Tawi ERP — Branch Staff

Quick step-by-step guide for daily operations

You are already logged in — this guide covers your daily tasks.

Quick Reference

SELL: POS → Pick product → Payment → Confirm
RECEIVE: Upcoming Stock → Confirm Receipt
EOD: Recon → M-Pesa Position → one line per banking receipt → Submit
DSA: DSA Sales → Select product → Enter details → Submit
COUNT: Stock Take → Add Item → Enter qty → Scan serials

SCAN IMEI ONLY: Phone boxes list EAN, IMEI1 and IMEI2 together. The scanner ignores EAN barcodes ("Barcode ignored" message) and keeps running until it reads the 15-digit IMEI - re-aim until the field fills. Same rule applies at POS checkout.

→ Close
COUNT: Stock Take → Add Item → Enter qty → Scan serials → Close

Contents

1. Dashboard 2. POS — Selling 3. Receive Stock 4. End of Day 5. DSA Sales 6. Receipts 7. Stock Take 8. Settings 9. Troubleshooting

1 Dashboard

After logging in, check your Dashboard for a quick overview:

If you see a red "Action needed" badge on Banking Position, go to EOD Recon.

2 POS Terminal — Selling

1
Tap POS from the bottom navigation
2
M-Pesa Position (daily till check) - enter the two amounts only (no codes):
  • Float - money in the till used to send money to subscribers (deposits)
  • Cash - cash in the till used to pay subscriber withdrawals
3
Add one line per banking receipt - tap + Add banking receipt line and fill each line:
  • Date - set it to the date on the SMS or receipt. Banked yesterday but forgot? Add a line and set yesterday's date (up to 7 days back) - it still reconciles against yesterday's statement.
  • Amount - the amount banked
  • Method & reference:
    • CASH (Agent) - enter the RRN shown on the banking receipt
    • MPESA - enter the full M-Pesa transaction code (the SX9... code in the SMS)
4
Add another line for every other receipt banked that day (several allowed).
5
Tap Submit Report

5 DSA Sales (Airtime)

For airtime sales made by field agents — not for counter sales.

1
Tap DSA Sales (Airtime) from the sidebar
2
Select the airtime product and enter quantity sold
3
Enter DSA Name and DSA Phone
4
Tap Submit Sales Summary

6 Printing & Sharing Receipts

After a sale, a receipt appears. You have three options:

ButtonWhat it does
PrintSends to Bluetooth/USB receipt printer
ShareOpens share menu — WhatsApp, email, PDF
CloseDismiss receipt (reprint from Sales History)
💡 To reprint: Go to Sales History → Tap the Print icon next to any sale.

7 Stock Take — Counting Branch Stock

Use Stock Take to record what is physically in your branch. This is also how a new dealer's starting stock is onboarded — HQ approves the count and it becomes sellable immediately.

1
Tap Stock Take from the sidebar, then New Stock Take
2
Tap Add Item to Count and search for a product — you can count any product, serialized or not
3
Enter the actual quantity you counted. For serialized products, one serial row appears per unit
4
Scan or type each serial number — tap the Scan button on a serial row to open the camera and scan the label; it fills the field and jumps to the next empty row. No camera or damaged label? Type the serial manually.
5
Add a Shortage Reason if the counted quantity is less than expected, then close the stock take
💡 The count goes to HQ for approval. Approval binds serialized items to your branch and adds non-serialized quantities to your stock — you can then sell them from POS.
🆕 Onboarding a new dealer: count the entire starting inventory this way. Once HQ approves, the branch has sellable stock with no transfers needed.
🕐 When is the stock take due? Bars run an opening count before they start serving; dealerships & retail run a close-of-business count. Your app shows the right reminder for your business type.
🆕 New app capabilities: you stay signed in automatically, a 25-minute idle prompt asks “Are you still there?”, buttons show a spinner while saving, and lists load faster with a Load More button. When a new version is ready you’ll see a Download Update prompt.

8 Common Tasks

Dark Mode

Go to Settings → Switch to Dark Mode

Change Password

Settings → Change Password → Enter old, new, confirm → Tap Change Password

Notifications

Tap the bell icon to see: HQ follow-ups, banking approvals/rejections, stock updates.

9 Troubleshooting

ProblemSolution
Can't log inCheck internet. If still stuck, call your Branch Manager.
POS shows no productsPull down to refresh. Check if your branch has inventory.
Sale won't go throughIf offline, the sale is queued and syncs when reconnected.
Printer not workingGo to Printer Setup. Ensure Bluetooth is on and paired.
EOD rejectedCheck the rejection reason from HQ. Fix and resubmit.
Can't see a pageYour role determines what you can access. Ask your Manager.
📞 Still stuck? Call your Branch Manager or the HQ Support Desk.
Tawi ERP v1.2.0 — User Guide for Branch Staff