Cashier card
Start of shift
Sign in. Choose your name and enter your PIN.
Choose your register.
Open the till and enter the float, or start a soft shift on a shared station.
A sale
Scan, or search for the item. Choose the size or variant if asked.
Check the quantity.
Choose the customer, or leave it as walk-in.
Choose the payment method and enter the amount. Add another payment to split.
Cash. Enter the cash received and give the change shown.
M-Pesa. Send the prompt, wait for "M-Pesa payment confirmed."
Choose Complete checkout.
Print or view the receipt.
Needs a manager
Removing a line, changing a price or giving a discount may need a manager. If you see "Supervisor approval is required for this change.", ask a manager.
Voids and returns need a supervisor PIN.
Never
Do not take a payment again if you see Not confirmed. Choose Check status.
Do not void a sale when goods come back. Use Return and Refund.
End of shift
Choose Close cash.
Count the drawer and enter Counted cash.
Give a reason if it does not match.
Close the till.
Manager card
Approve with care
Enter your PIN only for changes you have checked. An approval lasts 120 seconds and works once.
Voids are for same day mistakes. Returns are for goods coming back.
Each day
Check Home. Read Needs you.
Reply to messages that need a reply.
Look at Who owes you.
Look at the Low stock review.
Check each closed shift's variance.
Each week
Run Reports for Last 7 days.
Run Reconcile and fix what it flags.
Receive any stock that arrived.
Review who has which role.
Each month
Run Reconcile and check Accounting health.
Close the period, if you use it.
Export what your accountant needs.
Owner card
Turn on only the features you use.
Verify your email, or nothing is sent to customers.
Give each person the least access that does their job.
Keep your tax rates on every product that is taxed.
Contact [email protected] with the screen name and the exact message.