How-To Flows
Complete business tasks step by step — across the modules Probiz365 uses to get there.
Each guide walks you through a full workflow from start to finish. For details on a single module, see the module documentation.
Inventory & Products
Setup Your Product Inventory
Add products to your catalog and stock them so they are available for sale.
Setup Multi-Warehouse Stock
Configure multiple locations and stock products in each warehouse.
Restock Low Inventory
Identify low-stock products and replenish via purchase or transfer.
Correct Stock Levels
Fix discrepancies between physical stock and system records.
Sales & Customers
Process a POS Sale
Complete a point-of-sale transaction from customer to receipt.
Create an Invoice & Collect Payment
Create a sale, record payment, and send the invoice to the customer.
Quote to Completed Sale
Send a quotation, convert it to a sale, and collect payment.
Handle a Customer Return
Process a sale return, restore stock, and issue a refund.
Purchasing & Suppliers
Procure Stock from a Supplier
Order from a supplier, receive stock, and record payment.
Handle a Supplier Return
Return goods to a supplier and process refund payment.
Administration & Finance
New Business First-Time Setup
Recommended order to configure a new Probiz365 business from scratch.
Track Business Finances
Set up accounts, record expenses and income, and review profit & loss.
Onboard a New Employee
Set up org structure, add an employee, and enable attendance and payroll.