Setting Up Your Business Profile (Business Details and Location)
Last updated
Last updated
Before you begin utilizing our business software, it's essential to set up your business profile accurately. This step ensures that your company's information is correctly represented within the system. To do this, refer to the navigation panel which has some set of navigational buttons to get you started.
We'll discuss these pages and how to use them below.
Add members to your business profile to grant access to relevant individuals within your organization. Adding members to an inventory management system allows for controlled access, ensuring only authorized individuals can interact with inventory data. It helps assign clear responsibilities, promoting efficient task delegation and accountability within the organization. By facilitating collaboration and communication, it streamlines workflows and enhances coordination between team members. Moreover, it enables the system to maintain an audit trail, tracking actions performed by users for accountability and error identification. Ultimately, adding members enhances security by restricting access to trusted personnel, safeguarding sensitive inventory information. There are two types of assignable member roles they are:
Staff members
Managers
Staff members are limited to using only the sales section of the system. They can record sales, including what was sold, how much, at what price, and details about the customer. They can also look back at past sales, but only those they've been involved in. Making sure staff understand how to use this part of the system well is really important to make sure sales are recorded correctly and efficiently.
Managers have full access to the entire system, allowing them to interact with all its features and functionalities. This includes not only the sales module but also inventory tracking, purchasing, reporting, and any other components. With this broad access, managers can oversee all aspects of the business's operations, make strategic decisions, and ensure smooth functioning across departments.
First click on the settings button on the navigational panel
You'll see a drop down menu like shown above, click on members which is the first button in the drop down menu.
As shown to the left, you can the see the list of members that are already registered in the system. Above you'll see a button with the label "New member" click on it.
After clicking on the "New member" button, you'll see a pop up as shown above, with empty fields that entails requirements of the details of the new member particulars and also authorization. After all the fields are filled accurately, click on the "Create" button to save.
This field allows administrators or managers to regulate the presence and activities of members within the software system. It enables them to add, remove, or modify the permissions and access levels of individual members as needed.
On the right side, there's a table showing all the customers the chosen staff member has dealt with. Next, to make changes, click on the "edit" button. This lets you modify a member's details or adjust their permissions.
The location field typically allows users to input and manage the physical locations associated with their business. This could include headquarters, branch offices, warehouses, or retail outlets. Users can add new locations and edit existing ones. Each location entry may include details such as Country, State and City. This feature enables businesses to organize and track their physical assets, manage inventory distribution, and facilitate logistics and operations across multiple locations.
This field typically includes comprehensive information about your organization. This could encompass details such as the business name, address, contact information and any other relevant information. Users may also have the option to add additional details specific to the organization's operations, requirements and other important preferences which includes core features, Shopkeeper settings and also Inventory settings. This feature allows for a centralized repository of essential information about the business, which can be used for various purposes such as communication, billing, compliance, and reporting. Additionally, maintaining accurate and up-to-date business details ensures consistency and clarity across all interactions and transactions involving the organization.
In your preference settings, you have the ability to customize three main categories: core features, Shopkeeper settings, and inventory settings.
Core Features: These settings pertain to the fundamental functionalities of the web app. Users can adjust preferences related Customer module, Expenses Module, Inventory Module and other essential aspects that directly impact their overall experience with the app.
Shopkeeper Settings: This category allows users to configure integrations with the shopkeeper applications or services. Users can manage settings for external tools or platforms that are integrated with the web app, such as payment gateways. These settings ensure seamless interaction between the web app and external services.
Inventory Settings: In the inventory settings, users can adjust how they manage their inventory in the web app. They can set things like tracking profits, stock count etc. These settings help users organize their inventory in a way that works best for their business. By letting users customize these settings, they can make the web app work better for them, saving time and making their work more efficient.
