Quick Start

Seven steps from a new account to your first sale. Do them in this order and the rest of the app falls into place.

The Onboarding Guide on the Dashboard walks through the same first steps inside the app and keeps track of your progress.

1. Install and create your account

Download the app for Windows or Mac from shopkeeperpos.com/download, or use it in a browser at web.shopkeeperpos.com.
Choose Create account, fill in the form, and enter the 4-digit code sent to your email.
Sign in as Owner with your email and password.

More detail: Installation & Signing In.

2. Fill in your business details

Open Settings → Business Profile.
Choose Edit details and add your logo, contact details, tax and CAC numbers, and currency.

These appear on your receipts and invoices.

3. Add your products

Open Inventory → Manage Inventory and choose Add Product.
Enter the name, the Selling Price, the Cost Price and the Initial Stock Quantity.
Choose Create Product.

Tip

Have a list already? Import Products, in the ⋮ menu, takes a CSV or Excel file. See Products.

4. Add your team

Open Settings → Staff Management and choose Add Member.
Give each person a role and their own PIN.

Working alone? Skip this step. More detail: Team & Roles.

5. Set up printing

Plug your receipt printer into the computer by USB.
Open Settings → Printer Settings, switch on Enable thermal printing, and choose the Paper width.
Set how invoices look in Settings → Invoice Templates.

No printer yet? Skip this step. More detail: Printing.

6. Make your first sale

Choose Start selling.
Type or scan a product in Search for items.
Choose Cash or Transfer, and confirm.
Choose Print for a receipt.

More detail: Sales & Invoices.

7. Check the day's figures

Open Dashboard to see today's sales. At the end of the day, Reports → Collections & cash-up shows the money received by payment method, to check against the till.

What to set up next

More than one shop: Branches.
Customers who pay later: Customers.
Unreliable internet: Offline Mode.
Selling online: Online Store.
Your subscription: Plans & Billing.

Still stuck? Contact support.