Training manual
Ordered the way a business actually starts, not by menu: sign in, set up, build the catalogue, sell, buy, close the till, deliver, and read the books. Every article says what a screen is for before it says which button to press.
Getting started
The first hour with Exceed Store: signing in, finding your way around, and the settings that shape everything that follows.
- Signing in and finding your way aroundYour company's own address, one account per employee, and how the screens are organised.
- Company settingsThe name on every receipt, the currency and decimals, what the register asks for, and the receipt layout.
- Branches, warehouses and usersHow a branch, its warehouses and its staff fit together, and what your plan allows.
- Roles and permissionsBuild a role from individual permissions, cap what each role can discount, and protect the fiscal year.
Your catalogue
Categories, units and items — the foundation every sale, purchase and stock count is built on.
- Categories and units of measureGroup items the way your shop is laid out, and define how each one is bought, stocked and sold.
- Adding itemsCodes, barcodes, prices and opening stock — and why cost is not something you type.
- Importing items from ExcelBring hundreds of items in at once from a spreadsheet, and update them the same way later.
Selling
The register, taking payment, customers on account, and the prices and offers that apply themselves.
- The point of saleRing up a sale: find the item, set the quantity, attach a customer, apply a discount within your limit.
- Taking payment: cash, K-Net and splitOne sale, any mix of payment methods, each recorded as its own line.
- Held invoices and sales returnsPark a sale and come back to it, and return goods against the original invoice.
- Customers, credit and receipt vouchersProfiles with Kuwaiti addresses, selling on account within a limit, and recording what a customer pays back.
- Pricing, promotions and campaignsPrice lists per customer, buy-X-get-Y offers, and price changes scheduled in advance.
Buying and stock
Suppliers, purchase invoices that set your real cost, returns, transfers between branches, and the reports that follow every unit.
- Suppliers and purchase invoicesRecord what you bought, at what cost — and let the system work out what your stock is really worth.
- Purchase returns and supplier paymentsSend goods back against the invoice they came on, and pay suppliers without ever overpaying.
- Stock transfers between branchesThe one way goods move between warehouses without a sale or a purchase.
- Inventory reportsWhat is on hand, where, and every movement that got it there.
Money
Closing the till, the Safe and the Bank, and the expenses that leave them.
- Cash handovers at shift endThe expected cash is calculated for you; you count and confirm. Shortages are recorded, not absorbed.
- Treasury: the Safe and the BankOne ledger for both, with deposits, withdrawals and transfers between them.
- ExpensesRent, salaries, utilities and the rest — recorded once, posted to the right account, paid from the right place.
Delivery and the online store
Zones and drivers, dispatching orders and settling cash on delivery, and a storefront that sells from the same stock as the register.
- Delivery zones and driversPrice delivery by area, track what it costs you, and register the people who deliver.
- Dispatch: assigning, tracking and cash on deliveryEvery delivery from assignment to cash in hand, with nothing counted twice.
- The online storeA storefront customers order from directly, selling the same stock at the same prices as your register.
Accounting and reports
A real general ledger that posts itself, the statements it produces, closing the year, and the reports that tell you where the profit is.
- Chart of accounts and journal entriesThe account tree everything posts to, and the manual entries for what nothing else covers.
- Financial statements and closing the yearThe statements your accountant asks for, produced from the ledger — and a year-end that locks without destroying anything.
- Sales and profitability reportsWhere the margin actually is — by item, category, customer and branch — from the same postings as the books.