XOKO

Dashboard

Today
- Today
- Yesterday
- This Week
- Last Week
- This Month
- Last Month
- This Year
- Last Year

All Branches
- All Branches

...

Total Sales

...

Transactions

...

Average transaction value

...

New Customers

...

Returning Customers

Sales Trend

Top 5 Products

Monthly revenue report

monthly

Least moving items

Sales

...

Discounts

...

Returns

...

Net Sales

...

Taxes

...

Gross Margin

...

Tender Summary

Cash

...

Card

...

Store Credit

...

Cheque

...

Mpesa

...

Loyalty

...

Voucher

...

Total

...

List of Outlets

ID	Outlet Name	Email	Phone Number	Address	Edit	Delete

List of Suppliers

ID	Supplier Name	KRA PIN	Email	Phone Number	Address	Edit	Delete

List of Product Categories

ID	Photo	Name	Edit	Delete

List of Products

Photo	Name	Variants	Quantity

Add a New Product

View Product

Name

23,232

Month Profit

2,980

Month Taxes

2,980

Movement Logs

Manage Inventory

Change Visible Mode

Sales

23,232

10 Items

COGS

23,232

0Items

Adjustments

23,232

10 Items

Returns

23,232

10 Items

Receipts

23,232

10 Items

Transfers

23,232

10 Items


Date	Movement Ref.	Branch	Movt. Type	Staff	Supplier	Initial Qnty	Movt. Qnty	Final Qnty	Initial Value	Movt. Value	Final Value	Products	Expiry	Batch

Date	Movement Ref	Branch	Movt. Type	SKU	Product	Variant	Initial Qnty	Qnty	Final Qnty	Initial Value	Value	Final Value	Staff	Supplier	Reason

Date	Movt. Type	Branch	Staff	Product	Variant	Sku	Serial	Reference


Date	Movement Ref.	Branch	Movt. Type	Staff	Supplier	Initial Qnty	Movt. Qnty	Final Qnty	Initial Value	Movt. Value	Final Value	Products

Date	Movement Ref	Branch	Movt. Type	SKU	Product	Variant	Initial Qnty	Qnty	Final Qnty	Initial Value	Value	Final Value	Staff	Supplier	Reason


Date	Movement Ref.	Branch	Movt. Type	Staff	Supplier	Initial Qnty	Movt. Qnty	Final Qnty	Initial Value	Movt. Value	Final Value	Products

Date	Movement Ref	Branch	Movt. Type	SKU	Product	Variant	Initial Qnty	Qnty	Final Qnty	Initial Value	Value	Final Value	Staff	Supplier	Reason


Date	Movement Ref.	Branch	Movt. Type	Staff	Supplier	Initial Qnty	Movt. Qnty	Final Qnty	Initial Value	Movt. Value	Final Value	Products

Date	Movement Ref	Branch	Movt. Type	SKU	Product	Variant	Initial Qnty	Qnty	Final Qnty	Initial Value	Value	Final Value	Staff	Supplier	Reason

SKU Movement History

Date	Branch	Qunatity	Serial Number	Movement Type	Value

Orders you made

My Orders
- My Orders
- My Supplies

Date	Order ID	From	To	Items	Supplier	Status

Date	Order ID	From	To	Items	Receiver

Internal Inventory Order #

Product	Variant	SKU	Ordered Qty	Delivered Qty	Declined Qty	Status

Internal Inventory Supply #

Product	Variant	SKU	Ordered Qty	Delivered Qty	Declined Qty	Status

Movement Ref

Date	Movement Ref	Branch	Movt. Type	SKU	Product	Variant	Initial Qnty	Qnty	Final Qnty	Initial Value	Value	Final Value	Staff	Supplier	Reason

Slow Moving Items Report

Movement Amount	Code	Description	Quantity	Total Sold	Last Sold	Total Received	Last Received	Last Selling Price	Last Cost Price	Last Sold Date

