SelBuk User Guide - Ipad version

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User Guide
iPad Version

CONTENT
Pag
3 Chapter 1: GETTING STARTED
5 Chapter 2: SETTINGS
5 User/company
7 Products
10 Format
11 PDF Documents
14 Sales Orders
17 Invoices
18 Purchase orders
19 Reports
19 Expenses
20 Sync
21 Restor

22 Chapter 3: Main Menu
22 DATABASE
22 Clients
25 Estimates
29 Sales/ Invoices
32 Received Payments
35 Suppliers
40 Purchases
41 Payments made
44 Products
47 Categories
48 Subcategories
49 Expenses
52 Notes
54 SALES
57 CLIENTS
60 REPORTS
63 CATALOG
66 EXPENSES

68 Chapter 4: Sync
69 Chapter 5: Wifi-disk and Notes
71 Chapter 6: New - About - Messenger

2

1 GETTING STARTED
So we would like to invite you to follow the next instructions step by step to get started!
To insert all your company data and take the most of SelBuk, we have created a basic sample file to provide
users the way to replace from its own data to the sample in the right format accepted by this app.

We highly recommend to follow this steps to understand and setup your business properly.
• Restore sample.zip and play with the app as much as you can. Add, delete, edit products or customers,
create transactions, check for reports, view and print documents, etc.

• After doing many transactions, restore to the original configuration from Settings > Restore.
• Go to Setting and setup your business before importing files or creating any customer or making
transactions.
• Create a customer filling out every field asked.
• Create one supplier in the same way.
• Create a product in the same way.
• If your business is a service company you may add each service as any product and might also create
pictures representing what it does or just disable the images and inventory functionality from settings.
• Once you have completed all the settings to fit your business, and at least one customer, one provider and
one product you may star buying and selling which is the main purpose of SelBuk.
• Create multiple transactions such quotes, purchase orders, sales orders, invoices, expense, view reports,
documents and printouts if possible.
• Note that products, customers, providers and many other tables can be imported from a comma separated
value (CSV) file, but is also important before using that way to have all settings properly configured
according to your business needs.
• In this user's guide you will find a detailed description to know how to do each of the above steps, if you
have any questions about any specific area please email us at support@selbuk.com

SelBuk main menu has four sections:
• The first group is made up of Database, Sale, Clients, Reports, Catalog and Expenses where you are
able to use your database.
• The second is made up of Sync and Settings where you are able to download or upload your files and
setup your data.
• The third one is Wi-Fi Disk and Notes where you are able to bring files to your devices and review your
clients' remarks.
• Last three options news, about and messenger where you will be able to keep track in the upcoming
developments and things that are happening on the web.

3

Crash Reports. If you ever experience a crash, please help us to fix the bug!
When an application crashes, a "crash report" is stored on the device. Crash reports describe the conditions under
which the application terminated.
Please help us to fix bugs by reporting your crash reports to Apple or sending them to us directly.

TO SEND CRASH REPORTS TO APPLE
• With your iPad connected to your computer open iTunes and wait for the iPad to be displayed on devices.
• Right click on your iPad device name and select Reset Warnings.
• Click on OK at the popup screen that ask to help Apple o improve its products and user support.
• Finally sync again to send the crash reports from your iPad to Apple.

TO SEND CRASH REPORTS TO US DIRECTLY
When you synchronize your device using iTunes, crash reports are copied to a directory on your computer. To retrieve
the crash report from the directory where it was copied by iTunes. Depending on the platform, the directory is:
• Mac OS X: ~/Library/ Logs/ CrashReporter/ MobileDevice/ [DEVICE_NAME]
• Windows XP: C:/ Documents and Settings/[USERNAME]/ Application Data/ Apple Computer/ Logs/
• CrashReporter/ MobileDevice/ [DEVICE_NAME]
• Windows Vista or 7: C:/ Users/ [USERNAME]/ AppData/ Roaming/Apple Computer/ Logs/
CrashReporter/MobileDevice/ [DEVICE_NAME] [USERNAME] is the user's login name for the computer.
[DEVICE_NAME] is the name of the iPod touch or iPhone, for example, "John's iPhone".

We only need the .crash files. The crash report's file name begins with SelBuk o Sales Control and contains
date/time information. In addition, [DEVICE_NAME] will appear at the end of the file name, before the extension.

4

2 SETTINGS
For every business there is a different configuration. So we have a wide selection of options to let you set up your
requirements and customize your system. Those setup specifications go from User/Company to restore, letting
you to manage your information. Understanding them will help you to manage your system much better.
Now, if you tap on either one of them and then on the question mark ? you will have further information on that
topic.

User / Company
This menu brings you to four options where you are able to set up the following:
• Login
• Company Info
• Background Images
• Messenger
These options allow you to customize the information related to your company. When you tap on the options,
you will see some choices to leave ON or OFF.

5

Login
This menu option gives ypu two choices to setup yhe way you would like to start your application.
They are Automatic login and Remember User Name. Their status is OFF or ON.
Now, when you leave them ON a simple tap on the Selbuk icon will open your application, otherwise you will
need to write your user and password every time you start your application.
Automatic Login: When it is set ON allows you to log with just a tap on your application icon. Keep in mind that
when you leave this option on anyone may login with a simple tap on the SelBuk icon.
User Name: When it is set ON keeps your user in the login window. So you will need to type in your user to log
into the system. We highly recommended using this choice for safety precautions.

Company Info

This menu option refers to your company's data. This is the information that your clients will see printed on every
borrar
PDF generated. Here you will see your Company Name, Contact, Business Id, Phone numbers, your company
address, email, your logo and signature. Logo and signature may be modified in this view by tapping on the
labels.
However, the first part from Company to Email has to be changed at www.selbuk.com , login, account
management and finally My Account.

6

Background Images
This menu option gives you the choice to pick the image that you will see as background on your application. You have
two views horizontal and vertical. Tapping on either one will bring a pop-up window with a menu to choose from
Samples, Choose Existing Photo and Importing from Wi-Fi Disk.
• Samples are predetermined images.
• Choose Existing Photos are your company images
• Import from Wi-Fi will be images uploaded from your computer through a given web address.

Messenger
This menu option will bring you news about the SelBuk apps and WebStore. While the alert is ON you will know there
are some news when the label is highlighted
borrar

Products
This menu has four options to setup your Products. Those choices are:
• In Stock
• Products
• Catalog
• PDF Catalog
• Print Images On.

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In Stock
This menu option In Stock will give you three choices such as:
• Use Inventory
borrar
• Coming Products
• Alert when no items available
Their status is ON or OFF. They are set ON. So they are quite simple to understand for they let you know how many
items are coming as well as when there are not any for each one of them in your inventory.

Products
Products allow you to see or search for tem.
• Use Image, its default is ON. That is, either you would like to show them or not on the catalog, PDF or emails.
borrar
• Background on Large Image, its default is Transparent though you have Black and White.
• Use Code instead of ID, its default is On. That is related to the Products' Search box.

