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: Your First 30 Minutes on AskBiz
A complete walkthrough of your first session on AskBiz — from signing up to getting your first business insight.
How to Connect Your Data Sources to AskBiz
Step-by-step guide to connecting Shopify, Amazon, Stripe, QuickBooks, and other platforms to AskBiz for automatic analysis.
Understanding the AskBiz Dashboard Layout
A visual guide to the AskBiz dashboard — where to find your Pulse score, AI chat, tools, settings, and key metrics.
How to Use AskBiz AI Chat for Business Insights
Master the AskBiz AI chat — learn how to ask the right questions, read responses, and get actionable insights from your data.
How to Use AskBiz Free Tools (No Account Needed)
AskBiz offers six free business calculators — Landed Cost, FX Risk, VAT, Margin, COGS, and Break-Even. Here's how to use them all.
How to Track Sales Performance in AskBiz
Learn how to use AskBiz to monitor revenue, product performance, channel comparison, and sales trends in real time.
How to Monitor Cash Flow and Financial Health in AskBiz
Use AskBiz to track gross margin, cash flow patterns, and financial health — with alerts when something changes significantly.
How to Use AskBiz Inventory Insights
Track stock levels, identify dead stock, and optimise reorder timing using AskBiz inventory intelligence.
How to Use the AskBiz Point of Sale
A complete guide to the AskBiz POS — ringing up sales, managing staff shifts, tracking inventory, and syncing intelligence in real time.
How to Choose the Right AskBiz Plan
Compare AskBiz Free, Growth, and Business plans — understand what's included and which plan fits your stage of business.
🛒 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.
🏪 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.
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