Complete page and PDF-ready guide
AndgateBOS User Guide
A step-by-step operating guide for Bangladeshi SME business owners, shop managers, cashiers, inventory teams, accountants, ecommerce teams, and service staff.
Download the real PDF guide with selectable text and screenshots.
Recommended Learning Path
- Day 1: Login, language, store profile, staff roles, and dashboard.
- Day 2: Add products, variants, barcodes, stock, and supplier opening dues.
- Day 3: Practice POS sale, discount, coupon, return, due sale, and cash closing.
- Day 4: Learn purchases, Supplier 360, customer CRM, expenses, and reports.
- Day 5: Train staff on HR attendance, petty cash, ecommerce orders, courier, and audit logs.
Language and PDF
- Screenshots are included where a user needs visual confirmation before clicking.
- Download the real PDF guide with selectable text and screenshots.
Safe Operation
- Give each staff their own login.
- Keep sensitive modules owner/admin only.
- Do not close shop without daily closing.
Quick start
First Sale in 15 Minutes
- 1Open POS.
- 2Search or scan product.
- 3Confirm quantity.
- 4Select customer if needed.
- 5Apply discount/coupon if allowed.
- 6Choose payment method.
- 7Print or share invoice.
Learn by Staff Role
Owner or Manager
DashboardBusiness OSCash closingPetty cashReportsStaff permissions
Cashier
POSOrder detailsCouponPayment splitReturnReceipt print
Inventory Staff
ProductsVariantsBarcode labelStock movementPurchasesSupplier 360
Accounts Staff
ExpenseCash bookSupplier dueCustomer dueProfit and lossTax reports
Ecommerce or Delivery Team
Online ordersCourier setupPathao/Steadfast rulesDelivery statusCustomer follow-up
Service Team
Service jobsTechnician assignmentRepair statusDelivery and payment collection
1. Login, Language, and Store Access
Start here before training staff. Correct store access prevents wrong sales, wrong stock, and wrong reports.
Step by step
- 1Open AndgateBOS in Chrome or your preferred browser.
- 2Enter mobile/email and password, then sign in.
- 3Select Bangla or English from the top language menu.
- 4Confirm you are inside the correct store or branch.
- 5If a staff member cannot see a menu, ask the owner/admin to update their role permission.
Final check
Dashboard opens without reload loop.
Correct store name is visible.
Staff sees only allowed modules.
2. Store Setup and Staff Permission
Set shop identity, payment methods, invoice style, return rules, and staff access before live selling.
Step by step
- 1Go to Store Settings and enter business name, phone, address, VAT/BIN if applicable, and invoice footer.
- 2Add payment methods such as cash, bKash, Nagad, Rocket, card, and bank.
- 3Create staff users for cashier, inventory, accounts, ecommerce, and service roles.
- 4Give only the permissions each staff needs. Cashier should not usually edit purchase price or accounting reports.
- 5Create opening cash and opening stock before using the shop live.
Final check
Invoice has correct shop information.
Payment methods appear in POS.
Staff login works from their own account.
3. Business OS, Cash Closing, Petty Cash, HR, and Service Jobs
This is the daily operating area for Bangladeshi SME businesses. Owners get control, employees get clear tasks.
Step by step
- 1Use Business OS to review daily tasks, counter status, cash movement, stock warnings, supplier/customer dues, and staff activity.
- 2Use Cash and Counter Closing at the end of each shift. Employee can submit closing, owner/manager can review.
- 3Use Petty Cash for small shop expenses like tea, transport, packaging, or small repairs.
- 4Use HR Attendance for staff check-in, check-out, late, absent, leave, and overtime tracking.
- 5Use Service Jobs for repair/service businesses. Create job, assign technician, update status, collect payment, then deliver.
Final check
Every cash counter has a closing record.
Petty cash has reason and amount.
Attendance is not mixed with Business OS page if HR permission is separate.
4. POS Sale, Discount, Coupon, Return, and Due Sale
POS is the main cashier screen. Every sale should be recorded here so stock, cash, customer due, and reports stay correct.
Step by step
- 1Search product by name, SKU, or barcode.
- 2Select variant such as size/color if the product has variants.
- 3Enter quantity and confirm unit price.
- 4Apply discount or coupon only when allowed by shop policy.
- 5Select payment method: cash, bKash, Nagad, card, split payment, or due.
- 6For due sale, select or create customer first, then save the sale.
- 7Print or share invoice after payment.
- 8For returns, find the original order, select returned item quantity, and confirm refund/payment adjustment.
Final check
Subtotal, discount, and grand total match invoice.
Stock reduces after sale.
Customer due updates when sale is unpaid.
5. Products, Variants, Barcode Label, and Stock Alerts
Clean product data makes POS faster and reports more reliable.
