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How to set up your MerxumOS account in under 10 minutes

A step-by-step walkthrough of creating your account, setting up your business profile, and making your first sale.

Importing your products and existing inventory

Learn how to bulk-import your product catalog via CSV or manually add items one by one.

Inviting your team and setting permissions

Add staff members, assign roles (cashier, branch manager, and more), and control what each person can access.

Choosing the right plan for your business

A guide to understanding the Spark, Surge, and Reign plans and which features are included in each.

Processing your first sale on the POS

Open a sale, add products, apply discounts, and accept payment in cash, mobile money, or card.

Using MerxumOS in offline mode

MerxumOS POS works without internet. Learn how transactions sync automatically when you reconnect.

Setting up receipt printers and cash drawers

Connect thermal printers via USB or Bluetooth and configure automatic drawer opening on sale completion.

Applying discounts, promotions, and coupons

Create percentage or fixed-amount discounts, time-limited promos, and scannable coupon codes.

Splitting payments and handling returns

Split a bill across multiple payment methods and process full or partial refunds to any payment type.

Setting up low-stock alerts and reorder points

Configure minimum quantities per product and receive alerts before you run out.

Managing product variants (size, color, weight)

Create a single product with multiple SKUs for different configurations like shirt sizes or paint colors.

Conducting a stock count and reconciling differences

Run a full or partial stock audit, compare physical count to system records, and post adjustments.

Transferring stock between branches

Create inter-branch transfer requests, approve them, and track delivery status end-to-end.

Understanding the daily reconciliation report

What the end-of-day report shows, how to close a shift, and how to reconcile cash against system totals.

Recording expenses and petty cash

Log business expenses, categorize them, and see how they affect your profit and loss.

Generating financial reports (P&L, Balance Sheet)

Export professional accounting reports for your accountant or investors in PDF or Excel format.

Creating roles and restricting access

Define what each staff role can see and do — from viewing sales reports to issuing refunds.

Tracking attendance and shift hours

Staff clock in and out via the app. View shift logs, late arrivals, and total hours per pay period.

Running payroll with MerxumOS

Calculate salaries based on hourly rates or fixed pay, deduct taxes, and generate payslips automatically.

What the MerxumOS AI Suite can do for your business

An overview of the AI Suite: a business assistant that acts, demand forecasting, anomaly detection, content generation, and POS voice & upsells.

Asking the AI questions about your business data

Type questions in plain language and get instant answers drawn from your live sales, stock, and finance data.

Understanding AI demand forecasting

How MerxumOS uses your sales history to predict how fast stock will sell and suggest reorder quantities.

Opening a new branch location

Add a new branch, configure its inventory, assign staff, and set branch-specific pricing in minutes.

Pushing price changes to all branches at once

Update product prices globally or by region from your central dashboard without visiting each branch.

Setting up sales agents and route plans

Create agent accounts, assign territories, set credit limits, and plan daily distribution routes.

Managing B2B customers and credit terms

Create wholesale customer accounts with custom price lists, payment terms, and credit limits.

Upgrading or downgrading your plan

How to switch between Spark, Surge, and Reign — and what happens to your data when you change.

Understanding your invoice and billing cycle

How and when you are charged, how to download past invoices, and how to update payment methods.

Cancelling your subscription

How to cancel, what happens to your data after cancellation, and how to re-activate at any time.

Reading your sales dashboard

A breakdown of every metric on the main dashboard: revenue, units sold, top products, and trends.

Scheduling automated report emails

Set up daily, weekly, or monthly report emails to be sent to you or your accountant automatically.

Connecting MerxumOS to your e-commerce store

Sync inventory, orders, and customers between MerxumOS and your online store in real time.

Using the MerxumOS Open API

Generate API keys, authenticate requests, and explore the reference for custom integrations.

Pharmacy: dispensing, prescriptions and insurance claims

How prescriptions, controlled drugs, NHIS and other payers work end to end in MerxumOS.

Tracking batches and expiry dates

How batch tracking works, why dispensing takes the earliest expiry first, and how to catch stock before it expires.

