How it works
Settings
A short tour of Administration › Settings, where owners and administrators decide how the business runs, tab by tab.
Settings decide how the business runs; for Baraza Supplies the page says “How Baraza Supplies runs: profile, operations, controls and notifications.” Each tab saves on its own with Save changes, and lists its Recent changes, “From the audit log.”
The tabs
Link to this section: The tabs| Tab | What Kila says it is for |
|---|---|
| Business details | “Shown on receipts, statements, invoices and the customer and supplier portals.” The type of business, names, KRA PIN, contacts and address. |
| Point of sale | “How tills, shifts and stock behave at checkout.” Shifts, blind cash counts, M-Pesa codes, returns to quarantine, selling below zero stock and the shift variance tolerance, with a receipt preview. |
| Trading hours | “When each branch opens and closes”, the trading day, and what Kila does around opening and closing. |
| Open bills | Tabs and running bills: “Serve customers now and take payment when they leave.” |
| Opening count | “Before the first till opens each trading day, the roles you choose count the stock blind. Owners get the results.” |
| Stock counts | “How new stock counts start.” Blind counts. |
| Approvals | “Which actions wait for someone else. Limits per role are set in Users and roles.” Also remote approvals by email. |
| Loyalty | With the Loyalty module: “How customers earn and spend points.” Points per KES 100 spent, the value of a point, expiry and tiers. |
| Credit | “Defaults for customer accounts and instalments.” Terms, grace period and late fees. |
| Compliance | The records that unlock regulated modules: “Hire purchase, partner BNPL and eTIMS stay off until their records are complete.” |
| Notifications | “What Kila tells managers about, in the app and by email.” Approvals, low stock, shift differences, the daily summary email. |
Good to know
Some details are Kila’s to change: “Country KE, currency KES, time zone Africa/Nairobi. Ask Kila to change these.” The same goes for your workspace address.
Settings elsewhere
Link to this section: Settings elsewhereNot everything is on this page. Who works where is under Users and roles, branches and tills under Branches and tills, how Kila fits your kind of business under Business profile, printers under Printers and scales, and connections under Integrations and API.
Needs a manager
Settings are for owners and administrators.
- Set your business details, opening hours and tills: the first time you set up.
- Your business profile: the kind of business, its rules, words and menu.
- Set approval limits for a role: limits are set per role, not here.
- How shifts and cash-ups work: the shift variance tolerance.
- Integrations and API: connections, and SMS in test mode.
- eTIMS: connecting eTIMS.