How to run your shop on UpeoRetail
Short, practical guides written for the person doing the job. Each one covers a single task, start to finish, in the words you will see on your own screen.
Selling
Everything that happens at the counter, from a plain cash sale to a return.
How to make a sale in UpeoRetail
Serve a customer at the counter in UpeoRetail - find the item, add it to the sale, take cash or M-Pesa, and print the receipt. Step-by-step guide for shop staff.
Read the guideHow to make a credit sale in UpeoRetail
Let a trusted customer take goods now and pay later in UpeoRetail. Record the credit sale, get supervisor approval, and collect the balance under Receivables.
Read the guideHow to take an M-Pesa payment in UpeoRetail
Match an M-Pesa payment to a sale in UpeoRetail. Pick the payment from the pending list, or type the code off the customer's phone. One code, one payment.
Read the guideHow to refund or exchange an item in UpeoRetail
Take an item back, give the money or swap it for something else in UpeoRetail. Find the original sale, choose what is coming back, and settle the difference.
Read the guideHow to hold a sale and come back to it in UpeoRetail
Park a half-finished sale in UpeoRetail and serve the next customer. Queue it with a reason, then pick it up again from Queue or Unfinished Sales.
Read the guideHow to sell when the internet is down in UpeoRetail
Keep serving customers when the connection drops. UpeoRetail saves offline sales on the till and syncs them when the internet returns. Know what it will and will not allow.
Read the guide
Money
Your till, what customers owe you, and what the shop spends.
How to open and close your shift in UpeoRetail
Open your till with a float, sell through the day, then count the drawer and close your shift in UpeoRetail. Hand cash over and get it signed off.
Read the guideHow to collect money owed to your shop in UpeoRetail
Chase and record payments from customers who bought on credit. See who owes what, how overdue it is, and take the payment so the KRA receipt prints.
Read the guideHow to record an expense in UpeoRetail
Record shop expenses and petty cash in UpeoRetail. Log what was spent, on what, and keep the receipt, so your profit figures are real.
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Stock
Getting goods in, counting what is there, and moving it between shops.
How to receive stock from a supplier in UpeoRetail
Book delivered goods into your shop in UpeoRetail. Receive against a purchase order or record a manual receipt, and get stock onto the shelf correctly.
Read the guideHow to count your stock in UpeoRetail
Run a stock take in UpeoRetail. Open a count sheet for a warehouse, enter what is actually on the shelf, explain the differences and close the sheet.
Read the guideHow to move stock between branches in UpeoRetail
Send stock from one branch or warehouse to another in UpeoRetail. Dispatch the transfer, then confirm receipt at the other end so nothing goes missing.
Read the guideHow to add a new item in UpeoRetail
Put a new product into your UpeoRetail catalogue. Set the item name, group, unit, selling price and reorder level so it can be sold and reordered properly.
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Customers
Putting regulars on file so you can sell to them on credit and keep their history.
Owner
Reading how the business is actually doing.
About
What UpeoRetail is, and what the words in it mean.
Is UpeoRetail a POS system?
UpeoRetail does everything a POS system does and keeps going where one stops - stock, credit, suppliers, branches and profit. Here is the honest difference.
Read the guideUpeoRetail words and what they mean
A plain-language glossary of the words you will see in UpeoRetail - shift, float, variance, receivables, ageing, credit sale, reorder level and more.
Read the guide
Want to see this in your own shop?
Book a walkthrough and we will set UpeoRetail up with your own stock and prices.