8

Catalog
Catalog enables to display the view of the products as follow:
• Page Grid, tapping on it brings a selection to display them
borrar
• Only Available Products, its default is off. That is, whenever you pick this option those items with no amount
in stock, will not be displayed on the catalog.
Note: If you have chosen page grid 4x4 with information, this will let you show code or price on the item. They
are set ON.

PDF Catalog
PDF Catalog enables to customize the print out the products. Letting the labels to be shown or not the options like:
• Code, its default is ON.
borrar
• Product Name, its defaults is ON.
• Sales Price A, this is, a pop-windows to select a specific Sales Price from A to E. That is when you wish to see the
items on a specific Sales Price on the PDF.
• Field 1 to 5 they are not available.
• In Stock, its defaults is OFF.
• Coming, its default is OFF
So these options will allow you to personalize yhe information you need to show to the clients on the catalog.

9

Print Images on

This menu displays three options. Their default is OFF. They apply to printing features.
• Price list borrar
• Product Sold
• In Stock
So this allows your images to be printed on when you are creating a PDF file as long as they are set ON.

Format
This menu displays a set of options where you are able to customize the following:
• Currency Symbol, this allows you to choose from a list the currency symbol
• Suffix / Prefix on Currency, this allows you to manage the currency symbol either if it is at the end (suffix) or at the
beginning (prefix)
• Cents on Amounts, this allows you to use cents or not with the figures. The application handles four decimal
figures. Its default is ON.
• Symbol after amounts, it is set off as default.

10

Language, this allows you to use basically two language English and Spanish 100% supported. Other language are
only focused on main screens, reports, Emails and HTML or PDF formats, other views such as alerts message, help
or support will show English combined with the translated language. However, More Language gives you the options
of Dutch, French Belgium, French International-France, Italian-Italy and Portuguese.

PDF Documents
This menu has a set of options where you are able to customize the following:
• E-mail
• User Information
• Client information
• Supplier Information
• Shipping Address
• Product Information
• Print Images On
• Change Names
Those options will help to mange the information that will be seeing on the PDF Documents. Each one of them could
be ON or OFF with a wide range of options on each submenu.

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E-mail
This menu has some options like:
• Cc. email to User, it is set OFF
• Format, tapping on it you will have two options PDF or HTML
• Send a Paypal button, it is set OFF. Though, If it set ON you will see...
• Paypal email account. It pops a window to write the email
• Currency with a pop window to choose from the currency
• Switch only this currency, it is set off
So those options enable to customize the email data.

User Information
This menu allows setting ON or OFF the User Information on the PDF Documents. Those labels are:
• Logo
• User
• Business ID
• Address
• City
• Phone
• Email
• Signature
They will enable to customize the data on the print estimates, orders and invoices or any other document on PDF.

12

Client Information
This menu option enables to set ON or OFF the Client Information on the PDF Documents. Those labels are
• Client
• Contact
• Account
• Other ID
• Address
• City
• Phone
• Email
• Signature
They will enable to customize the data on the print estimates, orders and invoices or any other document on PDF.

Supplier Information
This menu enables to set ON or OFF the Supplier Information on the PDF Documents. Those labels are:
• Supplier
• Contact
• Account
• Address
• City
• Phone
• Email
They will enable to customize the data on the print out on PDF files.

13

Shipping Address

This menu option enables to set ON or OFF the client's shipping address on the PDF Documents. Those labels are:
• Client
• Contact
• Address
• City
• Zip Code
• Country
They will enable to customize the data on the print out for estimates, orders and invoices or any other document on
PDF.

Sales Orders
This menu option enables to set ON or OFF the client's shipping address on the PDF Documents. Those labels are:
• Client
• Contact
• Address
• City
• Zip Code
• Country

14

Taxes

This section enables to manage how taxes will be applied. Some labels are highlighted in order to have options to
choose from the pop-up windows. Those options will help you to customize the preferences on taxes. Those labels
are:
• Apply Sales Taxes, when you tap on it you will have three options to apply like Global, Per Clients and Per
Products
• Calculate before discounts, its default is ON
• Show Tax Amount, its default is ON
• Tax Name, when you tap on it you will see a window to change the name
• Preset Value, tapping on it you will set a value for the 1st tax
• Shipping Tax tapping on it will set a value on the client's shipments
• Tax 2 Name, this is an additional in case you have two taxes
• Preset Value, tapping on it you will set a value for the 1st tax
• Calculate including 1st Tax, its default is OFF
• Apply on orders between, its default is ANY. Tapping on it brings a pop-window where you can give a range to
apply on the Second Tax only.
• Combine two Taxes, its default is off

Discount Structure

This menu enables to set up the Discount Structure. Those options will help to customize the discount structure.
• Type, brings a pop-window to choose from Global, Specific Client (%), Specific Client ($), Based on Total Amount
and Based on Units
• Show Discounted Price on Search and Products details, its default is ON.

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Orders

This menu allows setting up the options as ON or OFF. Those options will help you to customize the orders.
Some labels are highlighted in order to preset values for those fields.Those labels are:
• Show Order Notes, allows presetting a comment on the Estimates or Orders
• Shipping Date, allows to change the label for it, default is On
• Shipping Address, allows to change the label for it, default is On
• Shipping Fee, allows to give a default amount for it, default is On
• Allow Additional Discount, default is On
• Client PO, default is On
• Show % Discount, default is On
• Show % Tax, default is OFF
• Extended Description on PDF Files, default is OFF
• Sort Products by, default is On (Product, Category, Subcategory, Supplier)

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Custom Quantities

There are three choices to set up custom quantities in the client's orders. Those options will help you to customize the
custom quantities.
• CQ1, it is set to 100 items, on just one tap
• CQ2, it set to zero
• CQ3, it is set to zero

Invoices
This menu option enables to set up the invoices where the following may be personalized
• Consecutive Number per User, its set on
• Next Invoice Number, if it is necessary to change the pop-window enables a Prefix and the value for the next
invoice
• Next Payment Number, if it is necessary the pop-window enables a Prefix and the value for the next Payment
invoice
• Use CC Terminal payment, it is set off
• Show Client Total Balance, this would be on Invoice and PDF

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Purchase Orders
This menu option enables to apply the taxes on the purchase orders to the following
• Taxes
• Purchase Orders

Taxes
This menu option enables the setting up of taxes
• Apply Tax, the pop-window gives two choices Global or Per Suppliers, default is Global
• Preset Value, as percentage on All Purchase Tax

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Purchase Orders
This menu option enables the setting up of purchase orders.
• Show alert when credit pass over limit, it is set ON
• Next Purchase Order, on the pop-window you are able to set a Prefix and the number that follows for it
• Next Purchase Payment, on the pop-window you are able to set a Prefix and the number that follows for it

Reports
This menu option enables to manages the printable PDF data on
• Sales Report
• Inventory Report

Expenses
This menu option enables to set up the following:
• Include Sales when paying invoice, its default is off.
• Include Purchases when paying purchase orders, its default is off.
Now, if you set up any ON, you will see a pop-up window with a set of options to link to a new account or an existing
one. So they will be reflected on the expenses.

