User guide¶
Kadenio is the web app your shop uses every day: checking in repairs, keeping customer and bike records, managing products and stock, taking payment at the till (POS), running loyalty and gift cards, and reviewing the day's figures. This section explains each screen in detail.
Who can use this¶
Everyone who works in the shop. What you see depends on your role:
| Role | Who it is for |
|---|---|
| Owner | The person responsible for the shop. Full access, including settings and the shop profile. Each shop has exactly one owner. |
| Manager | Helps run the shop and the team. |
| Shop Manager | Runs day-to-day shop work. Kadenio currently works with one location per shop. |
| Team Member | Staff with limited access, mainly customer records. |
Screens by role¶
| Screen | Owner | Manager | Shop Manager | Team Member |
|---|---|---|---|---|
| Dashboard, Notifications, Support | Yes | Yes | Yes | Yes |
| Customers & bikes | Yes | Yes | Yes | Yes |
| Products & services, Inventory, Workshop | Yes | Yes | Yes | No |
| POS (Checkout, Sales history, End of day) | Yes | Yes | Yes | No |
| Reports | Yes | Yes | Yes | No |
| CRM | Yes | Yes | Yes | No |
| Loyalty, Rewards | Yes | Yes | No | No |
| Staff | Yes | Yes | No | No |
| Shop profile, Settings | Yes | No | No | No |
Being able to open a screen is not always enough to make changes on it. The owner can do everything. Other staff can make changes only where they have been given permission. See Roles and permissions.
Before you start¶
- You have an account. Kadenio has no public sign-up: your Kadenio account manager sets up the owner's account, and the owner or a manager creates accounts for staff. The first time you sign in you must replace your temporary password with your own.
- Your shop has a currency (Danish shops use DKK) and its time zone is set.
- To take payment, at least one payment method is switched on in Settings → POS (by default Cash, Card and Gift card).
- To sell stocked items, the products exist in Products & services and their stock has been received in Inventory.
Key concepts¶
| Concept | Meaning |
|---|---|
| Your shop | Each shop's customers, sales, stock and settings are completely separate from every other shop. |
| One location | Kadenio works with one shop location. The location picker in the header only appears if a shop has more than one location. |
| Amounts | You type normal amounts such as 249.95, with at most two decimals. |
| No double posting | If a payment or stock change is sent twice by mistake (for example a double click), it is recorded only once. |
| Ready is not paid | A repair marked Ready for pickup is not paid. Payment is only recorded at the till (POS). |
Finding your way around¶
Sidebar¶
| Menu item | What it is for |
|---|---|
| Dashboard | Daily shop activity and access overview |
| Notifications | Shop alerts and account activity |
| Support | Get help with Kadenio and shop operations |
| Customers & bikes | Customer and bike records for this shop |
| Products & services | Products and services you sell |
| Inventory | Stock for the shop |
| Workshop | Repair jobs and pickup readiness |
| POS | Create sales and take payment |
| Reports | Sales, stock, workshop and loyalty summaries |
| CRM | Follow up with customers and send consented offers |
| Loyalty | The shop's loyalty program |
| Rewards | Vouchers and gift cards |
| Staff | Staff accounts and access |
| Shop profile | Shop identity, plan and usage |
| Settings | Shop configuration and preferences |
The sidebar only shows the items your role can open.
On a phone¶
On narrow screens a bar at the bottom shows Dashboard, Workshop, POS, Customers & bikes and More (the full menu).
Inside POS¶
Tabs at the top switch between Checkout, Sales history and End of day.
Language¶
The app is available in English and Danish. The owner chooses the language in Settings. See Languages and formats.
Which page do I need?¶
| Task | Screen | Page |
|---|---|---|
| Morning overview, what needs attention | Dashboard | Dashboard |
| Ring up a sale and take payment | POS → Checkout | POS checkout |
| Find a receipt, refund a sale | POS → Sales history | Sales history and refunds |
| The day's paid sales | POS → End of day | End of day |
| Check in a bike and track the repair | Workshop | Workshop |
| Customers, their bikes, service reminders | Customers & bikes | Customers and bicycles |
| Products, prices, images | Products & services | Catalog |
| Receive, count and adjust stock | Inventory | Inventory |
| Points, tiers, vouchers, gift cards | Loyalty, Rewards | Loyalty and rewards |
| Service follow-ups, send an offer | CRM | CRM |
| Customer emails and reminders | Customers & bikes, Settings | Communications and reminders |
| Alerts for the shop | Notifications | Notifications |
| Period figures and sales export | Reports | Reports and exports |
| Shop setup | Settings | Settings |
| Staff accounts | Staff | Users and access |
| Trial and subscription | Shop profile | Organization and subscription |
| Language, dates and amounts | Settings | Languages and formats |
Not available in this version¶
Parking a sale for later, cash drawer and float management, returning only part of a sale or exchanges, purchase orders to suppliers, several shop locations, more than one currency, working offline, a rewards account customers can log in to, marketing campaigns and text messages (SMS).
Common questions / problems¶
| Symptom | Cause | What to do |
|---|---|---|
| A menu item is missing | Your role cannot open that screen | Ask the owner whether your role should change. |
| You are sent to a page saying you are not authorised | Your role cannot open that screen | As above. |
| "You do not have permission for this action." | You can see the screen but have no permission to change it | Ask the owner to do it, or to arrange the permission for you. |
