Once you have created your Keepsales account and obtained the appropriate hardware, kindly follow the checklist below to make sure you are all set and ready to go:
Make sure your internet source is ready
Without internet connectivity, you cannot even access the Keepsales software so getting this for your business location should be top most priority. Once you are done setting up, you can always sell without the internet but not before.
Set up your account (single store/ multi-branch)
If your business has just a single branch, then there is nothing to do at this stage, but if you have multiple branches or warehouses for your business and you desire to use Keepsales for all of them, then you can add these branches right from your account. Note that, each additional branch comes at a separate subscription fee.
Type your products list into the software
Getting your products list into Keepsales is possibly one of the most important things you need to get right. At this stage, you are required to input each individual item you sell into the software, together with their price, quantity and expiry information (if applicable). Once you are done with this, then you have conquered a huge milestone.
You can do this on your own or contact us to book a stock take for you at an extra fee.
Setup your sale attendants and administrator accounts
Once you have inputted all your data, it is necessary to setup permissions as to who in your business has access to what. Typically, you don't want sales people to have access to your inventory data. You would only want them to be able to record sales. You can easily achieve this with our user accounts and permissions system.
Start selling and seeing the immediate benefits of Keepsales
Congratulations on making it this far! At this point, you can begin tracking all your sales and inventory like a professional and effective business owner. Basically, anytime a customer makes a purchase, you simply record the sale in Keepsales. Inventory quantities will be immediately adjusted.
Also, when you bring in new stock, you can update your stock quantities as well to reflect the changes.
There is so much more you can do with Keepsales so continue exploring our help center and youtube channel to learn a whole lot more.