User manual

User manual.

A tutorial to Shinegate inventory management system.

Table of contents.
1. Getting started.
2. How to use?
2.1 POS user.
2.2 Standard user.
2.3 Administrator.
3. General information & Tips.

1. Getting started.
Type in your username and password. In case you don't have any, Please contact the system administrator. You will be able to find admin information after clicking the sign up button.
Once you have signed in, What you can do depends on whether you are the administrator, a standard user or a point of sales (POS) user.

2. How to use?
2.2 POS user.
Since the POS user is the lowest level of the system, You will only be allowed to view the stored information.

2.2.1 Viewing the amount of inventory available.
1. After a successful login, You will see a new form load up.
2. Click the products tab to retrieve the information you need.
3. Use search if you want to look for a specific item.
4. Remember to refer to the item codes as every product will have a unique id.

2.3 Standard users.
Standard users are approved users that can edit the records however is under the administrator. They can in addition to POS users, add and delete records.
2.3.1 To view information refer to 2.2.1
2.3.2  Add a record.
1. To add a new record, click the button add and a new form will pop-up.
2. Fill in the text boxes with information you want to insert to the table and then press save.
3. Close the form when done.
2.3.3 Update a record.
1. To update a record, click the update button and you will be presented with a similiar form to add record.
2. Fill in as before and click save, then close the form.
2.3.4 Delete a record.
1. To delete a record, select delete tab and type in the record you want to delete. Then press the delete button to delete.

2.4. Administrator.
The administrator have access to all the functionality of the system.
2.4.1 To view information refer to 2.2.1
2.4.2 To add, update, delete refer to ( 2.3.2, 2.3.3, 2.3.4. Respectively.)
2.4.3 Adding a new user.
1. To add a new user, go to users tab and click add user. You will be asked to provide a new username and a password.
2. Fill in the textboxes and click save.
2.4.4 Deleting an existing user.
1. To delete a user, go to the users tab to select the user you want to delete.
2. After selecting, press delete button and they cannot access the system again with the old login info.
2.4.4 Viewing login info.
1. Go to the info tab and click retrieve to get all the login info for other users including their password and usernames.
2.4.5 View changes made.
1. To view the log, go to log tab and click view to get the information.
2.4.6 Generate a report.
1. To generate a report, go to report tab.
2. Fill in the text boxes, from and to date.
3. Click generate to generate report.
4. Click View to display it.

3. General information and tips.
3.1 All data in quantity, not the money value.
3.2 Log is automatic.
3.3 Discounts will not be recorded in the system.
3.4 Order and stock related:
3.4.1 Orders that directly affect the amount of inventory in the warehouse will only be recorded.
3.4.2 Otherwise, it will be recorded under stock, as it will have the effect on stock in store.
3.4.3 Sale transactions will not be recorded.
3.4.4 Only the opening stock (at the beginning of the month) and the closing stock (at the end of the month) will be used in this system.