VIETMEX TEST PILOT — Practice data only. Low Stock, Clock In/Out, Internal Orders. No production sales.
PRUEBAS / TEST — VietMex-Restore-Test · Sin cambios en producción / Production unchanged
B

Business Dashboard

Business dashboard

Reportes por grupo / Group reports
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TRANSACTION

Add sale

Add the details below.
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Optional. Attach a receipt photo or PDF (max 8 MB).
SALES WORKSPACE

Daily sales by product

Enter several products at once or review product performance.
ProductQuantityPrecio / Monto · Price / AmountPaymentLine total
Daily totalMX$0.00

Transactions

Quick dates
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RECOVERY

Transaction Trash

Deleted transactions and their receipts remain recoverable here. Review items within 30 days.
AUDIT TRAIL

Transaction history

Previous values and changes are listed newest first.
BULK EDIT

Edit selected transactions
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RECEIPTS

Receipt review queue

Upload receipts, review the details, then approve each expense when ready.
0Pending
0Ready
0Approved
0Skipped
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REPORTS

PDF Report Builder

v32 Current period

PDF report

Choose what goes into your PDF. Use a preset or select sections individually.

Data exports
DETAILS

Transactions
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TEAM ACCESS

Invite team member

Create a secure invitation code for this business.
StaffOperational access requires an assigned location/register.
ViewerAccess remains limited to explicit permissions.
Owner approvalThe Owner verifies the member before assigning an elevated role. Keep invitation codes private.
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LOCATION

Add location

Set the address and timezone used for this business location.
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WORKSPACE

Settings

Manage this business, locations, exchange rate, language, and your account.
BUSINESS

Business workspace

Core defaults used for new transactions and reporting.
PROFILE & BRANDING

Business profile

Customize how this workspace identifies your company.
B
BusinessBusiness workspace
CURRENCY

Exchange rate

Used as the default conversion rate for new transactions.
CATEGORIES

Accounting categories

Customize the income and expense categories used by this business.
0 categoriesDeactivate categories instead of deleting them so historical reports stay intact.
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LOCATIONS

Business locations

Add or manage the places where this business operates.
TEAM

Team & access

Invite staff and control who can access this business workspace.
Active members0
Pending invites0
Your role—
Loading team…
Invitation codesShare a code with the person you want to add.
ACCOUNT

Your account

Language and access information for your login.
CATEGORY

Add category

Create a category for sales or expenses.
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MULTI-LOCATION

Location performance

Compare each location for the current dashboard period, with a consolidated company total.
Period—
CurrencyMXN
Locations0
CONSOLIDATED

All locations

Company-wide totals for the selected period.
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DIVISION REPORTING

Food & Drinks performance

Review each division separately and the consolidated business total.

Comparación por división y ubicación / Division and location comparison

Solo compras marcadas como elegibles; costo original y recargo separados. Sin cargos automáticos. / Only explicitly eligible purchases; original cost and markup separate. No automatic charges.

CONSOLIDATED

All divisions

Food, Drinks, Shared / General, and any unassigned transactions combined.
TEST · VIETMEX

Compras y socios / Purchases and partners

Vincula compras existentes y registra pagos ya realizados. / Link existing purchases and record payments already made.

Compras por división / Purchases by division

Socios: reembolso y capital / Partners: reimbursement and capital
TEST · VIETMEX

Venta de prueba / Practice checkout

Solo datos TEST / TEST data only
Cliente y puntos · opcional / Customer and points · optional

Solo números ficticios TEST: +15550100 y tres dígitos. / Synthetic TEST phones only: +15550100 plus three digits.

MX$1 = 1 punto / point · 1000 puntos = un agua fresca o café; excluye limonada. / 1000 points = one agua fresca or coffee; lemonade excluded.

Sin cliente / Customer skipped

Elige productos / Tap items to add

Los artículos “Vista previa” muestran el menú de esta ubicación. Puedes probar los botones, pero necesitan receta y existencias antes de guardar una venta. / Preview items show this location's menu and need recipes and stock before checkout.

Pedido / Order

Toca un producto para empezar / Tap an item to start.

En efectivo, escribe cuánto recibiste para calcular el cambio. Tarjeta u otro usa el total automáticamente; registrar tarjeta no cobra a CLIP. / For cash, enter what you received for change. Card or other uses the total automatically; recording card does not charge CLIP.

Ventas recientes · TEST / Recent sales · TEST

Últimas 20 ventas autorizadas en esta caja. Selecciona una para cargar su recibo; después imprime. / Last 20 authorized sales at this register. Select one to load its receipt, then print.

Caja offline de efectivo / Offline cash register

Selecciona la impresora y el mismo tamaño de papel en el diálogo del dispositivo. / Choose your printer and matching paper in the device print dialog.
TEST · VIETMEX

Configurar menú / Menu setup

Propietario: cada producto necesita precio y receta para descontar inventario. / Owner: every product needs a price and recipe for stock deduction.

