Welcome to iTrade

iTrade keeps your shop's sales, stock and money in one place. You record each sale at the till, and iTrade works out what is left on the shelf, what you have made and where the cash went. These guides take you through every part of it, step by step.

What iTrade does

• Sales: record sales with one or many items, take cash, EcoCash, card or bank payments, work out change and print receipts.
• Customer accounts: keep track of change you owe a customer when you have no small notes.
• Stock: products, deliveries, purchase orders, write-offs, transfers between branches and stock takes. Stock levels update by themselves as you sell and buy.
• Money: expenses, End of Day, Profit & Loss and Cash Flow reports.
• Team: each person gets their own login, and their role decides what they can see.

Who can do what

Every login has one of three roles. The Owner picks the role when they add someone (see Adding your team).

Role	Can use
Sales Person	Sales, Customer Accounts, Purchase Orders (to request stock), and the Sales Report, which shows only their own sales.
Manager	Everything a Sales Person can, plus the Dashboard, products, categories, purchases, stock transfers, write-offs, stock takes, expenses, startup costs, the day-to-day reports, notifications and the Audit Trail.
Finance Manager	Everything a Manager can, plus Profit & Loss, Cash Flow and Billing & invoices.
Owner	Everything, plus Team Members and Company Settings.

Finding your way around

The Apps home page

After you log in you land on the Apps page: a grid of tiles such as Sales, Customer Accounts, Reports and Products. Tap a tile to open that part of iTrade. You only see the tiles your role allows.

To get back to the Apps page from anywhere, click the grid icon or the iTrade logo at the top left.

Quick links under the top bar

Many pages show a row of small links just under the top bar. They take you to related pages without going back to the Apps page. For example:

• Sales pages link to Sales, Customer Accounts, Reports and Audit Trail.
• Stock pages link to Products, Categories, Inventory Purchases, Purchase Orders, Stock Transfers, Stock Write-offs and Stock Takes.
• Money pages link to Expenses and Startup Costs.
• Team pages link to Team Members and Company Settings.

In these guides, a path like Stock → Products means: open any stock page (or the Products tile) and use the quick links.

The top bar

• The bell (Owners, Finance Managers and Managers) shows unread notifications, such as low stock. Billing reminders only reach the Owner and the Finance Manager. See Low-stock alerts.
• The company switcher is a drop-down list showing which company or branch you are working in, with your role next to it.
• Your name opens a menu with My Profile, Billing & invoices (Owners only) and Log out.

Head office and branches

If your business has more than one shop, iTrade can set it up as a head office with branches. Each branch has its own products, stock, customers and sales.

• Pick a branch in the switcher to work in that branch only.
• Pick the head office (it shows as "Name (+branches)") to see the figures for all your branches added together.

Website or app?

You can use iTrade in any web browser, or install the app on an Android phone or a Windows or Linux computer. The app can keep selling when the internet is down and sends everything through when the connection comes back. See Installing the apps and Selling offline.

Where to start

If you are new, read these in order:

1. Registering your business
2. Setting up your company
3. Uploading your opening stock
4. Adding your team
5. Making a sale