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Sync
This section refers to how you will backup data either as sync or local and Cloud Sever:
• Local
• Cloud Server
• Sync now
These options are able to help to manage and keep save your backups. When your plan is based on Cloud Service,
you are keeping a save file in the server. Otherwise, it will be kept in the device or an external hard disc.

These will be the options. When you are on Local plan
• Daily Automatic backup, its default is ON
• Maximum Backups, its default is 30

When you are on Cloud Service plan
• Sync every, its default is off, Here you can set a time to sync by minutes
• Auto sync when required, its default is OFF
• Show Alert before syncing, its default is ON. It gives a warning message on such stage.
You may see a message like
• Restore all: The next process requires restoring all files from your Cloud Server account
• Upload all: The next process will upload all files to your Cloud Server account

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Restore
This menu option allows restoring all your data in case you have issues. Therefore, you may see this menu option as
Local plan or Cloud server.
When it is on Local plan, you are able to do the following.
• Restore as new, all databases, images and settings will be set to default values.
We highly recommend creating a complete backup before proceeding with it.
When you are on Cloud Service plan, you are able to choose from the following options.
• Restore all. This will update all data from the Could Server to the device:
• Restore data only
• Restore all images only
• Restore small images only
• Restore large images only
• Restore XL images only

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3 MAIN MENU

DATABASE
In this menu you are able to enter and save all the data through tables. They allow you to process the data
quickly and securely in which you may add, delete or modify the information in an efficient and organized way.

Tapping on each of the menu options and the question mark "?" will give you further details about them.

Clients
Paid version will allow unlimited clients however in order to not exceed the usage of memory and find clients efficiently
it will only display up to 50 occurrences per page.
This view has on the top bar the Back label which brings you back to database menu. The page selector (<< 1/1 >>)
indicates you how many are there. The double upside down arrow sorts your Clients by Company and Contact. The
search box will help you to easily find any customer by Company, Contact and Phone.
Tapping on any of your clients brings you to the screen where you will be able to edit your client's data.

22

How to add a new client
Clients could be added one by one from this view or many at a time by importing or restoring a file. To add a
client from here:
• Tap on the + sign from the top bar.
• Pictures could be taken at this moment or retrieved from the photo album.
• Required fields are mark with asterisk.
• Every client can have unlimited contacts which can be used for billing and shipping or job done.
• Financial information can be different depending on the current settings. To see the options: Settings >
Orders.

There are many options to configure a client's profile. Some of the options depend on the setting configuration.
This view allows you to create one

How to create or edit a customer profile
• Tap on Database > Clients
• Tap on the + sign from the top bar
• Then tap on the blank spaces to fill them with the proper information. That is Company name, Account
Number, Other Id, and web site.

Multiple Contacts
• Each customer can store unlimited contacts with own billing and shipping information, to be able to create
orders to multiple locations.

How to add New Contact
• Fill in each blank space: Contact, Email, Phone, and so on > Save
If you have Selbuk license, you can enter an unlimited number of contacts per customer.

Import Existing Contact
Allows you to import the contacts on your iPad's contact book.

Delete contact
• Select the contact you want to delete
• Scroll down to the bottom of the screen
• Touch the delete button and then Save on the top bar.

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• Tap on the label Add New Contact
• Tap on each label to write the proper information
• When you finish on the top bar, tap on Save

Financial Information
If it is not allowed to make changes, follow these steps:
• Settings > Sales Orders > Discount Structure > Type

Discounts
• There are multiple types of discounts that can be applied to each customer, to know about all types and
configure your business to your needs please go to Settings > Orders > Discount - Price Structure.
• To be able to set the discount manually per customer you must set any of the "Customer Specific" discounts,
otherwise it will take it from the global value or the sales volume.
Taxes
• Each customer can be taxable or not. If it's taxable, the tax value can be set in different ways from Settings >
Orders > Taxes.

Credit Line
When tapping on Credit Line, you will see a pop-up window. Here you may tap on the + sing on the top right to
add specific credits for your client. You may have many as you need. Once you see it fill the spaces with the
proper information and then done.
• Title a given name for credit line
• Terms Texts to be displayed on Invoices like "Postdated 30 days check" can be customized
• Overdue to set a lap time
• Credit Limit an amount given
Credit line will alert once your customer reached the credit limit given, but you decide whether or not to process
the order.

24

How to delete a client
Deleting clients do not remove his transactions to maintain the accountability. Deleted clients cannot be restored
even by creating new clients with the same information.
• Clients > Select Client > Edit Profile > Tap on the icon "Trash".

Estimates
Before creating a quote or estimate you need to check settings for taxes, discounts and some other customizable
information.
There are also many options that you can enable or disable like shipping and handle fee, additional discounts,
shipping address, shipping date, notes, among others. To configure the settings go to Settings > Orders.
Therefore, this view allows you to create or edit an estimate. You will see on the top bar a Back label, a page
indicator, a double arrow to sort by Date, Client and Estimate. Also there is a plus sign to add new ones.

How to create a new estimate
• Database > Estimates
• Tap on New Basket > Existing Client
• Select the customer

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Notes:
• If an estimate is not finished, new baskets will be saved for later use.
• Creating new clients do not require the entire client's information, but only the contact or/and company name
information. However in order to finish the estimate you will have to add further information.
• New clients will be added to your client's list, when you finish an estimate.

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Edit Estimate
Once an estimate is created the information in it may be changed except for the client information which must be
edited in the clients menu. That is Database > Clients > tap on anyone.
You may know that this view on the top bar has a Back label, an Edit label, a basket, a dollar sign, a tag, an
outbox, a double arrow to sort by and the trash can. All highlight labels have a pop-up window to edit that field.

They allow you to do the following
• To edit, that is to delete an item from the estimate when taping on the red circle on the left of the item and
then on the delete box on the right
• To add more articles to the estimate by tapping on the basket
• To see the packing list or email it
• To email, view or print the estimate
• To sort the items in the estimate by default, product, quantity, price and code
• To delete the estimate by tapping on the trash can

How to edit an estimate
From Database > Estimates and after selecting an estimate you can:
• Tap on the Edit button to erase items in the estimate
• Tap on the + to add more items to the estimate
• Tap on any item to edit its quantity
• Edit the estimate's information (addresses, discounts, dates, notes, etc. ) Tap on any of the orange text to
edit its information.
Notes
• Finished estimates do not have associated baskets, so editing estimates will no create or modify baskets.

