Help
How to do it in Okount.
Every feature, step by step, in easy words. In the app, tap ? on any screen for the same help.
Getting started
15 guides
Change the app language
Open Settings and pick a language. The app changes at once.
Find your way around
Home shows today. Sell makes bills. Business has reports, money and settings.
Unlock with fingerprint or face
Use your fingerprint or face instead of the PIN on this phone.
Join a shop as staff
The shop admin sends you a joining code. Type it, then sign in with Google.
Keyboard shortcuts
On a computer, press ? to see every key. On Sell, F8 checks out.
Light and dark look
Pick light, dark, or the same as your phone.
Run more than one shop or business
Add each branch as a store. Add a business only for a separate company.
Set up a shop counter computer
A counter is the shop's own tablet or computer. Staff unlock it with their own PIN.
Use Okount on phone, tablet and computer
Okount works on phones, tablets and computers. Sign in with the same number on each.
Set up your shop the first time
After sign-up, Okount asks your shop's name and what you sell. Then a few quick questions set up the rest, one a screen. It only asks about what your plan includes.
The sign-in code did not come
Wait a little, then tap Send another code. Check the number is right.
Sign out
Open Settings and tap Log Out.
Sign up with your phone
Type your shop's phone number. A 6-digit code comes by SMS. Type it in.
Set a store's phone, type, manager and hours
Each store keeps its own phone, type, manager and opening hours.
Turn on two-step sign-in
Two-step asks for a code from an app on your phone. Then no one else can open your shop.
Selling at the counter
35 guides
Add-ons on an item
Add-ons are choices on an item, like less sugar or extra cheese. A choice can cost extra.
Bill with no internet
Keep billing. Bills are saved on this phone and sent when the internet is back.
Change a price on a bill
Tap the item on the bill, then Change price. Pick a reason and save.
Close the day
At night, count the drawer and close the day. Tomorrow's morning brief shows it.
Customer feedback after a sale
Customers can rate you after a bill. See their stars and comments here.
Show the bill on a customer screen
A second screen can face the customer. It shows each item and the total.
See today's total sales
The X read checks the till without closing. The Z read is the full day report.
Wholesale and dealer prices
Make a price list for wholesale buyers or dealers. They are billed at their own price.
Take an order and deliver it from a warehouse
The customer picks it at the counter. It goes from the warehouse nearest their home.
Exchange an item
Take something back and give something else. Only the difference is paid.
Bill in full screen
Use full screen on a computer at the counter. Nothing else gets in the way.
Gift cards and store credit
Sell a gift card for cash or UPI. The customer can spend it on any bill.
Give a discount on a bill
Open the bill and type a discount. Use a percent or an exact amount.
Hold a bill and come back to it
Put a bill on hold and serve the next customer. Pick it up again later.
Use the kitchen screen
The kitchen sees every slip sent from the tables. Mark food ready when it is done.
Let a customer pay in parts
Make a layaway in Quotes & documents. Take payments until it is paid in full.
Make a bill
Tap Sell, add the items, then take the payment. The bill is saved.
Sell a membership
A membership is paid once for a discount on every bill. Tiers are earned by spending.
See your shop's milestones
Every medal your shop has won, and the ones still to come.
Make an offer or coupon
Make a coupon with a code, or an offer that works by itself.
Sell medicines that need a prescription
Mark a medicine's schedule on the product. The bill then asks for the doctor, the patient and a photo of the prescription.
Print a receipt
After saving a bill, tap Print. A paired printer prints it at once.
Put a bill on a customer's credit
Link the customer to the bill, then pick Credit. The amount goes on their account.
Make a quote
A quote tells a customer the price. Turn it into a bill when they buy.
Set your return policy
Say what can come back, and for how many days. Some items can be final sale.
Take back a sale and refund
Find the bill, tap Return and pick what is coming back. The refund goes back the way they paid, and the items go back into stock.
Scan barcodes while billing
Scan with the camera, or with a counter scanner. Each scan adds one item.
Set up self-checkout
Shoppers scan, bag and pay at a station. One person watches every station and steps in when one asks.
Sell by weight
Put the item on the scale. The weight goes on the bill by itself.
Share a bill on WhatsApp or as a PDF
After saving a bill, tap Share. Send it on WhatsApp or any app.
Open and close the cash drawer
Open a shift with the cash in the drawer. At closing, count it. Okount shows if it matches.
Take orders by table
Take an order at a table, send it to the kitchen, then bill it.
Take cash, UPI or split payment
Pick how the customer pays at checkout. You can split one bill between cash and UPI.
Use the touch-screen till
On a touch screen, items show as big tiles. Pin your fast sellers to the first tab.
Add many tables from a spreadsheet
Fill in one sheet with your tables and their seats. Check it, then add them all.
