How to use this training
These articles are designed to be read in order. Start with getting set up, learn how to navigate the platform, then explore the features that matter most to your business. Each article takes 4–6 minutes to read and includes practical steps you can follow along with in your own AskBiz account.
🚀 Getting Started
Your first steps on the platform
Getting Started with AskBiz
Your first steps with AskBiz — creating an account, logging in, and understanding the main dashboard.
How AskBiz Camera-First Works
Understanding AskBiz's unique camera-first approach — point your phone, AI recognizes products, and instantly add to cart or complete transactions.
Business Settings and Team Management
Setting up your business profile, inviting team members, assigning roles, and managing permissions in AskBiz.
🛒 Point of Sale
Every POS feature, step by step
Reading Your POS Daily Dashboard
A complete guide to the AskBiz Point of Sale Overview — understanding your daily revenue, sales count, refunds, low-stock alerts, margins, and staff performance at a glance.
How to Open and Close Your Till on AskBiz POS
Step-by-step guide to starting a cashier session with the Open Till button — including how tills work, handling opening float, and what happens at end of day.
Managing Stock Alerts and Low Inventory on AskBiz POS
How to use the Stock Alerts section in your POS Overview to catch out-of-stock products before they become a problem — and how to restock quickly.
Managing Your POS Inventory on AskBiz
A complete walkthrough of Operations > Inventory — adding products, setting prices and costs, managing stock levels, and keeping your product catalogue accurate.
Viewing and Analysing POS Sales & Transactions
How to use Operations > Sales to review every transaction, filter by period, track revenue trends, and identify your best-selling products and busiest times.
Customer Profiles and Segments on AskBiz POS
How to use Operations > Customers to view customer purchase history, build segments, and understand who your best customers are.
Creating Promotions, Discounts and Coupons on AskBiz POS
How to set up and run promotions in AskBiz POS — from simple percentage discounts to product-specific deals and coupon codes.
Setting Up a Loyalty Programme on AskBiz POS
How to create and manage a points-based loyalty programme — setting earn rates, reward tiers, and how customers redeem points at checkout.
Processing Returns, Refunds and Exchanges on AskBiz POS
How to handle returns and refunds cleanly in AskBiz POS — finding the original transaction, processing a full or partial refund, and restocking returned items.
Using POS Reports: Sales, Margins and Insights
How to generate and read POS reports in AskBiz — understanding your sales summary, margin analysis, best-selling products, and busiest trading periods.
Managing POS Staff: Adding Cashiers, Setting PINs and Permissions
How to add staff to AskBiz POS, assign roles and branches, set PINs for till access, and manage seat usage across your locations.
Managing Multiple Branches on AskBiz POS
How to set up and manage multiple locations — adding branches, assigning stock and staff, comparing branch performance, and consolidating your multi-site view.
The POS Sales Map: Geo-Tagged Transactions
How the AskBiz POS Map tab works — enabling location access, viewing where sales happen geographically, and using map data to understand customer footprint.
Using the POS Audit Log to Track Every Change
How the Audit Log in AskBiz POS records every transaction, stock change, staff action, and system event — and how to use it to investigate discrepancies.
POS Logistics Network: Managing Deliveries and Fleet
How to use the Logistics tab in AskBiz POS to track parcels, manage your delivery fleet, monitor routes, and view logistics revenue across all branches.
Exporting Data and Generating MTD VAT Reports on AskBiz POS
How to use the Export CSV and MTD VAT buttons on AskBiz POS to download your sales data and produce VAT-compliant reports for accounting and tax filing.
POS Operations: Navigating Retail, Restaurant, Salon and More
How the Operations tab adapts to different business types — understanding the sector selector and what changes between Retail, Restaurant, Repair, Salon, Factory, and Logistics modes.
POS Integrations: Connecting Xero, Payments and More
How to connect AskBiz POS to your accounting software, payment terminals, and other business tools — so your sales data flows automatically without manual entry.
Using AskBiz AI to Query Your POS Data
How to use AskBiz's AI chat to ask questions about your Point of Sale data — from daily sales summaries to product performance, staff analysis, and margin deep-dives.
End-of-Day Close: Cash Reconciliation and Till Counting
A step-by-step guide to closing your till at end of day in AskBiz POS — counting cash, reconciling card totals, identifying discrepancies, and producing a closing summary for your records.
How AskBiz POS Sales Feed Your Business Dashboard
What actually happens between a till sale and your My Business dashboard — what updates instantly, what needs a refresh, and why there's no separate connection step.
