Everything you need to run your business on Algonize
One platform, three connected apps, and a single cloud backend. This manual walks through every module and workflow across the Merchant Portal, the Customer app, and the Rider app, plus the platform that ties them together. Read it end to end, or jump straight to the part you are stuck on.
What is Algonize
Algonize is an all-in-one cloud platform for running a business, from the sale at the counter to the order at the doorstep. It handles billing, inventory, staff, customers, deliveries, loyalty, and accounting in one place, and keeps every device in sync in real time.
It was built for the businesses that outgrow a simple cash drawer but do not want a tangle of separate tools: multi-branch retail shops, restaurants and cafes, tailoring and boutiques, salons and spas, and any service that also delivers. Whether you sell over a counter, take orders online, or send a rider across town, the whole operation lives under one login and stays consistent everywhere it appears.
Sell anywhere
Ring up walk-in sales at the till, accept online orders from your storefront, and schedule deliveries, all from the same catalog and pricing.
See everything live
A dashboard, ledger, and status pipeline update the moment anything changes, so the counter, the office, and the rider always agree.
Grow on purpose
Loyalty points, promo codes, per-branch reporting, and a branded customer storefront turn everyday transactions into repeat business.
Algonize runs on the web and installs as a native app on Android, iOS, Windows, macOS, and Linux from a single codebase, so the experience is the same whether your team is on a phone at the door or a desktop in the back office.
The three apps of Algonize
Algonize is not one program. It is three purpose-built apps that share one live connection. Each app is designed for a different person in the journey of a sale, and each one only shows what that person needs.
The Merchant Portal Owners and staff
The control room. Owners and their team manage businesses, branches, staff, inventory, customers, vendors, riders, promotions, loyalty, accounting, and every sale and order. This is where you set up the shop and run it day to day.
The Customer app and storefront Your shoppers
Your customers' window into your shop. They browse your catalog, add to a cart, place an order for delivery or pickup, pay, and track it live. It runs as a phone app and as a branded web storefront at your own address.
The Rider app Delivery drivers
The driver's companion. Riders see the deliveries assigned to them, open pickup and drop-off details, get one-tap navigation, update the delivery as they go, collect any money still owed, and track their earnings.
Behind these three apps sits one secure cloud that stores your data, checks every login, runs the accounting, and pushes live updates to everyone at once. You never install it or manage it; it simply keeps all three apps in step.
How the pieces fit together
Because the three apps share one backend, a single event ripples across all of them without anyone re-entering anything. Following one online order shows the whole loop:
- A customer places an order
In the Customer app or storefront, a shopper adds items to their cart, picks home delivery, and places the order. It is created the instant they confirm.
- The Portal lights up
A card slides onto the merchant's screen with a sound alert, showing the items, the total, and the delivery address. Staff tap Accept, and the order enters the pipeline.
- The kitchen or counter prepares it
Staff move the order through its stages (Under Processing, Ready for Delivery). Each change is visible to the customer in their live tracker.
- A rider is assigned
The merchant assigns a rider and the order reaches Waiting for Rider. It appears at the top of that rider's list in the Rider app.
- The rider delivers
The rider taps for directions, marks the order Out for Delivery, collects any due, and marks it Completed. The customer watches it finish in real time, and the sale lands in the ledger and the dashboard.
The same order shows as a live alert to the merchant, a delivery job to the rider, and a status tracker to the customer. Nobody copies data between apps, and nobody can fall out of sync.
How to read this manual
This manual is organized by app, then by module, in the order you are likely to use them. You do not need to read it front to back. Here is how to get the most out of it:
- New owner setting up shop: start with Getting started, then work through the Merchant Portal chapter from Businesses and branches onward.
- Staff member learning the till: jump to Sales and Quick Sale and Orders.
- Shopper: the Customer app chapter is written for you and needs no technical background.
- Rider: the Rider app chapter covers everything from your first login to tracking your earnings.
- Just want the essentials: the Reference chapter has a status glossary, a roles table, troubleshooting, and answers to common questions.
Throughout, coloured notes call out the things worth remembering:
A shortcut or a smarter way to do something.
Context that helps something make sense.
Something permanent or easy to get wrong. Read before you act.
Register your business
Everything begins in the Merchant Portal. Open it in a browser at or install the app, then choose Register your business now from the login screen. Registration takes a couple of minutes and creates your account, your first business, a Main Branch, and a free trial plan all at once.
- Enter your business name
At least four characters. This is the name your customers and receipts will show, so use the trading name.
- Pick your business type
Restaurant, retail shop, tailoring, salon, service, and so on. The type quietly decides which features and custom fields are switched on for you by default.
- Add the owner name, email, and phone number
The phone field includes a country picker. This is the important one, described in the warning below.
- Create a password
At least six characters, then confirm it. This password is how you and only you sign in as the owner.
- Tap Proceed
Your business is created and you land on the Dashboard, ready to add products and make your first sale.
The country attached to your phone number decides your business currency and dialing code, and this cannot be changed later. Choose the correct country before you proceed. If you sell in Bangladeshi Taka, pick Bangladesh; the currency symbol shown in the field confirms your choice.
Take the demo for a spin first #
Not ready to commit? The login screen has a Take a tour with the demo account button. One tap signs you into a shared sample business filled with realistic data, so you can click around every screen with no signup and nothing to lose. It is the fastest way to understand the Portal before you build your own.
The ways to sign in
Each app signs in differently, on purpose. Merchants carry a password because they hold the keys to the business; customers and riders never need one.
| App | Who signs in | How |
|---|---|---|
| Merchant Portal | Owners and staff | Email or phone plus a password. Forgot-password reset and a one-tap demo login are on the same screen. |
| Customer app | Shoppers | Phone number plus a six-digit code. No password. First-time shoppers are registered automatically the moment their code checks out. |
| Rider app | Delivery riders | Phone number plus a six-digit code. No password and no email. The rider account is created for them in the Portal. |
The same phone number can be a customer at one shop, a rider for another, and an owner of a third. These are three independent accounts that never mix.