Customers and credit
15 guides
Add a customer
Add a customer with their name and phone number.
Hide an old customer
Archive hides a customer from lists. Nothing is deleted and you can undo it.
Automatic reminders
Okount can send reminders by itself, every few days, to customers who owe.
Birthday and anniversary wishes
Add birthdays to customers. On the day, a wish is ready to send.
Bring customers back
See regulars who stopped coming. Call them, or send them a message.
Cheques received and given
Write down each cheque. Mark it cleared or bounced when the bank says.
Credit limits and payment days
Set the most a customer can owe, and how many days they get to pay.
Send a customer their statement
Send a PDF of everything a customer bought and paid.
Give credit to a customer
Open the customer and tap Give Credit. What they owe goes up.
Interest on old credit
You can add interest on credit unpaid for too long. Nothing is added until you say yes.
Send a payment link
Send a link the customer taps to pay you online.
Send a payment reminder
Open the customer and tap Send reminder. WhatsApp opens with the message ready.
Daily milk and newspaper rounds
Set up a regular delivery once. Mark each day. Bill only what you gave.
Record a payment from a customer
When a customer pays back, open them and tap Record payment.
Upload customers from a spreadsheet
Fill in our sheet, or use the file from your old app. Check it, then add them all.
Products and stock
25 guides
Add a product
Type the name and the price, and the stock if you have it.
Add a product by scanning its barcode
Scan the pack. The name, brand and size often fill in by themselves.
Fix stock for damage or loss
Take off broken, expired or lost stock. Pick a reason.
Bundles and combos
Sell a few products together as one. Stock goes down for each one inside.
Categories
Group products, like Atta and Dal under Grocery. Your online shop uses them too.
Keep selling when an item runs out
Let the till keep selling an item after its shelf is empty. Stock goes below zero, and the next stock you receive fills what is owed first.
Count your stock
Count what is on the shelf. Okount fixes what does not match.
Lower prices near expiry
Stock close to its date gets cheaper at the till by itself.
GST rates on products
Set each product's GST rate. For clothes and shoes, the rate can follow the price.
HSN codes
The HSN code prints on GST bills and goes into your tax files.
Add many products from a spreadsheet
Fill in our sheet with your products. Check it, then add them all.
Low-stock alerts
Set a reorder level on each product. Okount tells you when it runs low.
Make or repack your own products
Turn raw stock into what you sell. Like sweets from milk, or 1 kg packs from a sack.
Move from your old app
Use the file your old app gives you. Customers, products and old bills come in.
Case sizes and serial numbers
Add a case, like 24 in a box. Track serial numbers for phones and appliances.
Price history
See every price change on a product, and what you paid for it.
Print barcode labels
Print stickers with the barcode and price. Stick one on each piece.
See a product's stock and details
Tap a product to see its stock, price, shelf and expiry.
Add a product photo
A photo makes the product easy to spot, here and online.
Weighing scale labels
A label scale prints a barcode with the weight. The till reads it and adds the item.
Sell a product in some stores only
Turn a product off for a store. That store's till stops showing it.
Sizes and colours
Make one item in many sizes and colours at once. Each gets its own barcode and stock.
Stock health
See what will expire, what is not selling, and what to reorder.
Stock history
See every stock change: sold, received, moved or fixed. It cannot be edited.
Add many categories from a spreadsheet
Fill in one sheet with your categories and what each sits under. Check it, then add them all.
Buying from suppliers
14 guides
Add a supplier
Add the people you buy from. Then make orders and track what you owe.
Demand forecast
See what each product will sell in the next 4 weeks.
Stock in, when a delivery arrives
When a delivery arrives, scan what came. Each scan adds one, and the stock is added when you save.
Make a purchase order
Order goods from a supplier. Stock is added only when the goods come.
Receive goods from a supplier
When goods come, open the order. Type what came. Stock goes up.
Refill shelves from the stockroom
Move stock from the stockroom to the shop shelf.
Return goods to a supplier
Send bad stock back. What you owe the supplier goes down.
Read a supplier's bill from a photo
Take a photo of a printed bill. The lines fill in. You check them.
Send a purchase order to the supplier
Send the order on WhatsApp or as a PDF.
What you owe a supplier
See what you owe each supplier. Write down each payment you make.
Claim expired or damaged stock from a supplier
Make one claim per supplier and send it. Stock goes down when you hand the goods over. What you owe goes down when their credit note comes.
Order from suppliers on Okount
Brands and distributors list their products on Okount, priced by quantity. You can order from them as a purchase order.
Upload suppliers from a spreadsheet
Fill in our sheet with the people you buy from. Check it, then add them all.
What to reorder
Okount reads what is selling now and says what to buy.
Online orders and delivery
18 guides
Sell on Amazon and Flipkart
Connect a marketplace. Your stock goes out and orders come in.
