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27 lessons, in the order Kade is usually learned. Filter by your job, or search for the task you need.
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Install Kade, activate your license, create your business and find your way around.
- Download and install Kade
Download Kade from kadeonline.com, check your PC is ready, run the installer and start your free trial.
- Create your business
Set up Kade on a new PC in five steps — start, business, owner, backup and data — and land signed in on Home.
- Buy and activate your license
Buy the Kade license, enter the key from your email in Administration › License, and activate by file or phone code when a PC is offline.
- Home and finding your way around
Sign in with your PIN, read the Home screen, move between workspaces and tabs, jump anywhere with Ctrl+K, and lock the till when you step away.
Hardware & network
Connect the receipt printer, barcode scanner and cash drawer, and add a second till that stays in sync.
- Set up your printer, scanner and cash drawer
Add this PC's receipt printer, cash drawer and barcode scanner in Administration › Printers & hardware, test each one and check the print templates.
- Add a second till and keep your PCs in sync
Pair a second PC with a one-time code, check that your PCs sync over the shop network, and know what happens when a PC is offline.
Point of sale
Sell at the till, serve customers, take returns and close the day.
- Your first sale
Ring up a sale at the till in Kade, from F2 to change in the customer's hand.
- Customers, discounts and held bills
Attach a customer to re-price a bill, give a discount within your role's limit, and hold a bill to serve the next person.
- Returns and refunds
Take goods back at the till with Kade's four-step returns wizard, keeping stock and cash right.
- Closing the shift
End the day in Kade by counting the drawer blind, explaining any difference, and printing the Z-report.
Inventory
Keep your items and stock levels right, and see at a glance what is running low.
- Items and stock levels
See what is low or out of stock in Kade, open an item's settings and history, and add a new item with its cost and opening stock.
Purchasing
Receive stock from suppliers, check costs and prices, and pay supplier bills.
- Receiving stock and checking prices
Receive a delivery in Kade with F7, let costs fill in from the supplier, and decide which selling prices change when costs move.
- Supplier bills and payments
Record a supplier's invoice from the goods you received in Kade, then pay it and watch the bill settle.
Customers & sales
Customer accounts and credit, quotations, invoices and trade price lists.
- Customers and credit
See who owes you, check a customer's credit limit and balance, and receive a payment that Kade applies to the oldest documents first.
- Quotations and invoices
Build a quotation with F4, mark it as sent, convert it to an invoice, and issue it with payment while Kade watches the customer's credit limit.
- Price lists for trade customers
Set up a price list at a percentage off retail or with fixed item prices, give it to a customer, and know which price Kade will charge.
Marketing & CRM
Enquiries and follow-ups, catalogues, and messaging customers who have agreed to hear from you.
- Enquiries and follow-ups
Use the enquiry board to record what a customer wants, log the call, and set a follow-up so nobody forgets to call back.
- Catalogues
Choose categories and a price list, check the preview, and publish a numbered catalogue with prices and stock badges.
- Messaging, consent and segments
Set up email, SMS and WhatsApp, record each customer's marketing consent, build a customer segment, and send a catalogue from Kade.
Money & accounting
Cash in hand and the bank, expenses, cheques received, profit and loss, and tax.
- Expenses and cheques
See cash in hand and the bank balance at a glance, record a shop expense, then deposit and clear a post-dated customer cheque in Kade.
- Profit and loss, and tax
See gross profit, net profit and tax payable at a glance, open the profit and loss for any period with a comparison, and check the month-by-month tax report in Kade.
Reports
Read your numbers, chart your sales and drill into the detail behind every figure.
- Reports and drill-down
Read the reports overview, chart sales by day and drill into a single day, then find any report and check debtors and creditors by age in Kade.
Administration
Users, roles and permissions, backups and restore, the audit log and updates.
- Users and roles
Add a cashier in Administration › Users & roles, give them a one-time PIN, and check the built-in roles.
- Backups and the audit log
Check your backups, take one on demand, review the schedule and restore points, then read the audit log in plain sentences.
- Roles and permissions in detail
Read the Roles and permissions table to see exactly what Owner, Manager and Cashier may do, including discount and cash limits, and pick the right role.
- Restore from a backup
Restore this PC from a restore point or a backup file, with your owner and backup passwords, or start a new PC from your shop's backup.
- Updates and diagnostics
Check for and install Kade updates online, from another PC or from a file, roll back if needed, and send diagnostics to Kade support.
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