# winsoft - Inventory Management System with POS, HRM, Accounting

- by: LionCoders
- email: support@lion-coders.com

winsoftPOS is a software that will help you to manage your inventory, accounting and hrm. We believe that this software is suitable for both wholesale and retail buisness model and an ideal product for any Super Shop. This user friendly software is fully responsive and has many features. Hope that this software will be helpful to manage your buisness inventory.

### SERVER REQUIREMENT

All our products are designed on most popular PHP framework Laravel. You need to have minimum requirement for running all our application. Please make sure that you have completed these requirements.

- Preferred Server - Apache/Nginx
- PHP Version 7.4
- OpenSSL PHP Extension
- PDO PHP Extension
- PHP Fileinfo Extension
- Mbstring PHP Extension
- Tokenizer PHP Extension
- Zip Archive PHP Extension
- Mod Rewrite Enabled

Please note if you try to install the application on any other server say LiteSpeed or IIS, you may get undesirable result. We do not recommend you to use other server than Apache or Nginx. Also we do not provide support for installation in server other than Apache.

### INSTALL

Localhost

If you are installing on localhost, please keep in mind that you’ll need Internet for installation. After installation, you can use winsoft without Internet. We suggest you use XAMPP for localhost. You can use other solutions like WAMP, MAMP etc. as well and installation process for all of them are same.

Create a folder inside htdocs folder inside your XAMPP installation. Now copy the zip folder you downloaded from Codecanyon to htdocs folder and unzip it there. Rename it to whatever you want. Say, you have named it- ‘my-folder’. Now start your XAMPP (or whatever you are using) and go to your browser and access winsoft from your browser like- localhost/my-folder/.

While installing you may face 'max execution time error', as importing dtatabase takes a while. To solve this issue, please increase 'max_execution_time' and 'memory_limit' value in your php.ini file. set memory_limit=512M and max_execution_time=480. for reference- How to edit php.ini file on localhost(XAMPP)

Online Hosting

Upload the zip folder you downloaded from Codecanyon to your hosting and unzip it. Please make sure you configure your web hosting’s settings, so that it shows hidden files and folders (for reference- How to enable hidden files and folders on cpanel) This is to ensure that if you copy/move the contents from the unzipped folder to any other location, you copy all the files including ‘.htaccess’, ‘.env’ files which are necessary for the proper functioning of the software. Now you can access the folder where you have winsoft from your browser.

Now follow the installation process below.

## Step 1

- Please read the license agreement before proceeding.
- You need to accept and continue for going to the next step.

## Step 2

- The system will automatically check for the server requirements. If all the requirements are fulfilled, You can proceed for further action.

## Step 3

- You have to fill up the form with correct information.
- Please input the purchase code.
- Input your database host e.g(localhost).
- Your database username e.g(root).
- Your database password (if any).
- The database name that you have already created.
- Click on submit.

## Step 4

- Congratulations! You have successfully installed winsoft.
  Note : This automatic process should delete the install folder which is inside the project folder.your project folder contains 'install' folder, then please delete the folder.

## Installation Video

Watch is a video demonstrating the steps stated above. (you'll need internet connection to play the video)

You can also watch this video on youtube

## Help with installation

We can help you install on any cpanel based hosting for as little as $15. You can send the money via paypal to tarik_17@yahoo.co.uk. Contact us at Support with your hosting details and payment proof and we'll take care of the rest.

Please note- If you are installing on localhost, we'll charge $50 for anydesk/teamviewer support(installation).

### Common Errors

If you face 500 server error after installing the software please update your php version to 7.4. If you still get 500 error after updating php version, please open your '.env' file and change the value of 'APP_DEBUG' to true. You'll find '.env' file in the root folder (winsoft) And then go to the page again where you were getting 500 server error. You should see description of actual error now. Please take a screenshot and send it over along with your cpanel access details, so that we can look into it.

### SOFTWARE UPDATE

## UPDATE with Existing Data

You can update the software very easily by following 4 steps:

- Rename your previous database like winsoftpos-backup.sql.
- Delete the project folder and reinstall it
- Merge your present database with previous one with MySQL Compare. If you are a linux user you can use Navicat to merge database.
- After that delete the new database and rename the previous one with present database name like winsoftpos-backup.sql to winsoftpos.sql.

Please follow the following spanshots carefully to merge database:

Open the software.

Select your source and target database and click compare now.

After comparing successfully two database click ok.

Then select the checkbox and click Diployment Wizard.