Cash on delivery payouts
See cash still with the courier. Mark it when they pay you.
Send parcels by courier
Pack the order, then record the parcel. Track it until it arrives.
Where you deliver and what it costs
Say which pincodes you go to, what you charge, and the smallest order.
Plan today's deliveries
Plan a trip, put the waiting orders on it, and send it off.
When the courier could not deliver
A courier sends a parcel back if nobody answers in about a day. Answer it here.
Show your items on Google for free
Google can show your items to people nearby, free. Each item needs a photo.
Check what a marketplace paid you
Upload the payout file. Okount checks each order against what you should get.
Deliver your trip
Your stops show in order. Mark each one as you go.
See and take orders
Every order shows in Orders: shop, phone, WhatsApp and online. Add phone orders yourself.
Returns of online orders
Approve the return, get the parcel back, then check what came.
Online shop hours and holidays
Take online orders only when you are open. Turn on holiday mode when away.
Your online shop
Customers scan your QR code and order from your shop online.
Send online orders to the best branch
With two or more branches, each online order can go to the right one.
Where is my customer's parcel?
Open the parcel to see each courier scan.
Find every tool for online orders
Orders tools holds everything for selling online, in one place.
Purchase orders from Blinkit, Zepto and Instamart
Quick commerce apps buy stock from you on a purchase order. Bring each PO in as an order.
Send an offer to many customers
Write one message for a group. Send it one by one from your WhatsApp.
Warehouse
9 guides
Bags, boxes and packing costs
Add bags and boxes like products. See what packing costs you.
Pick lists and packing
Pick many orders in one walk. Then pack each one at the bench.
Put goods away on a shelf
Put new stock on a shelf, or move it to another shelf.
Refill a store from a warehouse
A store asks for stock. The warehouse sends it with a note number. The store counts it in.
Racks and shelves
Give stock an address: zone, rack and shelf.
Add many racks and shelves from a spreadsheet
Fill in one sheet with your warehouses, zones, racks and shelves. Check it, then add them all.
Run the warehouse floor
Warehouse shows how many orders are on the floor right now, and every floor tool.
Warehouses and moving stock
Add a back room or godown. Move stock between places.
Pick many orders in one walk
A wave takes the orders due out first. Each order gets a numbered slot.
Money, accounts and tax
32 guides
Give your accountant a login
Add your accountant as staff who can only look, not change.
Send your books to Xero or QuickBooks
Each finished day goes to Xero or QuickBooks Online as a few summaries.
See all your shops live
See every shop's sales live, side by side, and what needs a look.
Match your bank statement
Paste in your bank statement. Okount matches each line to a sale or payment.
Money in and money out
See money in and out by week or month.
Today in one screen
Sales, cash, UPI, credit and best sellers for one day, on one screen.
Download a report
Every report opens in Reports. Download it as a PDF, an Excel file or a CSV, or share it.
E-invoice file
Download your bills to GST-registered buyers as an e-invoice file.
E-way bills
Bills over ₹50,000 need an e-way bill. Download the file for them.
Write down expenses
Write down rent, bills and other spending. Your profit counts them.
File e-invoices and e-way bills for you
Get the IRN and the e-way bill for one bill at a time. No file to upload.
GST due dates
See which GST returns are due and when. Mark each one filed.
GSTR-1 file
Download your GSTR-1 file for the month. Upload it on the GST site.
Match supplier bills with GSTR-2B
Check which of your supplier bills were filed. Claim credit only on those.
GSTR-3B summary
See the GST you must pay, after the GST you paid suppliers.
Add a journal entry
Add what never happens at the counter. Furniture losing value is one example.
Loan report for the bank
A one-page summary of your last 12 months. Show it to a bank for a loan.
Lock a finished month
After you file GST, the month locks. No one can change its bills.
Who owes you money
See every customer who owes you, and how old it is. Chase the oldest first.
Month-end pack
Every report for one month in one Excel file, one sheet each. It comes with Pro and Business.
Profit and loss
See what you earned after costs and expenses. Also the day book and balance sheet.
Repeating expenses like rent
Add rent or salaries once. Each month it goes into expenses on its day.
See who downloaded a report
Every file made from Reports is listed here, newest first. Each shows the report, its dates and the file type. It also shows who made it and when. The shop admin sees everyone's files. Staff see only their own.
Reports on a schedule
Pick a report and a day. On that day it waits for you, ready, at the top of Reports.
Sales reports
See sales by item, staff, hour or customer. Compare with the time before.
Shop watch
See the few things worth a look today, each with the reason.
Send to Tally every night
A small Windows program puts your bills into Tally every night.
Tally files for all your shops
See every shop you keep the books of. Download each month's Tally file.
Export for Tally
Download a Tally file with all bills and GST. Your accountant imports it.