How to print or send an estimate by Email

To Print or Send an estimate by Email:
• Select the estimate > Tab on the “send” sign
• Send Mail or Print.

27

How to delete an estimate

Deleting estimates will not remove created baskets or clients. To remove an estimate:
• Select the estimate to be deleted > Tab on the “trash” sign.

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Sales / Invoices
Sales orders and invoices summarize the items that a client is going to buy and keep a detailed history of
accounting. As estimates, orders should be configured on the (Settings > Orders) menu before creating them.
Additionally, invoices reference numbers may be configured through the menu (Settings > Invoices).

This view gives you four submenu options which are
• All orders
• Unpaid
• Unshipped
• Returns
Tapping on each of the menu options and the question mark “?” will give you further details about them.
Also there is a back label and a plus + sing on the top bar to add new orders.

How to create an order/invoice
Orders and invoices have the same creation process.
• From Database > Sales / Invoices
• Tap on the + sign to add a new order > Tap on New Basket > Existing Client.
• Select the client > Select products to add to the basket > to check out tap on the top menu shopping cart
icon.
• To create only an estimate tap on the Q document icon or on the $ sign to create an order/invoice > From the
Finish Order Pop Up window, complete the order with the required information.
• Check your order with the Review button.
• You can create just the order or both, the order and invoice at same time.

Notes
• The Q button will generate an estimate instead of an order. You can also generate an estimate and then an
order.
• Orders or invoices are allowed to receive payments.

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Edit Order:
Once an invoice is created you cannot longer edit. All trhe information will remain in the invoice just as it was typed.
you can only edit orders that have not become invoices.

How to edit an order:
From Database > Sales / Invoices and after selecting an order, you can::
• Tap on the Edit button to erase items in the order > Tap on the + to add more items.
• Tap on any item to edit its quantity
• Edit the order’s information (addresses, discounts, dates, notes, etc) Tap on any of the orange text to edit its
information.

How to void an order/invoice
You will not be able to delete invoices, just void them. Orders may be deleted or voided.
• Database > Sales / Invoices > All Orders
• Just select the order/invoice.
• Then on the top bar on the right, tap on the (circle-minus) sign to delete or void the order/invoice from the
pop-window.

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Notes:
• You can distinguish invoices from orders because invoices have a number in the “invoice” column.
•The only thing you can do if a invoice is wrong is, to voided it.
• You can turn the order into a invoice by pressing document icon.

Received Payments

The purpose of this module is to register payments made by your clients
• A payment can be assigned to one or more invoices or to the overall outstanding debt.
• One payment can be made in different ways (i.e. A PORTION IN CASH AND A PORTION BY CREDIT
CARD). Nonetheless, only one receipt will be generated.
• Payments will be assigned to orders or invoices starting with the oldest outstanding until the full amount has
been paid.
• Payments can be automatically linked to the expenses module. Define as follows: Settings > Expenses >
Include purchases when invoice has been paid.
• Every time a payment is made by a client, the overall balance, line of credit, and so on, will be adjusted
accordingly.
Therefore, this view shows your received payments. You will see on the top bar a Back label, a page indicator, a
double arrow to sort by Payment or Date, switching to Descending or Ascending. Also there is a plus sign to add
payments.

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How to add a new payment
From Database > Received payments:
• Tap on the + sign > Select an invoice to pay > Choose the method of payment, amount to pay and if there is
an additional discount tap on Continue.
• Verify that the information on this screen is correct, select PAY and then OK to confirm.
Notes
• When entering the amount to pay you can tap on any of the invoices listed in the bottom to automatically load
the invoice amount to the field

Unpaid Invoices
In this view, you will have all the unpaid invoices that your clients have. You have a search box to look by Invoice
or Client. You may sort by balance, client, due date and invoice number by tapping on the double arrow at the top
right menu. It also lets you to switch from ascending to descending. Additionally, you have the gear icon to set on
or off to include orders not billed yet.

You will see the current balance for these documents at the bottom of the view. When you tap on any of them,
you may do the payment process on the next view.

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Pay Invoice
This view allows you to pay an invoice. The labels on the top bar will cancel or continue with the payment
process. You may identify who your client is on the top left. However, if your client has made partial payments,
they will be display on the top above the client's name.

Also there is a pop-up window on your Payment method to choose from a list of options. Additionally, there is a
discount field. Finally you will see all the invoices that you may have on that client to be paid. When you tap on
any, the Amount to pay field will be filled with the amount from the invoice you pick.

Now, if your client is making a partial payment, there is a right arrow within a circle on the right side of the
document in which by tapping on it will let you type a different amount afterward tap on done or cancel. That will
bring you back to the previous view so once you are through tap on continue on the top left to complete the
payment.

Payment Confirmation
Here you may review pyments information and also delete or voir them. You may also email or print it by tapping on the
arrow box icon. The dollar icon allows you to see if there are payments due for that client.

Payments information
To see a payments information go to Database > Received payments > (Select pyment).

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From here you can:
• Tap on the arrow box icon to print or send a payments report by email.
• Tap on the $ with arrows sing to make a payments to any other invoice that the clients has.
• Tap on the PDF report of the payments.
• Tap on (minus) sing to delete or void payment.

Suppliers

Here you can see a list with all the suppliers. You can use the search box on the top right to easily find one by
Company, Contact or Phone.

The top menu bar has a Back label, a page indicator, a double arrow to sort by Company and Contact and the
plus + sing to add one.

Tapping on any of them gives you a pop-up window. This window allows you to send an email, locate your
supplier on the map, create an order, view the orders, make a report, pay an order, and edit your supplier's
profile.

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To add suppliers you may use one of the following options:

Manually key entry one at a time
• Tap on Database > Suppliers > and the "+" sign at the right top side of the window.
• Import an existing contact from the address book or key entry all data manually.
• Tap on the "Save" button at the top left side of the window.

Using a CSV file
Currently the easiest way to do it is by using a previously configured file trough a Wi-Fi connection
• From a regular computer, download the Sample File.
• Uncompressed, open the Providers.cvs file and replace the data (leave the column names) with your providers
data.
• With the providers file completed, tap on More > Sync > Connect.
• Once the http://192.168… is displayed, type it on your computer's browser, look for the file and transfer the file to
Selbuk.
• To restore the just transferred file to the applications, tap on the file name from the Sync > Backups button located
on the top menu.

New Supplier
This view enables to create a new supplier's profile.

How to create a supplier's profile
• Tap on Database > Suppliers
• Then tap on the blank spaces to fill them with the proper information. That is Company name, Contact,

Account Number, web site, and so on.

How to add a supplier from address book
• Tap on Database > Suppliers > and the "+" sign at the right top side of the window.
• Tap on the highlight label Import Contact from Address book
• Then tap on the "Save" button at the top left side of the window.

Note:
Company, Contact and Phone 1 are required fields.