Step by step
- 1Create categories and brands first.
- 2Add product name, SKU/barcode, purchase price, retail price, unit, tax, and opening stock.
- 3For size/color products, add variants and keep separate stock for each variant.
- 4Print barcode labels from the label module when barcode scanning is used.
- 5Set reorder quantity so stock alert can warn before items run out.
- 6Use stock adjustment only for damage, correction, or owner-approved changes.
Final check
Product appears in POS.
Barcode scan finds correct item.
Low stock list is understandable for shop staff.
6. Purchase, Receive Stock, and Supplier 360
Purchase flow controls supplier due, landed stock cost, and inventory quantity.
Step by step
- 1Create supplier with name, mobile, address, opening balance if any, and payment terms.
- 2Create purchase with supplier, invoice number, date, product, quantity, purchase price, discount, tax, and transport cost if needed.
- 3Receive stock after checking physical goods.
- 4Record supplier payment when money is paid.
- 5Open Supplier 360 to see supplier purchases, payments, dues, returns, and communication history in one place.
Final check
Purchase receive increases stock.
Supplier due matches unpaid purchase.
Supplier ledger is ready before payment discussion.
7. Customers, CRM, Loyalty, and Due Follow-up
CRM helps owners keep regular customers, follow dues, and run local promotions.
Step by step
- 1Create customer with name, mobile, address, opening due if any, and customer type.
- 2Use customer in POS for due sales, loyalty, warranty, service jobs, and repeat purchase tracking.
- 3Use CRM dashboard to see active customers, inactive customers, due customers, and campaign targets.
- 4Follow customer dues by amount and due date.
- 5Use customer notes for preferences, promised payment date, or service history.
Final check
Due customer list is current.
Customer purchase history is visible.
Promotions target the right customer group.
8. Expenses, Accounting, and Reports
Daily sales alone do not show profit. Expenses, purchase cost, returns, tax, and dues must be reviewed together.
Step by step
- 1Enter shop expenses such as rent, salary, electricity, internet, packaging, delivery cost, and maintenance.
- 2Use cash book or journal entries only when needed by accounts staff.
- 3Review sales report daily and profit/loss weekly or monthly.
- 4Check tax report if VAT/tax is configured.
- 5Export reports when owner, accountant, or auditor needs a copy.
Final check
Expenses are categorized.
Profit/loss includes cost and expense.
Reports can be filtered by date and branch.
9. Ecommerce Orders and Courier
For Facebook/website orders, keep order, customer, stock, delivery, and payment status together.
Step by step
- 1Create or import ecommerce order with customer name, mobile, address, product, delivery charge, and payment status.
- 2Confirm stock before accepting delivery order.
- 3Configure courier account details such as Pathao or other supported courier.
- 4Update order status: pending, confirmed, packed, sent to courier, delivered, returned, or cancelled.
- 5Review returned parcels and adjust stock/payment correctly.
Final check
Customer mobile and address are complete.
Courier status is updated.
Returned order does not stay as completed sale.
10. Multi-store, Notifications, Audit, Backup, and Security
These controls protect the business when more staff, counters, and branches use the system.
Step by step
- 1Use separate branches/stores when stock and cash are handled separately.
- 2Give role-based permissions and review them monthly.
- 3Check audit logs when price, stock, payment, or order changes need investigation.
- 4Use notifications for low stock, due follow-up, pending purchase, and operational reminders.
- 5Export important reports regularly for owner/accountant backup.
- 6Change password immediately when staff leaves the business.
Final check
Branch-wise reports are correct.
Sensitive modules are owner/admin only.
Audit history is available for important changes.
Daily Business Routine
Before opening shop
- Check low stock alerts.
- Confirm opening cash.
- Mark staff attendance.
- Review pending orders and service jobs.
During selling hour
- Use POS for every sale.
- Collect correct payment method.
- Record due sales with customer name.
- Use petty cash for small expenses only.
Before closing shop
- Complete cash and counter closing.
- Match cash, bKash/Nagad, card, and due totals.
- Review today sales and expenses.
- Save or print closing report.
Every week or month
- Review profit and loss.
- Pay supplier dues.
- Follow customer dues.
- Check dead stock and best sellers.
- Export reports if needed.
Common Problems and Fixes
Login page keeps loading
Reload once, then clear old browser cache if needed. Use latest app version after deployment.
Product not found in POS
Check product status, stock, barcode, and selected store/warehouse.
Wrong stock quantity
Review purchase receive, sale, return, transfer, and stock adjustment history.
Cash does not match
Compare POS payments, petty cash, refunds, and manual cash book entries before final closing.
Bangla text not showing
Change language from the top menu and refresh the page once.