Library

Resources

Guides and playbooks for owners and floor managers—search by topic or format. Share links with staff; no login required to read.

Questions? [email protected] · Book a demo

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Guide

Logistics operator readiness guide

Assess business fit, logistics workspace, workflow ownership, updates, readiness check, and rollout boundaries.

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Guide

Professional services operations guide

Coordinate customer records, scoped work, documents, billing, follow-up, and management visibility.

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Guide

Branch-based service business guide

Connect customers, appointments or jobs, staff, payments, handover, and branch visibility.

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Guide

Restaurant group operations guide

Standardize food-service modes, menus, preparation flow, tenders, people, and location review.

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Guide

Distributor operations guide

Connect depot retail, customer accounts, inventory, field context, fleet scope, and finance review.

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Guide

Multi-location retail operations guide

Coordinate catalog, pricing, stock, checkout, customers, staff, and branch review.

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Toolkit

Business continuity operations checklist

Define critical workflows, degraded operation, recovery priorities, communications, and evidence.

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Playbook

Post-launch adoption review

Review usage, exceptions, training gaps, data quality, controls, support, and next capability.

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Guide

Security review preparation guide

Prepare design, data flow, identity, operations, lifecycle, contracts, and evidence.

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Playbook

Launch support playbook

Coordinate readiness, support, triage, decisions, communications, and handover during launch.

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Guide

Integration requirements guide

Specify systems, ownership, direction, frequency, mapping, security, and failure handling.

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Playbook

Pilot branch sign-off playbook

Prove real workflows, controls, denials, support, close routines, and readiness to scale.

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Toolkit

Product and customer migration workbook

Prepare owners, definitions, cleanup, transformations, samples, and reconciliation totals.

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Playbook

Operational discovery workshop

Map locations, roles, workflows, exceptions, controls, systems, and success measures.

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Playbook

Customer follow-up cadence playbook

Create owned, timed, contextual follow-up without duplicate outreach or lost promises.

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Guide

B2B customer account guide

Organize companies, contacts, balances, promises, orders, and service context.

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Playbook

Customer complaint resolution playbook

Connect the complaint to the customer, transaction, owner, promise, and closure evidence.

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Guide

Customer data quality guide

Control identity, duplicates, phone formatting, account relationships, and ownership.

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Playbook

WhatsApp-to-order handoff playbook

Move a customer request from conversation to structured order, payment, fulfilment, and follow-up.

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Guide

One customer record guide

Use one customer context across sales, service, finance, conversations, and next actions.

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Playbook

Shift handover playbook

Transfer open work, cash responsibility, exceptions, stock issues, and customer promises cleanly.

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Guide

Operator error reduction guide

Reduce mistakes through workflow design, training, validation, and observable exception patterns.

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Playbook

Quarterly role-access review

Review active identities, role fit, location scope, sensitive permissions, and stale access.

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Guide

Branch manager control guide

Define the daily and weekly responsibilities that sit with a location manager.

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Playbook

Joiner, mover, and leaver access playbook

Provision, change, and remove access as people join, change jobs, or leave.

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Guide

Supervisor override control guide

Design safe approval paths for discounts, voids, refunds, price changes, and stock corrections.

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Playbook

Cashier readiness playbook

Check checkout, held sales, tenders, receipts, denials, and escalation under realistic traffic.

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Toolkit

Role and permission design workbook

Map jobs, sensitive actions, location scope, approvals, and review responsibilities.

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Guide

Payment rail readiness guide

Assess country, provider, account, reconciliation, support, and failure-handling requirements.

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Playbook

Month-end operating close playbook

Coordinate branch completion, receivables, inventory, payments, exceptions, and finance handoff.

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Guide

Accounting sync issue response guide

Repair accounting update failures without erasing valid business transactions or showing a false success message.

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Playbook

Accounts receivable review playbook

Prioritize overdue balances using customer, document, dispute, and promise context.

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Guide

Refund, void, and credit-note controls

Choose the correct reversal path and preserve approval and source history.

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Playbook

Partial payment and customer balance playbook

Handle deposits, instalments, allocations, receipts, and follow-up consistently.

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Guide

Order-to-cash control guide

Follow customer commitment through invoice, payment, receipt, balance, and review.

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Playbook

Daily sales reconciliation playbook

Connect sales, tenders, receipts, exceptions, and close evidence every day.