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All purchase orders & Unpaid:

This view displays all your purchase orders by date, order and amount. You may use the search box find one by
order number.

The top bar has a Back label, a page counter, a double arrow to sort by Order, Date and Supplier switching on
Ascending or Descending. The plus sing + is to add a new purchase.

Tapping on any of the purchases will show the items on it. A highlighted documents mean that is paid already.

Additional, when you tap on unpaid, you may see your unpaid purchase orders. Once you have tapped on the
unpaid purchase orders. Once you have tapped on the unpaid purchase orders you will be able to see the ones
that have not been paid yet. Thus you may pay one by tapping on the order. Then you would see your order and
tapping on the dollar sing you could pay it.

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Edit purchase order

This view displays your purchase order by picture, name, quantity and amount.

The top bar has a Back label, an Edit label, a Basket, an outbox, a PDF icon, an inbox, a dollar, a dollar sing and the
trash can.

They allow you to do the following:

• To edit a purchase order, that is to delete an item from your order
• To add more articles to your order by tapping on the basket
• To email or print your purchase order by tapping on the outbox
• To generate a PDF file
• To add your goods to the inventory by tapping on the box
• To pay your purchase order by tapping the dollar sign $ or even void it when it has been paid
• To delete it by tapping on the trash can

Reports:
This view displays on the rigth side the summary inventory report based on the price selected. you may have it on All
Products, by Supplier, By Category. On Sale and Discontinued when you are at Reports > Inventory

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The labels on the top bar enable to sort and show the information on the PDF document.

• Edit, sort the inventory report by the options given, the default is on. Tapping on sort on the pop-up window
disables them .
• Detail generates afile as CSV or PDF.
• Rigth arrow box, emails, export or print options.
• PDF, generates an inventory summary.

How to display unventory by supplier

• From database
• Tap on supplier
• Select supplier
• On the pop-up window tap on reports
• Tap on inventory

Edit profile

Your supplier information may change and it is important to keep this database updated. This section gives you the
option of editing any contact information with ease.

All highlighted labels will pop-up a window with options when tapping on them to allow the edition of those fields.

How to edit contact’s information

From Database >Suppliers

• Select the contact you want to edit.
• On the pop-up window, tap on edit profile.
• Tap on any field to edit it.
• Tap on save button when finish

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Purchases
This view allows you to keep track of purchase orders made to the respective supplier. They are grouped into two
sections, all orders and orders without paying.

How to Add a New Order

From Database > Purchases
• Tap the + sign at the top of the screen.

New Purchase Order

You can create an order by selecting all products, by suppliers or by category. There is a double arrow on the top bar to
show the product information.

Each of the mentioned options displays a menu to make easier and more specific the new order. To the right side of
the screen, generates a list according to the option you have chosen. In the blank space, type in the number of items
required and once it is done tap "Finish".

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Keep in mind
• Database > Purchase > +
• Pick your option (All Products, By Supplier or By Category)
• Pick your sort by.
• Fill the blank spaces with the amount to purchase.
• Once it is done, tap on Finish

Payments Made

This view displays all your payments made by payment number, supplier, date and amount. You may use the
search box to find one by confirmation number or supplier.

The top bar has a Back label, a page indicator and a double arrow to sort by Payment, Supplier and Date,
switching on Ascending or Descending. The plus sing + enables you to pay a purchase order that have not been
paid yet.

Tapping on any of them will show your payment

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Payment confirmation

This view displays your payment confirmation based on a purchase order.

You may see a Done label, an outbox, a dollar sign, a CSV icon and a circle with a minus.
They allow you to do the following
• To email or print your purchase order by tapping on the outbox
• To know if you have an unpaid order by tapping on the dollar $
• To generate a PDF file
• To delete or void it by tapping on circle with the minus

Unpaid Purchase orders

This view displays all your unpaid orders by order number, due date and balance.

Once you tap on any of them, you will see your order and it if it is necessary

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Pay purchase order

This view allows paying the supplier's order. When tap on Continue, it will complete the purchase order payment
process. When tapping on the highlighted labels, they will show a pop-up window with options to choose from like the
Payment Method and Payment date option. Payment method label is on cash by default.

The purchase orders section displays the order. When tap on the blue circle, the amount for the order could be
different.

When tapping on the highlighted date, you may change the date for the payment.

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Products
Important Notes
• Full version allows unlimited products.
• SelBuk displays up to 50 products per screen and uses a search box by name or code on the top bar. To find
products more efficiently, it narrows the list upon the data entry.
• To edit, duplicate or delete a product tap on the related product and do it on the next screen.
• To make changes more efficiently, you may use the two top menu options to filter by category, supplier and
on sale. Tapping on the options will pop-up a window to choose from.
• To sort by many options.
• To set on or off the fields to search by.
• To show the products information by setting them on or off.
• To add new products.

This is very important to keep in mind.

When is the inventory modified in SelBuk?

SelBuk manages two quantities Inventory and Available
• Inventory refers to what must have physically at the store, the warehouse or where you have your goods.
• Available refers to what is in the inventory less what is in the orders for shipping. For example if we have
100 units of a product in store and several orders with a total of 30 units to be shipped, the users will be able
to know that out of the 100 units there are 70 units available to offer.

The inventory value is modified under the following conditions
• When shipping an order, not when it is create or when creating the invoice
• When a shipped invoice is voided or modified
• When receiving products from a purchase order, not when creating the purchase order
The available value changes in the following cases
• When creating a sales order, not when shipping it or creating the invoice
• When a sales order is voided or modified
• When receiving the products from a purchase order, not when it is created

How to add new product manually?

• Before adding a new product for the first time, it's important to define every option from Settings > Products,
as some fields may not be visible or have different options depending on the application configuration.
• To create a new product manually you must be at Database > Products and tap on the "+" sign.
• Required fields will be displayed with an *, the other ones may be filled out later if needed.

How to add multiple products from a single file?

Currently the easiest way to do it is by using a previously configured file trough a Wi-Fi connection
• From a regular computer, download the sample.zip
• Uncompressed the sample.zip, open the Products.cvs file and replace the data (leave the column names)
with your products data.
• With the products file completed (find out other details below), tap on More > Sync > Connect.
• Once the http://192.168... is displayed, type it on your computer's browser, look for the file and transfer the
file to SelBuk.

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• To restore the just transferred file to the applications, tap on the file name from the Sync > Backups button
located on the top menu.

How to duplicate a product?

• To duplicate a product you need to be at the product edition view. Database > Products > Select the original
product.
• Tap on Duplicate from the top bar menu.
• Change the product information before saving it.
• Tap on the Save button. You will see that the original product will be displayed instead of the new one, this is
done to continue adding products from a based one.

