Quick Start

Use this guide to get your business ready for daily billing in the correct operating mode.

Before you begin

Make sure you have:

• your SmartBill POS login details
• your business name and contact details
• the correct business type or system_mode
• a list of products you want to sell
• branch or location details
• your receipt printer ready, if you plan to print receipts

Tip: Do not skip the mode decision. In SmartBill POS, the business mode controls which fields, checks, and workflows appear across the system.

First-day setup checklist

1. Sign in to SmartBill POS.
2. Create or review the business record.
3. Select the correct system_mode.
4. Add branches or locations.
5. Add users and assign staff roles.
6. Create categories, brands, units, taxes, and finance accounts.
7. Add products using the correct mode-specific fields.
8. Add stock through opening stock, purchase, raw material purchase, or production.
9. If needed, create tables, raw materials, recipes, or assets.
10. Connect and test your receipt printer.
11. Create a test sale or order.

Recommended setup order

Start with the business mode before you add products. A wrong mode leads to the wrong product fields, the wrong billing behavior, and missing operational features.

After the mode is correct, complete the shared setup in this order:

1. business
2. branches
3. users
4. categories, brands, units, and taxes
5. finance accounts
6. products
7. stock
8. mode-specific records such as tables, raw materials, recipes, or assets
9. billing test

This order keeps later pages consistent because Product Create, Billing Page, Sale Create, Purchase Create, and stock pages all read the selected business mode.

Use one full test sale before the first business day so you can confirm products, totals, and receipt printing together.

After setup

Continue with:

• System Modes Overview
• Managing Products
• Creating Your First Sale