Master Your Business
Your comprehensive guide to scaling with Orelle POS.
👋 Welcome to Orelle POS
Orelle POS is a cloud-based Retail Management Suite designed to simplify how you manage your business. Whether you're running a single boutique or a large-scale retail chain, Orelle POS provides the tools to track every sale, monitor inventory across branches, and manage your team efficiently.
🚀 Getting Started
Starting with Orelle POS is a simple 3-step process:
- 1. Register: Create an account at orellepos.com.
- 2. Create Business: Enter your business name, industry, and locale.
- 3. Download App: Install the OrellePOS app for your device (Windows, Android, or iOS) for the best offline-first experience.
- 4. Activate: Select a plan and complete payment via Paystack (for Kenya) or Lemon Squeezy (International).
Subscription Tiers & Features
| Feature | Basic | Professional | Enterprise |
|---|---|---|---|
| Monthly Price (KES) | 2,500 | 5,000 | 10,000 |
| Branches | 1 | 3 | Unlimited |
| Product Limit | 25 | 100 | Unlimited |
| Staff Portals | |||
| Basic Reporting | |||
| P&L & Analytics | |||
| Stock Movements Log |
Demo Site vs Live Platform
Demo Environment
A sandbox for testing and training. This environment is active for 5 days.
- 5 Day Access: Full portal features.
- Grace Period: After 5 days, access is restricted to data export or transfer.
- Purge: Permanent deletion after 14 days of inactivity.
Live Platform
Your actual business environment. Secure, persistent, and ready for scaling.
- Data Persistence: Securely backed up for the life of your business.
- Multi-Branch: Sync inventory across multiple retail outlets.
- Support: Priority assistance for financial reconciliation.
Seamless Migration Handshake
Don't lose your hard work. Our unique Handshake System allows you to move your Products, Categories, Contacts, and Staff settings from Demo to Live with a single click.
Screenshot: Demo Transfer Wizard
Downloads & Apps
For the most reliable and fastest experience, we recommend using our native applications. These apps are built with a **Local-First** architecture, ensuring you can continue selling even without an active internet connection.
Windows
Ideal for fixed counters and large inventories. Supports thermal printers natively.
Download .EXELinux
Enterprise reliability for Linux-based systems. Optimized for Ubuntu and Debian.
Download .AppImage📡 Offline-First Synchronization
OrellePOS native apps use an advanced synchronization engine to handle intermittent connectivity:
- Local Persistence: Every transaction is saved to an encrypted local database (Isar) immediately.
- Zero Latency: UI updates happen instantly, without waiting for server confirmation.
- Background Sync: When the app detects a stable connection, it automatically pushes "dirty" records to the cloud and pulls the latest inventory changes.
- Conflict Resolution: Smart timestamp-based merging ensures data integrity across multiple devices.
⚙️ Business Setup
Once registered, you can manage your business settings through the Settings menu in your portal.
- Core Info: Manage logo, address, and industry type.
- Locale: Set your Country and Currency. This affects how your prices and taxes are displayed.
- Tax Management: Define your VAT or sales tax rates. Taxes are automatically applied to relevant products.
- Branch Management: Create additional branches (depending on your plan) to track inventory by location.
Business Industries
Orelle POS is optimized for various retail and service-based businesses. Selecting the correct industry ensures that your system is configured with the most relevant defaults for your sector.
Retail & Boutiques
General merchandise, apparel, and specialized retail shops.
Restaurant & Cafe
Quick-service food and beverage outlets with fast checkout.
Pharmacy
Medical supplies with batch and expiry tracking support.
Supermarket
High-volume retail with extensive inventory and barcode support.
Beauty & Salon
Service-based businesses tracking professional product usage.
Automotive
Spare parts, garages, and vehicle-related retail.
Electronics
Gadgets, appliances, and technical hardware stores.
Wholesale
Bulk sales and distribution management.
Services
Professional services including consultancy and repairs.
Education
Schools, training centers, and bookshops.
Construction
Building materials, hardware, and site management tools.