Linking Telegram for login codes
Customers and riders receive their six-digit codes through Telegram, the free messaging app, rather than by text message. This keeps logins fast and free, but it means a first-time user has to connect their phone number to the Algonize Telegram bot once. After that, codes arrive instantly every time.
The apps guide you through it automatically. When you enter a phone number that is not linked yet, a Connect Telegram card appears:
- Tap Connect Telegram
This opens Telegram at the Algonize bot. If you do not have Telegram, install it first from your app store.
- Press Start and share your number
Inside the bot chat, press Start, then share your contact when asked. That links your number for this app.
- Return and continue
Come back to the Algonize app and tap continue. It rechecks the link and sends your code straight away.
You can connect or disconnect Telegram at any time later from the account menu of the Customer or Rider app.
Your first-week checklist
A sensible order for a new merchant to set things up. Each item links to the section that covers it in full.
| Step | What to do | Where |
|---|---|---|
| 1 | Set your branch details: address, opening hours, default VAT, service and delivery charges | Businesses and branches |
| 2 | Add your products, their prices, stock, and categories | Inventory |
| 3 | Add any suppliers you buy from | Vendors |
| 4 | Invite your staff and give each the right role | Preferences hub |
| 5 | Connect your thermal receipt printer | Thermal printer setup |
| 6 | Ring up a test sale and print a receipt | Sales |
| 7 | Turn on your public storefront so customers can order online | Public Preview |
| 8 | Add your delivery riders | Riders |
| 9 | Set up loyalty points and a launch promo code | Loyalty and promo |
| 10 | Pick a subscription plan that fits your size | Subscription |
The Portal, your control room
The Merchant Portal is where you and your team run the whole business: sales and orders, inventory and suppliers, customers and staff, deliveries, promotions, accounting, and settings. It runs on the web and installs as a desktop or mobile app, and it looks and behaves the same everywhere.
Everything you see in the Portal is scoped to the business and branch you have selected. If you run more than one business or more than one branch, you switch between them from the top of the screen, and the sales, stock, staff, and reports all follow your choice. The rest of this chapter walks through each module in the order you find it in the sidebar.
A handful of features need a real device rather than a browser. Printing statements and the Invoices file screen, plus generating Excel exports, work on the desktop and mobile apps but not on the web version, because they need direct access to files. Everything else works everywhere.
Roles and permissions
Not everyone on your team should see everything. Every staff member is given one role, and the role decides which pages they can open and whether they can only look or also make changes. This keeps your books, your customer list, and your billing private while still letting the front line do their jobs.
| Role | Badge | What they can do |
|---|---|---|
| Owner | Purple | Full control of everything, everywhere. The account that registered the business. |
| Admin | Red | Full control of everything, the same as an owner. |
| Manager | Orange | Runs daily operations with full access to most pages. Views billing but cannot change it, cannot open Marketing, can view but not change the team, and cannot add branches or manage integrations. |
| Operator | Green | Front-line staff. Full access to Sales, Orders, Invoices, and their own profile. View-only on the Dashboard, Inventory, Resources, Riders, and Loyalty. No access to Customers, Vendors, Employees, Marketing, or Subscription. |
| Dispose | Grey | A suspended member with no access at all. Use it to switch someone off without deleting them. |
Each capability grants one of three levels: Full (view, create, edit, delete), View (read-only), or None (hidden). The rules are enforced twice over: pages a role cannot open are hidden or blocked, and buttons a role cannot use are disabled. When you invite a team member you see a live preview of exactly what their role will and will not allow, grouped by area.
A person's role belongs to the branch they were added to. To give someone access to a second branch, add them again under that branch. If a staff member opens a branch they are not assigned to, they see a friendly Branch Access Restricted screen instead.
Businesses and branches
Algonize is built for more than one shop. A single account can hold several businesses, and each business can have several branches. The business is the brand; the branch is a physical location with its own address, hours, charges, and stock.
Working with multiple businesses #
Switch businesses from the sidebar business switcher. Each business carries its own logo, name, description, business type, and the country that fixed its currency at creation. To add another business, open the switcher and choose Add Business.
Setting up a branch #
Branch settings are some of the most important you will touch, because their defaults flow into every sale, order, and receipt. Open the branch selector in the top bar and choose Add Branch, or tap the current branch to edit it.
- Logo and name
Upload a branch logo and give the branch a name. The name is required.
- Location
Add the address, latitude and longitude, and a Google Maps link. These power the map links your riders and customers use.
- Tax identifiers
Enter your BIN and TIN if you issue tax invoices. They appear on receipts when you enable them.
- Default charges
Set the default VAT percentage, service charge percentage, employee charge, delivery charge, and delivery time interval in minutes. Quick-pick chips speed up the time interval. These become the one-tap defaults on every new sale and order.
- Helplines
Add one or more helpline phone numbers and emails. Customers and riders can call or email the branch directly from their apps.
- Save
Tap Create or Update. The branch is ready to trade.
The VAT, service charge, and delivery charge you set here appear as Set Default chips on every sale form. One tap fills them in, so your team never has to remember the numbers.
The Dashboard
The Dashboard is your home screen and the pulse of the business. It opens on the selected branch and covers a date range you choose at the top. Owners, admins, and managers see all of it; operators can be limited to the operational view by a business setting.
What you see
- Four headline cards: Total Sell, Total Received, Sales Count, and Orders Count, each with the change against the previous period so you can tell at a glance if today is up or down.
- Delivery and status cards: a count and money value for Delivery Today, Pending, Under Processing, Ready for Delivery, Out for Delivery, Completed, Cancelled, and Refunded. This is your live operations board.
