Contents

Help centre

The user manual for Sevo Biz App: every part of the product, step by step. Search by word or browse by area.

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Install it like an appInstall Sevo on your tablet, phone or computerOpen the till, tap ☰ then Install app. That's it. Sevo then opens from its own icon, full screen, and keeps working offline. Installing takes one tap. Steps for iPad, iPhone, Android, Windows and Mac.

Getting started

Your first day with Sevo

Start the free trial, sign in for the first time, add sample data if you want to try things out, and work through the setup guide on the dashboard.

Remove the sample data

Delete all the sample products, stock, sales history, supplier and staff in one go, with everything you made with them while practising, when you are ready to work for real.

Signing in, passwords and signing out

How staff sign in, what to do with an invitation e-mail, how to reset a forgotten password and how to sign out.

The back office and the till

Sevo has two parts: the back office for managing the business and the till (POS) for selling at the counter. How to open each, and how to install the till on a tablet.

A tour of the menu

What each group in the back-office menu is for, and why some people see fewer items than others.

Language, dark and light theme

Use Sevo in English, Sinhala or Tamil, and switch between the dark and light theme.

Getting help

Where to find the help centre, how to search it, and how to contact the Sevo support team.

Ask Sevo: the help assistant

Ask how to do something in your own words, in English, Sinhala or Tamil, and get a short answer with a link to the guide. A person is always one tap away.

Install Sevo on your tablet, phone or computer

Open the till, tap ☰ then Install app. That's it. Sevo then opens from its own icon, full screen, and keeps working offline. Installing takes one tap. Steps for iPad, iPhone, Android, Windows and Mac.

Point of sale

Set up a till and open a shift

Add a till in the back office and open a shift with the cash in the drawer. A company with one till opens it straight away; the cash starts from the last count.

Ringing up a sale

Find products by barcode, name or item code, change quantities, add notes, and use the keyboard shortcuts on the till.

Discounts and price changes

Give a discount on a line or on the whole order, change a unit price, and how the discount limit per role works.

Repairs and warranty claims

Take in a device a customer brings back, check its warranty from its IMEI, print a job card, send it to the service centre and hand it back.

Layaway: put goods aside for a customer

The customer pays part now and the rest over time. The goods are kept for them, and handed over at the till once the rest is paid.

Gift cards

Sell gift cards at the till, let customers pay with them like money, check what a card holds, add money to it, refund onto a card and cancel a lost one.

Loyalty points

Customers earn points on what they pay and spend them at the till like money. Turn points on, choose how many a customer earns and what a point is worth, and see each customer's points.

Offers the till gives by itself

Set up % off, money off, any few for a price, buy some get some free, and spend-and-save offers with dates, days and happy hours. The till applies them without the cashier doing anything.

Customers on a sale

Attach a customer to a sale at the till, add a new customer in two fields, and look after the customer list in the back office.

Taking payment: cash, card, wallet, voucher and split

Use the payment screen to take cash with change, card, wallet or QR payments and vouchers, or split one bill between several methods.

Selling on account and store credit

Put a sale on a customer's account within their credit limit, get a manager's PIN when it goes over, let customers spend their store credit, and take a payment towards an account at the till.

Customer accounts, payments and statements

See what a customer owes and how late it is, give them credit, take a payment in the back office, send a monthly statement, and review sales flagged over a limit.

Receipts: print, PDF and e-receipt

Print the receipt, open it as a PDF, send it to the customer on WhatsApp or by e-mail, and reprint an earlier receipt.

Several orders at once and the Orders view

Keep more than one order open on a till, name and switch between them, discard an order, and find today's receipts.

Returns and refunds

Take goods back against the original receipt, choose what goes back on the shelf, and refund by cash, card, wallet, voucher or store credit.

Switching cashier with a PIN

Let several people share one till, each selling under their own name, by switching with a short PIN.

Clocking in and out at the till

Staff clock in and out on the till with their own clock-in PIN, even when the internet is down.

Closing the shift and the Z report

Count the cash drawer at the end of the shift, see the expected cash and the variance, and close the shift.

Working offline and the sync status

How the till keeps selling without internet, what the sync chip in the top bar means, and what to do when the server refuses a sale.

Sales history, voids, shifts and Z reports

See every completed sale in the back office, open its lines and payments, void a sale that should not have happened, and look up every shift's cash-up and Z report.

Products & prices

Products and variants

Add the things you sell with a name and a price; the item code is made for you. Products that come in sizes, colours or packs get a variant for each.

Import products from a CSV file

Load your whole product list from a spreadsheet in one go, using the downloadable template with the exact headers.

Prices and price lists

Set your selling prices in a price list, keep more than one list if you need to, and choose which list the tills use.

Tax rules (VAT)

Set up VAT and other tax rates once, choose whether your prices include the tax, and link each product to its rule.

