Help Center
The same answers your team finds inside Exceed Store, searchable here before you even sign up.
145 articles
What does the Delivery address field do on the Customers screen?
Governorate, city, block, street, building, floor, apartment — saved once, recalled automatically by phone number at checkout.
What does the Active field do on the New item screen?
Uncheck to retire an item without deleting it — disappears from POS/new documents, stays in historical reports.
What does the Receipt / Return links field do on the Orders screen?
Reprint the receipt, or start a sales return straight from that order's row.
What does the Barcode field do on the New item screen?
The base unit's barcode — scan it at POS to add the item instantly. Leave blank to search by name/code instead.
What does the Picture field do on the New item screen?
Shows on the POS tile and Items list (if "Show item images" is on in Settings). Purely visual.
What does the Category / Subcategory field do on the New item screen?
Drives the POS category tabs, sales-by-category reports, promotions, and per-branch visibility. Pick category first, then subcategory.
What does the Custom price list field do on the Customers screen?
Assigned from a customer's own detail page — overrides the default catalog pricing just for them.
What does the Sales history field do on the Customers screen?
Every past order for that customer, visible on their detail page.
What does the Branch / Payment method / Customer filters field do on the Orders screen?
Customer search matches name or phone.
What does the Date range + Order code filter field do on the Orders screen?
Both live under the Code column's ⋮ menu.
What does the Type field do on the New item screen?
Inventory tracks stock (qty rises on purchase, falls on sale). Service (e.g. "Delivery Fee") never carries stock — pick this for anything that isn't a physical unit.
What does the Revenue trend / Top Expenses / Sales by Branch / Sales by User field do on the Dashboard screen?
Chart widgets for the selected range — hide or reorder any of them with Customize.
What does the KPI cards — Profit, Sales, Cash, Returns field do on the Dashboard screen?
Each shows a % change vs. the same-length period right before the one selected.
What does the Download Excel Template / Import from Excel field do on the Items screen?
Bulk-add or bulk-edit items — download the template, fill it in, upload it back. Rows with an unknown unit or category are skipped and listed so you can fix and retry.
What does the Column filters (⋮ menus) field do on the Items screen?
Search by code/name, filter by type, status, or low-stock only — click any column header's ⋮ to open its filter.
What does the + New Item field do on the Items screen?
Top-right — the same spot on every list screen in the app.
What does the Quick-range presets field do on the Dashboard screen?
Today / This week / This month / Last month / This year — one click sets both dates below.
What does the Sortable columns field do on the Items screen?
Click a column name to sort by it, click again to flip direction.
What does the Customize field do on the Dashboard screen?
Hide widgets you don't need, reorder them, or make one half-width to sit beside another. Saved per user, not company-wide.
What does the From / To + Apply field do on the Dashboard screen?
Type any exact range instead of a preset. Defaults to the current month if you change nothing.