Step by step
Run your first day
Sell through the day, close your shift with a count of the drawer, then read the trading day. Kila also emails you a summary of the day every evening.
A day in Kila follows the shift. You opened it with the float for your first sale; you sell; at the close you count the drawer. Then the trading day and the daily summary show you how the day went.
Sell through the day
Every sale goes the way the first one did. When a customer pays by M-Pesa, check their message and type the code they read out in M-Pesa code: “10 letters and numbers, for example TJ4K7Q2XYZ.” Amount received starts at the amount due (“As on the M-Pesa message.”). Tap Use code … with the code on it.
Close your shift and count the drawer
At the end of the day, tap your shift number at the top of the till. It shows the Cash expected now: the float plus the cash you took. Tap Close shift, then “Count every note and coin in the drawer.” Tick I counted KES … in the drawer myself. The count is mine and is kept with the shift. and tap Submit count of KES …. When it matches, Kila says Balanced. Every shilling accounted for. Tap Done.
Open Sales › Trading day
The whole day on one page, as it stands so far: At a glance (sales, items sold, gross profit and margin), How customers paid, the Money check (“Cash counted against what the tills expected, deposits, M-Pesa against Safaricom, card machines against the bank.”), each till and shift, what sold, Things to check, and Tax and eTIMS. On your first day Kila says “Not enough history yet”: it sets each figure against a typical day of the same weekday, and there is none yet.
Read your daily summary email
Kila sends the owners and administrators a Daily summary email: “Sales, payments, tills, best sellers, stock and approvals for the trading day, every day at 20:00 (East Africa Time).” It starts switched on.
The daily summary
Link to this section: The daily summaryChange it under Administration › Settings › Notifications:
- When: At a set time, such as Morning, 07:00 or Night, 20:00, or After every branch closes. A morning summary covers the whole of the day before.
- Send to: “Email addresses, separated by commas. Leave empty to send it to the owners and administrators.”
- Send a test now sends the summary as it stands right now. Kila says Test summary sent and to whom. Tap Save changes to keep any change.
The email has the day’s Sales, Payments received, Best sellers, Tills and cash and what Needs attention, such as products running low and approvals waiting, with a link to your dashboard.
Good to know
These pages were made on a test copy of Kila that sends no email, so the summary itself is not shown here: what it contains comes from Kila’s code.
Not available yet
eTIMS runs in test mode for now: on the trading day, Tax and eTIMS counts receipts Confirmed in test mode (not KRA), and none are sent to KRA.
- Submit count stays grey. Tick the box above it first: the count is yours, so Kila asks you to say so.
- The count is short or over. Kila says by how much and offers a recount: see Close a shift.
- Close a shift: the count, step by step.
- Check the trading day: every part of the page.
- How shifts and cash-ups work: what Kila expects in the drawer.
- Open a shift: the first thing at the till.