Costbucket

Account Management

• Account Management Home Screen
• Company Creation Process
• Company information
• Startup checklist
• User management

Cloud Apps

• Customer App
• Financial Analysis
• Inventory Analysis
• Inventory by location
• Point of Sale Summary Log
• Sales Analysis

Cost Accounting

• Inventory Creation Process
• Types of Inventory

• Bank

  • How to process fully paid supplier invoices
  • How to process general income received?

• Customers and Sales

  • 1. The sales process in Costbucket
  • 2. How to create a sales order?
  • 3. How to process a Customer payment manually in the cost accounting software
  • 4. Allocate receipts and credit notes to customer invoices
  • 5. How to create new customer?
  • 6. How to add new customer branch locations?
  • 7. Create credit notes and customer refunds

• Products and Services

  • Inventory Management

    • 3. Units of Measurement
    • 7. Receive Purchase Orders
    • Category Types
    • Create purchase order
    • How to process fully paid supplier invoices
    • Inventory Creation Process
    • Product Setup Matrix Options
    • Types of Inventory

  • Manufacturing

    • 1. Make or Assemble Product setup
    • 2. Bill of Material (BOM) Example
    • 3. Assembled / Made Product Cost

• Reports

  • Financial Analysis
  • Inventory Analysis
  • Inventory by location
  • Point of Sale Summary Log
  • Sales Analysis

• Sales Orders

  • Articles coming soon

• Suppliers and Purchases

  • Manage Suppliers

    • Articles coming soon

Inventory Management

• 1. Make or Assemble Product setup
• 2. Bill of Material (BOM) Example
• 3. Units of Measurement
• 7. Receive Purchase Orders
• Category Types
• Create purchase order
• How to modify product quantity?
• How to process fully paid supplier invoices
• Inventory Count Process
• Inventory Creation Process
• Inventory Creation Process
• Product Setup Matrix Options
• Types of Inventory
• Types of Inventory
Show all articles ( 6 ) Collapse Articles

Point of Sale

• Credit Card Machine

  • Articles coming soon

• Features

  • Articles coming soon

• Fulfillment

  • Articles coming soon

• General Settings

  • How to sell products in multiple currencies?
  • How to setup a default customer?
  • How to setup automated system discounts.

• Get Started

  • POS Get Started
  • Sales Cart Menu

• Menus

  • Categories
  • Filters
  • Filters and Categories

• Mobile Sales

  • Articles coming soon

• Process Sales

  • How to modify product quantity?
  • How to process a manual discount or modify product price?
  • How to Process a sale
  • How to search for a customer in the POS
  • How to sell products in multiple currencies?
  • Reprint receipts
  • Save and retrieve Orders

• Product Search

  • Categories
  • Filters
  • Filters and Categories

• Refunds

  • Articles coming soon

• Summaries & End of Day Process

  • How to close the cash register.
  • Point of Sale Summary Log

Product Updates

• July 2020 Software Update

Reports

• Articles coming soon

Troubleshoot

• POS Troubleshooting tips

• Inventory Troubleshoot

  • Articles coming soon

• POS Troubleshoot

  • Articles coming soon

• Receipt Printer Troubleshoot

  • Articles coming soon

Tutorial Videos

• Registration and Setup Videos