🏪 POS Retail Section
Products, stock, pricing, and supplier workflows
Building Your Product Catalogue in AskBiz POS
A complete walkthrough for adding products to AskBiz POS — setting names, SKUs, barcodes, cost prices, selling prices, and stock quantities from scratch.
Managing Product Variants: Sizes, Colours and Packs
How to set up product variants in AskBiz POS — creating size and colour options, managing individual variant stock levels, and handling variant-level pricing.
Organising Products with Categories
How to create and manage product categories in AskBiz POS — grouping your catalogue for faster till navigation, better reports, and cleaner inventory management.
Adding and Managing Suppliers
How to set up suppliers in AskBiz POS — adding contact details, linking suppliers to products, and using supplier data to streamline reordering.
Creating and Managing Purchase Orders
Step-by-step guide to raising purchase orders in AskBiz POS — adding items, setting quantities, sending to suppliers, and marking deliveries as received to update stock.
Running a Stock Take in AskBiz POS
How to conduct a full or partial stock count in AskBiz POS — preparing for the count, entering quantities, reconciling discrepancies, and updating your live stock records.
Setting Up Price Lists for Trade and Wholesale Customers
How to create and assign price lists in AskBiz POS — setting wholesale, trade, or VIP prices that override standard retail prices for specific customers.
Transferring Stock Between Branches
How to create and process stock transfers in AskBiz POS — moving inventory from one branch to another, tracking transfer status, and updating both branches' stock counts automatically.
Recording Wastage and Stock Write-Offs
How to record damaged, expired, or lost stock as wastage in AskBiz POS — keeping your inventory accurate without creating phantom sales or inflated stock counts.
Setting Up Barcode Scanning at Your Till
How to configure and use barcode scanning in AskBiz POS — connecting a scanner, assigning barcodes to products, and speeding up the checkout process.
Setting Minimum Stock Levels and Reorder Points
How to configure minimum stock levels in AskBiz POS — triggering low-stock alerts at the right time to prevent stockouts before they cost you sales.
Bulk Importing Products via CSV
How to upload your entire product catalogue to AskBiz POS using a CSV file — preparing the template, mapping columns, handling errors, and verifying the import.
Monitoring and Improving Product Margins
How to use AskBiz POS to track gross margin per product, identify underperforming items, and make data-driven pricing decisions to improve profitability.
Adding Product Images and Descriptions
How to upload product images and write product descriptions in AskBiz POS — making it easier for cashiers to identify products at the till and improving the customer-facing experience.
Assigning VAT Rates to Products
How to set the correct VAT rate on each product in AskBiz POS — standard rate, reduced rate, zero rate, and exempt — so every transaction is correctly taxed and your VAT return is accurate.
Setting Up Service Items at the POS
How to add non-physical service items to AskBiz POS — fitting fees, delivery charges, installation costs, and other services that need to appear on till receipts alongside physical goods.
Setting Up and Selling Gift Cards
How to configure gift cards in AskBiz POS — creating gift card products, selling them at the till, tracking balances, and accepting gift card payments from customers.
Managing Inventory Across Multiple Branches
How to use AskBiz POS to oversee stock levels, sales performance, and reordering across all your branches from a single dashboard — without visiting each location.
Running Your End-of-Month Stock and Margin Report
How to use AskBiz POS to produce a complete end-of-month inventory and profitability report — understanding your closing stock value, COGS, gross margin, and key product trends.
🚚 POS Logistics Section
Deliveries, drivers, fleet, and route management
Understanding the Logistics Dashboard
A complete guide to the AskBiz POS Logistics dashboard — reading parcel counts, fleet status, delivery revenue, and performance metrics at a glance.
Creating and Dispatching a Delivery Order
Step-by-step guide to creating a delivery order in AskBiz POS — entering customer and address details, adding items, setting the delivery fee, and dispatching to a driver.
Adding and Managing Delivery Drivers
How to set up driver profiles in AskBiz POS, manage their availability, track their activity, and control what they can see and do in the driver app.
Tracking Parcels and Updating Delivery Status
How to monitor delivery progress in AskBiz POS — tracking parcel status in real time, updating status manually, and investigating delayed or stuck orders.
Setting Up Delivery Zones and Route Planning
How to define delivery zones in AskBiz POS — drawing coverage areas, assigning zones to drivers, setting zone-based delivery fees, and optimising routes for efficiency.
Managing Your Delivery Fleet
How to set up and manage vehicles in AskBiz POS — registering fleet assets, tracking vehicle utilisation, managing capacity, and recording maintenance events.
Configuring Delivery Fees and Pricing Rules
How to set up delivery fees in AskBiz POS — flat rates, distance-based pricing, order-value thresholds for free delivery, and peak-time surcharges.
