Your Whole Day, Branch By Branch, Before You Sleep
At closing time UpeoRetail emails you one PDF: what every branch took, who sold it, who held the drawer, how it was paid, what is still owed, and the three or four things that need a decision before tomorrow opens.
It is not a dashboard you have to remember to open. It arrives.
07:12 → 18:41
| Nairobi | 156 sales | 531,600 |
| Mombasa | 78 sales | 244,500 |
| Kisumu | 62 sales | 189,600 |
| Nakuru | 49 sales | 140,200 |
Four Numbers, Then The Whole Story
The report opens with the only four figures most owners need, and then earns them - section by section - so you can check any one of them without asking anybody.
Submitted invoices only. Held carts and unapproved credit are never in this number.
What actually reached a drawer or an account - net of refunds paid back out.
Invoices that left the counter unpaid today, and who they belong to.
Real orders stopped at the approval gate. No stock moved, no ledger touched.
What Is Inside
The day whole, then branch by branch, then person by person.
The day
Everything that went through the tills between the first sale and the last, and the shape of the hours in between.
- Value taken each hour, stacked by branch
- Invoiced value traced step by step to money in hand
- Every payment mode, net of refunds paid back out
- Basket sizes, product groups and the products that carried the day
- The largest customers, and what each still owes
The branches
Each counter on its own line - not just who sold the most, but who sells differently.
- Sales, value, share of the day and average basket per branch
- Lines, units, distinct products and distinct customers
- Collected, still owed, refunded and held as drafts, by branch
- A colour per branch, carried through every chart and table
The counter
Who sold, who took the money, and who authorised what. They are rarely the same person.
- Value and volume per salesperson, with the hours they were active
- Biggest sale, distinct customers served and drafts left held
- A separate table for the cashier who held the drawer
- Refunds attributed to whoever authorised them, not to whoever sold
What needs a decision
The part most owners read first: what the day is telling you, in plain sentences.
- Credit sitting unapproved, and the largest order stuck at the gate
- Debt concentrated on a single invoice or a single customer
- A branch selling well while capturing almost no customer names
- Sales piling up on stock that has never been categorised
- Documents raised outside a named till, which belong to nobody
It Proves Itself Before It Sends
A daily total that is quietly wrong is worse than no report at all, because it gets believed. So the day is recomputed several independent ways and the answers are compared before anything reaches your inbox.
If a check fails, the report still arrives - with the failure printed at the top, in red, naming the two figures that disagree. Nothing is quietly rounded into place.
Every branch total is recomputed and summed. If it misses the day by a shilling, the report says so.
The league table is not a separate query with its own opinion - it has to reconcile to the same figure.
Cashier totals are checked independently of seller totals, so a mis-assigned shift shows up instead of hiding.
Cash, M-Pesa, card and bank must sum to what was actually received - after refunds paid back out.
The identity that catches a missing payment. It is the one that fails first when something is wrong.
Built On Real Multi-Branch Control
The report can only be this specific because the system underneath it knows which branch every sale, every till and every person belongs to.
A branch is a real thing
Its own warehouse, price list, walk-in customer, cost centre and short code - not a text field on a sale.
People belong to branches
Assign staff to one branch or several. What they can see, sell and report on follows automatically.
Tills belong to branches
Each cash drawer, till number and bank account is named against the branch that operates it.
Seller and cashier are separate
The person who rang the sale and the person who held the money are both recorded, and both reported.
Stock moves between branches
Transfers, receiving and per-branch availability at the till, so you can sell what the next shop is holding.
Scoping is enforced, not filtered
A branch manager cannot read the group by changing a dropdown. The limit is applied server-side, on every query.
The last page is the one people read twice
Every report closes with What needs a decision - a short list of what the day is actually telling you, written in sentences rather than left in a table for you to find.
Held credit is worth 18% of everything the shop invoiced today.
Most of what is owed sits on one invoice, to one named customer.
A branch selling well while capturing almost no customer names.
A quarter of the day sitting on stock nobody has ever filed.
Reports are branch-scoped: a branch manager receives their own counter, a group manager receives the branches they run, and an owner receives everything. See pricing for branch and user limits.
See It On Your Own Shop
Book a demo and we will walk through a full trading day - branches, counters, tills and all.