User Guide

Welcome to Ratio Tuta! This guide will help you get started with managing your business operations.

Creating Your Account

1. Visit the registration page registration page
2. Fill in your name, email, password (8-128 characters), and team name
3. Click "Create Account" and verify your email address
4. Log in with your credentials

First Steps

After logging in for the first time:

• Create a Place: Set up your first business location (store, restaurant, event, etc.)
• Add Items: Build your inventory with products you sell
• Invite Team Members: Add staff who will help manage operations
• Start Selling: Use the cash register to process transactions

Navigation

The main navigation menu includes:

• Dashboard: Overview of your business metrics
• Cash Register: Process sales and create receipts
• Places: Manage business locations
• Items: Manage inventory
• Documents: View receipts and reports
• Team: Manage team members and permissions
• Settings: Configure account and preferences

Places represent your physical or virtual business locations. Each place can have its own inventory, team assignments, and sales tracking.

Creating a Place

1. Navigate to Dashboard → Places
2. Click "Create Place"
3. Fill in the information:
   • Name (required): Your location name - can be anything (e.g., "My Store", "Downtown Shop", "Store #1")
   • Address (optional): Physical address - can be added later
   • City & Country (optional): Location information
   • Timezone (optional): Local timezone for accurate report formatting (e.g., Europe/Vilnius)
   • Currency (optional): Default currency (e.g., EUR, USD) - if not specified, EUR is used
4. Click "Create" to save

Managing Places

You can:

• Edit: Update place details, address, or settings
• Assign Items: Link inventory items to this location
• Assign Staff: Designate team members to work at this place
• View Reports: See sales and performance metrics per location
• Activate/Deactivate: Temporarily close a location without deleting it
• Delete: Permanently remove a place (requires confirmation)

Manage your products, track stock levels, and organize items by categories. Items are displayed as visual cards showing key information at a glance.

Adding Items

1. Go to Dashboard → Items
2. Click "+ Create" button
3. Choose between:
   • Create Item: Add a single product
   • Add Box: Create multiple variants at once (e.g., shoes in sizes 35, 36, 37)
4. Fill in item details:
   • Name: Product name
   • SKU: Item code (optional)
   • Price: Selling price
   • Cost: Purchase price (for profit calculations)
   • Tax Rate: VAT or sales tax percentage
   • Image: Product photo (required)
   • Measurement Type: PCS (pieces), WEIGHT (kg/g), LENGTH (m/cm), etc.
   • Stock Quantity: Current inventory level
   • Category: Organize items by type
   • Size/Color: Variant details (optional)
5. Click "Create"

Viewing Item Details

Items are displayed as compact cards showing:

• Product Image: Visual representation or color sample
• Name: Item or box name
• Stock Level: Current available quantity
• Price: Selling price per unit
• Variant Badge: Shows size/color count for grouped items

Click any card to open a detailed drawer showing:

• Full product information (status, SKU, pricing, tax, measurements)
• Complete description and tags
• For grouped items: List of all variants with individual stock levels
• Brand, color, and other metadata

Boxes and Grouped Items

When you have multiple variants of the same product (e.g., T-shirt in S/M/L/XL), use "Add Box" to create them together:

• All variants share the same base name, price, and tax rate
• Each variant can have different sizes, colors, and stock levels
• Grouped items appear as a single card with a "variants" badge
• Click the grouped card to see all variants with individual stock quantities
• Edit or delete individual variants, or manage the entire box at once

Item Categories

Categories help organize your inventory:

• Create categories like "Beverages", "Food", "Merchandise", etc.
• Assign items to categories for easier browsing
• Filter items by category in both the Items page and cash register

Measurement Types

Different selling methods for different products:

• PCS (Pieces): Sell by unit (e.g., bottles, shirts)
• WEIGHT: Sell by weight in kg or grams (e.g., coffee, meat)
• LENGTH: Sell by length in meters or cm (e.g., fabric, cable)
• VOLUME: Sell by volume in liters or ml (e.g., bulk liquids)
• AREA: Sell by area in m² or cm² (e.g., tiles, wallpaper)

Managing Items

• Edit: Click "Edit" button on any card to update details or adjust stock
• Delete: Remove items permanently (with confirmation)
• Toggle View: Switch between Cards view and Table view
• Group Toggle: Group similar items or show all items individually
• Search: Find items by name quickly
• Filter: Show only active items, in-stock items, or by category
• Sort: Order by name, price, stock level, or creation date

The cash register is your point-of-sale (POS) system for processing transactions.

Making a Sale

1. Navigate to Cash Register from the main menu
2. Select the Place where you're selling (if you have multiple)
3. Browse or search for items
4. Click on items to add them to the cart:
   • For PCS items: Each click adds 1 unit
   • For WEIGHT/LENGTH items: Enter the amount (kg, meters, etc.)
   • Items with variants (sizes, colors): Show a selection modal
5. Review the cart on the right side:
   • Item details: See item names, quantities, and prices
   • Totals: View subtotal, tax, and total
   • Adjust: Adjust quantities if needed
6. Click "Checkout"
7. Choose payment method: Cash or Card
8. For cash payments:
   • Enter amount: Enter amount received from customer
   • Auto-calculate change: System calculates change automatically
9. Click "Complete Sale"
10. Receipt is generated and stock is updated automatically

Cash Register Features

• Search: Quickly find items by name or SKU
• Filters: Show only in-stock items, filter by category
• Sort: Sort by name, price, or stock level
• Cart Preview: Real-time total calculation with tax
• Quick Actions: Fast buttons for common items
• Stock Warnings: Visual indicators for low/out-of-stock items

Track your business performance with comprehensive reports and analytics.

Available Reports

• Sales Overview: Total revenue, number of transactions, average transaction value
• By Place: Compare performance across different locations
• By Item: See which products sell best
• By Category: Analyze sales by product category
• By Time Period: Daily, weekly, monthly, and custom date ranges
• Payment Methods: Cash vs. card transaction breakdown
• Tax Reports: VAT/sales tax collected for accounting
• Stock Levels: Current inventory status and low-stock alerts

Accessing Reports

1. Go to Dashboard → Home for overview metrics
2. Visit Documents to see all receipts
3. Filter by date range, place, or payment method
4. Export data for external analysis (coming soon)

Key Metrics

Monitor these important business indicators:

• Revenue: Total sales income
• Gross Profit: Revenue minus cost of goods sold
• Transaction Count: Number of sales completed
• Average Order Value: Revenue divided by transactions
• Items Sold: Total quantity of products sold
• Top Sellers: Best-performing products
• Stock Turnover: How quickly inventory sells