User Guide
How to get the most out of BizRec.
Contents
Getting Started
[Placeholder] Create your account, set up your business profile, and invite your first team member. Walk through the onboarding flow to get your business name, industry, and currency configured.
- Register at /register
- Create your business in the onboarding wizard
- You are now the admin of your business
Add Products
[Placeholder] Navigate to Products → New Product. Fill in the name, selling price, estimated unit cost, and set whether to track stock. Add product variants (e.g. size, colour) from the product detail page.
Record Sales
[Placeholder] Go to Sales → New Sale. Pick the product and quantity. The system calculates revenue and estimated cost automatically and updates stock.
Scan Receipts
[Placeholder] Use Receipts → Scan to photograph a receipt. The system reads the text and auto-classifies it (direct cost, overhead, asset purchase). Review unclassified receipts in the Review Queue.
View Dashboard
[Placeholder] The dashboard shows your total sales, direct costs, overhead, and net profit for the selected period. A business health panel highlights whether capital levels are healthy.
Customer Orders
[Placeholder] Create an order under Orders → New Order. A unique tracking link is generated. Share it with your customer. They can follow real-time status updates without logging in.
Manage Team
[Placeholder] Go to Settings → Users. Add team members and assign them a role: Staff (can record sales and receipts) or Viewer (read-only dashboard access).