To open the knowledge base from the application, select “Knowledge Base” in the menu. The instructions open in a new tab, keeping the application page open. No sign-in is needed to read them.
Open a guide from the section list or use the quick links below.
Getting Started
- First login and setup
- Choosing a working office
- Profile and language
- Checking access
- What to set up before the first operation
- How to set up an organization: details, accounts and archive
- How to set up an office, its address and document numbering
- How to connect and configure an extension
- How to create a tariff and manage its versions
- How to configure operations by office
Staff
- How to add an employee, update details and assign offices
- How to archive and restore an employee
- How to assign an employee a role and position
- How to save employee identity documents
Subscription
Quick Start
- How to find or create a customer
- How to save customer documents and contacts
- Where to find customer transactions, goods, documents and history
- How to check customer loyalty points, rating and history
- How to configure loyalty rules
- How to configure customer portal brands
- How to review risk and block a customer manually
- How to prepare and correct a deal draft
- How to add and appraise collateral
- How to find a product and edit the allowed details
- How to configure product attributes and names
- How to prepare a product for sale and confirm its price
- How to print an electronics price tag
- How to print a jewelry tag
- How to sell one or several products
- How to send goods to another office
- How to receive a transfer and record discrepancies
- How to prepare a contract for sale to another organization
- How to send goods to another organization
- How to accept or reject a B2B set
- How to conduct a stock revision
- How to export revision results
- How to obtain a one-time stock export
- How to obtain INV forms
- How to write off, assign for use or restore a product
- Creating a Loan — from a draft contract to completing the loan operation.
- GIIS DMDK — an overview of settings and exchange monitoring.
- Connecting GIIS DMDK — preparing the certificate and checking the connection.
- How to find a contract and accept payment
- How to fully extend a loan
- How to partially extend a loan
- How to redeem pledged items
- How to read a contract card
- How to purchase items from an individual
- How to create a consignment contract
- How to prepare collateral from an overdue loan for sale
- How to correct a loan tariff on the opening day
- How to configure a document set
- How to prepare electronic signing
- How to prepare and sign operation documents
- How to deliver documents to the customer
- How to refresh documents after correcting data
- How to find a payment and its related operation
- How to pay out funds and check the outcome
- How to connect a cash register to your workplace
- How to configure cash shift signing
- How to open a cash shift
- How to deposit or withdraw cash and prepare an order
- How to send money to another office
- How to accept a cash transfer
- How to prepare and sign a cash shift as an employee
- How to close a cash shift
- How to review and sign shifts as a controller
- Why a cash shift will not close
How to Find an Article
To search, enter part of a title, short description or section name in the search field at the top of the page. Results show the title, short description and language of each article. Article text and attachments are not searched.
You can change the article language using the language menu at the top of the page.
To edit articles, select the user icon in the upper-right corner and sign in with an editor account.