- Charts and calendar: a transaction bar chart and a day-by-day activity calendar.
- Insight panels: Top Inventories, Top Categories, Recent Transactions, and Customer Insights covering new versus returning customers and average order value.
Every figure uses your business currency, and the floating Quick Sale and Quick Order buttons are always a tap away.
Live incoming orders
This is one of the features your team will come to rely on. Whenever a customer places an order online, the Portal plays a sound and pops an alert card on top of whatever screen you are on, so you never miss an order even during a busy service.
The card shows the whole order at a glance: the customer name and phone, the channel, the payment method, the time it came in, any note, the fulfilment type and delivery address with a map link, the full item list with quantities and prices, and a complete money breakdown down to the amount still due.
What to do with it
Accept
Confirms the order and moves it to Pending, ready to prepare. The customer sees the tracker advance immediately.
Terminate
Declines the order. You type a short reason, which the customer sees, and the order moves to Cancelled.
A mute button silences the sound if you need quiet, and when several orders arrive at once the cards stack as a neat fanned deck so you can work through them one by one. If the same order arrives by both live update and push notification, the Portal shows it only once.
Sales and Quick Sale
A sale is a purchase that happens now: a walk-in at the counter, a pickup, or a delivery you record on the spot. The Sales module captures what was sold, applies charges and discounts, takes full or partial payment, deducts stock, prints a receipt, and posts the whole thing to your ledger.
The Sales list #
On a wide screen the Sales list sits on the left and the details of the selected sale on the right. On a phone the list fills the screen and tapping a sale opens its details. Along the top you get a search box, a refresh button, and a date filter offering Today, This Month, Last Month, or a custom range. Owners and admins also see branch filter chips, and everyone sees status filter chips to narrow the list to one stage of the pipeline.
Each row shows the customer and sale number, the price with any due in red and advance in green, the date, and a coloured status badge. The gestures are quick to learn:
Making a sale, step by step #
Tap the Add Sale button. If your plan's monthly sale limit is reached the form politely refuses to open and tells you so. Otherwise you work down these sections:
- Customer
Start typing a name to find an existing customer, or type a new one. A live New or Existing badge tells you which. Pick a customer and their phone and details fill in; add a new one and just the phone number is required. The phone field has a country picker.
- Custom fields
If your business defined extra sale fields, they appear here with the right input type and validation.
- Inventory items
Add one row per product. Search the catalog by name, price, SKU, or stock; if the item has variations, a chip selector picks the variant and fills its price. Set the quantity and the unit price. A live stock line shows what is available. Add as many rows as you need.
- Assign an employee (optional)
Attach the staff member who served the sale. This is what ties a sale into that employee's history.
- Financial details
The item total, rounding, and grand total compute themselves. Add VAT, discount, service charge, employee charge, and delivery charge, each with a percentage or flat-amount toggle and a Set Default chip that pulls the branch default. Redeem loyalty points or apply a promo code here. The Advance field captures how much is paid now; the rest shows as Due in red, with quick percentage chips for common splits.
- Sale type
Choose Live for a walk-in, Pickup, or Home Delivery. Choosing Home Delivery reveals an optional rider picker, the delivery address with coordinates, and the customer's saved addresses as one-tap cards.
- Status and payment
Pick the sale status and the payment method. If you set a status of Cancelled or Refunded, a reason field appears. Add a description if you wish.
- Save
Tap Add Sale. The invoice options open automatically so you can print or share a receipt.
Paid equals advance plus later collection, and due is the total minus what is paid. Take a deposit today by entering it as the advance; the balance stays visible as a due until it is collected, and collecting it is a single confirmation later on.
A sale can only be deleted once it is Completed, Cancelled, or Refunded. If it is mid-pipeline, update its status first. Deletion then asks you to type the word DELETE to confirm, and it is permanent.
Quick Sale, the register view #
For a busy counter, the full form is slower than it needs to be. Quick Sale is a full-screen register you open from the Dashboard. On the left is a tappable grid of your products; on the right is the running cart. Tap a product to drop it into the cart, tap it again to add another, and use the plus and minus steppers to adjust. Items with variations ask you which one.
The cart holds all the same pieces as the full form (customer, charges, loyalty, promo, advance, type, status, payment) in a compact layout, with a pinned summary bar and a big Charge button. The standout is tabs along the top: you can keep several sales open at once, one per customer or table, and switch between them without losing anything. When you charge a sale it prints the receipt and closes that tab.
The Quick Sale search box searches names, SKUs, and barcodes. A standard USB or Bluetooth scanner types straight into it, so scanning an item finds it instantly. No special setup is needed.
Orders and Quick Order
An order is a sale scheduled for later: a delivery for this evening, a cake for Friday, a table booked for eight o'clock. Orders work exactly like sales, with two additions that handle the future part.
Delivery date and time
Every order carries a required date and time, pre-filled to now plus the branch delivery interval. The order detail shows a schedule card with friendly messages like Arriving tomorrow, and it turns red when an order runs overdue.
Resources
Attach a bookable resource such as a table, a room, or a piece of equipment. Resources have no price or quantity; they simply reserve a thing for the order.
Everything else is identical to a sale: the same customer picker, items and variations, employee assignment, financial breakdown, home delivery with rider and address, status pipeline, payment methods, and the same invoice options after you save. The list, gestures, filters, and the type-DELETE rule for deleting all match the Sales module.
Quick Order is the register-style version, mirroring Quick Sale with the extra resource picker and delivery date and time. It is ideal for taking several table orders at once. Its checkout button reads Place Order.
Invoices and receipts
Every sale and order can produce a printed document in two forms: a full-page PDF invoice and a thermal receipt for a roll printer. Each form comes in three copies tuned for a different reader.
