you don't have to type it twice: price codes. If your cash register has a barcode scanner (the Micra Jota, SAM4S and Datecs models do), the till can also draw the amounts to enter as barcodes on the screen: the cash register scans them, and each line goes to the department for that VAT rate. No cable needed. Set it up once per computer: Settings → General → Cash register, Price code on screen. On the cash register, one department PLU with an open price has to be programmed for each VAT rate, using the codes shown on the card (by default 00027, 00018, 00005, 00000, and 00050 for the deposit fee (DRS)). The cash register's service company (for Micra, usually JutaSoft) will do this for you, and they'll tell you whether the machine expects a 21 or 22 prefix. Check it by scanning the card's test code: the machine should show "27% department — 1 234 Ft". At payment, the operator picks the payment method and closes the receipt on the machine. The receipt still comes from the cash register; neither we nor the service company have anything to do with that. There's no price code for returns: those have to be issued with the cash register's own return function. If the scan doesn't work, the numbers are still there below the code.

If your cash register can be controlled from software, you can skip the typing: Settings → General → Cash register, With a driver, at payment. From then on the till sends the items itself at payment and the machine prints; if the machine doesn't respond, the numbers stay on the screen as before and can be entered by hand. This is set per computer, and only works with a cash register that has a driver. Ordinary online cash registers (SAM4S NR-300, Datecs DP-25 EU) do not accept receipts from a computer during the day, as their own manuals state; what can be controlled from a computer is a fiscal printer (Fiscat Super FP, Micra Sento FP and the like), using the manufacturer's driver.

An itemised slip for the customer. The cash register's receipt shows department totals ("27% — 2 247 Ft"), not product names. If the shop wants to hand out an itemised slip too, a receipt printer (80 mm thermal paper, for example an Epson TM-T20III) connected to the computer does the job: Settings → General → Receipt printer, one switch, and from then on after every sale it automatically prints what the customer bought and for how much. The slip is titled "Purchase summary" and states that it is not a fiscal document; the receipt still comes from the cash register, and the customer gets both. Setup on the shop computer, once:

1. Install the printer's own driver (for Epson, from the Epson website), and set it as the default printer.
2. So you don't have to click the print dialog at payment, start Chrome with the --kiosk-printing switch (added to the end of the shortcut's target). It works without it too: just press Enter in the print dialog.
3. Try it with a sale. If the slip is blank or cut off, the printer's paper size isn't 80 mm; change it in the driver settings.

If the customer takes several of the same item, type the number in the Qty field and scan once. The field resets to one by itself after the item is added. If you're used to an old cash register, you can do it the familiar way too: type 3* in the scan field (the three jumps to the Qty field), then the code.

If after scanning you see that you need one more of the same, press the + button on the line: + and − always act on the most recently scanned item.

On paper or by email? For every document other than a receipt, the till asks whether the customer wants it on paper. If email is enough, we send it to the customer's address; if they don't have one on file, you can type it right there and it's saved to the customer. VAT invoices are sent by the invoicing service (as e-invoices); we send the sales slip and the delivery note. If sending fails, the till tells you after recording; in that case, hand over the paper copy.

1.6 Day close

In the morning, the till asks by itself how much cash is in the drawer: type it in (for example "50k"), press Enter, and you can start selling. You can do the same on the Sales → Day close page; at the end of the day, close the shift there.

With several shops, each shop has its own shift and drawer. The till opens its own shop's shift; on the Day close page, use the Shop selector to view one shop's day (or the All shops summary). Count and close the cash shop by shop; shops can't touch each other's shifts.

The close tells you how much cash should be in the drawer (rounded to the nearest 5, the way customers paid), and lists sales by VAT rate. Compare this with the cash register's Z report. If the two differ, you can still find out the same day where things slipped.

1.7 What comes next

• If you're coming from an old program: chapter 2, switching over.
• If you're starting from scratch: add your products, set your prices (chapter 7), and print shelf labels.
• Add your staff (chapter 12). Everyone should work under their own name, because that's what shows in the log.

This chapter is about bringing your data across without closing the shop for even a single day. Expect a week or two of running both systems side by side — that's how it should be, not a problem.

2.1 What to export from your old program

You need three things, in this order of importance:

1. Product master data — name, barcode, item number, VAT rate, selling price, purchase price, unit. This is the most important one: nothing works without it.
2. Opening stock — the quantity for each product. We load it in a separate step, even if it comes from the same file.
3. Partners — suppliers and customers, if you kept a list of them.

Most older programs can export to CSV or Excel. If yours can't, a printed list is enough to start from, but then entering the data is manual work.

2.2 Import: file → fields → trial run → done

Sample file and bulk price changes. On the Stock › Products page, the Export (Excel) button downloads the (filtered) product list. Its header row is exactly what the import expects — if you're not sure what kind of spreadsheet to prepare, export one or two products and fill that in. For a bulk price change: export, change the prices in Excel, save, and load the file back here — existing products are updated by item number, and only the fields that have a column change. Enter VAT as a number (27, 18, 5, 0); cells formatted as percentages are understood too. Item numbers and barcodes are exported as text, so Excel won't strip leading zeros or turn a 13-digit code into 5,9982E+12. If an old spreadsheet still contains a code like that, the trial run flags it and that row is skipped — you can type in the full code right there.

Bulk edits from Excel. The export contains every editable field of a product: additional barcodes (including case codes), description, maximum stock, VTSZ (customs tariff number), deposit fee (DRS) and returnable packaging too. So you can change anything in one go:

1. Filter the Products list down to what you want to change, and export.
2. Edit what you need in Excel — leave the other columns as they are, or delete the column: anything not in the file is left untouched. For renaming alone, the Vonalkód (Barcode) and Megnevezés (Name) columns are enough.
3. Save it as CSV and load it back here. The trial run shows what will be updated.

Good to know:

• Empty cell = no change. If you want to clear something (description, VTSZ, fee, returnable packaging, additional barcodes), put a - in the cell.
• Additional barcodes go in one cell, separated by semicolons: 5999123456789; 5998123456786×12. The ×12 (or simply x12) marks a case code: one scan counts as 12 pieces. Any code you delete from this cell is removed from the product; the main barcode stays in the Vonalkód (Barcode) column.
• Returnable packaging: enter the item number of the packaging (bottle, crate), and next to it the quantity (1 per bottle, 0.05 for a crate of twenty).
• The Állapot (Status) column is for information only: archiving is done in the program, not from the spreadsheet.

Review your product data after switching. On the Products page, Detailed filters › Missing data shows which products have no barcode, selling or purchase price, or product group — fill these in during the first few days, otherwise the checkout can't find them and the stocktake values them at 0 Ft. The same filters also work by manufacturer, supplier or price range, if you want to reprice a whole product group at once (filter, export, edit, load back).

