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Getting Started

Category Updated Aug 4, 2025 Help Categories
Welcome to Sederly!

These guides will help you get started with Sederly quickly and efficiently. Follow these articles in order for the best learning experience.

New to Sederly? Start here! These articles are designed to take you from initial setup to processing your first orders efficiently.

## Getting Started Articles ### Essential Setup Guides
Account Setup and Configuration
8 min read

Complete guide to setting up your organization, branches, and basic system configuration.

  • Organization profile setup
  • Branch configuration
  • User management basics
  • System preferences
Read Article
First Steps Tutorial
10 min read

Complete beginner tutorial covering your first 30 minutes with Sederly.

  • Dashboard overview
  • Essential setup tasks
  • First order creation
  • Basic reporting
Read Article
### Core Functionality Guides
How to Create Your First Order
5 min read

Step-by-step guide to creating your first order from customer selection to receipt printing.

  • Customer information
  • Product selection
  • Payment processing
  • Receipt generation
Read Article
Basic Navigation Guide
7 min read

Learn to navigate Sederly efficiently with shortcuts and navigation patterns.

  • Interface overview
  • Keyboard shortcuts
  • Search and filtering
  • Mobile navigation
Read Article
## Recommended Learning Path ### For New Users
Recommended Order:
  1. Account Setup and Configuration
    Set up your organization and basic settings
  2. First Steps Tutorial
    Complete walkthrough of essential features
  3. Basic Navigation Guide
    Learn to navigate efficiently
  4. Create Your First Order
    Process your first customer transaction
### For Business Owners
Focus Areas:
  • Organization Setup: Configure your business profile and branches
  • User Management: Add team members and assign appropriate roles
  • System Configuration: Set up payment methods and preferences
  • Training: Ensure your team knows how to use the system
### For Staff Members
Essential Skills:
  • Navigation: Learn to move around the system efficiently
  • Order Processing: Master the order creation workflow
  • Customer Service: Handle customer information and requests
  • Problem Solving: Know how to handle common issues
## Quick Start Checklist ### Before You Begin - [ ] You have a Sederly account - [ ] You have your business information ready - [ ] You know who will be using the system - [ ] You have basic product/service information ### Setup Tasks - [ ] Complete organization profile - [ ] Create your first branch - [ ] Add initial team members - [ ] Configure basic settings - [ ] Set up payment methods ### First Operations - [ ] Add a few products/services - [ ] Create a test customer - [ ] Process a sample order - [ ] Print a test receipt - [ ] Generate a basic report ### Training and Adoption - [ ] Train team members on basics - [ ] Create user accounts for staff - [ ] Set up role-based permissions - [ ] Establish daily workflows - [ ] Plan ongoing training ## Common Questions ### Getting Started FAQs **Q: How long does initial setup take?** A: Basic setup typically takes 30-60 minutes. Complete configuration with products and users may take 2-4 hours. **Q: Do I need technical expertise?** A: No technical expertise required. Our guides are designed for business users with step-by-step instructions. **Q: Can I import existing data?** A: Yes, you can import customers, products, and other data. Contact support for assistance with data migration. **Q: What if I make mistakes during setup?** A: Don't worry! Most settings can be changed later. You can always contact support for help correcting any issues. **Q: How do I train my team?** A: Use our help articles as training materials. Consider having team members follow the First Steps Tutorial. ## Next Steps ### After Getting Started Once you've completed the getting started articles, explore these areas: #### **Order Management** - [Creating and Editing Orders](https://sederly.com/help/creating-orders) - [Order Tracking and Status](https://sederly.com/help/order-tracking) - [Payment Processing](https://sederly.com/help/payment-processing) #### **User Management** - [Managing User Accounts and Roles](https://sederly.com/help/managing-users) - [Adding Users](https://sederly.com/help/adding-users) - [Roles and Permissions](https://sederly.com/help/roles-permissions) #### **Technical Setup** - [Setting Up Thermal Printing](https://sederly.com/help/thermal-printing) - [System Settings](https://sederly.com/help/system-settings) - [Integration Setup](https://sederly.com/help/integration-setup) ## Need Help? ### Support Options If you need assistance with getting started: - **Help Center**: Browse our comprehensive help articles - **Contact Support**: Get personalized assistance from our team - **Community Forum**: Connect with other Sederly users - **Video Tutorials**: Watch step-by-step video guides
Contact Support Back to Help Center
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