Everyday workflows for Chinese-owned businesses overseas

Start with three illustrated walkthroughs

Complete one small task, then continue into its manual. The sample transactions and stock results were captured in an isolated teaching environment.

1. Worked cash sale: total 7, cash 10, change 3
2. Create products: barcode, names, unit and prices
3. From purchase order to goods receipt

How to use this library

1. Choose your edition and role. Shared workflows link to the same task article across manuals.
2. Read the steps and compare the screenshots. Not every control is illustrated; the text follows the checked implementation.
3. Practise in a separate training company. Do not copy demonstration server details, item barcodes or document numbers into live operations.
4. Use each completion check to verify the result. If the outcome is uncertain, look up the existing record before submitting again.

Chinese–English glossary · Screenshots and verification scope

Find a task or answer

• Choose an edition and a learning pathDOC-001 · POS / Back Office / Enhanced Edition
• Install, launch and updateDOC-002 · POS / Back Office / Enhanced Edition
• Connect to the server and select a companyDOC-003 · POS / Back Office / Enhanced Edition
• Sign in and separate staff responsibilitiesDOC-004 · POS / Back Office / Enhanced Edition
• Switch languages and keep terminology consistentDOC-005 · POS / Back Office / Enhanced Edition
• Prepare a new store for launchDOC-006 · Back Office / Enhanced Edition
• Migrate data and verify an upgradeDOC-007 · Back Office / Enhanced Edition
• Work across computers, warehouses and storesDOC-008 · POS / Back Office / Enhanced Edition
• Back up, restore and protect business recordsDOC-009 · Back Office / Enhanced Edition
• Sign in, start a shift and enter the floatDOC-010 · POS
• Scan, search, change quantities and sell unbarcoded itemsDOC-011 · POS
• Worked cash sale: total 7, cash 10, change 3DOC-012 · POS
• Card, other methods and split paymentsDOC-013 · POS
• Hold, recall and cancel an unfinished saleDOC-014 · POS
• Identify members and verify prices and pointsDOC-015 · POS
• Pay with stored value and reconcile top-upsDOC-016 · POS
• Discounts, promotions, rounding and authorizationDOC-017 · POS
• Use vouchers and redeem loyalty pointsDOC-018 · POS
• Return goods against the original saleDOC-019 · POS
• Find a sale and reprint its receiptDOC-020 · POS
• Sell offline and verify synchronizationDOC-021 · POS
• Recover an uncertain checkout resultDOC-022 · POS
• Close a shift and reconcile X/Z reportsDOC-023 · POS
• Layby deposits, instalments and collectionDOC-024 · POS / Back Office
• Customer delivery, part payment and credit sales at POSDOC-025 · POS
• Keyboard shortcuts and touch checkoutDOC-026 · POS
• Configure receipt printing, drawer, display and scalesDOC-027 · POS
• Create products: barcode, names, unit and pricesDOC-028 · Back Office / Enhanced Edition
• Import products and master data from ExcelDOC-029 · Back Office / Enhanced Edition
• Categories, brands and colour/size variantsDOC-030 · Back Office / Enhanced Edition
• Multiple units, case conversions and tier pricesDOC-031 · Back Office / Enhanced Edition
• Create suppliers, customers and settlement accountsDOC-032 · Back Office / Enhanced Edition
• Warehouses, bins and opening stockDOC-033 · Back Office / Enhanced Edition
• Set up stores, tills and cashiersDOC-034 · Back Office
• Create and verify a promotionDOC-035 · Back Office
• Manage membership, stored value and points rulesDOC-036 · Back Office
• Review POS sales and shifts as a managerDOC-037 · Back Office
• From purchase order to goods receiptDOC-038 · Back Office / Enhanced Edition
• Return purchases and reconcile supplier creditsDOC-039 · Back Office / Enhanced Edition
• From sales order to customer deliveryDOC-040 · Back Office / Enhanced Edition
