Welcome to Jarbas! 🎉 We’re excited to help you manage your business with ease and efficiency. To make your onboarding experience smoother, here’s a step-by-step guide covering the essentials you need to start using Jarbas confidently.
1. Add Your Customers
Creating customer profiles is a crucial first step. It helps you track sales, manage payments, and build a detailed purchase history for each client. This makes your business more organized and your service more personalized.
2. Register Your Products
Adding your products to Jarbas is essential for managing your inventory and processing sales. You can add products one by one or import a bulk list to save time.
🔗 How
to Add Products?
🔗 How
to Import All My Products at Once? (Bulk Import)
3. Make Your First Sale
Start recording your sales by creating an order in Jarbas. Whether it’s a quick transaction or a detailed order, Jarbas has you covered.
🔗 How
to Place an Order in Jarbas?
🔗 How
to Make a Quick Sale in Jarbas?
4. Set Up Payment Options
Offer your customers flexible payment methods like upfront payments, installments, or credit. This makes checkout easier and enhances the buying experience.
🔗 How
to Process Installment Payments?
🔗 How
to Make a Sale on Credit? - Part 1
🔗 How
to Make a Sale on Credit? - Part 2
5. Set Up Your Online Catalog
If you sell online—or plan to—setting up Jarbas’ online catalog is a must. It allows your customers to browse your products and place orders directly through WhatsApp, Facebook, or Instagram.
🔗 How to Set Up Your Online Catalog?
6. Explore Financial Reports
It’s never too early to keep an eye on your business performance. Jarbas’ financial reports provide insights that help you make informed decisions and stay on track.
🔗 How to View Financial Reports in Jarbas?
Pro Tip: Get Organized with Jarbas!
Jarbas is designed to simplify your daily operations, from managing customers and products to tracking sales and payments. The app is intuitive and easy to use, but if you ever get stuck, our Help Center is here to assist you.