Others
Any other niche business types supported by Orelle POS.
👥 Contacts Management
Track everyone your business interacts with. Access this via the Contacts menu.
- Suppliers: Save vendors you purchase goods from. Link inventory purchases to specific suppliers for history.
- Customers: Manage your customer base. Track their purchase history and provide personalized service.
📦 Products & Units
The foundation of your POS. Organize your inventory for speed. Note that your Product Limit depends on your subscription plan:
Units of Measure (UoM)
Define how you sell items (e.g., Pieces, Kg, Packs). You can define if a unit allows decimals (like 1.5kg).
Categories
Group products (e.g., Electronics, Food, Apparel) to make searching and reporting easier.
🧩 Breakbulk & Unit Conversions
Orelle POS supports advanced unit conversions to help you manage products received in bulk but sold individually. For example, if you purchase items in Cartons but sell them in Pieces.
- Go to the Products page and click the "Action" menu for a product to configure Breakbulk Rules.
- Define rules like: 1 Carton = 24 Pieces.
- When Receiving Purchases or executing Stock Transfers, you can select the bulk unit (e.g., Carton) instead of the base unit (e.g., Pieces). The system will automatically calculate the correct quantity multipliers to perfectly sync your physical inventory levels and adjust the base unit cost accurately.
Adding Products
Each product requires a Name, Category, UoM, and Selling Price. You can also track Cost Price to calculate accurate profit margins.
Bulk Product Upload
Orelle POS allows you to import hundreds of products at once using our Excel-based bulk upload tool. This feature also supports automated image processing.
How to Bulk Upload:
- Get Template: On the Products page, click Bulk Upload and download the sample Excel template.
- Fill Data: Enter your product details. If you have images, enter the exact image filename (e.g.,
shoe_red_01.jpg) in the Image Filename column. - Prepare Images: Gather all your product images into a single ZIP file. Ensure the filenames in the ZIP match what you wrote in the Excel.
- Upload: Select both your filled Excel file and your ZIP image file in the upload modal and click Start Upload.
🔄 Inventory & Stock
Keep your stock levels accurate across all branches.
- Stock Takes: Perform periodic counts (daily, weekly, monthly) to reconcile physical stock with system stock.
- Stock Movements: Automatically logs every time an item is added (purchase) or removed (sale).
- Low Stock Alerts: (Enterpise Plan only) receive notifications when items fall below your defined threshold.
🔄 Stock Transfers
Move inventory securely between your branches. (Available on Professional and Enterprise plans)
- Go to Stock Transfers -> Create New.
- Select the Source Branch and Destination Branch.
- Add products to transfer. If you configured Breakbulk rules, you can transfer items in bulk units (like Boxes) and the system will update the receiving branch with the correct base pieces.
- Save the transfer as a Draft, mark it as In Transit during physical movement, and complete it by marking it Transferred when received.
- You can print a Packing List directly from the transfer details page to include with the shipment.
🛒 Sales & POS Interface
Our Point of Sale interface is optimized for speed.
- Select the Branch you are selling from.
- Add products to the cart using search or categories.
- Apply discounts or taxes if necessary.
- Proceed to checkout and select payment method (Cash, Mobile Money, Card).
All sales are recorded instantly and reflect in your financial reports.
📥 Purchases (Restocking)
When you buy new inventory from suppliers:
- Go to Purchases -> Create New.
- Select the Supplier and the receiving Branch.
- Add the items and quantities being received.
- Updating the purchase will automatically increase your stock levels.
💸 Expense Tracking
Track operational costs that aren't inventory related (e.g., Rent, Electricity, Salaries).
- Create Expense Categories to group your spending.
- Log each expense with the amount and date.
- Expenses are deducted from your total revenue to calculate Net Profit in reports.
