Getting Started with Tracksales - Complete Setup Guide

Creating Your Account

To get started with Tracksales, you'll need to create an account. This process takes just a few minutes and requires basic information about your business.

Step 1: Visit the Sign-Up Page

Navigate to app.tracksales.co/signup in your web browser. You'll see the registration form.

Step 2: Enter Your Information

Fill in the required fields:

• Business Name: Enter your official business name as it should appear on invoices and documents
• Email Address: Use a business email address you check regularly
• Phone Number: Provide a contact number for account verification
• Password: Create a strong password (minimum 8 characters)

Step 3: Verify Your Email

After submitting the form, check your email inbox for a verification message from Tracksales. Click the verification link to activate your account.

Setting Up Your Business Profile

Once your account is verified, you'll be prompted to complete your business profile. This information is used throughout the platform for invoices, reports, and communications.

Required Information

Complete the following sections:

1. Business Details:
   • Business address (physical location)
   • Mailing address (if different)
   • Contact phone number
   • Website (optional)
2. Tax Information:
   • Tax identification number (PIN, VAT number, etc.)
   • Tax registration details
3. Business Type:
   • Select your industry or business category
   • Choose your business size
4. Regional Settings:
   • Primary currency (KES, USD, etc.)
   • Timezone
   • Date format preference

Navigating the Dashboard

The Tracksales dashboard is your command center. Understanding its layout helps you work more efficiently.

Key Dashboard Components

When you log in, you'll see several key areas:

Quick Stats Cards

At the top of the dashboard, you'll find summary cards showing:

• Today's Sales: Total revenue for today
• Total Customers: Number of customers in your database
• Active Products: Products in your inventory
• Pending Invoices: Unpaid invoices

Navigation Menu

The left sidebar provides access to all features:

• Click Dashboard to return to the main overview
• Click Point of Sale to process sales
• Click Invoicing to create and manage invoices
• Click Inventory to manage products
• Click Customers to view your customer database
• Click Expenses to track business expenses
• Click Reports to view analytics

Recent Activity Feed

Below the stats cards, you'll see a feed of recent transactions, including:

• Recent sales
• New invoices created
• Payment received notifications
• Inventory updates

Search Functionality

Use the search bar at the top to quickly find:

• Customers by name or contact information
• Products by name or SKU
• Invoices by number or customer
• Any transaction or record

Your First Steps

After setting up your account, follow these steps to get the most out of Tracksales:

Step 1: Add Your Products

1. Navigate to Inventory from the main menu
2. Click the Add Product button
3. Enter product details:
   • Product name and SKU
   • Purchase price and selling price
   • Initial stock quantity
   • Category (optional)
4. Click Save to add the product

Start with your 10-20 most common products. You can add more anytime.

Step 2: Add Your Customers

1. Go to Customers from the main menu
2. Click Add Customer
3. Enter customer information:
   • Customer name
   • Email address
   • Phone number
   • Billing address
4. Click Save

You can also import customers in bulk using a CSV file if you have many to add.

Step 3: Create Your First Invoice

1. Navigate to Invoicing
2. Click New Invoice
3. Select a customer from the dropdown
4. Add products or services to the invoice
5. Review the total and click Save

You can send the invoice to your customer via email directly from Tracksales.

Step 4: Process a Test Sale

1. Go to Point of Sale
2. Add products to the cart by searching or clicking
3. Select a payment method (Cash, M-Pesa, etc.)
4. Click Complete Sale

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

Step 5: Explore Reports

1. Navigate to Reports
2. View the Sales Report to see your revenue
3. Check the Inventory Report for stock levels
4. Explore other available reports

Getting Help

If you need assistance at any point, we're here to help:

Knowledge Base

Browse our comprehensive Knowledge Base for detailed guides on every feature. Articles cover step-by-step instructions, best practices, and troubleshooting tips.

Contact Support

Reach out to our support team:

• Email: [email protected]
• Phone: +254 717 798 628
• Contact Form: Visit our contact page

Training Resources

We offer various training resources:

• Video tutorials (coming soon)
• Webinar sessions
• One-on-one onboarding assistance