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Seitenübersicht
Alle Leitfäden und Artikel der Hilfe auf einer Seite. 688 Artikel
Branchen
- Run a shop on EloERP
- Run a restaurant on EloERP
- Run a hotel on EloERP
- Run a hospital or clinic on EloERP
- Run a jewellery shop on EloERP
- Run an optical store on EloERP
- Run a gym, club or membership on EloERP
- Run an internet, cable or telecom service on EloERP
- Run a salon or service business on EloERP
- Collect rent on EloERP
- Sell online on EloERP
Erste Schritte Erste Schritte · 20 Artikel
First steps
- Find your way around
- Sign up and choose your business type
- Sign in, change your password and language
- Set up your company profile
- Add branches and warehouses
- Add users and give them roles
- Choose which features are switched on
- Set up taxes
- Set up payment methods
First week
- Add your products
- Enter opening stock
- Enter opening balances
- Make your first sale
- Record your first purchase
- Take a payment and pay a supplier
- Close the day: shift and reports
- Your first month end
Good to know
- Print settings and your logo on invoices
- Uploads on a trial, and when a company is deleted
- Get help in the app
Startseite und Dashboards Erste Schritte · 4 Artikel
Overview
Einstellungen Erste Schritte · 33 Artikel
Configuration
- Company
- Features & Add-ons
- Users & Roles
- Field Permissions
- Branches
- Branch Topology
- Outlets
- POS Devices
- Offline POS
- Tax Config
- Currencies
- Billing
- Customer Portal
- Let customers pay from their statement
- Sample Data
POS & Sales
Sales
Purchases
Accounting
People
HR & Payroll
Notifications
System
KI-Assistent Erste Schritte · 12 Artikel
Getting started
Everyday use
- Ask a question about your business
- Enter a sale, payment or expense by voice
- Read a supplier bill from a photo
- Approve AI suggestions in the AI Inbox
- Get suggested purchase orders
Connect your own AI
Tax authority
On WhatsApp
Safety and data
Artikelverwaltung Verkauf und Einkauf · 29 Artikel
Overview
Products
Stock
- Stock Ledger
- Running Cost Report
- Daily Stock Report
- Opening Stock
- Stock Count (Physical)
- Count by Scanner
- Stock Valuation
- IMEI Tracking
- Stock Levels
- Stock Report
- Stock Audit
- Batch & Expiry
- Batch Lots (FEFO)
- Min Stock Level
- Serial / IMEI Stock
- Serial Trace (Police)
- Stock Adjustments
- Stock Transfers
Tools
Lager Verkauf und Einkauf · 1 Artikel
Warehouse
Verkauf Verkauf und Einkauf · 40 Artikel
Overview
Sales Documents
Pricing & Offers
Installments
Field Sales
Customers
- All Customers
- Customer photo, CNIC and cheque images
- Customer Ledgers
- Send a customer their statement link
- Portal Payments
- What your customer sees in the portal
- Areas & Routes
- Customer Groups & Categories
Reports
- Sale Invoice Report
- Authority Submitted Invoices
- Item-wise Sales
- Sale Return Report
- Top Selling Products
- Slow Moving Products
- Area-wise Customers
- Profitability Report
- Staff Performance
- Outlet Sales Summary
- FBR Submission Report
- FBR Reconciliation
Kasse (POS) Verkauf und Einkauf · 24 Artikel
Till
- POS Terminal
- Take a cash sale at the till
- Hold and recall a sale
- Take a return at the till
- Quick order: type or say the order
- Stock limits at the till
Shifts
Gaming
Offline till
- The offline till: what it is and when to use it
- Install the POS app on a PC and pair it
- Sign in on the offline till
- Sell on the offline till when the internet is down
- How offline sales sync, and what to do with sync problems
- Shifts, X and Z reports on the offline till
- Credit sales on the offline till
- Printers, cash drawer and scale on the offline till
- The Manager Console on the offline till
- Keep the offline till up to date
- Move, unpair or remove the offline till
- Offline till troubleshooting
- Invoice numbers from the offline till
Einkauf Verkauf und Einkauf · 14 Artikel
Purchases
Suppliers
Reports
Onlineshop Verkauf und Einkauf · 47 Artikel
Selling
- Dashboard
- Orders
- Take a phone or WhatsApp order
- Verify a new order before booking
- Turn an online order into an invoice
- Returns
Delivery
- Shipments
- Dispatch
- Failed Deliveries
- Returned Parcels Check-in
- Hand parcels to the courier
- Handle a parcel the customer refused
