Getting Started with Qvian Suite
Welcome to Qvian Suite! This guide will help you get up and running with your new business management platform.
What is Qvian Suite?
Qvian Suite is an AI-powered business management platform that helps you:
- Process sales quickly and efficiently
- Manage inventory with smart recommendations
- Handle accounting with automated workflows
- Track business performance with real-time insights
First Time Setup
1. Account Access
Your Qvian Suite account has been set up by your administrator. You should have received:
- Login URL: Your organization's Qvian Suite address
- Username: Your unique login credentials
- Temporary Password: Change this on first login
2. First Login
- Go to your organization's Qvian Suite URL
- Enter your username and temporary password
- Change your password when prompted
- Complete your profile information
3. Understanding Your Dashboard
After logging in, you'll see your main dashboard with:
- Quick actions for common tasks
- Recent activity from your business
- Key metrics and performance indicators
- Navigation menu to access different features
Your Role in Qvian Suite
Depending on your role, you'll have access to different features:
🏪 Cashier/Sales Staff
- Process customer transactions
- Handle returns and exchanges
- Look up product information
- Manage customer accounts
👔 Store Manager
- Oversee daily operations
- Review sales reports
- Manage staff and permissions
- Monitor inventory levels
💰 Accountant/Bookkeeper
- Review financial transactions
- Generate reports
- Manage accounts and reconciliation
- Handle tax preparation
→ Accountant Quick Start Guide
👤 Business Owner
- View business performance
- Access analytics and insights
- Configure system settings
- Manage user access
Essential First Steps
1. Learn the Navigation
- Main Menu: Access all features from the left sidebar
- Search: Find anything quickly using the search bar
- Help: Click the "?" icon for context-sensitive help
- Profile: Access your settings from the top-right corner
2. Try Basic Functions
Start with these essential tasks:
- Browse the dashboard to understand your business overview
- Process a test transaction (if you're handling sales)
- View reports to see your business data
- Update your profile and notification preferences
3. Explore AI Features
Qvian Suite includes AI assistance throughout:
- Smart suggestions for products and customers
- Automated categorization of transactions
- Predictive insights for inventory and sales
- Intelligent recommendations for business decisions
Getting Help
In-App Help
- Help tooltips: Hover over "?" icons for quick tips
- Guided tours: Look for "Take a tour" buttons
- Context help: Right-click for relevant help options
Documentation
- Feature guides: Detailed instructions for each feature
- Video tutorials: Watch step-by-step demonstrations
- FAQ: Quick answers to common questions
Support
- Live chat: Get instant help during business hours
- Email support: Send detailed questions to support@qvian.com
- Phone support: Call for urgent issues
- Training sessions: Schedule one-on-one or group training
What's Next?
Now that you're set up, explore these areas based on your role:
- Complete your profile and preferences
- Take a feature tour of your main work areas
- Practice common tasks in a safe environment
- Connect with your team and understand your workflow
- Schedule training if you need additional help
Ready to dive deeper? Choose your role above to get specific guidance, or explore our Features section to learn about specific capabilities.
Need immediate help? Our support team is here to assist you - just click the chat icon in the bottom right corner!