Index of Contents
Welcome to Qinventory CRM. Bellow In the documentation you will be guided on how to upload the script on your hosting server and configure.
Installation Guide:
Upload the downloaded zip file to your server in the public_html directory.
- Extract the zip file
- Create a new database from your server mysql.
- Create user to the database and link the database to the user.
- Open the file database.php from the directory /application/config/ database.php
- Fill up these informations with your database hostname, database username, database password, database name respectively which you have created in the previous step.
'hostname' => '',
'username' => '',
'password' => '',
'database' => '',
- Now from server phpmyadmin go to your database. Select import and choose the file install.sql located in uploads/install.sql
- And you are ready to go now to browse the application.
N.B: Please note that the upload folder must be writable and change the folder permission to 775 recursively. This folder houses all the necessary images for products, category , user and admin user.
Feature Overview:
Main application has three sections.
- System Admin Panel
- Stuff Admin Panel
- Customer Admin Panel
System Admin Panel:
Login details: email/password: admin@example.com/123456
System Admin is the application owner who has all the privileges. Following options are available for System Admin:
Search Anything: This feature is available in admin dashboard only and can be found on the top left side of the dashboard. This is a unique feature and it works globally in the whole application. You can search what ever you want. Like a product sell price, product name, product purchase price, customer name. customer sell phone, customer address, supplier name, supplier address, product category name, in short what ever you wish to search. The global search feature saves your valuable time when you have a large number of customers, products, suppliers and orders.
Main navigation Menu: Here you can see all available features at A glance. Number besides each menu item indicates number of records Available in the database. Such as Customer [2] indicates you have two Customers in your record. Similarly each of the number beside each Menu item defines number of records in your inventory. It allows you to have a quick over view on your records.
Dashboard Widgets:
Dashboard widgets allows to have you a bird eyes view on your inventory’s current position.
Like, Total Customers, Total Sales+ Order due payment amounts, current month’s income amount current months total purchase amount, which is your highest stored product, how much due purchase in current month, latest orders, latest products, recent customer’s payment history and many more. In short, when you logged in as system admin, you can get the whole picture of your inventory in just few seconds! However there are more jems are available to explore. All the options are very much self-explanatory.
Navigation Menu Functionalities:
Main Navigation menu hosts the following functionalities:
- Customers
- Customers List
- Deleted Customers
How to add a customer?
At first, click “Customers” menu then a drop down menu will appear on your screen.
There you will found a “Customer List” sub menu. Click on “Customer List” sub menu.
Click on “Add New Customer Button”. A popup will appear on your screen.
In the popup window you will see Customer Code, Customer Name, Email, Password, Gender, Address, Phone, Discount, Image field. Now fill up all the fields with your necessary data.
Now click save button. Hurrah you have done your first job successfully. Your customer data saved properly.
After adding a customer data you can view all your customer list.
You can download csv or pdf file or you can copy of your customer’s data from here. (Red marked shown on the above image)
You can checkout you customer basic information’s by clicking this red marked icon. (Red marked shown on the above image)
You can edit your customer information’s by clicking this red marked icon. (Red marked shown on the above image)
You can delete your customer information’s by clicking this red marked icon. (Red marked shown on the above image)
How to restore deleted customer list?
Click “Deleted Customers” submenu to check out your deleted customer list.
Now you can restore your customer list by clicking the restore button. (Red marked shown on the above image). Also if you want to delete your customer list permanently then press delete permanently button.
- Suppliers
- Suppliers List
- Deleted Suppliers
How to create a supplier list?
Click on the “Suppliers” menu
Click on the “Suppliers List” sub menu
Click on the “Add Supplier Button”. After clicking the button a popup window will appear on your screen.
In the popup window you will see Company Name, Supplier Name, Email, Phone, Image field. Now fill up all the fields with the necessary data.
Now click save button. Hurrah you have done your Second job successfully. Your supplier data saved properly.
After adding supplier information you can view all your supplier list.
