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Results for “retail” — 20 results

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Step 2 — Business configuration: industry and product type

Choose your industry type and accounting variant to match your business model.

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Holding structure: one company, several product lines

Understand how a single business can operate multiple product lines under one parent company.

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One-time and walk-in customers

Understand when and how to use walk-in customer records for transactions without a stored customer.

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FAQ: Profit & Loss Report

Quick answers to common questions about Profit & Loss reports.

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What is shared and what is separate between product lines

Learn which data is unified across product lines and which is kept separate.

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Filters and options in the AR Aging Summary report

Reference list of available filters and settings to customize your AR aging report.

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Reading and interpreting the Profit & Loss report

Understand the sections of your income statement and how to analyze profitability.

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Filters and options in the End of Day report

Reference guide for all settings and parameters that control what the report displays.

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FAQ: Creating Sales Receipts

Common questions and quick answers about creating sales receipts.

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Filters and options in the Balance Sheet report

Filter by date, department, or other criteria to customize your report.

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Settings explained: Accounting defaults

Default GL accounts for revenue, expenses, tax, and discounts.

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Filters and options in the Profit & Loss report

Filter by date range, department, or other dimensions to customize your report.

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FAQ: Attendance Report

Common questions about running, reading, and using the Attendance report.

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Filters and options in the Customer Contact List report

A complete reference to all filters and settings for customizing the customer list.

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Cashier: your first day

Get oriented: what a cashier does and where to find the key tools in Usystems.

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Numbering invoices: auto-codes, prefixes and manual codes

Learn how Usystems assigns invoice numbers and how to customize them.

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What is a sales receipt and when to use it

Understand sales receipts, when to issue them, and how they differ from invoices.

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Selling to a one-time / walk-in customer

Record sales to unnamed or one-time customers without creating a customer account.

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Missing account errors (receivable/payable/cash not set)

Fix account configuration so receipts post to the correct ledger accounts.

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Reading and interpreting the Customer Contact List report

Understand the report columns and how to use the data for sales and marketing.