Guides

Guide Center

Find all the documentation and resources to make the most of our platform.

Load Products

Add products with names, prices, VAT, and stock. Everything you need to sell and invoice correctly.

~5 min read

Register a provider

Register suppliers with contact details and commercial terms. Always know whom to ask for restocking.

~1 min read

Create a product category

Organize your products into categories. It makes searches, reports, and your online catalog easier.

~1 min read

Add product variants

Create size, color, or capacity variants for the same product. Each variant has its own stock and SKU.

~1 min read

Adjust product stock

Adjust the stock when there are differences with the physical inventory. Every movement is recorded.

~1 min read

Bulk import products

Upload many products at once using Excel. Ideal for migrations or large catalogs.

~2 min read

Create a sale

Create sales by selecting the customer, products, and payment method. Generate the fiscal receipt in a single flow.

~2 min read

Add products for sale

Add products by name, barcode, or SKU. Adjust quantities and prices as needed.

3 min read

Apply discounts to a sale

Apply discounts by product or on the total. The system recalculates taxes automatically.

~2 min read

Change the status of a sale

Change the status of a sale between pending, paid, delivered, or canceled. Each change has implications.

~1 min read

Generate electronic invoice

I issued valid electronic invoices to the SET. The system automatically generates and sends the document.

~1 min read

Register customers

Load customers correctly and keep your sales history.

~5 min read

Search customers by RUC

Use the RUC lookup to invoice without errors.

~2 min read

Edit customers

Edit the details of an existing customer. Changes apply only to future transactions.

~2 min read

Export customers

Export your customer list to Excel or CSV. Useful for email campaigns or external analysis.

~2 min read

Create a budget

Send quotes to customers before closing the sale. Turn it into a sale with one click.

~1 min read

Convert estimate to sale

Convert an approved quote into a sale without re-entering data. Maintain full traceability.

~1 min read

Record Expenses

Record operating expenses to know how much your business really earns

~4 min read

Edit Expenses

Keep your expenses up to date.

~1 min read

Configure business data

Set up your company name, RUC, logo, and contact details. They appear on invoices and receipts.

~1 min read

Set up electronic invoicing

Configure SIFEN with your digital certificate and CSC. Test in development before moving to production.

~2 min read

Integration with Pagopar

Integrate PagoPar to accept payments with QR and receive online payments. Transactions are recorded automatically.

~2 min read

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