User Guide & Documentation

Single Product Entry

Navigate to Products → Add Product

• Enter product name
• Set SKU (Stock Keeping Unit)
• Add description
• Set selling price
• Set cost price (for profit tracking)
• Select category
• Add initial stock quantity
• Set low stock threshold
• Upload product image

Bulk Import

Import multiple products at once using Excel/CSV:

1. Go to Products → Bulk Import
2. Download the template file
3. Fill in your products (name, price, stock, etc.)
4. Upload the completed file
5. Review and confirm the import

Proper Stock Receipt Process

Always use the Receive Stock feature for accurate accounting:

1. Go to Products → Receive Stock
2. Select supplier
3. Add products and quantities received
4. Enter unit cost for each product
5. Add invoice number (if available)
6. Save the stock receipt

This creates a proper audit trail and tracks your purchase costs for accurate profit calculations.

Using the POS System

1. Go to Sales → POS
2. Search and add products to cart
3. Adjust quantities as needed
4. Select customer (or use "Walk-in Customer")
5. Choose payment method
6. Complete the sale
7. Print receipt (optional)

Add New Customer

Navigate to Sales → Customers → Add Customer

• Enter customer name
• Add phone number
• Add email (optional)
• Track customer purchase history

Create a Service

Go to Services → Add Service

• Enter service name (e.g., "Haircut", "Oil Change")
• Set service price
• Add service description
• Set duration (optional)

Create a Service Booking

1. Go to Service Bookings → New Booking
2. Select customer
3. Choose service(s)
4. Assign staff member
5. Set date and time
6. Mark payment status

Register New Staff

Navigate to Staff → Add Staff

• Enter staff name
• Add employee ID
• Set position/role
• Enter contact information
• Set salary amount
• Choose payment frequency (daily, weekly, monthly)

Managing Salary Advances

Go to Salary Advances

• Create advance requests
• Approve or reject requests
• Track advance balances
• Auto-deduct from salaries

Register a Supplier

Go to Suppliers → Add Supplier

• Enter supplier/company name
• Add contact person
• Enter email and phone
• Add address details
• Set payment terms (Net 30, Net 60, etc.)
• Set credit limit (optional)
• Add company registration details

Create a Return

1. Go to Returns & Refunds → New Return
2. Select the original order
3. Choose return type (Full or Partial)
4. Select reason category
5. Provide detailed reason
6. Set restocking fee (optional)
7. Choose whether to return items to stock

Approval Process

• Pending: Return request created
• Approved: Manager approves the return
• Completed: Refund processed and stock returned

Password verification required for all return actions.

Configure Your Business

Go to Settings → All Settings

• General: Currency, timezone, language
• POS: Receipt settings, auto-print
• Inventory: Low stock threshold, auto-deduct
• Notifications: Email alerts, dashboard notifications
• Invoice: Customize invoice layout and terms
• Tax: VAT settings, tax calculations
• Display: Items per page, dark mode
• Security: Session timeout, 2FA

Configure Tax Settings

Navigate to Tax Management

• Enable/disable tax
• Set VAT rate (16% for Kenya)
• Choose tax type (inclusive/exclusive)
• Add KRA PIN
• Configure tax display on receipts