Consider this when creating CSV files

• There are many reasons for which products may not be copied when restoring the file to the database.
Please read this carefully.
• Files must be CSV (comma-separated values) type except "Settings" which has xml format.
• We highly recommend using the files already preconfigured in the Sample File replacing the content and
leaving the column titles.
• Column names cannot be changed at all.
• Each record must finish with the value eol (end of line) as shown in the sample.
• ID values are required and must be different. Make it auto numerical would be the best but in any case they
cannot be repeated in the same file.
• There is no need to fill out values with zeros. If nothing is there, SelBuk will assume a default value.
• The column separator is the comma, so that do not use commas as part of the content.
• Use only alphanumerical characters, symbols such us ®, †, œ, line separators, and so on, may not be
recognized and generate problems.
• Database and Images folders and sub folders cannot be renamed. They must have exactly the same name.
• All files must be compressed at the end into only one file with any name. Do not create a folder to include
both the Database and Images folders, just select both and compress them from there.

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Edit Product

Important Notes

• Before adding or editing a product for the first time, it is important to define every option from Settings > Products,
as some fields may not be visible or have different options.
• To edit a product just do all changes from this view and tap the "Save" option to confirm it.
• Changing prices does not modify estimates, orders or invoices made previously.
• If you want to duplicate a product tap the button with number 10 in it, change the name, any other fields and tap the
"Save" button.
• If you want to delete the product, use the recycle bin from here, but make sure you are deleting the right one
because there is no way to recover it. New products even with exactly the same data will have a different ID.

All highlighted labels will pop-up a window with options when tapping on them to allow the edition of those fields.

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Categories
You may control anything relating to categories from this screen. You may edit their name or simply add a new
category.

Categories
• Select Database > Categories
• Select a category to modify or remove simply by touching it.
• You may add a new category by selecting the + sign on the top right corner
• Access the Catalog to view the products that belong to each category

New category

This view allows creating a new category for a set of items grouped under specific features. It will be related to specific
products. So when you are creating or editing a product you will see the label Category and from the pop-up window
y o u w i l l p i c k i t . H o w e v e r, y o u w i l l b e a b l e t o c r e a t e o n e o n t h e p r o d u c t s v i e w a s w e l l .

That is, Database > Products > "item" > Category > +

How to add a new category

• Tap on the plus + sign
• Type a name for it
• Once you finished, Save

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Edit category

In this view, you may rename or delete any of the categories.

• Tap on a Category Name
• Rename the category, touch SAVE once finished
• Or delete the category here

Subcategories
The subcategories added or changed when editing a product, will be reflected on this screen, entering the category.

How to add a new subcategory

• From Database > Products > Select Product > Tap on Subcategory
• Tap on the + sign at the top of the pop-up screen
• Type the name of the new Subcategory
• Save
• Toque guardar

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Edit Subcategory

In this view, you may see your subcategories. You will be able to edit or delete one. Follow the steps below to do so.

• To edit or delete a subcategory select one and make the necessary changes.
• To add a new subcategory tap the + sign on the top of the screen.

Expenses
In this menu, you are controlling your bank accounts. You will keep track of the funds whether you have or not. You
may add more accounts such as income and expenses, check on your accounts balance and record your expenses
and earnings. Thus you are able to manage your income based on your sales and your goods purchased based on
expenses.

In addition, you may generate a consolidated report grouped by accounts or categories generating it by current month
last month or custom date range. You add accounts by tapping on the plus sing + on the top right.

Your total balance appears at the bottom of this screen

How to add an account

• Expenses > plus + sign, on the top right corner or
- Database > Expenses > plus + sign, on the top right corner
• Once you have done it, assign a name to it
• Then tap on Save, on the top bar on the left

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This view allows adding a new account to your expenses.

• Database > Expenses > plus + sign, on the top right corner or
- Expenses > plus + sign, on the top right corner

How to view an account

This view allows checking on the account or adding a new expense to it. You would be able to sort by date, name or
category when tapping on the double arrow on the top right or to add an expense by tapping on the plus + sign.

You may tap on any of the expenses to get detail information for it.

• From Database > Expenses > Choose a bank account you see or edit its information.
• Once selected you may view the screen with all the transactions for this account.
• Tap on any to see the detail for it.

How to add a new entry to the account

This view allows creating a new entry for the account. You would see a name, detail and amount labels. When tapping
on the box below them, you may enter the information needed. There is a category field to assign one from a pop-up
window to the entry. Also there is a date field to assign one from a pop-up window to the entry. Below, you would see
two labels Income and Expenses to assign to the entry when you tap on either one.

• From Expenses
• Tap on the account

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• Name the entry, by tapping on the box below *Name
• Then tap on next to fill the next box
•Tap on category, to assign one to the entry
• Tap on date, to assign a date to the entry
• Tap either one Income or Expense
• Once finished tap on Save

The category pop-up window would allow adding with the plus + sign on the top right corner. When tapping it. The
categories have an arrow circle when tap on it you would be able to edit the name or delete it.

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Notes
In this option, you may see a list of your client's reminders. In addition, you may create or modify them quickly.
They let you know about your client's needs as well as your company's request for any activity whenever you
need to be reminded by sending an alert.

Your notes will be highlighted until are due. As matter of fact, notes are attached to the SelBuk calendar giving
you the option to use the Apple notification system.

In this screen you may see on the top menu bar the arrow icon which will sort by date and clients and the plus +
sign to create a new one.

How to create a new note

This view allows you to add a note. You will be able to write a message on a specific client. The first box you see
is a required field. You have to type a name for your memo. The box below it gives you enough space to write a
reminder. Date and time are the following which will remind you when the event is happening. Tapping on client
will give you the option to choose any from the list that will pop-up. When Send Alert is ON, it will remind you of
the event that will be create as soon as you tap on Save.

• From Database > Notes or Notes > “+”
• Tap the + sign at the top of the screen
• Type a title for your subject
• Write the Note Content below
• Tap on Date and time to set them
• Tap on Client to choose from
• Set the Send Alert ON
• Once you have finished select SAVE

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Edit Note

In this view, you may edit a previously written note.

• At the top of the screen, there are two options where you are able to email the note or delete it.

How to edit a note

• From Database > Notes > (Note Name)
• Touch the Note Subject or Content to edit
• Tap on Date or time to edit them
• Select SAVE once you have finished.

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SALES
In this menu you are able to create the estimates, sales orders and invoices through baskets on clients as well as
a quick sale. Also there is an option to create returns. Baskets hold the products that a client wants to buy.

Please be aware, before you are creating an estimate or order you should have created your products. However,
if you have a new product, you may tap on database > products > "+" to add it. Once it is created you may tap
again on sale and add that new product to your client's basket.

• The estimates and orders must be configured taping on Settings > Orders before creating them.
• Additionally, the reference numbers of the bills are configured at Settings > Invoice > Next Invoice Number.

Now, keep in mind that you may do all your sales transactions without accessing internet.

The process when creating estimates, orders and invoices is the same as the seen before at the database sub
menu (Estimates, Sales/Invoices options). Though from this main menu option, there is a direct access to the
options for creating new baskets.

