Daily Routine at a Glance

0. Getting Started

0.1 Logging in

1. Open the Tawi Branch app (or the browser link your Manager gave you).
2. Enter your Email and Password (issued by your Branch Manager or Head Office).
3. Tap Login.

You land on the Dashboard. If you see a red offline banner at the top, sales you make will be queued and upload automatically when your connection returns — tap Retry to reconnect sooner.

0.2 Who can see what

0.3 Staying signed in and app updates

• You stay signed in automatically — the app refreshes your session in the background.
• After 25 minutes of no activity it asks Are you still there? — tap Stay signed in to keep working.

0.4 Installing the app

Install Tawi Branch on your phone for the full offline POS experience — a home-screen icon, no browser chrome, and reliable offline sales.

Android (Chrome): Tap the Install app button on the sign-in screen, or the Install banner at the top of the app. Tap Install on the browser prompt.

iPhone (Safari): Tap the Install app button. Follow the on-screen steps — tap Share, then Add to Home Screen, then Add.

1. Dashboard

Use it for: a quick health check — sales, stock value, banking position, your monthly target, and any alerts that need action.

Open it from the ☰ menu (top-left) → Dashboard.

What each block tells you:

2. POS Terminal — Selling

Use it for: every counter sale. Who: Branch Manager, Cashier.

Sell to a customer step by step

1. ☰ → POS Terminal.
2. Find the product: type in the search box, or scroll the grid. Only stock your branch has appears.
3. Tap the product — it is added to the cart (the Cart button top-right shows the count).
4. Phones / serialised items: a field asks for the 15-digit IMEI. Scan it with the camera or type it.

• Scanning rule: phone boxes show the EAN barcode plus IMEI 1 and IMEI 2. The scanner ignores the EAN (Barcode ignored) and keeps scanning until it reads the 15-digit IMEI — re-aim at the IMEI. If the label is damaged, type the IMEI.

1. Tap Cart to review.

1. Change quantities with the + / − buttons.
2. Price: the selling price shown is the minimum. You may tap the price and type a higher amount if the Manager authorised it (applies to that sale only). You can never go below the minimum. Commission-only items (e.g. financed/Mkopo phones) have no minimum.
3. Customer name & phone (optional) — handy for warranty follow-ups.
4. Payment method: Cash (no code), M-Pesa (enter the full transaction code from the customer's SMS, e.g. SX9…), Bank Transfer (enter the reference), or Airtime for airtime-only sales.
5. Tap Confirm Sale.

3. Inventory

Use it for: seeing exactly what stock is in your branch and searching for any item.

1. ☰ → Inventory.

1. Each line shows the product and the quantity in your branch. Use the search box to find an item quickly.

4. Upcoming Stock — Receiving from HQ

Use it for: accepting stock Head Office (or another branch) sent you. Stock is not sellable until you confirm receipt.

1. ☰ → Upcoming Stock.

1. You will see each pending transfer with the items and quantities sent.
2. Tap Confirm Receipt on a transfer.
3. Check each item:

• Non-serialised (chargers, cables): confirm the quantity that arrived.
• Serialised (phones): confirm each 15-digit IMEI that arrived (scan or read the list).

1. Tap Confirm.

5. Sales

Use it for: your branch's sales history and re-printing a receipt.

1. ☰ → Sales.

1. Use the filters Today · This Week · All.
2. Each entry shows the receipt number, items, total and payment method.
3. Tap a sale to see its receipt — then Print or Share.

6. DSA Sales (Airtime) — Branch Manager only

Use it for: airtime sold by field DSA agents away from the shop. This is not for counter/POS sales. The menu item is hidden for other roles.

Record what each DSA sold

1. ☰ → DSA Sales (Airtime).
2. Pick the airtime product and enter the quantity the agent sold.
3. Enter the Field DSA Name and Phone.
4. Tap Submit Sales Summary.

Track what each DSA handed back (remittance)

Below the form, Today's DSA Sales & Remittance lists each agent with what they sold vs what they handed back, and a SHORT flag when money is missing.

1. Find the agent's line.
2. Tap Record Remittance.
3. Enter the amount handed back and the method (Cash or M-Pesa) with its reference.
4. Save.

7. End of Day Recon (EOD)

Use it for: closing your money at close of business — your daily M-Pesa till position and every banking receipt for phone/accessory sales. Who: Branch Manager (Cashiers view).

