Getting started
MerchMind is a multi-branch business system. You install the apps you need (Catalog, Inventory, Point of Sale, and others), then run day-to-day work from the sidebar.
After you sign in
Section titled “After you sign in”- Dashboard — overview tiles and (for admins) a Getting Started checklist.
- Apps — install modules your business needs if they are not already live.
- 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.
How the apps fit together
Section titled “How the apps fit together”| App | What it is for |
|---|---|
| Catalog | What you sell — items, units, taxes, price lists |
| Inventory | What you have on hand — warehouses, purchases, adjustments |
| POS | Selling at the register — shifts, sales, customers, reports |
| Contacts | Customers (POS) and suppliers (Inventory) in one nav area |
Creating a product in Catalog does not put stock on the shelf. Stock increases when you receive a purchase, post opening stock, or (rarely) correct balances. See Catalog vs stock.
Where to go next
Section titled “Where to go next”- Applications map — what each app covers
- Catalog overview
- Inventory overview
- POS overview
Full documentation is also available from the ERP account menu → Documentation.