Help centre

31 tasks in Dashing, step by step, with the real names of the buttons.

Every page here is one task: what to press, in order, what happens in the books afterwards, and what the system does not do. Each page was checked against the product and carries the date of that check, and the search box above searches all of them.

Getting started

Creating your account and business in DashingFrom the sign-up page to your first products: three quick questions about trade, currency and selling style, then four fields for the account.6 steps
Moving your products from Loyverse, Excel or another programExport the items from the old program and upload the file as it is: a Loyverse export is matched by its header, any other sheet by its columns, the rest by hand.3 steps

Selling

Creating an offer or promo code and applying it at the tillFrom pricing & offers: "New offer" as a percentage, fixed amount or buy-get, with a promo code, period and minimum cart, then the code at checkout.6 steps
Payment methods at the till: cash, card, Zain Cash, credit, and splitWhat each option at Charge means and where the money is booked: cash in the drawer, card and transfer in a bank account, credit on the customer, and splitting.5 steps
Printing the receipt, saving it as a PDF, or sending it on WhatsAppFrom the invoice page: "Save & print" for an 80 mm thermal printer, "Print PDF only", or "Send" on WhatsApp with a link the customer opens on their phone.5 steps
Returns with or without a receipt, in cash or as creditRecording a returned item: by finding the original invoice or without it, choosing the units returned, refunding in cash or as credit, and the effect on stock.6 steps
Your first sale at the cashier: scan, quantity, discount, and chargeSelling from the fast mode: scan or type the item, change quantity or price with the F keys, hold a sale and resume it, then Charge, with the real button names.6 steps

Inventory

Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.7 steps
Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.5 steps
Categories: creating them and categorising items in bulkAdding a category from "Manage categories" or while creating a product, categorising several items at once, and where categories show at the till and in reports.4 steps
Cycle counts: counting a shelf without stopping salesCreating a "New count", entering the "Counted quantity" per item, reviewing "Variance" and "Variance value", then "Commit count"; differences are booked automatically.5 steps
Importing products from a CSV file (with opening quantities)A CSV with code, name and price (required) plus cost, quantity and barcode (optional), then "Import products": a dry run first; per-row errors never stop the rest.5 steps
Printing barcode labels for itemsFrom the inventory screen: "Print labels", search the items and add them with the number of labels, then "Print" on a label printer or label sheets.4 steps
Reorder suggestions and turning them into purchase ordersWhen an item falls below its minimum it appears in "Reorder suggestions"; review quantity and supplier, select, and "Create purchase orders" for a draft per supplier.5 steps
Transferring stock between branches and confirming receipt"New transfer" from one store to another, "Send transfer", then "Confirm receipt" in the receiving branch, with owner approval if enabled, and suggested moves.5 steps
Units: selling the carton and the piece of one item with two barcodesDefining a unit (carton, dozen, kg) by how many pieces it holds and its own barcode, so stock is deducted in the base unit whatever the unit sold or bought.5 steps

Customers & debts

Adding a customer and setting a credit limitCreating a customer from the customers screen or the till, setting the credit limit, price list and group, and what happens when a credit invoice exceeds the limit.5 steps
Collecting a payment from a customer who owes youRecording a payment from the customer page with "Collect payment": amount and method (cash, card, transfer), allocated to invoices oldest-first.5 steps
Issuing a credit or debit note for a customer or supplierWhen to use a credit note (reduce what a customer owes) or a debit note (raise it), and how to issue one from the customer or supplier page.5 steps
Sharing a customer's account statement on WhatsAppFrom the customer page: "Account statement" then "Share" opens WhatsApp with a secure link valid for 30 days showing invoices, payments and the balance.4 steps

Buying & suppliers

Requesting quotes from several suppliers and comparing themA "New RFQ" with requested items, sending it, "Add quote" per supplier with a price per line and lead time, then "Quote comparison" and "Convert to PO".5 steps
Suppliers and purchase orders: create, send, receive in part, and payFrom the Buy screen: "New supplier", a "Purchase order" with products and payment method, sending it, receiving in full or in part with batches, then "Pay supplier".6 steps

Money & reports

Closing a month, closing the year, and reopening eitherMonth-end close: "Lock" a reviewed month so nothing dated inside it is accepted; the year's "Close period" posts the closing entry; both reopen for corrections.4 steps
Logging an expense with a photo of the receiptFrom the expenses screen: "Log expense" with amount, category, payment method and a receipt photo, categories and budgets, and how it shows in the income statement.6 steps
Posting a journal entry by hand, and reversing one"New entry" on Transactions: an accrual, a correction or a move between accounts, balanced lines and a written reason; open a row for its lines; reverse one by hand.6 steps
Reading the reports: income statement, balance sheet, aging, and taxWhere each report lives on the Financial screen and what it answers: income statement, balance sheet, cash flow, general ledger, sales, inventory, expenses, aging.7 steps
Settlements: reviewing drawer closes and recording a depositThe Settlements screen: every branch's shift closes with their status, each shift's report, "Record deposit" to move cash to the bank, safe or owner, and reconciliation.4 steps

Staff & shifts

Adding a staff member and setting screen permissionsFrom the staff screen: "New employee" with name, role, login email and password, then "Screen permissions" per screen; what a cashier sees, and where actions are logged.5 steps
Opening a shift, recording cash movements, and closing with a countThe daily drawer cycle: "Open shift" with the opening count, cash in / out during the shift, then "Close shift" with the counted cash and a reason for the variance.5 steps

Settings & branches

Adding a branch and switching the active storeFrom Settings: "Add branch" with a code and names in three languages, deactivate or activate it, then switch the "Active store" at the top to see one branch or all.5 steps
Switching the interface language and the light or dark themeEvery user picks their own language; عربي, کوردی or English; from the language button at the top, and the light or dark theme from Settings.4 steps

Dash & offline

Asking Dash and approving what it proposesOpen "Ask Dash", ask in Arabic, Kurdish or English, read the answer from your numbers, and approve any change it proposes from the approval card.5 steps
What works offline, and how to read the sync statusThe cashier sells without internet and uploads sales once when the connection returns; what the status badge means, and what still needs a connection.5 steps

The longer guides, the ones that explain why before how, are on the blog.