Wezo

Documentation

How to run your business on Wezo — each guide walks the whole flow, step by step, from the screen you open to what the system does with what you entered.

The path from nothing to your first sale

  1. 1. Account

    Sign up, verify your email, sign in.

  2. 2. Organization

    Create the business.

  3. 3. Branch

    Add a location; pick restaurant or retail.

  4. 4. Catalog

    Load inventory items or a menu.

  5. 5. Rates

    VAT, service charge, payment methods.

  6. 6. Sell

    Open the POS and take an order.

Start with Getting started

Start from your job

Owner setting up

From an empty account to a branch that can trade today.

Cashier on the till

Everything that happens between a customer arriving and a receipt.

Restaurant floor

Menus, recipes, kitchen tickets, tables and bookings.

Back office

Buying, stock, cash control and the numbers behind them.

Start here

Get an account, a location and a team in place.

Getting startedCreate your account, your organization and your first branch, then follow the setup order that gets you selling the same day.8 min · Owner, ManagerOrganizations & branchesAdd locations, configure a branch end to end — currency, order prefix, receipt notes, rates, tenders — and understand what is shared between branches.9 min · Owner, ManagerTeam, roles & permissionsInvite staff, pick the right role, and grant only the permissions each job needs — refunds, discounts, purchasing, reconciliation and finance figures.8 min · Owner, Manager

Build your catalog

Everything you sell, what it costs, and what it is charged at.

Inventory & stock itemsBuild your stock file with the four-step item wizard: pricing, reorder thresholds, unit conversions, batches and variants — plus bulk CSV import.12 min · Owner, Inventory managerMenu, recipes & variantsBuild a restaurant menu, attach recipes so a sold dish draws down its ingredients, and reuse dishes across branches with templates.10 min · Owner, Manager, ChefTax, service charge & tipsSet the branch VAT rate, give individual items their own tax profile, add a service charge, and follow exactly how a total is assembled.7 min · Owner, AccountantDiscounts & loyaltyBuild codes, happy-hour windows and automatic promotions, and run a points programme customers can redeem at the till.10 min · Owner, Manager

Sell

The till, the money, and the order from ring-up to receipt.

The POS — taking a saleThe full checkout flow: search and scanning, variants, customer capture, tips, discount codes, loyalty redemption, split payments, held orders and shortcuts.14 min · Cashier, Waiter, ManagerOrder lifecycle, receipts & refundsEvery status an order can hold, how a restaurant ticket travels from kitchen to payment, and exactly what a refund reverses.11 min · Manager, CashierPayments & M-PesaWhich tenders settle instantly, how the M-Pesa STK push flow works end to end, configuring credentials, split payments and custom tenders.10 min · Owner, Manager, CashierKitchen display & customer screenRun the kitchen board: what appears, how tickets age, what Mark ready does, station routing, and the customer-facing order screen.6 min · Chef, Waiter, ManagerTables & reservationsSet up your floor, keep table status current, and run bookings from enquiry through seated, cancelled or no-show.6 min · Waiter, Manager

Run the business

Stock, suppliers, cash control and the numbers behind them.

Suppliers & purchasingKeep a supplier directory, raise purchase orders, receive goods with batch and expiry capture, and settle disputes with credit and debit notes.11 min · Owner, Inventory managerStock control & transfersEvery way stock moves in Wezo, how to shift goods between branches, and how low-stock alerts and spoilage keep your counts trustworthy.8 min · Inventory manager, ManagerShifts & end-of-day reconciliationClock staff in and out, then close the day by counting the drawer against what the system expected and explaining every variance.8 min · Cashier, Manager, AccountantCustomersHow customer records are created at the till, how to add and edit them by hand, and what their profile tells you about spend and loyalty.5 min · Manager, CashierReports & profit analysisRead the branch dashboard, then slice revenue, cost, gross profit and margin by period, category, staff, channel, payment method and branch.8 min · Owner, Accountant, ManagerAudit log & notificationsFind out who did what and when, and keep low-stock and operational alerts in front of the people who can act on them.5 min · Owner, Manager

When something goes wrong

Messages explained, and how to reach us.

Troubleshooting & supportWhat the messages the app shows you actually mean, what to do about each one, and how to reach a human.7 min · Cashier, Manager

Still stuck?

The troubleshooting guide explains the messages the app shows you and what to do about each one. If you still need a hand: