The Desktop (Windows) till

MatSmartShop Desktop is a full Windows application for a PC at a fixed till. It uses the same account, items, customers and permissions as the website and the Android app, but keeps its own database on the PC, so it works fully offline and syncs whenever it's online. It's part of the Business plan (see the Usage, Billing & Help guide).

1. Installing and updating

1. On the till PC, open updates.matsmartshop.com (or the website's Downloads → Download Desktop Version).
2. Run setup.exe / use the install button. Don't open the .application file directly — it won't install properly that way.
3. The app installs for your Windows user and adds a Start Menu shortcut under Magnet Group → MatSmartShop.

It updates itself from the same site. Settings → Version shows the Installed Version; Check For New Version, then Download if one is offered, and Done Updating.

The login screen shows the version and whether the app is pointed at the live or a test server — useful to quote to support.

2. First sign-in on a PC

A new PC has no store on it yet, so the first sign-in fetches it (needs internet):

1. Connect to Store — "Use your remote store on this device also." Enter your MAT Smart Shop email and password and Connect.
2. Store Information shows the store name, email and Store ID. If it's yours, Continue to start setting up. If your account has several stores, choose which one this PC belongs to — one store per PC.
3. Sales Point Setup — "Select a sales point to continue". Pick this till from the list, or create one: New Sales Point → Sales Point Name (e.g. "Main Counter PC"); the This Device ID field identifies the PC → Save and Continue.
4. The app downloads your data and opens the main window.

From then on, the Login screen ("Enter a valid email and password to login") works offline. Every sign-in is recorded in the store's Login Audit on the website, with the channel desktop.

3. The main window and menu

The title bar shows MAT SMART SHOP, and the status area shows the Sales Point, Store Id and Name. "This system is not connected to a Sales Point" means setup isn't finished (section 2).

Staff see only what their permissions allow. Permissions are set on the website (Edit User) and arrive at the next sync.

4. New Sale & Quotation

1. Date — today unless you change it.
2. Transaction Class — if your store uses classes.
3. Customers — pick one (search in Select Customer), or + to create one. Leave on the walk-in customer only for sales paid in full.
4. Payment Type — how they're paying (+ adds a new type).
5. Transaction Type — SALES or QUOTE.
6. Add items: scan them into the Barcode box (section 5), or + Add Line Item → Select Item (search the Item List). Adding an item that's already on the sale is refused — "Item already added. You can increase item quantity" — change the quantity on the line instead.
7. Totals panel: Amount, Discount or Discount %, Net Amount, Tax Amount, Invoice Amount.
8. Amount Received — what the customer handed over. Balance shows what stays on their account; Change what to give back.
9. Apply Customer Loyalty — redeem the customer's loyalty balance against this sale.
10. Save, or Save and Print Invoice. Clear starts again.

5. Barcode scanning

A USB barcode scanner works like a keyboard: click into the Barcode box and scan.

• Scanning an item's barcode adds it to the sale; scanning it again adds another unit.
• "This item barcode has not been registered" — the barcode isn't linked to any item yet. Register it (section 8.2).
• To change a line's quantity by scanning, open the line: tick Scan In to add units with each scan, untick to scan out (remove) units. "This item is not on the sale" means you're scanning out something that was never added.
• Expiry-tracked items are sold by scanning their batch code, not the product barcode — "This is a batch-tracked item. Please scan its batch label instead of the product barcode." An expired batch is refused: "This item has expired with the expiry date: …" (section 9.3).

6. The Sales & Quotation List and editing a sale

Sales & Quotation List: filter by From/To dates and Type (sales or quotations), or search. + New Sales & Quote starts one.

Open a sale for Sales Details: the same layout as New Sale, where you can adjust lines and payment and Save, or Print the invoice. To turn a quotation into a sale, convert it from the website's Sales & Quotation List (or the Android app's Quotation List → Invoice) after this PC has synced; the converted sale comes back down at the next download.

7. Customers and payments

• Customer Info & Transaction → Customer List, with search. + New Customer: Customer Name, Email, Phone, Address, Birthday and Wedding Anniversary → + Add To List (repeat) → Save.
• Open a customer for their Customer Transaction List — invoices and payments with the running balance.
• Customer Payment: Date, Amount Received, Payment Type → Save. The payment reduces their balance and syncs up like everything else.