Returnin items

This view allows you to see the returns made by your clients. You will be able to sort by date, return and client as
well as to create them, too.

When you tap on a return, it will show the items return to the inventory.
How to create a return

Please follow these steps:
• Tap on the plus sign + on the top right
• Select a client
• Select the product (you would see the quantity for them)
• Select the invoice that will have that item to be returned
• Select the quantity to return
• Tap on the basket
• Tap on the R icon

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This way you would have created a return on a specific client.
• toque el icono con la R

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CLIENTS
In this view, you will see unlimited clients. However, in order to not exceed the usage of memory and find
customers efficiently it will only allow up to 50 occurrences per page.

Here you may get the most of your client's dashboard. You will be able to see all the records on the transactions
related to them such as your client's personal data, financial information, sales charts, and their agenda after you
tap on them.

Also you will see the search box on the top right corner which will help you to easily find any customer. There is
an arrow icon on the top menu bar to sort by Company, Contact and Basket. You may add a client with the plus +
sign as well

Clients Dashboard.

In this view, you will get the most of your client´s dashboard. You will be able to see all the
records on the transactions related to them such as your clients personal data financial
information, sales charts, and their agenda after you tap on them.

You may see on the top bar menu a Back label, an email, an outbox and a document icon.
They would do the following:
• Back to go to the previous view
• Outbox to email, view or print
• Basket to add items to an estimate, order or invoice
• Document to add a note
You may tap on the yellow labels to easily process your clients transaction. They would help
you to edit your clients sales chart in a simple way. This sales chart is group by categories and
products based on a wide range of date options as well as three styles, bars, lines and pie to
see them.

Additionally, when you have sales group on All and style on Bars, you may tap on the bar on
the graph to see the Orders/Invoice related to it.

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How to add a new client

Clients could be added one by one from this view or many at a time by importing or restoring a file. To add a
client from here:

• Tap on the + sign from the top bar.
• Pictures could be taken at this moment or retrieved from the photo album.
• Required fields are mark with asterisk.
• Every client can have unlimited contacts which can be used for billing and shipping or job done.
• Financial information can be different depending on the current settings. To see the options: Settings >
Orders.

How to delete a client

Deleting clients do not remove his transactions to maintain the accountability. Deleted clients cannot be restored
even by creating new clientss with the same information.

• Clients > Select Client > Edit Profile > Tap on the icon "Trash".

How to delete a contact

• Select the contact to be deleted
• Scroll down to the bottom
• Tap on Delete

New Client
There are many options to configure a client's profile. Some of the options depend on the setting configuration.

This view allows you to create one

How to create or edit a customer profile

• Tap on Database > Clients
• Then tap on the blank spaces to fill them with the proper information. That is Company name, Account
Number, Other Id, and web site.

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Multiple Contacts

• Each customer can store unlimited contacts with own billing and shipping information, to be able to create
orders to multiple locations.

How to add New Contact

• Tap on the label Add New Contact
• Tap on each label to write the proper information
• When you finish on the top bar, tap on Save

Discounts

• There are multiple types of discounts that can be applied to each customer, to know about all types and
configure your business to your needs please go to Settings > Orders > Discount - Price Structure.
• To be able to set the discount manually per customer you must set any of the "Customer Specific" discounts,
otherwise it will take it from the global value or the sales volume.

Taxes
• Each customer can be taxable or not. If it's taxable, the tax value can be set in different ways from Settings >
Orders > Taxes.

Credit Line

When tapping on Credit Line, you will see a pop-up window. Here you may tap on the + sing on the top right to
add specific credits for your client. You may have many as you need. Once you see it fill the spaces with the
proper information and then done.
• Title a given name for credit line
• Terms Texts to be displayed on Invoices like "Postdated 30 days check" can be customized
• Overdue to set a lap time
• Credit Limit an amount given

Credit line will alert once your customer reached the credit limit given, but you decide whether or not to process
the order.

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REPORTS
In this menu, you are able to view the reports in an organized way so you may tap on Sales, Tax Collected,
Inventory, Unpaid Invoices, Received Payments and Expenses so that you may see their respective report as a
PDF or even email them. However, some of them are available on a date range, allowing you to select a time
range to generate your reports.

Sales

Reports > Sales > Sales and Profit

This section displays a submenu to generate each of the reports, which will be on the right side of the screen. In
Custom date range you can select in a precisely way a report.
Selecting different options of the report in Sales, you are able to:
• Send via Email, Export and print by tapping the arrow icon.
• Generate a PDF file of the report. This PDF file can be printed or sent via email.

Reports > Sales > Products Sold

This section displays a submenu to generate each of the reports, which will be on the right side of the screen.
Also there is an option to sort by category
• Here you may send the report generated by e-mail, export or print it by tapping the arrow icon.
• Generate a PDF file of the report. This PDF file can be printed or sent via Email.
• You can also sort the report by displaying the menu icon of the two arrows next to PDF icon.
• To generate a CVS file tap that icon. The PDF icon changes to CVS, tap on it to generate the file.

Tax Collected

• Allows you to generate the report for the current month, last month and by Custom date range.
• These reports may send via email, print or export.
• You may also generate a PDF file and send the report via email

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Inventory

It allows the user to generate reports regarding to:
• All products / By supplier / By category / On Sale / Discontinued.
• Based on price A > Generates a pop-up screen with the price list.

Unpaid invoices

You are able to:
• Send the report via Email, export it or print it.
• Sort the report by balance, client, due date or invoice.
• Gear icon allows to include orders not billed yet
• Generate a PDF or CVS file of the report

Received Payments

You are able to:

• Send the report via Email, export it or print it.
• Sort the report by payment or date.
• Generate a PDF or CVS file of the report.

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Expenses

You may generate a Consolidated report, group by accounts or group by categories, generating it by current
month, last month or custom date range.

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CATALOG
In this menu, you are able to show your products' catalog in a graphic way as Catalog or Price list within your
preference fields or by grouped categories. You may add or edit your products with their attached images, detail
descriptions and cost for each one of them.

You may select which way you wish to show your goods. You may look at them by supplier and sort your products, too.
Therefore, you are able to create a sales order with the option to email or print them as a PDF.

Keep in mind that when you are adding or editing products you may also do it from Database > Products > +.

To add a new product
• From Catalog
• Add the information of the product.

