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| <!DOCTYPE html> | ||
| <html lang="en"> | ||
| <head> | ||
| <meta charset="UTF-8"> | ||
| <meta name="viewport" content="width=device-width, initial-scale=1.0"> | ||
| <title>SalesPilot Application Guide</title> | ||
| <style> | ||
| body { font-family: Arial, sans-serif; line-height: 1.6; } | ||
| h1 { color: #333; } | ||
| h2 { color: #555; } | ||
| p, ul { color: #666; } | ||
| ul { list-style-type: disc; margin-left: 20px; } | ||
| .menu-title { font-weight: bold; color: #444; } | ||
| </style> | ||
| </head> | ||
| <body> | ||
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| <h1>SalesPilot Web Application Guide</h1> | ||
| <p>Welcome to the SalesPilot guide. This application is designed to manage products, sales, inventory, and analytics with a user-friendly menu layout. Use the sections below to understand each feature and menu of SalesPilot.</p> | ||
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| <h2>Product Management</h2> | ||
| <p>To add a new product, follow these steps:</p> | ||
| <ul> | ||
| <li>Enter the product details, including its name, category, unit price, and available stock.</li> | ||
| <li>Once a product is added, its <span class="menu-title">Category</span> and prices will be automatically updated when the page refreshes, displaying the latest details.</li> | ||
| </ul> | ||
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| <h2>Sales Management</h2> | ||
| <p>To record sales transactions, follow these steps:</p> | ||
| <ul> | ||
| <li>Select the product being sold and enter the <strong>unit price</strong>, <strong>sales quantity</strong>, and <strong>total price</strong> based on the quantity and unit price.</li> | ||
| <li>Save the transaction. This data will update in the <span class="menu-title">Sales</span> and <span class="menu-title">Inventory</span> sections, ensuring inventory levels reflect the sale.</li> | ||
| </ul> | ||
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| <h2>Data Categories: Adding and Viewing</h2> | ||
| <p>In addition to products and sales, you can manage other key data categories:</p> | ||
| <ul> | ||
| <li><strong>Products</strong>: Access the <span class="menu-title">Category Menu</span> to view products grouped by category for easier management.</li> | ||
| <li><strong>Sales & Stock</strong>: View and manage all sales transactions and stock levels within the <span class="menu-title">Inventory Menu</span>.</li> | ||
| <li><strong>People</strong>: Manage <strong>Customers</strong>, <strong>Staff</strong>, and <strong>Suppliers</strong> through the <span class="menu-title">People Menu</span>, where you can add or update contact and profile information as needed.</li> | ||
| <li><strong>Expenses</strong>: Record expenses related to sales or inventory operations. This information will be used for financial analytics.</li> | ||
| </ul> | ||
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| <h2>Analytical and Performance Reporting</h2> | ||
| <p>To track key performance indicators, the following sections provide analytical insights and reporting:</p> | ||
| <ul> | ||
| <li><span class="menu-title">Charts and Reports Menu</span>: Access real-time charts and detailed reports, showing overall analytics on product performance, revenue, and profitability.</li> | ||
| <li><span class="menu-title">Performance Analysis</span>: | ||
| <ul> | ||
| <li><strong>Product-Based Sales</strong>: See sales metrics for individual products, helping you identify top-performing items.</li> | ||
| <li><strong>Inventory Metrics</strong>: View available stock, sell-through rates, and inventory turnover for each product.</li> | ||
| <li><strong>Category-Based Sales Metrics</strong>: Analyze sales by product category to assess which categories are contributing most to overall sales.</li> | ||
| </ul> | ||
| </li> | ||
| </ul> | ||
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| <h2>Navigation Summary</h2> | ||
| <p>Here’s an overview of each menu for quick navigation:</p> | ||
| <ul> | ||
| <li><strong>Category Menu</strong>: View and organize products by category.</li> | ||
| <li><strong>Inventory Menu</strong>: Track sales, stock levels, and inventory status.</li> | ||
| <li><strong>People Menu</strong>: Access customer, staff, and supplier profiles.</li> | ||
| <li><strong>Charts and Reports Menu</strong>: View analytics, reports, and charts for sales and inventory insights.</li> | ||
| </ul> | ||
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| <p>This guide will help you efficiently use SalesPilot to manage your inventory, track sales, and analyze performance metrics. For further assistance, please refer to specific feature help sections within each menu.</p> | ||
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| </body> | ||
| </html> |