Company setup
Create your company profile, set valuation method, configure branding for receipts, and add warehouses and stores as locations.
Users, roles & store access
Invite tenant users from Settings → Users, assign roles, and route store access. From a store Staff tab you can link existing users or create portal logins so sales attribution matches login identity.
Products & inventory
Maintain SKUs, costs, selling prices, reorder levels, and on-hand quantities. Use lots and expiry where required; adjustments and movements remain auditable.
Purchasing & receiving
Raise purchase orders against suppliers, receive stock into warehouse locations, and keep PO status visible through the receiving pipeline.
Transfers & requisitions
Stores create requisitions; warehouses fulfill and dispatch. Transfers update quantities on both sides and appear in warehouse/store reports.
Point of sale
Sell from store inventory with discounts, tender types (including Mobile Money and split payments), and branded receipts. Stock decreases on completed sales.
Credit sales & proforma
Issue credit invoices, track outstanding balances, record payments, and convert proforma quotations into sales when accepted.
Reporting hubs
Use company, store, and warehouse report centres for sales, inventory health, exceptions, AI insights, custom builder reports, and scheduled PDF/CSV delivery.
Discount analytics
The Discounts report shows total discounts, percent of sales, and breakdowns by staff, product, day, and location. Discounts reduce revenue/GP; COGS is unchanged.
Finance suite
Review P&L, balance sheet, cash flow, trial balance, journals, and inventory valuation. Credit outstanding and GP metrics connect commerce to finance.