Help centre · Step-by-step manual
Suppliers
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
Customers, credit and suppliers need the Silver package of the program, or any CreekPOS Online plan.
On the program, switch on Settings → General → Enable suppliers & clients lists (pick the client on a sale, the supplier when receiving stock). The top bar then shows Suppliers & clients. The Credit button and selling On credit work even without the lists. On CreekPOS Online the lists are on from the start: Customers & credit and Suppliers & money out in the menu.
The clients list
Suppliers & clients → Clients shows each client's phone, notes, This month's purchases, what they owe (in red) and their last visit (and points, with loyalty on). Buttons: Add (Ctrl+N), Edit, Statement and Delete.
A client has a name, an optional phone, notes, a Client tax registration number (companies only — printed on invoices) and, with price levels on, Wholesale client. A client who owes money cannot be deleted until the balance is settled.
You can also add a client from the sales screen: press the client button above the receipt and type a new name and phone. If a client with that name but another phone exists, CreekPOS asks whether it is the same person.
On CreekPOS Online: Customers & credit → Customers lists the customers with their balance and points and has a New customer form.
CreekPOS Online → Customers: each customer's phone, balance and points.Selling on credit
At the till, On credit (F5) puts the sale on the client's account. If no client is on the sale yet, Charge to whom? asks. See Customers and credit at the till.
CreekPOS does not set a credit limit. Keep an eye on the balances in Credit and in the daily summary.
Who owes what
The Credit button on the top bar opens Credit accounts: every client with a balance and the Total owed.
- Record payment (Ctrl+M): the client pays all or part of the balance. The amount starts at the whole balance; quick buttons add 10, 20, 50, 100 or 200. The drawer opens for cash.
- Statement (Enter): every sale on credit, payment, void and return with the running balance, shown at real size, then Print customer statement.
- Print everyone's balances (Ctrl+P): the list on the receipt printer.
- New customer.
A void or a return of a credit sale lowers the balance by itself.
On CreekPOS Online: Customers & credit → Who owes and Record a payment. A customer's statement can be printed or sent on WhatsApp, and Reports → Credit report lists all balances.
Suppliers
Suppliers & clients → Suppliers lists each supplier with the number and total of deliveries and the last one. Deliveries shows what came: date, product, quantity, cost, expiry and who received it. The supplier is chosen when stock is received (see Receiving a delivery).
Supplier invoices and payments
With Suppliers: invoices & payments, plus expenses (rent, salaries…) for net profit on (Settings → Features), each supplier has a Supplier account and the list shows what you owe them:
- Supplier invoice: the amount of an invoice and its number;
- Pay supplier: a payment. If a shift is open you are asked Paid in cash from the drawer?; the answer records a cash-out of the shift;
- the print button prints the supplier's statement.
A purchase-order delivery books its supplier invoice by itself. A plain receiving does not: type the invoice in the supplier account. A supplier you still owe cannot be deleted.
On CreekPOS Online: Suppliers & money out → Suppliers (Invoices & payments for each).
Expenses
With supplier invoices on, Expenses on the top bar records money spent that is not stock: rent, salaries, electricity. Add expense: the category, amount and a note; when paid from the drawer it is recorded on the shift. The Profit report then shows the expenses and the net profit. On CreekPOS Online: Suppliers & money out → Expenses and Net profit.
On this screen
Online · Net profit
The range's profit (sales excluding VAT − cost) minus the expenses = net. Plus the supplier invoices and what is owed.
Show · Sales · Receipts · Gross profit · Goods profit · Expenses · Net % · By category · No data for this period · Suppliers · Supplier invoices · Payment · Owed to suppliers · Expenses and supplier invoices
Online · Review the price list
Writes the new costs to the ticked products, and the suggested price where you ticked it. Stock is not changed. The list is recorded as this supplier's latest.
Price list by photo · Suppliers · The price list was set aside. · This photo of the price list was read and applied before. · Open it · The invoice photo · Add the next page · Read this page · As printed · Product · List price · Piece cost · Supplier · No supplier
Online · Suppliers
Online · Purchase order
The order takes the supplier's quantities, prices and date; the prices become the supplier's newest price list, so receiving at them raises no price warning.
The supplier gets a link to this order and answers from the phone: confirm it, change quantities, prices or the date, or decline it — no sign-in. The answer comes back here.
What came now, per line: the pieces, the delivery's cost (empty = the order's), the expiry and the batch reference of the lot. The rest stays outstanding.
Back · Price list by photo · Expected · Name · Ordered · Unit cost · Total · Received · Outstanding · Print · Send to supplier · The supplier's answer · The supplier's photo · You ordered
Online · Purchase orders
An order to a supplier is received in one or more deliveries; what is still to come stays outstanding until it arrives or the order is closed.
Paste the supplier's list: one line per product — barcode, id or exact name; quantity (3p = 3 packs); cost. The lines fill the order form to the left.
Back · Purchasing is off for this shop: turn it on in · Features · Open orders · Outstanding · Print outstanding · Order · Date · Supplier · Status · Lines · Total · Received · No purchase orders yet
Online · Invoices & payments
Back · Owed · Supplier invoices · Payment · On time · Fill rate · Price vs orders · Damaged · Date · Kind · Note · Amount · Running · No data for this period
Online · Price list by photo
Photograph the supplier's price list or pick a PDF. The reader lists every row with its price; you match the rows to your products, see the new cost, the change and the margin, tick what to apply, and the new costs are written. Stock is not touched. Purchase orders to this supplier then start from the list's prices.
Opens the camera on a phone. Flat, bright, the whole page.
Demo reading: photos stay on our server and nothing is sent to any other company.
Suppliers · Not enabled for your shop yet · This photo of the price list was read and applied before. · Open it · Before the first photo · Invoice from a photo · This month's pages are used up. · Take a photo · Opens the camera on a phone. Flat, bright, the whole page. · Choose a file · Read the price list · What is sent and kept · Latest price list · No price list recorded for this supplier yet.
Online · Suppliers · 2
Suppliers: name, phone, deliveries, the last one, what they are owed.
Owed to suppliers · Name · Deliveries · Last delivery · Owed · No data for this period · Account · Price list by photo · may be stale · Delete this supplier? · Delete · Add a supplier · Phone · Note
Desktop · Suppliers
Receiving from which supplier? · New supplier · Or pick from the list · Phone (optional) · OK · No supplier · Cancel · Name is required
Desktop · Supplier account
Date · Details · Invoice · Payment · Balance owed · Supplier invoice · Pay supplier · Print customer statement · Close · Credit note · Owed to supplier · Invoice no. / note · Notes
Desktop · Purchase orders
Order · Date · Supplier · Status · Lines · Total · Received · Outstanding · Expected · Notes · Request · New order · Import a supplier's CSV · Receive delivery
Desktop · New order
Scan or search a product to add… · Name · Stock · Cost · Pack · Packs · Pieces · Total · Notes · Expected · Save order · Remove · Cancel · Supplier
Desktop · Receive delivery
Name · Ordered · Received · Outstanding · Now · Cost · Expiry · Batch / invoice ref. · Type this line · Everything outstanding came · Clear this line · Receive what is listed · Cancel · A supplier invoice for it was booked on the supplier's account.