Before you start, gather these
Your business name, address and email.
The currency you trade in, and whether your shelf prices include tax.
Your tax rate or rates, and your tax registration number if you have one.
A list of what you sell with prices. A spreadsheet saved as CSV is best, as guide 11 explains.
The names and emails of the people who will use BizPlusX, and what each does.
How you take payment. If you use M-Pesa, have your shortcode, and have your Daraja keys and passkey ready.
Your logo, as an image under 2 MB.
Day 1, open the workspace
Create your account and wait for the setup page to finish. See guide 01.
Verify your email from the message we send. You can look around without it, but you cannot send anything to customers until you do.
Fill in Business details, your currency and your tax rate. See guide 02.
Turn on only the payment methods you really use.
Day 2, add what you sell
Import your products from your CSV, or add the first ten by hand. See guide 11.
Put stock on hand with Receive, or Add stock for each product.
Open a few products and check the price and the tax rate. A product with no tax rate is sold with no tax.
Day 3, add your people and your till
Invite your team and give each person the right job. See guide 02.
Set a till PIN for each person who will sell.
Add a register and choose how your receipts look.
If you run more than one shop, add your locations and mark one as the default.
Day 4, practise a sale
Sign in to the till with your own PIN and open the till with a small float.
Add a cheap item and take cash for it. Print or view the receipt.
Try a card or M-Pesa payment for a second item. See guide 09.
Void the sale. Choose Void sale, give a reason of at least 3 characters and have a supervisor enter their PIN. Voiding is for same day mistakes only.
End the shift. Count the drawer, enter Counted cash and close the till.
Day 5, look after your customers
Import or add your customers.
Set up the rewards scheme if you want one. See guide 05.
Connect WhatsApp if you use it. Remember that free text only works for 24 hours after a customer writes.
Send a test invoice to yourself.
Day 6, set up your online store
Only if you sell online. Follow guide 06 and publish your store.
Day 7, check your numbers
Open Home. The Finish setting up card lists what is left.
Open Reports and pick Last 7 days. See guide 07.
Open Reconcile and make sure your cash book and your ledger agree. See guide 14.
Write down what confused you. Guide 04 lists the messages you might see.
When you can say you are live
A real sale has gone through the till and the shift closed with a count.
Your products, tax rates and payment methods are right.
Every person who sells has a PIN.
Your email is verified.
Reports match what you expected.