Fast Moving Items Report

Movement Amount	Code	Description	Quantity	Total Sold	Average Selling Price	Average Cost Price	Total Average Sales	Total Average Cost	Total Average Profit	Last Sold Date

Receive Stock - CSV

Download csv sample

Branch

Supplier

Note

Import stock

SKU

PRODUCT

COST PRICE

IN STOCK

RECEIVING

Internal Stock Transfer Request

Source Branch

Supplying staff

Destination Branch

Products (No duplicate SKUs, No empty fields)

available

Manage Users

Name	Email	Phone	Commission (%)	Branch	Role

Add a New User

First name

Surname

Phone number

Password

Branch

Roles

More fields

Commission

Password Expires

Edit User

First name

Surname

Phone number

Branch

Permissions

More fields

Commission

Active

Password Expires

Customers

ID	Registered	Customer No	Name	Email	Phone	Address	Points	Visits	Credit Limit	Discount (%)	Running Bal.

Archived Items

	SKU	Product	Variant	Action

Loyalty Rewards

ID	Name	Description	Reward Value	Points	Status

Add a New Reward

Name

Description

Reward Value

Points

Status

Active

Suspended

Import Customers

Download our customers import CSV sample and use it to add your products. Don't delete or rename the headings

These Customers Failed to Upload

CUSTOMER NO:	NAME	PHONE	EMAIL

Add a New Customer

First name

Surname

Phone number

Customer Number

Gender

Female

Male

Customer Type

Credit Customer

Loyalty Customer

Date of Birth

Physical Address

Credit Limit

Discount

Edit Customer

First name

Surname

Phone number

Customer Number

Gender

Female

Male

Customer Type

Credit Customer

Loyalty Customer

Date of Birth

Physical Address

Credit Limit

Discount

Customer

Statement

ID	Date	Expiry	Reference	Payment Type	Payment Method	Amount	Running Balance	Add Payment

Date	Product	Variant	Quantity	Staff	Branch	Discount	Amount
						0	0

Product	Variant	Quantity	Branch	Discount	Amount
				0	0

Date	Product	Variant	Quantity	Staff	Branch	Discount	Amount
						0	0

Payment Details

Date	Product	Variant	Quantity	Staff	Branch	Discount	Amount

Add Payment

Total Spent

0.00

Average Spending

0.00

Running Balance

0.00

Visits

0.00

Points

0.00

Import Products

All Branches

Note: It's best if first add your suppliers, outlets and categories before importing your products

Download our product import CSV sample and use it to add your products. Don't delete or rename the headings

These Products Failed to Upload

BATCH_NO	NAME	VARIANT	SKU

Import Products

Download our suppliers import CSV sample and use it to add your suppliers. Don't delete or rename the headings

These Products Failed to Upload

BATCH_NO	NAME	VARIANT	SKU

Import {{title}}

Download our {{title}} import CSV sample CSV sample and use it to add your {{title}}. Don't delete or rename the headings

These Products Failed to Upload

BATCH_NO	NAME	VARIANT	SKU

Store name

Phone number

Website

Logo

VAT Number

PIN Number

Physical Address

Limit IP Access

White Listed Public IP Addresses

Points per visit

Points per spend

Amount

Day starts at

Day ends at

Next Day

Adjustment Reasons

Id	Status	Reason

Return Reasons

Id	Status	Reason

Bank Accounts

id	Bank	Status

General Sales

Sales

23,232

Items Sold

23,232

Transactions

23,232

Customers

23,232


Date	Ref	Receipt No.	Branch	Staff	Quantity	Discount	Amount	Tax

									0	0	0	0
Date	Ref	SKU	SerialNo	Branch	Staff	Product	Variant	Unit Price	Quantity	Discount	Amount	Tax
									0	0	0	0

Sale

								0	0	0
Date	SKU	SerialNo	Branch	Staff	Product	Variant	Unit Price	Quantity	Amount	Tax
								0	0	0