Settings → Data migration. Four steps, and you can go back at any time:

1. File — choose what you're importing (products, opening stock, suppliers, customers) and upload the file. If you're putting it together yourself rather than using an export from your old program, download the Sample file: it contains the column names the program recognises automatically, plus two example rows.
2. Fields — first the header row: if your old program printed the list title and date above the column names, the program skips them and shows which row it took as the header — if it picked the wrong one, mark the right one. Then you tell it what each column in the file means. This is where you say whether prices are net or gross, and which warehouse the stock should go into — with several warehouses, you have to choose one; the first one is not preselected. You can save the mapping so you don't have to click it together again next time. Item number is not required: if your old program didn't have one, existing products are matched by barcode, and new ones get an item number generated from their name.
3. Try it — the system runs the import without committing anything and shows what will be new, what will be updated and what will be skipped — with the reason for each row. This step is the heart of it: this is where you find out if a column in the file has shifted. The row numbers are the same as in Excel, so you can find the row in your spreadsheet straight away. A red row doesn't stop the import: it's skipped automatically and everything else goes in. If there are a lot of red rows, two buttons help: Fix all (the button tells you what it will do: negative stock becomes 0 pcs, an invalid VAT rate becomes 27%, a missing name becomes the item number — so the rows go in and you correct them in the program), or Skip all (these rows are not imported). You may already have these: if a row would come in as a new product, but you already have a product with the same name under a different item number (for example, you're reloading the list and your old program has renumbered the items in the meantime), the trial run lists these separately. By default, the existing product is updated: it gets the new item number, and the new barcode is added next to the old one — so you don't end up with two product cards for one item, with the stock split between them. If it really is a different item, choose Add as new product. If several products share that name, you have to choose which one to update.
4. Done — the final import, with a report of what happened. If a row was imported but some of its data wasn't (for example, its barcode already belongs to another product), the Imported, but not all of its data table lists it, with the reason.

Tip: load only the products first, and check the list. Stock can wait until after that — so if something went wrong, you don't have to fix it twice.

Fractional prices and quantities come across exactly. A purchase price of 137,7119 Ft doesn't become 138 Ft, and 1,075 kg of apples doesn't become 1075 kg. If you loaded a file like this earlier, before 13 September 2026, it's worth checking the stock and prices of your weighed goods.

Product images in bulk. If you get a folder of images from your old program or your photographer, you can upload them all at once here, at the bottom of the page: each image should be named after the product's barcode or item number (5998200450011.jpg, TEJ-28.jpg) — supplier images named by product code work too, if your item number is the same. The separator doesn't matter: JNG029-0156.jpg goes to the product with item number JNG029_0156. If an image matches more than one product this way, we don't attach it, but show you which products it matches — that's where it's worth tidying up the item numbers. Don't reload your product list with different item numbers just for the images. You can also select a folder or a ZIP file. We first show you which image goes to which product, and which codes have no matching product — so load the products first, then the images. Existing images are only replaced if you ask for it.

2.3 Opening stock

Load stock in a separate step, from the same file or a different one. It's separate because a product is still a product even if its stock is wrong — it's best not to mix the two kinds of mistakes.

In the stock list, a product is identified by its item number or barcode — either one is enough. If the barcode is a case code (see 5.3), enter the quantity in cases: the program multiplies by the number of pieces per case (2 cases × 12 = 24 pcs). Rows with 0 stock are skipped on purpose — there's nothing to book as opening stock. If you have more than one warehouse, you have to choose the warehouse (Into which warehouse?): stock loaded into the wrong warehouse has to be transferred afterwards. At the end of the product import, it asks for this here too, above the Load stock from the same file button.

Opening stock is added, not overwritten: if the warehouse already holds 5 pcs and the file says 10, you'll have 15; if you've already sold two in the meantime (−2), 8. So loading the same file twice doubles the stock. The trial run shows this for each row, along with the result. If you want to start with a clean slate after testing, see below.

If the file shows your real, current stock (for example, a fresh export from your old program), choose Set to this number on the What about the existing stock? switch: the stock then becomes exactly the number in the file (5 pcs → 10 pcs, −2 → 10 pcs, 0 is valid too), and only the difference is booked, as a correction. Two lists going into the same warehouse (for example, two shelves) should stay on Add to existing. Files with batches or expiry dates can only be added. The switch starts on adding for every import.

If you have no usable stock data from your old system, there's a cleaner route: do a stocktake (chapter 6). The counted quantities become your opening stock, and from then on everything matches.

If you loaded it wrong, start with a clean slate. The opening stock import is added to existing stock, so reloading would double it. On the Settings → Data page, the owner can reset stock to zero (for one warehouse or all of them) by typing in the company name: products, partners and invoices stay, only the quantities become zero, and a stocktake correction is recorded in the ledger for every item, so you can see later what happened. After that, the opening stock import starts from a clean slate. If the products came in wrong as well, Delete all data in the same place removes all content (products, partners, documents) while keeping the accounts and settings — it can't be started once an invoice has been issued.

2.4 Stock reconciliation — the check

Settings → Stock reconciliation. Upload the stock export from your old system, and the program shows where the two differ: what the file says, what we say, and the difference. A separate section also shows what we have in stock that isn't in the file.

Don't skip this step. It's the only point where you can measure whether the migration succeeded.

2.5 Pricing and shelf labels

• Stock → Products: on the list you can change prices in bulk (percentage increase or decrease), as well as VAT rate, minimum stock and product group. For a percentage price change, also choose the rounding (whole forint, 5 Ft, 10 Ft, ending in …90, or exact to the fillér) — the dialog previews the new price on three of the selected products, so no odd fillér amounts end up on your shelf labels. If you get it wrong, you can undo it with one click in the Recent bulk actions panel for 7 days.
• Stock → Pricing: price lists, per-customer discounts, quantity tiers.
• Products → Shelf labels: print new shelf labels for products whose price has changed. On the product list, the "Price changed" filter shows which ones need a new label.

2.6 Staff

Settings → Team. Add your staff with name, e-mail address and role. The system gives a temporary password that you need to pass on — it's shown only once.

If someone forgets their password, the New password button in their row (also on the Team screen in the phone app) gives them a new temporary password. The old one stops working immediately and the system signs them out on all their devices; hand the new password over in person — they'll have to choose their own the first time they sign in.

Also set which warehouses each person can access. You can fine-tune permissions in the Settings → Permissions matrix (chapter 12).

Several shops, one login per shop. If you give logins per shop rather than per employee (the "Mammut", the "Westend"…):

1. Settings → Company and locations: every shop and the central warehouse should have its own row on the Shops card — Add shop creates its warehouse too, so you don't need to touch the Warehouses card. If you previously added a warehouse to the wrong shop, you can move it with the Site selector in its row — its stock doesn't change.
2. Settings → Team: add the shop with the Cashier role, and under Warehouse access tick the shop's warehouse. For the central warehouse, the Warehouse worker role is the right one (transfers, receives goods, does stocktakes, but doesn't sell).
3. Each login needs an e-mail address, and an address can only be used once. If not every shop has its own address, the +shop form of your own address counts as a separate address: anna+mammut@…, anna+westend@… — the e-mails still arrive to you.
4. For managers, leave Warehouse access empty: that means all shops.

If you mistyped an address and nobody has signed in with it yet, use Delete in its row on the Team page — you don't have to leave it on the list as deactivated. The sign-in page remembers the last address used on that computer (and the browser offers to save the password too), so at the counter you only need to type the password each day.

Which shop sells what. If not every product is sold in every shop (the jewellery shop's ring isn't available in Mammut), tick its shops in the Where do you sell it? field on the product page — for many products, select them on the Products list and use the Where do you sell it? bulk action; when importing, use the Boltok (Shops) column ("Mammut, Westend"). With nothing ticked, a product is sold in every shop, so you don't need to touch your existing products. After that:

• the shop's checkout only offers its own products (in search, on the quick buttons, offline too); if someone scans a different one anyway, it says "not sold in this shop" — and won't sell it;
• a login tied to a shop also sees only its own shop's products in the product list. If someone needs to see all of them (e.g. the central warehouse worker), switch it on for them under Permissions: Más boltok termékeit is látja (sees other shops' products too);
• you and your managers can use the Shop selector on the Products page to view All shops or just one.

A shop login's checkout shows the warehouse name with no selector: it sells only from its own shop's stock. To see who was at the till even with a shared login, use Handover on the Day close page — the employee's name is recorded on the shift.