- Send order confirmation links
Money
- COD Cash Ledger
- Receivable from Couriers
- Statements
- Match a courier COD statement
- Record a gateway payout
- Reconciliation
- Claim Deadlines
Catalog
- Products on Channels
- Put your products on your website
- Fix price and SKU differences with your website
- Stock & Buffers
Insights
- Overview
- Courier Performance
- Product Analytics
- Customers
- Find buyers and cities that return COD parcels
- Financials
Online Store
- Online Store
- Open your online store
- Take card and wallet payments
- Wholesale trade ordering
- Customer account extras in the online store
- Conversations
- Coupons
- Reviews
- AI Agents
Setup
- Channels
- Connect your Shopify store
- Connect your WooCommerce store
- Courier Accounts
- Add a courier account
- Courier Rules
- Automation Rules
- Sync Logs
Buchhaltung Finanzen · 35 Artikel
Overview
Accounting
- Chart of Accounts
- Opening Balances
- Financial Years
- Cash movements to post
- Journal Voucher (JV)
- Payment Voucher (PV)
- Receipt Voucher (RV)
- Debit Note (DN)
- Credit Note (CN)
Ledgers
Banking
Reports
- Trial Balance
- Profit & Loss
- Balance Sheet
- Statement of Cash Flow
- Ratio Analysis
- Budget vs Actual
- Account Budgets
- Voucher Register
- Day Book
- Account Summary
- Sale Profit Report
- Account Receivable (AR)
- Account Payable (AP)
- Receivables Aging (AR)
- Payables Aging (AP)
- Tax Summary
Berichte Finanzen · 14 Artikel
Operational Reports
Financial Reports
Hotel PMS Reports
- PMS Reports Hub
- Occupancy & ADR
- Revenue Breakdown
- Arrivals / Departures
- Bed Tax (PK)
- Sales Tax (PK GST)
- Guest Register (PK)
Abonnements und wiederkehrende Abrechnung Finanzen · 14 Artikel
Overview
Billing
Reports
Setup
Personal und Lohnabrechnung Mitarbeiter und Kunden · 33 Artikel
Overview
People
Time & Leave
- Attendance
- Shifts
- Shift Roster
- Biometric Devices
- Holidays
- Regularization
- Leave Applications
- Leave Calendar
- Comp-Off
- Leave Types
- Leave Policies
- Leave Settings
Payroll
- Payroll Runs
- Email payslips
- Salary Structures
- Salary Components
- Loans
- Advances
- Increments
- Back-dated increment on a paid payroll
- Commissions & Targets
- Bonus & Deductions
- Statutory & Tax Slabs
- Pay for work on a day off
- Payroll Reports
- HR & Payroll Reports
CRM Mitarbeiter und Kunden · 9 Artikel
CRM
- Dashboard
- Leads
- Deals
- Pipeline (Kanban)
- Activities
- Calendar
- Reports
- Web Form
- Win a deal and bill the customer
Kommunikation Mitarbeiter und Kunden · 12 Artikel
Communication
Notification System
- Notification Channels
- Templates
- Rules
- Logs
- Bulk Send
- Send a message automatically when something happens
- Statement and portal links in messages
Restaurant Branchen · 41 Artikel
Restaurant
- Dashboard
- Floor & Tables
- Floor Plan
- Reservations
- Waitlist
- Kitchen Display System
- Token Display
- Dispatch Board
- COD Reconciliation
- Delivery Zones
- Call Center
- Call Bookings
- Order Control
- Run a delivery from phone call to cash
- QR Approvals
- QR Setup
- Your online ordering link (/menu)
- Foodpanda
- Foodpanda Payouts
- 86 Board
- Kitchen Departments
- Item Notes
- KOT Print Station
- Happy Hour
- Tips & Service Charge
- Loyalty Config
- Add options and add-ons to a menu item
- Make a combo or meal deal
- Set up a branch in restaurant mode
- Take a dine-in order at the table
- Send and reprint a KOT
- Split a bill or move a table
- Take a takeaway order
- Take a delivery order at the till
- Use the waiter app
- Set up recipes and food cost
- Close the restaurant day
Analytics
Quick Links
Hotel Branchen · 52 Artikel
Overview
Operations
- Check a guest in
- Post a charge to a folio
- Check out and settle a folio
- Use a guest's loyalty points on their bill
- Reservations
- Move a guest to another room
- Cancel a reservation or mark a no-show
- New Reservation
- Make a reservation
- Groups
- Guests
- Housekeeping
- Tasks
- Banquet
- Channel Manager
- Connect the channel manager
- Hotel Website
- Online Reservations
- Let guests see, pay and cancel their bookings online
- Let guests check in online before they arrive
- Give guests loyalty points on hotel stays
- Let guests save their details and book again
- CC Transactions
- Charge to Room