• Customer returns and receivable adjustmentsDOC-041 · Back Office / Enhanced Edition
• Order deposits and partial fulfilmentDOC-042 · Back Office / Enhanced Edition
• Save, approve, unapprove and correct documentsDOC-043 · Back Office / Enhanced Edition
• Import lines, copy documents and printDOC-044 · Back Office / Enhanced Edition
• Check stock and trace movementsDOC-045 · Back Office / Enhanced Edition
• Transfer stock between warehouses or storesDOC-046 · Back Office / Enhanced Edition
• Stocktake: partial, full and multi-person countsDOC-047 · Back Office / Enhanced Edition
• Record losses and other stock movementsDOC-048 · Back Office / Enhanced Edition
• Batches, expiry, traceability and binsDOC-049 · Back Office / Enhanced Edition
• Assembly, disassembly and internal material movementsDOC-050 · Back Office / Enhanced Edition
• Adjust or recalculate costsDOC-051 · Back Office / Enhanced Edition
• Pay suppliers and allocate payablesDOC-052 · Back Office / Enhanced Edition
• Receive customer payments and allocate receivablesDOC-053 · Back Office / Enhanced Edition
• Advances, offsets and direct paymentsDOC-054 · Back Office / Enhanced Edition
• Allocate rounding correctly: 99.50 plus 0.50 settles 100DOC-055 · Back Office / Enhanced Edition
• Expenses, other income and account transfersDOC-056 · Back Office / Enhanced Edition
• Query, filter, export and print reportsDOC-057 · Back Office / Enhanced Edition
• Distinguish sales, receipts, gross profit and cash flowDOC-058 · Back Office / Enhanced Edition
• Enhanced Edition start-up: products to sellable stockDOC-059 · Enhanced Edition
• Enhanced purchasing cycle: receive 20 and pay 20DOC-060 · Enhanced Edition
• Enhanced sales cycle: deliver 7, receive 5 then 2DOC-061 · Enhanced Edition
• Assign roles and warehouse data scopeDOC-062 · Back Office / Enhanced Edition
• Enhanced tax calculation, units and visible fieldsDOC-063 · Enhanced Edition
• Enhanced Edition scope and daily checklistDOC-064 · Enhanced Edition
• Distinguish receipts, barcode labels and fiscal documentsDOC-065 · POS / Back Office / Enhanced Edition
• Troubleshoot scanners, scales, drawers and displaysDOC-066 · POS / Back Office / Enhanced Edition
• Print layouts, paper, fonts and labelsDOC-067 · POS / Back Office / Enhanced Edition
• Payment succeeded but nothing printedDOC-068 · POS / Back Office / Enhanced Edition
• Find the cause of slow checkout confirmationDOC-069 · POS / Back Office
• Barcode not found or wrong selling priceDOC-070 · POS / Back Office / Enhanced Edition
• Investigate stock discrepanciesDOC-071 · Back Office / Enhanced Edition
• Troubleshoot server connection failuresDOC-072 · POS / Back Office / Enhanced Edition
• Why sales synchronization and tax issuance are separateDOC-073 · POS / Back Office
• Tax calculation, classifications and authority integrationDOC-074 · Back Office / Enhanced Edition
• Connect an Argentine Epson fiscal printer over EthernetDOC-075 · POS / Back Office
• Argentine fiscal success, failure and uncertain resultsDOC-076 · POS / Back Office
• Argentine fiscal closure, open-day queries and reportsDOC-077 · POS / Back Office
• What to verify before a country-specific rolloutDOC-078 · Back Office
• Missing menus, disabled buttons and hidden fieldsDOC-079 · POS / Back Office / Enhanced Edition
• Send a useful support reportDOC-080 · POS / Back Office / Enhanced Edition
• Smart replenishment: suggestions to purchase-order draftsDOC-081 · Back Office / Enhanced Edition
• Overview, daily activity, weekly reports and AI questionsDOC-082 · Back Office / Enhanced Edition
• Use audit review and member win-back responsiblyDOC-083 · Back Office
• Manage optional online-store products and ordersDOC-084 · Back Office / Enhanced Edition
• Notices, personal memos, logs and maintenanceDOC-085 · Back Office / Enhanced Edition
• Batch pricing, product images and barcode labelsDOC-086 · Back Office / Enhanced Edition