2.7 Integrations

None of these is required to get started, but each one saves you time:

Keys are stored encrypted, and the interface only ever shows them masked.

2.8 Running in parallel — the first week or two

Don't switch off your old program on day one. The suggested approach:

1. Days 1–3: every sale goes into both systems. It's tiring, but it's what shows you where the two differ.
2. Days 4–7: Készletpont only; keep the old program for checking. Compare the day close with the cash register's Z report every day.
3. Week 2: do a stocktake. If the difference is acceptable, the switch is complete.

2.9 When you can call it done

Four signs, all together:

• the day close and the Z report match on three consecutive days;
• stock reconciliation shows no unexplained differences;
• your staff work under their own names and don't have questions every day;
• the stocktake difference is within your usual range.

2.10 Or let us do it

If you'd rather not go through the data migration yourself, we'll do it for you, for a fee. This includes preparing the files, the import, loading the opening stock, and verifying the result with a stock reconciliation — with a handover sign-off sheet.

What it does not include: cleaning up faulty data from your old system (missing barcodes, duplicate item numbers, wrong prices). That kind of work is unpredictable, so it's charged separately at an hourly rate — but we'll tell you up front how much of it there is.

Ask about it under Support.

3.1 Selling

Sales → Till.

• Scanning: barcode, item number or name. If what you typed matches more than one product, the program lists them and you have to choose — it doesn't guess, because a wrong guess would mean selling something other than what the customer is taking home. Matches drop down below the field as you type (picture, price, the shop's stock): step through them with the arrow keys, pick one with Enter, close the list with Esc, or simply click. The barcode scanner keeps working in the meantime.
• Several of the same: type the number into the Qty field and scan once. It then resets to one by itself. The old-register habit of typing 3* also works, in the scan field.
• A whole case: if you set up the case's code as a case code (see 5.3), scanning it puts the whole case's quantity in the cart at once — 2* and a case of 12 gives 24 pieces.
• One more of the same: + and − act on the item you scanned last.
• Quick buttons: bread rolls, coffee, loose goods — anything without a barcode — are one tap away on the grid below the scan field. Until it's set up, the top of the till, next to the warehouse, shows a Set up quick buttons button; the grid only appears once it has buttons on it. The owner builds the grid with the Edit button (product, short label, colour, order) and can rearrange it at any time; the till shows the new layout right away. It's worth doing on day one, so nobody has to search for pastries by name.
• Asked for, not in stock: if a customer asks for something that's sold out, or that you don't carry at all, record it with the Asked for, not in stock button in the till's header: pick the product in the search window, or, if there's no such product, record it at the bottom of the window with the text you typed (if the scan field found nothing, the word is already filled in). The Reports → Asked for page shows what was asked for and how often — sold-out items count as demand in the order suggestions too, and products people keep asking for but you don't stock are good candidates for your range.
• Weighed goods: the program recognises the weight barcode printed by a scale (a barcode starting with 2), and takes exactly that much off stock — 0.35 kg of cheese, not a whole kilo. If you don't have a label-printing scale, you can type in the weight: for a product sold in kg, l or m, enter 0,35 in the Qty field and then scan it (or tap its quick button). The customer's discount and quantity pricing still apply.
• Running low on the shelf? If you put more in the cart than the shop's warehouse holds, a note appears under the line (in the warehouse: 0 pcs) — you can still sell it. The till only shows your own shop's stock, not other warehouses' (the customer can see the screen too); check those on the Stock → Stock on hand page. The till remembers its shop on this computer, and doesn't jump to another one even after a reload.
• Did it go through? A recorded sale is confirmed in a green bar at the bottom of the screen (with the document number); errors appear in the same place, in red.
• On the first scan a pop-up asks (on the simple till): Do you need a VAT invoice? It doesn't ask about the payment method — you choose that at the end with the buttons under the amount to pay. The question doesn't lock the till: if you don't answer and just keep scanning or click somewhere else (for example the Card button), it'll be a receipt. For a VAT invoice the cursor jumps straight to the customer field. After recording (F9 or the button) you get a clean slate for the next customer.
• Document type: receipt (the usual), sales list or delivery note (on the customer's account, to be invoiced later), or VAT invoice (issued immediately). You can only issue a VAT invoice once invoicing is set up (Settings → Invoicing and NAV, Számlázz.hu or Billingo) — until then, give a receipt. Don't ring up the invoice on the cash register: the invoice replaces the receipt. Start with the customer's tax number: if they're already on file, pick them from the list; if not, NAV fills in their name and address — check it and save. For a private individual you need a name and address.
• Payment method: big buttons under the amount to pay: cash, card (on a bigger shop's till, bank transfer too) or mixed. For card there's nothing to type. For mixed, you enter how much they paid in cash — the rest automatically becomes the card part. This matters so that in the evening the drawer and the card terminal each add up separately.
• On credit (running a tab): a regular customer takes the goods now and pays later. Choose the On credit payment — the program immediately asks for the customer, because a tab can only be run in someone's name, and only on a receipt. If you haven't added them yet, add them on the spot with the Add new customer button in the search: name and phone number for a private individual, tax number for a company. For a company it's enough to type the tax number into the search: if they're not on file yet, the program gets the name and address from NAV (if the NAV connection is set up). When they bring the money, record it on the Sales → Debts page: tick which of their receipts they're paying — if you don't tick any, the oldest is settled first.
• Change: for cash, type in the amount received, and the program shows the amount to pay rounded to the nearest 5 and the change due, broken down into notes and coins.

Small shop or bigger shop. You choose on the Settings → General → How the register works card: the simple till asks questions and shows few buttons, the free one shows everything and doesn't ask. This is also where you set the default document and payment. If you have several shops, it can differ shop by shop on the Company and locations page.

Works without a mouse too: F2 scan · F4 document type · F6 customer · F9 record · ↑↓ line · +/− quantity · Del delete · Esc cancel.

3.2 Returns

In the header, switch to Return mode. From then on every scanned item goes back into stock, the document total becomes negative, and the panel turns red — so it can't be mistaken for a sale even for a moment.

It also has to be rung up differently on the cash register: the card spells this out separately.

3.3 Bottle deposit refunds (DRS)

• During a purchase: enter the number of bottles in the Bottles brought back field — or the amount next to it, if you're reading it off the reverse vending machine's slip — and the fee is deducted from the amount to pay. The two fields fill each other in.
• Without a purchase: on the same panel, in the "Deposit refund without a purchase" section. The shop pays out money; the cart isn't affected. The payout goes into the shift of the shop at whose till you paid it out, and in the evening it's subtracted from the "Should be in the drawer" amount on the Day close — so it doesn't show up as a shortage.
• On a return, the deposit fee for the returned bottle is added to the change: the customer gets back both the goods and the bottle deposit.
• Weighed goods with a deposit fee (e.g. pickles in a returnable jar): the fee belongs to the product, not to its weight. For items sold by the piece it's charged per piece (3 bottles = 3 fees); for goods sold by the kilo, litre or metre, once per line, however much you weigh — 0.347 kg of pickles gets a 50 Ft fee. If it's returned, you refund that one fee.

The fee is not the shop's income, but a pass-through item. The Sales → Deposit refunds page shows the settlement, and you can save the report for your accountant from there.

3.4 If the internet goes down

The till keeps working. It searches in a copy of the products downloaded to the computer, sales wait on the computer, and as soon as the connection is back, they upload by themselves.

What you need to know:

• A VAT invoice can't be issued offline (it needs a sequence number and reporting to NAV). Sell with a receipt and invoice it afterwards.
• We don't allow the day close while there are sales not yet uploaded — because today's takings would be incomplete. You can count the money; the close can go ahead once the connection is back, and the sales land on their own day.
• Check offline readiness in advance (Settings → General): that's where you see whether the computer has downloaded the products. Once the outage happens, it's too late.

