Short guide

Quick Guide

Practical steps to start using KepoGo without learning complicated accounting.

1. Complete your business profile

Make sure business name, tax label, main branch, invoice numbering, and theme color are correct.

Open Settings for profile, VAT/GST, payment terms, and invoice settings.

Open Branches for address, phone, attendance, and branch invoice numbering.

2. Set up cash and bank accounts

Use wallets such as Store Cash, Bank, QRIS, or E-wallet so incoming and outgoing money is clear.

Choose the wallet type that matches the payment method.

Enable wallets that may be used in Cashier.

Upload a payment QR on QRIS or e-wallet wallets when needed.

3. Set product types and labels

Use Product Type for the main grouping and Product Labels for quick Cashier filters.

Resale goods use stock and cost price.

Prepared products and services do not need inventory tracking.

Keep labels limited so Cashier stays clean and fast.

4. Add products and opening stock

Enter products, selling price, barcode, photo, opening cost, minimum stock, and expiry date when needed.

Use product import for large migrations.

Enable tax per product when the product is taxable.

Products with expiry dates consume the nearest expiry batch first when sold.

5. Use Cashier for quick sales

Cashier is for daily transactions: choose products, scan barcode, check total, choose wallet, then save.

Stock and expiry batches decrease automatically after the sale.

Receipts can be printed, shared, or shown as an image.

Split payment is available while online.

6. Understand Cashier offline mode

Web offline mode supports simple Cashier sales saved temporarily on the device.

Make sure products and wallets have been opened while online.

Offline supports one wallet, not split payment.

Pending sales sync when the connection returns.

7. Use invoices for complete transactions

Use Sales or Stock Purchase when transactions need customers/suppliers, due dates, VAT, many items, picking, or shipment notes.

Invoice numbers can be generated automatically per branch and reset yearly.

Use partial payment for receivables or payables.

Use picking when staff need to collect goods from stock locations.

8. Manage team, tasks, and attendance

Invite app users by role, then use Attendance and Tasks for daily operations.

App users are people who can log in.

Attendance can also track employees without app accounts.

Use recurring tasks for daily, weekly, or monthly work.

9. Check dashboard, notifications, and reports

Use Dashboard, Notifications, and Reports to see important daily signals.

Check due receivables/payables, low stock, expiry, and overdue tasks.

Export Excel for archives or accountant discussions.

Reports are bookkeeping aids; verify official tax filings separately.

10. Use stock count and stock adjustments

Stock count helps record actual stock without changing the database before approval.

Use blind count so staff do not anchor on system quantity.

Approved variances create stock movement audit records.

Stock adjustment can handle damaged, missing, internal use, or promotion stock.

11. Record payroll, assets, and depreciation when needed

Use Payroll for wages and contributions. Use Assets for fixed asset purchases and depreciation.

Payroll contributions can be flexible by country or business need.

Opening assets can be entered when starting the app.

New fixed assets should be recorded through the asset purchase flow.

12. Remove sample data when ready

Sample data helps you try the app. Once your business is ready for real use, remove sample data from Settings.

Real data is not removed.

Use sample data to quickly see how cashier, stock, transactions, and reports work in KepoGo.

Check the FAQ for common questions.