Choosing the application that matches your trade

The first question after you open an account is what you deal in. The answer decides which application you get — which is to say, which screens are in the list down the left-hand side.

Ten applications, one system

Inside, the money, people and reporting screens are the same in all of them. What differs is the trading half: a pharmacy needs batches and expiry dates, a restaurant needs tables and orders, a farm needs animals and feed. That is the whole difference.

When you fall between two

Plenty of businesses do not sit neatly in one box. The rule that settles it: take the thing you do most often in a day.

• A hundred counter bills a day and two wholesale challans a month? Take retail.
• Twenty big consignments a month and nothing over a counter? Take wholesale.
• If you sell medicine, take the pharmacy. Expiry tracking is not in any of the others, and without it there is no way to catch a strip that has gone out of date.

If you get it wrong

Nothing is lost. You can open a second workspace — tap your shop's name in the top left corner and choose to add a business. Give the new workspace a different application; both run at once, and you can move between them from the same place whenever you like.

Opening a second branch works the same way. Each branch gets its own workspace, its own stock and its own due ledger — but one login.

Worth doing before you decide

Walk through the demo workspaces first. There is one for every application, already carrying months of trading, including the days that went wrong. Nothing you touch in there reaches your own shop.