Getting Started with SmartSell

Complete guide to setting up your SmartSell account and getting started

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:

  1. 1
    Visit the signup page

    Go to the SmartSell homepage and click 'Sign Up' or 'Get Started'

  2. 2
    Enter your information

    Provide your full name, email address, and create a strong password

  3. 3
    Verify your email

    Check your email inbox and click the verification link we sent you

  4. 4
    Choose your plan

    Select a subscription plan that fits your business needs (you can always change this later)

Pro Tip

Use a business email address if you have one - this makes it easier to manage your account and receive important notifications.

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

  1. Navigate to Products → Add Product
  2. Fill in the product details:
    • Product Name
    • Category
    • Cost Price (what you paid for it)
    • Selling Price (what customers pay)
    • Initial Stock Quantity
  3. Add a product image if you have one
  4. Click 'Save Product'

Option B: Bulk Upload Products

If you have many products, it's faster to upload them all at once:

  1. Go to Products → Bulk Upload
  2. Download the sample CSV template
  3. Fill in your product information in the template
  4. Upload your completed 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: Set Up Your First Branch

Branches in SmartSell represent your physical locations. Even if you only have one store, you'll need to set up at least one branch to use the POS system.

Branch Setup Steps:

  1. 1
    Go to Branches → Add Branch
  2. 2
    Enter branch information:
    • • Branch Name (e.g., 'Main Store', 'Downtown Location')
    • • Address
    • • Phone Number
    • • Manager (yourself for now)
  3. 3
    Set initial stock levels

    Assign products to this branch and set how many you have in stock

Step 5: Invite Team Members (Optional)

If you have employees who will use SmartSell, you can invite them to join your business account:

  1. Go to Team → Invite Member
  2. 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
  3. They'll receive an email invitation to join

Step 6: Make Your First Sale

Now you're ready to process your first sale through the POS system!

Processing a Sale:

  1. 1
    Open the POS system

    Click on 'POS' in the main navigation

  2. 2
    Select your branch

    Choose which location you're selling from

  3. 3
    Add products to cart

    Search for products and click to add them to the customer's order

  4. 4
    Review the total

    Check that all items and quantities are correct

  5. 5
    Process payment

    Select payment method (cash, card, mobile money) and complete the transaction

  6. 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
Learn more →

Inventory Management

  • • Stock level tracking
  • • Low stock alerts
  • • Supplier management
  • • Stock transfers between branches
Learn more →

Business Analytics

  • • Sales reports
  • • Profit analysis
  • • Best-selling products
  • • Staff performance
Learn more →

Multi-Branch Operations

  • • Adding more locations
  • • Staff role management
  • • Cross-branch reporting
  • • Centralized inventory control
Learn more →

Need Help?

If you run into any issues or have questions during setup, our support team is here to help:

Email Support Phone Support

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