You can download csv or pdf file or you can copy of your customer’s data from here. (Red marked shown on the above image – left side)
- You can checkout you supplier basic information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- You can edit your supplier information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
- You can delete your supplier information’s by clicking this red marked icon. (Red marked shown on the above image – 03)
How to restore deleted supplier list?
Click “Deleted Suppliers” submenu to check out your deleted supplier list.
Now you can restore your supplier list by clicking the restore button. (Red marked shown on the above image). Also if you want to delete your supplier list permanently then press delete permanently button.
- Product
- Product List
- Make A categor
- Make A Sub Categor
- Deleted Product
- Damaged Product
- Our Of Stoc
- Low In Stock
How to add Products?
Click “Products” menu, then a drop down menu will appear on your screen.
There you will found a “Product List” sub menu. Click on “Product List” sub menu
Click on “Add New Product Button”. A popup will appear on your screen.
In the popup window you will see Product Code, Product Name, Category, Sub Category, Purchase Price, Selling Price, Note & Image field. Now fill up all the fields with the necessary data
Now click save button. Hurray you have done your job successfully. Your product saved properly.
After adding product information you can view all your product list.
You can download csv or pdf file or you can copy of your customer’s data from here. (Red marked shown on the above image – left side)
- Checkout you product basic information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- Edit your product information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
- Delete your product information’s by clicking this red marked icon. (Red marked shown on the above image – 03)
How to make a product category list?
Click “Makes a Category” sub menu.
Click “Add New Category Button”. A popup window will be open.
Write your category name and category description. Save Category. Your product category has been created.
After creating a product category you can view all your category list.
You can download csv or pdf file or you can copy of your all product categories from here. (Red marked shown on the above image – left side)
- Edit your category information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- Delete your category information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
How to make a product sub category list?
Click “Makes a Sub Category” sub menu.
Click “Add New Sub Category Button”. A popup window will be open.
Write your sub category name on the name field, select your main category under drop down options and write sub category description. Save Sub Category. Your product sub category has been created.
After creating a product sub category you can view all your sub category list.
You can download csv or pdf file or you can copy of your all product sub categories from here. (Red marked shown on the above image – left side)
- Edit your sub category information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- Delete your sub category information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
How to restore deleted product list?
Click “Deleted Products” submenu to check out your deleted product list.
Restore your product list by clicking the restore button. (Red marked shown on the above image – 02).
Delete your product list permanently then press delete permanently button. (Red marked shown on the above image – 03).
How to add a damaged product?
Click “Damaged Products” sub menu.
Click “Add a Damaged Product Button”. A popup window will be open.
Select Product under drop down options. Select quantity under drop down options and write notes. If you want to decrease your stock then select yes either select no. Save Damaged Product. Your Damaged Product has been created.
After creating a Damaged Product you can view all your Damaged Products.
You can download csv or pdf file or you can copy of your all damaged products from here. (Red marked shown on the above image – left side)
- Edit your Damaged Product information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- Delete your Damaged Product information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
Out of stock product?
In this panel you will find on your available products which are zero in stock. It is basically a reminder to your inventory, so you could quickly sort out which products you need to buy immediately.
Low in stock product?
In this panel you will find on your low stock products which are three or lee than three in stock. It is basically a reminder to your inventory, so you could quickly sort out which products you need to buy immediately.
- Stuff Management
- Add Stuff
Stuff management allows you to create a store manager for your inventory who can purchase and sell products. Most of the main features are disabled for stuff manager except the relevant ones.
How to create a stuff management list?
Click “Stuff Management” menu.
Click “Add Stuff” sub menu.
Click “Create A New Stuff Button”. A popup window will be open.
In the popup window you will see Stuff Name, Email, Password, Type, Phone, Address & Image field. Now fill up all the fields with the necessary data.Now click Create Stuff button. Your Stuff Data saved properly. After creating a Stuff list you can view all your employees.