3.5 Shifts and day close

• Open a shift with the cashier's name and the opening cash in the drawer; the sales recorded belong to that shift. The opening amount counts towards the expected cash.
• Handover closes and opens in one step. In the Message for the next shift field, write what your colleague needs to know (e.g. "the milk fridge door sticks"). The next cashier sees a Message from the previous shift button in the till's header, which takes them to the Day close: the handover card there shows the message, the shift's takings, the goods that came in, and what dropped below its minimum. (The till deliberately shows no numbers — the customer can see it too.)
• Day close: the day's takings broken down by VAT rate, the cash in the drawer (rounded), the rounding difference on a separate line, the bottle deposit fees collected and refunded, and the money actually received per payment method (cash rounded to the nearest 5 here too, as it is in the drawer). A tab settled in cash (Debts) also counts towards the drawer; a receipt given on credit doesn't — it's on the On credit (no money came in) line.

Check the cash line against the drawer, and the card line against the card terminal's end-of-day report.

You can also get it by email in the evening. On the Settings → Notifications page you can turn on Day close by email: at nine in the evening the day's summary arrives — takings, cash in the drawer, cash discrepancy, VAT breakdown. If you're not in the shop, this tells you what happened without having to log in.

Count the money and enter it. At closing (and at a handover) there's a field for the counted cash. If you fill it in, the system saves the difference, and the Reports → Cash discrepancy page shows whose till is off, by how much and how often. A single discrepancy means nothing — a recurring one means everything. You can leave the field empty; without it, the close only informs you, it doesn't hold anyone to account.

Monday morning, the week in one email. On the Settings → Notifications page, the Weekly summary by email rule sends the previous week at seven on Monday: takings compared with the week before, the five best-selling products, what sold out and hasn't been restocked, what's been sitting for weeks, and the till balance. No need to open three reports over your coffee — you can place your order straight from this.

3.6 Quotes

Sales → Quotes → Create a quote. You can give it a subject (downpipe replacement) — that way it stands out from your other quotes, both in the list and in the customer's inbox. You set who it's for (a customer on file, or just a name and email), how long it's valid, and add the lines — from your products (at the sale price, but you can change it and give a discount), or as free-text lines (labour, delivery).

In the What goes on the quote section, tick which columns appear on the page. If the customer orders by code, turn on Item no. or Barcode — it appears next to the lines taken from products, and the customer can order from there. If only the total matters, you can remove the net unit price, the VAT rate or the net value; one price always stays. The signature area is off by default — if you want it back signed, turn it on. Right below, you see how the page looks; the next quote starts with the same choices.

Once saved, on the quote's page:

• Print — if you need it on paper (for example, for the building site). The quote opens as a PDF in a new tab, and you print it from there; it's the same page the customer gets by email. If you uploaded your company logo (1.1), it's in the top left. If you turned on the signature area, there are signature lines at the bottom for you and the customer ("I accept the quote"), so you can ask for it back signed.
• Download PDF — if you want to forward it yourself or keep a copy.
• Send by e-mail — it goes through your company's mail account (Settings › E-mail), with the quote attached as a PDF. The subject and a short, polite message ("Dear …, Please find our quote attached.", followed by your name and your company's contact details) are filled in for you — feel free to change them; it goes out exactly as you leave it. The program doesn't put any lines or amounts in the body of the email: the PDF carries those, and you can check it with the Show me button before sending. Afterwards, the list shows who it went to and when. Copy to me is ticked: you also get an email at your own address ("Sent: … quote — customer") with the same PDF, so the quote you sent is in your Gmail or Outlook too. If the customer replies, the reply goes to the email address set in your company details (or the issuer's) — so it's worth filling that in.

Two businesses, one warehouse? If, for example, you also issue quotes as a sole trader alongside your company, from the same stock, add the other one on the Settings → Company and locations → Additional issuers card: name, tax number, address, bank account number, contact details, and upload its own logo (it doesn't get the company's). From then on, an Issuer selector appears in the quote editor, under the Subject: it defaults to the company, but you can switch it — the page's header, footer and the email then show their details, and the sender name is theirs too. Stock, products, customers and quote numbering are shared. The computer remembers who you chose last. If you want to see in the list who issued a quote, turn on the Issuer column with the Columns button. This has no effect on invoices or the till — those still show the company.

The quote is exact to the fillér and doesn't round: the To pay (gross) at the end is the exact gross amount — the customer can check it with a calculator.

Customer accepted? On the quote's page, choose which document the goods go out on (for a customer on file, delivery note by default; it can be a sales list or a receipt), and press Order from quote. The quote's products appear as an order, at the quote's prices, in the Sales records list. There, Reserve sets the quantity aside in the warehouse (nobody else can sell it), and when the customer takes it, fulfilling the order takes it off stock. The labour and delivery lines stay on the quote — they have no stock; you can add them by hand to the invoice when you later invoice the delivery note.

A quote doesn't touch stock, and it doesn't become a sale or an invoice.

Purchasing → Goods receipt. There are two routes, leading to the same place:

4.1 From paper

Three steps:

1. The invoice header — supplier (you can add a new one right here), the invoice number, the warehouse, the invoice date and the payment due date. With several warehouses, check the warehouse: it defaults to the one you last chose on this computer.
2. Lines from the invoice — line by line, scan or look up the product, and enter the quantity and the price. Your hands never leave the keyboard: after a scan the cursor jumps to the quantity by itself, you type how many came, and Enter takes you back to the barcode field for the next box. If you accidentally beep the next code into the quantity field, the program notices: it won't turn into a thousand pieces, it adds it as a new line instead.

If they invoice by the case: leave Quantity as it is on the paper (2 cases), and enter how many pieces are in one pack in the Pack size column (6). The To stock column always shows the end result (12 pcs) — that's what you should count on the shelf. The program divides the price back down to a per-piece price; the invoice total stays the same.

If you don't know the pack size but you do know the piece count (you opened it and counted), enter that in the To stock column — we work out the pack size from it. Whatever you enter once, we remember for this supplier, and fill it in automatically next time. The same goods can happily come in nines from another wholesaler. You can set whether the price you enter is net or gross — supplier invoices differ. Enter the price exactly as it appears on the invoice, decimals included: the program doesn't round it. With net prices, the line starts with the product's last actual purchase price (after discounts, multiplied by the pack size) — if the paper says the same, there's nothing to change. If you scan an unknown barcode, the program offers to add it to an existing product, or to create a new one on the spot. When you create a new product, it asks while you type the name: "Is this the same as…?" — if there's a product with a similar name, it's shown under the name. If it's the same item, the Yes, this one button puts the existing product on the line and adds the scanned code to it — so you don't end up with a second product card, and next time it's recognised on the first beep. Invoice with discounts: if the wholesaler lists a list price and a discount per line ("21 161 Ft − 42%"), use the + list price, discount link under the line's price to enter those two, and the unit price fills itself in. If there's an overall discount at the end of the invoice, you enter it at the reconciliation step, in % or in forints. Either way, the post-discount price goes into stock — so your margin is calculated from the real purchase price. If the supplier also sends a line list in Excel, you don't need to type it in line by line. At the top of the Lines from the invoice section, the Sample file button downloads a spreadsheet to fill in (Barcode, Item no., Name, Quantity, Net unit price, and optionally Case code, VAT %, Sale price (gross)) — but the supplier's own list works too, as long as its columns are named similarly (EAN, Code, Qty, Net price…). Use the Load from Excel button to choose the file (.xlsx, .xls or .csv). If the list already has lines, it asks whether the file's rows should be added or should replace the current ones. Decimal commas are fine in numbers (2,5 kg, 137,50 Ft). The program finds each product by barcode, then by item number, and finally by exact name; the rows it finds go onto the list with the file's quantity and price, just as if you had scanned them. If the barcode is a case code (or is in the Case code column), it takes the quantity as cases. Anything it couldn't find, or that contains an unreadable number (text in place of the quantity, a negative price, 12% VAT), stays in a yellow box, with the same row number as in the Excel file, along with what's wrong with it. Row by row, you either use Search to pick which of your products it is (the barcode from the file is added to it too, so it'll be found automatically next time), add it with New product, or let it go with Skip. If only the price or the VAT is wrong, the product can be added with its existing price or its own VAT rate — or fix the spreadsheet and load it again. You still have to record it just as you would by hand — check the list first and reconcile the total.