The invoice options popup #
This opens automatically the moment you save a sale or order, and again whenever you swipe a row and choose Print. It offers three copies, each with a PDF checkbox and a Receipt checkbox:
A Current Print Settings panel shows your chosen PDF paper size and thermal paper size with a shortcut to change them. There is a Send WhatsApp button that opens a thank-you message to the customer, and a Proceed button that prints and generates whatever you ticked. After generating, it offers to open or share the files.
What appears on each copy, the logo, address, tax numbers, QR code, and language, is controlled in Preferences under Invoice. Set it up once and every receipt follows the template. See the Preferences hub.
The Invoices file screen #
Separate from the per-sale receipt, the Invoices item in the sidebar is a file browser for documents already saved on your device, with a PDF tab and an Excel tab. Search, open, print, and delete files, or select several at once. This screen needs the desktop or mobile app; on the web it shows a notice that a device app is required.
Inventory and catalog
Inventory is your product catalog and your stock ledger in one. Everything you sell lives here, with its price, cost, stock per branch, images, variations, categories, and supplier. It feeds both the till and your online storefront.
The product list #
Products show as cards with the name, price, SKU, and the quantity and usage for the selected branch. Each card carries a Featured star and a Public or Private chip. Above the list, a branch filter and a category filter narrow things down, and floating buttons let you add a product, add a category, or load more.
Adding a product #
- Featured and visibility
Toggle Featured to spotlight the item on your storefront, and set Public or Private to decide whether customers see it at all.
- Name and vendor
Give it a name, and if you track suppliers, pick the vendor it comes from.
- Pricing and stock
Choose a unit of measure, set the regular price and any discounted price, and enter stock per branch. Advanced options add SKU, barcode, discount dates, purchase cost, minimum selling price, and prepare time. Leaving stock blank means the item is not stock-tracked.
- Variations (optional)
For items that come in sizes or types, add variations. Each variation has its own price, SKU, and stock per branch. When an item has variations, the list shows its average price.
- Categories, branches, and tags
Put the item in one or more categories, choose which branches carry it, and add search tags.
- Images
Upload photos (around 500 by 500 pixels, up to 2MB each, croppable) or paste an image URL.
- Save
Tap Add Inventory. It is live on the till and, if Public, on your storefront.
You never subtract stock by hand. You set the on-hand quantity, and every sale or order automatically records usage. Available equals on-hand minus used, and you can see the breakdown per branch and per variation at any time.
Categories #
Categories organise your catalog and your storefront. Create one from the folder button, give it a name, decide whether it is Public, and assign branches. Customers browse your storefront by these categories.
Add-ons
Add-ons are the paid extras customers pile on top of an item: a drink with a meal, extra cheese, gift wrapping, a rush fee, an install service. They form a small branch-scoped catalog of their own, attach to the products that offer them, and flow into the bill, the storefront, and your ledger like any other line.
How an add-on differs from a product or a resource #
Unlike a product, an add-on is never stock-tracked and never sold on its own; it only rides along with an item. Unlike a resource, it carries a price and it is charged. Each add-on has a name, a price, an optional image and description, a custom field, the branches it belongs to, and an active toggle so you can retire one without deleting it.
Creating add-ons #
- Open the Add-ons module
Tap Add Add-on, then give it a name and a price.
- Details (optional)
Add an image, a description, and a custom field if you want extra structure.
- Branches
Choose which branches offer it, exactly like the rest of your catalog.
- Save
It is now ready to attach to products and to add at the till.
Each subscription plan caps how many add-ons a business can create (unlimited on the top plans). When you hit the cap, upgrade your plan to create more, the same way product and resource limits work.
Offering add-ons on a product #
In the inventory form each item lists the add-ons it offers. Only those add-ons appear when that item is on an order, at the till, or on your storefront, so a customer choosing a burger sees drinks and sides, not unrelated extras.
Adding add-ons to a sale or order #
When you build a sale or an order, add-ons attach at the order level with their own quantities. They join the subtotal, so VAT, service charge, and discounts cascade over them, and they print under each item as their own lines on both the PDF invoice and the thermal receipt.
Every add-on you charge emits its own transaction, so extras appear in your totals, reports, and the Transactions ledger automatically. There is nothing to reconcile by hand.
Resources
A resource is a named thing your business has but does not sell off the shelf: a dining table, a treatment room, a rentable tool, a license. It is deliberately simple, carrying only a name, an optional description, and the branches it belongs to. It has no price, no stock, and it is never reduced by a sale.
Add a resource from the Resources module, then attach it to an order (for example, reserving a table with a booking). Behind the scenes a resource can hold transactions, so it fits into your ledger, but there is nothing to count and nothing for customers to see.
Vendors and suppliers
A vendor is a supplier you buy from. The Vendors module is an address book and a payables ledger together. Each vendor stores a name, email, phone, an opening balance for anything you already owe, an address, and the branches they serve.
Open a vendor and you get two tabs: Transactions, the full running ledger of what you have bought and paid, with credits in red and debits in green; and Details, the contact card. Your payable to a supplier is the opening balance plus everything in the ledger, so it is always current without you editing a balance by hand.
To add a vendor, tap Add Vendor and fill in the name (required), phone (required), optional email and address, the opening balance, and the branches. Vendors then become selectable as the supplier of any product in the inventory form.
Deleting a supplier also removes the purchases and transactions linked to it. The confirmation dialog warns you, and you must type DELETE.
Customers
The Customers module is your saved buyer profiles. A customer is identified by phone number, not email, because that is how they sign into the Customer app. In fact a customer you create here and a customer who signs into the app are the same account: create the record and it stays unverified and offline until the person actually uses the app, at which point it comes to life with their verified phone, saved addresses, and loyalty balance.
Open a customer and you get two tabs: Transactions, their full sales, orders, and payments ledger, and Details, which includes their saved delivery addresses with map links, and a Loyalty Points summary showing available balance, total earned, total redeemed, and the last activity dates.
