Shop Owner Operating Procedures
Standard operating procedures (SOPs) for the shop Owner. They turn Kadenio's features into a repeatable routine and highlight the controls an owner is responsible for.
Who can use this
The Owner role. Several steps (Settings, Users, Organization) are owner-only.
Daily
Opening (5 minutes)
| # |
Check |
Where |
Why |
| 1 |
Sign in and confirm the shop name in the header |
Header |
You are working in the right shop |
| 2 |
Review today's workshop queue: Ready for pickup, and anything due today |
Workshop |
Plan pickups and technician work |
| 3 |
Check notifications |
Bell icon / Notifications |
Repair-ready and system notices |
| 4 |
Glance at low-stock items |
Reports (Low stock) or Inventory |
Reorder before you run out |
| 5 |
Confirm the payment methods you'll accept today are active |
Settings → POS |
Inactive methods are refused at checkout |
During the day
- Sell through POS → Checkout. Attach a customer when they want points, a voucher, an emailed receipt or an invoice; anonymous sales are allowed (Counter procedures).
- Check repairs in with a ticket, never on paper (Workshop).
- Record every stock change as a movement with a reason; never "fix" stock by editing a product (Inventory).
Closing (10 minutes)
| # |
Check |
Where |
| 1 |
Make sure no checkout is left half-finished. An unpaid sale created by Pay should be either confirmed or voided. |
POS → Sales history, filter Status = Unpaid |
| 2 |
Review Total sales and Number of sales for today |
POS → End of day |
| 3 |
Reconcile card terminal and cash totals against the payment methods in Sales history |
POS → Sales history |
| 4 |
Move finished repairs to Ready for pickup; mark handed-over bikes Collected |
Workshop |
End of day vs. Reports
End of day is a quick daily view of fully paid sales; Reports follow your shop's time zone and include partly refunded sales. Use Reports for bookkeeping figures.
Weekly
| Task |
Where |
Notes |
| Spot-count fast-moving parts and record a Count movement |
Inventory → Record stock movement → Count |
Only the difference is posted |
| Review refunds and voids, and their reasons |
POS → Sales history, status Refunded / Voided |
Every reversal carries a reason and an actor |
| Review the activity log |
Settings → Activity |
Settings changes, ownership and profile edits |
| Check failed reminders (Needs attention) |
Customer → Bikes → reminders |
Usually a missing email or consent |
| Review service follow-ups and recent offers |
CRM → Overview and Offers → Offer history |
Contact customers whose service is overdue; check how the last offer was delivered |
Monthly
| Task |
Where |
| Export sales for the accountant (CSV) for the month |
Reports → export (Reports and exports) |
| Full stock count of all stocked products |
Inventory (Count) (recipe) |
| Review staff accounts and their permissions; archive leavers |
Staff (Users and access) |
| Review loyalty tiers, vouchers and outstanding gift-card balance |
Loyalty, Rewards |
| Check subscription / trial status |
Settings → Subscription |
Owner controls checklist
| Control |
How Kadenio supports it |
| Only authorised people can refund |
Refunds need the owner's permission; the owner can always refund |
| Price changes at the till are controlled |
Staff need the owner's permission to change prices or discount lines |
| Every reversal is explained |
Refund, void and gift-card block require a reason |
| Stock changes are traceable |
Every stock change is kept with its reason, who made it and when |
| Payments can't be taken twice |
Confirming the same payment again never charges twice, and a paid sale can't be paid again |
| Data stays inside the shop |
Your customers, sales and stock are never visible to other shops |
| Ownership can't be lost by accident |
The owner can't be removed or archived; ownership must be transferred first |
Related pages
