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Step-by-Step Setup Roadmap & User Onboarding Guide

This document provides a comprehensive guide on the logical setup order across modules when starting with the MaxSeller platform, explaining how to utilize the built-in Onboarding Setup Checklist and interactive Driver.js Contextual Tours.

🗺️ 1. Module Dependency Graph​

To prevent operational and logical errors (such as selling goods before configuring fund accounts or creating products without a warehouse), the system recommends following this 5-module setup roadmap:

📋 2. Step-by-Step Setup Sequence​

🏢 Module 1: Organization, Branches & Staff​

  1. Initialize Store:
    • Go to Store Configuration $\rightarrow$ Enter brand name, hotline, invoice address.
  2. Setup Warehouses:
    • Go to Warehouses $\rightarrow$ Create at least 1 central or branch warehouse.
  3. Add Employees & Roles:
    • Create accounts for cashiers, warehouse staff, and accountants with tailored RBAC roles.

💳 Module 2: Finance & Cashflow​

  1. Fund & Bank Accounts:
    • Go to Finance $\rightarrow$ Financial Accounts $\rightarrow$ Add cash registers and bank accounts.
  2. Cash Flow Categories:
    • Define income categories (Sales, Refunds) and operational expense categories (Rent, Utilities, Shipping).

📦 Module 3: Catalog & Inventory​

  1. Units & Categories:
    • Define product categories and units of measurement (Pcs, Box, Set).
  2. Products & SKUs:
    • Add products, scan barcodes, assign cost price and retail selling price.
  3. Initial Stock Intake:
    • Create stock inflow vouchers to populate available inventory for immediate selling.

🚚 Module 4: Channels & Shipping​

  1. Connect Shipping Carriers:
    • Link partner carrier accounts (ViettelPost, SPX, GHN) and select default pickup warehouse.
  2. Connect Sales Channels:
    • Link Facebook Fanpages, TikTok Shop, or Shopee for real-time order and message sync.

🛒 Module 5: Sales & POS Operations​

  1. Open POS Shift:
    • Cashier counts and confirms opening drawer cash.
  2. Counter Sales & Checkout:
    • Scan barcodes, select customer, apply discounts, collect payment, and print receipt.
  3. Inventory Audit & Reports:
    • Inspect the Goods Inventory Report to balance physical stock and monitor inventory valuation.

🧭 3. Using In-App Help & Interactive Tours​

1. Header Setup Checklist Popover​

  • Location: Help button ? on the top-right header.
  • Progress Tracking: Live percentage indicator (e.g. 4/10 steps - 40%).
  • Quick Navigation: Click any step to navigate directly to the target configuration page.
  • Manual Toggle: Check off items as you complete them.

2. Contextual Driver.js Guided Tours​

  • First-Time Auto Guide: Automatically highlights key fields and action buttons when visiting a page for the first time.
  • On-Demand Replay: Click the ? button on the header $\rightarrow$ Click "Replay page guide" to restart the tour anytime.