Setting up your business — first-day checklist

Work through this list once when you join TechFusion POS. Each step links to a detailed guide.

1. Check your business details. Go to Settings › Business Settings. Confirm the business name, currency, time zone (Africa/Nairobi for Kenya), financial year start and logo. See Business settings explained.
2. Set up your locations. Every shop, branch or store is a location. Go to Settings › Business Locations. Add each one with its address, invoice layout and the payment methods it accepts. See Business locations.
3. Set your taxes. Add your VAT rate (for example 16%) under Settings › Tax Rates. If you are not VAT registered you can skip this. See Tax rates.
4. Set up payment methods. Rename spare payment methods, for example "Custom Payment 1" → "M-Pesa", and turn off the ones you don't use for each location. See Payment methods.
5. Connect M-Pesa (optional) so customers can pay by Till or Paybill with automatic confirmation. See Setting up M-Pesa.
6. Create categories, brands and units, for example Bag, Litre, Piece. See Categories, brands and units.
7. Add your products one by one or import them from Excel. See Adding a product and Importing products.
8. Enter your opening stock, meaning the quantities you have on the shelf today. See Opening stock.
9. Add your team with the right roles (Cashier, Manager…) and locations. See Adding users.
10. Make a test sale and print a receipt. Open POS, sell one item, check the receipt, then delete the test sale. See Making a sale.

Tip: Doing a big import? Start with 5–10 products, check they look right on the POS screen, then import the rest.