BASIC OPERATIONS MANUAL

FOR RECURSION EASY POS

Recursion Technologies ltd.

Syed Nafiz Faruq

nafiz@r-cis.com
 Index
Step One: Logging in

Step Two: Getting Acquainted with the Interface

Step Three: How to Add Products

 Adding One Product at a Time
 Adding Several or Many Products at a Time

Step Four: Adjusting the Quantity

Step Five: How to Make Sales

 Adding Sales from the Main Menu
 Adding Multiple Sales by CSV
 Making Sales from the POS

Step Six: How to Add Purchase

 Add One Purchase at a Time
 Add Multiple Purchases at a Time with CSV

Step Seven: How to Transfer Products from One Warehouse to the

Other
 Add Transfer
 Add Transfer by CSV
 User Guide for the Recursion Easy POS
Step One: Logging in

1. Open a browser (eg. Chrome, Mozilla, Internet Explorer or any other).

2. Type the appropriate address in the address bar (such as
http://posdemo.recursion.com.bd/login for the demo) & hit enter.
3. The ‘log in’ page will appear with Username & Password prompt.

4. Put the appropriate Username & Password before clicking login.

5. The main interface of the software will appear.
Step Two: Getting Acquainted with the Interface

1. The sidebar on the left represents the main menus. Under the main menus ‘Dashboard’ is
selected by default. Click on the other items like ‘Products’, ‘Sales’, ‘Purchases’ & browse the
submenus or drop-down menus as well.
2. Check out the buttons (with icons) on the top bar. Hover the mouse pointer on each button to
view the tooltip. Click to view the content.

Step Three: How to Add Products

 Adding One Product at a Time
1. Suppose, we want to add two cosmetic products namely ‘Fair & Lovely Fairness Cream’ &
‘Garnier Face Wash’. Before adding any product, a CATEGORY (in this case ‘Cosmetics’) for that
product must be defined. To do that click on ‘Settings’ & in the dropdown list click on
‘Categories’.
2. Click on the ‘Actions’ button at the right side of the interface.

3. On the dropdown list, click on ‘Add Category’. Add Category Window with three input fields will
pop up. Fields with asterisk (*) are mandatory. Fill out the ‘Category Code’ & ‘Category Name’
fields (‘C001’ & ’Cosmetics’ respectively). An image for the category can be selected in the
‘Category Image’ by clicking ‘Browse’.
4. Click on ‘Add Category’ to submit the details. The new category will be added to the list for
categories.

5. Now, we can add subcategories under the newly created category (Cosmetics). To do that we
have to click on the ‘Actions’ button again & then select ‘Add Sub Category’. A small pop-up
 window will appear. Select ‘Parent Category’ (Cosmetics), fill out the ‘Category Code’ (FC) &
‘Category Name’ (Fairness Cream), then click on ‘Add Sub Category’ button.

6. The subcategory is added to the list of subcategories for ‘Cosmetics’.

7. We can add another subcategory (Code: FW & Name: Face Wash) under ‘Cosmetics’ by
repeating the same procedure.

8. Now go to the ‘Products’ menu. Then select ‘Add Product’ in the dropdown list.
9. Select the ‘Product Type’. ‘Standard’ for general products, ‘Combo’ for a combination of
products (eg. Desktop Computer), ‘Digital’ for software & ‘Service’ for (eg. Repair, plumbing).

10. Enter the Product Name (Fair & Lovely Fairness Cream), Product Code (FLFC01), select or change
the Barcode Symbology (if needed), select the Category (Cosmetics) & Sub Category (Fairness
Cream)…

11. …Enter the Product Unit (pcs), Product Cost (100), Product Price (130), select the Product Tax
(VAT@10%) & Tax Method (Exclusive), Alert Quantity (5) & Warehouse Quantity (Warehouse 1:
20). Then click on Add Product. The message “Product Successfully Added” will appear & the
Product List will be viewed. Write the product code or name in the search box to view the new
product in the list.
12. Now we can add another product with code: GFW01, name: Garnier, subcategory: Face Wash by
following the same procedure.
 Adding Several or Many Products at a Time
1. We can add hundreds of products at a time with the help of a CSV (Comma Separate Value) file.
To do that we have to go to the ‘Import Products’ option under the ‘Products’ menu.

