Getting Started with SmartSell
Complete guide to setting up your SmartSell account and getting started
Video Tutorial
Watch this comprehensive video guide to see exactly how to get started with SmartSell in less than 20 minutes:
This tutorial covers account creation, business setup, adding products, and making your first sale.
Welcome to SmartSell!
This guide will take you through everything you need to know to get your business up and running on SmartSell. Follow each step in order for the best experience.
What You'll Learn
- • How to create your SmartSell account
- • Setting up your business profile
- • Adding your first products
- • Setting up your first branch
- • Inviting team members
- • Making your first sale
Step 1: Create Your SmartSell Account
Getting started with SmartSell is quick and easy. Here's how to create your account:
Account Creation Steps:
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1
Visit the signup page
Go to the SmartSell homepage and click 'Sign Up' or 'Get Started'
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2
Enter your phone number
Provide your phone number to get started
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3
Verify with WhatsApp
You'll receive a verification code via WhatsApp. Enter this code to verify your phone number
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4
Complete your account
Provide your full name, email address, create a strong password, and choose your subscription plan
Pro Tip
Use a phone number that you have easy access to, as you'll need it for WhatsApp verification. You can update your business email and other contact information after account creation.
Step 2: Set Up Your Business Profile
Once your account is created, you'll need to set up your business profile. This information helps SmartSell customize your experience and ensures your receipts and reports look professional.
Business Profile Information:
- Business Name: The official name of your business as customers will see it
- Business Type: Select from retail, restaurant, pharmacy, etc.
- Address: Your main business address
- Phone Number: Main contact number for your business
- Tax Information: VAT number or tax ID if applicable
- Currency: The currency you do business in
- Logo: Upload your business logo (optional but recommended)
Step 3: Add Your First Products
Before you can start selling, you need to add products to your inventory. You can add products one by one or upload many at once using a spreadsheet.
Option A: Add Products One by One
- Navigate to Products → Add Product
- Fill in the product details:
- Product Name
- Category
- Cost Price (what you paid for it)
- Selling Price (what customers pay)
- Initial Stock Quantity
- Add a product image if you have one
- Click 'Save Product'
Option B: Bulk Upload Products
If you have many products, it's faster to upload them all at once:
- Go to Products → Bulk Upload
- Download the sample Excel template
- Fill in your product information in the template
- Upload your completed Excel file
Important
Make sure your selling prices include any taxes you need to collect. SmartSell can help calculate taxes automatically if you set it up in your business settings.
Step 4: Invite Team Members (Optional)
If you have employees who will use SmartSell, you can invite them to join your business account:
- Go to Team → Invite Member
- Enter their email address and select their role:
- Sales Agent: Can use POS system to make sales
- Manager: Can manage inventory, view reports, and supervise sales
- Owner: Full access to all features
- They'll receive an email invitation to join
Step 5: Make Your First Sale
Now you're ready to process your first sale through the POS system!
Processing a Sale:
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1
Open the POS system
Click on 'POS' in the main navigation
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2
Select your branch
Choose which location you're selling from
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3
Add products to cart
Search for products and click to add them to the customer's order
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4
Review the total
Check that all items and quantities are correct
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5
Process payment
Select payment method (cash, card, mobile money) and complete the transaction
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6
Print receipt
Give the customer their receipt
Congratulations!
You've successfully set up SmartSell and are ready to grow your business! Your inventory will automatically update when you make sales, and you can view reports to track your performance.
Next Steps
Now that you're up and running, here are some additional features you might want to explore:
Advanced POS Features
- • Barcode scanning
- • Discounts and promotions
- • Customer management
- • Credit sales tracking
Inventory Management
- • Stock level tracking
- • Low stock alerts
- • Supplier management
- • Stock transfers between branches
Business Analytics
- • Sales reports
- • Profit analysis
- • Best-selling products
- • Staff performance
Multi-Branch Operations
- • Adding more locations
- • Staff role management
- • Cross-branch reporting
- • Centralized inventory control
Need Help?
If you run into any issues or have questions during setup, our support team is here to help:
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