Where settings live
In the BizPlusX app, open Settings. The rows are grouped as Your business, Money and tax, Selling, Products, People and access, and More company setup. You only see the rows your role and your features allow.
In Backoffice on the web, open Settings. The groups are Company, Sales and POS, Catalog, People, Money and Systems.
Most settings need the general settings permission. If a row is missing, ask the owner to check your role.
1. Your business details
App path is Settings, Your business, Business details.
Business name is required and can be up to 30 characters.
Email is required.
Address is required.
Phone and tagline are optional.
For your logo, open Logo and documents. Choose Choose logo and pick an image under 2 MB. Until you do, a system logo is used. The same screen sets how your documents look and the prefixes for invoice, quote and purchase numbers.
On the web the page is Company, Business and branding.
2. Currency, language and dates
App path is Settings, Currency, and Settings, Language and dates.
Choose your default currency. You cannot save without one.
Language offers English, Kiswahili, French and Arabic.
Date format offers DD/MM/YYYY, MM/DD/YYYY and YYYY-MM-DD.
3. Taxes
App path is Settings, Taxes.
Under Prices, choose Tax exclusive or Tax inclusive. Exclusive means tax is added on top of the shelf price. Inclusive means the shelf price already contains it.
Enter your tax registration number if you have one.
Under Tax rates, choose Add tax rate. Give it a name and a rate. Rates are saved as active.
A rate only applies to a product that has one. Open the product, choose a Tax rate and say whether the price is exclusive or inclusive. A product with no rate is sold with no tax, and there is no company-wide default rate. The Prices setting above only decides whether tax is added on top or already included. Set a rate on every product you charge tax on.
4. Payment methods
App path is Settings, Payment methods. You need the payment method permission.
Each method shows On or Off, with a Turn on or Turn off button. To add one, choose Add method, name it and pick a kind. The kinds are Cash, Card, Mobile money and Other.
To take M-Pesa, add a method with the kind Mobile money so it shows at the till. The connection to Safaricom is set up on the web, not in the app. Open Backoffice, then Settings, Money, Payment gateways, and choose Set up next to M-Pesa. You need the payment gateway permission.
You will enter
Environment, which is sandbox or production
Consumer key and Consumer secret
Business shortcode
Transaction type, which is CustomerPayBillOnline for a paybill or CustomerBuyGoodsOnline for a till
Till number, shown only for a till
Passkey
Whether to use the central callback, and a callback URL if you want your own
Choose Test connection, then Save configuration. Setting up a gateway needs a verified email.
5. Products, categories and stock
App path is Settings, then Units, Brands and Categories. Each is a list with an Add button and one required field, the name.
To add a product, use Add on the Products screen. Choose Product or Service, enter the name and the selling price, then choose Add. Nothing happens if the name is empty or the price is below zero.
To put stock on hand, open the Stock tab and choose Receive, which reads Get goods from a supplier. Pick the supplier, then add a line for each product with the quantity and the unit cost. You need the purchase permission. The errors you can meet are "Supplier is required", "Each filled line needs quantity and cost" and "Add at least one product". On a single product you can also choose Add stock or Adjust stock, and for an adjustment you give a reason.
6. Your team
App path is the Team tab, then Invite.
Enter their name and email, and pick their job.
Choose Invite. You need permission to create users.
A till PIN can be set two ways.
A manager sets it for someone. In Backoffice, open Settings, Team, find the person and choose Set PIN. Enter 4 to 12 digits and choose Save PIN. In the app, open the Team tab and choose Set PIN. You need the permission to set PINs. A person without a PIN shows No PIN.
Each person can set their own. Open Settings, My security, Account security, and enter an Operator PIN of at least 4 digits. Leave it blank to keep the current one.
The PIN is what that person types to unlock the till.
Roles are read only in the app. To see who can do what, open Roles. To change a role on the web, use Settings, People, Roles and permissions.
Who can approve a discount or a refund
Open Backoffice, Settings, Sales and POS, Rules and approvals. The page lists which actions stop for a manager's PIN, the discount limits, and whether a person may approve their own action. It is read only today. Whether someone can approve depends on whether their role has the permission for refunds and voids, discounts or price changes. Change that on the role.
7. Registers, receipts and numbering
Registers. Settings, Registers, then Add a register. A register needs only a name.
Till look. Settings, Till look, then choose Standard, Light or Brand.
Receipt. Settings, Receipt. Switch on or off the shop name, address, contact, tax registration, tax breakdown and logo, add a footer line, and decide whether to offer the receipt on WhatsApp after a sale.
Document numbers. Settings, More company setup, Operational defaults. Each document type has a prefix. A prefix shorter than 2 characters is padded with X.
8. Locations
Settings, Locations, then Add location with a name and an address. The first is shown as Main location. Use this when you sell from more than one shop.
If you have more than one location, mark one as the default. In Backoffice, open Settings, Locations, edit the location and tick Default location, then Save location. The app shows which location is the default but does not let you set it. The default is used for work that has no location of its own, such as kitchen orders.
9. Turn features on
Your workspace only carries the features it uses. You can turn more on at any time.
In the app, open Settings, More company setup, Business capabilities. The screen is called Features and add-ons and shows a status for each feature.
Ready means you can turn it on.
Not in plan means your plan does not include it. Choose a plan to switch it on.
Not enabled has a Turn on button.
Installing says "Setting this up. This usually takes a minute." Choose Check again.
Needs setup means it is installed and needs a few settings.
Failed offers Retry, Repair or Check again.
In Backoffice, open Settings, Systems, Features. Each feature has an on and off switch, a Manage link where it has a screen of its own, and See plans when your plan does not include it. A Needs attention label means a setup step did not finish, and you can copy the details to send to support. Some features are always on because the rest of your business needs them.
Some features turn others on with them. A box titled Also turns on lists them before you confirm.
If you open a screen whose feature is off, you are usually offered a Turn on button right there.
Check your work
Your Finish setting up card on Home lists what is left. A good first pass is business details, currency, one tax rate, one payment method, one product with stock, one register and one team member.
Next
Use the till