Settings & branches
Downloading all your shop's data in one file
Settings, then "Your data", then "Export everything (zip)" gives you products, customers, suppliers, invoices and the journal as CSV files that open in Excel.
Verified against the product on 1 min read
One zip file holds your whole shop. It is yours to keep, to open in Excel or to give your accountant.
Steps
- Open "Settings", then "Your data".
- Press "Export everything (zip)".
- Wait for "Downloaded." and find the zip in your downloads.
- Unzip it. You get products.csv, customers.csv, suppliers.csv, invoices.csv and journal.csv.
- Open a file in Excel. The files are UTF-8, so Arabic shows correctly.
The products file has the same columns the import reads, so it can go back in through importing products.
If it doesn't work
- "The export did not complete. Try again.": check the internet and press the button again.
- "The full export is for the shop owner.": sign in as the owner.
- Arabic looks broken: open the file with Excel's text import and choose UTF-8.
What the system does not do
It does not delete anything or change your shop.
Common questions
- Who can export?
- The shop owner. Others see "The full export is for the shop owner."
- Does it cost anything or depend on my plan?
- No. It is available on any plan, at any time.
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In the same section
- Adding a branch and switching the active storeFrom Settings: "Add branch" with a code and names in three languages, deactivate or activate it, then switch the "Active store" at the top to see one branch or all.
- Adding your accountant to your shop with their emailIn Settings, Users and roles, type your accountant's email and press "Add my accountant". They see the books, entries and reports, with no new password.
- Cash protection: count your drawers, block overdrawn paymentsIn Settings, Branches, press "Count the drawers", enter each drawer's cash, review the corrections and switch on. After that, no payment can overdraw a drawer.
- Choosing which notifications you get: in the app, email and SMSOpen Settings, then "Notifications" to switch the bell, email and SMS on or off, pick the kinds you want and turn the daily digest and weekly summary on.
- Receipt settings: tax number, footer, paper width and QRIn Settings, Business profile, set the tax number, a thank-you or return-policy footer, the printer paper width and whether the receipt prints a QR code.
- Setting up the receipt printer: direct printing and the cash drawerPer device: choose the print dialog or a direct printer, print after every sale, open the cash drawer on cash sales, and test with a sample receipt.
This page is also available in العربية · کوردی
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