Personal Information
- Update display name
- Set profile picture
- Configure contact info
Regional Settings
- Language: English
- Date format: MM/DD/YYYY
- Currency display: USD
- Number format: 1,234.56
Save Changes
- Click “Save Profile”
- Changes apply immediately

💡 Part 4: Core Concepts

Understanding BigLedger Architecture

Key Concept: BigLedger uses a modular architecture where Applets are functional components that can be used across multiple Modules (business areas).

Essential Terminology

Term	Definition	Example
Tenant	Your company instance	demo-v1
Module	Business functional area	Sales, Inventory
Applet	Reusable component	Tax Configuration
Document	Business transaction	Invoice, PO
Workflow	Automated process	Approval chain
Master Data	Core business data	Customers, Items

🚀 Part 5: Your First Transaction

Creating a Sample Sales Order

Getting to Sales Orders

Click Sales in main menu
Select Sales Orders
You’ll see existing orders list
Click New Sales Order button (top right)

📊 Part 6: Basic Reporting

Generating Your First Report

Navigate to Reports
- Click “Reports” in main menu
- Select “Sales Reports”
Choose Report Type
- Select “Sales Summary”
- Set date range: This Month
Configure Options
- Group by: Customer
- Include: All products
- Format: PDF
Generate & Export
- Click “Generate Report”
- Preview results
- Export as needed

🎯 Part 7: Practice Exercises

Essential Skills Checklist

Complete these exercises to build confidence:

🚦 Part 8: Common Tasks Quick Reference

Frequently Used Features

Creating Documents

Orders, invoices, quotes

Managing Inventory

Stock checks, adjustments

Processing Payments

Receipts, refunds, credits

Running Reports

Analytics, exports, dashboards

Keyboard Shortcuts

Action	Shortcut	Description
Quick Search	Ctrl + K	Search anything
Save	Ctrl + S	Save current form
New Record	Ctrl + N	Create new item
Refresh	F5	Reload current page
Help	F1	Open help docs

💡 Tips for Demo Success

Best Practices

Demo Success Tips:

Start simple - Master basics before advanced features
Use sample data - Don’t worry about making mistakes
Explore freely - Click around and discover features
Take notes - Document questions for sales team
Try workflows - Complete end-to-end processes

Common Questions

Q: Can I break anything in the demo? A: No! The demo resets daily, so experiment freely.

Q: How do I undo changes? A: Most actions have an “undo” or “reverse” option. Check the action menu.

Q: Where can I find help? A: Click the (?) icon on any page or press F1 for contextual help.

🎓 Next Steps

You’ve Completed the Basics!

Now you’re ready to explore:

Common Business Workflows
- Learn standard business processes
- Master financial operations
Industry-Specific Demos
- Retail - POS and inventory
- Manufacturing - Production workflows
- Services - Project management
- F&B - Restaurant operations
Advanced Features
- Automation rules
- Custom workflows
- Integration options

📝 Quick Reference Card

Essential Information

Demo Access

URL: https://demo-v1.bigledger.com
Admin: demo-admin / Demo2025!
Reset: Daily at midnight

Remember: The demo environment is your playground. The more you explore, the better you’ll understand BigLedger’s capabilities. Don’t hesitate to try everything!

✅ Completion Checklist

Track your progress:

Successfully logged into demo
Navigated main menu sections
Customized dashboard
Set user preferences
Created first transaction
Generated a report
Completed practice exercises
Ready for industry demos

Congratulations! You’re now ready to explore BigLedger’s full capabilities through our industry-specific demo guides.