Knowledge Base

Articles & Guides

In-depth guides on FBR compliance, POS setup, inventory, accounting and growing your business in Pakistan.

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26 articles

How to take a construction quote from first line to first cash
BuildFlowQuotations

How to take a construction quote from first line to first cash

Take a construction quotation to payment: build it from site area, send and approve it, convert to a project, then invoice the deposit and record the receipt.

16 October 20266 min
How to create a booking, collect the advance and confirm it
MarqueeBookings

How to create a booking, collect the advance and confirm it

Turn an approved marquee quotation into a booking: add the payment schedule, hold the hall, sign the contract, collect the advance and confirm.

16 October 20267 min
How to generate an exam paper with AI on a small budget
GridX SCMExaminations

How to generate an exam paper with AI on a small budget

Generate an exam paper with AI: schedule a quiz, open its paper and use the three-step blueprint to have AI draft questions for review. For teachers.

16 October 20266 min
How protected patient details work: masking, unmask and locked charts
GridX HMSAccess & Privacy

How protected patient details work: masking, unmask and locked charts

See what each role sees in a patient record, why contact fields are locked when you edit, who holds unmask, and how a locked chart is opened.

16 October 20265 min
How to hold a sale, serve the next customer and recall the cart later
ClearRingSales

How to hold a sale, serve the next customer and recall the cart later

Park a cart with Hold Order, serve the next customer, bring the cart back with its customer and take payment. A step-by-step guide for POS cashiers.

16 October 20265 min
How to build a class timetable by hand or generate a week
GridX SCMAcademics

How to build a class timetable by hand or generate a week

Build a school timetable: add lectures to the weekly grid, read teacher, room and section clash warnings, or auto-generate a week. For timetable officers.

15 October 20265 min
How to build a quotation with the estimator
BuildFlowEstimating

How to build a quotation with the estimator

Construction quotation software steps: pick a template, let the estimator fill quantities from the plot size, set margin and terms, and choose a payment pack.

15 October 20267 min
How to issue, scan and revoke a patient's MR card
GridX HMSFront Desk

How to issue, scan and revoke a patient's MR card

Open a patient's registration card, scan it to find the patient, and revoke and re-issue it when it is lost. A step-by-step guide for hospital front desks.

15 October 20265 min
How to link guardians to a student and give them the Guardian Portal
GridX SCMStudents

How to link guardians to a student and give them the Guardian Portal

Add a guardian, link them to a student as primary or secondary, create their portal login and see what parents can follow. A guide for school registrars.

15 October 20265 min
How to record the customer's answer to a quotation and revise it
MarqueeQuotations

How to record the customer's answer to a quotation and revise it

Record the customer's answer to a marquee quotation, mark it expired or send a revised version, and see how an approved offer reaches a booking.

15 October 20265 min
How to let patients book from your website, and confirm the requests
GridX HMSAppointments

How to let patients book from your website, and confirm the requests

Set up online appointment booking for your hospital: patients request a visit from your website and the front desk confirms it. Step by step.

15 October 20265 min
How to run promotions, coupon codes and line and order discounts
ClearRingSales

How to run promotions, coupon codes and line and order discounts

Create a promotion, apply a coupon and give line or order discounts at the POS terminal, with manager PIN approval. A guide for store managers and cashiers.

15 October 20266 min
How to set credit terms and watch a customer's credit limit
BuildFlowCustomers and Sites

How to set credit terms and watch a customer's credit limit

Add and manage credit terms, give each customer a discount and credit limit, and read Net owed, Overdue and Limit used so you know who to call.

15 October 20267 min
How to add a product with its price, tax, FBR code and stock rules
ClearRingCatalog

How to add a product with its price, tax, FBR code and stock rules

Add a product to the POS catalogue with its price, tax, FBR HS code and stock alerts, and change its price later. For store managers and storekeepers.

14 October 20266 min
How to build and apply a draw schedule pack
BuildFlowQuotations and Payments

How to build and apply a draw schedule pack

Build a construction payment schedule as a reusable draw pack with a deposit, stage draws and a final payment, then apply it to a quotation.

14 October 20266 min
How to run a project from approved quote to first payment
BuildFlowProjects

How to run a project from approved quote to first payment

Construction project management step by step: convert an approved quotation into a project, plan stages, bill the deposit and record the first payment.

14 October 20267 min
How to build a priced quotation and send it to the customer
MarqueeQuotations

How to build a priced quotation and send it to the customer

Marquee quotation software for sales staff. Price a wedding with service lines, check the totals, save a draft, mark it sent and download the PDF.

14 October 20265 min
How to book an in-person appointment
GridX HMSAppointments

How to book an in-person appointment

Guide for hospital receptionists to book an in-person appointment, find the patient with their MR card, choose the doctor and time, and collect the fee.

14 October 20264 min
How to capture an enquiry, follow it up and turn it into a customer
MarqueeLeads

How to capture an enquiry, follow it up and turn it into a customer

Marquee lead management for sales staff. Record a wedding enquiry, move it through the stages, close lost ones with a reason and convert it to a customer.

14 October 20265 min
How to book an online (video) appointment
GridX HMSAppointments

How to book an online (video) appointment

Guide for hospital receptionists to book an online appointment as a telemedicine video visit, scan the MR card, pick the doctor and open the call.

14 October 20264 min
How to open a shift, ring up a cash sale and close the drawer
ClearRingSales

How to open a shift, ring up a cash sale and close the drawer

Open a cashier shift, ring up a cash sale with change and a receipt, and close the drawer with the cash count. For cashiers in retail shops.

14 October 20266 min
How to register a new patient and collect the registration fee
GridX HMSFront Desk

How to register a new patient and collect the registration fee

Step-by-step guide for hospital front-desk staff to register a new patient, get the MR number, collect the registration fee and find the record afterwards.

14 October 20265 min
How to register a customer and add their job site
BuildFlowCustomers and Sites

How to register a customer and add their job site

Add a construction customer with credit terms, discount and credit limit, then add their job site, so an estimator can start a quotation.

14 October 20266 min
How to take a child from enquiry to enrolled student
GridX SCMAdmissions

How to take a child from enquiry to enrolled student

Take a child from enquiry to enrolled student: record the application fee, schedule the entrance test, admit and enrol. A guide for school registrars.

14 October 20266 min
How to register a student and what the student sees in the portal
GridX SCMStudents

How to register a student and what the student sees in the portal

Add a student to the school register, import many from a CSV file, enrol them in a batch and see what they find in the Student Portal. For registrars.

14 October 20265 min
How to register a teacher, assign subjects and arrange cover
GridX SCMStaff

How to register a teacher, assign subjects and arrange cover

Add a teacher, create their login, assign subjects, mark staff attendance and request a substitute when a teacher is away. A guide for school HR officers.

14 October 20264 min