Onboarding Steps
1. Welcome and Initial Login (5 minutes)
LoadingGuide content...new users through the first-time login process, highlighting the language selection option. Explain the basic layout and navigation structure.
2. Dashboard Overview (10 minutes)
Introduce the main dashboard, explaining key metrics and how to interpret them. Emphasize the importance of real-time data for business decisions. Show how to filter data by outlet.
3. Basic POS Transaction (15 minutes)
Walk through a simple sales process, from finding a product to completing a transaction. Focus on efficiency and accuracy. Demonstrate how to add customers and apply discounts.
4. Product Management Essentials (10 minutes)
Show how to view existing products and briefly explain how to add a new one. Highlight the import feature for bulk uploads. Explain product types and the importance of SKU.
5. Inventory Monitoring (10 minutes)
Demonstrate how to check inventory levels and understand 'Currently Available', 'Allocated', and 'Available' quantities. Show how to adjust stock and use filters.
6. Quick Report View (10 minutes)
Introduce the Sales Summary report, showing how to filter by date and outlet, and export data. Explain key metrics like COGS, Gross Profit, and Margin.
7. Profile and Store Settings (10 minutes)
Guide users to update their personal account information and basic store settings. Explain the importance of accurate store configuration.
8. Advanced Features and Support (5 minutes)
Briefly mention other modules (Customers, Suppliers, Users, Integrations) and direct users to the Help Center for detailed guides and troubleshooting. Provide contact information for support.