Module 03 — Creating & Configuring a Business

Audience: Customer Success & Sales Agents
Goal: Guide a new customer through creating their first business on SmartSell, understanding the dashboard, and setting up their branches.

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1. The Dashboard — Your Starting Point

After logging in, the app lands on the Dashboard (home tab). This screen shows all businesses and warehouses the logged-in user has access to.

For a brand-new user with no business yet, the dashboard shows an empty state with a prompt to create their first business.

The dashboard displays:
- Business cards — each business the user owns or is a member of, showing the business name, type, role badge, branch count, and subscription plan
- Warehouse cards — any warehouses the user manages, showing warehouse name, code, and inventory count
- Add Business button — at the bottom of the screen

Role badges on business cards

The left border color and badge on each business card shows the user's role in that business:
- Gold = Owner
- Blue = Manager
- Green = Sales
Gray = Viewer

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2. Creating a Business

From the Dashboard, tap Add Business (or the Create Business button on the empty state).

The Create Business screen opens with the following fields:

Field	Required	Notes
Business Name	Yes	The name that appears throughout the app and on receipts
Business Type	Yes	Selected from a dropdown (e.g. Retail, Pharmacy, Restaurant)
Currency	Yes	Selected from a dropdown. This sets the currency used in sales and reports
Country	Yes	Selected from a dropdown
Address Line 1	Yes	Physical street address
City	Yes	City where the business is located
Description	No	Optional short description of the business

Once all required fields are filled, tap Create Business.

The app navigates directly to the new business's detail screen.

Agent Note: The Currency field is important to get right at the start. All pricing, reports, and receipts will display in this currency. If a customer selects the wrong currency, they will need to contact support to have it corrected — it cannot be changed freely after products and sales have been created.

Agent Note: Business Type options are fetched from the server, so the device needs an internet connection to load the Create Business screen for the first time.

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3. The Business Detail Screen

After creating a business (or tapping a business card from the Dashboard), the app opens the Business Detail screen. This is the main hub for all operations within that business.

Connection Status

At the top, a colored dot shows the sync status between the app and the server:
- Green dot = Online and synced
- Orange dot = Recently synced but currently offline
- Red dot = Disconnected
- Gray dot = Never synced

KPI Cards (Top Section)

Four summary cards appear at the top:

Card	What it shows	Tap action
Revenue Today	Today's total sales amount + transaction count	Opens the sales list for today
Credits Unpaid	Total outstanding credit amount + count	Opens the credits list
POS / Branches	Number of branches	Opens branch selector or goes directly to POS
Products	Total number of products	Opens the product catalog

Note: If the business has multiple branches, tapping the Revenue or Credits card opens a branch selector menu first so the user can choose which branch to view.

Stock Action Tiles (Middle Section)

Three tiles for stock operations:

Tile	Action
Manage Stock	Search and add stock quantities to a branch
Stock Movements	View a history of all stock in/out movements
Product Catalog	Browse and manage products

Reports & Management Section (Bottom)

Navigation tiles for:

Tile	Action
Reports & Analytics	Sales, inventory, and product reports
Shift Reports	Automated shift-based sales reporting
Manage Employees	Team management

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4. Adding Branches

A Branch represents a physical location of the business. Each branch has its own inventory.

Important: Branch creation is done from the web portal, not the mobile app. Direct the customer to log in at the web portal URL, navigate to their business settings, and add branches from there.

Once a branch is created on the web, it immediately appears in the mobile app — on the Dashboard, in the POS branch selector, and in inventory screens.

How branches affect the mobile app:

• The POS screen always asks which branch you are selling from
• Inventory is tracked separately per branch
• Reports can be filtered by branch
• Employees can be assigned to specific branches

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5. First-Time Business Setup Checklist

Walk every new customer through this checklist after they create their business:

• [ ] Business created with correct name, type, currency, and country
• [ ] At least one branch set up (via web portal)
• [ ] Products added (covered in Module 04)
• [ ] Stock levels set for each branch (covered in Module 04)
• [ ] Team members added with correct roles (covered in Module 06)
• [ ] Subscription plan confirmed and active (covered in Module 10)

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6. Switching Between Businesses

A user can belong to multiple businesses (e.g. an accountant managing two clients, or an owner with two separate business entities).

To switch between businesses:
1. Tap the back arrow or the home tab to return to the Dashboard
2. The Dashboard shows all businesses as separate cards
3. Tap the desired business card to switch to it

There is no "active business" lock — every business card on the Dashboard is independently accessible.

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Summary

Task	Where
Create a business	Dashboard → Add Business
View business KPIs	Business Detail screen (top cards)
Access POS, stock, reports, employees	Business Detail screen (tiles)
Add branches	Web portal (not mobile app)
Switch between businesses	Dashboard

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Previous Module → 02 — Account Registration & Onboarding
Next Module → 04 — Managing Products & Inventory