View by Price list
• From Catalog > Price List
• You will be able to see the products grouped according to category by
-All Products
-On Sale

Icons on Price List screen top bar

From Catalog > Price list > All products, on sale or category, you will be able to:
• Select supplier, from the pop-up window to display them, tap on one
• Double arrow icon, sort products by name, code, price, best seller, available and coming
• Edit the search fields with the icon "magnifying glass"
• Basket, creates a new basket
• Arrow icon, Send via e-mail, export, view or printAdd a new product by tapping the + sign
• At the top of the screen, you can edit the product by tapping on the "edit" icon
• Tap on the icon next to "edit", to view or shop the product. The icon changes to "Shop" and "View" every time you
tap it
- View allows creating a new basket
- Shop allows displaying a full image of the product and features

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How to edit a product
• Tap on Edit
• Tap on any product
•Do the necessary changes
• Then Save and Done

How to generate an order

• Tap on the label next to edit
• Make sure is on View

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• Tap on any product
• Then New Basket
•Pick your option (New Client or Existing Clients)
• Next give a quantity to the item picked

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EXPENSES
In this menu, you are controlling your bank accounts. You will keep track of the funds whether you have or not. You
may add more accounts such as income and expenses, check on your accounts balance and record your expenses
and earnings. Thus you are able to manage your income based on your sales and your goods purchased based on
expenses.
In addition, you may generate a consolidated report grouped by accounts or categories generating it by current month
last month or custom date range. You add accounts by tapping on the plus sing + on the top right.

Your total balance appears at the bottom of this screen.


•Expenses > plus + sign, on the top right corner or
- Database > Expenses > plus + sign, on the top right corner

Editing Account´s name

This view allows changing the name for the account when you have tap on the arrow circle on the right end of the
account that have been tapped.

Once you have changed the name tap on Save or Cancel to go back.

How to change an account's name

• From expenses
• Tap on the blue arrow circle
• Type in the new name
• Tap on Save

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How to view an account

This view allows checking on the account or adding a new expense to it. You would be able to sort by date, name or
category when tapping on the double arrow on the top right or to add an expense by tapping on the plus + sign.

You may tap on any of the expenses to get detail information for it.

• From Database > Expenses > Choose a bank account you see or edit its information.
• Once selected you may view the screen with all the transactions for this account.
• Tap on any to see the detail for it.

How to add a new entry to the account

This view allows creating a new entry for the account. You would see a name, detail and amount labels. When tapping
on the box below them, you may enter the information needed. There is a category field to assign one from a pop-up
window to the entry. Also there is a date field to assign one from a pop-up window to the entry. Below, you would see
two labels Income and Expenses to assign to the entry when you tap on either one.

• From Expenses
• Tap on the account
• Name the entry, by tapping on the box below *Name
• Then tap on next to fill the next box
•Tap on category, to assign one to the entry
• Tap on date, to assign a date to the entry
• Tap either one Income or Expense
• Once finished tap on Save

The category pop-up window would allow adding with the plus + sign on the top right corner. When tapping it. The
categories have an arrow circle when tap on it you would be able to edit the name or delete it.

Review pages 45 and 46

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4 SYNC
In this menu, you may manage how your backups will be done. You will see two options when local and one
when you are on SelBuk's optional plan cloud server. Backups are necessary to help you to keep your
information saved at any time.

You will be able to have a complete backup everyday as local, but when you are using SelBuk's optional Cloud
Service plan, you will be able to synchronize your device with your website data anytime you see it necessary.
Thus, allowing you to have your data updated and saved.

In addition, there is a sample database on local mode that allows you to understand and use the application.
Though, you may restore it as many times as necessary.

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5 WIFI-DISK AND NOTES

Wifi Disk
In this view, you are able to wirelessly connect and save multiple files of vital importance for your business such
as balance sheets, reports, products, photos, and notes among others.

This way you will able to open your files from your device any time wherever you are.

On the top bar there is a label with an URL address - WIFI Disk (http://192.168.1.x:xxxx,) please type it on your
web browser and upload your files from your personal computer and then Submit.

Even though, if you want to delete a file from the WIFI Disk, just tap on the Edit at the top of the view. Then you
will see a red icon by the left side of your files. Tap on the one you wish to delete. The icon will stay upright and a
delete box will appear on the right side of the file name, but if you selected a file that you did not want to delete,
tap again on the red icon. When you are finished, tap done.

Notes
In this option, you may see a list of your client's reminders. In addition, you may create or modify them quickly.
They let you know about your client's needs as well as your company's request for any activity whenever you
need to be reminded by sending an alert.

Your notes will be highlighted until are due. As matter of fact, notes are attached to the SelBuk calendar giving
you the option to use the Apple notification system.

In this screen you may see on the top menu bar the arrow icon which will sort by date and clients and the plus +
sign to create a new one.

69

New Note
This view allows you to add a note. You will be able to write a message on a specific client. The first box you see
is a required field. You have to type a name for your memo. The box below it gives you enough space to write a
reminder. Date and time are the following which will remind you when the event is happening. Tapping on client
will give you the option to choose any from the list that will pop-up. When Send Alert is ON, it will remind you of
the event that will be create as soon as you tap on Save.

How to create a new note
• From Database > Notes or Notes > “+”
• Type a title for your subject
• Write the Note Content below
• Tap on Date and time to set them
• Tap on Client to choose from
• Set the Send Alert ON
• Once you have finished select SAVE

70

6 NEW - ABOUT- MESSENGER

New
This view posts the latest innovations and solutions on your SelBuk system. This way you will know the new
things that have been developed for this version.

About
In this section, you will be able to get all the assistance from our SelBuk support team by emailing us your issues.
They are done in two ways Support and Bug report.

How to get support

• Tap on Support
• Then on the email window tap above Send from my iPad to write your request

How to send a Bug report

• Tap on Bug report
• Then on the email window tap above Send from my iPad to write your issue

This way your request will be answer in short time. You may also write a review telling other users your point of
view at App Store.Usted también puede escribir su opinión y contarle a otros usuarios su punto de vista en la
App Store.

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Messenger
Here you will be constantly kept post of the upcoming developments and things that are happening in SelBuk,
Web.Selbuk and WebStore. You will know that there is some news when you see it highlighted. So be sure to
check out our posts.

Keep in mind, tapping on Settings > User / Company > Messenger > Use Alert > ON

This way allows you to know about our solutions, pointing out how to use and take advantage of all the services
that we offer.

NOW AVAILABLE IN APP STORE SELBUK VERSION 5.1.4 January 30, 2013

New in SelBuk WebStore January 16, 2013

Where: Administrator account > Headings > Settings option
1. Option to edit the shipping information
2. In order that the customer may edit the information according to the settings in the WebStore
3. Option to manage the search box
Yes: Send to contact us if there is not any result on the search
No: Shows the following text with the answer from the search:
Your search - did not match any products.

Where: Administrator account > menu categories pencil
1. Option to unable categories that does not show the categories or products
When the category is leave on CERO, it will be not shown in the category menu and the products according to
the categories
will not be seen either on the web site or the search box
The categories will be displayed if at the category display order is greater than cero

Where: New clients
1. An e-mail will be sent to the administrator when a new customer is register in the web site

Where: Administrator account > Contact Us > E-mail option
1. Option to change the e-mail where the contact us information will be sent

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SelBuk User Guide - Ipad version

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