Uncheck the Recompare after deployment checkbox and click next.

Click Deploy now.

Click Ok.

Thats all! You have just updated the database. Now follow step 4 as we described earlier.

## UPDATE without Existing Data

You can update the software very easily by following 2 steps:

- Delete your previous database it.
- Delete the project folder and reinstall it

Still facing problem? Don't worry! We can update your software for USD 15. Please contact us at Support.

### POS Printer Configuration

First you have to install your printer driver. Then go to settings and select Devices.

Then go to Devices and printers.

Set your POS printer as default printer.

Then go to Printing preferences.

Then go to Advanced.

Select 3rd option of paper size and click Ok.

After that go to printer properties.

Go to device settings and select 3rd option of auto.

Please make sure you choose correct paper size(3rd option) when you want to print the invoice.

### Empty Database

When you install this software it will come with some dummy data. To delete all these dummy data click on your username on the top navigation bar. Then you will see an option named Empty Database. Click on that and all the dummy data will be deleted automatically.

### SETUP MAIL SERVER

To add mail functionality to your inventory you have to setup mail server first. To do this go to Mail Setting under Setting module. You have to fill up the following information.

### DASHBOARD

We have a gorgeous looking dashboard for our customer from where they get Revenue, Sale Return, Purchase Return and Profit information of today / last 7 days / current month / current year at a glance by one click.

You will get information of your cash flow that means how much money you are earning and how much money you are spending from this line chart.

You also aware of your current month's purchase, revenue expenditure froms this doughnut chart.

A bar chart shows Yearly report of purchases and sales of current year.

From Dashboard You will also get recent transaction(sale, purchase, quotation, payment) and top 5 best selling product of current month and current year.

### PRODUCT

## Category

You can add, edit and delete product category. You can also import category from CSV file and export table data to PDF, Excel, CSV. Also you can print data from table.

If you dont want to export any column you can do this by clicking Column Visibility button. From here you can choose column to remove from table.

To export data from specific row you just have to check the checkbox of the related row

If you want to delete all the row from table you can do this very easily as shown below. You can also delete specific row from table.

If you want to search anything from the table you can simply type the word in the search box.

You can also control the pagination from Show dropdown.

## Product

In product section you will just add general information of a product. To add stock you have to purchase that product. You can create three types of product in winsoftPOS.

- Standard
- Digital
- Combo (Combination of standard product. Like mango juice is a combo product as it is consist of mango and sugar ).
- Service

You can add, edit and delete product. You can import product from CSV. You must follow the instruction to import data from CSV. To get better understanding you can download the sample file.

You can sort table data according to column

And you can search, export and print data from table that we discussed earlier in greater detail.

### Weight Scale Machine

winsoft is compatible with weight scale machine. But you have to follow the rules strictly. In a weight scale machine the machine will give you a label of 13 digits barcode. Consider the following picture:

Here first 7 digits are the product code which must be similar with the product code of winsoft. Next 5 digits contains weight and the last digit is a random number. Whenever you put a product on a weight scale machine it will generate this type of label automatically. Then all you have to do is scan this label. Product's info and weight will be calculated automatically with winsoft. But the product code must be same both for winsoft and weight scale machine.

### Print Barcode

You can print barcode with winsoft. The available paper sizes are 36mm, 24mm and 18mm. Anything other than that might not work correctly. To print barcodes we highly recommend using Brother Label Printer.

### ADDING STOCK

In Product section you just added general information of product. So where the stock comes from? To add stock you have to purchase that product for specific warehouse. This software is pretty smart that it will automatically update the stock quantity and you don't have to worry about it.

### PURCHASE

## Add Purchase

You can create purchase in Purchase module. By creating purchase the stock quantity of product will be increased. .There are three purchase status: Recieved, Partial, Pending, Orderd. You can add product to order table by typing or scanning barcode of product

You can also edit product info from order table.

After creating purchase you will be redirected to purchase index page. You will get summary of purchase from table. To get details you just have to click in the table row.

## Import Purchase

You can import sale from CSV.You must follow the instruction to import data from CSV. To get better understanding you can download the sample file.

## Payment

You can make payment from Purchase table. You can make payment with Cash, Gift Card, Cheque, Credit card and Deposit.

And you can search, export and print data from table that we discussed in Product section.

### Automated Purchase

User can make the purchase automated for those products which quantity exceeds the alert quantity by setting up the cron job. Please follow the following steps to make it workable.

