How it works

From Set-up to Cash-up. Seven Steps.

This is how a shop goes from an empty system to its first day of trading, and what the owner sees at the end of it.

  1. Step 1

    Set up your shop

    Enter the details your slips and invoices need, and choose how you take payment.

    • Shop name and logo
    • VAT registration, VAT number and company registration number
    • Banking details for invoices
    • Slip width: 58 mm or 80 mm
    • Payment methods: cash, and any of card, SnapScan / QR and Instant EFT
  2. Step 2

    Add your products and prices

    Add products one at a time, or bring an existing product list from a spreadsheet during set-up.

    • Name, selling price, cost and barcode
    • VAT treatment: standard or zero-rated
    • Pack sizes, each with its own price
    • Services such as delivery or fitment
    • Barcodes the till does not know can be linked at the counter

    Illustrative screen. Products, names and prices are examples.

  3. Step 3

    Add your staff

    Give each person a role and their own six-digit till code.

    • Owner: everything
    • Shop manager: till, takings, stock and buying
    • Cashier: sells, refunds and tabs; no prices, stock or settings

    Illustrative screen. Products, names and prices are examples.

  4. Step 4

    Receive stock

    Book each delivery in with quantities and costs, so stock and profit start out right.

    • Type the lines in, or load the supplier’s spreadsheet
    • Lines must add up to the slip total before stock loads
    • Costs are averaged automatically

    Illustrative screen. Products, names and prices are examples.

  5. Step 5

    Sell

    Open the till with a float and start selling.

    • Tap, search or scan to add products
    • Take cash with change on screen, or record card, QR or EFT taken on your own machine
    • Print the slip, send it by WhatsApp, or skip it
    • Put a sale on a customer’s tab, if you use tabs

    Illustrative screen. Products, names and prices are examples.

  6. Step 6

    Keep an eye on stock and sales

    Low and sold-out items are marked as you go, and anything unusual is collected for you.

    • Stock on hand, with value at cost
    • A buy list with suggested order quantities
    • Blind stock counts, approved by a manager
    • Exceptions: till and count differences, offline sales that could not be accepted
  7. Step 7

    Close the till and read the reports

    Count the drawer blind, then see how the day really went.

    • Expected, counted, and short or over
    • Takings by payment method and by cashier
    • Profit per product, and VAT on sales
    • Exports to spreadsheet for your accountant

    Illustrative screen. Products, names and prices are examples.

Before you start

What you will need

Most shops already have most of this.

  • A computer, tablet or phone with an up-to-date browser. Chrome or Edge is best: the cash drawer and phone scanning need one of them.
  • An internet connection. Cash sales can carry on for a while without one.
  • Your product list, with prices, and costs and barcodes if you have them. A spreadsheet is ideal.
  • Your VAT number, if you are VAT-registered, and the banking details you put on invoices.
  • The names of the people who will use the till.

Equipment that works with it

None of it is required to start.

  • Barcode scannerAny USB or Bluetooth scanner that types like a keyboard. Or pair a phone as the scanner (Chrome on Android).
  • Receipt printerSlips are printed through the browser at 58 mm or 80 mm wide.
  • Cash drawerA drawer connected through a compatible receipt printer opens itself after cash sales.
  • Where it runsOnline at its own web address, or on a small computer kept in the shop. We will talk through which suits you.

See the seven steps on a shop like yours.

In a demo we walk through the till, the stock screens and the reports, and talk through what setting up would involve for your shop.

Book a demo Ask a question