2. Click on ‘Download Sample File’ to download a sample CSV format file. Save the file in the
desktop or any other folder. Then open it (with MS Excel) to input the product details. A sample
product details is given in the second row which we should delete before uploading the file.
3. Save the csv file. Now go back to ‘Import Products’, click on ‘Browse’ & upload the CSV file. Then
click ‘Import’.

4. The new products are added to the list. We can search the new products by typing the product
code or name in the search box on ‘List Products’ page.
Step Four: Adjusting the Quantity
1. Now we can add (or reduce) quantity for each product by adjusting quantity under the ‘Actions’
button for each product in the ‘Product List’. Eg., let’s adjust the quantity for ‘Dove Face Wash’.
2. Fill out the ‘Date’, select ‘Addition’ in the ‘Type’ field, fill out the ‘Quantity’, select ‘Warehouse’,
write a ‘Note’, then click on ‘Adjust Quantity’.

3. We can go to the ‘Product List’ to check the quantity.

4. We can also enter the quantity when we make ‘Purchase’.

Step Five: How to Make Sales
 Adding Sales from the Main Menu
1. Sales > Add Sale. Fill out the fields as needed. Type one or more product code or name in ‘Please
add products to order list’. Fill out the quantity fields as necessary. Fill out other fields, select
the ‘Payment Status’. Finally click ‘Submit’.

2. Sales > List Sales. The last entry is viewed on top of the list.
 Adding Multiple Sales by CSV
We can add multiple sales (to the ‘List Sales’) by downloading, filling & uploading a CSV file in
the same way as in ‘Import Products’.
 Making Sales from the POS
1. Click on ‘POS’ button on the top bar. The POS window will appear.

2. Select the ‘Customer’, ‘Warehouse’, Product in the left column. Then click on ‘Payment’.
3. Fill the ‘Amount’ from ‘Quick Cash’, then click ‘Submit’.

4. The invoice will be shown with print option.

5. If a portion of a payment is made in cash & the rest with credit card, then in the payment
window we have to put the cash amount (100) in the ‘Amount’ field, select ‘Cash’ in the ‘Paying
By’ field. Click on ‘Add More Payments’ to add a new payment box. Put the rest of the payment
(283) in the ‘Amount’ field, select ‘Credit Card’ in the ‘Paying By’ field. Fill out the details then
click submit.

6. The invoice with payment details is generated.

7. Sales made from POS are saved in the ‘POS Sales’ (NOT ‘List Sales’) in the ‘Dashboard’. We can
perform edit, return, delete or view details, print, add deliveries for any sale from the ‘Actions’
button at the right side of each sales entry in the list.
Step Six: How to Add Purchase
 Add One Purchase at a Time
1. Go to: Dashboard > Purchases > Add Purchase.

2. Fill out the details, select supplier (Click on the ‘+’ button to add a new supplier) add products,
edit quantity. Then click submit.
3. Purchase is added to the ‘List Purchases’. We can add payment, edit, delete etc. from the
‘Actions’ button to the right of each purchase entry in the list.
  Add Multiple Purchases at a Time with CSV
We can also add multiple purchases at a time with a CSV file in the same way as ‘Add Sale by
CSV’ or ‘Import Products’.

Step Seven: How to Transfer Products from One Warehouse to the

Other
 Add Transfer
1. Go to: Dashboard > Transfers > Add Transfer. Fill out the details. Add shipping cost under
‘Shipping’ if needed or put ‘0’ (zero). Select ‘To Warehouse’ (where the products will be
transferred to) & ‘From Warehouse’. Add products by typing the name or code in the ‘Please
add products to order list’. Edit the ‘Quantity’. Then click submit.
 Add Transfer by CSV
We can also add transfer by CSV file same way as we did for ‘Import Products’. To do that go to:
Dashboard > Transfers > Add Transfer by CSV.