Handling Failed Delivery Attempts
How to manage failed deliveries in AskBiz POS — recording the reason, notifying the customer, rescheduling, and deciding when to return goods to the depot.
Configuring Customer Delivery Notifications
How to set up automated SMS and email notifications for customers in AskBiz POS — dispatch confirmations, ETA alerts, delivery confirmations, and failed attempt messages.
Collecting Proof of Delivery
How to set up and use proof of delivery in AskBiz POS — capturing customer signatures, photos, and delivery confirmation on the driver app to protect against disputes.
Processing Delivery Returns and Collections
How to manage return collections in AskBiz POS — scheduling a driver to collect goods from a customer, processing the return, and restocking or refunding the item.
Scheduling Future Deliveries and Time Slots
How to set up delivery time slots in AskBiz POS — letting customers choose when they want delivery, managing slot capacity, and scheduling a day's routes in advance.
Bulk Dispatching Multiple Orders at Once
How to dispatch multiple delivery orders simultaneously in AskBiz POS — selecting orders in bulk, grouping by driver and zone, and sending a full run in one action.
Monitoring Driver Performance Metrics
How to use AskBiz POS to track and evaluate driver performance — delivery success rates, on-time percentages, average delivery times, and customer satisfaction scores.
Managing Cash on Delivery (COD) Payments
How to set up and process cash on delivery in AskBiz POS — configuring COD as a payment option, recording driver collections, reconciling cash at the end of the day.
Setting and Monitoring Delivery SLAs
How to configure delivery service level agreements (SLAs) in AskBiz POS — setting time promises by zone or order type, tracking SLA compliance, and managing breaches.
Integrating Third-Party Delivery Platforms
How to connect AskBiz POS to third-party courier and delivery platforms — importing orders automatically, tracking deliveries in one place, and reconciling courier revenue.
Running Logistics Reports: KPIs and Performance Analysis
How to use AskBiz POS Logistics reports to measure delivery performance — total deliveries, success rates, revenue, driver productivity, and zone-level analysis.
End-of-Day Logistics Reconciliation
A step-by-step guide to closing out your logistics operation at end of day in AskBiz POS — confirming all deliveries, reconciling driver cash, returning undelivered goods to stock, and reviewing the day's performance.
🛒 POS Till & Checkout
Payments, discounts, receipts, cash management, and cashier tools
Payment Methods at the AskBiz Till
Learn which payment methods AskBiz POS supports — cash, M-Pesa mobile money, card — and how to connect payment integrations so your till accepts every way customers want to pay.
Applying Discounts and Promotions at the Till
How to apply line-level and order-level discounts at the AskBiz checkout, track every discount given across your team, and monitor promotional impact on your margins.
Split Payments: Taking Two Payment Methods in One Sale
Learn how to split a single AskBiz POS transaction between cash and M-Pesa, or any two payment methods — perfect when a customer can't pay the full amount one way.
Receipts and Transaction Records in AskBiz POS
How to issue printed and digital receipts at the AskBiz till, find past transactions in your audit trail, and use receipts as the starting point for refunds.
Scanning Barcodes at the AskBiz Till
How to use a barcode scanner with AskBiz POS to add products to a sale instantly, assign barcodes to your inventory, and scan new stock into your system.
Quick-Access Product Keys for Fast Checkout
How to set up product quick-keys in AskBiz POS for your fastest-moving items — tap once to add to the basket without searching or scanning.
Managing Your Cash Float and Drawer
How to set an opening float, record cash movements during the day, and reconcile your cash drawer at the end of each shift using AskBiz POS.
Voiding and Cancelling Sales at the Till
How to cancel a sale in progress, void a completed transaction, and process customer refunds through the AskBiz POS Returns & Exchanges flow.
Setting Up Tax Rates and VAT in AskBiz POS
How to configure VAT and tax rates across your products, generate your MTD VAT report, and sync tax data automatically to Xero or QuickBooks.
Running Multiple Tills Across Branches
How to set up AskBiz POS across two or more locations — managing branches, assigning staff, stocking each location, and comparing performance from one dashboard.
Managing Cashier Accounts and Shifts
How to add and manage cashier accounts in AskBiz POS, set PINs, assign branch access, control permissions, and review each cashier's shift performance.
Understanding Your POS Health Score
A deep dive into the AskBiz POS Health Score — what each component measures, why it matters, and specific steps you can take to improve your score this week.
Your Daily Business Brief: Start Every Day with the Right Data
How to use the AskBiz POS Overview as your daily briefing — reviewing key metrics, stock alerts, and staff performance before trading begins each morning.