- City Ledger
- Bill a stay to a company account
- Guest Reviews
- Night Audit
- Run the night audit
- Cashier / Shift
Setup
- Property Settings
- Set up your hotel: rooms and rates
- Floors
- Amenities
- Room Types
- Rooms
- Seasons
- Rate Plans
- Policies
- Services & Extras
- Programmes
- Fixed Activities
- Budget Targets
- Agent Commission Terms
- Exchange Rates
- Document Templates
- Scheduled Reports
Bankett Branchen · 5 Artikel
Banquet & Events
Schmuck Branchen · 10 Artikel
Overview
Daily
Reports
Setup
Optiker Branchen · 10 Artikel
Overview
Daily
- Record an eye test
- Eye tests
- New spectacle order
- Spectacle orders
- Track a spectacle order and hand it over
- Eye test reminders
- Optical prints
Setup
Dienstleistungen Branchen · 11 Artikel
Overview
Front Desk
Jobs
Setup
Fertigung Branchen · 7 Artikel
Manufacturing
Projekte Branchen · 10 Artikel
Projects
- Dashboard
- All Projects
- Progress
- Change Orders
- Labour
- Equipment
- Documents
- Financials
- Equipment register
- Trades & day rates
Anforderungen Branchen · 5 Artikel
Requisitions
Settings
Krankenhaus Krankenhaus · 52 Artikel
Overview
- Command Center
- Executive Dashboard
- Trustee Dashboard
- Occupancy & Mortality KPIs
- By Department
- KPI Cockpit
- Analytics Workspace
- Hold a video or phone consultation
Finance
- Billing Counter
- Hospital Bills
- Cash Register
- Cash Counters
- Billing Setup
- Price List & Tariffs
- Panels & Insurers
- Packages
- Claims
- Doctor Commission
- Accounts Mapping
- Discount Rules
- Donations & Funds
- Camps & Outreach
- Take a payment at the billing counter
- Open and close a cashier shift
- Refund one line of a bill
- Bill a panel patient and send the claim
- Record a donation and print the receipt
- Give a charity discount (welfare cover)
- Set up welfare bands (who pays)
- Run a screening camp and track arrivals
Registers & Reports
Master Data
- Presenting Complaints
- Examination Findings
- Systemic Examination
- Investigations
- Custom Investigations
- Allergies
- Dosage Schedules
- Department Forms
Setup
- Departments
- Doctors
- Rooms
- Facility Profile
- Equipment
- Quality & Compliance
- Set up departments and doctors
- Add a doctor and set the consultation fee
Patienten Krankenhaus · 13 Artikel
Work
- Patients
- Register a patient
- Register Patient
- Referrals
- Follow-ups
- Patient portal: what patients can do
- Book an appointment online
- Family members in the patient portal
- Pay dues online
- Glasses orders in the patient portal
Records
Reports
Ambulanz (OPD) Krankenhaus · 13 Artikel
Work
- My Day
- Book an OPD visit and print the parchi
- Patient Queue
- Appointments
- OPD Consultation
- See a patient and write a prescription
- OPD Procedures
- OPD Dashboard
Records
Reports
Setup
Stationäre Patienten (IPD) Krankenhaus · 13 Artikel
Work
- Admissions
- Admit a patient
- Discharge a patient
- Work in the inpatient chart
- Bed Board
- Housekeeping
- Deaths & Mortuary
- IPD Dashboard
Records
Reports
Setup
Notaufnahme Krankenhaus · 9 Artikel
Work
- ER Board
- Receive and treat an emergency patient
- Record a medico-legal case (MLC)
- Ambulance
- Triage Queue
- ER Dashboard
Records
Reports
Intensivstation Krankenhaus · 8 Artikel
Work
Records
Reports
Operationssaal Krankenhaus · 10 Artikel
Work
Records
Reports
Apotheke Krankenhaus · 6 Artikel
Work
Records
Reports
Krankenhauslabor Krankenhaus · 17 Artikel
Work
- Lab Dashboard
- Lab Orders
- Worklist by Section
- Home Collection
- Take a lab sample and enter results
- Verify and sign out a lab report
- Print a lab report
- Bill a lab order
- Send a test to a partner lab
- Report links and the verify page
- Home sample collection requests
Records
Reports
Setup
Radiologie Krankenhaus · 12 Artikel
Work
- Imaging Dashboard
- Imaging Orders
- Modality Worklist
- My Reporting
- Order an imaging study
- Perform an exam
- Report and sign a scan
- Print or correct an imaging report
Records
Reports
Setup
Blutbank Krankenhaus · 13 Artikel
Work
- Stock & Dashboard
- Donors & Donations
- Screening Bench
- Units & Inventory
- Blood Requests
- Register a donor and record a donation
- Screen and release a donated unit
- Separate Whole Blood into components
- Cross-match and issue blood
- Record a transfusion and a reaction