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. Activate: Select a plan and complete payment via Paystack or Lemon Squeezy.
Demo Site vs Live Platform
Demo Site
A sandbox for testing. No cost, but data is purged every 3 days. Perfect for training staff.
Live Platform
Your actual business environment. Secure, persistent data storage and full premium support.
⚙️ 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.
👥 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.
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.
Adding Products
Each product requires a Name, Category, UoM, and Selling Price. You can also track Cost Price to calculate accurate profit margins.
🔄 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.
🛒 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, M-Pesa, 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.
| Report | Description |
|---|---|
| Sales Report | Detailed breakdown of revenue by day, branch, or product. |
| Inventory Report | Current stock levels and estimated stock value. |
| Profit & Loss | The ultimate health check. Sales - Cost of Goods - Expenses = Net Profit. |
| Expenses Report | Identify where your money is going. |
👥 Staff & Roles
Orelle POS supports unlimited staff members on Professional and Enterprise plans.
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.
🎉 Affiliate Program & Earning
Orelle POS isn't just a tool for business owners; it's also a platform for partners to grow with us. Our affiliate program is designed to reward you for bringing new businesses to the platform.
How to Become an Affiliate
- Login to your account and navigate to the Affiliate Dashboard.
- Click Join Program to generate your unique referral code (e.g.,
PARTNER123). - Share your code or your unique referral link with potential business owners.
How You Earn
10% Initial Commission
Earn 10% of the very first subscription payment made by a business you referred. This is paid out as soon as the payment is confirmed.
5% Recurring Commission
Continue earning 5% on every renewal payment the business makes for the first 6 months of their subscription.
Payment & Payouts
Commissions are tracked automatically and displayed in your partner dashboard. Payouts are processed weekly via your preferred regional payment method (based on your locale).
💳 Billing & Payments
We use world-class payment gateways to ensure your subscription is handled securely.
- Paystack: Optimized for African regions. Supports KES, NGN, and GHS. Pay via Card or Mobile Money.
- Lemon Squeezy: Our global checkout for all other regions. Supports Card, PayPal, and Apple/Google Pay.
Subscriptions are billed monthly. You can upgrade your plan at any time through the Billing menu.