Complete reference

Documentation

Full guides for every SehaCore module: POS, inventory, warehouses, accounting, HRM, reports, and more.

1. Overview

SehaCore is an all-in-one business management platform for retail, wholesale, and growing enterprises. It combines point of sale (POS), inventory, multi-warehouse operations, accounting, human resources (HRM), and analytics in a single system so that sales, stock, and financial data stay in sync.

Main modules

  • Point of Sale (POS): Fast checkout, barcode scanning, hold/resume, receipts, customer linking.
  • Inventory: Products, stock levels, adjustments, batch/expiry, stock-taking.
  • Multi-Warehouse: Unlimited locations, per-warehouse pricing, stock and money transfers.
  • Sales & Invoicing: Sales orders, invoices, customers, payment recording.
  • Accounting: Double-entry bookkeeping, chart of accounts, journals, financial reports.
  • HRM: Employees, attendance, leave, payroll, payslips, sales targets.
  • Reports & Analytics: 20+ reports with date and warehouse filters, export to PDF/Excel.
  • AI Assistance: Natural-language questions answered from your data.
  • Multi-Currency & Role-Based Access: Multiple currencies and granular permissions.

Access the app from any modern browser. Data is stored securely in the cloud and syncs in real time across users and devices.

2. Getting started

Creating an account

Go to the SehaCore login page and choose “Sign up” or “Register.” Enter your email, create a password, and complete any verification step (e.g. email link). Once verified, log in with the same credentials.

First-time setup

  • Business profile: In Settings (or Business / Company), enter business name, address, tax ID, and default currency. This is used on invoices and reports.
  • Warehouse: At least one warehouse is required for stock. Create it under Inventory or Warehouses. You can add more later for multi-location.
  • Products: Add products with name, SKU, price, and category. Optionally set barcode, cost, and opening stock per warehouse.
  • Users & roles: Invite team members and assign roles (Admin, Cashier, Accountant, etc.) so permissions match their job. See Role-based access.

After setup, you can start recording sales from the POS, create sales orders and invoices, and run reports. Accounting entries are created automatically when you enable the accounting module and link it to sales and purchases.

3. Point of Sale (POS)

The POS is used for in-person or quick sales: add items, apply discounts, take payment, and print or email receipts.

Using the POS screen

  • Adding items: Scan barcode with a scanner, or search by product name or SKU. Select the product and optionally change quantity. Repeat for multiple items.
  • Discounts: Apply a percentage or fixed discount to the whole sale or to individual lines, depending on your configuration.
  • Customer (optional): Link the sale to a customer for history and loyalty. You can select an existing customer or create one on the fly.
  • Hold & resume: Save the current sale (e.g. “Hold”) and resume it later from the POS. Held sales appear in a list until completed or cancelled.
  • Payment: Select payment method (cash, card, etc.), enter amount if needed, and complete the sale. Change is calculated when paying by cash. The sale is recorded and stock is reduced.

Receipts and printing

After payment, you can print a receipt (if a receipt printer is configured) or send a receipt by email. Receipt layout and fields can usually be adjusted in Settings. Ensure the product has a barcode if you use barcode scanning; barcodes can be printed from the product or label-printing feature.

4. Inventory

Inventory covers products, stock levels, movements, and stock-taking.

Products

  • Creating products: Add name, SKU (unique), selling price, and category. Optional: cost price, barcode, unit, reorder level, and tax.
  • Opening stock: When you first add a product or warehouse, enter opening quantity (and batch/expiry if used). This sets the initial stock on hand.
  • Variants: If supported, you can define variants (e.g. size, colour) under one product. Each variant can have its own SKU and stock.

Stock movements

  • Automatic: Sales and purchase receipts (or stock-in) increase or decrease stock automatically by warehouse.
  • Adjustments: Use Stock Adjustment to correct quantities (e.g. after a count or damage). Enter reason and reference. Adjustments can be positive or negative.
  • Transfers: Move stock between warehouses via Stock Transfer. Choose source and destination warehouse, product, and quantity. Transfers may require approval depending on settings.

Batch and expiry

If batch/expiry is enabled for a product, enter batch number and expiry date when receiving or adjusting stock. Reports can show expiring or expired batches so you can manage shelf life.

Stock-taking

Run a stock take: record physical count per product (and warehouse). The system compares with current stock and shows variances. You can approve adjustments to update system stock. Past stock takes are available in reports.

5. Multi-Warehouse

Multi-warehouse lets you manage unlimited locations with separate stock and optional per-warehouse pricing.

Warehouses

  • Creating warehouses: Add each location with a name and optional code/address. Set default selling price or use per-warehouse selling price.
  • Stock per warehouse: Each warehouse has its own stock levels. Sales and purchases are assigned to a warehouse; transfers move stock between them.
  • Warehouse accounts: In accounting, each warehouse can have linked ledger accounts (e.g. stock account per location) for valuation and reporting.

Transfers

Use Stock Transfer to move products from one warehouse to another. Use Money Transfer to move cash/balance between warehouse accounts if you track cash per location. Transfers can be approved by designated roles. Reports can be filtered by warehouse (sales, stock, valuation).

Access per warehouse

Role-based access can restrict users to specific warehouses (e.g. a manager sees only their branch). Configure this under Users/Roles and permissions.

6. Sales and invoicing

Beyond the POS, you can create sales orders and invoices for orders that are fulfilled later or sent to customers.

Sales orders

Create a sales order with customer, date, warehouse, and line items (product, quantity, price). Orders can be in Draft until confirmed. Once confirmed, you can generate an invoice from the order. Stock may be reserved or reduced according to your workflow.

