Setup Guide · 4 Phases

From Zero to Full Control in Under an Hour

Follow these four phases to transform your business into a fully tracked, remotely monitored operation. No technical knowledge required — if you can send a WhatsApp, you can do this.

01
Phase One · Foundation

Business Configuration

Before anything else, tell BizTwin what kind of business you run. This shapes how the platform presents your inventory, sales categories, and reports.

Set Your Business Type

In your settings panel, find the Business Type field. Choose the option that best matches your operation — Pharmacy, Supermarket, POS, Plaza, Restaurant, etc.

Settings → Business Profile → business_type

Define Your Products

Add your inventory items one by one or import from a spreadsheet. Set a name, unit (piece, bag, bottle, kg), cost price, and selling price for each.

Inventory → Add Product

Set Low-Stock Thresholds

For each product, define the minimum quantity before you get a low-stock alert. Example: "Alert me when Paracetamol drops below 20 packs."

Product → Edit → Min Stock Level

Confirm Currency & Timezone

Set your local currency and timezone so that all reports and Telegram alerts show the correct amounts and times.

Settings → Regional → Currency / Timezone

Why Business Type Matters

  • A Pharmacy gets product expiry date tracking and batch numbers
  • A POS station gets float management and transfer logging
  • A Restaurant gets table-based or counter-based sales modes
  • A Plaza gets multi-unit separation so each shop is isolated
  • All types share the same core: audit log, Telegram alerts, and inventory control

Pro Tip: Start Small

  • You don't need to add all your products on Day 1
  • Start with your 20 fastest-moving items and add the rest over time
  • The system is live the moment you add your first product
02
Phase Two · People

Adding Staff & Assigning Roles

Every person who touches your business should have their own account. This is what makes the audit log work — every action is tied to a real name.

Invite a Staff Member

Go to Team → Add Member. Enter their name and phone number or email. They receive a login link — no need to share your password with anyone.

Team → Add Member → Send Invite

Assign a Role

Choose the correct role for each staff member from the table below. Roles determine exactly what each person can see and do inside the system.

Role Can Record Sales Can Edit Inventory Can View Reports Can Add Staff
Owner / Admin Yes Yes Yes Yes
Manager Yes Yes Yes No
Cashier / Staff Yes No No No
Stockkeeper No Yes No No

Why Separate Accounts Matter

03
Phase Three · Your Phone

Connecting Telegram Alerts

This is the feature that makes BizTwin feel like a security system. Every sale triggers an instant message to your personal Telegram account.

Step 1 — Create Your Bot

Open Telegram and search for @BotFather. Send the command /newbot. Follow the prompts — give your bot a name (e.g. "MyShop Alerts") and a username.

Telegram → @BotFather → /newbot

Step 2 — Copy Your Token

BotFather will give you a long token that looks like: 110201543:AAHdqTcvCH1vGWJxfSeofSAs0K5PALDsaw. Copy this exactly — do not share it with anyone.

Step 3 — Paste in BizTwin

In your BizTwin dashboard, go to Settings → Notifications → Telegram. Paste your bot token and click "Connect". Start your bot by sending it a message in Telegram.

Settings → Notifications → Telegram Token

Step 4 — Test It

Record a test sale from any staff account. Within seconds you should receive a Telegram message on your phone confirming the transaction. If it arrives, you're live.

MyShop Alerts
bot · always active
SALE RECORDED
Staff: Kemi Adeyemi
Product: Paracetamol 500mg × 10
Amount: ₦4,500.00
Balance: ₦243,300 today
09:14
LOW STOCK ALERT
Product: Vitamin C 1000mg
Current Stock: 8 units
Minimum Set: 20 units
⚠️ Please restock soon
10:47
SALE RECORDED
Staff: Tunde Okafor
Product: Cough Syrup × 3
Amount: ₦7,200.00
Discount Applied: ₦200
11:32

What Triggers an Alert?

  • Every completed sale (with staff name and amount)
  • Every stock adjustment (restock or write-off)
  • Low-stock warnings when items fall below threshold
  • Any discount applied to a sale
  • New staff member added to the account
04
Phase Four · Every Day

The Daily Operation Loop

Once set up, your business runs in a simple 3-step loop. Staff handle steps 1 & 2. You see step 3 on your phone — from anywhere in the world.

01

Record Sale

Staff selects the product and quantity sold. Confirms the amount. Presses "Record." Takes under 10 seconds.

02

Inventory Updates

Stock count drops automatically. If it hits your minimum level, a low-stock alert fires instantly.

03

You Get Alerted

Your Telegram buzzes with a full transaction summary. You see who sold what, for how much — in real time.

End of Day — What to Check

Ready to Secure Your Business?

Setup takes less than 60 minutes. Your first Telegram alert will arrive today.

Start Now — It's Free