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The Cash Book
The Integrated Cash Book The integrated cash book of PrismaNote jewellery software provides a comprehensive and user-friendly solution for managing cash transactions that are not product sales. It allows you to record all cash transactions, such as ...
Fix Cash Difference in 4 Steps
A greenhouse difference often has several causes: 1. A transaction has not yet been attacked in the cash register. 2. A transaction has been doubled or a refund has not yet been processed. 3. A transaction has been terminated using a payment method ...
Revenue overview broken down by supplier
To view and export a sales overview per supplier, follow these steps: 1. In the menu, click Statistics. 2. Click the Normal subhead. 3. On the page under View, select Supplier statistics. 4. Select the desired period with 'Start Date' and 'End Date'. ...
Installing precise coupling
With the link between PrismaNote and Exact Online you forward transactions and payments to accounting. This saves time, prevents errors and keeps your administration up to date. Request the list of ledger numbers from your accountant, as this may ...
Create list of product returns
To see sales or sales, it is important to select the employee with the role of 'Owner' or 'Developer'. Would you like to know which products returned in a specific period? 1. Click on 'Assortiment' in the menu. 2. Click the button with the 3 dots at ...
Export sales list by supplier
To see sales or sales, it is important to select the employee with the role of 'Owner' or 'Developer'. Do you want to make an export of what has been sold from a supplier? Take the following steps: 1. Click on 'Suppliers' in the menu 2. Click on the ...
Download and print daily closure
Do you want to download or print a day closure / daystate? This works the same thing with a week closure, if you close the cash register once a week. 1. Click on 'Day Closure overview' in the menu 2. Click on the 'View' button behind the relevant ...
Manage money flow between cash register, safe and bank
You can manage the money flow between the cash register, safe and bank via the 'Cost' button in the checkout. Read the steps in details below. Setting up a safe In our manual making safe Find out how to create a safe. Here you can also check if you ...
Comparing statistics
1. Click on 'Statistics' in the menu 2. Click on the 'Comparation' option 3. Under View, select how you want to compare the statistics. Have you made transactions in PrismaNote 1? These can only be compared to 'Article Group View'. 4. Under Period, ...
Export vouchers
1. Click on 'Services' in the menu 2. Click on the 'Company' tab 3. Click the blue filter button to make a selection. Then click the 'Search' button to use the selection. 4. Click the 'Download' button on the right 5. Deactivate Number Pouch, ...
Export transactions
1. Click on 'Transactions' in the menu 2. Is it part of all transactions? Click the filter button behind the search bar. 3. Select the period with the "From Date" and "To Date" fields or select another filter if desired. 4. Click the 'Search' button ...
Book fees or add money to cash
Do you buy something with cash or do you want to add money to the cash register? These are the steps to book this for the administration. 1, Click on 'Cashout' in the menu 2. Click on the 'Cost' button 3. A new screen appears. Select the option for ...
Mutation list / Export stock changes
Do you want an overview of the stock changes that have been in a specific period? For example, with the inventory, purchase, sale or manual adjustments. 1. Click on 'Assortment' in the menu 2. At the top right, click on the 3-dot button. 3. Choose ...
Overview best-sold by brand
Do you want to make an export of your top selling of a specific brand? Take the next steps. 1. Click on 'Suppliers' in the menu 2. Click on the 'View' button behind the relevant supplier of the brand. 3. Click on the 'Purchase List' button 4. Click ...
Purchase value and sales value per article group
1. Click on 'Assortment' in the menu 2. At the top right, click on the 3-dot button. 3. Choose the option 'Export by article group' An overview is now downloaded in Excel with the number of pieces, purchase value and sales value per article group. In ...
View turnover and export overview
View and export turnover 1. Click on 'Statistics' in the menu 2. Select the period with 'Start Date' and 'End Date'. 3. Click on the 'Apply filters' button 4. Click the green 'Download compact' button to download the overview so you can print it. You ...
Giving the supplier access to the figures
Give the supplier access to the stock value and sales figures of its brands. This way, the representative can think along better with the sale and make good recommendations remotely. Please note that the company is linked to the official supplier, ...
Download sales list - overview of sales
To see sales or sales, it is important to select the employee with the role of 'Owner' or 'Developer'. Overview of sales view and download 1. In the menu, click on 'Sales list' (at the bottom) 2. Click the blue button with the filter icon and select ...
Create and use revenue groups
What are turnover groups? With turnover groups you can easily summarize and export the turnover of different article groups. This is useful for, for example, the accountant. Create or change revenue groups 1. Click on 'Article groups' in the menu 2. ...