Official User Guide

Manage your business
intelligently

Next-generation integrated management system — for businesses and commerce

📦Inventory Management
📄Documents & Invoices
💰Payments
📊Reports
💬WhatsApp Notifications
🏪Branches & Warehouses
Table of Contents
🚀

1. System Features

Why Genistock is the ideal choice for your business?

Extreme Speed
Instant response for all operations, with no delays
🔒
Total Security
Advanced encryption and granular per-user permissions
🎯
FIFO Precision
Exact inventory valuation and complete tracking of every movement
🌐
Multi-branch
Manage all your branches and warehouses from a single dashboard
💬
Built-in WhatsApp
Automatic notifications to clients and managers via WhatsApp
☁️
Next Generation
Modern cloud technology accessible anywhere, anytime
💡
A complete system for your business

Genistock is designed specifically for businesses that want complete professional management, from purchasing to sales.

📦

2. System Modules & Components

Everything you need in one integrated platform

Core Modules
👥
Clients & Suppliers
Full management with balance tracking and credit limits
📦
Products & Stock
Categories, barcodes, prices, min/max thresholds
📄
Documents & Invoices
Quotes, delivery notes, invoices, purchases, credit notes
💰
Payments
Cash, cheques, transfers, card — partial or full
🏪
Branches & Warehouses
Multi-level structure with independent permissions
🏦
Bank Accounts
Balance tracking, cash and cheque transfers to bank
🧾
Expense Reports
Employee reimbursements with approval and payment workflow
📊
Reports & Notifications
Real-time alerts and automatic WhatsApp reports
👤

3. User Types & Permissions

Each user sees and does only what concerns them

🔑 Company Admin
Full Access
  • Manage all data
  • Consolidated view of all branches
  • Approve expense reports
🏬 Branch Manager
One Branch
  • Manage their branch only
  • Documents and payments
  • Supervise employees
💵 Cashier
Cash Desk
  • Record payments and receipts
  • Manage the cash register
  • Open / close session
📦 Warehouse Keeper
Stock
  • Receive and dispatch goods
  • Physical stocktaking
  • Inter-warehouse transfers
🛒 Purchaser
Purchasing
  • Create purchase orders
  • Supplier relationships
  • Receive goods
👁️ Reader
Read-Only
  • View data only
  • No modifications allowed
  • For auditors and management

🔐
Automatic Data Isolation

An employee from one branch cannot see the data from another branch. Each user is automatically limited to their scope, with no additional configuration.

✏️

4. Add, Edit and Delete

Simple and fast operations across all sections

Add
① Click "Add"
② Fill in the required fields
③ Click "Save"
✓ Saved immediately
✏️
Edit
① Find the record
② Click the "Edit" icon
③ Update the information
✓ Click "Update"
🗑️
Delete
① Click the "Delete" icon
② Confirm the deletion
③ Moved to trash
✓ Recoverable at any time
ℹ️
Secure Deletion

Nothing is permanently deleted immediately. All deleted items are moved to the "Trash" and can be restored with one click.

📄

5. Documents & Payments

A complete commercial cycle from quote to invoice

Document Types
💼
Quote
Commercial proposal sent to the client before purchase
🚚
Delivery Note
Proof of goods delivery to the client
🧾
Invoice
Official sales invoice with VAT
📥
Purchase Invoice
Recording of supplier purchases
📋
Purchase Order
Formal order addressed to the supplier
↩️
Credit Note (Return)
Client goods return or supplier refund
Accepted Payment Methods
💵
Cash
🏦
Bank Transfer
📝
Cheque
💳
Bank Card

💡
Flexible & Mixed Payments

A single invoice can be paid with multiple methods simultaneously — e.g., part in cash, the rest by cheque. The system also handles partial installment payments.

Document Lifecycle
1

Create the Document

Choose the type, add the client/supplier and products

2

Automatic Calculation

The system calculates subtotals, discounts and taxes automatically

3

Print / Export PDF

Professional printing or PDF export with one click

4

Record Payment

Enter the partial or full payment with the payment method

📦

6. Inventory Management

Accurate tracking of every movement with FIFO valuation

What Affects Stock
FIFO Method (First In, First Out)
📊
How does FIFO work?

The system records the purchase cost of each batch. During a sale, it consumes the oldest stock first. This gives you accurate inventory valuation and reliable real margins.

Automatic Stock Alerts
🔄

7. Inter-Warehouse Transfers

Move goods safely between warehouses

1

Create the Transfer

Select the source and destination warehouse, add products and quantities

2

Source Confirmation

The source warehouse keeper confirms dispatch — stock is immediately deducted

3

Receipt Confirmation

The destination warehouse keeper confirms receipt — stock is automatically added

4

Transfer Complete

A complete movement is recorded on both sides with timestamp and full traceability

🔢

8. Physical Stocktaking

Reconcile actual stock with system figures

1

Launch the Count

Create a stocktake for a specific warehouse — the system displays theoretical quantities

2

Physical Count

Search for each product and enter the physically counted quantity

3

Variance Analysis

The system automatically displays differences between theoretical and actual quantities

4

Automatic Adjustment

With one click, the system corrects quantities and records a traceable adjustment movement

🧾

9. Expense Report Management

From submission to employee reimbursement

1

Employee: Submit Request

The employee submits their expense report with details of each expense and supporting documents

2

Manager: Approval

The manager reviews and approves or rejects the request with a comment

3

Accountant: Reimbursement

After approval, the accountant records the payment using the chosen method (cash, transfer…)

⚠️
Expense Report Statuses

Draft → Pending → Approved → Paid (or Cancelled at any stage)

🏪

10. Branches & Warehouses

A flexible multi-level organisational structure

System Hierarchy
🏢 Genistock
🏪 Branch 1
🏪 Branch 2
🏪 New...
📦 Sales Warehouse
📦 Purchase Warehouse
📦 Auxiliary Stock
Multi-branch Highlights
🔔

11. Smart Notifications

The system monitors your activity and alerts you before you even ask


🔔
Real-time Notifications in the Interface

Alerts appear via the bell icon in the top bar. Click it at any time to view the latest notifications.

💬

12. Automatic WhatsApp Reports

Communicate with your clients automatically via WhatsApp

Report Configuration (Manager Only)
📊
Daily Manager Report

Summary of unpaid invoices and total outstanding — sent every morning at the configured time

👥
Periodic Client Report

Each client automatically receives their unpaid account statement — the frequency in days is configurable

🗑️

13. Delete & Restore

Nothing is lost — every deleted item can be recovered

How does secure deletion work?
📄
Active Record
🗑️
Trash
Temporary — recoverable
Restore
One click