Frequently Asked Questions

Kassly is built for three types of Filipino businesses — and you can run more than one from the same account. Add each business in onboarding (or anytime later), and Kassly configures the right features for each.

• R
  Retail — Sari-sari stores, grocery & minimart, pharmacy, boutique, hardware. Get barcode scanning, product variants, multi-branch stock, and batch/expiry tracking.
• F
  Food & Beverage — Cafe, restaurant, milk tea shop, food cart, bakery, cloud kitchen. Get the Kitchen Display System, order modifiers, table management, and cost tracking.
• S
  Services — Salon, barbershop, spa & wellness, gym & fitness studio, laundry, auto shop. Get appointment scheduling, walk-in queue, membership plans, service duration tracking, and staff commission reporting.

Yes. A single Kassly account can run as many businesses as you need — for example, a retail store, a cafe, and a salon, all under the same login.

• Separate per business — Each business has its own POS, products, inventory, customers, and reports. Nothing bleeds across.
• Right features per type — Pick Retail, Food & Beverage, or Services per business, and Kassly turns on the modules that fit (KDS for F&B, appointments for Services, barcode/variants for Retail).
• Group dashboard — A single dashboard rolls up sales, profit, and key numbers across every business, so you can see the whole picture in one view.
• One-tap switching — Jump between businesses without logging out. Add a new business during onboarding or anytime later from Settings.

Branches vs. businesses: Multiple branches are locations of the same business (e.g., three outlets of one cafe). Multiple businesses are separate operations under the same account — each with its own catalog and reports.

Yes. Kassly has a Membership Plans module built for gyms, fitness studios, and any service business that sells access over time or sessions.

• Session-based plans — 10-session pass, 20-visit pack. Each check-in deducts one session from the member's balance.
• Time-based plans — 1-month unlimited, 3-month membership. Access expires after the set period.
• POS integration — Sell a plan at the POS and the membership activates automatically for that customer.

Memberships are included in the free plan.

Kassly has built-in Senior Citizen and PWD discounts following BIR rules (RA 9994 / RA 10754). It automatically computes the 20% discount on the VAT-exclusive price and marks discounted items as VAT-exempt.

• Per-item selection — If only some items in a group order belong to the SC/PWD cardholder, the cashier selects which items get the discount. The rest stay at full price with VAT.
• ID capture — The cardholder's ID number and name are recorded on the transaction for compliance.
• Mixed VAT receipt — The receipt shows both vatable and VAT-exempt items with a proper VAT breakdown for your bookkeeper.

Yes! Kassly has a Composition / Bill of Materials feature. Define what goes into each product — for example, a Salted Caramel Latte needs 200ml milk, 18g espresso beans, and 30ml caramel syrup, or a gift bundle includes 3 items from your catalog.

• Auto-deduction — Sell a product and Kassly deducts all its components from inventory automatically.
• Cost analysis — See your cost per item and cost percentage so you can spot low-margin products.
• Waste tracking — Account for processing loss (e.g., 5% waste on materials) so deductions reflect real usage.

Tip: Track components in the smallest unit you use in compositions (e.g., milliliters for liquids, grams for dry goods). When you stock in 10 bottles of 1L milk, enter 10,000 ml. This way composition deductions work perfectly.

Available with the Compositions & BOM add-on.

Yes. Kassly has a Decomposition feature for breaking down bulk items into smaller sellable parts — ideal for butchery, portioning, and batch preparation.

• Template-based — Set up once (e.g., whole chicken → 35% breast, 25% thigh, 15% wings, 15% drumsticks), reuse every time.
• Automatic stock adjustment — Deducts the whole item, adds individual cuts. Cost is distributed proportionally, including waste.
• Audit trail — Every decomposition is logged with who performed it, when, and the actual weights used.

Available with the Compositions & BOM add-on.

Kassly supports both voiding and returning transactions:

• Void — Cancels the entire transaction and reverses stock and commission automatically.
• Return — Process partial refunds for specific items. Refund goes to original payment method or store credit.

Every void and return is logged in the audit trail with the reason and who performed it.

Kassly supports several discount types:

• Promo codes — Customers enter a code at checkout for a percentage or fixed discount.
• Buy-X-Get-Y — Automatic bundle promotions (e.g., buy 2 get 1 free).
• Time-limited promos — Set start and end dates for automatic activation (happy hour, weekend specials).
• Manual discounts — Percentage or fixed-amount discounts applied by the cashier.

Create and manage promotions under Management → Promotions.

Kassly has full shift and cash management:

• Open/close shifts — Start with your opening cash, close with the actual count. Kassly computes any discrepancy.
• Cash in/out — Record cash drops, petty cash withdrawals, or float additions during the shift.
• X & Z readings — Generate X-readings mid-shift and Z-readings at end of day for full accountability.

Yes. Kassly lets you create customer profiles with contact info, purchase history, and loyalty points.

• Loyalty points — Customers earn points on purchases and redeem them for discounts.
• Store credit / tab — Let regulars pay on credit and settle later.
• SC/PWD IDs — Store Senior Citizen and PWD ID numbers on the customer profile for quick discount application.

Attach a customer to any transaction at the POS for personalized service and purchase tracking.

Kassly has a full reporting suite:

• Dashboard — Daily KPIs at a glance — revenue, transactions, average order value. If you run multiple businesses, a group dashboard rolls up sales and profit across all of them in one view.
• Sales reports — Filter by date range, view top-selling products, and analyze trends.
• Inventory & profit — Stock valuation, profit margins, and cost analysis.
• Staff performance — Sales targets, commission totals, and cashier accountability.

Export any report to CSV for your bookkeeper or accountant.

Kassly has role-based access control with three roles:

• Owner — Full access to everything including billing, staff management, and store settings.
• Manager — Products, inventory, customers, reports, POS, and shift management.
• Cashier — POS access, own shift, and view-only for customers. Cannot void transactions or view reports.

Each staff member logs in with their own account so you have full accountability per user.