Argo Sales Tracker Documentation

Welcome to the Argo Sales Tracker documentation. This guide will help you get started and make the most of our software.

System Requirements

• Windows 10 or newer
• 4GB RAM minimum
• 1GB free disk space
• 1280*720 screen resolution or higher

Installation Guide

1. Download the installer here
2. Run the installer file (Argo Sales Tracker Installer.exe)
3. Follow the installation wizard
4. Launch Argo Sales Tracker from your desktop or start menu

Quick Start Tutorial

1. Choose your default currency and create your first company
2. Add accountants and companies you will be working with
3. Set up categories to organize your products
4. Add your initial products
5. Add purchases and sales

Product Management

Creating Categories to organize your products

1. Go to "Manage Categories" in the top menu
2. Choose whether the category is for purchases or sales
3. Enter the category name
4. Click "Add Category"

Adding Products

1. Go to "Manage Products" in the top menu
2. Select whether the product is for purchases or sales
3. Enter the product ID and name
4. Select a category to keep things organized
5. Enter country and company of origin
6. Click "Add Product"

Adding Purchases and Sales

1. Click "Add Purchase" or "Add Sale" in the top menu
2. Enter the order number and select your name from the accountants list
3. Select the product from the dropdown (must be added in Product Management first)
4. Enter the quantity and price per unit
5. Add shipping costs, taxes, and any other fees
6. Optionally attach a receipt
7. Click "Add" to save

Receipt Management

Keep your records organized by attaching and managing digital receipts for all transactions.

Adding Receipts

When adding a purchase or sale, click the "Add Receipt" button, then select the receipt file from your computer.

To add receipts to existing transactions, right-click the transaction, select "Modify", and click the "Add receipt" button.

Digitizing Physical Receipts

You can quickly digitize paper receipts by taking a photo with your smartphone:

1. Install Microsoft Lens on your smartphone - it's free and available for both iOS and Android
2. Open Microsoft Lens and select "Document" mode
3. Position your phone's camera over the receipt
4. The app will automatically detect the receipt's edges and optimize the image
5. Save the digitized receipt as a PDF or image file
6. Upload the digital copy to your computer or sync with your cloud storage

Exporting Receipts from the main screen

1. Select the transactions you want to export receipts for. You can hold down the Ctrl key or use the Shift key
2. Right-click on any of the selected transaction and click "Export receipts"
3. Choose a destination folder

Exporting Receipts from the Receipt Manager

1. Click the file button on the top left, then click "Export Receipts"
2. Optionally filter the receipts you want to export
3. Select the receipts you want to export. You can click the "Select all" button or press "Ctrl+A"
4. Click the "Export" button and choose the destination

Spreadsheet Import

Import your existing business data from Excel spreadsheets into Argo Sales Tracker. The import system supports multiple currencies and can automatically detect the currency used in your data.

Preparing Your Spreadsheet

Download our template spreadsheet to see the exact format required. Your Excel file can include any combination of the following sheets (not all are required):

Formatting Requirements

Currency Support

The import system supports 28 different currencies. The system will attempt to automatically detect the currency from your spreadsheet data, but you can also manually select the source currency during import.

How to Import

1. Click "File > Import spreadsheet"
2. Select your Excel file
3. The system will detect which data sheets are available and show a preview
4. Review the detected currency (or select manually if needed)
5. Select which data sections you want to import using the checkboxes
6. Optionally select a receipts folder if you have receipt files to import
7. Click "Import" to begin the process

What Gets Created Automatically

The import system automatically creates any missing companies, categories, or accountants referenced in your transaction data.

Receipt Import

If you have receipt files to import alongside your data:

1. Organize your receipt files in a folder on your computer
2. In your spreadsheet, include the receipt filename in the "Receipt" column
3. During import, select the folder containing your receipt files
4. The system will automatically link receipts to their corresponding transactions

Spreadsheet Export

Export your data to Excel spreadsheets for backup, analysis, or sharing with accountants and business partners.