1. Reconcile with the paper — enter the gross total shown on the paper, and the program compares it with the lines you entered. This is where typos come to light, not a month later at the accountant's. If the difference is just a few forints, and at most one per line, that's rounding: the supplier rounds line by line, while the program calculates exactly.

If the supplier raised prices, it tells you right there. For any line where the purchase price moved by more than 10% compared with the last goods receipt, it shows next to the line: what it was, what it is now, the percentage, and when you last bought it (per piece, so a case price isn't a "price rise"). It doesn't stop you recording it — suppliers are allowed to raise prices — but you can react (raise your price, ask another supplier) while there's still time, not months later when it shows up in your margin.

If you leave it half-done, it waits for you. As soon as you've chosen the supplier, entered the invoice number or added a line, the program saves it — to your account, not the computer, so you can carry on at the stockroom computer too. If goods from three suppliers arrive at once, go ahead and start all three: they're all in the Unfinished goods receipts list above the form (who brought it, the invoice number, how many lines, when you last touched it). Continue switches from one to the other — whatever you were working on is saved and stays in the list —, + New goods receipt gives you an empty form, and Discard (after a confirmation) throws away just that one. When you record a goods receipt, only that one disappears from the list; the others wait for you.

If you receive into the big back warehouse. With several warehouses, the till's warehouses are marked — till in the selector. If you didn't receive the goods there, the program tells you after recording: "The goods went here: Főraktár. The till sells from here: Aréna pult — they get to the shelf with a transfer." The Transfer link takes you straight there (Stock → Stock movements → Transfer) — otherwise the product will be "out of stock" at the counter.

4.2 From incoming NAV invoices

If you've set up the NAV technical user, on the Incoming NAV invoices tab you can download the supplier invoices you've received, match them line by line to your product list, and receive them into stock. That way you don't have to type in the lines.

• You can see what you've finished. An invoice you've received into stock is marked "received" automatically — even if you entered it from paper. For anything that isn't goods (rent, utilities), set the status to "handled — not goods", or press the Handled — no need to receive button on the open invoice. The To do option of the Status selector shows only what you still need to deal with.
• Earlier invoices too. The first Refresh from NAV goes back one year. If you need older ones (for example because you saw them in your old program), press the Fetch earlier invoices from NAV button, set the period, and then Fetch from NAV. NAV has kept invoices since July 2018; you can fetch two years at a time, and older ones separately afterwards. The fetch runs in batches and shows how far it has got; anything you fetch again isn't duplicated. Old invoices brought in that haven't been received in the program yet arrive with the status new — anything no longer relevant, set to handled.
• The old ones all at once: Mark all handled. If you already dealt with the old invoices in your old program, you don't need to change them one by one. At the end of the fetch, press the Mark all handled button in the bar (or filter the list to the period and press the Mark all handled (n) button above the list). The program tells you how many invoices, under which filter, will be set to handled; Yes, mark all handled. It doesn't touch invoices that are received or in draft. If you got the filter wrong, Undo in the bottom bar sets exactly these back to new. After that, To do only shows the fresh invoices.
• Find what you're looking for. The period buttons (This month, Previous month, This year, Last year, All) or the date fields filter by invoice date; type the supplier's name, tax number or the invoice number into the search box. Above the list are the net and VAT totals of the filtered invoices, and the pager is at the bottom.
• Step through the invoices. With an invoice open, the Previous / Next buttons (or the ←/→ keys) take you to the next invoice in the filtered list — so you can go through a month's invoices in order.
• If you don't have the paper, the invoice's Print button gives you a printable copy from the NAV data. It isn't the original invoice, but it has the lines, the VAT and the total.

4.3 What happens when you record it

A supplier invoice and stock movements are created, and the average cost is recalculated — this is what makes your stock value and margin accurate later on. The product's purchase price is updated too: it gets the actual, post-discount price from the latest delivery, the next goods receipt starts from it, and the shopping list estimate is calculated from it.

You can change the sale price while receiving the goods: the Sale price column shows the current price with the margin next to it, and if you enter a new one, it's applied to the product when you record the goods receipt. The same goes for matching NAV invoices.

This is also where you turn on the deposit fee (DRS). For drinks in bottles or cans, press the + DRS button in the DRS / packaging column: the fee is always 50 Ft per item, so there's no amount to type. It's applied to the product when you record the goods receipt. From then on, the till adds it on a separate line under the product (350 Ft soft drink + 50 Ft fee = 400 Ft), and the shelf label shows it too. If the fee comes per case (for example 6 pcs/case), the program multiplies by the number of items in the case. If a product has a fee by mistake, press the button again: the fee is removed. For returnable packaging (returnable glass, crates), the deposit is set by the manufacturer: set it on the product's page (Returnable packaging button, with the amount under it); after that you only need to correct it at goods receipt.

You can tidy up the product's other details here too. With the Columns button above the line table, you can turn on whatever you want to see or fix while holding the box: net sale price, previous purchase price, the product's unit size (weight or volume, e.g. 0.5 kg — this gives the unit price on the shelf label), unit price, item number, manufacturer, product group, minimum stock, the warehouse's current stock, the last supplier and the product's VAT rate. The computer remembers what's shown. Anything you change in the product columns gets a light-blue "changing" mark, and next to the Record goods receipt button it shows how many products' details will change. It's applied to the product together with the recording, in one step — if something doesn't go through (for example the item number already belongs to another product), nothing is recorded, and everything you entered stays so you can fix it. Only people who are allowed to edit products can change product details; for everyone else, the columns are read-only.

Check the quantity prices too. If the product has a "buy more" price (for example 179 Ft from 6 pcs), it's shown in the Quantity prices column, and it's flagged in red if any tier is now loss-making at the new purchase price. The Edit tiers button opens a pop-up showing each tier's margin, where you can change or delete tiers or add a new one — this too is applied to the product when you record the goods receipt. This also requires pricing permission.

Pricing comes next. After saving, the program lists the products that came in: what the purchase price became (and whether it went up), what you're selling it for now, and what that makes your margin. If you change a sale price, you see the new margin live. After saving it tells you how many prices changed, and the Print price labels button prepares shelf labels for exactly those products (and for new products that don't have a label yet) — so no old prices are left on the shelf.

Prices are exact to the fillér. The program doesn't round prices to whole forints, because when ordering even half a forint matters: on a twenty-forint product, that's 2.5%. Rounding only happens where the law or a device requires it: the cash total to 5 forints, the cash register and the scale's price label to whole forints.

Closing down a warehouse? (Settings › Company and locations, Close down in the warehouse's row.) If it has ever held goods, you can't delete it — its old goods receipts and sales refer to it —, but you can close it down: either transfer its goods to another warehouse (batches go with their expiry dates), or write them off (as waste, with a reason), and if you wrote them off, you can also archive the products that were only there. If a staff member is assigned only to this warehouse, first reassign them to another one (Team) — otherwise the program won't let you close it down. After that the warehouse disappears from the till and from every selector; its history is kept.