Restaurants: running the floor and the kitchen together

Tables, modifiers, kitchen display screens and how an order gets from the customer to the pass.

Recipes: what a dish actually costs you

Tie menu items to ingredients so selling a plate takes stock off and shows your true margin.

Salons and barbers: appointments, walk-ins and commissions

The diary, the walk-in queue, online booking, and how stylist commission is tracked and paid.

Hotels: reservations, the front desk and charge-to-room

Rooms, rate plans, check-in and out, and how a guest's bar tab reaches their bill.

Electronics: serial numbers, warranties and repair jobs

Track individual units by IMEI or serial, register warranties, and run repairs end to end.

Construction: projects, job costing and equipment

Charge materials, labour and overheads to a job so you can see what a project is really costing.

Agriculture: farmer records, field agents and seasons

For agro-dealers and businesses buying from smallholders — registries, field visits and seasonal planning.

Manufacturing: bills of materials and production runs

Define what goes into a product, cost a batch from real component costs, and produce it in one step.

Loyalty points, gift cards and customer groups

Reward regulars, sell gift cards, and price differently for the groups you choose.

The call log and knowing who to ring today

Record every call against what it was about, and work a queue of people who actually need calling.

Campaigns, segments and automated messages

Send SMS, WhatsApp or email to the right group, and set messages that send themselves.

From purchase order to supplier bill

The full buying chain — ordering, approval, receiving, billing, and paying — and what each step checks.

Goods receipts, batches and three-way matching

Why receiving is its own step, and how matching stops you paying for what you did not get.

Setting up your online store and your own domain

Publish a storefront that shares one catalogue with your shop, on merxumos.com or your own web address.

Managing online orders and click-and-collect

How an online order reaches you, what happens to stock, and how to fulfil for collection or delivery.

Deliveries, drivers and customer tracking

Dispatch an order, give the driver what they need, and let the customer watch it come.

Who can see what: roles, branches and permissions

How access is decided, and how to give people what their job needs without opening everything.

Audit trails, sign-in codes and lost devices

What gets recorded, how to make sign-in stronger, and what to do when a device goes missing.

How to set up your MerxumOS account in under 10 minutes

A step-by-step walkthrough of creating your account, setting up your business profile, and making your first sale.

Importing your products and existing inventory

Learn how to bulk-import your product catalog via CSV or manually add items one by one.

Inviting your team and setting permissions

Add staff members, assign roles (cashier, branch manager, and more), and control what each person can access.

Choosing the right plan for your business

A guide to understanding the Spark, Surge, and Reign plans and which features are included in each.

Processing your first sale on the POS

Open a sale, add products, apply discounts, and accept payment in cash, mobile money, or card.

Using MerxumOS in offline mode

MerxumOS POS works without internet. Learn how transactions sync automatically when you reconnect.

Setting up receipt printers and cash drawers

Connect thermal printers via USB or Bluetooth and configure automatic drawer opening on sale completion.

Applying discounts, promotions, and coupons

Create percentage or fixed-amount discounts, time-limited promos, and scannable coupon codes.

Splitting payments and handling returns

Split a bill across multiple payment methods and process full or partial refunds to any payment type.

Setting up low-stock alerts and reorder points

Configure minimum quantities per product and receive alerts before you run out.

Managing product variants (size, color, weight)

Create a single product with multiple SKUs for different configurations like shirt sizes or paint colors.

Conducting a stock count and reconciling differences

Run a full or partial stock audit, compare physical count to system records, and post adjustments.

Transferring stock between branches

Create inter-branch transfer requests, approve them, and track delivery status end-to-end.

Understanding the daily reconciliation report

What the end-of-day report shows, how to close a shift, and how to reconcile cash against system totals.

Recording expenses and petty cash

Log business expenses, categorize them, and see how they affect your profit and loss.

Generating financial reports (P&L, Balance Sheet)

Export professional accounting reports for your accountant or investors in PDF or Excel format.

Creating roles and restricting access

Define what each staff role can see and do — from viewing sales reports to issuing refunds.

Tracking attendance and shift hours

Staff clock in and out via the app. View shift logs, late arrivals, and total hours per pay period.

