How to View Trial Balance Report in Vatrix POS & ERP
Generate the Trial Balance in Vatrix POS & ERP for any month and year, check that debits equal credits and export the figures to Excel for your accountant.
How to Prepare a Purchase Return without GRN in Vatrix POS
Return goods to a supplier in Vatrix POS & ERP when there is no GRN to link to. Enter the items manually, approve, and reduce stock and the supplier balance.
How to prepare a goods receipt note in Vatrix POS
Record incoming stock from a supplier with a Goods Receipt Note in Vatrix POS & ERP. Enter the supplier invoice, items and prices, then approve to update stock.
How to View Income Statement Report in Vatrix POS
Generate the Income Statement (profit and loss) report in Vatrix POS & ERP for any date range, filter by location and export to Excel. Steps and fixes.
How to enable serial number capture option in Vatrix POS
Turn on serial number capture in Vatrix POS so every phone, laptop or appliance is tracked by serial or IMEI from GRN to sale. Setup steps and fixes.
How to View Cash Ledger Report in Vatrix POS
Open the Cash Ledger Report in Vatrix POS to see the cash that came in and went out on a chosen date. Steps, setup options and common fixes.
How to View Supplier Ledger(Individual) Report in Vatrix POS & ERP
Open one supplier’s ledger in Vatrix POS & ERP to see every GRN, return and payment with opening and closing balance, and export it to Excel for reconciliation.
How to Change Password of User in Vatrix POS & ERP
Change your own login password in Vatrix POS & ERP, or reset another user’s password as admin, and replace the default admin/admin login.
How to remove stock using stock adjustment in vatrix POS & ERP
Write off damaged, expired or missing stock in Vatrix POS & ERP with a Stock Adjustment, so the Stock Report matches your shelf count.
How to Manage User Roles in Vatrix POS & ERP
Create cashier, storekeeper and accountant logins in Vatrix POS & ERP and control what each user can open, edit and see, including cost price and mobile access.