Productos actuales / Current products

Ingredientes e inventario / Ingredients & stock

Crear artículo de inventario; el SKU identifica reintentos. Marca vacía permite usarlo en ambas marcas. / Create an inventory item; SKU identifies retries. No brand makes it shared.

Recibir existencias / Receive stock

Registrar solo una recepción física real en TEST. El costo es el total del lote en MXN. / Record only physical stock received in TEST. Cost is the whole batch in MXN.

Agregar producto / Add product

Ingredientes por unidad vendida; usa unidades base. Necesitas recibir existencias antes de vender. / Ingredients per unit sold in base units. Receive stock before selling.

Crear un ingrediente no agrega existencias: registra la recepción física arriba antes de vender. / Creating an ingredient does not add stock: record physical receipt above before selling.
TEST · VIETMEX

Entrada y salida / Employee time

Inicia sesión con tu propia cuenta; registra entrada y salida por separado. / Sign in with your own account; record a separate clock-in and clock-out.

Mis turnos / My shifts

Horas preliminares menos descansos registrados; al salir durante un descanso, este cuenta hasta la salida. Las correcciones requieren revisión del encargado. / Provisional hours less recorded breaks; clocking out during a break counts it through clock-out. Corrections need manager review.
TEST · VIETMEX

Inventario bajo / Low stock

Compara la cantidad disponible con el mínimo configurado por ubicación. / Compare on-hand quantity with each location's configured minimum.

Faltante al mínimo no es una orden automática. / Shortage to minimum is not an automatic purchase order.
TEST · VIETMEX

Órdenes internas / Internal orders

Consulta por ubicación; las compras internas no son ventas externas. / Location queue; internal purchases are not external sales.
Nueva solicitud TEST / New TEST stock request

Solicita inventario al centro asignado. Guardar crea un borrador; enviar no mueve inventario ni registra una venta. / Request stock from the assigned center. Saving creates a draft; submitting does not move stock or record a sale.
BULK IMPORT v49.10

Excel / CSV transaction import

Download a blank template, add new transactions only, review every row, then import the selected rows marked Ready.

Minimum for every new row: Date, Type, Category, Amount, Currency, and Location. Fill these six columns first. Category and Location must already exist in the selected business. All other columns are optional.

What should I type in Excel?
DateMM/DD/YYYY — example 08/30/2026. Real Excel date cells also work. Impossible dates such as 08/32/2026 are rejected.
TypeExpense or Sale
AmountPositive number — example 385.10
CurrencyMXN or USD
CategoryMust match a category already in this business.
PaymentCash, Card, Transfer, or Other
LocationMust match an existing business location.
Division / Product GroupOptional for VietMex reporting. Food or Drinks; choose a matching group such as Specialty. Leave blank for older transactions.
Product Name / QuantityOptional for product-level sales reports. Enter Wonton Soup, for example, with the number sold.
Vendor / Description / NotesNormal text. Only enter new rows; do not reimport exported transactions.
No file loaded.
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IMPORTS

Import history

Review spreadsheet imports and quickly find transactions from a previous batch.
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0Import batchesAll time
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0Imported transactionsAll time
MX$
MX$0.00Total (MXN)All time
$
US$0.00Total (USD)All time
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Loading import history…
Showing import batches
GET STARTED

Finish setting up your business

Use this checklist to get from a new workspace to your first useful report.
WorkspaceReady
LocationReady
CategoriesReady
Starting dataOptional
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STEP 1

Business workspace

Your company data is separated from every other business.

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STEP 2

Location & starter categories

Your main location and starter accounting categories are already created.

3
OPTIONAL

Invite your team

Add an Admin, Manager, or Staff member with a secure invitation code.

4
STARTING DATA

Add your first activity

Enter one transaction manually or bring in existing transactions from Excel/CSV.

Excel minimum per row: Date, Type, Category, Amount, Currency, and Location. Use the template’s Guide tab for valid names.

You can come back anytime.The Setup Guide stays under Tools until you have activity in this workspace.
NEW WORKSPACE

Set up your business

Create a clean, separate workspace. You will be the owner.
1Business
2Location
3Ready
Complete the details above, then create the workspace.

Reembolso de artículos TEST / TEST item refund

Se usa el precio original. Reembolsa el paquete junto con su bebida incluida. Los ingredientes preparados siguen consumidos. / Uses original prices. Refund a package with its included drink. Prepared ingredients remain consumed.

Registrar aquí no devuelve dinero en CLIP. Confirma la devolución al cliente por separado. / Recording here does not refund CLIP. Confirm payment returned to the customer separately.

Bebidas elegibles / Eligible free drinks

1000 puntos: un agua fresca o café de Bebidas. Limonada y bebidas incluidas sin precio quedan excluidas. / 1000 points: one Drinks agua fresca or coffee. Lemonade and zero-price package inclusions are excluded.