First Steps Tutorial - Your First Day with Tracksales

Step 1: Complete Your Profile (5 minutes)

Start by completing your business profile:

1. Go to Settings → Business Profile
2. Enter your business name, address, and contact information
3. Upload your business logo
4. Set your currency and timezone

Step 2: Add Your First Products (10 minutes)

Add at least 5-10 of your most common products:

1. Navigate to Inventory
2. Click "Add Product"
3. Enter product name, price, and initial stock quantity
4. Save and repeat for other products

Don't worry about adding everything at once - you can add more products anytime.

Step 3: Add Your Customers (5 minutes)

Import or add your key customers:

• Go to Customers
• Click "Add Customer"
• Enter customer name, email, and phone number
• Or use the bulk import feature if you have many customers

Step 4: Create Your First Invoice (5 minutes)

Practice creating an invoice:

1. Go to Invoicing → New Invoice
2. Select a customer
3. Add products or services
4. Review and save (you can send it later)

Step 5: Process a Test Sale (5 minutes)

Try the Point of Sale feature:

1. Go to Point of Sale
2. Add products to the cart
3. Select payment method
4. Complete the transaction

This helps you understand how sales are processed and how inventory updates automatically.

Step 6: Explore Reports (5 minutes)

Familiarize yourself with the reporting features:

• View the Sales Report
• Check the Inventory Report
• Explore the Dashboard analytics

Next Steps

Once you've completed these basics:

• Add more products to your inventory
• Import your complete customer list
• Set up low stock alerts
• Configure email templates
• Explore advanced features as needed