Running payroll with MerxumOS

Calculate salaries based on hourly rates or fixed pay, deduct taxes, and generate payslips automatically.

What the MerxumOS AI Suite can do for your business

An overview of the AI Suite: a business assistant that acts, demand forecasting, anomaly detection, content generation, and POS voice & upsells.

Asking the AI questions about your business data

Type questions in plain language and get instant answers drawn from your live sales, stock, and finance data.

Understanding AI demand forecasting

How MerxumOS uses your sales history to predict how fast stock will sell and suggest reorder quantities.

Opening a new branch location

Add a new branch, configure its inventory, assign staff, and set branch-specific pricing in minutes.

Pushing price changes to all branches at once

Update product prices globally or by region from your central dashboard without visiting each branch.

Setting up sales agents and route plans

Create agent accounts, assign territories, set credit limits, and plan daily distribution routes.

Managing B2B customers and credit terms

Create wholesale customer accounts with custom price lists, payment terms, and credit limits.

Upgrading or downgrading your plan

How to switch between Spark, Surge, and Reign — and what happens to your data when you change.

Understanding your invoice and billing cycle

How and when you are charged, how to download past invoices, and how to update payment methods.

Cancelling your subscription

How to cancel, what happens to your data after cancellation, and how to re-activate at any time.

Reading your sales dashboard

A breakdown of every metric on the main dashboard: revenue, units sold, top products, and trends.

Scheduling automated report emails

Set up daily, weekly, or monthly report emails to be sent to you or your accountant automatically.

Connecting MerxumOS to your e-commerce store

Sync inventory, orders, and customers between MerxumOS and your online store in real time.

Using the MerxumOS Open API

Generate API keys, authenticate requests, and explore the reference for custom integrations.

Loyalty points, gift cards and customer groups

Reward regulars, sell gift cards, and price differently for the groups you choose.

The call log and knowing who to ring today

Record every call against what it was about, and work a queue of people who actually need calling.

Campaigns, segments and automated messages

Send SMS, WhatsApp or email to the right group, and set messages that send themselves.

From purchase order to supplier bill

The full buying chain — ordering, approval, receiving, billing, and paying — and what each step checks.

Goods receipts, batches and three-way matching

Why receiving is its own step, and how matching stops you paying for what you did not get.

Setting up your online store and your own domain

Publish a storefront that shares one catalogue with your shop, on merxumos.com or your own web address.

Managing online orders and click-and-collect

How an online order reaches you, what happens to stock, and how to fulfil for collection or delivery.

Deliveries, drivers and customer tracking

Dispatch an order, give the driver what they need, and let the customer watch it come.

Pharmacy: dispensing, prescriptions and insurance claims

How prescriptions, controlled drugs, NHIS and other payers work end to end in MerxumOS.

Tracking batches and expiry dates

How batch tracking works, why dispensing takes the earliest expiry first, and how to catch stock before it expires.

Restaurants: running the floor and the kitchen together

Tables, modifiers, kitchen display screens and how an order gets from the customer to the pass.

Recipes: what a dish actually costs you

Tie menu items to ingredients so selling a plate takes stock off and shows your true margin.

Salons and barbers: appointments, walk-ins and commissions

The diary, the walk-in queue, online booking, and how stylist commission is tracked and paid.

Hotels: reservations, the front desk and charge-to-room

Rooms, rate plans, check-in and out, and how a guest's bar tab reaches their bill.

Electronics: serial numbers, warranties and repair jobs

Track individual units by IMEI or serial, register warranties, and run repairs end to end.

Construction: projects, job costing and equipment

Charge materials, labour and overheads to a job so you can see what a project is really costing.

Agriculture: farmer records, field agents and seasons

For agro-dealers and businesses buying from smallholders — registries, field visits and seasonal planning.

Manufacturing: bills of materials and production runs

Define what goes into a product, cost a batch from real component costs, and produce it in one step.

Who can see what: roles, branches and permissions

How access is decided, and how to give people what their job needs without opening everything.

Audit trails, sign-in codes and lost devices

What gets recorded, how to make sign-in stronger, and what to do when a device goes missing.