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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.

  1. Download and install Kade

    Download Kade from kadeonline.com, check your PC is ready, run the installer and start your free trial.

    4 min readEssential
  2. 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.

    1:34 videoEssential
  3. 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.

    5 min readEssential
  4. 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.

    1:08 videoEssential

Hardware & network

Connect the receipt printer, barcode scanner and cash drawer, and add a second till that stays in sync.

  1. 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.

    7 min readCore
  2. 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.

    6 min readCore

Point of sale

Sell at the till, serve customers, take returns and close the day.

  1. Your first sale

    Ring up a sale at the till in Kade, from F2 to change in the customer's hand.

    1:11 videoEssential
  2. 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.

    1:06 videoCore
  3. Returns and refunds

    Take goods back at the till with Kade's four-step returns wizard, keeping stock and cash right.

    1:07 videoCore
  4. Closing the shift

    End the day in Kade by counting the drawer blind, explaining any difference, and printing the Z-report.

    1:12 videoCore

Inventory

Keep your items and stock levels right, and see at a glance what is running low.

  1. 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.

    1:09 videoCore

Purchasing

Receive stock from suppliers, check costs and prices, and pay supplier bills.

  1. 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.

    1:07 videoCore
  2. Supplier bills and payments

    Record a supplier's invoice from the goods you received in Kade, then pay it and watch the bill settle.

    1:13 videoCore

Customers & sales

Customer accounts and credit, quotations, invoices and trade price lists.

  1. 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.

    1:15 videoCore
  2. 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.

    1:22 videoCore
  3. 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.

    5:00 videoAdvanced

Marketing & CRM

Enquiries and follow-ups, catalogues, and messaging customers who have agreed to hear from you.

  1. 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.

    1:29 videoCore
  2. Catalogues

    Choose categories and a price list, check the preview, and publish a numbered catalogue with prices and stock badges.

    1:09 videoCore
  3. 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.

    6 min readAdvanced

Money & accounting

Cash in hand and the bank, expenses, cheques received, profit and loss, and tax.

  1. 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.

    1:34 videoCore
  2. 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.

    1:24 videoCore

Reports

Read your numbers, chart your sales and drill into the detail behind every figure.

  1. 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.

    1:17 videoCore

Administration

Users, roles and permissions, backups and restore, the audit log and updates.

  1. Users and roles

    Add a cashier in Administration › Users & roles, give them a one-time PIN, and check the built-in roles.

    1:12 videoCore
  2. 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.

    1:10 videoCore
  3. 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.

    5:00 videoAdvanced
  4. 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.

    6 min readCore
  5. 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.

    6 min readCore