First go to the cpanel and go to the cron job settings

Then set up the cron job as described below. Here cron job is set for every 5 minitues. So the system will check in every five minitues and if any product exceeds the alert quantity an auotomated purchase will be made.

Note: If you face any issues while setting up cron jobs, please contact at Support.

### SALE

## POS

You can create sale from POS. Customer, Warehouse and Biller (representative of your company) will be automatically selected according to POS Settings under Settings module. Touch screen keybord is activated in POS module. You can add product to order table by typing or scanning barcode of product. Featured Product will be displayed in the right side. You can also add product by clicking product image. You can edit product info from order table.

To add order discount, order tax and shipping cost you just have to click the button that are shown below. To finalize the sale you have to click the Payment button.

After creating sale you will be redirected to sale index page. A confirmation mail will be sent automatically to customer's email with sale details. You will get summary of sale from table. To get details you just have to click in the table row.

You can also generate Invoice automatically which is beutifully designed

You can also create sale by clicking Add Sale button. Also you can import sale from CSV.You must follow the instruction to import data from CSV. To get better understanding you can download the sample file.

## Payment

You can make payment from Sale table. You can make payment with Cash, Cheque, Credit Card, Gift Card, Deposit and Paypal. A confirmation mail will be sent automatically to customer's email with payment details.

And you can search, export and print data from table that we discussed in Product section.

## Delivery

You can add delivery for your sold products. A confirmation mail will be sent automatically to customer's email with delivery details.

And you can search, export and print data from table that we discussed in Product section.

## Gift Card

You can sell GiftCard to customer. By using gift card customer can purchase product. Again GiftCard can be recharged. Customer will be notified by mail when assigning or recharging a GiftCard.

### EXPENSE

## Expense Category

You can create, edit and delete expense category in Expense module.

## Expense

You can create, edit and delete expense in Expense module.

And you can search, export and print data from table that we discussed in Product section.

### QUOTATION

## Add Quotation

You can create quotation in Quotation module. There are two quotation status: Pending and Sent

If quotation status is Sent a confirmation mail will be sent automatically to customer's email with quotation details.

## Create Sale

You can create sale from Quotation.

## Create Purchase

You can create purchase from Quotation.

And you can search, export and print data from table that we discussed in Product section.

### QUANTITY ADJUSTMENT

## Add Adjustment

You can adjust product quantity in Quantity Adjustment module. There will be two operation: Subtraction and Addition

And you can search, export and print data from table that we discussed in Product section.

### STOCK COUNT

You can count your stock from this module. Two types are available: Full and Partial. In Partial type user have to specify brand and category and the software will automatically count the stock for that brand or category. Then this information will be written in CSV file which you have to download to finalize the stock count. Please follow the instruction properly. After finalizing the stock count you can automatically adjust the quantity of products if it is necessary.

### TRANSFER

## Add Transfer

You can transfer your product from one warehouse to another in Transfer module. You can also transfer product with CSV file. You must follow the instruction to import data from CSV. To get better understanding you can download the sample file. You will get details of transfer by clicking in the table row.

And you can search, export and print data from table that we discussed in Product section.

### RETURN

## Add Return

You can return your product with Return module. You can track return of both purchase and sale with this module. A confirmation mail will be sent automatically to customer's email with return details if customer refund products. Again if you return product to supplier a confirmation mail will be sent automatically to supplier's email with return details. You will get details of return by clicking in the table row.

And you can search, export and print data from table that we discussed in Product section.

### Accounting

## Account

You can create,edit and delete account to link all your transactions. You can also set default account for sale. All the payments must be done under an account.

You can generate Balance Sheet of your accounts. You can also make Account Statement of an specific account to see all the transactions which has done with this account.

### HRM

## Department

You can create,edit and delete department of your company.

## Employee

You can create,edit and delete employee of your company. You can also give user access to employee.

## Attendance

You can take employee attendance with this software. You can set CheckIn and CheckOut time in HRM Setting option under Setting Module.

## Payroll

You can make payroll of your employee with this software. All payroll must be done from an specipic account.

### PEOPLE

## Add User

You can create, edit and delete user account. By creating user account password will be sent to the user's email that is given. Again you can active or inactive a user.

There is also be a register option to create user account. But his/her ID will not be activated untill admin will approve it.

## Add Customer

You can create, edit and delete customer. After creating customer a confirmation email will automatically send to customer. You can add money to customer's database just like a bank account. You can also import customer with CSV file. You must follow the instruction to import data from CSV.