Product Sales

Product	Batch	SKU	Variants	Quantity	Amount	Discount	Tax	Profit
			0	0	0	0	0	0

Variant Sales

Category	Supplier	Batch	SKU	Branch	Product	Variant	In stock	Unit Cost	Unit Price	Quantity	Cost	Amount	Discount	Tax	Profit
										0	0	0	0	0	0

						0	0	0	0	0
Batch	SKU	Product	Variant	In Stock	Cost Price	Unit Price	Quantity	Amount	Discount	Tax	Profit
						0	0	0	0	0

Variant Sales

										0	0	0	0	0	0
Category	Supplier	Batch	SKU	Branch	Product	Variant	In stock	Unit Cost	Unit Price	Quantity	Cost	Amount	Discount	Tax	Profit
										0	0	0	0	0	0

						0	0	0	0	0
Batch	SKU	Product	Variant	In Stock	Cost Price	Unit Price	Quantity	Amount	Discount	Tax	Profit
						0	0	0	0	0

Returned Items

							0	0
Date	Batch	SKU	Branch	Product	Variant	Unit Price	Quantity	Amount	Reason
							0	0

Sales for

								0	0	0	0
Date	Batch	SKU	Branch	Staff	Product	Variant	Unit Price	Quantity	Amount	Discount	Tax
								0	0	0	0

Outlet Sales

		0	0	0	0
Id	Outlet	Quantity	Amount	Tax	Profit
		0	0	0	0

Staff Sales

Most Sales

Least Sales

Highest Returns

Id	Staff	Quantity	Amount	commission	Tax
		0	0	0	0

Sales by

	Quantity	Amount	Commission	Tax
Date	Quantity	Amount	Commission	Tax
	Quantity	Amount	Commission	Tax

Sale:

0tr>

								0	0	0	0	0
Date	Batch	SKU	Branch	Staff	Product	Variant	Unit Price	Quantity	Amount	Commission	Discount	Tax
								0	0	0	0	0

Sales for

Id	Category	Quantity	Amount	Tax
		0	0	0

Sales for Category

									0	0	0	0
Date	Batch	SKU	Branch	Staff	Till	Product	Variant	Unit Price	Quantity	Amount	Discount	Tax
									0	0	0	0

All Transactions

Credit

23,232

10 Payments

Visa

23,232

10 Payments

Cheque

23,232

10 Payments

Loyalty

23,232

10 Payments

Cash

23,232

10 Payments

M-Cash

23,232

10 Payments

Voucher Card

0.00

10 Items

Date	Ref	Branch	Till ID	Staff	Customer	C. Phone	Payment Type	Payment Ref.	Receipt No.	Quantity	Amount	Tax	Action
										0	0	0

											0	0	0
Date	Ref	SKU	Serial Number	Branch	Staff	Customer	Phone	Product	Variant	Unit Price	Quantity	Amount	Tax
											0	0	0

Payments

Date	Ref	Branch	Till ID	Staff	Cash	Visa	MCash	Loyalty	Cheque	Credit	Voucher	Store card
					0	0	0	0	0	0	0	0

Airtime Usage and Billing

Date	Reference	Transaction Type	Payment Method	Mobile No	Amount	Running Balance

For now we provide Safaricom float and you get 5% more on your purchase.

You can deposit cash to our bank account (call our support line for details 0736-418-169)
Or, You can write us a cheque for the float amount you want to buy

Total Spent

0.00

Average Spending

0.00

Running Balance

0.00

Transaction By

Credit

23,232

10 Items

Visa

23,232

10 Items

Cheque

23,232

10 Items

Loyalty

23,232

10 Items

Cash

23,232

10 Items

M-Cash

23,232

10 Items

Voucher Card

0.00

10 Items

Date	Branch	Staff	Product	Variant	Serial	Unit Price	Quantity	Discount	Amount	Tax	Action
							0	0	0	0

