OSEMFLOW Help Guide

Everything you need to get started, manage your team, and unlock the full power of OSEMFLOW for your business. From basic setup to advanced features, this guide covers it all.

🚀 Getting Started

Welcome to OSEMFLOW! This comprehensive guide will help you set up and use your business management software effectively. Whether you're running a retail store, managing inventory, or tracking sales, OSEMFLOW has you covered.

Initial Setup

  1. Create Your Account: Visit app/index.html and sign up for a new account
  2. Choose Your Plan: Select from Starter, Pro, or Enterprise plans based on your business needs
  3. Set Up Your Business: Add your company details, currency preferences, and basic settings
  4. Invite Team Members: Add staff with appropriate roles (Admin, Supervisor, Manager, Operator)

Quick Start Checklist

💰 Sales & Point of Sale (POS)

The heart of your retail operations. Process sales quickly and efficiently with our intuitive POS interface.

How to Make a Sale

  1. Navigate to Sales: Click "Sales" from the main menu, then select "Create Sale"
  2. Select Products: Browse or search for products by name, category, or brand
  3. Add to Cart: Click on products to add them to your cart. Adjust quantities as needed
  4. Modify Prices: Edit unit prices directly in the cart if needed
  5. Add Customer: Select an existing customer or add a new one
  6. Choose Payment: Select payment method (Cash, POS, Transfer, or Split payment)
  7. Complete Sale: Review totals and click "Complete Sale"

POS Features

Managing Sales History

Access the "Sales History" tab to:

📦 Inventory Management

Keep track of your products, stock levels, and inventory movement with powerful tools designed for retail businesses.

Adding Products

  1. Go to Inventory: Click "Inventory" → "Products" from the main menu
  2. Add New Product: Click the "Add Product" button
  3. Fill Details:
    • Product name and description
    • Category and brand assignment
    • Cost price and selling price
    • Current stock quantity
    • Low stock threshold
    • Product image (emoji or URL)
    • SKU for tracking
  4. Save Product: Click "Save" to add to your inventory

Organizing Products

Stock Entry (Offline Sales)

For businesses that record sales manually or after hours:

  1. Access Stock Entry: Click "Stock Entry" → "New Entry"
  2. Select Products: Choose items sold (similar to POS interface)
  3. Set Quantities: Enter how many of each item were sold
  4. Add Notes: Optional notes about the sales period
  5. Deduct Stock: Click "Deduct Stock" to update inventory

Important: Stock Entry only reduces inventory - no sales revenue or customer data is recorded.

🛒 Purchase Management

Track inventory purchases and supplier transactions to maintain accurate stock records.

Recording Purchases

  1. Navigate to Purchases: Click "Purchases" from the main menu
  2. Add New Purchase: Click "Add Purchase" button
  3. Select Products: Choose items being purchased
  4. Set Details: Enter quantities, costs, and supplier information
  5. Record Payment: Mark payment status and method
  6. Save Purchase: Update inventory automatically

Purchase Features

👥 Customer Management

Build customer relationships and track purchase history for better service and marketing.

Managing Customers

Walk-in Sales

For customers without profiles, simply select "Walk-in" during checkout. You can always create a profile later if needed.

💸 Expense Tracking

Monitor business expenses to understand your cost structure and profitability.

Recording Expenses

  1. Go to Expenses: Click "Expenses" from the main menu
  2. Add Expense: Click "Add Expense" button
  3. Choose Category: Select expense type (Rent, Utilities, Supplies, etc.)
  4. Enter Details: Amount, date, description, and payment method
  5. Attach Receipt: Upload receipt images for record-keeping
  6. Save Expense: Track expenses in real-time

Expense Categories

📊 Reports & Analytics

Gain insights into your business performance with comprehensive reporting tools.

Available Reports

Sales Reports

Track revenue, profit margins, and sales trends. Filter by date, product, or category.

Inventory Reports

Monitor stock levels, movement, and identify slow-moving products.

Expense Reports

Analyze spending patterns and identify cost-saving opportunities.

Customer Reports

Understand customer behavior and identify your best customers.

Report Features

👥 Team Management

Manage your team effectively with role-based access control and permissions.

User Roles & Permissions

Admin

Full access to all features. Can manage users, settings, and billing.

Supervisor

Can manage sales, inventory, and view all reports. Limited user management.

Manager

Can add/edit products, manage inventory, and process sales. No user management.

Operator

Can process sales and view basic reports. Limited to POS operations.

Managing Team Members

  1. Go to Team: Click "Team" from the main menu
  2. Invite User: Enter email and select appropriate role
  3. Set Permissions: Roles automatically assign appropriate permissions
  4. Monitor Activity: Track user actions and sales performance
  5. Update Roles: Change user roles as your business grows

⚙️ Settings & Configuration

Customize OSEMFLOW to match your business needs and preferences.

Business Settings

Plan Management

Upgrade or downgrade your plan based on business needs:

🔧 Troubleshooting & Best Practices

Common Issues

Best Practices

Data Security

📞 Support & Resources

We're here to help you succeed with OSEMFLOW.

Getting Help

Support Hours

Monday - Friday: 9:00 AM - 6:00 PM WAT
Weekend support available for Enterprise customers

Feature Requests

Have an idea to improve OSEMFLOW? We'd love to hear it! Email us with your suggestions.

© 2026 OSEMFLOW. All rights reserved. Made for Nigerian businesses 🇳🇬