# Add-on Modules ActuaryPOS Hybrid Solution can be extended with optional **add-on modules** such as Accounting, CRM, Manufacturing, Gym, HMS, Repair, Project, Foodpanda and more. Add-ons are activated for your business by the **Superadmin** as part of your subscription plan — once they are switched on for you, the related menu appears in your sidebar automatically. --- ## What You'll Learn - What each add-on module does - How to request an add-on for your business - Where to control core features (which is a different setting) --- ## How Add-ons Are Activated Unlike core features, add-on modules are **not** turned on with a checkbox in your settings. They are part of your subscription plan and are managed by the Superadmin. 1. Look in your **left sidebar** to see which add-ons are already available to you (for example **Accounting**, **CRM**, **Manufacturing**, etc.). 2. If an add-on you want is not in the sidebar, open the **Contact Superadmin** page and request it. 3. The Superadmin will activate the add-on for your business — you may need to **log out and log back in** for the new menu to appear. 4. Once visible in the sidebar, give your team members access from **User Management → Roles**. > 💡 **Don't confuse this with the *Modules* tab in Business Settings.** That tab only hides or shows **core base features** (POS, Sale, Products, Purchases, Stock, Expenses, Reports, Notifications, Restaurant tables, Quick Menu, Bookings, etc.). Add-on modules like Accounting or CRM never appear there. --- ## Available Modules ### 📦 Essentials & HRM (Human Resource Management) Manage your team beyond basic user accounts. Includes: - **Attendance Tracking** — Record staff clock-in/clock-out times - **Leave Management** — Staff can apply for leave; managers approve/reject - **Payroll** — Calculate staff salaries with deductions and allowances - **Holidays** — Set company holidays - **Shift Management** — Assign work shifts to employees - **HR Documents** — Store employment contracts, IDs, and certificates - **To-Do / Task Management** — Assign and track tasks for your team - **Reminders** — Set follow-up reminders for contacts or tasks - **Messages** — Internal messaging between staff - **Knowledge Base** — Company wiki for internal documentation 📸 *[Screenshot: The Essentials & HRM module dashboard]* --- ### 💰 Accounting Double-entry accounting integrated into your POS system: - **Chart of Accounts** — Manage your assets, liabilities, income, and expense accounts - **Journal Entries** — Create manual journal entries - **Trial Balance** — View your trial balance report - **Balance Sheet** — See assets vs. liabilities at a glance - **Cash Flow** — Track money coming in and going out - **Account Receivable / Payable** — Monitor outstanding amounts - **Auto-Mapping** — Sales, purchases, and expenses automatically post to the right accounts 📸 *[Screenshot: The Accounting dashboard showing Chart of Accounts]* --- ### 🤝 CRM (Customer Relationship Management) Build better relationships with your customers: - **Follow-ups** — Schedule follow-up calls or visits - **Proposals** — Send professional proposals to potential clients - **Campaign Management** — Run marketing campaigns (SMS, email) - **Contact Tagging** — Organise customers with custom tags - **Sales Pipeline** — Visualise your sales process from lead to close - **Lifecycle Tracking** — Track where each customer is in their journey 📸 *[Screenshot: The CRM dashboard showing follow-ups and pipeline]* --- ### 🏭 Manufacturing For businesses that produce goods: - **Recipes / Bill of Materials** — Define ingredients and raw materials needed for each product - **Production Orders** — Create production orders and track them through a full workflow - **Production Dashboard** — View KPIs, status breakdown, yield efficiency, and cost analysis at a glance - **Quality Control** — Inspect production output with customisable QC parameters before approving - **Status Workflow** — Track productions through Planned → In Progress → Quality Check → Completed - **Yield Tracking** — Compare expected vs actual output to measure production efficiency - **Batch Tracking** — Assign batch numbers for product traceability - **Enhanced Costs** — Track labour and overhead costs alongside ingredient costs - **Production Notes** — Full activity timeline with automatic and manual notes - **Ingredient Tracking** — Automatically deduct raw materials when producing finished goods - **Waste Management** — Record production waste - **Reverse Production** — Undo finalized productions when needed - **Manufacturing Report** — View production costs, quantities, and output > 📖 See the full [Manufacturing Guide](MANUFACTURING_GUIDE.md) for detailed instructions. 