Packs and gift sets

Sell a 6-pack, a dozen or a gift hamper as one item with its own price and barcode, while stock stays counted in pieces.

Print barcode and price labels

Print shelf and product labels on a thermal roll or A4 sheet, and give items without a barcode an in-store one.

Archive products, variants and other catalogue items

Stop selling an item without losing its history: archive it instead of deleting it.

Inventory

How stock works: stock on hand and movements

Every change to stock is recorded as a movement. See what you have in each store and where every number came from.

Stores and warehouses (locations)

Create a location for every place that holds stock, so each store has its own stock, counts and transfers.

Opening stock

Enter the stock you already have when you start with Sevo, with a unit cost, so stock levels and stock value are right from day one.

Stock adjustments and approval

Correct stock outside a count, write off damaged or stolen goods, and see how large adjustments go for approval.

Transfers between stores

Move stock from one location to another. It leaves the sending store when sent and arrives as the receiving store records what came, all at once or in parts.

Stock counts (stocktaking)

Count what is really on the shelves, compare it with what Sevo expects, and post the differences in one step.

Expiry dates

Keep the expiry date of milk, medicine or biscuits: type it when goods arrive, sell the earliest date first, and see what is about to expire.

Serial numbers and IMEI

Sell phones and electronics by their serial number or IMEI: record each unit when it arrives, scan it at the till, print it with the warranty on the bill, and look any number up.

Stock valuation and average cost

See what the stock on your shelves is worth, how the average cost is worked out, and export the figures for your accountant.

Making your own products: recipes and batches

Write what goes into each product you make, see what one costs and what you earn on it, and record each batch: the ingredients come off stock and what you made goes on at what it really cost.

Purchasing

Buying from suppliers: the whole flow

How an order becomes stock and then a paid bill: suppliers, purchase orders, goods receipts, supplier invoices and payments.

Suppliers: add, edit, archive and import

Keep a clean list of who you buy from. Payment terms and currency set on the supplier flow into orders and bills.

Purchase orders: create, send and follow up

Create an order, add lines, send it (with approval if it is above your limit), download the PDF and follow it until it is received or closed.

Receiving goods and the goods receipts book

Post a goods receipt when a delivery arrives: full or partial, with the real cost and, for foreign suppliers, the exchange rate.

Correcting a goods receipt

Fix a receipt that was posted with the wrong quantity or cost, or take a whole receipt back, without editing it: the correction is a new document and the history stays.

Supplier returns and credit notes

Send damaged, wrong, expired or surplus goods back to the supplier: stock goes down, the supplier bills less or sends a credit note, and the return is printed or e-mailed.

Supplier invoices: matching bills to deliveries

Enter the supplier's bill against the goods you received, so you pay for what actually arrived and price differences are visible.

Paying suppliers

Record money paid to a supplier and decide which invoices it settles. Void a payment that bounced.

Reorder suggestions: let the system fill the order

Two ways to start an order from what is running low: reorder levels inside a purchase order, and forecast-based suggestions in Insights → Replenish.

Online shop

Set up your online shop

Give your shop a name and a web address, add your contact details and policies, and follow the "Ready to sell?" checklist.

Delivery and payment options

Choose where online orders are sent from, set delivery charges or collection from the shop, and switch on cash on delivery, bank transfer or PayPal.

Take PayPal payments in your shop

Let customers pay online with PayPal or a card: get your keys from PayPal, connect them in Sevo, and see what happens to the order and in your accounts.

Choose what to sell online

Pick which products appear in your online shop, take them off again, and add the photos customers see.

Open your shop and what customers see

Mark the shop ready to sell or closed, and learn what customers see when they browse, order and follow their order.

Handle online orders

Confirm, pack, send and deliver online orders, record bank transfers, print picking slips and invoices, and cancel orders.

Refunds and returns on online orders

Give money back for some or all of an order after it has been sent, and put returned goods back into stock.

Online stock and how online sales reach Finance

How the shop and the till share one stock, when stock is held and when it leaves, and where online sales show in your accounts.

Quotations

Quotations: make, sign and send

Give a customer a price on your letterhead, sign it with your own signature, and send it by e-mail with a cover letter or on WhatsApp. Customers can accept and sign on their phone.

Quotation settings: numbering and wording

Choose how quotations are numbered and how long they are valid, and set the wording every quotation and cover letter starts from.

Take the advance and bill a quotation

When a customer accepts, take the advance, bill each step of the payment schedule as an invoice when it is done, and take the payments. Everything goes into your accounts and the customer's account by itself.

Orders from shops that buy from you

Take a customer's order at their prices, keep the goods for them, and deliver it in one trip or several: each trip makes the delivery note for the driver and the invoice on the customer's account.

Finance

Finance: how your books fill themselves

What the Finance menu does, where each screen is, and how sales, purchases, online orders and payroll reach the books without anyone typing them in.