Made a mistake? It can be fixed. If after saving you find you mistyped a quantity, entered the wrong price, or missed a line, open the document (Purchasing → Purchase invoices), and press the Correct receipt button. Change what's wrong, enter why you're correcting it, and save. Stock moves by the difference, the average cost is put right, and at the bottom of the document, under Corrections, a record is kept of who corrected what and when. This needs the same permission as goods receipt.

The expiry date follows the goods to the customer. If you enter the expiry date at goods receipt (even without a batch number), sales always take from the batch that expires first, and its best-before date is printed on the document — on an issued invoice, in the line's note. The program hasn't deducted earlier sales batch by batch — stock by batch will be accurate after your first stocktake.

Stock → Stock movements, with three tabs:

• History — every movement can be looked up: by product, warehouse, type, what triggered it, and period.
• Record — manual movements: goods in, goods out, write-off, own use, correction, opening stock. You can also enter a batch number and an expiry date.
• Transfer — moving goods between two warehouses, as a list. This is how the daily delivery from the central store to the shop works: choose where from and where to, then either scan the products going into the box (just like at the till), or press Fill from sales — this fills the list with the shop's sales from yesterday. When you pick a product by searching, the cursor jumps straight to the quantity: type it, press Enter, and on to the next one. You can also check the sales beforehand and export them to Excel: Reports → What sells → Yesterday (or Period, for any days you like), choose the shop at the top, then Export (Excel). If you round up to cartons or display boxes, change the quantities here, or export to Excel, edit, and upload it again. At the end the Transfer button moves everything in one go; if the sending warehouse doesn't have enough of something, nothing moves, and the program tells you which item is short.

If the shelf doesn't match the computer, you don't have to do the maths: on the product's page, on the Stock card, use the Set stock button to enter how many you have right now, and say why. The program works out the difference and records it as a correction — with your name and the reason. Later, on the Stock movements page, the Triggered by: Manual adjustment filter (and, if needed, the Recorded by filter) shows you who changed what, and when.

5.1 Write-offs

Written-off stock is deducted automatically, but the tax and accounting side needs paperwork too: the Write-off report (Stock movements → Write-off report) can be printed for any period, with your company header, item by item, with net value, reason and signature lines.

The report shows exactly what is in the ledger — it is not a separate record.

5.2 The same item on two cards: merging

It happens: the cola came with one barcode from one supplier and with another from a different one, and at goods receipt each became a new product. The stock is then split in two — it sells on one card and sits on the other — and both the order suggestions and the stocktake work with the wrong numbers. In that case, merge the two cards. (You can prevent this at goods receipt: when you add a new product, the program asks whether it's the same as an existing one with a similar name.)

1. Find the pair. Products → Possible duplicates: the program shows cards with identical or very similar names and the same unit. If you already know which two they are, you can also start from the product page with the Merge with another… button, or select both in the product list and press Merge on the bar.
2. Choose which card stays. Usually the one the till knows and that has more history — the program preselects it for you.
3. Decide field by field what goes on it: name, item number, selling price, product group, photo, minimum stock, VAT rate. Where the two cards agree, there's nothing to choose.
4. Review what will happen. The program shows in advance how many barcodes, goods receipt and sales lines and movements will move across, what the stock will be per warehouse, and what gets dropped: the merged card's location prices, price lists, quantity discounts and running promotions — the kept card's prices apply. If the VAT rate or the purchase price differs a lot, it warns you: maybe it isn't the same item after all (0.5 l vs 1.5 l).
5. Merge. The merged card's barcodes move to the kept card (its old item number stays searchable too), its full history — who bought and sold how much, and when — is visible in one place, and the stock is added together (with the average cost weighted by quantity). The merged card is archived. If a phone was offline and still sold on the old card, the sale is posted to the kept one.

You can't merge if the units differ (pcs and kg), or if the product is on an open stocktake — close the stocktake first.

Changed your mind? A merge can be undone for 30 days: on the kept product's page (Merged products), or on the Possible duplicates page (Recent merges). The merged card gets back exactly what it handed over at the time; anything that happened on the kept card since (a sale, say) stays there. If you have merged one of the cards again in the meantime, you need to undo that one first.

5.3 Carton codes: one scan, several pieces

Many items have two codes: one on the single piece and another on the carton. If you scan the carton and the program adds only one piece, you have to beep twelve times or change the quantity by hand. Instead, tell it once how many pieces are in the carton:

1. Open the product page (Stock → Products, click the product).
2. On the Barcodes card, type (or scan) the carton's code, and in the pcs / code field enter how many pieces it holds — for example 12.
3. Add. Next to the code you'll see: × 12 pcs.

From then on, the carton code brings up the same product, just 12 pieces at once: at the till (offline too), in goods receipt, on the transfer list and in the stocktake. Stock is always kept in pieces. If you got the count wrong, fix it with the Pieces / code button next to the code.

A carton code can't be the primary code: the shelf label always carries the single piece's code, otherwise scanning the label would make the till charge for a whole carton.

At goods receipt, if you enter the line in the supplier's pack size (Pack size column), the program converts the carton into packs, so nothing is counted twice.

You can set it during goods receipt too. When the box is in your hands, you don't need to go to the product page: in the goods receipt line, the Barcode and Carton code columns show the product's codes. With the Codes (or + carton code) button you can add a new code, choose which one is primary, or delete one. The carton code's piece count starts from the line's Pack size value. The change is applied to the product when the goods receipt is saved; if you add a new primary code, the old one stays as an extra code, so the old labels on the shelf can still be scanned. If the code already belongs to another product, the program tells you and doesn't move it.

5.4 Similar names: highlight the word that matters

If you have lots of items with nearly identical names — "1/2" plug", "3/4" plug", "brass elbow 1/2"" — it's easy to pick the wrong one from the list. Mark, for each product, the word that tells them apart:

1. Open the product and click Edit (for a new product you're already on the form).
2. In the Emphasis row the words of the name appear as buttons — click the one that matters (for example 1/2"). You can pick more than one; another click removes it.
3. Save.

From then on the marked word appears in bold in the product list, in Stock on hand, in the till, goods receipt and transfer searches, and in the stocktake. The name itself doesn't change: the invoice, the receipt and the label carry the plain name.

For many products, Excel is quicker: in the product export's Highlighted words column, enter the words separated by semicolons (1/2"; réz), and upload it again under Data migration.

5.5 Tidying up product groups

After switching over, you often end up with the same group twice ("Réz", "réz idom"), or with one you no longer need. Stock → Products → Product groups:

• Rename — type the new name. If a group with that name already exists, the button changes to Merge and tells you in advance how many products will move across.
• Delete — the products stay: they are left without a group, or you pick in the selector which group they should go into. The button shows how many products are affected.

Both go into the Recent bulk actions list and can be undone for 7 days if you slipped.

5.6 In a long list: mark where you are

With a mouse, a single click on a row in Products, Stock on hand and the other lists just marks the row (a blue stripe on the left edge) — so you can work through a long list full of similar names without every click throwing you onto the product page. Open the product by clicking its name, double-clicking the row, or pressing Enter; the ↑ / ↓ arrows move the mark. When you come back from the product, the search, the page and the mark are where you left them. On phones and touch screens a single tap still opens the product.

Stock → Stocktake.