To add a customer, tap Add Customer, upload an optional avatar, enter the name and phone, and choose the branches. That is all the form asks for.
There is no field to type in a customer's due, credit, or loyalty points. Those all come from real activity: a sale creates a due, a payment clears it, and points accrue through the loyalty rules. The profile shows the running totals; the Transactions tab is where the money actually moves. Loyalty balances are tracked per business, so the same person can have different points at each of your shops.
Employees
The Employees module is a staff directory for your records: name, contact, salary, assigned branches, and notes. It is separate from login access; giving a person the ability to sign in is done through team management in Preferences, covered later.
To add an employee, tap Add Employee and fill in the full name (required), optional email, phone (required), salary, address, notes, and branches. New employees are active by default. Opening an employee shows their details alongside a ledger of the sales and transactions linked to them, which is how you see what a staff member has handled.
Editing and deleting follow the same pattern as everywhere else: a pencil to edit, and a red delete that asks you to type DELETE.
Riders
The Riders module is where you onboard your delivery drivers. A rider you create here is a real account that the person uses to log into the standalone Rider app, so this is the bridge between your Portal and their app.
- Tap Add Rider
A plan check runs first to make sure you are within your rider limit.
- Fill in the details
Add an optional avatar, the full name, the phone number with its country, and the branches this rider will serve.
- Save
The rider is created, active, and available. They can now sign into the Rider app with that phone number.
Opening a rider shows their details, including whether their phone is verified, their current status, and their delivery ledger. You can see their live work status here, from Available through Picking up, On Delivery, and Returning, but you do not set it; the rider's own activity in the Rider app drives it. When you assign a rider to a home delivery order, the order flows to Waiting for Rider and then appears in that rider's app.
Adding an existing rider's phone number to another business links the new assignment rather than creating a duplicate. One driver can carry deliveries for several of your businesses or branches.
Loyalty points and promo codes
This module has two tabs that between them cover how you reward regulars and how you run offers.
Loyalty points #
You decide how customers earn points and what they can redeem them for. Earning is set through five toggleable rules, each with its own point value:
| Rule | When it awards | Default |
|---|---|---|
| First Sale | The customer's first counter purchase | 50 points |
| First Order | The customer's first online order | 50 points |
| Per Sale | Every counter purchase | 10 points |
| Per Order | Every online order | 10 points |
| Referral | Referring a new customer | 100 points |
Below that you build redeem tiers: how many points buy how much discount, as a percentage or a flat amount, with an optional minimum purchase. Add as many tiers as you like, then tap Save Changes. Your customers see and use these tiers automatically at checkout in the Customer app.
Promo codes #
Promo codes are the coupons customers type at checkout. To create one, open the Promo Codes tab and tap Add Code, then set:
- The code itself, at least three characters, with a case-sensitivity switch.
- Scope: whether it applies to Orders or Sales.
- Discount: a percentage (up to 100) or a flat amount.
- Limits: an optional minimum purchase, a total usage limit, and a per-customer limit.
- Validity: a start and end date and time, defaulting to the next thirty days.
- Branches: which locations honour it.
The table shows each code with its scope, discount, a validity pill counting down the time left, and its active or expired status. When a customer applies a code, Algonize checks it is active, in date, within its limits, and meets the minimum purchase before granting the discount.
The Transactions ledger
Underneath every sale, payment, and stock movement is a double-entry ledger. Each transaction records value moving from a source to a destination, where each party is a customer, vendor, employee, rider, inventory item, resource, or the business itself. A single transaction can carry two amounts at once: a money amount with a debit or credit direction, and a non-money amount such as a quantity of stock, each with its own direction. That is how one record can show both cash coming in and stock going out.
You rarely open the ledger on its own. Instead it appears as the Transactions tab on a customer, vendor, employee, rider, inventory item, resource, sale, or order. There it lists that subject's history, searchable and date-filtered, with credits in red and debits in green. Most rows are created automatically by your sales and orders; you can also add a manual entry, for example to record a supplier payment.
Collecting a due #
When you mark a sale or order that still owes money as Completed, Algonize stops and asks a simple question: did you collect the outstanding amount first? Confirm, and it records the payment against the customer and completes the sale in one step. Cancel, and nothing is saved and the status stays put. This is the moment a due becomes a collection, and it keeps your books honest without any manual bookkeeping.
Customer dues and credits and vendor payables are not stored as editable numbers anywhere. They are the sum of the ledger. That is why they are always right, and why you change them by recording a real transaction rather than by overtyping a balance.
The Preferences hub
Preferences is where the business is configured. It is one screen with four tabs, and each section respects your role, so a manager sees the setup tabs while an operator only reaches personal app settings.
Branch hours and team #
The first tab, named after your current branch, has two parts:
- Open and Close Time. A weekly table of opening hours. Set a time range per day, and switch on Auto Open and Close to have your storefront open and close itself at those times.
- Management. The people who can sign in for this branch. Tap Add Merchant to invite someone, either an existing Algonize account by email or a brand-new account with a temporary password, then pick their role. A live preview shows exactly what that role can view and manage before you confirm. Because access is per branch, add the same person again under another branch to extend their reach.
Business features and rules #
The Business tab holds the deeper configuration:
Your public storefront #
Public Preview is the switch that puts your shop online. Turn on the master toggle to make the business Public, then:
- Choose a public username
A unique handle from three to twenty characters, checked live for availability.
- Share your links
Your storefront is reachable at a subdomain like
yourname.algonize.xyzand at a direct link. Copy or open either from here. - Add an announcement
A message that scrolls across the top of your storefront, for offers or notices.
- Choose what to show
Toggle Featured Inventories, and upload up to five banner images for a carousel at the top of your store.
- Save
Your storefront is live. Customers can browse and order.