Finding Products Quickly in Your AskBiz Inventory
How to search, filter, and locate any of your 75+ products in the AskBiz Inventory — from the till search bar to the management view with stock, price, and category filters.
Customer Accounts and Credit at the Till
How to create customer profiles by capturing phone numbers at the till, build a customer database in AskBiz, and use customer accounts for account sales and store credit.
Using AskBiz POS When the Internet Goes Down
What happens to your AskBiz till when connectivity drops — how offline mode works, which features remain available, and how data syncs when you reconnect.
Comparing Branch Performance with the Map View
How to use the AskBiz POS Map tab to see geo-tagged sales across your locations, and how to compare branch performance using the branch filter across all reports.
Making Manual Stock Adjustments in AskBiz
How to manually update stock levels in AskBiz when goods arrive, stock is damaged, or counts don't match — and how every adjustment is recorded in the Audit Log.
Opening and Closing Your Till Each Day
The complete daily checklist for AskBiz POS — from logging in with a cashier PIN and setting a float, to reconciling cash and reviewing the day's performance at close.
Every POS Metric in AskBiz Explained
A plain-language guide to every number in your AskBiz POS dashboard — Revenue, Gross Profit, Margin, Avg Sale, Return Rate, Stock Value, and more — so you know exactly what each one means.
⚡ POS Shortcuts & Hacks
Power-user tips to work faster at the till and in the back office
Start Every Day in 60 Seconds with the Daily Brief
A power-user morning routine using AskBiz POS Overview — check revenue, stock alerts, and staff performance in under a minute before you open the doors.
Set Up Quick Keys for One-Tap Product Entry
How to configure Quick Keys at the AskBiz POS till so your fastest-selling products are one tap away — eliminating barcode scans for your top 20 items.
Ring Up 20 Items in Under a Minute with Barcode Scanning
Pro tips for fast barcode scanning at the AskBiz till — scanner positioning, product catalogue hygiene, and how to handle unlabelled items without slowing down the queue.
Find Any Product in 2 Seconds with Smart Search
How to use AskBiz POS smart product search to locate any item in your catalogue faster than a barcode scan — essential for unlabelled goods, bulk bins, and custom items.
Pre-Set Your Most-Used Discounts for One-Click Applying
How to configure recurring promotions in AskBiz so cashiers apply your standard discounts with one tap — without needing manager approval for every price reduction.
Save Your Favourite Split Payment Mix as Default
How to streamline M-Pesa + cash split payments at the AskBiz till so your most common two-method combination is always the fastest option for cashiers.
The Float Formula: Never Run Out of Change Mid-Shift
A practical formula for calculating the right opening cash float using your AskBiz sales data — so you always have the right coins and notes to make change throughout the day.
Close the Day in 5 Minutes with This Routine
A 5-step end-of-day closing routine for AskBiz POS — reconcile cash, confirm M-Pesa totals, check session discrepancies, and close all cashier shifts cleanly every night.
Set Reorder Thresholds So You Never Stock Out
How to use AskBiz POS low stock alerts and the inventory filter to spot which products need reordering before a customer asks for something you don't have.
Catch Shrinkage in Seconds Using the Audit Log
How to use the AskBiz POS Audit Log to detect stock discrepancies, unauthorised voids, and inventory adjustments that could indicate shrinkage or cashier errors.
Create a Supplier Restock Order in 3 Steps
How to use the AskBiz POS Low Stock list to build a supplier restock order in minutes — and what's coming in the Purchase Orders feature for one-tap supplier emails.
Add a Loyalty Customer to a Sale with One Scan
How to attach a loyalty customer to an AskBiz POS sale in under 5 seconds using phone number lookup or loyalty card scan — so no points are ever missed.
Issue a Refund as Store Credit Instead of Cash
How to process a refund as AskBiz store credit — keeping revenue in the business, giving the customer a hassle-free resolution, and tracking credit balances automatically.
Spot Your Best Branch in 10 Seconds on the Map
How to use the AskBiz POS Map and Branches views to instantly identify your top-performing location, compare revenue between branches, and make resourcing decisions faster.
Filter Reports by Cashier to Find Training Gaps
How to use AskBiz POS staff performance reporting to identify which cashiers need support — faster checkout times, lower error rates, and fewer voids start with the right data.
Use the Health Score to Run a 2-Minute Weekly Review
How to interpret the AskBiz POS Health Score as a single business performance indicator and use it to run a structured 2-minute weekly review without pulling multiple reports.
Keep Two Branches in Sync Without Spreadsheets
How AskBiz POS automatically synchronises stock levels, sales data, and customer records across multiple branches in real time — eliminating manual stock transfer sheets.
