Getting Started
Step-by-step guide to get started with the Smart Shelf application.
Getting Started
Learn how to get started with the Smart Shelf application, from your first login to navigating the interface.
First Login
Follow these steps to access your Smart Shelf application for the first time:
1. Access the Application
- Navigate to your Smart Shelf application URL
- You'll see the login screen with sign-in options
2. Create Account or Sign In
- New Users: Click "Sign Up" to create a new account
- Existing Users: Click "Sign In" and enter your credentials
3. Complete Profile Setup
- Fill in your profile information
- Set your preferences (language, timezone, notifications)
- Verify your email address if required
- Complete any organization-specific setup steps
4. Initial Configuration
- Review default settings
- Set up your dashboard preferences
- Configure notification preferences
- Familiarize yourself with the interface
Navigation Overview
The Smart Shelf application uses an intuitive navigation system designed for efficiency and ease of use.
Sidebar Navigation
The application features a collapsible sidebar for main navigation:
Core Modules
- Dashboard: Overview of key metrics and recent activity
- Inventory: Stock levels, movements, and alerts
- Products: Product catalog and category management
- Purchasing: Purchase orders and supplier management
- Sales: Order management and customer information
- Warehouse: Multi-location inventory management
- Analytics: Reports and data analysis
- Admin: User management and system settings
Navigation Features
- Collapsible Design: Minimize sidebar to save screen space
- Icons & Labels: Visual indicators for quick recognition
- Active State: Highlighted current section
- Quick Access: Keyboard shortcuts available
Top Navigation Bar
The top bar provides access to:
- User Profile: Account settings and preferences
- Notifications: System alerts and updates
- Search: Global search across all modules
- Quick Actions: Frequently used functions
Quick Actions
Throughout the interface, you'll find quick action buttons for common tasks:
Universal Quick Actions
- Add New Products: Create product entries
- Create Purchase Orders: Start new purchase orders
- Generate Reports: Access reporting tools
- Scan Barcodes: Launch barcode scanner
- Refresh Data: Update current view
Context-Sensitive Actions
Each module provides relevant quick actions based on your current context:
- Inventory module: Stock adjustments, movements
- Products module: Add variants, bulk operations
- Purchasing module: Supplier contacts, order templates
- Sales module: Customer lookup, order processing
Interface Customization
Dashboard Personalization
- Rearrange dashboard widgets
- Select which metrics to display
- Set default date ranges
- Configure refresh intervals
View Preferences
- Adjust table column visibility
- Set default sorting options
- Configure page sizes
- Save custom filters
Notification Settings
- Choose notification types
- Set delivery preferences (email, in-app)
- Configure alert thresholds
- Schedule report deliveries
Getting Help
In-App Help
- Tooltips: Hover over elements for quick help
- Help Icons: Click for contextual assistance
- Getting Started Tours: Guided walkthroughs for new features
Documentation
- User Guide: Comprehensive documentation (this guide)
- Video Tutorials: Step-by-step video guides
- FAQ: Frequently asked questions
- Release Notes: Latest feature updates
Support Options
- Help Desk: Submit support tickets
- Live Chat: Real-time assistance during business hours
- Knowledge Base: Searchable help articles
- Community Forum: User community discussions
Next Steps
Once you're comfortable with the basics:
- Explore the Dashboard: Get familiar with key metrics
- Set Up Products: Add your product catalog
- Configure Warehouses: Set up your locations
- Add Suppliers: Create supplier profiles
- Start Using Core Features: Begin daily operations
Ready to dive deeper? Continue with the Dashboard Overview to learn about the main interface and key metrics.