Chapter 2

Getting Started

2.1 Logging in#

1. Open the system's web address in your browser.
2. Enter the Username and Password your administrator gave you.
3. Click “Sign In.”

There is no self-service “Forgot password” link. Only an administrator can reset your password, from the Users page (see Chapter 21).

2.2 The navigation bar#

Once logged in, the blue bar at the top of every page is how you get around. What you see there depends on your permissions.

Each menu only lists the items you have permission to open, so you never land on an “Access Denied” page from the menu. On a phone or narrow screen, tap the ☰ icon at the top right to open the same menu as a vertical list.

2.3 Branches and the branch switcher#

If your business runs more than one branch, every user belongs to exactly one branch — the branch where their sales and stock changes are recorded. What you see at the top right depends on what kind of user you are:

• Branch-level users (the default) see their branch's name. Lists, reports, and stock are for that branch only, and there is nothing to switch.
• Company-wide users (an owner or head-office admin) get a branch dropdown listing every active branch. Choosing a branch makes it your active branch: new sales, purchases, stock changes, expenses, and deposits are recorded there, and lists and reports show that branch.
• Company-wide users also get a 🌐 All branches option. It combines every branch in lists and reports, but only changes what you see — new sales and stock changes still go to your active branch, which the dropdown's tooltip names. The POS also shows it under its heading as “🏢 Selling from” (section 3.1).
• Settings, roles, and adding or switching off branches apply to every branch, so only company-wide admins change them. A branch-level admin sees them greyed out, and changes only their own branch's receipt details (section 21.5).

2.4 The Dashboard#

The Dashboard is the home screen for anyone who manages the business. Cashiers land on POS when they log in, and can open the Dashboard from the menu for its stock alerts. It gives a one-screen snapshot:

• Critical Alerts — counts of out-of-stock items, low-stock items, overdue receivables, overdue payables and, when batch tracking is on, expired batches and batches expiring soon — each linking to the relevant report
• High-Risk Changes — for users who can view the Audit Log, an amber panel lists sensitive changes made since you last opened the Audit Log: a sale voided or edited, a role deleted or losing user/role management, or a product's selling price cut by 30% or more. Opening the Audit Log clears it.
• Today's Performance — revenue, profit and margin %, average transaction size, and this month's totals (profit only for those who can see it; see section 19.4)
• Financial Health — stock value, receivables, payables, and deposits held, each linking to its report
• Charts — a 30-day revenue & profit trend, and category performance by profit
• Top Products by profit, and Quick Reports shortcuts
• Quick Actions — New Sale; New Purchase, Stock In, and Add Product for users with purchasing rights
• Recent Sales, Recent Purchases (only if you can manage purchases), and a Low Stock Alert panel

2.5 My Account#

Click your name at the top right to open My Account. It shows your name, username, role, member-since date, and last login, and gives you two actions:

• Change Password — enter your Current Password, a New Password, and Confirm it. The new password must be at least 6 characters and different from the current one. You'll be signed out and need to log back in afterward.
• Sign Out

2.6 Subscription reminders#

The system runs on a subscription. In the last 14 days before it runs out, a yellow banner appears at the top of every page with a “Renew now” link. After the expiry date there are 5 days of grace, during which the system still works and the banner says how long ago it expired. After that, the system locks: every page takes you to the Subscription page until a renewal code is entered. See section 21.6.