User guide
The complete guide to Sahl: company setup on the web, items and inventory, customers and suppliers, sales, treasury, POS and shifts, restaurant, and reports. Practical steps and what happens in the books.
Type a word or two: shift, cheque, return…
Getting started
What Sahl is, how to create your account, and what you see on first login: the main menu, the initial setup wizard and the shape of a normal working day.
- What is Sahl?
- Creating your account and subscription
- First login and the main menu
- A map of a normal working day
Company setup
What is set once and used every day: company and tax details, branches, currencies and exchange rates, document numbering and print templates, and the features that appear in the menu.
- Company and tax details
- Branches
- Currencies and exchange rates
- Document numbering and print templates
- +1
Users and permissions
Who can sign in, what they see and what they can do: roles, creating users, scopes, active sessions and the audit log.
- Roles and permissions
- Creating a user
- Scopes: where each user works
- Active sessions and the audit log
Items and inventory
Defining items, their units, barcodes and prices, then following their balances: inter-warehouse transfers, adjustments, stocktakes and warehouses.
- Creating a new item
- Barcodes and units
- Groups, manufacturers and units
- Price lists
- +4
Customers and suppliers
One list for everyone you deal with: customer, supplier, employee, salesman. How to define them, set credit limits, regions and categories, and where to see each party's balance.
- Accounts: customers and suppliers in one list
- Employees and salesmen
- Regions and account categories
- Customer credit limits
Sales and purchasing from the web
Sales invoices and returns, quotations and orders, supplier invoices, goods receipts, purchase returns and import expenses, and the draft, post, cancel and approval cycle.
- The sales invoice
- Sales returns
- Quotations and sales orders
- The supplier invoice
- +2
Treasury: receipts, payments and cheques
Receipt and payment vouchers, the full life of a cheque from receipt to collection, cashboxes and banks, transfers between cashboxes and bank deposits.
- Receipt and payment vouchers
- Cheques: the full life cycle
- Cashboxes and banks
- Transfers between cashboxes and bank deposits
POS: manager setup
What the shop owner sets once before the first shift: enabling the point of sale and its settings, preparing the cashier user and permissions, connecting devices, quick items and promotions.
- Enabling the point of sale and its settings
- Setting up a cashier user
- Cashier permissions
- Devices and active POS terminals
- +1
POS: the cashier's day
From signing in and opening the shift to selling, taking payment, printing and handling returns: everything a cashier does in the Sahl app, and what happens behind it in the books.
- Signing in and opening the shift
- The sale screen: from scan to invoice
- Payment: cash, card, cheque and on account
- Printing receipts and setting up the printer
- +2
Working offline and syncing
How the cashier keeps selling when the internet drops, how invoices reach the server once it is back, and what to do when a document is rejected.
- How the cashier works without internet
- Pending and rejected: what to do when an invoice does not arrive
Closing the shift and handing over cash
Counting the drawer, closing the shift from the app or the web panel, where the difference is posted, and how cash is handed over to the main cashbox.
- Counting the drawer and closing the shift
- Where are shift differences posted?
- Handing over cash to the main cashbox
- Cashier report and end of day review
Restaurant
Enabling the restaurant module, tables and areas, the waiter device and kitchen display, QR ordering and reservations, checkout with bill splitting, and restaurant reports.
- Enabling and setting up the restaurant module
- Tables and areas
- Waiter device and kitchen display
- QR ordering and reservations
- +2
Reports and accounting
Financial statements and the VAT report, account statements, cash liquidity and ageing, the report builder, and advanced accounting for those who enable it.
- Financial statements, VAT report and dashboard
- Account statement, cash liquidity and ageing
- Ready-made reports and the report builder
- Advanced accounting
Reference
System messages and what they mean, who sees what in each role, the daily and monthly routine, and frequently asked questions from every part of the guide.
- System messages: what they mean and what to do
- Who sees what
- Daily, weekly and monthly routine
- Frequently asked questions