Invoice templates #
The Invoice tab has a PDF sub-tab and a Receipt sub-tab that decide what prints on your documents: which logo and address, business or branch details, BIN and TIN, payment method, custom text, QR and barcode, and whether the employee copy hides prices. There is even bilingual Arabic support. Set it once and every receipt follows suit.
Import and export #
Both are guided, three-step wizards that use Excel files. Import lets you download a template for vendors, categories, inventory, employees, riders, customers, sales, or orders, fill it in, and upload it, reviewing before you save. Export lets you pick a date range, the branches, and the record kinds, then produces an .xlsx file to download.
Import and export use Excel spreadsheets, not CSV. Both need the desktop or mobile app rather than the browser, because they read and write files on your device.
Setting up a thermal printer
Algonize prints receipts to a network thermal printer over Wi-Fi, in the common 58mm, 72mm, and 80mm paper widths. Configuration lives on the Thermal POS Config tile in Settings.
- Open the config tile
Go to Settings and tap Thermal POS Config. It shows the current setup or Not configured yet in red.
- Choose connection type
Select Wi-Fi. This is the supported connection today; there is no USB or Bluetooth option.
- Pick your paper size
Tap 58mm, 72mm, or 80mm to match your printer roll. The default is 80mm.
- Enter the network details
Type the printer's IP address, for example 192.168.1.100, and the port, usually 9100.
- Save and test
Tap Update, then use the Test Print button to confirm a sample receipt comes out at the right size.
The desktop and mobile apps print straight to the printer. The web version cannot reach a local printer on its own, so it needs the Local TCP Chrome extension and a small native helper running on the computer. If a web print fails, a guided dialog walks you through installing both. If you print a lot, the desktop app is the smoother choice.
Subscription and billing
Algonize is a subscription service, and the Subscription screen is where you see and manage your plan. New businesses start on a free trial. Owners and admins manage the plan; managers can view it.
- Current Plan card: your plan name, price, billing period, the current billing cycle with start and end dates, and a status chip that warns when renewal is due.
- Plan usage and limits: cards showing how much of each limit you are using, for branches, team members, vendors, categories, inventory, resources, employees, riders, and your monthly sale and order caps. A card turns orange as you approach a limit and red when you hit it.
- Plans and upgrade: compare plans and upgrade when you outgrow one.
- Payment history: a record of past payments.
Your plan caps how many products, staff, riders, and branches you can have, plus how many sales and orders you can record each month. When the Add button on a module refuses to open, you have reached a plan limit; upgrade to raise it. On Apple and web builds where in-app payment is not offered, a card points you to manage your subscription online, and your features keep working while you do.
Settings, profile, and alerts
Personal settings #
These preferences are personal to you on this device, and they save the instant you change them. You will find Theme (Light, Dark, or System), the currency number format, the date and time formats, your PDF paper size, the thermal printer config, a Server Health check, a live Realtime Services view, and options for Release Notes, About, Terms, Privacy, and signing out.
The currency format setting only changes how numbers are grouped, for example South Asian grouping versus Western grouping. It does not change your actual currency, which was fixed by the country you chose at registration. Theme, format, and language choices here apply only to your Portal, not to the Customer or Rider apps.
Your profile #
The Profile screen is your personal account: your name, contact details, avatar, and contact verification. Save your changes and your name and photo update everywhere they appear.
Notifications #
The bell in the account menu shows your unread count and opens a list of notifications, each with a title, preview, and any attached images. Tapping one opens the full message and marks it read; you can mark items read or unread or delete them. Notifications arrive as push messages even when the app is closed, and appear live while it is open.
Deleting your account #
Account deletion is in Settings and is permanent. If you are the sole owner of any business, Algonize first steers you to hand over ownership or confirm you want those businesses removed too, then asks you to type CONFIRM DELETE.
The Marketing item in the sidebar is a planned feature and currently shows a Coming Soon message. It is intended to add promotional email and SMS campaigns in a future release.
Shopping with Algonize
The Customer app is how your shoppers browse your shop, place orders, pay, and watch their delivery arrive. It is a phone app and a web storefront in one, and it is designed to be so simple that a first-time visitor never needs instructions. This chapter is written for the shopper.
You can browse without an account. The app only asks you to sign in when you do something that needs one, like adding to your cart or checking out, so you are free to look around first. If a shop has given you its own web address, the app shows only that one shop; the main app shows a directory of every business.
Signing in
There is no password and no signup form. You sign in with your phone number and a six-digit code, and if you are new, your account is created automatically the first time your code checks out.
- Enter your phone number
Tap any action that needs an account, or the person icon, and enter your number. The country picker defaults sensibly.
- Connect Telegram the first time
Codes arrive through Telegram. If your number is not linked yet, a Connect Telegram card appears; tap it, press Start in the bot, share your number, then come back. This is a one-time step.
- Type the code
Enter the six digits. You can resend after a short countdown or change your number. Once it checks out you are in, and whatever you were doing continues on its own.
To sign out, use the account menu at the top right. There is also a demo account available for anyone reviewing the app in an app store.
Finding a business
The home screen is a directory of businesses titled around discovering services near you. Use the search bar to find a shop by name, or tap a category chip to filter by type. Each business shows as a card with its logo, name, handle, type, and location. If a shop has several branches, the card shows a stack of branch markers you can tap through. Tap a card to enter that shop.
Inside a store
A store page shows everything that shop wants you to see. At the top, the app bar names the business and the branch you are ordering from; tap the branch to switch to another location. Below it, depending on the shop, you may see:
- A scrolling announcement with the latest news or offer.
- A banner carousel of promotional images.
- A row of Favourites, the shop's featured items.
- Category chips and an item search to narrow the list.
- The product grid, where each item shows its photo, price, any discount, how many are left, and its star rating. Out-of-stock items are clearly marked.