Void or Edit a Sale Before It Closes — The Fast Way
How to quickly void a line item or cancel a sale in progress at the AskBiz till — before finalising payment — without disrupting the queue or requiring manager authorisation.
Pin Your Top 3 KPIs for a 10-Second Morning Check
How to identify and monitor your three most important AskBiz POS metrics every morning — without opening multiple reports — using the Overview as your single source of truth.
Prepare for Connectivity Loss So Sales Never Stop
How AskBiz POS offline mode works, what to do before a connectivity outage to protect revenue, and how to reconcile offline transactions when the connection returns.
📊 POS Reports & Analytics
Read every report, spot trends, and make data-driven decisions
Your Sales Report Explained: Every Column and What It Means
A plain-English guide to every metric in the AskBiz POS Sales Report — Revenue, Gross Profit, Margin, Avg Sale, and how to use each figure to make better business decisions.
Reading Your Gross Profit Report Without an Accountant
How to interpret AskBiz gross profit figures, why they differ from revenue, and what to do when your margin is lower than expected — in plain English.
Use the Hourly Sales Chart to Staff Your Busiest Hours
How to read the AskBiz Sales by Hour chart to identify your peak trading times, stagger cashier shifts, and ensure you're never understaffed during your busiest windows.
Spot Margin Erosion Before It Hits Your Bottom Line
How to use AskBiz POS margin data to detect declining profitability early — identifying whether the cause is pricing, discounts, supplier cost increases, or product mix shift.
Find Your Top 10 Products by Revenue and Volume
How to identify your fastest-selling and highest-revenue products in AskBiz POS — and use that data to optimise stock, shelf space, and supplier negotiations.
Identify Dead Stock Before It Costs You Too Much
How to use AskBiz POS inventory data to find products that aren't selling, calculate the true cost of dead stock, and clear it profitably before it becomes a write-off.
What Your Refund Rate Tells You About Product Quality
How to use the AskBiz POS Refunds metric and Returns Report to detect product quality issues, cashier errors, and customer dissatisfaction before they damage your reputation.
Was the Discount Worth It? Measuring Promotion ROI
How to use the AskBiz Discounts Report to calculate whether a promotion generated enough additional revenue to justify the margin reduction — in three simple steps.
Which Product Category Makes You the Most Money?
How to use the AskBiz Sector filter and Sales Report to compare profitability across product categories — and decide where to expand, cut, or reprice.
Day-of-Week Analysis: Optimise for Your Busiest Days
How to use AskBiz POS date filters to identify which days of the week generate the most revenue — and adjust stock, staffing, and promotions accordingly.
Average Basket Size: The Metric That Reveals Buying Behaviour
How to track and improve your AskBiz average sale value — the single metric that shows whether customers are buying more or less per visit without changes in footfall.
Understanding Your Stock Value Report
What the AskBiz Stock Value figure means, how it's calculated, why it matters for your business finances, and how to keep it accurate as stock moves.
Compare Cashier Performance Side-by-Side
How to use AskBiz Staff Performance reporting to compare cashiers objectively — sales count, revenue, Avg Sale, and void rate — and build a data-driven coaching culture.
Customer Purchase Frequency: Who's Actually Coming Back?
How to use the AskBiz Customer Report and loyalty data to understand repeat purchase rates, identify your most valuable customers, and reduce churn before it shows in revenue.
Branch Revenue Breakdown: Making Location Decisions with Data
How to use AskBiz POS branch-level revenue and margin data to compare your locations objectively — and make opening, closing, and resourcing decisions based on evidence.
Cost vs Revenue Trend: A Weekly Profitability Check
How to track the gap between your Revenue and Cost of Goods in AskBiz over time — and spot the early signs of a profitability squeeze before it reaches your bank account.
Month-over-Month Growth: Reading the Trend Line Correctly
How to use AskBiz custom date range comparisons to calculate month-over-month revenue and profit growth — and tell the difference between real growth and seasonal noise.
Export Any Report to Your Accountant in 2 Minutes
How to export AskBiz POS sales, inventory, and transaction data for your accountant — and how the Xero/QuickBooks integration eliminates manual exports entirely.
The True Cost of Stockouts: What the Data Reveals
How to use AskBiz low stock alerts, sales velocity data, and revenue metrics to calculate what stockouts are actually costing your business — and build a case for better reorder discipline.
Custom Date Ranges: Seasonal and Campaign Analysis
How to use the AskBiz custom date range picker for seasonal analysis, campaign measurement, and year-over-year comparisons that the preset filters can't provide.
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