Getting started with goalPOS inventory app for android phones

This post will help you get started with goalPOS as a new user. If you are yet to get the app, click here to install for free. Follow the steps:

1. Set up your business name, currency, security question and answer
From the main menu > Settings > Shop Information
Click on edit to modify and update your business information. These are displayed on the customer receipt. Also change the secrete question and the answer for easy password retrieval if forgotten in the future.

2. Creating your suppliers
From the main menu > Suppliers
Use the plus button to add, click on a supplier to modify. You can easily dial a supplier's number from the app.

3. Create your Item Categories
From the main menu > Settings > Categories
Use the plus button to add, click on a category to modify. For a drinks/wines store, items can be categorized into vodka, whisky, cream, dry gin, red wines, rum, yughort, bitters, etc

4. Creating items in the inventory
From the main menu > Products
Create your items assigning each to the right category. A newly created item has zero quantity. Next is to stock in.

5. Increasing item quantity
From the main menu > Inventory
Search and click the item > Quantity adjustment
Simply enter the quantity and update. Use a minus sign to decrease quantity.

6. Adding customers
From the main menu > Customers
The benefits of registering your customers are that you can easily call them from the app and you can owe them or allow them owe

7. Adding User account for sales person
From the main menu > Settings > User Accounts
Select the Sales user type for the salesperson you wouldn't want to access the reports and inventory

8. Adding privileges to the sales girl account (Sales Usertype)
From the main menu > Settings >User Privileges
Since the sales girl is to access POS, Returns, expenses, creditors/Debtors, only those mentioned items were ticked for Sales Person

9. Selling items to customers
From the main menu > POS (CART)
Always ensure you are selling with the right price (wholesale or retail price). You may choose to use same price for unit wholesale/retail and you wont bother about the type of price selected. 

10. Viewing the sales, expense, profit and loss reports
From the main menu > Reports > Sales Report, Expense graph, profit and loss

11.Viewing and clearing debtors/creditors
From the main menu > Creditors/Debtors
Click on Debtors to see debtors (When a debtor pays u, click on Receive pay and save)
Click on Creditors to see creditors (When you pay a customer, click on Pay customer and save)

12. Adding expense
From the main menu > Expense
Your total expenses is subtracted from your total profit to determine how much you gained or lost.

(Notice: In the course of learning/trying this app and you encounter any bug, app stops working (crash) or you wish for a feature to be added, kindly send us a mail at ugwunv@gmail.com or chat on WhatsApp. YOUR FEEDBACK HELPS US TO SERVE YOU BETTER)


After learning to use this app and are ready to fully computerize your business, GO HERE to use the recommended approach.

The first page you will see after the app loads is the login screen.


Fig. goalPOS Login (The screen might differ a bit due to update)

The login helps to restrict access to the features of goalPOS. You know how sensitive your business data could be and not everyone is allowed to get hold of them. So, even if you have many staff and wouldn't want all of them having the same access, goalPOS is designed to assign different accesses to different users at a time. For your first time login, use the following login details;
Username: Admin
Password: 12345
Endeavor to change password after login.

Successful login gives you access to the menu screen. The functions of the menu items will be explained below;



Fig. goalPOS Main menu screen.

After knowing the functions of the menu items, move on to setting up your shop/business information.

The functions of the menu items

Logout: This link logs you out of the menu screen for security. You will need to relogin after clicking on the logout link. 
Stock Alert: Click this item to see stocks that need attentions. Stocks listed in the alert page either have their expiration date in less than three months or they have reached their minimum quantities and need to be restocked. so, items which appear hear needs its expiration date or quantity checked.
Creditors and Debtors: This is where you see those owing you or the customers you are owing.
POS (CART): This is the screen that helps you to make sales. You are first shown the screen where you select the items to be sold. You then move on to the CART where you control the quantity and payment and finally, print customer's receipt (If you like).
Expenses: Here, you register all the expenses you make in the course of running your business. This could be bills, transport fairs, training fees, salaries and so on.
Order History: This gives you access to the lists of orders/sales that have been carried out. If you wish to reprint a particular order receipt, this is where you go.
Returns: Items sold but due to one reason or the other, gets returned. This is where you go to effect return.
Suppliers: Here, you keep records of your suppliers and their contact details. You can easily call a supplier from the suppliers screen through the dial handle.
Products: This is where you create or edit the products you sell with their prices and suppliers.
Customers: You keep the records of the customers here with their contact details. This is helpful if you want to owe or to be owed by the customer.
Reports: This gives you the report menu, where you get to view all the different reports such as sales, expenses, profits and loss reports. This is the only feature you will have to purchase after 30 days of trial. If you don't purchase this for $2.5 which is subject to review with time, you won't be able to view any of the reports. You only purchase it once and use forever with the device..
Settings: This is where you setup the shop information, user accounts and privileges and database backup.

Before you continue the learning journey, it is advisable to BACK UP the database so you can restore back this current empty database after learning to use the app with sample data and you are ready to computerize your business fully. You will not need to start deleting those sample items and orders created during the learning as you will only need to RESTORE the fresh database and kick start your computerization. Click here to learn how to backup and restore your database.

Please feel free to give us feedback or ask questions using the comment box. This will help us to serve you better.

Having known the roles of the menu items, the next suggested activity is setting up your shop/business information.

Comments

  1. Do you handle installation and secondly how mu h is it to have it for life after 30 days as stated in your write up?

    ReplyDelete
    Replies
    1. Thanking you for the inquiry.
      This app is free for life but only restricted from the REPORTS after 30 days without purchasing the REPORTS. You are only expected to make a one-time payment of ‎₦1,000 (about $2.5) to continue to use the REPORTS for life. This price is subject to review with time.
      As for setup, i can guide you free of charge on how to completely computerize your store.
      You may go through these posts to have the ideas
      1. https://goalpossupport.blogspot.com/2020/07/how-to-computerize-your-business-best.html
      2. https://goalpossupport.blogspot.com/2020/07/how-to-perform-stock-count.html

      You may chat me on whatsapp for more guidance +2347031557301

      Delete
  2. How can this app be used in a chemist shop where medicine are sold in pieces? Again, can it be used on a laptop? If I am not in the shop how will my apprentice use this app if my phone is not available?

    ReplyDelete
    Replies
    1. goalPOS is an android application that can only run on android phones. To use this app in a chemist shop, you should create the medicine under product with the unit price for each tablet and the selling price. For instance, if a pack contains 20 units and you purchase a pack for 800, you should divide 800 by 20 to get the unit cost price. The unit cost price should be 40 and so, you simply enter 40 into the unit cost price field.
      Enter your determined selling price too and save. If you don't do wholesale, You can use same price for Retail and wholesale unit prices.

      When stocking your medicine, you should always enter the quantity in units not in whole i.e. if you want to stock in a pack of the medicine by 20, you should enter 20 as the quantity instead of 1.
      I hope this answers your question.

      Delete
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  4. Is this app still valid in 2024?
    And also, am I obligated to any payment?

    ReplyDelete

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