Use your accountant's names in Tally
Type the ledger names your accountant uses. The Tally file then uses them.
Tax held back (TDS and TCS)
Only some big shops must do this. Ask your accountant first.
What UPI costs you
Some shops pay a small fee on big UPI payments. See what it would cost you.
Staff
16 guides
Add a staff member
Add a person. They sign in on the shop counter with a PIN, or on their phone.
Approvals waiting for you
When staff go over a limit, they ask you. Say yes or no here.
Ask your shop admin for a yes
Some things need the shop admin. Ask on their phone, or they type their PIN.
Staff attendance
Staff clock in and out. See hours for the month.
Change what someone can do
Turn parts of the app on or off for each person.
Counter PIN for staff
Each person unlocks the shop counter with their own PIN.
Hide cost price from staff
Stop staff seeing what you paid and your profit.
Make your own role
Start from a role, change it, and save it with a short name.
See my shifts and pay
Staff see their own shifts and pay, and nobody else's.
Roles for staff
Pick a role like cashier. It turns on the right parts of the app.
Salary and advances
Set each person's pay. Record advances and what you pay them.
Plan staff shifts
Plan who works when, a week at a time.
Sign a staff member out
Sign someone out of every phone at once. Use it for a lost phone.
Limits on discounts, refunds and credit
Set the biggest discount, refund or credit each person can give alone.
Add many staff from a spreadsheet
Fill in one sheet with everyone's name, role, phone and email. Check it, then add them all.
Who did what
See bills, refunds and discounts by each person.
Shop setup and devices
19 guides
Let rules do the routine work
A rule waits for something to happen, checks it, then acts for you.
Change how your bill looks
Pick one of ten looks for your bills and till slips. Add your logo, colour and bank details. The page changes as you go.
Language on bills
Bills and WhatsApp messages can be in a different language from the app.
Bill numbers
Bills are numbered in order, by themselves. Each store has its own series.
Group shops, set targets and rules
Group your shops into places and set targets. Choose the rules, and limit a manager to their shops.
Connect a barcode scanner
Most scanners just plug in and work. Scan straight into Sell.
Connect a receipt printer
Pair your receipt printer once. Then Print sends bills straight to it.
Connect a weighing scale
Plug the scale into a computer. The till reads the weight off the pan.
Country and money
Your country sets the money on bills and the tax name. It is fixed after your first sale.
Food shop mode for restaurants
Turn on tables, tokens and kitchen slips for a restaurant or sweet shop.
Use Okount on a computer
Open Okount in Chrome or Edge on the computer. Nothing to install.
Is Okount working right now?
Check if the problem is with Okount, or with your internet.
Notifications
Pick what your phone tells you about: orders, low stock, UPI and approvals.
Take online payments into your bank
Connect your own Razorpay account. Payment links then pay straight to you.
PIN lock for settings
A PIN keeps Settings, Staff and data export safe from others.
Shop details and GST number
Add your UPI ID, GST number and loyalty points in Shop Info.
Sounds
Turn the short sounds on or off.
Update the app
The app updates by itself. On a phone, update it from the app store.
Choose what your shop sells
What you sell decides what the app shows. You only see what your shop needs.
Your plan
10 guides
Stop auto-renew
Stop auto-renew any time. Your plan stays on until its end date.
Move to a smaller plan
A smaller plan starts on your next billing date. Nothing changes before.
Your free trial
The trial shows how many days are left. After it, the shop goes to Free.
Your member card
Your shop's card, with your member number. It stays yours for good.
Pick only the products you need
POS, Commerce and TMS are each Free, Plus or Pro. Two cost 15% less, three 25% less.
Paying for your plan
Pay by card or UPI Autopay. You get a notice before every charge.
Plans and what is free
Billing, customer credit, reports and exports are always free. Paid modules add more.
Shop and staff limits
Each plan allows some stores and staff. See yours on the plan screen.
Upgrade your plan
Pick a bigger plan and pay. It switches on in a minute or two.
When a plan ends
The shop goes to Free. Nothing is deleted. Billing and customer credit keep working.
Your data and safety
8 guides
Close your shop account
Everything is erased one week after you confirm. You can cancel before then.
Download all your data
Download all customers, products and sales in one file. It is your data.
Keep your account safe
Turn on two-step and a PIN lock. Never share your code or PIN.
Switch to Okount from another app
Bring your whole shop from Shopify, Zoho, Tally and other tools in one go. Customers with what they owe, suppliers, stock and old bills come across.
Privacy, terms and accessibility
Read what we store, our promises, and what works by keyboard.
Bring back something you removed
Customers, suppliers and products you removed can come back, with their history.
Where your shop is signed in
See every counter and staff sign-in. Remove any you do not know.
Who can see your data
Only you and the staff you allow. Other shops never see your details.
Getting help
3 guides