Web panel menu guide: what does each page do?
What each page in the web panel's left menu and top bar is for, with the related help article.
Below you'll find what each item in the web panel's left menu is for, with the related help article. Items with an arrow icon open a submenu when clicked. Some items appear only when the related module is turned on; these are noted. On staff accounts, the menu shows only the pages the staff member has permission for.
Home and sales
| Menu | What it's for | Related article |
|---|---|---|
| Home | Summary figures such as daily turnover, profit and number of sales. | Home page figures |
| New Sale | The screen where you sell by scanning barcodes or searching for products. | How do I make a sale? |
Reports
| Menu | What it's for | Related article |
|---|---|---|
| Reports › Daily Report | Sales, till status and VAT breakdown for the day you choose (end of day). | Daily report |
| Reports › Date Range Report | Summary of sales, profit and till between two dates. | Date range report |
| Reports › Product Report | Quantity sold, turnover and profit per product. | Product and group reports |
| Reports › Group Report | Sales and profit per product group. | Product and group reports |
| Reports › Product Correlation Report | Pairs of products that are sold together. | Product correlation report |
| Reports › Stock Movement Report | Stock in and out movements for a product. | Stock movement report |
| Reports › Staff Activity Report | Sales and actions made by staff. | Staff activity |
Customers
| Menu | What it's for | Related article |
|---|---|---|
| Customers › Customers | Customer list; adding and editing customers, importing / exporting with Excel. | Adding customers |
| Customers › Customer Details | The selected customer's on-account debt, payments and statement; adding payments and debts. | Debt and statements |
Products
| Menu | What it's for | Related article |
|---|---|---|
| Products › Products | Product list, filters, bulk actions and Excel import / export. | Product list |
| Products › Add & Update Products | Adding products one by one and editing the product card. | Adding products |
| Products › Add Product with Variants | Creating a product with variants such as size and colour. | Products with variants |
| Products › Product Groups | Product groups (categories) and bulk price increases by group. | Product groups |
| Products › Product Transfers | Transferring products between branches (shown only on accounts with branches). | Product transfers |
| Products › Sub-product Definitions | Relationship between cases, packs and single units. | Sub-product definitions |
| Products › Product Variants | Managing variant types and their values. | Products with variants |
| Products › Accept Product Return | Taking a product return from a customer. | Processing returns |
| Products › Return Requests | Approving or rejecting return requests from staff. | Return requests |
| Products › Print Product Labels | Printing shelf labels with a ready-made template. | Shelf labels |
| Products › Design & Print Labels | Printing labels with your own label design. | Shelf labels |
| Products › Barcode Scale Export | Product export file for a barcode scale. | Selling with a scale |
Purchases and suppliers
| Menu | What it's for | Related article |
|---|---|---|
| Purchase Invoices › Purchase Invoices | List of entered purchase invoices; editing and deleting. | Purchase invoices |
| Purchase Invoices › Create Purchase Invoice | Entering a new purchase or return invoice; stock and purchase prices are updated. | Purchase invoices |
| Suppliers | Supplier list, supplier debt, payments and statements. | Adding suppliers |
E-invoices, orders and marketplace
| Menu | What it's for | Related article |
|---|---|---|
| E-Invoices › Create E-Invoice | Issuing an e-invoice / e-archive invoice from scratch. | E-invoice |
| E-Invoices › Outgoing E-Invoices | Invoices you issued and drafts; signing, PDF. | E-invoice |
| E-Invoices › Incoming E-Invoices | Invoices issued to you; converting them into purchase invoices. | E-invoice FAQ |
| E-Invoices › Settings | Business details (General) and the integrator connection (Installation). | E-invoice FAQ |
| Orders | Sales saved as orders (shown only when the order module is turned on). | Order module |
| Bank Accounts | Shown on accounts with a bank account integration set up. | — |
| Marketplace › Marketplace Products | Your products on Magenty and product export (only while the Magenty module is active). | Marketplace (Magenty) |
| Marketplace › Marketplace Orders | Latest orders from the marketplaces. | Marketplace (Magenty) |
| Marketplace › Transferred Orders | Orders transferred into BenimPOS; converting them into sales. | Marketplace (Magenty) |
Stock, till and business
| Menu | What it's for | Related article |
|---|---|---|
| Stock Count | Creating a count list and setting stock to the counted quantities. | Stock count |
| Income / Expense › Income | Recording income that isn't from sales. | Income and expenses |
| Income / Expense › Expenses | Recording expenses such as rent and bills. | Income and expenses |
| Income / Expense › Income / Expense Types | Setting up income and expense types. | Income and expenses |
| Staff | Adding staff, login codes and permissions. | Staff and permissions |
| Tasks | Assigning tasks to staff and tracking them. | Task management |
| Payment Types | Custom payment types such as meal cards and bank transfers. | Payment types |
| Integrations | E-invoice, fiscal cash register, API, marketplace, SMS and online payment collection modules. | Integrations FAQ |
Top bar
Settings and account actions aren't in the left menu; they're in the bar at the top right:
| Menu | What it's for | Related article |
|---|---|---|
| Search the Help Center | Searching the help articles. | — |
| Bell icon | Announcements and notifications. | Notifications and announcements |
| Address book icon | SMS contacts. | Bulk SMS and contacts |
| MAIN ACCOUNT / branch name | Switching between branches; Branch details / Add new branch. | Branches |
| Switch staff | Changing the user when logged in with a staff account. | Staff login |
| Four-square menu › My Profile | Business details, basic settings (language, country, currency, VAT, time zone), receipt, stock & product and other settings, your invoices. | Settings, Language and region |
| Four-square menu › My Desktop Devices | Computers the desktop app is installed on, and extra device rights. | My desktop devices |
| Four-square menu › Receipt Template Designer | Designing how your receipt looks. | Receipt template |
| Four-square menu › Activity Log | Record of actions on the account (who did what, and when). | Activity log |
| Four-square menu › Buy License | Buying and renewing a license. | License |
| Four-square menu › Change Email / Password / Phone | Changing your login details. | Password and email |
| Four-square menu › Exchange Rates | Entering your own exchange rates. | Exchange rates |
| Four-square menu › Log Out | Ending your session. | — |
If you can't find the page you're looking for, you may be logged in with a staff account: pages such as My Profile and Integrations open only on the main account or for staff with administrator permission.
Pages that apply only in Turkey (E-Invoices, fiscal cash register and ÖKC integrations, bulk SMS and Phone Contacts, marketplace, Kovann, Invite & Earn!) don't appear in the menu if your account's country is outside Turkey. You can see the country under My Profile › Basic settings.
Related articles
First setup: getting BenimPOS ready to useA step-by-step first setup checklist for business details, receipt settings, uploading products, quick lists, staff and till hardware.Stock, product and other settingsSettings for selling when out of stock, automatic product creation, the order module, purchase price updates, till carry-over, service fees and email reports.Integrations: marketplaces, SMS, online payment collection and moreWhich integrations are available and what they cost, marketplaces with Magenty, SMS, Bakiyem online payment collection, accounting software, the API and integrations that aren't available.
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