What posts to the books, and when

The accounting entry each sale, return, goods receipt, supplier bill, online order and payroll month creates, and how to change the accounts it uses.

Unposted events: fix, retry or backfill

Why a sale or receipt can be recorded without its accounting entry, and how to clear the Postings list.

Chart of accounts and opening balances

The standard account list, how to add, change or deactivate accounts, which accounts take payments, and how to bring in balances from your old system.

The journal: manual entries and reversals

Find any entry, post an entry by hand for things the system does not know about, and correct mistakes with a reversal.

Periods and month-end close

How monthly periods work, what the close checklist checks, and how to close or reopen a month.

Financial reports: P&L, balance sheet, cash flow, trial balance, ledger and VAT

What each report under Finance → Reports shows, how to filter and export it, and how to trace a figure back to the entries behind it.

Export for your accountant

Give your accountant the month's books as one file for Tally, QuickBooks or Xero, so nothing is typed twice.

Supplier invoices and payments

Enter a supplier's bill against the goods you received, post it, pay it in full or in part, and void a payment that bounced.

Expenses paid from cash or the bank

Record money you pay out for the shop, such as transport, labour, repairs or a bill, as you pay it. It goes into your accounts at once.

Customer balances and receipts

See who owes you for on-account sales, record money they pay, print a statement, and void a receipt.

Bank reconciliation

Import your bank's statement, match its lines to the books, book bank charges and interest, and see when the ledger and the bank agree.

Insights

Insights: how suggestions work and the Overview

Where the figures come from, when they refresh, what the Overview and the dashboard's Insights tiles mean, and how Accept and Dismiss work.

Reading the demand forecast

What the forecast chart and table show, what the likely range and the error mean, why new items need history, and how Poya days and holidays are handled.

What to reorder: Replenish and draft purchase orders

How Insights decides what to order and how much, what "sales at risk" means, and how to turn suggestions into a draft purchase order.

Stock health: dead stock, slow movers and markdowns

Find stock that is not selling, see the money tied up in it, and use the suggested markdown to clear it without selling below cost.

Loss prevention: unusual voids, refunds, discounts and cash shortages

How the nightly check compares each cashier with their own normal day, how to read an alert, and how to mark it reviewed or dismiss it with a note.

Baskets: items bought together and "Also bought" on the till

Which items customers buy together, what Lift means, and how the till uses it to suggest extra items.

The daily digest

Yesterday on one page: sales against a normal day, cash and payables, what to reorder, slow stock and alerts.

People

People: employees, leave and rosters

What the People menu does, where each job lives, and who can do what. Start here, then open the article for the task you need.

Adding and keeping employee records

Add a person, import many at once, keep their documents, end their employment when they leave, and look after former employees' personal data.

Inviting an employee to sign in

Give a member of staff their own login so they can clock in from their phone, ask for leave and see their payslips.

Leave: types, requests, approvals and balances

Set the kinds of leave you give, ask for leave, approve or refuse requests, and see what each person has left.

Public holidays, Poya days and working days

Enter the year's public holidays in one tap, add the movable ones, set your working week and normal hours, and switch the time clock on or off.

Rosters and shifts

Plan each store's week, publish it to staff, compare the plan with what the till recorded, and download the hours.

The time clock, timesheets and corrections

Clock in and out with a PIN on the till or from a phone, read a person's timesheet, and add what the till missed.

My space: for staff

Your own page: clock in and out, your shifts and hours, your leave, your payslips and your contact details.

Payroll

Payroll: how it works

What payroll does each month, EPF, ETF and APIT in plain words, the tabs on the Payroll screen, and who can do what.

Setting up payroll for the first time

Confirm the statutory rules, check the pay items, and enter your employer EPF, ETF and TIN numbers before the first run.

Setting up each person's pay and bank details

Enter each person's basic pay, recurring allowances, how they are paid and their EPF member number, and keep a history of raises.

Running payroll for a month

Start the month's run, check the figures from the time clock and leave, adjust anything that is wrong, and submit it for approval.

Approving a payroll run

How a second person checks and approves the month, what happens when there is only one person doing payroll, and how to send a run back.

Payslips: view, print and download

Print the month's payslips, download them as a PDF in Sinhala, Tamil or English, e-mail each person their own, and how staff see their own.

Paying staff and what Finance records

Download the bank transfer file, mark the run paid, and see the entries payroll makes in your books automatically.

Returns and reports: EPF, ETF, APIT and the payroll register

Get the figures for the EPF C form, the ETF half-year return, APIT for the month and the year with each person's certificate, and the payroll register.

Cannot find it?

Write to support@webdesigns.lk and tell us what you were trying to do. A missing guide gets written. We answer Monday-Saturday, 8:30-18:00 Sri Lanka time.

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