Exporting Your Data

1. Click "File > Export"
2. Select "Excel spreadsheet (.xlsx)" from the dropdown menu
3. Choose your preferred currency for the export
4. Select a location to save your export file

What Gets Exported

The exported Excel file contains separate worksheets for each data type:

• Purchases: All purchase transactions with complete details
• Sales: All sales transactions with complete details
• Purchase products: All products available for purchasing
• Sale products: All products available for selling
• Companies: List of all companies
• Accountants: List of all accountants

Currency Conversion

When exporting, you can choose any of the supported currencies. The system will:

• Convert all monetary values to your chosen currency using historical exchange rates
• Use the exact exchange rate that was valid on each transaction's date
• Display values with proper currency formatting
• Add a note at the top indicating which currency is being used

Receipt Export

Receipt filenames are included in the exported spreadsheet. If you need the actual receipt files:

1. Select the transactions you want to export receipts for in the main view
2. Right-click and select "Export receipts"
3. Choose a destination folder
4. All receipts will be organized in a dated folder structure

Chart Export

Charts from the Analytics Dashboard can also be exported to Excel with full data:

1. Right-click any chart in the Analytics Dashboard
2. Select "Export to Microsoft Excel"
3. Choose a save location
4. The exported file will include both the chart and the underlying data

Advanced Search Features

Argo Sales Tracker includes a powerful search system with advanced operators to help you find exactly what you need. The search bar works across all your transactions, making it easy to filter and locate specific data.

Basic Search

Simply type a word or phrase to search across all fields in your transactions:

• shirt - Finds all transactions containing "shirt" in any field
• cotton mills - Finds transactions containing both "cotton" and "mills"

Basic search tolerates small spelling errors and variations. This helps you find records even if there are minor typos in your data.

Search Operators

AI-Powered Search (Paid Version)

The paid version includes AI-powered search capabilities that understand natural language queries.

1. Start your search with an exclamation mark (!)
2. Type your query in natural language
3. Press Enter to execute the search

Accepted Countries

When importing spreadsheet data, country names must match the system's accepted country list or use recognized variants. The system accepts standard country names, ISO codes, and common alternative names.

Common Examples

Popular countries with their accepted variants:

• United States: US, USA, U.S., America
• United Kingdom: UK, U.K., Great Britain, Britain, England
• Germany: DE, Deutschland

View complete list of all accepted country names and variants

Supported Currencies

Argo Sales Tracker supports 28 international currencies including USD, EUR, GBP, CAD, JPY, CNY, and others. The system uses real-time exchange rates to convert between currencies accurately for import, export, and display.

View complete list of all 28 supported currencies

Supported Languages

Choose from 54 languages including English, Spanish, French, German, Chinese, Arabic, and many others. The installer is currently only available in English, but you can change the application language in "Settings > General" after installation.

Changing Your Language

1. Go to "Settings > General" in the application
2. Find the "Language" dropdown menu
3. Select your preferred language from the list

View complete list of all 54 supported languages

Encryption

Argo Sales Tracker uses AES-256 encryption to protect your business data, the same standard used by banks and military organizations.

Encryption is automatic and requires no additional setup from users. It's enabled by default, but can be disabled in the settings under the "Security" menu.

Password Protection

Secure access to your business data with robust password protection and Windows Hello integration.

Setting Up Password Protection

1. Go to "Account > Settings > Security"
2. Click "Enable Password Protection"
3. Create a strong password

Setting Up Windows Hello (Paid Version)

1. After setting up password protection, a "Enable Windows Hello" button will appear in the Security settings
2. Click the button and Windows will prompt you to verify your identity
3. Once configured, you can use Windows Hello instead of your password for future logins

Regular Backups

It's crucial to regularly back up your business data to prevent any potential loss. We recommend making backups at least weekly, or after entering significant amounts of new data.

Creating a Backup

1. Click "File > Export as..."
2. Select "ArgoSales (.zip)" from the drop-down menu
3. Choose a location for your backup
4. Store backups in a secure location, preferably on a different device or in the cloud

Anonymous Usage Data

Argo Sales Tracker desktop application collects anonymous usage statistics and geo-location data to help us improve the software by understanding how it's being used, identifying performance issues, and prioritizing new features. This feature is enabled by default.

Managing Anonymous Data Collection

1. Go to "Settings > General" in the desktop application
2. Find the "Anonymous Usage Data" setting
3. Toggle the switch to disable data collection if desired

What Data is Collected

Only anonymous usage statistics about the desktop application are collected, such as:

• Export operations (type, duration, file size)
• API usage (type, duration, tokens)
• Error tracking (error category, error code, timestamp) - helps us identify and fix software issues
• Session data (session start/end, duration)
• Geographic location (country, region, city, timezone)
• Hashed IP addresses (one-way encrypted, cannot be reversed to identify you)

No personal information or business data is ever collected.

Exporting Your Anonymous Data

You can export and review all the anonymous data stored on your device:

1. Go to "Settings > General" in the desktop application
2. Next to the "Anonymous Usage Data" setting, click "Export Data"
3. Choose a location to save the JSON file
4. Open the file with any text editor to review its contents