Daftra Academy

Daftra for Retail Shops

A course showing how a shop owner manages stock, sales and purchases in Daftra, from the cashier screen and point of sale to warehouses and reports.

Duration
1 hour
Video content
Instructors
Daftra Academy
Daftra Education Team

About this course

This course covers using Daftra to run a retail shop: inventory, sales and purchases, the cashier screen in "Point of Sale", barcodes, promotions, and multiple price lists such as retail and wholesale prices.

It contains a long recorded session that goes through the settings and day-to-day work step by step, a shorter summary of the same session, and a quick overview of the main tools.

  • Defining point-of-sale devices, linking each device to a warehouse, and starting to sell by choosing a shift and a point of sale.
  • Adding suppliers, purchase invoices and customers, and connecting external online stores.
  • Following sales, purchase and accounting reports.

What you will learn

  • Recognise the tools Daftra offers for running a shop: inventory, sales, purchases and point of sale
  • Define point-of-sale devices and link each one to the warehouse its quantities are issued from
  • Start selling on the cashier screen by choosing a shift, a point of sale and a customer
  • Add payment methods, suppliers, purchase invoices and customers
  • Use multiple price lists, multiple warehouses and stocktaking
  • Connect an external online store so its orders are posted to Daftra automatically
  • Read the product sales profit report and find the best- and worst-selling products

Who this is for

  • Shop owners and managers considering Daftra
  • Cashiers and sales or stock staff in retail shops
  • Accountants who look after the books of retail and wholesale shops

Before you start

  • An active Daftra account
  • A general understanding of how a shop works: selling, buying and stock

Course content

3 lessons • 1 hour 2 minutes

  1. 1Course lessons
    • Managing retail shops with Daftra: full session49 minutes
    • Retail shop management in Daftra: summary11 minutes
    • Daftra for retail shops: a short overview2 minutes

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FAQ

What language are the videos in? Are translations available?

The videos are in Arabic. Every lesson has an English transcript and English captions.

Can I keep selling when the internet is down?

The session shows a desktop app option in the point-of-sale settings that works without internet: sales invoices are created on it and synced with the main system as soon as the connection returns.

Can one product have more than one price?

Yes. The system supports different price lists, such as a retail price and a wholesale price, and the summary also mentions customer-specific selling prices.

Should I start with the full session or the summary?

If you want to see every step, start with the full session. For a quick overall picture, the summary covers the same topics in less time.

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