How-to Recipes

Short, step-by-step answers to common tasks that span more than one screen. Each recipe links to the full feature page.

Set up a new shop in your first hour

1. Sign in and choose your own password.
2. Settings → General → Shop profile: shop name, address, phone, logo. These appear on receipts and emails.
3. Settings → General → Tax & VAT: check the tax rate.
4. Settings → POS: switch on the payment methods you accept (Add method for others).
5. Products & services → Manage taxonomy: create your categories and brands.
6. Products & services → Add product or service: add your services first (they need no stock), then products and bicycles.
7. Inventory → Record stock movement → Receipt: enter your opening stock.
8. Customers & bikes → Add customer: add regular customers, or add them as they come in.
9. Staff: create accounts for your team.

More: Getting started, Settings.

Sell a bicycle from stock

1. Make sure the bike was received as a unit with its frame or serial number (Inventory → Record stock movement → Receive bicycle unit).
2. In POS → Checkout, add the bicycle and choose the exact unit (frame number).
3. Add customer, then Pay and Confirm payment.
4. Optional: register the bike on the customer under Customers & bikes → Bikes so future repairs are linked.

The sold unit can't be sold again. More: POS checkout, Inventory.

Sell a gift card

1. Take the customer's payment first.
2. Go to Rewards → Gift cards and select Issue gift card.
3. Choose the customer, enter the amount and select how they paid under Issue payment.
4. Confirm. The full code is shown once; give it to the customer and ask them to keep it safe.

Customers spend it at the till as a payment method, in one go or over several visits. More: Loyalty and rewards.

Run a voucher offer

1. Rewards → Vouchers → Add voucher.
2. Enter a Voucher code (e.g. SPRING15). It can't be changed later.
3. Choose Discount type (percentage or amount), the value, and which kinds of products it applies to.
4. Optional: Minimum subtotal, start and expiry dates, Total uses (optional), Uses per customer.
5. Save.
6. To email the code to customers, open CRM → Offers, pick a template such as Thank you, write your offer and choose the voucher under Attach a voucher. Check the preview, then Send one-time offer. It goes to customers with marketing consent. See CRM.
7. At the till, apply the code under Rewards.

A voucher can't be combined with a manual discount or with loyalty points on the same sale.

Start a loyalty program

1. Loyalty → Program settings: switch on Enable loyalty.
2. Set Points per 1 kr, the value of a point, and Minimum points to redeem.
3. Optional: Add tier (e.g. Silver, Gold) with a Spend threshold.
4. Save program.

From now on customers earn points automatically on every paid sale.

Do a full stocktake

1. Pick a quiet time, or close the till while counting.
2. Count each product on the shelves.
3. Inventory → Record stock movement, Movement type: Count.
4. Add one line per product with the counted quantity and a reason (e.g. "Year-end stocktake"). You can add up to 100 lines per batch.
5. Record stock changes. Kadenio records only the difference for each product.
6. Review the changes on the Transactions tab.

Correct stock after damage or loss

1. Inventory → Record stock movement, Movement type: Adjustment.
2. Adjustment direction: Decrease stock.
3. Add the product, quantity and a clear reason ("Damaged in transport").
4. Record stock changes.

Handle a return

Only full refunds are possible in this version.

1. POS → Sales history: find the sale.
2. Enter a Refund reason and select Refund full sale. Stock, loyalty points and gift-card balances are put back automatically.
3. If the customer keeps some items, ring them up again as a new sale.

Customer collects a repaired bike

1. Open the ticket (Ready for pickup) and select Open POS.
2. Add any extra items, Pay, Confirm payment.
3. Back on the ticket: check Paid in POS, then Mark picked up.

Send figures to your accountant

1. Reports: choose the period (for example last month).
2. Check the totals on screen.
3. Select Export sales CSV and send the file.

Add a new staff member

1. Staff: add the person with their name, email and role.
2. They receive a temporary password and must change it at first sign-in.
3. Set what they are allowed to do, as described in Users and access.

More: Users and access, Roles and permissions.

When a staff member leaves

1. Staff: archive their account. Their sales and repair history is kept.
2. If they were the owner, transfer ownership first (Settings → Shop ownership).