Complete guidance for store onboarding, billing setup, inventory management, customer handling, and operational workflows.
Set up your store workspace before onboarding staff so billing, inventory, customers, and reporting work smoothly from day one.
Verify store details, GST/business information, store type, and admin profile before operations begin.
Set up product categories, inventory units, stock alerts, and pricing structure properly.
Add staff members, assign roles such as Admin, Manager, Cashier, or Inventory Staff.
Test billing flow, invoice generation, customer creation, and product stock updates before launching the store.
Control user permissions and ensure every staff member has the correct dashboard access.
Invite staff using email or mobile number from the Users section.
Assign appropriate roles and permissions for billing, products, reports, and customer management.
Allow managers to monitor inventory, billing, and customer activity securely.
Verify login access and dashboard visibility before daily usage.
Use a structured daily workflow for smooth retail operations.
Open store dashboard and verify inventory status before store hours begin.
Generate customer bills and invoices using the Billing Workspace.
Monitor low stock products and update inventory regularly.
Export sales and billing reports daily or weekly for tracking and analysis.
Use reports and analytics to improve business decisions and store performance.
Review daily sales and billing summaries.
Track top-selling products and customer purchase history.
Export Excel/PDF reports for accounting and GST tracking.
Analyze inventory movement and low-stock alerts regularly.