Soostori User Guide

Soostori is a complete shop management system designed for Kenyan businesses. It combines point-of-sale (POS), inventory management, debt tracking, staff management, and business reports in one simple platform.

Whether you run a small kiosk, a retail shop, or a busy wholesaler, Soostori helps you record sales, track stock, and understand your business - all from your phone or computer.

To get started with Soostori, you need a Soostori Salesperson to set up your account. Here is what happens during onboarding:

1. A Soostori Salesperson visits your shop and creates your account.
2. They help you add your products - name, buying price, selling price, and initial stock.
3. They train you and your staff on how to use the POS and other features.
4. You receive your login credentials by SMS or WhatsApp.

The POS screen is where you record every sale. To record a sale:

1. Open the POS from the main menu.
2. Search for the product by name or scan the barcode.
3. Enter the quantity sold.
4. Add more products as needed.
5. Select the payment method (Cash or M-Pesa).
6. Tap "Record Sale" to complete the transaction.

The stock for each item is automatically reduced when you record a sale.

Soostori supports two payment methods at this time:

• Cash: Enter the amount received from the customer and the POS will calculate the change due.
• M-Pesa: The POS initiates an STK Push to the customer's phone. Payment is confirmed automatically when the customer enters their PIN.

To add a new product to your inventory:

1. Go to Inventory from the main menu.
2. Tap Add Product.
3. Enter the product name, category, and barcode (optional).
4. Enter the Buying Price (what you pay) and Selling Price (what customers pay).
5. Enter the current Stock Quantity.
6. Set a Low Stock Alert threshold.
7. Tap Save.

Stock is automatically updated when you record sales. You can also make manual adjustments for breakages, returns, or corrections:

• Go to Inventory and select the product.
• Tap Adjust Stock.
• Enter the new quantity or the adjustment amount (+/-).
• Add a note explaining the adjustment.
• Tap Save.

When a customer takes goods on credit, record it as a debt:

1. Open the POS and add the products as usual.
2. Select Credit as the payment method.
3. Enter or select the customer's name and phone number.
4. Tap Record Sale.
5. The debt appears in Debts under the customer's account.

Soostori can automatically send WhatsApp reminders to customers with outstanding debts. To enable reminders:

• Go to Settings → Notifications.
• Enable Debt Reminders.
• Set the reminder schedule (e.g., every 3 days, every 7 days).

Reminders are sent automatically. You can also send a manual reminder from the debt record at any time.

Access detailed sales reports from the Reports menu:

• Daily Sales: Total sales, transactions, and items sold today.
• Sales by Category: Which product categories are selling best.
• Top Products: Your best-selling items by quantity and revenue.
• Staff Performance: Sales attributed to each staff member.

All reports can be exported as PDF or Excel for offline review.

To add a staff member to your shop:

1. Go to Settings → Staff.
2. Tap Add Staff.
3. Enter their name, phone number, and role.
4. Select their permissions (POS Only, Manager, Admin).
5. Tap Save. They will receive an SMS with their login.