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Quickstart

Account Setup

To use MobileSell you need to create at least one account. A MobileSell account stores an item catalogue and sales data for a single business. When you start MobileSell for the first time you will be taken through the account setup process. This involves creating an account and configuring a few compulsory account settings. These steps are outlined below:

1. Create an account

To create an account you must enter a valid name for the account. The name may contain any combination of alpha-numeric characters and the dot '.' character. Optionally also enter a password. Press Create (Figure 1).
Create accountFigure 1: Account creation

2. Configure your account

Before you can start using your account you must set values for the compulsory settings (Figure 2). These are: 
  • Default Tax Rate
  • This is the tax rate applied when a sales item does not have an explicit tax rate. The value must be a percentage between 0 and 100 and may have up to 2 decimal places.

  • Tax Mode
  • This defines whether item prices include or exclude tax.
     
  • Cash Price Rounding
  • This defines the smallest denomination in your currency's base unit (E.g. dollar, pound, yen) that is exactly payable in cash. This value is used when calculating the cash price for a sale. The cash price is the sale amount rounded to the nearest amount that is exactly representable in cash. E.g. In New Zealand this value is $0.10 (10 cents) so all prices paid in cash must be rounded to the nearest 10 cents. Therefore, in New Zealand you would set the value of this field to 0.10.
    Account setupFigure 2: Account setup

    Create Catalogue

    Before you can create a transaction you must add one or more items to your catalogue. You can do this by either manually adding items or by importing items from a file. 

    Manually Adding Items

    From the Showroom screen press the catalogue option. You will see the Catalogue screen. From this screen press the Add button. Complete the form and press Save to add a new item. Fields marked with an exclamation mark are required.

    Importing Items

    From the Showroom screen press the utilities option. You will see the Utilities screen. From this screen press the Import Items option. You can also access this screen via the menu in the catalogue area. Select the file containing items to be imported. Currently you can only import files that exist on your device's external storage (E.g. SD card). Please read the help for an explanation on the expected file format.

    Add Customers (Optional)

    To create a quote, order or invoice you must add a customer to your customer list. It is possible to skip customer selection when creating a sundry sale. This is a sale that is made to an unknown customer where payment is collected immediately. To add one or more customers you can either manually add customers or import them from a file. 

    Manually Adding Customers

    From the Showroom screen press the customers option. You will see the Customers screen. From this screen press the Add button. Complete the form and press Save to add a new customer. Fields marked with an exclamation mark are required.

    Importing Customers

    From the Showroom screen press the utilities option. You will see the Utilities screen. From this screen press the Import Customers option. You can also access this screen via the menu in the customers area. Select the file containing customers to be imported. Currently you can only import files that exist on your device's external storage (E.g. SD card). Please read the help for an explanation on the expected file format.

    Creating a Transaction

    A transaction can be made from the sales area, customer area or catalogue area. To create a transaction from the transactions area press the transactions option on the Showroom screen to enter the transactions area then follow the steps below:
    1. Press the New button (Figure 3) and then select the type of transaction you want to create (Figure 4). We'll select Sale here.
      Transactions listFigure 3: Transactions list
      Select transaction typeFigure 4: Select transaction type
    2. Select the items you wish to sell. Do this by pressing the +/- buttons to set the quantity required (Figure 5)
      Select itemsFigure 5: Item selection
    3. Press the Next button
    4. If you have oversold any items you will be asked to confirm the oversell. An item is oversold if you set the quantity required to be more than the number you have in stock. You will only be informed of an oversell when creating a sale since your stock levels are unaffected for quotes and orders.
    5. Press the customer you wish to sell to. When creating a sale you will have the option to skip this step. If you skip customer selection your sale will become a sundry sale and you will be required to collect payment immediately (Figure 6). The skip option will not be present when creating quotes and orders.
      Select customerFigure 6: Customer selection
    6. Review the sale and optionally add discounts and/or additional charges (Figure 7). The pencil icon indicates price adjustments can be applied. The only time price adjustments cannot be applied is when you are filling an order. To add a per-item discount (Figure 8) press the item in the sale summary. To add an overall discount or additional charges press the details in the invoice amount section (Figure 9). 
      Sale summaryFigure 7: Sale summary
      Item adjustmentFigure 8: Item adjustment
      Overall adjustmentFigure 9: Overall adjustment
    7. If signature collection is enabled (enabled by default) press the Sign button. Otherwise proceed to step 9 
    8. Press the Skip button to skip signature collection and return to the sale summary or get the customer to enter their signature. Once a signature is present the Skip button will become Accept. Press the Accept button to accept the signature and return to the sale summary (Figure 10)
      SignatureFigure 10: Signature collection
    9. Press the Checkout button to proceed to the checkout step (Figure 11)
      Sale summaryFigure 11: Sale summary
    10. If you are not collecting payment, select the pending payment option. Otherwise select the appropriate payment option and complete the payment details (Figure 12)
      CheckoutFigure 12: Checkout
    11. Press the Finalise button to finalise the sale. An invoice (or receipt when payment is received immediately) will be created and saved to your device's external storage (E.g. SD card). By default MobileSell will ask you if you want to view the invoice/receipt (this behaviour can be changed in the settings area) 
    12. Once the invoice or receipt is created and you have optionally viewed it you will be asked to select the email address that you wish to send the invoice or receipt to (Figure 13). If you press Cancel here then no email will be sent. Select the address and press OK. This will open the email in your email application allowing you to preview the email and send it.
      Email selectionFigure 13: Email selection