Owner
For owners who set Kade up and run the whole business.
Every part of Kade, from installing it to reading your accounts, so you can run the business and train your team.
Download and install Kade
Download Kade from kadeonline.com, check your PC is ready, run the installer and start your free trial.
About 4 minutes to read, with a quick check
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 video, steps and a quick check
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.
About 5 minutes to read, with a quick check
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 video, steps and a quick check
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.
About 7 minutes to read, with a quick check
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.
About 6 minutes to read, with a quick check
Your first sale
Ring up a sale at the till in Kade, from F2 to change in the customer's hand.
1:11 video, steps and a quick check
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 video, steps and a quick check
Returns and refunds
Take goods back at the till with Kade's four-step returns wizard, keeping stock and cash right.
1:07 video, steps and a quick check
Closing the shift
End the day in Kade by counting the drawer blind, explaining any difference, and printing the Z-report.
1:12 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
Catalogues
Choose categories and a price list, check the preview, and publish a numbered catalogue with prices and stock badges.
1:09 video, steps and a quick check
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.
About 6 minutes to read, with a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
Users and roles
Add a cashier in Administration › Users & roles, give them a one-time PIN, and check the built-in roles.
1:12 video, steps and a quick check
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 video, steps and a quick check
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 video, steps and a quick check
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.
About 6 minutes to read, with a quick check
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.
About 6 minutes to read, with a quick check