Selling goods
Shops, supermarkets, boutiques and pharmacies: a fast till, barcodes, stock by item and daily cash-up.
Made for Shop owners who sell to the public
Start with the Retail shop setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
TAX INVOICE
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Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
The customer wants something that is not on the shelf: order it, tell them, hand it over.
Check the item, get approval, refund or exchange, and put the stock right.
Claim a credit from the supplier for damaged, wrong or missing goods.
Check and approve a new supplier before the first order.
Handle a complaint from the first message to the follow-up call.
These start as templates. Turn on the ones you want and they appear on the right day.
| Open the shop | Every day | Get the shop ready for the first customer. |
|---|---|---|
| Close the shop and cash up | Every day | Count the money and compare it with the till report. |
| Reorder low stock | Every week | Order what has run low before it runs out. |
| Cycle count: count one aisle | Every week | Count a small part of the shop each week so the stock stays right. |
| Check prices and promotions | Every week | Make sure shelf prices match the system. |
| Check expiry dates | Every week | Take expired and short-dated goods off the shelf. |
| Review slow-moving stock | Every 3 months | Find the items that have not sold and decide what to do. |
| Match supplier statements | Every month | Compare each supplier statement with your bills. |
| Update online listings | Every week | Keep photos, prices and stock on the website or social pages right. |