Inventory Report


Photo	Name	SKU	Supplier	Category	Variants	Quantity	Value

Branch Quantities Report

Branch Values Report

Branch Quantities Serials Report

Product Products per Outlet

	0	0
Branch	Quantity	Value
	0	0

Product variants In Outlet

			0
Batch	SKU	Variant	Quantity
			0

Profile

First name

Surname

Phone number

Reorder Levels

All Branches

Product	Variant	Supplier	Branch	Reorder Level	Current Quantity

Pending Bills


Date	Branch	Staff	Till ID	Table	Discount	Amount

Order

				0		0	0
Date	Product	Variant	Unit Price	Quantity	Discount	Amount	Tax
				0		0	0

VAT Input Report

Type of Purchase	PIN	Name of supplier	Invoice Date	Invoice Number	Type of imports	Description of Good	Customs Entry No	Sub-total	Relevant Inv No	Relevant Inv Date

Price Change Report

From

Branch

Product	Current Cost	Previous Cost	Current Retail Price	Previous Retail Price	Margin	Effective Date

Voided Items Report

From

Branch

Staff	Product	Quantity	Amount	Till ID	Time

Order Guide Report

From

Branch

Supplier

List of Customizations

ID	Name	Min. Permitted	Max. Permitted

Customizations

Name	Min. Permitted	Max. Permitted	Action

Customize Menu Item

Add a Customization

Name

Branch: BRANCH:

Sku	Product	Cost price	Available Quantity	Production Quantity

Serial Number	Sku	Product	Unit Cost

Product Batch Expiry Report

Batch	Product	Variant	Quantity	Branch	Date Created	Expiry

Product Tag Sales

Tag	Product Total

Stock Take

From

Branch

Staff

ID	Started On	Completed On	Status	Action	Complete

Stock Take Items

Report Type

SKU	Product	Variant	Ref	Initial Qunatity	Variance Qunatity	Final Qunatity	Initial Value	Variance Value	Final Value

User Roles

Name	Status	Created At	Action

-->

Kits

Name	Items	Customizations	Action

Create a new Kit

Shift Report

				0
Staff	Opened	Closed	Pending Bills	TOTAL
				0

			0
Start	End	Pending Bills	TOTAL
			0

Supplier Sales

Sale Ref	Id	Supplier	Branch	Quantity	Amount	Tax
				0	0	0

Supplier Sales Items

				0	0
Name	SKU	Supplier	Branch	Quantity	Amount
				0	0

Account Mapping
Sync Logs

Xero Sync Logs

From

Record Type


Record Type	Reference	Timestamp	Phone	Amount	Status	Errors

Xero Sync Logs

Time	Key	Type	Message

Audit Trail

Time	Staff	Action	Message

Variants

All Branches

Variant Category

Tag

Variant Product


ID	Branch ID	Supplier ID	Category ID	SKU	Product Reference	Product Type	Product	Variant	Reorder	Quantity	Availability	Cost Price	Retail Price	Margin	Branch	Supplier	Tax	Action	Print Barcode	Print Shelf Label

Sales by Category

Branch Id	Id	Branch	Category	Quantity	Amount	Tax	Profit
				0	0	0	0

		0	0	0	0
Id	Category	Quantity	Amount	Tax	Profit
		0	0	0	0

Stock Movement

SKU	Product	Variant	Initial	Receipts	Transfers	Returns	Adjustments	Sales	Final
			0	0	0	0	0	0	0

Campaigns

Id	Title	Start Date	Target	Reach	Expiry	Status

Custom Messages

Name	Start	Reach	Expiry	Status

SMS Credits Usage and Billing

Date	Reference	SMS Type	Mobile No	Amount	Running Balance	Status

Total Spent

0.00

Average Spending

0.00

Running Balance

0.00

New Engagement

Objective

Define your campaign goal

Target Criteria

Choose which clients should receive this message

CUSTOMERS MATCHING

OF:

Create Message

Title *

Salutation *

SMS Message *

(*) Mandatory

20 out of 140 characters

Delivery

Choose when to send the message

SEND

STARTING :

STOP AFTER

Edit Engagement

Objective

Campaign goal

Target Criteria

Choose which clients should receive this message

CUSTOMERS MATCHING

OF:

Create Message

Engagement Title *

SMS Message *

(*) Mandatory

0 out of 140 characters

Delivery

Choose when to send the message

SEND

STARTING :

Choose date

STOP AFTER

New Message

Create Message

Message Name *

SMS Message *

(*) Mandatory

Target Criteria

Choose which clients should receive this message

CUSTOMERS MATCHING

OF:

Name	Email	Phone

Delivery

Choose when to send the message

SEND

STARTING :

STOP AFTER

Messages sent

Per Customer

Promotions

ID	Start	Name	Type	Limit	Discount (%)	Discount (ABS)	Expiry

Add a New Promotion

Promotion Name

Condition

greater than or equal to

Discount to apply

Start Date

Expiry

Edit Promotion

Payments

				0	0	0	0	0	0
Date	Staff	Customer	Branch	Cash	Visa	MCash	Loyalty	Cheque	Voucher
				0	0	0	0	0	0

Customer Profitability

Id	Name	Phone	Email	Spending	Profit

Cash activity

Time	Outlet	Staff	Action Tag	Type	Narrative	Amount	Balance

Action Types

Name	Type	Action

Add A New Voucher

Active Vouchers

Name	Created On	Effective	Amount	Spent	Expiry	Status

Update Voucher

Engagement Goal: ...

Customers Reached

...

Of ... Customers

Returning Customers

...

Of ... Reached

Credits Spent

...

... Remaining

Buy sms bundles to engage your customers

Learner

333 Bundles

KES 1,000 /-

Startup

1100 Bundles

KES 3,000 /-

Enterprise

2,000 Bundles

KES 5,000 /-

Xero Private App

Connect A Xero Private App

Create Xero App

Got to https://developer.xero.com/myapps/
Click Create New App
Choose Private App Tab
In App Name - enter the name of your store without spaces
On Organisation - Select your Xero organisation
On Public Key - Choose Paste from Clipboard
Click this green button to copy Public Key

and paste in Xero
Accept Terms and Conditions and click Create App

Copy App Details

While still in you App's Page in Xero:

Copy and Paste the following keys from Xero App Setup

Consumer Key copy and paste your app's Consumer Key here

Consumer Secret copy and paste your app's Consumer Secret here

Enter the callback url on Xero

While still in you App's Page in Xero:

Copy and Paste to your Xero App

Enter the callback url on the OAuth 2.0 redirect URIs field.

Xero Private App

Edit Xero App

Got to https://developer.xero.com/myapps/
Select Your App
Click Update Public Key - Choose Paste from Clipboard
Click this green button to copy Public Key

and paste in Xero
Accept Terms and Conditions and click Create App

Update App Details

While still in you App's Page in Xero:

Copy and Paste the following keys from Xero App Setup

Consumer Key copy and paste your app's Consumer Key here

Consumer Secret copy and paste your app's Consumer Secret here

Branch: BRANCH:

Supplier: SUPPLIER:

Sku	Product	Cost price	Available Quantity	Receiving Quantity

Serial Number	Sku	Product	Unit Cost

SOURCE BRANCH: BRANCH:

Sku	Product	Available Quantity	Return Quantity

Serial Number	Sku	Product	Unit Cost

SOURCE BRANCH: BRANCH:

DESTINATION BRANCH: BRANCH:

Sku	Product	Available Quantity	Transfer Quantity

Serial Number	Sku	Product	Unit Cost

SOURCE BRANCH: BRANCH:

Sku	Product	Cost price	Available Quantity	Adjustment Quantity

Serial Number	Sku	Product	Unit Cost

Change Product Availability

Download csv sample

Import CSV

SKU

PRODUCT

BRANCH ID

AVAILABILITY

Update Customer Details

Download csv sample

Import CSV

NAME

ADDRESS

CREDIT LIMIT(initial)

CREDIT LIMIT(current)

DISCOUNT(initial)

DISCOUNT(current)

Xero Error Logs

Sync Time	Transaction Date	Transaction Ref	Message

Discount Sales


Date	Ref	Branch	Staff	Quantity	Discount	Amount	Tax

								0	0	0	0
Date	Ref	SKU	Branch	Staff	Product	Variant	Unit Price	Quantity	Discount	Amount	Tax
								0	0	0	0

Archived Items

	SKU	Product	Variant	Action

List of Available Serial Numbers

Manage

Serial Number	Product	Variant	Sku	Expiry

Stock Movement Pending List

Initiator	Movement Type	Approved By	Remaining	Status	Date	Action

product	sku	cost Price	Quantity

Serial Number	Sku	Product	Unit Cost

product	sku	cost Price	Quantity

Serial Number	Sku	Product	Unit Cost

product	sku	cost Price	Available Quantity	New Quantity

Serial Number	Sku	Product	Unit Cost

Receive Serials Stock - CSV

Branch

Note

Supplier

Import stock

SKU

PRODUCT

SERIAL NO.

COST PRICE

IN STOCK

RECEIVING

Stock Transfer Receipt

#{{transfer_receipt.ref_number}}

{{transfer_receipt.store_name}}

FROM: {{transfer_receipt.source_branch}}

TO: {{transfer_receipt.destination_branch}}

Initiated By:

Approved By:

Receipt Date:

Sku	Product	Cost Price	Ordered	Delivered
{{item.sku}}	{{item.product}}	{{item.costPrice}}	{{item.ordered_quantity}}	{{item.delivered_quantity}}

Adjust Serials Stock - CSV

Transfer Serials Stock - CSV

Download csv sample

Movement Approval

Delivery Note

#{{delivery.ref_number}}

{{delivery.store_name}}

Initiated By:

Approved By:

Delivery Date:

Sku	Product	Cost Price	Quantity
{{item.sku}}	{{item.product}}	{{item.costPrice}}	{{item.transfer_quantity}}

Automated Stock Transfer

Download csv sample

Delivery Notes

D-note No.	Initiator	From	To	Reference	Approved By	Remaining	Status	Date	Action

Stock Movement Approval List

Initiator	Reference	Movement Type	Approved By	Remaining	Status	Date	Action

Goods Received Notes

GRN No.	Initiator	PO Number	From	To	Reference	Date	Supplier	Action

	Product	Variant	Cost Price	Selling Price	In Stock	Supplier

Assigning Product Tags

	ID	Product	Variant	Cost Price	Selling Price	In Stock	Supplier

Product Tags Report

Name	Status	Created

Stock Take

Oops! Connection Problem

Monthly revenue report

Sales

Sales

...

Discounts

...

Returns

...

Net Sales

...

Taxes

...

Gross Margin

...

Tender Summary

Cash

...

Card

...

Store Credit

...

Cheque

...

Mpesa

...

Loyalty

...

Voucher

...

Total

...

Add some outlets

Add some suppliers

Add some categories

Add products to start selling

Margarita Rose

23,232

2,980

2,980

23,232

23,232

23,232

23,232

23,232

23,232

Add some slow-moving-sales-report to boost sales

Add some fast-moving-sales-report to boost sales

Add some customers

Add some customers

0.00

0.00

0.00

0.00

0.00

Outlet Settings

Shift Settings

Printer Settings

POS Devices

Inventory Settings

Value Add Settings

23,232

23,232

23,232

23,232

23,232

23,232

23,232

23,232

23,232

23,232

0.00

0.00

0.00

0.00

23,232

23,232

23,232

23,232

23,232