## Add Biller

Biller is the representative of your company. You may have multiple company and you want to manage all your inventory from a single platform. So this is a solution for enterprise. You can create, edit and delete biller. After creating biller a confirmation email will automatically send to biller. You can also import biller with CSV file. You must follow the instruction to import data from CSV.

## Add Supplier

Supplier is the people from whom you purchase products. You can create, edit and delete supplier. After creating supplier a confirmation email will automatically send to supplier. You can also import supplier with CSV file. You must follow the instruction to import data from CSV.

And you can search, export and print data from table that we discussed in Product section.

### Reports

You can create generate various reports automatically by using winsoftPOS.

- Profit / Loss Report
- Best Seller Report
- Product Report
- Daily Sale Report
- Monthly Sale Report
- Daily Purchase Report
- Monthly Purchase Report
- Sale Report
- Sale Report Chart
- Payment Report
- Purchase Report
- Warehouse Stock Chart Report
- Product Quantity Alert Report
- Daily Sale Objective Report
- User Report
- Customer Report
- Supplier Report
- Due Report

### Daily Sale Objective Alert

You can set daily sale objective for specific products. Meaning the minumum sold quantity for a product in a day. If the product can not fulfill the objective user will be notified on the dashboard. To make this feature automated you have to set up the cron job correctly.

First go to the cpanel and go to the cron job settings

Then set up the cron job as described below. Here cron job is set up for once per day. So the system will check at 12:00 am if any product can not fulfill the daily sale objective for previous day. Products those can not fulfill the daily sale objective will be listed to the daily sale objective report.

Note: If you face any issues while setting up cron jobs, please contact at Support.

### SETTINGS

## Add Role

You can create, edit and delete user roles. You can controll user access by changing the role permission. So, under a certain role users have specific access over this software

## Add Warehouse

You can create, edit and delete warehouse. You can also import warehouse with CSV file. You must follow the instruction to import data from CSV.

## Add Customer Group

You can create, edit and delete customer group. Different customer group has different price over the product. You can modify this by changing price percentage in Customer Group module.

You can also import customer group with CSV file. You must follow the instruction to import data from CSV.

## Add Brand

You can create, edit and delete product brand. You can also import brand with CSV file. You must follow the instruction to import data from CSV.

## Add Unit

You can create, edit and delete product unit. You can also import brand with CSV file. You must follow the instruction to import data from CSV.

## Add Tax

You can create, edit and delete different product tax. You can also import tax with CSV file. You must follow the instruction to import data from CSV.

And you can search, export and print data from table that we discussed in Product section.

## General Settings

You can change Site Title, Site Logo, Currency, Time Zone, Staff Access, Date Format and Theme Color from general settings

## User Profile

You can update user profile info from this module

## POS Settings

You can set your own POS settings from this module. You can set default customer, biller, warehouse and how many Featured products will be displayed in the POS module. You have to set your Stripe public and private key for Credit Card Payment. To implement payment with Paypal you have to buy live api from Paypal. You will also need to fillup the following information.

## HRM Setting

You can set default CheckIn and CheckOut time in HRM Setting.

## SMS Setting

You can use Bulk SMS service via Twilio and Clickatell. You just have to fill the information correctly to activate this service. Please provide country code to send sms.

### TRANSLATION

Right now this software is supported in 17 languages.

- English
- Spanish
- French
- Arabic
- Simplified Chinese
- Traditional Chinese
- Portugeese
- German
- Dutch
- Malay
- Hindi
- Vietnamese
- Italian
- Russian
- Bulgarian
- Turkish
- Lao

We hope that in future this software will be supported in more other languages. You can convert this software in your preferable language by simply changing the language option.

If you are not satisfied with our translation go to resources/lang and open your desired language folder and edit the file.php.

Special thanks to Dhiman Barua who made these translation files for our respected customers.

### VIDEO TUTORIAL

### SUPPORT

We are happy to provide support for any issues within our software. We also provide customization service for as little as $15/hour. So if you have any features in mind or suugestions, please feel free to contact us at Support. Please note that we don't provide support though any other means (example- whatsapp, comments etc.). So, please refrain from commenting your queries on codecanyon or kocking us elsewhere.

Also, in case of any errors/bugs/issues on your installation, please contact us with your hosting details (url, username, password), software admin access (url, username, password) and purchase code. If your support period has expired, please renew support on codecanyon before contacting us for support.

Thank you and best wishes from LionCoders