Owner

Kila describes the owner’s role as “Full access to the business, including billing.” You see every branch and every figure, you decide what the people below their limits send for approval, and you choose who does what.

When you sign in

Kila opens your home page: “Karibu, Daniel” and “Here is how Soko Fresh Mini-Mart is doing”. The cards at the top come from your kind of business. A shop’s start with Sales today against the same day last week (1) and go on to the tills open and their takings, the top sellers, low stock, margin, payments waiting for confirmation, Approvals and reviews waiting (2), products without a KRA item code, and licences, permits and returns due.

Below the cards, The period in detail covers the days you choose at the top: Today, 7 days, 30 days, This month or Custom. Insights (3), in the menu, shows “What the business made, where the money went and what needs your attention, with how each figure was worked out.” See Your home page and What Insights shows.

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Your day

1. See how today is going on your home page. See the trading day, on the first card, opens today’s trading day: Check the trading day.
2. Decide what waits for you in Approvals: expenses, purchase orders, refunds, stock adjustments, leave and the rest. See Approve or reject a request.
3. Look at the shifts that closed short or over: Review a shift.
4. Keep the shelves full. Low or out of stock lists what is running low, with Reorder: Reorder stock.
5. Watch the money: Approve and pay an expense, Read your profit and loss and Run a report.

Approvals lists every request Waiting for a decision (1), whoever raised it, such as a purchase order your buyer raised above her limit (2). Approve (3) or Reject it there.

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What you can do

Everything in the business, including billing.

• Set the business up from Administration › Setup: Your set-up checklist.
• Add people and choose their roles: Add your staff and choose their roles. Change what each role approves on its own: Set approval limits for a role.
• Change the business’s settings and your plan: Settings and Your plan and billing.
• Set the minimum margins each product should make, and decide the prices others suggest below them: these are the owner’s alone. See Set minimum margins and Decide a price suggestion.

What needs someone else

No limit applies to you. On Users and roles, the owner’s role says: “Owners can do everything, including billing, and approve any amount. It cannot be changed.” Your own discounts, refunds, adjustments, expenses and orders go through without waiting for anyone.

One thing always takes a second person: a payroll run. “Someone other than whoever sends it for approval approves it.” When the accountant prepares the run, you approve it.

Good to know

Nobody checks your own work before it happens, so the Audit log keeps it: “Every change to money, stock and access, who made it and when. Entries cannot be edited or deleted.” See Find an action in the audit log.

Common questions

How do I see one branch on its own? Choose it in the branch list at the top of the page. All branches shows them together.

Someone has left. How do I stop them signing in? Suspend or remove them on Users and roles: “Their sales, counts and approvals stay on record.” See Suspend or remove a user.

Should I switch on two-step verification? Yes. Users and roles counts who has it on and says “Owners and administrators should.” See Switch on two-step verification.

Related

• What needs approval, and why: what each role decides on its own.
• Administrator: users, settings and devices, for someone you trust with them.
• General manager: runs every branch day to day.
• How roles and permissions work.
• Run payroll: payroll waits for your approval.
• Admin and security: what an owner looks after.