You can download csv or pdf file or you can copy of your all employee’s data from here. (Red marked shown on the above image – left side)
- Edit your stuff information’s by clicking this red marked icon. (Red marked shown on the above image – 01)
- Delete your stuff information’s by clicking this red marked icon. (Red marked shown on the above image – 02)
- Orders
- Place New Order
- List All Orders
In Place new order you can make a new order for your customers. You can place multiple product for a single order and can remove any one. Before placing any order you must need to select a customer first cause customer wise discount can be different which later will be used for gross total calculation. Also you need to select order date and appropriate products. You can make the payment amount from complete due to fully payment. You can also make partially payment. Later you can receive payments and change the order status from Order Lists menu item.
In Order lists menu item you can view list of orders based on their status. You can change status anytime upon client’s payment and receive money for due or partially paid orders.
Order lists, allows you to edit submitted orders and change status. In here also you can check order invoice and print it.
Order invoice view. You can print your order invoice from here.
- Purchase
- Make New Purchase
- Purchase History
How to make a new purchase?
Click “Purchases” menu.
Click “Make New Purchase” sub menu.
Here you will see Supplier, Date, Add a Product, Payment, Due & Method field. Now fill up all the fields with the necessary data.
Click “Purchase Product button”. So, you successfully make your purchase.
After making a Purchase list you can view all your purchase history.
You can download csv or pdf file or you can copy of your all purchase history data from here. (Red marked shown on the above image – left side)
- View your purchase history invoice by clicking this red marked icon. (Red marked shown on the above image – 01)
- After clicking make payment options a new popup will appear on your screen. If you purchase a product in a due method then later you can make your payment from here.
- Sales
- Make A sale
- Sales Invoice History
Sales are identical to orders. Excepts there is no sales status here. You can either make the entire sale as due payment or fully payment. However you can pay partially.
Sales invoice history also identical to order invoice history. You can view sale invoices or can receive due payments.
How to make a sales?
Click “Sales” menu.
Click “Make a Sale” sub menu.
Here you will see Customer, Date, Select a category, Add product, Subtotal, Discount, Vat, Grand total, Payment, New Payment, Due & Method field. Now fill up all the fields with the necessary data.
Click “Make a Sale button”. So, you successfully make your sale.
After making a Sale list you can view all your Sale history.
View your sales history invoice by clicking this red marked icon. (Red marked shown on the above image – 01)
After clicking take payment options a new popup will appear on your screen. If you sale a product in a due method then later you can take your payment from here.
- Reports
- Stock Report
- Supplier Purchase Report
- Customer Payment Report
- Profit report Order
- Profit Report Sales
Reporting are the most vital part for any management system and we took it very seriously. There are 5 different reports you can generate in your inventory to analysis your data and your shops growth.
Stock report allows to view your current stock amount.
Supplier purchase report allows you to view your overall purchase history from different suppliers.
Customer payment report allows you to make you date wise filter on your customer payment and report it.
Profit report Order allows you to get the gross profit amount for your order.
Profit report sales allows you to get the gross profit report from your sale. However you can allow date wise filtering.
Messaging
Messaging is a feature that can allow you to internally communicate to your customers and stuff managers.
How to send message from admin to your customers or stuff?
Click “Message Menu”
Click “Compose button” and then select your customer name or stuff name for sending a message from the admin panel.
Application Settings
In application settings, you can set your company name and mail address, contact number and vat percentage. Qinventory comes with mind blowing 12 themes. In settings you can choose any one and apply to your overall look.
Besides in the top right section in dashboard, there is a drop down menu like bellow,
From there you can get a list of shortcuts and change admin profile details and password.
Customer panel:
Customer can get basic page links in their dashboard. They can place order and admin need to confirm that. They can send message to admin and view their purchase history.
They can also change their basic information and password.
Store manager:
Store manager can purchase and sale products. They can create customers and suppliers as well. They can view current product lists in the inventory. They also can communicate inventory admin through personal messaging. However, they can change their login details and password from their profile panel.
