Neer POS Neer POS Docs
Documentation v2.0 — Updated July 2025

Everything you need to run Neer POS confidently

Complete guides for cashiers, store managers, and business owners. From your first sale to AI-powered insights and multi-branch management.

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50+
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M-Pesa
Integrated
KRA
eTIMS Ready

Getting Started

Quick Start Guide

Everything you need to get Neer POS running for your business. Follow these steps in order — most shops are fully operational within 15 minutes.

Screenshot: Onboarding wizard step 1 — business setup
Figure 1.1 — The Neer POS onboarding wizard walks you through every step of setup.
  1. 1

    Create your account

    Go to neer.co.ke and register with your business email address. You'll receive a verification email — click the link to activate your account. A 30-day free trial starts immediately with no credit card required.

  2. 2

    Complete the onboarding wizard

    After logging in for the first time, the onboarding wizard walks you through: business name and logo, currency selection, default tax category, payment channel setup, and inviting your first staff member. You can skip and return to any step later from Settings → General.

  3. 3

    Add your products and categories

    Navigate to Products and click Add Product. For each product you need: name, selling price, buying price, and initial stock quantity. Create categories first to organize your products — these appear as filter tabs in the POS.

  4. 4

    Open a shift and start selling

    Go to POS and tap Start Day to open a cash drawer shift. Enter your opening float. You're now ready to make sales. At the end of the day, tap End Day to close your shift and see a summary report.

Pro tip: Use the AI Receipt Upload feature to add your supplier's products from a photo — saves hours of manual data entry when stocking up for the first time.

Point of Sale

POS Interface

The POS is designed for speed. You can complete most transactions in under 15 seconds using touch, barcode scan, or keyboard shortcuts.

Screenshot: Full POS interface with product grid and cart panel
Figure 2.1 — The POS interface: product grid on the left, checkout cart on the right.

Layout Overview

Product Grid
Browse and tap products to add them. Filter by category using the tab strip at the top.
Cart Panel
Shows all items in the current sale. Adjust quantities, add discounts, or remove items.
Smart Search
Search by product name, SKU, or scan a barcode. Results appear instantly as you type.
Mobile Cart
On phones and tablets, the cart slides up as a drawer. Tap the green bar to open it.
Screenshot: Mobile POS view
Mobile: cart slides up from bottom
Screenshot: Barcode scanner active
Barcode scanner via device camera

Checkout & Payments

Once items are in the cart, tap Charge KES X (the green button). A payment dialog opens where you select the payment method:

MethodHow it worksChange given?
CashEnter amount received — change is calculated instantlyYes
M-Pesa STK PushEnter customer's phone — they receive a payment promptNo
PayHeroTap-to-pay channels configured in settingsNo
Split PaymentCombine cash + M-Pesa for one transactionCash portion only
Point of Sale

Keyboard Shortcuts

For desktop and tablet use. Keyboard shortcuts dramatically reduce checkout time for high-volume stores.

Focus search bar/
Open barcode scannerCtrlB
Open checkout dialogEnter
Hold current saleCtrlH
Clear / new saleCtrlD
Close dialogsEsc
Lock POS screenCtrlL
Recall held saleCtrlK
Point of Sale

Offline Mode

Neer POS keeps working when your internet drops. Sales made offline are stored securely on the device and synced automatically when connectivity returns.

Screenshot: Offline indicator and sync queue in the navigation bar
Figure 5.1 — The sync indicator shows pending offline sales waiting to upload.
FeatureWorks offline?Notes
Cash sales✅ YesFull POS workflow
View products✅ YesCached from last online session
Print receipts✅ YesThermal printer if connected
M-Pesa STK Push❌ NoRequires live internet
AI Insights❌ NoCloud analysis only
Staff sync❌ NoChanges sync when online

Important: Do not clear your browser cache while offline. Doing so will erase the offline sales queue before they can sync.

AI Features

AI Business Insights Beta

Neer's AI engine analyses your complete business data every night and generates actionable recommendations — surfacing problems before they become crises and opportunities you would otherwise miss.

Screenshot: AI Insights dashboard showing KPI strip and insight cards
Figure 8.1 — The AI Insights dashboard showing the health score, KPI strip, and insight cards.

What the AI analyses

Revenue Trends
Compare this period vs last, identify best-selling days and hours.
Inventory Intelligence
Critical stock alerts, overstock, dead stock with reorder suggestions.
Product Performance
Cash cows, falling stars, hidden gems, loss leaders by margin.
Cash Flow Forecast
7-day and 30-day revenue and inventory spend projections.
Critical stock card
Opportunity card
Revenue insight card

AI Insights are available on the Standard and Pro plans. The analysis runs automatically every night at midnight EAT. You can also trigger a manual refresh from the Insights dashboard at any time — it takes 15–30 seconds.

