Getting Started with Demo

Welcome to your BigLedger demo journey! This guide will help you get comfortable with the platform before exploring industry-specific workflows.

🚀 15-Minute Quick Start

Master BigLedger Basics

Essential orientation for first-time users

🎯 Before You Begin

Setting Up Your Demo Session

Pro Tip: Open two browser tabs side-by-side:

  • Tab 1: This guide (keep it open for reference)
  • Tab 2: Demo Environment (for hands-on practice)

Your Demo Credentials

RoleUsernamePasswordBest For
Admindemo-adminDemo2025!Full exploration
Accountantdemo-accDemo2025!Financial workflows
Salesdemo-salesDemo2025!Sales processes

📚 Part 1: First Login & Navigation

Step 1: Access the Demo Environment

1. Open Demo Site

2. Enter Credentials

  • Username: demo-admin
  • Password: Demo2025!
  • Click “Sign In”

3. First Login Success

  • Dashboard loads with sample data
  • Notice the main menu on the left
  • Top bar shows notifications and user profile

Main Menu Structure

  • Dashboard: Home screen with KPIs
  • Sales: Customer and order management
  • Purchasing: Vendor and procurement
  • Inventory: Stock management
  • Accounting: Financial operations
  • Reports: Analytics and insights
  • Settings: System configuration

Navigation Tips

  • Click menu items to expand sub-menus
  • Use breadcrumbs to track location
  • Star frequently used pages

Key Interface Elements

  1. Top Navigation Bar

    • Company selector (if multi-company)
    • Quick search (Ctrl+K)
    • Notifications bell
    • User profile menu

  2. Left Sidebar

    • Collapsible main menu
    • Module navigation
    • Quick access favorites

  3. Main Content Area

    • Page title and actions
    • Data grids and forms
    • Tab navigation for related data

  4. Action Buttons

    • Primary actions (blue)
    • Secondary actions (gray)
    • Danger actions (red)

🎨 Part 2: Understanding the Dashboard

Dashboard Components

KPI Widgets
Key metrics at a glance - sales, cash flow, inventory levels
Activity Feed
Recent transactions and system events in real-time
Quick Actions
Shortcuts to frequently used features and workflows
Analytics Charts
Visual representation of business trends and patterns

Customizing Your Dashboard

  1. Click “Customize Dashboard” (top right)
  2. Drag widgets to rearrange layout
  3. Add/remove widgets from the widget library
  4. Save layout for future sessions

🔧 Part 3: Basic Configuration

Step 2: Set Your Preferences

Navigate to: Settings > My Profile

  1. Personal Information

    • Update display name
    • Set profile picture
    • Configure contact info

  2. Regional Settings

    • Language: English
    • Date format: MM/DD/YYYY
    • Currency display: USD
    • Number format: 1,234.56

  3. Save Changes

    • Click “Save Profile”
    • Changes apply immediately

Navigate to: Settings > Display

  1. Theme Selection

    • Light mode (default)
    • Dark mode
    • Auto (follows system)

  2. Layout Options

    • Compact view
    • Comfortable view
    • Grid density settings

  3. List Preferences

    • Records per page: 25
    • Default sort order
    • Column visibility

Navigate to: Settings > Notifications

  1. Email Alerts

    • Order confirmations
    • Low stock warnings
    • Payment reminders

  2. In-App Notifications

    • Task assignments
    • Approval requests
    • System updates

  3. Frequency Settings

    • Real-time
    • Daily digest
    • Weekly summary

💡 Part 4: Core Concepts

Understanding BigLedger Architecture

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

Essential Terminology

TermDefinitionExample
TenantYour company instancedemo-v1
ModuleBusiness functional areaSales, Inventory
AppletReusable componentTax Configuration
DocumentBusiness transactionInvoice, PO
WorkflowAutomated processApproval chain
Master DataCore business dataCustomers, Items

🚀 Part 5: Your First Transaction

Creating a Sample Sales Order

Getting to Sales Orders

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

Enter Order Details

  1. Customer Section

    • Search: Type “ACME”
    • Select: “ACME Corporation”
    • Notice address auto-fills

  2. Add Line Items

    • Click “Add Item”
    • Search: “PROD-001”
    • Quantity: 10
    • Price auto-populates

  3. Order Information

    • Delivery date: Tomorrow
    • Payment terms: Net 30
    • Notes: “Demo order”

Save and Process

  1. Click Save Draft

    • Order number generates
    • Status shows “Draft”

  2. Click Submit for Approval

    • Status changes to “Pending”
    • Notification sent

  3. Click Approve (as admin)

    • Status: “Approved”
    • Ready for fulfillment

Verify Your Work

  1. Check Order List

    • Your order appears at top
    • Status shows correctly

  2. View Order Details

    • Click order number
    • Review all information

  3. Check Activity Log

    • See creation timestamp
    • Review approval history

📊 Part 6: Basic Reporting

Generating Your First Report

  1. Navigate to Reports

    • Click “Reports” in main menu
    • Select “Sales Reports”

  2. Choose Report Type

    • Select “Sales Summary”
    • Set date range: This Month

  3. Configure Options

    • Group by: Customer
    • Include: All products
    • Format: PDF

  4. Generate & Export

    • Click “Generate Report”
    • Preview results
    • Export as needed

🎯 Part 7: Practice Exercises

Essential Skills Checklist

Complete these exercises to build confidence:

Navigation Mastery

  • Find customer list
  • Locate inventory levels
  • Access user settings
  • Open help documentation
  • Use quick search (Ctrl+K)

Data Entry Practice

  • Create a new customer
  • Add a product/item
  • Enter a purchase order
  • Record a payment
  • Update contact info

Search & Filter Skills

  • Filter orders by date
  • Search customers by name
  • Find products by category
  • Locate specific invoices
  • Use advanced filters

Report Generation

  • Run sales report
  • Generate inventory list
  • Export customer data
  • Create P&L statement
  • Schedule automated report

🚦 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

ActionShortcutDescription
Quick SearchCtrl + KSearch anything
SaveCtrl + SSave current form
New RecordCtrl + NCreate new item
RefreshF5Reload current page
HelpF1Open help docs

💡 Tips for Demo Success

Best Practices

Demo Success Tips:

  1. Start simple - Master basics before advanced features
  2. Use sample data - Don’t worry about making mistakes
  3. Explore freely - Click around and discover features
  4. Take notes - Document questions for sales team
  5. 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:

  1. Common Business Workflows

    • Learn standard business processes
    • Master financial operations

  2. Industry-Specific Demos

  3. Advanced Features

    • Automation rules
    • Custom workflows
    • Integration options

📝 Quick Reference Card

Essential Information

Demo Access

Support Channels

Learning Materials

  • This guide: Bookmark for reference
  • Videos: Available in Help menu
  • Documentation: Full wiki access
  • Webinars: Weekly sessions
ℹ️
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.