📸 *[Screenshot: The Manufacturing module production dashboard with KPIs]* --- ### 🌐 E-Commerce / WooCommerce Connect your POS to your online store: - **Product Sync** — Sync products between ActuaryPOS Hybrid Solution and WooCommerce - **Order Sync** — Online orders appear in your POS automatically - **Stock Sync** — Keep online and offline stock levels in sync - **Category & Attribute Mapping** — Map POS categories to WooCommerce categories 📸 *[Screenshot: E-Commerce sync settings showing WooCommerce connection]* --- ### 📋 Project Management Track projects and tasks: - **Projects** — Create and manage projects - **Tasks** — Break projects into tasks with due dates and assignees - **Time Tracking** — Log time spent on tasks - **Invoicing** — Convert project work into invoices - **Activity Log** — See who did what on each project 📸 *[Screenshot: Project management board with tasks]* --- ### 🛒 Shopify Integration Connect your POS to Shopify: - **Product Sync** — Sync products between ActuaryPOS Hybrid Solution and Shopify - **Order Import** — Import Shopify orders into your POS - **Stock Sync** — Keep stock levels synchronised 📸 *[Screenshot: Shopify integration settings]* --- ### 🏪 Superadmin Module For system administrators managing multiple businesses: - **Business Management** — View, edit, and manage all businesses on the system - **Subscription Packages** — Create and manage pricing plans - **Communicator** — Send messages to business owners - **Super Reports** — View system-wide statistics - **System Settings** — Configure global system settings 📸 *[Screenshot: Superadmin dashboard showing all businesses]* > ⚠️ This module is only visible to system administrators. --- ### 🚚 Repair Module For businesses offering repair services (electronics, vehicles, etc.): - **Job Sheets** — Create repair job sheets with customer and device details - **Status Tracking** — Track repair progress (Received → In Progress → Completed → Delivered) - **Device Models** — Manage common device models - **Repair Statuses** — Customise status labels 📸 *[Screenshot: The Repair module showing job sheets]* --- ### 🍕 Foodpanda / Delivery Integrations Connect to food delivery platforms: - **Order Sync** — Receive Foodpanda orders directly in your POS - **Menu Sync** — Keep your online menu updated - **Status Updates** — Update order status back to the platform 📸 *[Screenshot: Foodpanda integration settings]* --- ### 💳 Installment Sell products on credit with structured payment plans: - **Installment Plan Templates** — Create reusable plans with interest rates, periods, and late fine rules - **Simple & Compound Interest** — Accurate interest calculation for any plan type - **Payment Collection** — Record individual, partial, or bulk payments - **Grace Periods** — Set buffer days before late fines apply - **Early Settlement** — Let customers pay off early with an optional discount - **Installment Dashboard** — See active plans, overdue payments, collection rates, and financial summary at a glance - **Automated Reminders** — Send upcoming and overdue payment notifications to customers - **Detailed Reports** — Filter by customer, status, and date range with export options 📸 *[Screenshot: The Installment Dashboard showing summary cards and collection progress]* --- ## Module Quick Reference | Module | Best For | Key Benefit | |---|---|---| | **Essentials & HRM** | Any business with staff | Manage attendance, payroll, and tasks | | **Accounting** | Businesses needing financial reports | Automatic double-entry accounting | | **CRM** | Sales-driven businesses | Track leads, follow-ups, and proposals | | **Manufacturing** | Producers / factories | Recipes, production, QC, dashboard, yield tracking | | **E-Commerce** | Businesses with online stores | Sync products, orders, and stock | | **Project Management** | Service businesses | Track projects, tasks, and time | | **Shopify** | Shopify store owners | Seamless POS-to-Shopify sync | | **Superadmin** | System administrators | Manage multiple businesses | | **Repair** | Repair shops | Track repair jobs and status | | **Foodpanda** | Restaurants on delivery platforms | Receive and manage delivery orders | | **Installment** | Businesses selling on credit | Payment plans, interest, reminders, dashboard | | **Restaurant** | Dine-in restaurants | Tables, kitchen display, bookings | --- ## Common Questions **Q: How do I get a new add-on module?** A: Open the **Contact Superadmin** page from the sidebar and request the add-on by name. The Superadmin will activate it for your business as part of your subscription plan. **Q: Will I lose my data if an add-on is removed from my plan?** A: No. Your data stays safely stored. If the add-on is re-activated later, your records will still be there. **Q: Can I use multiple add-ons at the same time?** A: Yes. As many add-ons as are included in your plan can be used together — they work side-by-side. **Q: An add-on is active but I don't see it in my menu. Why?** A: Make sure your user role has the right **permissions** for that add-on. Check **User Management → Roles**, and try logging out and back in. **Q: Where do I turn POS, Sale, Purchases or Reports on or off?** A: Those are core features, not add-ons. They are toggled in **Settings → Business Settings → Modules** tab. --- ## Tips & Best Practices - 📌 **Start simple** — only request the add-ons you need right now. - 📌 **Add more later** — you can ask the Superadmin to add more add-ons to your plan as your business grows. - 📌 **Set permissions** — after a new add-on appears, give your staff access from **User Management → Roles**. - 📌 **Explore each add-on** — each one has its own settings and setup steps inside its own menu.