Get Started with RetailEase Pro

How it works

• 1. Your Machine ID is auto-generated from your device
• 2. Copy the Machine ID and share it with your admin or use it to purchase a license
• 3. Paste the license key you receive and click Activate
• 4. Once activated, the license works offline

What this sets

• • Currency — symbol, code, and decimal format
• • Tax System — GST, VAT, Sales Tax, or SST depending on country
• • Date Format — localized for your region
• • Financial Year — default start month for your country

20+ countries supported including India, UAE, Saudi Arabia, US, UK, Canada, Australia, Germany, France, Singapore, Malaysia, Qatar, Kuwait, and more.

Industry-specific features

Choosing your industry customizes the app's features. For example:

• • Retail — Full POS, barcode scanning, inventory tracking
• • Restaurant — Table management, kitchen orders
• • Pharmacy — Batch/expiry tracking, drug schedules
• • Training Institution — Courses, students, batches, fees, attendance

Also available: Fashion, Services, Salon, Gym, Hardware, Manufacturing, Professional Services

Required fields

Fields marked with * are mandatory. This information will appear on your invoices, receipts, and business documents. You can update all of these later from Settings.

About tax setup

• • The tax system (GST/VAT/Sales Tax) is auto-detected from your country
• • Toggle registration on if your business is registered to collect taxes
• • Select the tax rates you commonly use — they'll appear as options when adding products
• • You can add or modify tax rates later in Settings → Tax Settings

Invoice customization tips

• • Prefix — Use something meaningful like "INV-", "BILL-", or your business initials
• • Starting number — If migrating from another system, start from your last invoice number + 1
• • Footer — Common choices: "Thank you!", return policy, payment terms, bank details

Financial year guide

• • India — April to March (FY 2025-26)
• • US / most countries — January to December
• • UK — April to March
• • Opening balances — Enter your actual cash & bank balance at the time of starting. This ensures your reports are accurate from day one.

Dashboard walkthrough

• • Top navigation — Switch between Dashboard, Analytics, Reports, and Settings tabs
• • Summary cards — At-a-glance metrics: today's sales, monthly revenue, expenses, and profit
• • Quick Actions grid — One-tap access to all features: POS, Invoices, Products, Customers, Inventory, Expenses, Suppliers, Coupons, and more
• • Charts — Sales trends and expense breakdown charts (scroll down on dashboard)
• • Profile icon (top-right) — Switch theme, access settings, view profile, or log out

A guided coach-mark tutorial will appear automatically on your first login!

Product setup tips

• • Bulk import — Use Products → Import to add many items from a CSV file at once
• • Barcode — Connect a USB barcode scanner to auto-fill barcodes, or type manually
• • Categories — Create categories first (Products → Categories) to keep your catalog organized
• • HSN/SAC code — Add for GST compliance (visible in advanced fields)
• • Service items — Switch item type to "Service" for service-based businesses

Customer management features

• • Customer Ledger — Automatically tracks all invoices, payments, and outstanding balance per customer
• • B2C vs B2B — B2B customers can have company name and GSTIN for tax invoices
• • Credit management — Set credit limits and payment terms to control receivables
• • Photos — Add customer photos for easy identification
• • Receive Payment — Record payments against outstanding invoices from the customer list

Invoicing features

• • Auto-numbering — Invoice numbers increment automatically based on your prefix
• • Search products — Type to search or scan barcode to add items instantly
• • Discounts — Apply fixed or percentage discount on the total
• • PDF generation — Professional PDF invoices with your business logo and details
• • Payment tracking — Record partial or full payments against invoices