A floating cart button sits on the page whenever the branch is open. If the branch is closed, on a break, or the shop is offline, a friendly message explains and ordering pauses.
Looking at a product
Tapping an item opens its details: a photo gallery you can enlarge, the name, star rating and review count, price and stock, and any variations such as sizes, each with its own price. You can see stock broken down by branch, read the description and prep time, and check who supplies it. At the bottom, a quantity stepper and an Add to Cart button show your running total. The same item in a different variation becomes its own line in the cart.
If the shop offers add-ons for this item, extras like a drink, a side, or gift wrapping, an Add-ons section lets you pick them and set a quantity for each. Your chosen add-ons and their running subtotal show alongside the item total, and they travel with the item into your cart.
Further down, the Ratings and Reviews section lists what other shoppers thought, and if you are signed in you can leave your own.
Cart and checkout
Your cart is tied to one shop. Open it from the floating cart button to review your items, adjust quantities, or remove lines, then tap through to checkout. The Checkout screen gathers everything needed to place the order in one scroll:
- Choose delivery or pickup
Two big options: Home Delivery or Pickup. Delivery asks for an address; pickup shows the branch location.
- Pick your address
Choose a saved address or add a new one. New addresses use map search so your exact location is pinned for the rider.
- Apply a promo code
Enter a code and tap Apply. The app checks it and shows the discount, or explains why it did not apply.
- Redeem loyalty points
If the shop runs a loyalty program and you have points, tap an eligible reward tier to knock money off. Tiers you cannot use yet show why.
- Review the bill
The app lays out the items subtotal, any add-ons, VAT, service charge, delivery charge, promo and loyalty discounts, the round-off, and the grand total, so every line adds up to what you pay.
- Place the order
Payment is Cash on Delivery. Tap Place Order and it is sent to the shop, your cart clears, and you get a confirmation.
You can also leave a note for the shop and fill any extra details the shop asks for.
Your orders and live tracking
Open Purchases from the account menu to see your orders, split into Ongoing and Previous. Each order card shows its status, items, total, whether it is paid or has a due, and the date.
Tapping an ongoing order opens a live tracker, the kind you know from delivery apps, that animates forward as the shop and rider move your order along. For a home delivery it runs through Initiated, Pending, Under Processing, Ready for Delivery, Waiting for Rider, Out for Delivery, and Completed. A legend explains each step, the current step gently pulses, and finished steps show a check. Pickup orders skip the rider steps.
The order detail also carries the full bill, the delivery address with a View on Map button, and, once a rider is assigned, the rider's name and phone so you can coordinate. This is your one place to know exactly where your order is.
Loyalty points
Shops that run a loyalty program reward you with points for ordering, and sometimes for your first order or for referring a friend. You spend them at checkout: open the Loyalty section and tap an eligible reward tier to apply its discount to your current order. Your balance is the points you have earned minus what you have redeemed, and it is kept separately for each shop.
Ratings and reviews
Once you are signed in you can rate any product from one to five stars and write a short review, right from the item's details under Write a Review. Your review joins the list other shoppers read, and it feeds into the product's average rating shown across the shop. It is a good way to tell a shop what you loved and help the next customer choose.
Profile and settings
The account menu, behind your avatar, holds your Profile, Notifications, Purchases, Settings, Feedback, Contact Us, the Telegram connector, and Log out.
Profile and addresses
Your profile shows your name, which you can edit, and your verified phone number, which is your login identity. Below that you manage your saved addresses: add one with a label like Home or Work, search the map to pin the exact spot, add a landmark, and mark one as your default. You can keep a small set of addresses so checkout is a single tap.
Notifications
A notifications panel, badged with your unread count, lists updates about your orders and any messages from the shop. Tap one to read it, with any images, and it marks itself read; you can also mark items unread or delete them.
Settings
Settings let you choose your Theme (Light, Dark, or System), your Language (English or Bangla), and your currency, date, and time formats. You can also check server health, sign out, and delete your account. Deleting is permanent and asks you to type CONFIRM DELETE, after which your orders, history, points, and saved addresses are no longer accessible.
Delivering with Algonize
The Rider app is your companion on the road. Shops assign deliveries to you, and this app is where you see them, find your way to the pickup and the customer, update each delivery as you go, collect any money owed, and track what you have earned. This chapter is written for the rider.
You do not create jobs. Everything you see was assigned to you by a shop, and you only ever see your own deliveries. The app keeps your list live, so a new job appears the moment a shop hands it to you, without you refreshing anything.
Signing in
Your account is set up for you by the shop, using your phone number. You sign in with that number and a six-digit code, with no password to remember.
- Enter your phone number
On the login screen, type the number the shop registered for you, using the country picker.
- Connect Telegram once
Your codes come through Telegram. The first time, tap Connect Telegram, press Start in the bot, and share your number. After that, codes arrive on their own.
- Enter the code and you are in
Type the six digits. You land on your deliveries screen. You can resend the code after a short countdown or change your number if you mistyped it.
If a shop removes your account or your session expires, the app signs you out with a short message. Contact the shop that assigned you, since they manage your rider account.
The deliveries screen
This is your home screen and where you spend most of your time. Two tabs split your work:
Active
Deliveries still in progress, everything that is not yet completed, cancelled, or refunded. This is your to-do list.
Delivered
Finished jobs: completed, cancelled, and refunded. Your recent history.
Each delivery is a card that tells you what you need at a glance: the order or sale number, the customer name, a coloured status pill, which shop and branch it belongs to, the total, and whether it is Paid or has a red Due to collect. Two buttons give one-tap directions: Direction to Store for the pickup and Direction to Customer for the drop-off, each opening your maps app. On the Active tab a status button lets you move the delivery forward.
