Navigation Overview

SmartBill POS is easier to use when you understand what each main area is for.

Common sections in the system

Most teams use these sections regularly:

• POS for creating sales
• Products for item setup and updates
• Purchases for supplier stock entry and returns
• Inventory for stock review and corrections
• Finance for accounts, deposits, transfers, and expenses
• Customers for customer records
• Manufacturing for raw materials, recipes, and production where enabled
• Assets for business-owned equipment tracking where enabled
• Reports for sales and business review
• Settings for account, receipt, and business details

Which area should you open first?

Use the section that matches your task:

• open POS when a customer is ready to pay
• open Products when a price or item needs updating
• open Purchases when stock is arriving from a supplier
• open Inventory when stock changes or needs correction
• open Finance when account balances or expense records need review
• open Reports when a manager wants to review performance

Access may vary by user role

Some menu items may be visible only to admins, owners, or managers.

If you cannot see a section you need, ask the account owner or admin to review your access.

Best habit

Avoid changing settings or product data during a busy billing period unless it is necessary. It is usually better to make non-urgent updates during a quieter time.