📊 Analytics & Reports
Data-driven decisions start here. We provide real-time insights into your performance based on your subscription tier.
| Report Type | Description | Plan |
|---|---|---|
| Sales Report | Real-time revenue tracking, payment method breakdown, and branch performance. | All Plans |
| Inventory Status | View current stock levels cross-referenced with categories and branches. | All Plans |
| Profit & Loss | Detailed financial health check. Calculates Gross Profit (Revenue - COGS) and Net Profit. | Pro + |
| Expense Analysis | Categorized spending reports to identify and control operational overhead. | Pro + |
| Supplier Purchases | History of all restocking events, supplier performance, and total cost of inventory. | Pro + |
| Stock Movements | A granular audit trail of every unit entering or leaving your business (Sale, In, Out, Adjustment). | Enterprise |
👥 Staff & Roles
Orelle POS supports unlimited staff members on Professional and Enterprise plans. The Basic plan is designed for solo entrepreneurs and does not support staff portals.
Managing Access
- Roles: Define preset permissions (e.g., Cashier, Manager).
- Staff Invitations: Invite team members via email. They will receive a link to join your business.
- Branch Access: You can restrict staff members to only see data from specific branches. Total branches allowed: Basic: 1 Pro: 3 Enterprise: Unlimited
AI-Powered Messaging Center
Scale your customer outreach with multi-channel campaigns powered by Generative AI. Orelle POS uses the latest Gemini models to help you craft perfect marketing messages and visual assets.
Credits System
All messaging and AI features consume Messaging Credits. Credits never expire and can be topped up via the Messaging Dashboard.
Gemini-Powered Campaigns
Launch targeted marketing campaigns that resonate with your Kenyan audience.
- Smart Refine: Write a rough draft and click "Refine". The AI will adjust the tone (Professional, Friendly, or Persuasive) and optimize for conversion.
- WhatsApp Marketing: Send rich media messages directly to your customers' WhatsApp, including product images and clickable links.
- AI Visual Composer: Generate high-fidelity product backgrounds or 8-second marketing video clips (AI Video) for your social media stories directly from the dashboard.
Business Media Gallery
Every asset you generate with AI is automatically saved to your Business Gallery. No need to download and re-upload—simply pick an image from your gallery when updating a product or creating a new campaign.
Advanced Loyalty Engine
Orelle POS moves beyond simple point tracking to offer a complete customer retention ecosystem. Turn every sale into a reason for a customer to return.
Point Dynamics & Strategy
Configure your reward rules in Loyalty Center -> Settings.
- Dynamic Earning: Set points based on spend (e.g., 1 point per 100 KES) or specific promotional items.
- Tiered Rewards: (Enterprise) Categorize customers into Bronze, Silver, and Gold tiers based on their lifetime spend.
- Point Redemptions: Customers can use points as a form of payment at checkout, reducing their final bill instantly.
NFC & Physical Card Integration
For the ultimate premium experience, Orelle POS supports physical branded cards.
NFC / RFID Cards
Order branded NFC cards from our hardware shop. Link a card to a customer profile with a single tap on the Orelle mobile app or supported desktop readers.
Digital Profiles
Customers who don't want a physical card can access their Digital Loyalty Profile via a secure public link to check points and transaction history.
Hardware Marketplace
Purchase professional POS hardware and supplies directly through the Orelle ecosystem. We handle the logistics, from hierarchical region-based delivery to secure handover verification.
Browsing & Product Specs
Access the marketplace at orellepos.com/shop. Every listing includes:
- Detailed Specs: Full technical breakdown (Battery, RAM, Connectivity, etc.).
- Image Gallery: Professional 360° views of the hardware.
- Categorized Search: Filter by Laptops, Mobile POS, Printers, and Scanners.
Regional Logistics & Delivery
Our delivery system is built for accuracy and uses a cascading hierarchy to calculate shipping costs:
- Country Selection: Searchable country selector to load specific regional data.
- Hierarchical Drills: Cascade through locations based on your country's administrative levels (e.g., County -> Constituency -> Ward).
- Dynamic Shipping: Costs are automatically calculated based on your final selected specific location.
