Template pack · Retail

Retail shop & POS

Supermarkets, hardware, boutiques and agrovets: a fast till with split cash and M-Pesa payments, register sessions and Z-reports, pack sizes, reorder points, customers on account and cashier-only logins.

16: capabilities set up
8: accounts & items set up
9: roles, boards & fields set up
9: automation rules set up

Start with this pack

What it carries a record through

1Open till & float
2Scan & sell
3Cash, M-Pesa or card
4Receipt
5Close till & count
6Z-report
7Reorder
8Receive stock

What your trade expects, and where it lives here

Built to the standard of the best systems in this trade

We worked out what a retail business expects from a top-tier system on day one, and set this pack up to do that work. Everything below runs in Rytrix today.

Checkout

Scan or search to sell
A barcode scan or a few typed letters adds the item; the till works on a phone, a tablet or a counter PC.
Point of Sale
Split and part payments
One sale across cash, M-Pesa and card, with the M-Pesa code captured on the line.
Point of Sale
Thermal receipt
An 80mm branded receipt with your footer, and the customer on it when you pick one.
Point of Sale
Tax class per item
VAT 16%, zero-rated and exempt goods sit in one basket, each line carrying its own class for eTIMS.
Inventory

Cash control

Register sessions
A cashier opens with a float and closes by counting; the session reports sales by method and the variance.
Point of Sale
Z-report checked the same night
Closing a till alerts the owner and raises a task to check the count and bank the cash.
Automations
Cashier, supervisor, manager
A cashier sees the till and nothing else; a supervisor adds stock and sales; the ledger stays with the owner.
Settings

Stock & replenishment

Real-time stock by shop and store
Every sale decrements stock; transfers move it between the back store and the shop floor or another branch.
Inventory
Reorder points
Each item has a reorder point and quantity; the low-stock report lists the shortfall by supplier.
Inventory
Purchase orders and receiving
Orders to suppliers, goods received notes and supplier bills, with approval over a threshold.
Purchases
Stock counts with variance
Count sheets by store; the variance posts as a reasoned adjustment.
Inventory
Batches and expiry
Dated goods carry a batch and an expiry date, and the expiring report buckets them at 30, 60 and 90 days.
Inventory
Pack sizes
Piece, dozen, outer, carton, bale and bag sizes are set up as units so a carton bought is pieces sold.
Inventory

Customers & money

Customers on account
Trusted customers buy on credit against a limit, with a statement and an aged balance — the deni book, kept properly.
CRM
Price lists
Retail, wholesale, staff and contractor prices; the customer's list prices the sale.
Sales
Daily sales and margin
Sales by day, payment method, cashier and top product, with cost and gross margin per item.
Reports

Before you log in

What is already there on day one

Pick this pack at signup and all of this is created with your workspace. Nothing is locked: rename it, add to it or delete what you do not use.

Enquiry pipeline5

Enquiry
Requirements confirmed
Quotation sent
Order placed
Lost

Catalogue structure35

Food & groceries — Flour & grains · Sugar, salt & cooking oil · Dairy & bread · Snacks & confectionery · Fresh produce
Beverages — Soft drinks & water · Tea, coffee & cocoa · Juice
Household & cleaning
Personal care & beauty
Baby products
Hardware & building — Cement & aggregates · Steel & roofing · Plumbing · Electricals · Paints · Tools & fasteners
Agrovet — Seeds · Fertilisers · Crop protection · Animal feeds · Veterinary products
Fashion & footwear — Ladies · Men · Kids · Shoes · Bags & accessories
Electronics & accessories
Stationery & books
Airtime & services

Ledger accounts added to the Kenyan chart8

1115Till Float
1140M-Pesa Till Clearing
1145Card Clearing
4410Till Over / Short
5520Shrinkage & Write-offs
2420Customer Deposits & Lay-by
6610M-Pesa & Card Charges
6250Packaging & Carrier Bags

Roles, ready to hand out4

CashierThe till and their own sessions. Nothing else.
SupervisorTills, sales, customers and stock — counts, transfers and receiving.
Stock controllerProducts, receiving, counts, transfers and purchase requests.
AccountantThe books, supplier bills and reports. Looks at the till, never sells on it.

On top of Owner, Administrator, Manager, Staff and Viewer.

Board: Shop routines

The opening, closing and weekly jobs that keep a shop honest — counts, price checks, banking, expiry pulls.

To do
Doing
Done
Missed

Columns: Owner · Due · How often · Notes

Fields your trade needs on the record4

Product: Shelf / aisle · PCPB / VMD registration no. · Pack size
Customer record: Loyalty card no.

Automation rules9

Check the Z-report when a till closesOn
Alert the owner when a PO needs approvalOn
Send the approved PO to the supplierOn
Check the delivery against the POOn
Schedule the supplier paymentOn
SMS reminder on the first day lateReady
Thank the customer for payingReady
Review every voided invoiceOn
Approve staff expense claimsOn

Internal alerts and tasks start switched on. Anything that messages your customers waits until you have connected SMS or WhatsApp and read the wording.

Units, price lists, stores, departments

Price lists: Wholesale · Contractor / fundi · Institution · Staff
Units added: Packet · Outer (12) · Bale · Crate (24) · Bag 50 kg · Bag 90 kg · Jerrican 20 L · Foot
Stores: Main Store · Shop floor · Back store
Departments: Shop Floor · Stores & Receiving

Wording on your documents

pos receipt: Thank you for shopping with us. Goods once sold are returnable within 7 days with this receipt, unused and in original packaging.
invoice: Account customers: payment is due within the agreed terms. Pay by M-Pesa or bank transfer quoting the invoice number.

A starting point — every word is editable under Settings → Print templates.

The numbers this trade runs on

Reports that are already wired

Each of these is a screen in the product, computed from the same records the business runs on — not a spreadsheet to keep in step.

Daily sales by tender
Counter sales by day, payment method and cashier.
Gross margin by item
(Sales − cost) ÷ sales for every product sold.
Top movers
The fastest-selling items by quantity and value.
Dead stock
Stock on hand with no sales in the period — cash sitting on the shelf.
Low stock
Everything at or below its reorder point, with the shortfall.
Expiring batches
Dated stock bucketed at 30, 60 and 90 days to expiry.
Customer credit outstanding
Account customers by how late they are.

Start with the Retail shop & POS pack.

First month free · no card needed · everything above is there when you log in.

Pick this pack Next: Wholesale & distribution