Glossary

Terms as this manual uses them. BIR terms are explained in plain words rather than quoted from the regulation, and are marked (BIR).

A

Add-on — A paid capability you switch on for your store, priced per branch per month. See Plans and add-ons.

Approval — A request waiting for a manager's decision — a void, a refund, a purchase order, a leave request. All of them sit in one queue. See Approvals and promotions.

AR — Short for accounts receivable: money customers owe you for goods already delivered. See Receivables.

AR Collection — A cash payment a customer makes against what they already owe, rather than for a new sale. It shows in the drawer so the cash reconciles at close, but it is not counted as a new sale.

Audit trail — The record of who changed what and when. Cannot be edited or deleted by anyone. See Audit logs.

B

Batch — A specific delivery of a product, tracked separately so you know which stock expires when. See Batch and expiry.

BIR (BIR) — The Bureau of Internal Revenue, the Philippine tax authority.

BIR-accredited (BIR) — A store whose Kassly installation the BIR has approved as a computerised system for issuing receipts and invoices. Until a store is accredited, Kassly still computes correct tax figures but prints a plain TRANSACTION RECORD rather than a BIR document. See BIR compliance.

BMBE (BIR) — Barangay Micro Business Enterprise. A registration that exempts a very small business from income tax. If you hold one, your tax type may be VAT-Exempt — check your registration.

Books of accounts (BIR) — The formal accounting records the BIR requires you to keep: sales journal, purchase journal, general ledger, and so on. See Books of accounts.

Branch — One physical location of your business. Branches share your products and customers but keep their own stock, staff assignments and shifts. See Branch management.

Business day cutover — The time of day Kassly starts counting a new business day. Defaults to midnight. A bar that closes at 2am sets it to, say, 4am so a 1am sale counts to the night it belongs to.

Business Hub — One screen totalling sales across all the separate businesses you own. See Running multiple businesses.

Business Style (BIR) — Your trade name — the name over the door — as opposed to your registered business name. Both can print on a receipt.

Bundle — Several add-ons sold together at a discount, curated for a kind of business. See Plans and add-ons.

C

Capability — A single specific permission, like Act on Approvals. Roles are made of capabilities, and custom roles let you assemble your own. See Custom roles.

CAS (BIR) — Computerized Accounting System. What the BIR calls software like Kassly when it is used to issue receipts and keep books. Accreditation is accreditation of a CAS.

Cash In — Money you put into the drawer that is not a sale — the owner adding capital, a float topped up from the safe, loan proceeds. See During your shift.

Cash Out — Money taken out of the drawer that is not a refund — paying a supplier in cash, a cash drop to the safe, an expense.

Commissary — A central kitchen or workshop that produces stock for your branches to sell. See Commissary.

Composition — Kassly's name for a recipe: the list of ingredients and quantities that make one unit of something you sell. See Ingredients and recipes.

Consignment — Goods you hold and sell but do not own until they sell. See Consignment.

Coupon code — A promotion that applies only when someone types the code. Coupon promotions never apply automatically.

E

E-journal (BIR) — An electronic copy of every receipt issued, in the order they were issued, which an accredited store must be able to produce for a BIR examiner.

G

Grand total (BIR) — A running lifetime total of everything a terminal has ever sold. It only ever goes up. The BIR uses it as a tamper check: if it disagrees with your reported sales, something has been removed.

H

Hold / Recall — Parking a cart to serve someone else and picking it up again later. See Hold and recall.

I

Ingredient — A raw material you count and consume rather than sell — flour, oil, shampoo. In Kassly an ingredient lives in your catalogue, marked as an ingredient and hidden from the POS. Some ingredients are also sold directly, and that is fine. See Ingredients and recipes.

Input VAT (BIR) — The VAT you paid your suppliers, which a VAT-registered business deducts from the VAT it collected.

J

Job order — A repair or service ticket that runs over time — take the item in, work on it, hand it back. See Job orders.

K

KDS — Kitchen Display System. The screen in the kitchen that shows orders as they are rung up, replacing printed chits. See Kitchen display.

L

Loyalty points — Points a customer earns on purchases and spends later. See Loyalty points.

M

Membership — A plan a customer buys that entitles them to something over time — a month at the gym, ten sessions at the salon. See Memberships.

MIN (BIR) — Machine Identification Number. A number the BIR assigns to each terminal that issues receipts. It prints on every receipt from that terminal.

Modifier — An option added to an item at the counter: extra rice, no ice, large. See Making a sale.

N

NAAC — National Athlete and Coach. A statutory 20% discount plus VAT exemption, evidenced by a PNSTM ID. See Discounts.

Non-VAT (BIR) — A business under the percentage-tax regime rather than VAT. It charges no VAT on sales. Most small Philippine businesses are here, and it is Kassly's default. See Tax configuration.

