Business Operations Guide

Welcome to BigLedger’s comprehensive Business Operations Guide. This documentation will help you master BigLedger’s Business Operating System through a structured learning path designed for users at all levels - from first-time users to experienced administrators.

How to Use This Guide

This guide is organized into logical sections that build upon each other. We recommend following this progression:

  1. Getting Started - Essential first steps and platform orientation
  2. Basic Operations - Fundamental daily tasks and data management
  3. Daily Tasks - Common business operations and routine workflows
  4. Administration - System management and advanced configuration
  5. Reports & Analytics - Business intelligence and data analysis
  6. Industry Solutions - Sector-specific implementations and best practices
  7. Troubleshooting - Problem resolution and support
  8. Best Practices - Expert tips and optimization strategies
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New to BigLedger? Start with Getting Started to understand the platform fundamentals before exploring specific features.

🎯 Interactive Demo Platform

Experience BigLedger hands-on with our comprehensive demo environment.

Interactive Demo Platform
Hands-on guided workflows tailored to your industry
Demo Quick Start
15-minute orientation to get you started
Common Workflows
Essential business processes for all industries

Demo Features: Live environment, industry scenarios, step-by-step guides, sample data

🚀 Getting Started

Your essential first steps with BigLedger’s Business Operating System.

Getting Started Guide
Complete orientation and setup for new BigLedger users
Introduction to BigLedger
Platform overview, key concepts, and getting oriented
Platform Architecture
Understanding BigLedger’s applet-based Business Operating System

Key Topics: Account setup, platform concepts, navigation basics, first-time configuration

📋 Basic Operations

Master fundamental data management and daily operational tasks.

Basic Operations Guide
Core data management and fundamental business tasks
Creating Items
Step-by-step guide to adding products and services
Item Management
Comprehensive product catalog maintenance

Key Topics: Item creation and editing, document types, data management fundamentals

⚡ Daily Tasks

Common business operations performed regularly in BigLedger.

Daily Tasks Guide
Routine business operations and common workflows
Pricing Strategies
Flexible pricing schemes for customer segments
Price Book Management
Comprehensive price list maintenance

Key Topics: Pricing management, transaction processing, inventory operations, customer management

🛠️ Administration

System administration, user management, and advanced configuration.

Administration Guide
System management for BigLedger administrators
User Management
Managing user accounts and permissions
Team Configuration
Organizational structure and role management

Key Topics: User and team management, system configuration, security settings, organizational structure

📊 Reports & Analytics

Business intelligence, reporting, and data analysis capabilities.

Reports & Analytics
Business intelligence and data-driven insights

Key Topics: Standard reports, custom dashboards, data visualization, KPI tracking, automated reporting

🔧 Troubleshooting

Problem resolution and support for common BigLedger issues.

Troubleshooting Guide
Quick solutions to common problems and issues

Key Topics: Common error resolution, performance optimization, browser issues, escalation procedures

🎯 Best Practices

Expert tips and optimization strategies for maximum BigLedger effectiveness.

Best Practices Guide
Expert tips and proven optimization strategies

Key Topics: Implementation best practices, operational excellence, security guidelines, performance optimization

🏭 Industry Solutions

Industry-specific implementations, best practices, and success stories tailored for your business sector.

Industry Solutions Overview
Discover solutions tailored for your specific industry
Automotive & Workshop
Vehicle service management and parts inventory
Food & Beverage
Restaurant operations and multi-branch management

Key Topics: Industry-specific workflows, success stories, specialized features, implementation case studies

💼 Core Business Modules

Explore BigLedger’s comprehensive business functionality organized by operational area.

Financial Management

Master your financial operations with integrated accounting and compliance features:

Sales & Customer Operations

Build strong customer relationships and optimize your sales processes:

Inventory & Supply Chain

Optimize your inventory levels and streamline supply chain operations:

Advanced Features & Integration

E-Commerce & Multi-Channel

AI & Automation

🎯 Learning Path Recommendations

For New Users (Week 1-2)

  1. Complete Getting Started section
  2. Master Basic Operations
  3. Practice with Daily Tasks

For System Administrators (Week 2-4)

  1. Study Administration guide
  2. Configure user management and security
  3. Set up Reports & Analytics

For All Users (Ongoing)

  1. Apply Best Practices
  2. Reference Troubleshooting as needed
  3. Explore relevant business modules
Success Strategy: Most successful implementations follow a phased approach - get core operations working first, then add specialized features gradually as your team becomes comfortable with the platform.

🤝 Getting Help & Support

Support Channels

Learning Resources

  • 📚 Documentation: Comprehensive user guides and tutorials
  • 🎥 Video Library: Step-by-step visual learning resources
  • 👥 Community: Connect with other BigLedger users and experts
  • 🎓 Training: Structured courses and certification programs
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Quick Help: Use the in-app help system (?) available on every page, or start with our Troubleshooting Guide for common issues.

Developer Resources

For technical users and system integrators: