Getting started

MerchMind is a multi-branch business system. Each branch runs one vertical — retail, pharmacy, or restaurant (retail and restaurant can share a branch; pharmacy always stands alone) — and the register, sidebar, and daily flow adapt to it. Everything you do lives under the sidebar, organized around running that business rather than around separate installed products.

After you sign in

1. Dashboard — overview tiles and (for admins) a Getting Started checklist.
2. Pick your vertical(s) — assign retail, pharmacy, and/or restaurant to each branch, if not already set up.
3. Settings & users — invite staff and assign roles when you are ready to share access.

If you are an admin, complete the checklist on the dashboard (create products, set up POS, etc.). Staff can open Application tour from the account menu for a short walk through the main areas.

Follow your vertical’s guide

Each guide below walks through everything from a fresh branch to a normal working day — building the catalog, bringing in stock, adding customers, selling, and closing out:

• Retail — counter till, held tabs, quotations, credit, warranties
• Pharmacy — dispense register, patients, prescriptions, controlled substances
• Restaurant — dining layout, kitchen display, table service

Behind the scenes the sidebar still groups things like catalog items, stock, and the register into their own areas — but you’ll rarely need to think about them as separate products. Creating a product does not put stock on the shelf by itself; stock increases when you receive a purchase, post opening stock, or (rarely) correct balances. See Catalog vs stock.

Where to go next

Once you’re through your vertical’s guide, the Guides section in the sidebar has the full mechanics for any single process (pricing, purchases, payments, reports, and more) if you need more depth on one step.

Full documentation is also available from the ERP account menu → Documentation.