Soko POS User Guide

What Soko POS does

Soko POS combines a mobile point-of-sale app and a browser-based backoffice. Cashiers sell items on the mobile app, while managers use the portal for stock, pricing, reports, customers, fiscal controls, and administration.

Who should use the guide

• Cashiers and supervisors using the POS app.
• Managers responsible for stock and reporting.
• Administrators managing users, devices, and settings.

Top bar

• Page title and breadcrumb show where you are.
• Jump To searches pages across the portal.
• Profile menu contains your account actions.

Sidebar

• Main navigation groups by function.
• Search menu filters the sidebar links.
• Sign Out closes the current session.

Products

• Create or edit items, pricing, tax, stock levels, and units.
• Use low-stock thresholds to protect replenishment.
• Check product detail pages before making bulk changes.

Categories, units, suppliers

• Categories keep items organised for reporting and browsing.
• Units control how quantities display and calculate.
• Suppliers support purchasing and stock receiving.

Sales

• View completed sales and drill into the receipt detail.
• Void sales only when you have the correct permission.
• Use sales history for audit and customer support.

Quotations

• Create draft quotations from the portal.
• Open, edit, print, or convert quotations into sales.
• Track quotation pipelines and reminders.

Customers

Use customer records for return handling, quotations, and account lookup. Keep names and contact details accurate to reduce duplication.

Credit accounts

Credit accounts are used when a customer buys on account. Review balances carefully and record payments against the correct account.

Reports

Use reports for sales analysis, performance review, and operational decisions. Filter by date where available before exporting or sharing results.

Promotions

Create or update discounts and promotional rules so the POS app applies them consistently at sale time.

Pricing tiers

Use pricing tiers when you need different price structures for different customer groups or business conditions.

Print labels

Generate barcode or shelf labels for products where physical labelling is required.

Sync monitor

Check device connectivity, last seen times, and unresolved inventory documents that still need application.

Audit logs

Review an immutable trail of user and API actions whenever you need accountability or investigation data.

Users and roles

• Create and edit user accounts with the correct permissions.
• Only admins should manage sensitive settings and access.
• Use the profile page to update your own account details.

Devices and licenses

• Register devices used by the POS app.
• Link licenses to the correct devices.
• Revoke devices no longer in use to protect access.

Settings and backup

• Store settings control tax, branding, and operational defaults.
• Backup and restore protects historical sales and configuration data.

ZIMRA fiscalisation

• Open and close fiscal days from the fiscal management area.
• Push sales and sync logs when required.
• Always verify fiscal credentials and day status before closing out.

Cannot log in

Confirm the username and password, check whether the account is active, and make sure the device can reach the server if offline login is not expected.

Data not syncing

Open the sync monitor, confirm the device is registered, and check if there are pending documents or failed requests waiting to retry.

Fiscal issues

Verify that fiscal credentials, device ID, and day status are correct in the fiscal management area before resubmitting sales.

Missing stock or wrong values

Review inventory movements, recent receipts, and any adjustments. Use audit logs to identify who changed the record and when.