8. Items and barcodes

8.1 Item List and new items

Item Info & Management → Item List (search; Edit, Barcode and Delete buttons on each row). + New Item:

8.2 Registering a barcode on an existing item

Item List → the row's Barcode button → scan the barcode → save. From then on scanning it at the till adds that item.

Stock Details for an item shows every movement in and out — the answer to "why does it say I have this many?"

9. Purchases, adjustments and batches with expiry dates

9.1 Purchase & Adjustment

Purchase List (search) → + Purchase & Adjustment opens New Purchase & Adjustment:

1. Date, Item (Available Qty. shows what's on hand).
2. Movement Type: Purchase, Stock Adjustment-Add or Stock Adjustment-Remove.
3. Quantity, Purchase Rate (cost of one unit) and Sales Rate.
4. For a purchase: Vendors (+ adds one), Payment Type, Amount and Paid Amount — any unpaid part is added to what you owe that vendor.
5. Save.

Deleting a purchase whose stock has already been sold warns you first, because it changes the cost of those past sales.

9.2 Why batches

For items with Track Expiry Date ticked, every delivery is a batch with its own name and expiry date. The till then knows exactly which units are about to expire, and refuses to sell expired ones.

9.3 Receiving and selling batches

• When purchasing an expiry-tracked item you must identify it by scanning ("You must scan barcode for item that track expiry date"), then enter a Batch Name ("Please enter batch name") and Expiry Date ("Please select expiry date"). Scanning an existing batch shows its Available Batch Quantity.
• Each batch gets a batch code. Label the stock with it: at the till, expiry-tracked items are sold by scanning the batch code.
• Item Purchase Batch → Select Item lists that item's batches; open one for Batch Detail — every movement in and out of that batch.

10. Expenses and vendors

• New Expense: Date, Transaction Class, Expense Type (+ adds one), Bill Amount, Remark, Vendors, Payment Type and Amount Paid → Save. Anything not paid is owed to the vendor.
• Expense List (search) and Expense Type list.
• Vendor & Transactions → Vendor List (+ New Vendor) → open a vendor for their transactions → Vendor Payment: Date, Payment Type, Amount Paid → Save.

These work exactly as on the website; see the Expenses, Vendors & Budgets guide.

11. Payment Types and Transaction Classes

Payment Type List (+ New Payment Type) and Transaction Class List (+ New Transaction Class) — the same lists as the website; see the Store Setup, Users & Security guide, sections 8–9.

12. Printing

Settings → Printer Settings: Choose Printer Type, Select Printer, Save.

Choose the type that matches what's physically connected — the wrong type prints garbled output. Install the printer in Windows first; then it appears under Select Printer. Print from Save and Print Invoice or a sale's Print. A Test Print is available from the support tools.

13. Sync: upload, download and Auto Sync

13.1 Auto Sync

Settings → Auto Sync:

• Enable automatic sync, and Sync every n minutes. Transactions are uploaded and server changes downloaded automatically whenever the internet is available.
• Sync Now runs one immediately.
• The history line shows the last sync ("No sync has run in this session yet" just after opening).
• View Log shows the sync log; Send Log packages it for support and opens a pre-filled email — the fastest way to get a sync problem solved.

13.2 Manual sync

• Sync Data → Upload Data ("Upload Data To Web") — send this PC's new records up now.
• Sync Data → Download Data ("Download Data From Web") — bring down what's changed on the website or other devices: new items, prices, customers, permissions.

"This system cannot connect to server. Please check your internet." — keep selling; sync catches up once the connection returns.

14. This Sales Point

Shows the Sales point name, Status, and the dates of the last sync up and down. If "last sync up" is days old, this PC's sales haven't reached the server — find out why before anything else.

15. Subscription, version and support tools

• Subscription — the desktop till needs an active Business plan. If none is found you'll see "You are about to subscribe for Mat Smart Shop on this device"; subscribe on the website, then Check Subscription Online. A flaky connection won't lock you out — the app only blocks when the server confirms there's no active plan.
• Version — section 1.
• Drop Database — deletes all data on this PC ("you will lose all data that exist in this…"), ready for a clean re-setup.

16. Desktop vs website vs Android

17. Quick reference and troubleshooting

Open the full illustrated guide on matsmartshop.com