Click new product on bottom menu → fill in all fields → click create product

1. Navigate to manage → create audit.
            
2. Select a date from the drop down calendar menu. The date selected should be the last day of your audit period.
   
   For example, if you perform a stocktake on a Monday, on a weekly basis, your audit period would run from Tuesday to Monday and the date selected
   would correspond to that Monday.
   (Example: If you perform your stocktake on weekly basis, every Tuesday evening/Wednesday morning, your audit period will run from Wednesday start of business to the following week Tuesday close of business. The audit date selected will be the corresponding date for Tuesday (i.e. the last day of the audit period. So, if my audit date is the 25th of May, this will refer to an audit period starting on Wednesday, the 19th of May, adn ending on Tuesday, the 25th of May)
3. Click create audit
4. Repeat these steps for every audit period

• Navigate to manage → products → new product
         
• Type in product name, counting unit, select the department, add cost price
  
  (If you want to insert product straight into the location, click the tick box and select the location (optional step)
• Click save and new if creating multiple products or save and close once all new product(s) have been entered
• To edit a product (i.e. the name, counting unit or cost price), click the edit icon → make changes → click save
• To delete a product, click the bin icon → delete

Navigate to Settings → import products (csv) → choose file (file must be in .csv format)
 

• Choose file (file must be in .csv format)

• Click upload → click ok → ensure all column headings entered (i.e. product name, counting unit, department, cost price) → click import

• Ensure all column headings entered (i.e. product name, counting unit, department, cost price) → click import

• Click import

1. Simply log in to the DigiTally platform following this LINK
2. Type in your username and password (emailed to you by our customer success team).

1. Manage → products
2. To create a new product, add product → fill in all fields → click ‘save & new’ if adding multiple new products or ‘save & close’ once all new products entered
3. To delete a product, search for product → click bin icon → click delete
4. To edit a product, search for product → change product name, department or cost price → click save

Home page → previous audits

1. Navigate to manage → products → products in locations → show products with no department → edit icon → select department from drop down list → click save
2. Repeat until all products have departments

• Manage → site settings → targets

• Add or update target % → click save and close
  

1. To add standard user and user permissions, click on store name → navigate to DigiTally icon → users → click add user → fill in all fields → click add user → tick permission boxes (if applicable)
2. To delete user, click bin icon → delete
3. To deny permissions for users, tick applicable boxes

1. Navigate to “quick add” → add location (location is the area where the count is performed. E.g. fridge, freezer)
   
2. Type in location name → click save and close
   
3. To delete or edit a location, select manage → site settings → locations
   
4. To edit the location name, click edit → change the name → click save location
   
   
5. To delete the location, click the bin icon → delete
   
   

Navigate

• to quick add → add department (department is the category under which the product is classified)

• Type in department name → click save and close
  
• To delete or edit a department, manage → departments
• To edit the department name, click edit → change the name → click save department
• To delete the department, click the bin icon → delete

1. Manage → store departments → add department → type in department name → click add department
2. Option to exclude any departments from GP calculation
3. To edit department, click the edit icon → edit name → click save department
4. To delete department, click bin icon → delete

1. Go to main menu → click user → select user → enter password → click ok

Navigate

1. to DigiTally icon → change password → enter current and new password

1. Note: Password must have 9 characters, including at least one capital letter, small letter, number and special character
   

1. Login to master site → click store → manage → site settings → audit dates → edit → select new date → click save

• Quick add → data entry → select department (optional) → enter purchases, wastage, labour costs or salese
               
• If adding multiple figures per field (e.g. multiple sales amounts), click save and new. Once all figures added, click save and close.

1. Manage → data entry → purchases → add itemized purchase → fill in all fields → click save and new to add more itemised purchases or save and close once all purchases entered
2. To edit a purchase, click edit → edit the relevant field → click save
3. To delete a purchase, click the bin icon → delete

• Manage → data entry → sales → add sale
     
• Select department (optional) and net sale figure → Click “Add sale”
  
• To edit a sale, click edit → edit the value → click save
• To delete a sale, click the bin icon → delete

• Manage → data entry → labour costs
  
  • Add labour cost → fill in all fields → click add labour cost

  

  

  • To edit a labour cost, click edit → edit the relevant field → click save
  • To delete a labour cost, click the bin icon → delete