Invoices

Invoices can be created from a sales order or directly. Enter customer, items, taxes, and payment terms. Mark as paid when payment is received (or record partial payments). Invoice numbering and layout are configurable in Settings. Invoices feed into accounting when the accounting module is enabled.

Customers

Maintain a customer list with name, contact, address, and optional credit limit. Link customers to sales and POS for history and statements. You can run reports by customer (sales, outstanding balance).

7. Accounting

SehaCore uses double-entry bookkeeping. Transactions from sales, purchases, payments, and transfers create journal entries automatically when accounting is enabled.

Chart of accounts

The chart of accounts (COA) defines your accounts (e.g. Cash, Bank, Sales, Inventory, Expenses). You can use the default COA or customize it. Each account has a type (Asset, Liability, Equity, Income, Expense) and can be used in journals and reports.

Automatic journals

  • Sales and invoices: debit Receivables, credit Sales; when paid, debit Cash/Bank, credit Receivables.
  • Purchases: debit Inventory or Expense, credit Payables; payment debits Payables, credits Cash/Bank.
  • Stock movements: inventory accounts are updated for cost of sales and stock changes where cost is tracked.
  • Money transfers: debit one account, credit another (e.g. between warehouses or bank accounts).

Manual journals

You can create manual journal entries for adjustments (e.g. accruals, corrections). Enter date, debit and credit lines (balanced), and reference. Only users with accounting permission should post journals.

Financial reports

Run Trial Balance, Balance Sheet, Income Statement (P&L), and Ledger reports. Use date range and, if applicable, warehouse or segment filters. Export to PDF or Excel for sharing or audit.

8. HRM (Human Resources)

The HRM module covers employees, attendance, leave, payroll, and sales targets.

Employees

Add employees with name, contact, department, designation, and join date. Link an employee to a user account if they log in (e.g. for attendance or sales). Departments and designations can be set up in Settings.

Attendance and shifts

Define shifts (e.g. morning, evening) and assign employees to shifts. Record attendance (check-in/check-out) manually or via integration. Attendance reports show presence, late/early, and overtime if configured.

Leave

Configure leave types (annual, sick, etc.) and entitlements. Employees submit leave requests; managers approve or reject. Leave balance and history are visible in the leave report.

Payroll

Set up salary components (basic, allowances, deductions), run payroll for a period, and generate payslips. Payroll can use attendance (e.g. for daily wages) or fixed salary. Payslips can be printed or sent by email. Payroll journal entries can be posted to accounting.

Sales targets

Assign sales targets to employees or teams by period (e.g. monthly). Track actual sales vs target in reports to measure performance.

9. Reports and analytics

SehaCore includes 20+ built-in reports. Use the Reports menu to open each report.

Common reports

  • Sales: Sales summary, sales by product, by customer, by date. Filter by date range and warehouse.
  • Inventory: Stock summary, stock movement, low stock, stock valuation, expiry report.
  • Financial: Trial balance, balance sheet, income statement (P&L), ledger, cash flow (if available).
  • HRM: Attendance summary, payroll report, leave balance, sales performance vs target.
  • Tax: Tax summary or VAT report (if tax is configured).

Using reports

Select a date range and, where applicable, warehouse or segment. Results update automatically. Use “Export” to download as PDF or Excel. Reports respect role-based access (e.g. warehouse-filtered data for branch users).

10. AI Assistance

AI Assistance lets you ask questions in natural language and get answers based on your live data (sales, stock, etc.).

How to use

Open the AI Assistance feature from the menu. Type a question such as “What were my top 5 products by sales last month?” or “Show low stock items.” The system interprets the question and returns a result (e.g. a table or summary) from your database.

Best practices

Use clear, specific questions and mention time ranges (e.g. “this month,” “last quarter”) when relevant. Results are only as good as the data you have; ensure sales and inventory are recorded correctly. AI Assistance is available on plans that include this feature.

11. Multi-Currency

If your business sells or buys in multiple currencies, enable multi-currency in Settings.

Setup

Add currencies and set exchange rates (manual or, if supported, from a feed). Define a base (default) currency. Rates can be updated periodically.

Usage

When creating sales or purchases, select the transaction currency. Amounts are converted to base currency for reporting and accounting using the rate at the time of the transaction (or as per your policy). Reports can show amounts in base currency or in transaction currency, and can be filtered by currency.

12. Role-based access control (RBAC)

RBAC controls what each user can see and do (e.g. POS only, or full access to accounting).

Roles

Roles are predefined or custom (e.g. Admin, Cashier, Manager, Accountant). Each role has permissions: which modules and actions are allowed (view, create, edit, delete). Some roles may be restricted to certain warehouses.

Assigning users

When inviting or editing a user, assign one or more roles. The user then has the combined permissions of those roles. Restrict warehouse access if you want users to see only their location’s data.

Security

Admins can revoke access by deactivating the user or changing roles. Audit logs (if enabled) record who did what and when for sensitive actions.

13. Settings

Settings control business profile, defaults, and module behaviour.

Business / Company

Business name, address, logo, tax ID, default currency, fiscal year. Used on documents and reports.

Tax

Define tax rates (e.g. VAT, GST) and assign them to products or transactions. Tax reports use this configuration.

Documents

Number sequences for invoices, orders, and other documents. Receipt and invoice layout (header, footer, fields).

Users and roles

Invite users, assign roles, and set warehouse restrictions. Change passwords or deactivate accounts.

Integrations and API

If available, configure integrations (e.g. payment gateways, email) and API keys for third-party access. See API documentation for developers.