General and account

Setting up staff account

  1. Go to "Settings"

    Go to "Settings"

  2. Click "Staff Account"

    Click "Staff Account"

  3. Click "Add Staff"

    Click "Add Staff"

  4. Choose the account type:

    Choose the account type:

    1. Shop Owner: All permissions
    2. Admin :
      Cms: access all permissions but except
      - Business Info
      - Staff Account
      - Price plan
      APP: All functions (can only login stores that are mapped to that user)
    3. Store Manager
      Cms: Can only access / manage following sections:
      - Category
      - Product
      - Inventory
      - Customer
      - Order
      - Webpos
      - Store
      APP: All functions (can only login stores that are mapped to that user)
    4. Product Manager
      Cms: Can only access / manage following sections:
      - Category
      - Product
      - Inventory
      APP: Cannot login App
    5. Report Viewer:
      Cms: View report
      - Store
      APP: Cannot login App
    6. Cashier:
      CMS: WwbPOS
      APP:
      - can only login stores that are mapped to that user
      - cannot view report
    7. Salesperson:
      CMS: WebPOS
      APP: Cannot login App
  5. Click "Save"

 

Adding a retail store

  1. Go to "Shops"

    Go to "Shops"

  2. Click "Add Shop"

    Click "Add Shop"

  3. Associate the related staff to the shop created

    Associate the related staff to the shop created

  4. Click "Save"

 

Create a customer account

  1. Go to "Customers"

    Go to "Customers"

  2. Click "Add Customer"

    Click "Add Customer"

  3. Enter the customer information and click "Save"

    Enter the customer information and click "Save"

 

How to record customer purchase via web POS

  1. If this is a new customer, create the customer account first
  2. If this is a returning customer, select the customer from "Select customer" list

Preparation (Google Mail - Personal)

Note1: This setting is for Gmail Personal version only (Not for Gsuite & Workspace)

Note2: Personal Gmail SMTP service is limited to 100 emails per day

(Subject to changes without prior notice)
  1. Login into you Google account Login into you Google account
  2. Click your account icon and go to “Manage your Google Account” Click your account icon and go to “Manage your Google Account”
  3. Enabling 2-Step Verification & Generating App Password
    1. Go to “Security”. You will need to enable 2-step verification & generating app password to increase security level and use it for integration to our SMTP service. Enabling 2-Step Verification & Generating App Password
    2. 2-Step Verification Under Security, go to “2-Step Verification” 2-Step Verification Under Security, go to “2-Step Verification”
    3. Select the verification method of your choice. Follow the instruction to finish the remaining steps. Select the verification method of your choice. Follow the instruction to finish the remaining steps.
  4. Generating App Password
    1. Select “App password” under “Security” Under “Select app”, choose “Other” and name it “Business Email”Click “GENERATE” and save the app password for later use. Select “App password” under “Security” Under “Select app”, choose “Other” and name it “Business Email”Click “GENERATE” and save the app password for later use. Select “App password” under “Security” Under “Select app”, choose “Other” and name it “Business Email”Click “GENERATE” and save the app password for later use. Select “App password” under “Security” Under “Select app”, choose “Other” and name it “Business Email”Click “GENERATE” and save the app password for later use.
    2. Click “GENERATE” and save the app password for later use. Click “GENERATE” and save the app password for later use.
  5. Gmail SMTP settings in Storeberry
    1. Login to mystoreberry.com
    2. Navigate to “Online Store”  “Email Configuration”
    3. Under “Mail Server” settings, change “storeberry” to “smtp”
    4. Input the following details:

      ✓ Host: smtp.gmail.com

      ✓ Port: 587

      ✓ Username: Enter your Gmail address for smtp

      ✓ Password: The “App Password” you created in previous steps

      ✓ Encryption: TLS

    Input the following details:
  6. Save the settings and a SMTP Connection Test will appear.Enter an email address for testing, then click “TEST & SAVE”.
  7. Input the following details:
  8. If you have the following notification and received the testing email, your SMTP setting is completed.
  9. Input the following details:

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