Getting Started
Overview
The Getting Started section include basic settings that the admin must configure while setting up the application. All these settings can be found in their respective sections also.
On clicking on any tab, it will take us to the respective section. Here, on every section there is a NEXT button. By clicking on it, the user will jump to the next section automatically which in other words is Getting Started sections in a sequential manner. In the end, there will be a Finish button. On clicking it, the completion bar will become 100% and the system will take the user to the settings page.
If the Getting started section is not completed, then it will always open in direct view when the user clicks on settings icon, while if the status bar is 100% and green, then it will show in collapsed mode only.
The completion bar displays the percentage of completion of listed settings in green.
Accessing Getting Started Section
Once the user logs into the automation platform, he can access the getting started section through the following ways:
- Click on the getting started icon provided on the top right corner of the automation platform screen. The icon looks like the below:
Or,
- Click on the setting section icon provided next to the getting started icon on the top right corner of the automation platform screen. The icon looks like the below:
By default, whenever the user logs into the automation platform and the getting started section is not completed, a pop-up will appear.
The start button will redirect the user to getting started section.
Following settings can be configured in the Getting Started section:
1. Brand Settings
Through this section, the admin can manage the basic brand settings of his company.
- Click on Brand Settings on the Getting Started page.
- This will open the Edit Venture.
- Fill in the necessary details related to your company. Click here to know in detail.
- Click on Update to update the settings or Cancel if you do not wish to make the changes.
- Click on Next to go the next section in the Getting Started section or click on setting icon to return to settings.
2. Currency Settings
Through this section, the admin can manage his currency settings like defining the currency in which he will be making the transactions.
- Click on Currency Settings on the Getting Started page.
- This will open the Currency section. Here the admin can add, edit or delete currencies. Click here to know it in detail.
- Click on Next to go next section on the getting started section or click on setting icon to return to settings.
- The Previous button will take you to the previous setting in the list.
3. Products & Pricing
- Click on Product & Pricing setting on the getting started section.
- From here, you can configure the product type and product that you want to sell. Click here to know in detail.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
4. Tax Structure
- Click on the Tax Structure settings to make changes to the tax structure of your company.
- This will open the tax group section with details given in the following sequence – Tax Group Name - Tax Types - Taxes Applicable On - Country - Taxes Applicable on State - Action.
- The admin can add tax group from this section and even define tax types. Click here to know more in detail.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
5. Payment Gateways
- Click on the payment gateways to edit payment gateways.
- Select a payment gateway from the available options and click on activate.
- Enter offline payment mode details and click on save in case of Pay by Offline Mode.
- Edit details of the selected payment gateway. Click here to know in-depth the management of payment gateways in the automation platform.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
6. Email Templates
- Click on the email templates settings in the getting started section.
- The email templates list is provided in the following sequence – Format Name - Email Subject - Venture - Sender’s Email ID - Destination Email ID - Action.
- The admin can edit the master email setting by clicking on the Email Template button.
- Click on New Email template to add a new template. Click here to know in detail the management of email templates in the automation platform.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
7. Order Settings
- Click on Order Settings in the Getting Started page.
- This will open the order setting page.
- The admin can define the order number format and next order number here. Click here to know in detail about order management in automation platform.
- Click on Submit to apply the changes or Cancel if you do not wish to make the changes.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
8. Invoice Settings
- Click on Invoice Settings in the getting started section.
- Select the venture (if you have different business units selling different products) which you want to edit. Click here to know in detail about invoice settings management in the automation platform.
- Click on Next to go to the next section on the getting started page or click on setting icon on the top to return to settings.
- Click on Previous to go the previous section in the getting started page.
9. Receipt Settings
- Click on Receipt settings in the getting started section.
- Change the Receipt number format if you want to and define the next receipt number. Click here to know in detail about receipt settings management in the automation platform.
- Click on Submit to apply the changes or cancel if you do not wish to make the changes.
- Click on finish to complete the process.
- Click on previous to go the previous section in the getting started page.