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
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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