Lesson 8: Use Moka App

After setting up your Moka App according to Lesson 7: Setup Moka App, this lesson will help you use Moka App for your business. Follow the steps below to use Moka App.You can also click to jump to a specific topic that you want to learn:

 

How to Start Shift 

To start shift, follow these steps:

  1. On the App menu, select menu SHIFT, then click Current Shift.  
  2. Type the amount of starting petty cash on the Starting Cash in Drawer column. 
  3. Click Start Shift.

 

How to Input Items

To input items, follow these steps:

  1. On the App menu, select POINT OF SALE
  2. On the Shopping Cart screen, click Sales Type to select the sales type (example: Dine In, Take Away, etc). Then, click Save
  3. In the Library or Favorite section, select which items are ordered in the Shopping Cart.
  4. Click the item on the Shopping Cart to change the quantity, select the item variant, add any modifier, give discount, and add additional notes on the Note column if necessary. 
  5. If the items that are in the Shopping Cart are correct, click Save.
  6. You can also add the price of an item that has not been created on your backoffice. On the menu POINT OF SALE, select Custom Amount, input the price, then click +.
  7. To remove an item from the Shopping Cart, click x that is shown next to the item, then click Remove Item.

 

How to Accept Payments

To accept payments, follow these steps:

  1. Select Charge. Select the payment method and click Charge.
  2. Click Print Receipt to print receipt or type the customer’s email/mobile number. Klik Send to send receipt via email/SMS. 
  3. If you want to cancel the transaction, select menu ACTIVITY.
    • Select which items you want to remove and click Issue Refund.
    • Select the item and set the reason for refund on the Reason For Refund column. 

 

How to Save Bill

To save bill, follow these steps: 

  1. On the App menu, select menu POINT OF SALE, then click Library or Favorite.
  2. Select the items that are ordered in the Shopping Cart. 
  3. Click Save Bill if the customer will pay later, name the bill, and when the customer is ready to do the payment, select the bill from the Billing List, then, click Print Bill.

 

How to Split Bill 

You cannot split bills if there is promo in the Shopping Cart. To split bills, follow these steps:

  1. On the App menu, select menu POINT OF SALE, then click Library or Favorite.
  2. Select the items that are ordered in the shopping cart.  
  3. Click Split Bill.
  4. Select which items that your customers will pay first, then click Split.

 

How to Reprint or Resend Receipt

To reprint or resend receipt, follow these steps: 

  1. On the App menu, select menu ACTIVITY. 
  2. You can find the receipt that you want to reprint or resend by typing the transaction number on the search bar. 
  3. Click Send Receipt to reprint or resend the receipt. 

 

How to Do A Refund

To refund a transaction, follow these steps: 

  1. On the App menu, select menu ACTIVITY.
  2. You can find refund a transaction by finding the transaction number on the search bar. 
  3. Click Issue Refund to remove the transaction and do a refund. 

 

How to Track Petty Cash Expenses 

To track petty cash expenses, follow these steps:

  1. On the App menu, select menu SHIFT, then click Current Shift.
  2. Select Expense/Income.
    • Note: This is only applicable when shift is started. 
  3. Type the income or expenses note on the Description column (example: buying milk from the Supermarket). 
  4. Select whether the cash is an expense or an income. If the cash is an income, select Income. If the cash is an expense, select Expense
  5. Type the amount of expenses or income on the Enter Amount column. 
  6. Click Submit, then click Confirm

 

How to End Shift 

To end shift, follow these steps: 

  1. Select menu SHIFT, click Current Shift.
  2. Click End Shift.
  3. On the Actual Ending Cash column, type the amount of petty cash left. 
  4. Click End Shift.
  5. Click Confirm End Shift.
  6. To print the shift report, click Print Summary Shift Report

Here is the infographic as a reminder for your cashier to operate using Moka: 

Infografik_Aplikasi_Kasir.jpg

Congratulations, you have used the Moka App! Next, follow Lesson 9: View Dashboard Analysis and Reports in Backoffice

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