How-To Guides
Practical step-by-step tutorials for common tasks in Lucky CI4 POS & ERP System.
🎯 Quick Start Guides
Get up and running quickly with these essential tasks:
Sales & Orders
- How to Process a Customer Order - Take orders through POS system
- How to Handle Dine-In Orders - Manage table orders
- How to Process Takeaway Orders - Handle takeout orders
- How to Handle Delivery Orders - Manage delivery orders
Products & Inventory
- How to Setup Products - Add and configure products
- How to Manage Stock - Track and adjust inventory
- How to Transfer Stock - Move items between locations
- How to Handle Product Returns - Process returns
Purchasing
- How to Create Purchase Order - Order from suppliers
- How to Receive Goods - Process incoming stock
- How to Manage Suppliers - Add and maintain suppliers
Accounting & Finance
- How to Record Payments - Enter financial transactions
- How to Create Invoices - Bill customers
- How to Reconcile Bank - Match bank statements
Reports & Analytics
- How to Generate Reports - Access business reports
- How to Track Sales Performance - Monitor sales metrics
System Administration
- How to Add Users - Create user accounts
- How to Set Permissions - Configure access control
- How to Configure Settings - System setup
📚 Guide Categories
🛒 For Cashiers
Essential tasks for front-of-house staff:
- Processing orders
- Handling payments
- Managing tables
- Printing receipts
👨🍳 For Kitchen Staff
Kitchen operations:
- Using KDS
- Managing order queue
- Marking orders complete
- Handling special requests
📦 For Inventory Managers
Stock management:
- Stock counting
- Transfer processing
- Damage recording
- Reorder planning
💼 For Accountants
Financial operations:
- Voucher entry
- Ledger management
- Bank reconciliation
- Financial reporting
🎯 For Managers
Administrative tasks:
- User management
- Report analysis
- System configuration
- Approval workflows
💡 How to Use These Guides
Each guide follows a consistent format:
- What You'll Learn - Overview of the task
- Prerequisites - What you need before starting
- Step-by-Step Instructions - Detailed walkthrough
- Tips & Tricks - Best practices
- Troubleshooting - Common issues
🆘 Need Help?
- Can't find what you're looking for? Check the User Guide for role-based documentation
- Need module details? See Module Guide for feature documentation
- Still stuck? Contact your system administrator
Start with the guides most relevant to your role and work your way through common tasks! 🚀