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Tutorials

Short walk-throughs of the jobs people do most. You can follow every one of them in the live demo (see "Running a public demo").

1. Add your products and opening stock

  1. Open Products and press Add product. Give it a name, a SKU, the unit you sell in (for example kg, bag or piece) and the selling price.
  2. Open Purchasing, Receive stock. Pick the supplier, the product, the quantity and the cost per unit, then press Receive into stock.
  3. The product now shows its quantity in Inventory. Cost is tracked as a weighted average, so profit reports stay correct as prices change.

Many products at once: Products, Import from Excel. Download the template, fill it in, upload it, check the preview, then press Import. Nothing is saved until you confirm.

2. Make a sale at the till

  1. Open Point of sale. Search or scan a product and add it. Change the quantity or unit if you need to.
  2. Optionally choose a customer.
  3. Choose how they pay: cash, transfer, card, or a mix. Leave the payment empty to sell on credit to a customer.
  4. Press Complete sale. A receipt is created. You can print it, download a PDF, or send it by WhatsApp or email.

3. Raise an invoice and get paid

  1. Open Invoices, New invoice. Choose the customer, add the items and set a due date.
  2. Send the invoice link to the customer. They can pay online if you connected Paystack, Flutterwave or Korapay, or report a bank transfer you then confirm.
  3. When money arrives it is allocated to the invoice, and the customer's outstanding balance updates.

4. Launch an online store

  1. In Settings, switch on listing and add your logo and cover photo.
  2. Add a photo to each product (Products, edit product).
  3. Share your store link from Settings to WhatsApp, Facebook and other apps. Customers add to the cart and either pay now or ask for an invoice.

5. Run a sales campaign

  1. Open Sales pages, New sale. Name it, add a tagline, and choose a look (Clean, Christmas or Black Friday).
  2. Add offers: a product at a special price, a bundle with a discount percentage, or an item you buy for the customer after they order.
  3. Set start and end dates, upload a banner, and press Publish page.
  4. Share the link. Visitors see the offers before the sale starts but can only order once it is live.

6. See how the business is doing

  • Dashboard: sales, orders, margin, money owed to you, and things that need attention.
  • Reports: sales, stock, profit and loss, balance sheet, ageing of debtors and creditors.
  • Insights: best sellers, slow stock and customer analysis.

7. Add your team

  1. Open Team, Invite and choose a role (cashier, store manager, accountant and others).
  2. Each person sees only what their role allows. Owners and administrators are asked to turn on two-factor sign-in.

Proventory documentation