7.1 M-Pesa Position (daily till stock-take)

A daily count of your M-Pesa till — amounts only, no codes:

7.2 Banking receipts — one line per receipt

Tap + Add banking receipt line for each banking receipt of the day:

Add another line for every receipt banked that day (several allowed). When everything is in, tap Submit Report.

8. Petty Cash

Use it for: small cash requests (transport, errands, minor purchases).

1. ☰ → Petty Cash.

1. Enter the Amount (KES) and the Purpose.
2. Tap Submit Request.
3. Track it under My Petty Cash Requests — status shows Pending / Approved / Rejected.

9. Stock Take — the Daily Count

Use it for: recording exactly what is physically in your branch. Dealerships do this every day at close of business. It is also how a new branch's starting stock is onboarded (HQ approves the count and it becomes sellable). Who: Branch Manager starts, adds items and closes the count; Cashiers see it view-only.

Do the daily stock take

1. ☰ → Stock Take. If a count from earlier is still open, the app resumes it (one open take per branch — close it before starting a new one).
2. Tap New Stock Take (or continue the open one).
3. Tap Add Item to Count and search for a product — you can count any product, serialised or not.
4. Enter the actual quantity you counted.
5. Serialised products: one serial row appears per unit. Tap the 📷 Scan button on a row and scan the 15-digit IMEI (EAN is ignored — re-aim until it reads), or type it if the label is damaged. The field fills and jumps to the next empty row.

1. If the counted quantity is less than expected, add a Shortage Reason.
2. When every product is counted, tap Close Stock Take.

10. Stock Recalls

Use it for: moving stock back to Head Office. Two directions:

10.1 Send stock back to HQ (my requests)

1. ☰ → Stock Recalls → New Recall Request (Branch Manager).
2. Add one line per product: choose the product, enter the quantity, pick a reason (Overstock / Defect / Seasonal / Other).
3. For serialised products, tick the IMEIs being returned.
4. Tap Send request — HQ approves or rejects each line.

• Approved lines: the stock is sent to HQ and shows Sent to HQ — awaiting receipt until HQ records the receipt.
• Rejected lines: it stays at your branch.

10.2 Confirm recalls HQ asked for

When HQ asks your branch to return stock it appears under Confirm recalls — HQ asked to return stock, marked Awaiting your confirmation.

1. Open the recall.
2. Decide per line: tap Send to HQ (or Confirm — send to HQ for every line) or Reject (it stays at your branch).
3. Sending the stock is step one: the recall then reads Sent to HQ — awaiting receipt and HQ marks it Received by HQ when the stock arrives. Only pending lines can be decided; the header shows the overall result.

Statuses: Awaiting HQ approval · Awaiting your confirmation · Sent to HQ — awaiting receipt · Received by HQ · Partial return · Rejected.

11. Printer

Use it for: printing receipts on a Bluetooth thermal printer.

1. ☰ → Printer (or from a receipt tap Print).
2. Make sure the printer is charged and switched on and Bluetooth is on.
3. Pair the printer if it is not connected, then print a test receipt.

12. Settings

1. ☰ → Settings.

App updates

The branch app updates itself — you never download or install anything. If the app looks out of date, close it completely and open it again.

13. Logging Out

1. ☰ → Settings → Logout (or ☰ → Logout at the bottom of the menu).
2. Always log out at the end of your shift or before handing the device to someone else.

14. Best Practices

1. Sell at the price on the screen — never below it. Only the Manager may authorise a higher price, for that sale only.
2. M-Pesa = confirm on the customer's phone. Enter the full code from their SMS. Screenshots can be faked.
3. Receive before you sell — stock under Upcoming Stock is not sellable until you confirm receipt.
4. One banking line per receipt, dated correctly — even if it means backdating up to 7 days. Never batch two days under one date.
5. Close the daily stock take every evening — it keeps your till from freezing and your stock records honest.
6. Record DSA sales as they happen (Manager) and chase remittances the same day — a SHORT flagged today is easy to fix; tomorrow it is a mystery.
7. Flag shortages the moment you see them — in receipts, stock takes and recalls. The system records variances so nothing is silently lost.
8. When in doubt, ask your Branch Manager — not a colleague who thinks they know. Wrong entries create work for HQ and can freeze your branch.

15. Troubleshooting