1. Open a new stocktake for a warehouse.
2. Add items by scanning. Quantities add up, because a product can sit in several places; fix a typo with a negative number. If two people are counting, the line shows which part came from whom. You can keep selling while you count. The System column shows the stock as it was when the item was first counted, and the difference is measured against that: whatever sold after the count doesn't show up as a surplus, and closing keeps the sales and goods receipts that happened in the meantime.
3. Preview before closing — this is the most important screen: it shows how big the difference is in value, how many products were left off the count, and where a zero looks suspicious (a product counted as zero but still in stock is almost always a missed shelf, not vanished goods).
4. Close — this posts the differences.

Closing writes ledger entries that can't be deleted afterwards, only corrected with an opposite movement. That's why the preview comes first.

6.1 A full stocktake in Excel — or starting stock afresh

If you're counting every product in the warehouse (or want to set stock to reality after the trial period), paper is quicker:

1. Open a new stocktake for the warehouse and press Download count sheet (Excel): it lists every product in the warehouse, with the book stock.
2. In the Counted column, enter what you found. Empty = not counted, 0 = none. The number you enter overwrites whatever you had counted for that product so far.
3. Upload filled sheet → check the preview → Write into the count.
4. When closing, tick Set uncounted products to zero if you counted everything: anything not on the sheet is set to 0 (negative stock too).
5. Close → the difference report shows what changed.

6.2 For your accountant: the stocktake difference report

After closing, the Difference report appears next to the stocktake: you can print it or save it to Excel. It lists each item with the book quantity, the counted quantity, the difference, the unit price and the value — and at the end the shortage and the surplus are totalled separately, with signature lines.

Shortage and surplus are valued at the same weighted average cost: this is an accounting requirement, and it's what makes the net difference meaningful.

• Stock → Pricing: price lists, per-customer discounts, quantity price tiers, loyalty discount. The till applies them automatically as soon as you select the customer.
• Quantity discount on the product page or in Pricing: "15% from 4 pcs" — and before saving you already see what the unit price and the total will be. With a dynamic tier you only enter the largest discount and the quantity from which it applies in full: one piece gets no discount, and in between it's proportional (15% from 10 pcs → 7.5% at 5 pcs).
• Product page → Promotional price: start a promotion with a percentage or a fixed gross price, for a set period. You can also set it up in advance — it starts by itself on the given day.
• Products → Shelf labels: print shelf labels at the size of your shop's label roll, or on an A4 sheet (plain paper or a self-adhesive label sheet) — on an ordinary printer always choose the A4 sheet (at the top, with the Paper switch), otherwise each label goes on a separate page. If all you have is the till's 80 mm receipt printer, the third button, Receipt printer (80 mm), uses it: labels come out one below the other in the middle of the roll, with a dashed cutting line — on plain thermal paper or a self-adhesive thermal roll. If the print runs sideways, without accents or barcode, the computer is not using the printer's own driver: install it (from the printer's box or the manufacturer's website). On A4 the labels are laid out in a grid, as many per product as the copies; if you want a full sheet of one product, turn on Fill the sheet. The size can be custom too, and you decide what goes on the label: the Warehouse label button, for example, prints without a price (name, manufacturer, barcode) — that's what the stockroom shelf needs, and it doesn't have to be replaced when the price changes. The program remembers what has been labelled.
• Your own label layout: if you don't like the built-in layout, use the New layout… button in the Template group of Shelf labels to design your own: on the enlarged label you drag the fields (name, price, unit price, barcode…) where you want them and size them as you need, and the text fills its box by itself. A layout belongs to one label size — set your roll's size first. Once saved, it's in the Own list on every device of the shop; the Back to default button takes you back to the built-in template.

Several shops: central price, with shop exceptions. By default the price is central — what you enter on the product is what every shop sells at. If a shop deliberately has a different price (different rent, different customers), add the exception on the Stock → Pricing → Shop prices tab: which shop, which product, at what price. Anything not on the list sells at the central price, and the till always charges its own shop's price — so the shelf label and the receipt say the same thing.

A single switch takes pricing back to company-wide. In that case the shop prices you entered are not lost, just inactive: if you change your mind, you don't have to type them in again. This needs the Multiple locations module.

Purchasing → What to order. It works from past sales, the supplier's delivery time and the weather: how long each product will last, and how much is worth ordering.

Every line also shows its reasoning. The suggestion isn't an order — the reasoning is there precisely so you can argue with it.

From the suggestion you can put together a shopping list per supplier, with an estimated net value; download it or send it by e-mail.

With several shops, choose at the top of the page which shop (or warehouse) you're ordering for — or all of them. The stock and sales shown are then only for that place. The list can be exported to Excel and printed (the whole list, not just the visible page).

Before you order: check the other shop. Stock → Transfer suggestions tells you what not to buy again: the goods are there, just in the wrong place. It works from the last 30 days of sales, and leaves the sending shop two weeks' worth — the goal is not to create a shortage there. The page doesn't move anything: you see the list, and record the transfer on the Stock → Stock movements → Transfer tab. This needs the Multiple locations module.

• Sales → Invoices and documents: delivery notes and dispatch notes can be invoiced afterwards, even several in one (for the same customer). If your invoicing service is set up, the Issue button actually sends the invoice out, together with the NAV data report. If it isn't, the invoice stays as a draft — a badge at the top of the page warns you about this.
• Cancelling (Billingo): on the invoice page, Cancel… — you have to give a reason; Billingo issues a cancellation invoice and reports it to NAV. Cancelling does not move stock: if the goods came back, record them as a customer return. The invoice PDF can be downloaded from the same place (it takes a few seconds after issuing). For now, cancel Számlázz.hu invoices on the Számlázz.hu website. If the customer has an e-mail address, Billingo also sends them the cancellation invoice (you can turn this off in the cancel dialog); if the e-mail doesn't go out, the cancellation still happened, and you can resend it from the invoice page. Billingo also e-mails the invoices it issues to the customer if there's an address (Számlázz.hu does this on its own); if it didn't go out, you can send it with the Send by e-mail button on the invoice page.
• A new invoice after cancelling: a cancelled invoice can't be "reissued" — by law a new invoice is made for the same transaction, with a new number. On the cancelled invoice's page, use Issue a new invoice for the same: same documents, same customer. If the reason for cancelling was a wrong customer name or address, fix it on the customer's page first, because the new invoice uses the current details. The new invoice states which invoice it replaces, and stock doesn't move in this case either.
• Sales → Customer balances: who owes what, what's overdue, and you can print a statement of account for each partner.
• Bank transfer invoice at the till: the invoice says "bank transfer", the due date is the payment term set for the customer, and the invoice stays open in Customer balances until the money arrives — then you record it with the Paid button or as a payment. An invoice paid in cash or by card at the counter shows the actual payment method and is created as paid.
• Sales → Debts: receipts put on credit at the till, by customer — who owes how much, since when, and payment with one button. Invoice debts stay in Customer balances.
• Purchasing → Supplier payables: the same in the other direction.

Reports → Accountant export. Choose the month and download five files, in a format that opens in Hungarian Excel:

1. Output VAT analysis — turnover by VAT rate, the deposit fee (DRS) separately, the breakdown by payment method, and cash rounding in a separate block.
2. Outgoing invoices
3. Incoming (supplier) invoices
4. Stock value at month end — the position on the closing date, accurate even in retrospect.
5. Stock value now — today's snapshot.

Accountants also often ask for: the stocktake difference report (6.6), the write-off report (5.1) and the deposit report (3.3).

With several shops

On the Reports → Shop comparison page the shops sit side by side: turnover, margin, stocktake shortage (and its ratio to turnover), write-offs, stock value. At the top, a sentence or two about what stands out — for example, if one shop's shortage ratio is several times another's.

This needs the Multiple locations module: with one shop it would just repeat the other reports.

