Set up your office on Ajjel in 5 steps

From the side menu open “Office setup”, then “Office details”. Add your logo, office name and contact number; they appear on invoices and client messages.

Open “Office setup”, then “Branches”. Every office starts with a main branch, and each branch has a default cash account where its money is recorded automatically. Add more branches if you have more than one location.

From “Investors” add the investor and choose the branch, then deposit the balance from “Investor wallets”. The deposited balance is what inventory is purchased from.

From “Inventory” choose “Add inventory”, then the branch, investor and product, and enter the quantity and purchase price. The purchase amount is deducted from the investor’s balance in the account you choose.

From “Sales” choose “Add sale”, enter the client’s ID, then the product and order type (cash, deferred or installments). After saving, the sale appears in Sales and commissions are calculated automatically.