A search box, pull-to-refresh, and paging help you find a specific job, but you rarely need them: new assignments jump to the top on their own, and a delivery moves itself between Active and Delivered as its status changes.
Delivery details
Tap a card to open the full breakdown. It has everything you need for the job:
- Customer: name and phone with a call button.
- Shop and branch: the business, the branch, its address with a map button, and helpline numbers and emails you can call or email.
- Items: each product with its photo, quantity, and price, so you can check the bag.
- Add-ons: any extras attached to the order, listed alongside the items, so nothing is missing from the bag.
- Charges: the full money breakdown including the delivery charge, what is paid, and what is due.
- Delivery info: the type, the scheduled time, and the delivery address.
- Navigate button: opens maps straight to the drop-off.
Updating status and collecting dues
As you carry out a delivery you move it through its stages. On an Active card, tap the status button to open the update sheet. You can set three statuses:
The earlier stages are set by the shop and shown for context; you only set these three.
If a delivery still has a due, the update sheet shows a red reminder to collect it first. When you mark such a delivery Completed, the app asks you to confirm you collected the amount. Confirm to record the collection and finish the job; cancel to stop and change nothing.
Setting a delivery to Out for Delivery automatically flips your own status to On Delivery, and completing or cancelling flips it to Returning, so you do not have to manage that by hand.
Your availability
Separate from any single delivery, you have your own work status that tells shops whether you are free. You set it from the pill in the top bar. The options are:
AvailableUnavailablePendingPicking upOn DeliveryReturning
Most of the time this updates itself as you work. You can set it by hand too, with one rule: you can only mark yourself Unavailable while you are Available, so you cannot disappear in the middle of a delivery.
Statistics and earnings
The My Statistics screen shows how much you have delivered and earned over any period you choose, from Today through to Last Year. Four cards headline it:
| Card | What it shows |
|---|---|
| Total Deliveries | How many jobs, split into orders and sales. |
| Completed | How many you finished, with your completion rate. |
| Cancelled | How many did not complete, and how many were refunded. |
| Delivery Earnings | What you earned, shown per currency. |
Below the cards, a trend chart plots your earnings or deliveries over the period, and a calendar overview shows your busiest days with a monthly total and active-day count. Tapping any point or day reveals the detail behind it.
If you deliver for shops that use different currencies, your earnings are listed separately for each, never added together, so the numbers always mean something real.
Profile and settings
Profile
Your profile shows your photo, name, rider ID, country, and when you joined, along with pills for online status and phone verification. You can change your name and your photo in editing mode. Your phone number is fixed at registration and cannot be changed in the app, since it is your identity.
Settings
Settings cover the app's appearance and your preferences: Theme, currency, date, and time formats, a Server Health check, and a live Realtime Services view. You can also see release notes, rate the app, read the terms and privacy policy, sign out, and delete your account. The rest of the app navigation lives in a side drawer with four destinations: Dashboard, Profile, Statistics, and Settings.
Notifications
The app asks for notification permission after your first login so shops can reach you. A bell in the account menu, badged with your unread count, lists messages, and each one opens with any images attached. Delete or mark messages as you like.
Order status glossary
Sales and orders share one status pipeline. A sale usually starts finished; an order travels the whole way. Every app shows the same statuses in the same colours, so a status means the same thing to the merchant, the customer, and the rider.
| Status | Code | What it means |
|---|---|---|
| Initiated | IN | Just created, not yet accepted. |
| Pending | PN | Accepted by the shop and waiting to be prepared. |
| Under Processing | UP | Being prepared or made. |
| Ready for Delivery | RD | Prepared and ready to go out or be picked up. |
| Waiting for Rider | WR | Assigned to a rider, awaiting pickup. |
| Out for Delivery | OD | On its way to the customer. |
| Completed | CM | Delivered or collected. Done. |
| Cancelled | CL | Stopped before completion, with a reason recorded. |
| Refunded | RF | Completed then reversed and refunded. |
Roles at a glance
A quick reminder of who can do what in the Portal. Access is granted per branch. Full coverage is in Roles and permissions.
| Role | Sales and orders | Setup and catalog | Team and billing |
|---|---|---|---|
| Owner / Admin | Full | Full | Full |
| Manager | Full | Full | View billing, view team, no marketing, no new branches |
| Operator | Full | View only | No access |
| Dispose | No access | No access | No access |
Payment methods
When you record a sale or order in the Portal, you can mark it against any of these methods. In the Customer app, online orders are placed as Cash on Delivery.
OnlineCash on DeliveryCashCardBank TransferChequeMobile BankingOther
Troubleshooting
Common situations and how to resolve them.
Frequently asked
Can I run more than one shop from one account?
Yes. One account can hold several businesses, each with several branches. Switch between them from the sidebar and the branch selector.
Can I change my currency later?
No. Currency is set by the country you choose at registration and is permanent, so pick the right country when you create the business.
Do my staff need their own logins?
Yes. Invite each staff member through team management in Preferences and give them a role. That keeps your books and customer list private while the front line still works.
How do customers pay online?
Online orders are placed as Cash on Delivery. At the counter you can record any payment method, and you can take partial payment with an advance and collect the balance later.
Which paper sizes do receipts support?
Thermal receipts print at 58mm, 72mm, or 80mm over a Wi-Fi network printer, and PDF invoices print at standard page sizes.
Does everything work offline?
The apps cache data and keep working through brief connection drops, then sync when the connection returns. Some file features, like printing statements and Excel export, need a device app rather than the browser.
Support and contact
If this manual has not answered your question, the Algonize team is glad to help. You can also reach support from inside any app through the Contact Us item in the account menu.
Write to support@algoramming.com. Replies usually come within about twelve hours.
Merchant Portal
Sign in to run your business at , or create a new account from the login screen.
Algonize is a product of Algoramming Systems Ltd. This manual describes the platform as it works today; features noted as planned may change as the product grows.