Tips and guides for running your shop in Poseo.

What is Poseo?

Poseo is a simple cloud-based sales tracker for small businesses. It helps you log sales, review performance, manage items and team access, and keep basic customer, expense, profit, and stock information in one place.

How Poseo can benefit your business

• Use Sell to record transactions as they happen.
• Use Dashboard to check revenue, sales count, average sale, expenses, and estimated profit.
• Use Setup to maintain items, branches, staff, and unlock premium features.

Who uses Poseo

Poseo is designed for the different people who help run a shop, with each role focusing on the parts of the app they need most.

• Owners have admin access and they can manage setup, accounts, backups, expenses, profit, and the full dashboard view across all branches.
• Branch managers can monitor assigned branches, manage staff and items, use filters, review expenses, and check daily performance.
• Staff can focus on daily sales logging, payment mode, discounts, notes, optional customer details, and customer feedback at checkout.

Where Poseo works best

Poseo works for service businesses like salons, clinics, consultancies, spas, and meeting spaces, as well as product sellers that need a light catalog and basic item stock visibility.

Adding items

1. Go to the Setup tab.
2. Find the Items section.
3. Tap + Add.
4. Enter the item or service name, price, and item type.
5. Save the item so it appears as a card in the Sell tab.
6. To update an existing item, tap the pencil icon beside the item in Setup.

Adding staff

1. Go to the Setup tab.
2. Open the Staff or Team section.
3. Tap + Add.
4. Enter the staff member details.
5. Assign the right role, such as branch manager or staff.
6. Save the record. The person will receive an email invitation to activate their account.

Adding branches

1. Go to the Setup tab.
2. Open the Branch section.
3. Tap + Add.
4. Enter the branch or location name.
5. Save the branch.
6. Use the branch selector on Sell, Dashboard, or Setup to switch between locations.

Tracking item stock

1. Go to the Setup tab.
2. Add or edit a product item.
3. Turn on stock tracking only for items that need inventory visibility.
4. Enter the starting stock or current stock count.
5. Save the item.
6. When the item is sold, use the Sell tab as usual. Stock tracking should stay in the background so service-based businesses are not cluttered.

Recording a sale

1. Go to the Sell tab.
2. Choose the correct branch from the location selector, if your account has multiple branches.
3. Filter items by All, Services, or Products if needed.
4. Tap the item or service card.
5. Use + to increase quantity or the trash icon to remove the item.
6. Tap Review & charge when the order is ready.
7. Review the checkout details, then tap Complete sale.

Adding payment details

1. In the Checkout panel, go to Discount.
2. Enter the discount percentage, if any.
3. Add a discount label such as PWD, Senior, promo, or other internal label.
4. Select the payment method, such as Cash, GCash, or another available option.
5. Select the customer type, such as Direct, if available.
6. Add a note if the transaction needs context, such as a reference number or partial payment reason.

Capturing customer details

1. In the Checkout panel, find Customer details.
2. Enter the customer name if useful for the transaction history.
3. Enter contact details, such as a phone number or email, only when needed.
4. Leave these fields blank if the customer does not need to be identified.
5. Use the feedback buttons, such as Happy, Okay, or Sad, if you want to record how the transaction went.

Editing, voiding, or deleting a transaction

1. Go to the Dashboard tab.
2. Scroll to Latest transactions or open the Transactions view.
3. Tap a transaction row to expand it.
4. Use the pencil icon to edit, the void icon to mark the transaction as void, or the trash icon to delete if your role allows it.
5. When editing, update fields such as date and time, item, quantity, amount, discount, payment, customer, note, and customer details.

Understanding the dashboard

1. Go to the Dashboard tab.
2. Review the summary cards for Revenue, Sales, and Avg sale.
3. Check Estimated profit to see gross sales, discounts, expenses, and profit margin for the selected period.
4. Review Expenses to see the total expense amount and number of entries.
5. Scroll down for sales trends, customer trends, staff commissions, and latest transactions when available.

Filtering data

1. Use the branch selector at the top of Dashboard to choose All branches or one branch.
2. Use Today, 7 days, 30 days, or Choose range (for premium users) to set the reporting period.
3. For transaction lists, use From and To date filters to narrow the records.
4. For expenses or item-level views, use the item selector to choose All items or one specific item.

Drilling down data

1. Tap a dashboard section or chevron, such as Expenses or Latest transactions.
2. Review the detailed list behind the summary number.
3. Tap a transaction row to expand it and see more actions.
4. Use CSV export when you need a downloadable copy of the filtered records.

Tracking expenses and profit margin

1. Go to the Dashboard tab.
2. Find the Expenses card.
3. Tap + to add a new expense entry.
4. Fill in the expense details shown in the form, including the sales invoice number if relevant.
5. Save the expense.
6. Return to Estimated profit to see how expenses affect the margin for the selected period.

Backing up data

1. Go to the Setup tab.
2. In the Backup and restore area, select Back up data.
3. Confirm the action.
4. Keep the backup file in a safe place, especially before major setup changes.

Restoring from a backup

1. Go to the Setup tab.
2. In the Backup and restore area, select Restore from backup.
3. Choose the backup file.
4. Confirm only when you are sure you want to restore that backup.

Importing data

1. Go to the Setup tab.
2. In the Backup and restore area, download and prepare the import template.
3. Add your items, staff, branches, or customer records in the required format.
4. Upload the file and review the preview or validation messages.
5. Confirm the import when the data looks correct.

Exporting transactions

1. Go to the Dashboard tab.
2. Open Transactions or tap View more under Latest transactions.
3. Set the From and To dates.
4. Tap CSV to download the filtered transaction list.