How to use KASSIX

What’s inside

1. Welcome to KASSIX
2. Creating your account
3. Setting up your shop
4. Adding your products
5. Making a sale
6. Finding past sales
7. Keeping track of stock
8. Seeing how your shop is doing
9. Logging off
10. Quick answers
11. Words you might see

Part 1Welcome to KASSIX

KASSIX is a cash register on your computer, tablet or phone. It helps you:

• ring up customers quickly and work out their change,
• print a receipt for every sale,
• know how many of each product you have left,
• see how much you sold today, this week and this month.

What you need

• A computer, tablet or phone connected to the internet.
• An email address.
• A printer, only if you want paper receipts. Any printer your device already uses will work.

Finding your way around

On a computer or tablet, the menu on the left takes you everywhere. On a phone, use the bar at the bottom: Dashboard, Sales, Products and More (for Inventory, Reports, Settings and Log off). The round blue cart button opens New Sale.

Part 2Creating your account

You only do this once. When you open KASSIX you will see a window called Welcome to KASSIX.

1. Press the Create account tab at the top of the window.
2. Type your Business name, for example “Kape Kanto”. This is printed on your receipts.
3. Type Your name. You can leave this empty if you like.
4. Type your Email address.
5. Wait for the Cloudflare box to show a green tick. If it asks, tick Verify you are human.
6. Press Start 60-day free trial.

Choosing your password

The link opens a page called Choose a password.

1. Make up a password with at least 8 letters or numbers, and type it twice.
2. If you see a box to agree to the Terms & Conditions and Privacy Policy, tick it.
3. Press Save password. Write your password down somewhere safe.

That finishes your account, and KASSIX takes you to set up your shop.

Signing in next time

1. Make sure the Sign in tab is selected.
2. Type your email and password.
3. Wait for the Cloudflare box to show a green tick.
4. Press Sign in.

If something is typed wrong, a red box will tell you what to fix.

Part 3Setting up your shop

Do this before your first sale. Open Settings (on a phone: More, then Settings).

Press Save when you are done. Changed your mind before saving? Press Revert to go back.

Part 4Adding your products

Products are the things you sell. Each one becomes a button on the register.

1. Open Products.
2. Press New product. A small window opens.
3. Fill in the boxes (see the table below).
4. Press Add product.

Part 5Making a sale

This is what you will do most of the day. Open New Sale. You’ll see your products and the customer’s order, called the cart. On a phone, the cart opens when you press the blue bar at the bottom that shows the number of items and the total.

Step 1 · Add what the customer is buying

• Tap a product to add it. Tap it again to add one more. A small number on the product shows how many are in the cart.
• Can’t see it? Type its name in the Search box at the top, scan its barcode, or tap a group like Drinks.
• Products running low say Low: 6 left. Products with none left say Out of stock.

Step 2 · Check the order

• Press + or − to change how many.
• Press × to take an item out.
• Press Clear to empty the whole cart and start again.
• Giving a discount? Type the amount in the Discount box.

The Total is shown at the bottom of the cart. Tax is already added.

Step 3 · Take the payment

1. Choose how the customer pays: Cash, Card, GCash or Other.
2. For cash, type the amount they handed you in Cash received, or tap a quick button like Exact or ₱500.
3. KASSIX works out the change for you. Change due means you give that back. Short by means the customer still owes money.

Step 4 · Finish

Press Complete sale. A window called Sale complete shows the receipt. From there you can:

• press Print receipt to print it,
• press View in Sales to see it in your list of sales,
• press New sale to serve the next customer.

Part 6Finding past sales

Every sale is saved with its own receipt number, like R-000128. Open Sales to see them all, newest first.

To find one sale, type its receipt number, pick dates, or choose a payment method at the top, then press the search button. Press any sale to open its receipt. You can print it again from there.

Need your sales in a spreadsheet? Use the export buttons on the Sales page. They download the sales that match your current filters.

Part 7Keeping track of stock

Every time you sell something, KASSIX takes it off your stock automatically. You only need to step in when new stock arrives or when your count doesn’t match.

1. Open Inventory (on a phone: More, then Inventory).
2. Find the product and press Restock / adjust.
3. Choose one:
   • Restock when a delivery arrives. Type how many you received. KASSIX adds them to what you already have.
   • Set count after counting your shelf, or when items break or go missing. Type how many are really there. KASSIX replaces the old number.
4. Add a short note if you like, such as “Supplier delivery” or “2 damaged”.
5. Check the New stock number shown under the box, then press Save.

Part 8Seeing how your shop is doing

The Dashboard

Open Dashboard for a quick look at today:

• Today’s sales: all the money taken today.
• Transactions: how many customers you served.
• Avg. sale: how much each customer spent, on average (on bigger screens).
• Est. profit: roughly what you earned after paying for the products.

Below that you’ll find your sales for the last 7 days, your top sellers, your recent sales, and a Low stock list of things to reorder soon.

Reports

Open Reports to look further back. Choose today, this week or this month. You’ll see your total money in, costs, profit, sales by hour or day, which payment methods customers used, and your best-selling products.

Part 9Logging off

When you finish for the day, log off: on a computer, press Log off at the bottom of the menu; on a phone, open More and press Log off. Always log off if other people use the same device.

Part 10Quick answers

Part 11Words you might see

Happy selling!