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Guide

Inventory shrinkage investigation guide

Use movement history, counts, roles, and timing to investigate recurring loss.

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Playbook

Low-stock and reorder playbook

Turn low-stock signals into disciplined purchasing decisions by location.

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Guide

Weighted-average cost guide for operators

Explain perpetual weighted-average cost, transfer neutrality, and historical margin.

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Playbook

Inventory adjustment approval playbook

Separate investigation, authorization, correction, and post-adjustment review.

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Guide

Receiving control guide

Verify supplier delivery, quantity, condition, cost, and location before stock becomes available.

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Playbook

Physical stock count playbook

Plan counts, freeze scope, investigate variances, and approve corrections.

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Playbook

Inter-branch stock transfer playbook

Control request, dispatch, receipt, exceptions, and paired movement evidence.

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Guide

Inventory control and stock movement guide

Understand live quantity, movement history, weighted cost, and frozen transaction cost.

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Guide

Location performance comparison guide

Compare branches fairly by scope, period, availability, and operating context.

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Toolkit

Branch exception register

Record local exceptions with owners, expiry dates, compensating controls, and review evidence.

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Playbook

Location rollout wave planning

Sequence branches by complexity, readiness, and learning value instead of geography alone.

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Guide

Central versus local control guide

Decide where pricing, catalog, customer, stock, and staff main record should sit.

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Playbook

Regional manager weekly review

Run a focused weekly review across sales, stock, people, customers, and exceptions.

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Toolkit

Branch standardization workbook

Compare location practices, choose the standard, and document approved differences.

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Guide

Branch opening readiness guide

A practical control plan for activating a new location without weakening the way the business works.

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Playbook

Multi-location operating model playbook

Define what head office standardizes, what branches decide, and how exceptions are governed.

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Guide

Common questions owners ask

Short answers: big shops vs small, trying first, WhatsApp, pricing, privacy, who to invite, and help.

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Guide

How to try a live demo

Open a sample shop on /demos, click around safely, and know when to get your own workspace.

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Guide

Fix common problems

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Guide

Which demo matches my business?

A one-line map from retail, food, salon, clinic, wholesale, and repair demos to /demos links.

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Guide

Getting started with BizPlusX

A simple three-day plan: set up your shop, practice with staff, send one test invoice.

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Guide

BizPlusX setup checklist

A plain checklist before you train staff and before you open for real customers.

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Guide

Guide to business presets and workflows

Match retail, food, or service defaults—then map one customer journey end to end.

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Guide

Invoices, payments, and reports

Money habits for owners—send invoices fast, offer familiar payment rails, review three reports weekly.

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Playbook

WhatsApp selling playbook

Rules for chat sales—templates, handoffs to invoices, escalations, and credit limits.

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Playbook

POS staff training guide

A 90-minute lane certification plan for cashiers—built for rush hour, not idle demos.

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Guide

Multi-branch rollout guide

Add locations without spreadsheet chaos—governance, stock transfers, and pilot order.

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Guide

Inventory management basics

Counts, receiving, shrinkage, and reorder alerts that match what you sell on the floor.

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Guide

E-invoicing readiness guide

Tax IDs, rate tables, pilot batches, and correction habits before live electronic invoices.

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Guide

Customer import best practices

Dedupe, standardize phones, and keep CRM trustworthy after migration.

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Playbook

End-of-day reconciliation guide

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Guide

Choosing modules and add-ons

When to enable POS, invoicing, WhatsApp, e-invoicing, and multi-branch—without module sprawl.

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Guide

Support and escalation guide

Where to ask for help, what to put in a ticket, and who should handle what.

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Guide

Security and data handling

Tenant isolation, role habits, and communication limits—plain language for owners and admins.

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Guide

About BizPlusX for buyers

What BizPlusX delivers, who it serves, how rollout works, and how to reach our teams in Kenya, the UAE, and the USA.

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Playbook

Team rollout planning guide

A three-week people-first plan—align leaders, pilot one lane, expand without heroic weekends.

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Company

Talk to the BizPlusX team

Sales, rollout planning, and product questions—we respond with next steps, not generic brochures.

Email: [email protected]
Regions: Kenya, United Arab Emirates, United States, and customers worldwide
Call our team: Kenya: +254 722 995 997 UAE: +971 58 543 9489 USA: +1 516 688 3372
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Help center: Docs & guides →

Sales and demo inquiries: we aim to reply within one business day.

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