Shop Tools: Documentation

1. Introduction

Our platform has been designed with your business's autonomy, efficiency, and security in mind. Unlike traditional management systems, Shop Tools gives you complete control over your information, allowing you to use your own cloud storage infrastructure to manage every aspect of your business operations.

This documentation has been structured to guide you step by step, from initial setup to mastering our advanced automation tools.

What makes Shop Tools different?

Data Sovereignty: You are the sole owner of your information. By integrating your Google Drive or Dropbox account, all records are stored directly in your personal space, guaranteeing privacy and permanent access.
Comprehensive Management: From inventory and supplier control to sales registration with mobile scanner, everything is centralized in an intuitive interface.
Innovation in Customer Service: With our exclusive queue management system, you can modernize your customer service through automatic WhatsApp notifications and digital appointment scheduling.
Mobility: Turn any smartphone into a work tool thanks to the integration of QR codes and real-time barcode scanning.

Below, you'll find details of each module so you can start boosting your business today.

2. User registration

The user registration process on the Shop Tools platform is carried out using an email account, in which you must grant permissions for the creation of files in your cloud storage unit, which may be Google Drive or Dropbox. If you do not grant permissions, you will not be able to use the tool, as the data generated will be stored in this space.

3. Company registration

Once Shop Tools has been granted permission to create files in Google Drive or Dropbox, you must register your business details in the form below so that the platform can record transaction data based on the characteristics of your business.

4. Dashboard

In the Shop Tools dashboard, you can view an overview of the balance of purchases and sales made, as well as the number of transactions, products, customers, and suppliers registered.

5. Company settings

In the upper right corner of the screen, you will find the “Settings” option, which allows you to modify your company's information if necessary.

6. Operations management

Operation creation

To create a transaction, press the “Add operation” button at the bottom right of the screen, and a modal window with a form will appear. First, select the type of transaction, which can be “Income,” “Expense,” “Payable,” or “Receivable,” then indicate whether this transaction is associated with a new customer or supplier or an existing one (if it is a new one, you must register their details; otherwise, select one from the list that will be displayed). You can then select the products to be invoiced and add them to the cart. You can add them manually using the drop-down list or by using the mobile barcode scanner, which is activated by scanning a QR code with your smartphone. Finally, you must select the payment method and press “Add operation.”

Activate barcode scanner

To activate the barcode scanner, press the “Open mobile barcode scanner” button, and a QR code will appear on the screen that you must scan with your smartphone. A web browser will then open on your phone with a website where you must start the scanner to activate the phone's camera. Finally, point the camera at the product's barcode and press the “Scan” button.

Operation modification

To modify an operation, press the pencil symbol on one of the records in the list and a modal window will appear with the operation details. Only the concept, payment method, and type of transaction may be modified.

Operation removal

To delete an operation, you must press the trash can symbol located on the right side of the record in the list.

Download transaction receipt

To download the transaction receipt, select the transaction type symbol located in the list and a window will appear with the transaction information. At the bottom, click on the “Download PDF” button.

7. Inventory Management

In this section, you can enter the details of the different items that will be sold.

Item registration

To register an item, press the “Add Item” button at the bottom right of the screen. A modal window will then appear with a form that you must fill out with the requested information.

Item modification

To modify item data, click on the pencil icon in one of the records in the list and a modal window will appear with a form containing the product data to be updated.

Item removal

To delete product data, click on the trash can icon located on the right side of the record in the list.

View and download barcode

To view a product's barcode, press the eye symbol in the list, and the associated code will be displayed on the screen with the option to download it below.

8. Customer Management

In this section, you can register the details of your business's different customers.

Customer registration

To register a customer, click on the “Add customer” button at the bottom right of the screen. A modal window will then appear with a form that you must fill in with the requested information.

Modifying customers

To modify a customer's information, press the pencil symbol on one of the records in the list, and a modal window will appear with a form containing the customer's information to be updated.

Deleting customers

To delete a customer's information, press the trash can symbol located on the right side of the record in the list.

9. Supplier Management

In this section, you can register the details of your business's different suppliers.

Supplier registration

To register a supplier, click on the “Add supplier” button at the bottom right of the screen. A modal window will appear with a form that you must fill in with the requested information.

Modifying suppliers

To modify a supplier's details, click on the pencil icon in one of the records in the list and a modal window will appear with a form containing the supplier's details to be updated.

Deleting suppliers

To delete a supplier's details, click on the trash can icon on the right-hand side of the record in the list.

10. Customer Queue Management

In this section, you can set up a customer appointment scheduling system for your business. This feature is very useful for restaurants, clinics, banks, and butcher shops. When a customer is assigned an appointment, they receive a notification via WhatsApp letting them know it’s their turn.

Dashboard

Here you can view the first 7 customers in the waiting list and who is currently being served. In this section, you can display the list in full-screen mode on a screen or monitor visible to the public, so that the current status of the waiting list is clearly displayed. To mark the first customer in the waiting queue as “Served” and move on to the next one, press the SPACE or ENTER key, or click the “Next Customer” button.

Waiting List

This feature allows you to view the complete list of customers in the queue and remove any customer you wish.

Generate Ticket