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BooksFirst training manuals

Use this page for staff onboarding, refresher guides and quick system training. The manuals are hosted on the portal, so staff can view them without going through any system login first.

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Public staff training resources for BooksFirst workflows.

01

POS Counter Manual

How to search books, add items to cart, handle cash, M-Pesa, card and mixed payments, and complete receipts.

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02

ISBN Stock Taker Manual

How to scan or enter ISBNs, confirm book details, add new stock and use manual fallback when lookup fails.

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03

Manual Stock Assignment

How to search titles, assign stock manually, review quantities and avoid duplicate stock movement.

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04

Bookfairs System Manual

How to create bookfairs, assign stock, run event sales, close daily sales and export assigned books.

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05

Factory Outlet Manual

How to use the Factory Outlet POS, complete checkout, issue receipts and manage outlet-specific workflows.

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06

Wix Manager Manual

How to review backups, scan products, approve categories, export CSV files and manage bulk delete workflows.

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01

POS Counter Manual

  1. Open the relevant POS system from the employee portal.
  2. Search for the book using ISBN, title, author or SKU.
  3. Select the correct result and confirm the price and quantity.
  4. Add all customer items to the cart and review the total.
  5. Choose the payment method: cash, M-Pesa, card or mixed payment.
  6. Add customer name and email only when the customer wants a receipt.
  7. Complete the sale and confirm that the receipt and stock deduction are recorded.
02

ISBN Stock Taker Manual

  1. Open the ISBN stock taker from the main operations system.
  2. Scan the barcode or type the ISBN carefully.
  3. Review the matched title, author, cover, publisher and pricing fields.
  4. If lookup fails, use manual entry and keep the original book details accurate.
  5. Enter condition, quantity, selling price and stock location.
  6. Save the item and check that duplicate ISBNs are not added twice.
03

Manual Stock Assignment

  1. Use the search bar inside the manual stock assignment area.
  2. Type the title, ISBN or author and select the correct catalogue match.
  3. Enter the quantity being assigned or moved.
  4. Review available stock before confirming the movement.
  5. Save the assignment and check that the correct stock list has been updated.
04

Bookfairs System Manual

  1. Create the bookfair event and set the event dates clearly.
  2. Upload or assign the books for that bookfair.
  3. Review any unmatched uploaded books before sales begin.
  4. Use the bookfair POS for event sales only.
  5. At close of day, review sold, paid, unpaid and unsold stock.
  6. Export the assigned stock CSV when a report or audit file is needed.
05

Factory Outlet Manual

  1. Open the Factory Outlet POS from the employee portal.
  2. Search or scan books being sold at the outlet counter.
  3. Confirm discounts, payment type and receipt details before completing checkout.
  4. Use the Add Inventory system when uploading new outlet stock lists.
  5. Check the final sale record before closing the counter session.
06

Wix Manager Manual

  1. Back up the Wix product data before making bulk changes.
  2. Scan products and review suggested category matches.
  3. Approve categories only after confirming they make sense for the book.
  4. Use export tools to keep a CSV copy of major updates.
  5. Run bulk delete workflows carefully and confirm the correct selection before pushing changes.

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