Secure Handover Verification
To ensure you receive what you paid for, we use a secure 6-digit verification workflow:
How Handover Works:
1. When the delivery agent arrives, you will receive an automated email with a 6-digit code.
2. Provide this code to the delivery agent.
3. Once the agent enters the correct code into their terminal, the order is marked as 'Received' and your warranty begins.
🎉 Affiliate Program & Referral Offers
Orelle POS offers a rewarding partner program for individuals and agencies. Share the value of our system and earn recurring commissions while offering your leads an exclusive starting discount.
Application & Approval
To ensure high service standards for our customers, all affiliate applications undergo a manual review process.
- Apply: Navigate to the Affiliate Landing Page and submit your application with a unique reference code.
- Approval: Our team will review your profile. You will receive an email once your application status changes to "Approved".
- Complete Checklist: Once approved, you must complete your onboarding checklist by providing your payout details.
Referral Tracking (24-Hour Window)
We use a persistent tracking system to ensure you get credited for your referrals:
- Tracking Cookie: When a prospective customer clicks your referral link, a tracking cookie is stored in their browser for 24 hours.
- Persistence: If the customer registers their business within this 24-hour window, they are automatically linked to your affiliate account, even if they close and reopen their browser.
Commission Structure & Revenue Split
We use Paystack as our primary payment partner to handle both customer subscriptions and automated affiliate distributions securely.
Standard Affiliate
- 10% Commission on the first subscription payment.
- 5% Commission on recurring payments.
- 6 Months of recurring earnings per business.
Super Affiliate
- 20% Commission on the first subscription payment.
- 10% Commission on recurring payments.
- 6 Months of recurring earnings per business.
Exclusive Client Offer: 10% Off First Month
To support our partners' marketing efforts, every new business that registers using an affiliate referral code or link automatically receives a 10% discount on their first month's subscription.
Commission Protection: We value our partners. The affiliate commission is always calculated on the Original Price of the plan, ensuring your earnings are never reduced by this introductory offer.
💳 Billing & Payments
We use Paystack as our primary Merchant of Record. This ensures payment security, local accessibility through M-Pesa, and seamless card processing for both local and international businesses.
- M-Pesa & Card Support: Paystack provides seamless M-Pesa integration, while also supporting Credit and Debit Cards.
- Automated Receipts: Customers receive automatic payment receipts via email and WhatsApp upon successful subscription.
Subscriptions are billed monthly. You can upgrade your plan at any time through the Billing menu.
🔌 Integrated Payments (BYOK)
Orelle POS supports a Bring Your Own Key (BYOK) model. Unlike other platforms that force you into their own payment processors, we allow you to connect your existing merchant accounts directly to your POS system. This means faster payouts, lower fees, and full control over your finances.
How it Works
Connecting a gateway follows a secure 5-step "Handshake" process. This ensures that your private keys are valid and that Orelle POS can receive transaction status updates instantly.
1 API Connection
Enter your Merchant ID, App Keys, or Secret Tokens from your provider (e.g., iPay, PesaPal, M-Pesa). Use the Connectivity Test button to verify your keys immediately.
2 Webhook Handshake
Orelle generates a unique, secure URL for your business. Copy this to your provider's developer dashboard so they can notify Orelle of payment successes.
3 Sandbox Verification
Perform a test transaction in 'Demo' or 'Sandbox' mode. Our system will confirm when it successfully receives the webhook heartbeat.
4 Real-Time Sync
Once synchronized, every successful transaction marks the corresponding sale as 'Paid' and deducts inventory immediately, with zero manual entry.
Supported Providers
| M-Pesa STK Push | Direct push to customer phone. Real-time reconciliation via Safaricom Daraja API. | |
| iPay Africa | Supports Mobile Money (M-Pesa, Airtel) and Card payments across East Africa. | |
| PesaPal | Popular regional gateway for mobile money and international cards. | |
| Paystack | Global card processing with local settlement in Kenya, Nigeria, and South Africa. |
Mobile & Web Parity
Your connectivity tests and gateway configurations are synced across the Web Dashboard and the Mobile App. You can test your M-Pesa connection directly from the mobile Setup Wizard before making your first sale.