O

Offline mode — Kassly's ability to keep selling with no internet, storing sales on the device and syncing them when the connection returns. See How offline works.

Opening float — The cash you put in the drawer at the start of a shift so you can give change. See Opening a shift.

OSCA ID — The identification card issued to senior citizens by the Office for Senior Citizens Affairs. Required to give a senior citizen discount, and its number prints on the receipt.

Output VAT (BIR) — The VAT a VAT-registered business collects from its customers and owes to the BIR.

Over / short — The difference between the cash your drawer should hold and what it actually holds at close. See Cash over and short.

Owner — The role that can do everything in a store, including billing. There is one per store, created at signup.

P

PDC — Post-dated cheque. A cheque a customer gives you dated in the future. See Post-dated cheques.

Percentage tax (BIR) — The tax a non-VAT business pays on its gross sales instead of VAT.

PTU (BIR) — Permit to Use. The BIR's permission for a specific terminal or system to issue receipts.

PWD — Person with Disability. A statutory 20% discount plus VAT exemption, evidenced by a PWD ID.

Q

Queue — Numbered order tickets for a counter where customers wait for their food or service. See Queue management.

R

Reorder point — The stock level at which Kassly warns you that a product is running low. A product with no reorder point never raises a low-stock alert. See Stock levels.

Reprint — Printing a second copy of a receipt. Kassly stamps every reprint with a visible REPRINT marker and the time, counts it, and logs it. You cannot print a clean second original. See Receipt settings.

S

SC — Senior citizen. See OSCA ID and Discounts.

Service charge — A percentage or flat amount added at checkout, common in restaurants. Set as a default in Store Settings; the cashier can still switch it off per sale.

Shift — One cashier's session at one terminal, from opening the drawer to counting it at close. Almost everything about cash is organised around shifts. See Opening a shift.

Solo Parent — A statutory 10% discount plus VAT exemption on qualifying goods, evidenced by a Solo Parent ID.

SSPT (BIR) — Sales Subject to Percentage Tax. The line on a non-VAT store's receipt that shows what its percentage tax is computed on.

Station — A part of the kitchen — grill, drinks, desserts — so each screen shows only its own work. See Stations.

Stock count — Physically counting stock and reconciling it against Kassly's figures. See Stock counts.

Stock movement — Any recorded change in stock, with its reason: a sale, a delivery, an adjustment, a transfer, waste. The complete history of a product's quantity.

Stock transfer — Moving stock between branches or warehouses. See Stock transfers.

Store credit — Value held on a customer's account, usable against future purchases. Often the result of a refund on a credit sale.

T

Tax-inclusive — Prices that already contain VAT. ₱112 on the shelf, ₱12 of it VAT. Philippine retail convention, and Kassly's default for every new product. See Tax configuration.

Terminal — One device registered to sell. Free plan gives you one; add-ons allow more. Receipt numbering and the BIR grand total are per terminal. See Terminal management.

TIN (BIR) — Taxpayer Identification Number. On an accredited receipt it prints in full BIR form: nine digits plus a five-digit branch code, with a VAT REG TIN or NON VAT REG TIN label in front of it.

Two-person rule — An optional setting requiring a second person's PIN before a void, refund or discount override goes through. Off by default. See Approvals and promotions.

V

VAT (BIR) — Value Added Tax, 12% in the Philippines. Only businesses registered as VAT taxpayers charge it.

VAT-exempt (BIR) — A sale, or a whole business, that the law exempts from VAT outright. No VAT is charged, and the sale is recorded at its full value.

VATable sales (BIR) — The portion of your sales that VAT was charged on, net of the VAT itself.

Void — Cancelling a completed sale. The sale is not erased — it stays as a voided record, and its receipt number is never reused. That is deliberate: a missing receipt number is what a BIR examiner looks for.

W

Warehouse — A stock location that does not sell — a stockroom, a bodega, a commissary store. See Warehouses.

Waste % — In a recipe, the share of an ingredient lost in preparation — trimmings, peel, spillage. Kassly includes it in the cost of a dish, because you paid for it. See Ingredients and recipes.

X

X-reading (BIR) — A mid-shift or end-of-shift summary of sales so far. Does not close anything and can be run as often as you like. See X and Z readings.

Y

Yield — How many servings one batch of a recipe makes. A sauce recipe with a yield of 20 costs one twentieth of its ingredients per serving.

Z

Z-reading (BIR) — The reading that closes sales into your BIR records — per shift, and once for each business day. The daily one is sealed: taken once for a business day, it cannot be retaken. See X and Z readings.

Zero-rated (BIR) — A sale a VAT-registered business makes at 0% VAT, usually an export. Different from VAT-exempt in how it is reported, though the customer pays no VAT either way.