User Guide

Complete guide for using the Smart Shelf application and its features.

Smart Shelf User Guide

Welcome to the comprehensive Smart Shelf user guide. This documentation is organized by functional areas to help you quickly find the information you need.

Quick Start

🚀 Getting Started

Essential first steps to begin using Smart Shelf:

  • First Login: Account setup and initial configuration
  • Navigation: Understanding the interface and menus
  • Quick Actions: Common tasks and shortcuts
  • Help Resources: Finding assistance when needed

📊 Dashboard Overview

Understanding your main interface and key metrics:

  • Key Metrics: Revenue, inventory, and operational indicators
  • Real-time Data: Live activity feeds and updates
  • Customization: Personalizing your dashboard view
  • Quick Actions: Fast access to common functions

Core Operations

📦 Inventory Management

Complete inventory tracking and control:

  • Stock Levels: Monitor current inventory positions
  • Stock Movements: Track inventory transactions
  • Multi-Warehouse: Manage multiple locations
  • Adjustments: Handle inventory corrections
  • Alerts: Low stock and reorder notifications

🏷️ Product Management

Comprehensive product catalog management:

  • Product Information: Maintain detailed product data
  • Categories: Organize products logically
  • Variants: Handle product variations
  • Pricing: Manage cost and selling prices
  • Barcodes: Barcode generation and management

📱 Barcode Scanning

Mobile and web-based scanning operations:

  • Scanning Methods: Camera and manual entry options
  • Supported Formats: Multiple barcode types
  • Operations: Receiving, issuing, counting, transfers
  • Mobile Features: Offline capability and device integration

Business Processes

🛒 Purchasing & Suppliers

Complete procurement and vendor management:

  • Supplier Management: Vendor information and performance
  • Purchase Orders: Order creation and tracking
  • Receiving: Goods receipt and verification
  • Analytics: Supplier performance and cost analysis

💰 Sales Management

Customer relationship and order management:

  • Customer Management: Customer information and history
  • Sales Orders: Order processing and fulfillment
  • Quotations: Quote creation and management
  • Invoicing: Billing and payment tracking

🏢 Warehouse Management

Physical inventory and location management:

  • Warehouse Setup: Multiple location configuration
  • Location Management: Bins, zones, and storage optimization
  • Physical Inventory: Cycle counting and full counts
  • Operations: Receiving, picking, shipping processes

Analytics and Insights

📈 Analytics & Reporting

Business intelligence and reporting tools:

  • Dashboard Analytics: Real-time performance metrics
  • Financial Reports: Revenue and profitability analysis
  • Inventory Analytics: Stock analysis and forecasting
  • Custom Reports: Build your own reports and visualizations

System Administration

⚙️ Administration

System configuration and management:

  • User Management: Create and manage user accounts
  • System Configuration: Business rules and settings
  • Security: Authentication and data protection
  • Maintenance: Backup, recovery, and system health

👤 User Roles & Permissions

Access control and security management:

  • Role Definitions: Understanding different user roles
  • Permission Matrix: Feature and data access levels
  • Custom Roles: Creating organization-specific roles
  • Best Practices: Security and compliance guidelines

Getting Help

📚 Learning Resources

  • Video Tutorials: Step-by-step demonstrations
  • Best Practices: Recommended procedures and workflows
  • FAQ: Frequently asked questions and answers
  • Release Notes: Latest features and updates

🆘 Support Options

  • Help Documentation: Comprehensive help resources
  • Community Forum: User discussions and tips
  • Live Chat: Real-time support during business hours
  • Professional Support: Expert consultation and assistance

🔧 Troubleshooting

Having issues? Check our troubleshooting guide for:

  • Common problems and quick solutions
  • Installation and setup issues
  • Performance optimization tips
  • Error resolution procedures

Feature Overview

Smart Shelf Capabilities

  • Multi-Warehouse: Manage inventory across multiple locations
  • Real-Time Tracking: Live inventory updates and monitoring
  • Mobile Support: Full mobile app with offline capabilities
  • Barcode Integration: Comprehensive scanning and labeling
  • Advanced Analytics: Business intelligence and forecasting
  • Role-Based Security: Granular access control and permissions

Integration Features

  • API Access: Connect with external systems
  • Import/Export: Bulk data operations
  • Third-Party Apps: Integration with popular business tools
  • Webhook Support: Real-time event notifications

This user guide covers all aspects of the Smart Shelf application. Use the navigation above to explore specific topics, or search for particular features using the search function.