Login, Access, and Daily Flow
SmartBill works as an operations platform, not only a billing screen. Login, routing, permissions, and transaction history all affect how daily work is controlled.
Login routing logic
After a user signs in, SmartBill decides where the user should go based on the business setup state.
Typical flow:
- super admin goes to the admin dashboard
- business user without completed onboarding goes to onboarding
- onboarded business user goes to the business dashboard
Setup protection
The system should not allow normal daily work before onboarding is complete.
This protects the business from missing essentials such as:
- branch setup
- default account setup
- walk-in customer
- default category and brand
POS access and shift control
POS access depends on permissions and cashier session rules.
Depending on how the business is configured, users may need to:
- clock in before opening POS
- open a cash session
- work only in allowed branches
This improves accountability for opening balance, closing balance, and session-based cash flow.
Daily transaction flow
SmartBill records business activity through transactions such as:
- sale
- sale return
- purchase
- purchase return
- stock adjustment
- stock transfer
- wastage
- raw material purchase
- production
- deposit
- withdrawal
- transfer between accounts
- expense
These transactions update records, balances, and reports automatically.