How to use Kaydro

Before you begin

• What Kaydro is
• Signing in
• Finding your way around
• Your home screen
• Apps, and why some are missing
• What you are allowed to do

The day-to-day: taking money

• The till (Point of Sale)
• More at the till
• Sales — the back office
• Approvals: when the till asks the owner
• An invoice in the client's currency

Stock

• Products
• Moving and correcting stock
• Lent and borrowed stock
• Barcodes
• Sizes and colours

Buying

• Purchases
• Landed costs, trucks and paying from several accounts
• What to buy this week
• Purchase returns

The people you deal with

• Contacts, customers and suppliers
• Deyn Book — money owed, both ways
• Who owes what
• CRM — customers you are still winning

Money

• Expenses
• Accounting
• Payments and accounts
• M-Pesa and mobile money
• Assets
• True cost and margins

Your staff

• Employees
• The employee's profile
• Leave
• The org chart
• My page — for every member of staff
• Attendance

Working together

• Calendar and activities
• Discuss
• Documents
• Sign
• Knowledge
• Projects

Reaching customers

• Marketing
• Surveys
• Your public website
• Events and courses

Apps for your trade

• Restaurant
• Hotel
• Pharmacy
• Clinic
• Travel
• Cargo

Schools

• Getting started as a school
• The Overview: every number opens
• Admissions
• Attendance
• Fees
• Bus, boarding and clubs

Track — vehicles and GPS

• The vocabulary — learn this first
• Overview
• The live map
• Trackers
• Drivers, groups and routes
• Tasks and trips

Property — landlords and agents

• Getting started
• Setup — your own numbers, groups and fees
• The dashboard
• Tenancies, rent and bills
• Homes run until notice, shops take a term
• Payments

Agencies — the Broker app

• Starting an agency on Kaydro
• The Finder
• Listings
• Areas, sub-areas and developers
• Clients and what they want
• This week

Online Store and Kaydro Market

• Setting up the site and the shop
• Orders
• Kaydro Market
• Pages and the blog
• Menus and media
• Appearance: themes, templates and WordPress

eLearning and the free training

• For a training centre, a school or a company training staff
• Kaydro's own free training
• Hiding a module
• Learning paths
• Kaydro Code Academy

Haulage and fleet compliance

• Getting started for a haulier
• Trucks, drivers, tyres and the truck file
• The BOL log and trip money

Fuel Station

A filling station sells by the meter, not by the receipt. - Setup : grades (Petrol, Diesel, Kerosene) as products sold by the litre; prices...

Spare parts, perfume and beauty, and expiry dates

• Spare parts and accessories
• Perfume and beauty
• Batches and expiry dates for any shop

Clinic and hospital

• Who does what
• The front desk
• Triage and vitals
• The patient's chart
• The doctor's room
• The lab

Service firms: projects, helpdesk and the client portal

For IT firms, agencies, consultancies, repair shops, and Kaydro itself. - Quotations become orders; confirming an order starts the project f...

Electronics: IMEI, repairs and trade-ins

- Phones are tracked by serial or IMEI : registered when received (or from the Excel import), chosen at the sale, printed on the receipt, th...

Settings

• More under Settings
• Finding a setting by name
• The language your staff work in
• The Android app
• The Kaydro Terminal handheld
• SMS from your company

When things go wrong

• The screen says a subscription has expired
• Signed out with 'This business account is currently suspended'
• The till says "Offline"
• A product shows the wrong stock count
• A customer says they paid and the balance still shows
• Someone cannot see a screen you can

Quick reference

• The tasks you will do most
• Habits worth keeping