If you're curious about one shop ("what sold yesterday in Westend?"), narrow it down with the Shop selector at the top of the Turnover and margin and What sells pages: every number, the per-product list and the daily chart then cover only that shop. A manager tied to a shop only ever sees their own shop.

The phone is useful because it's where the goods are. Here's what it does:

• Scan first: pick it up, scan, and there's the product.
• Price check: "how much is this?" — scan it, and the price is there in big letters.
• Goods receipt freely, from a supplier invoice or from an order. Enter the price exactly as it is on the invoice, decimals included: the phone doesn't round to whole forints either. Goods received from an order also get a supplier invoice (with a PO-… number): on the web it's among Purchase invoices and in Supplier payables, as unpaid — when the paper invoice arrives, mark it paid there. A closed order can't be reopened, and one that has already received goods can't be deleted (close it if nothing more is coming).
• Stock movements of every type, with batch and expiry.
• Stocktake — even without a network: the items you enter sync later.
• Three shelf-side actions on the product page: add a missing barcode, set the minimum stock, take a product photo with the camera.
• Notifications and the shopping list.

What the phone app deliberately doesn't have: till, day close, pricing, reports, import, invoicing. These need a big screen and calm conditions.

The browser version, however, opens on a phone too, and then you have everything the shop computer has. The frame is different: four or five buttons at the bottom (Till, Stock, Goods in, Day, Menu), the search at the top, and the menu opens from the Menu button. Lists don't appear as tables either, but one item per card: the name on top, the details below with their labels — so you don't have to scroll sideways to see which product it is. Tapping a card takes you to the same place as clicking the row on the computer.

This isn't a replacement for the till — the counter needs a big screen — but for when there's no computer at hand: a colleague standing in the stockroom can still enter a goods receipt or check a price this way.

• Your own account is on the Profile page — click your name in the bottom left corner to open it. That's where your password, two-factor login and signed-in devices are; Settings is about the shop, not about you.
• Settings → Team: adding people, roles, warehouse access, removing people. Everyone should work under their own name: that's what shows in the log.
• Settings → Permissions: a role × action matrix. The default is deliberately tight — anything that shows purchase prices, margin or debts is visible only to management and accounting by default. Not out of distrust: the cashier at the counter has no use for what you paid for the goods.
• Confirm your e-mail address. After you register, an e-mail with a link is sent to you. You can use everything without confirming — but with a mistyped address, password reminders and all notifications would go nowhere, so the program reminds you in a yellow bar until you click the link. You can resend the e-mail from the bar at any time. Your staff's logins (including a shared counter login) don't get this bar.
• Two-factor login is mandatory for the owner and the administrator (click your name in the bottom left corner → Profile). There's a two-week grace period, during which the program only warns you; after that, no new entries can be recorded without it. The reason is simple: the owner account sees purchase prices and margins, and it can pay and hand out permissions. With a stolen cashier password the damage is limited by permissions — with a stolen owner password it isn't. It doesn't apply to cashiers.
• Signed-in devices: if a phone is lost, you can sign it out from here.
• Closing a stocktake with biometric confirmation (Settings → Company): turn it on if you want proof of who closed it.

• Backups: we back up daily and keep the backups for a year. That's our job — you don't need to deal with it.
• Export: you can download all your data at any time (Settings → Data).
• Deletion: you can start deleting the company in the same place. It isn't immediate — there's a 30-day grace period in which you can change your mind and export your data.
• Sample data: can be loaded and removed, and doesn't mix with your real data.

• The entry-level Start plan is free. Every new company gets a 30-day trial, during which you can try the paid features too; the trial ending does not, by itself, create any obligation to pay.
• During the pilot (until 31 December 2026) everything is free of charge, and if you registered during this time, your 30-day trial starts after the pilot ends — so you can work with the full feature set until 30 January 2027, and only then do you need to choose a plan.
• The prices of the paid plans and of the modules you can buy separately are shown on the Subscription page at the bottom of the menu. You can pay in advance for a month or a year; paying yearly gets you 20% off.
• You pay by card, with automatic renewal — you can choose between two providers: - Stripe: monthly or yearly. To cancel or change your card, use the Manage card subscription button on the Subscription page. Your statement shows KESZLETPONT. - Barion: monthly only. On the first payment Barion saves your card, and after that we charge the same amount every month on the day before it expires. To cancel, use the Cancel subscription button on the Barion subscription card on the Subscription page; to change your card, cancel and start a new one. Your statement shows Barion Payment Zrt. - For both: until you cancel, you don't need to think about it; after cancelling, everything works until the end of the paid period. The yearly fee can only be paid with Stripe.
• Prices are final, with no VAT: we are exempt from VAT as a small business, so we don't charge VAT. For the 9 990 Ft plan we charge 9 990 Ft, and the invoice is issued without VAT, marked "alanyi adómentes" (VAT exempt). For a VAT-registered shop this works out the same as "9 990 Ft + VAT", since you'd reclaim the VAT anyway.
• Onboarding is a one-off 49 000 Ft: setup, data migration from your old program, training. We waive it with yearly payment, and it's included in the Chain plan. If you set things up yourself, you don't need to buy it.
• The fee is for the system, not per device. How many tills, tablets or phones you use it on is up to you — a second till costs nothing. Everyone should log in under their own name: that's what shows in the log, and it doesn't cost extra either.
• If you're missing just one thing, you don't need to change plans: every module can be bought separately for a monthly fee. A plan is cheaper than the modules one by one — but you don't have to make the decision in one go.
• The Chain plan doesn't just give you bigger numbers: it includes priority support (first reply within 4 hours on working days) and onboarding (setup and training).
• We give you an invoice for it. Before paying, you need to fill in the company's billing details (Settings → Company): company name, tax number, postcode, town, address, e-mail. Without these the payment won't even start — we couldn't issue the invoice afterwards. The invoice arrives by e-mail, the invoice number also appears on the Subscription page, and you can download a statement of your payments for your accountant.
• If it expires (for a cancelled subscription, or if your card couldn't be charged even after several tries, at the end of the period), access drops back to the Start plan — with no data loss.
• On the free plan an advert may appear on the home page, clearly marked as an advert. We serve it ourselves: there's no external ad provider, cookie or tracking behind it. Paid plans have no ads.

Common situations

Support

You can write to us from Support at the bottom of the menu: subject, description, and where we should reply. Your earlier requests and our replies are there too.

You can request new features here as well (choose "New feature" as the type). They don't get lost: we group requests by topic, and whatever the most shops ask for moves up. So write even if you think someone must have asked already — that's exactly how it becomes a request from many.

And Help at the bottom of the menu always opens the description of the screen you're on.

Coming soon. We'll publish specific recommended barcode scanner and label printer models later, once we've tried them in more shops — until then, we won't recommend anything we haven't used ourselves.

Until the list is ready, this is enough to choose:

• Barcode scanner: you need a USB, "keyboard mode" (HID) device that sends Enter at the end of a scan. Reading EAN-13 is a given. Only choose a wireless one if your counter layout calls for it — charging is a daily chore.
• Label printer: what matters is the label roll size; the program fits printing to standard shop sizes, and you can enter a custom size too. Without a label printer it also works on an ordinary printer, on an A4 sheet, or on the till's 80 mm receipt printer, one label below the other on the roll. Die-cut self-adhesive labels (e.g. 60×40) need a label printer, though: it senses the gap between labels.
• Scales: scales that print weight-code labels (EAN starting with 2) work with it, with no extra setup.

Coming soon. We're making five short recordings, in this order:

1. The first 30 minutes — from setup to the first sale
2. Goods receipt from paper
3. What if the internet goes down
4. Stocktaking and the difference
5. Day close and checking it against the Z report