AI Features

AI Receipt Upload Beta

Photograph any supplier receipt and let AI extract all items, quantities, and prices automatically — creating a purchase order draft in seconds instead of minutes.

Screenshot: Upload page with drag-and-drop zone and extracted preview
Figure 9.1 — Upload a receipt photo and review the AI-extracted items before saving.
  1. 1

    Navigate to Purchases → Upload Receipt

    Find the option in the Purchases section of the navigation sidebar.

  2. 2

    Take or upload a receipt photo

    On mobile you can use your camera directly. On desktop, drag and drop or click to upload a JPG, PNG, or HEIC file up to 10 MB.

  3. 3

    Review the extracted data

    The AI shows you what it found — supplier name, contact details, and every line item with quantities and prices. Edit any incorrect values before saving.

  4. 4

    Match products and save

    Match each extracted item to an existing product in your inventory, or let Neer create new products automatically. Click Confirm to update your stock.

Administration

Settings Overview

All shop configuration is organised into focused sections. Access Settings from the navigation sidebar (gear icon) or at /settings.

Screenshot: Settings page with Shopify-style sidebar layout
Figure 10.1 — The Settings page with category sidebar and clean form layout.
SectionWhat you configure
GeneralBusiness name, logo, address, phone, email, currency, timezone
InventoryOverselling prevention, low-stock threshold, product defaults
TaxesDefault VAT category, tax display on receipts, inclusive pricing
ReceiptsTemplate style (Classic, Minimal, Modern), logo/barcode on receipt
LoyaltyPoints programme rules, earn rate, redemption value
PaymentsM-Pesa Daraja API credentials, PayHero channel setup
KRA eTIMSFiscal device credentials, VAT compliance configuration
AI & InsightsAI feature status, data privacy, quick links
Online StorePublic storefront slug, branding, product visibility
Help & Support

Frequently Asked Questions

Answers to the most common questions from Neer POS merchants.

Can I use Neer POS on multiple devices at the same time?
Yes. Neer POS is a cloud-based web application — you can access it from any browser on any device (phone, tablet, desktop) simultaneously. All devices share the same live inventory and sales data. There is no limit to the number of devices per shop on any plan.
What happens to my data if the internet goes down?
Neer uses a Progressive Web App (PWA) architecture. When offline, the app continues to serve the cached product catalogue and allows cash sales. Completed offline sales are queued and synced to the cloud automatically when your connection is restored. You will see an indicator in the top navigation showing how many offline sales are pending sync.
How does multi-branch management work?
Each branch has its own inventory, sales history, and staff roster. As the shop owner, you can view all branches from the Business Overview page or filter reports by branch. Branch managers and cashiers are scoped to their assigned branch and cannot see other branches' data. Stock transfers between branches are tracked as separate transactions.
Is my business data safe and private?
Yes. All data is encrypted in transit (TLS 1.3) and at rest. Database backups run daily. AI analysis is performed on anonymised aggregates — your raw transaction data is never sent to external AI providers. Read more on our Security page and Privacy Policy.
Which M-Pesa payment channels are supported?
Neer supports STK Push (Lipa na M-Pesa) through the Daraja API, as well as PayHero channels (Paybill, Till, and Bank). Split payments between cash and M-Pesa are also supported. C2B (customer-initiated payments via a Paybill number) is available on qualifying plans and requires registering your callback URL with Safaricom, which Neer handles automatically from the Settings page.
Help & Support

Troubleshooting

Step-by-step fixes for the most common issues. If the issue persists, contact support at support@neer.co.ke.

M-Pesa STK Push not working

  1. 1

    Check the phone number format

    The number must include the country code without the + sign, e.g. 254712345678. Do not use a leading zero.

  2. 2

    Verify your Daraja API credentials

    Go to Settings → Payments and confirm your Consumer Key, Consumer Secret, Shortcode, and Passkey are correct for your environment (sandbox vs production).

  3. 3

    Check your internet connection

    STK Push requires an active internet connection on the POS device. M-Pesa will not work in offline mode.

Products not appearing in POS

Check the following:

  • The product's status is set to Active (not Inactive)
  • If Hide Zero-Stock Products is enabled in Inventory Settings, the product must have a quantity greater than 0
  • The product belongs to the correct branch (in multi-branch setups)
  • Clear the browser cache: Ctrl+Shift+R (Windows) or +Shift+R (Mac)

AI Insights not generating

AI Insights need at least 7 days of sales history to generate meaningful recommendations. If your shop is brand new, wait a week and then trigger a refresh.

  • Ensure your plan includes AI Insights (Standard or Pro)
  • Check your AI configuration is set correctly in your environment settings
  • Click Refresh Insights on the AI Insights page — analysis takes 15–30 seconds
  • If the refresh fails, the system automatically falls back to rule-based summaries

Still stuck? Contact our support team — we respond within 24 hours on business days.