How to Get Started with B-Cart

First Steps: How to Get Started with B-Cart

Welcome to B-Cart! This guide will help you get started by setting up your account, adding your first products and customers, and creating your first order. Whether you're an admin setting up the system or a user accessing it for daily tasks, we've got you covered.

Step 1: Log In to Your B-Cart Account

1. Go to your B-Cart login page.
2. Enter your email address and password.
3. Click Log In.
   • Admin Tip: If you’re the admin, ensure your team has received their login credentials.

Step 2: Navigate the Dashboard

Once logged in, you'll land on the Dashboard, which provides a snapshot of your orders, customers, and inventory.

• Familiarise yourself with key sections like Orders, Products, and Customers in the left-hand menu.
• Admin Tip: Use the Settings section to customize your account preferences.

Step 3: Add Your First Product

1. Go to the Products section.
2. Click Add Product.
3. Enter details such as the product name, SKU, price, and stock quantity.
4. Save your changes.
   • Admin Tip: Organise your products using categories, brands, or suppliers for easier management.

Step 4: Add Your First Customer

1. Navigate to the Customers section.
2. Click Add Customer.
3. Fill in the customer's name, email, and other details.
4. Save the customer profile.
   • Admin Tip: Assign customers to visibility groups or pricing tiers if needed.

Step 5: Create Your First Order

1. Go to the Orders section.
2. Click New Order.
3. Select a customer and add products to the order.
4. Review the order details and click Submit Order.
   • Admin Tip: Set up delivery profiles and pricing tiers to streamline future orders.

Step 6: Explore Settings and Customisation

1. Visit the Settings menu.
2. Customise your delivery profiles, payment methods, and user roles.
3. Integrate with accounting software like Xero, MYOB, or QuickBooks.

Step 7: Invite Your Team

1. Navigate to Organisation Settings > Users.
2. Add your team members by entering their email addresses and assigning roles (e.g., Admin or User).
   • Admin Tip: Clearly define roles and permissions for effective collaboration.

Step 8: Start Using B-Cart Daily

• Use the Orders section to manage sales.
• Monitor stock and reorder levels in the Products section.
• Keep customer details updated in the Customers section.

Need Help?

If you have any questions, explore our help centre or contact our support team. We're here to make your B-Cart experience seamless and efficient.

Now you’re ready to start using B-Cart to manage your wholesale operations with ease! 🎉