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docs/user-guides/getting-started.md

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+# Getting Started Guide
+
+Welcome to the Multi-Tenant SaaS Platform for Malaysian SMEs! This guide will help you get up and running quickly.
+
+## First Steps
+
+### 1. Account Creation
+
+#### Step 1: Register Your Account
+1. Go to [https://app.yourplatform.com/register](https://app.yourplatform.com/register)
+2. Enter your business email address
+3. Create a strong password (minimum 8 characters)
+4. Click "Register" to create your account
+
+#### Step 2: Email Verification
+1. Check your email for a verification message
+2. Click the verification link in the email
+3. If you don't see the email, check your spam folder
+4. Request a new verification email if needed
+
+#### Step 3: Complete Your Profile
+1. Log in to your account
+2. Complete your personal information:
+   - Full name
+   - Phone number (Malaysian format: +60123456789)
+   - Company name
+   - Job title
+
+### 2. Business Setup
+
+#### Step 1: Business Information
+Provide your business details:
+- **Business Name**: Your registered business name
+- **Business Type**: Select from retail, healthcare, education, logistics, or beauty
+- **Registration Number**: Malaysian business registration number (SSM)
+- **Business Address**: Complete Malaysian address format
+- **Contact Information**: Business phone and email
+
+#### Step 2: Choose Your Module
+Select the industry module that matches your business:
+- **Retail**: Product sales, inventory management, customer loyalty
+- **Healthcare**: Patient management, appointments, medical records
+- **Education**: Student management, class scheduling, enrollment
+- **Logistics**: Shipment tracking, vehicle management, delivery
+- **Beauty**: Client management, service booking, appointments
+
+#### Step 3: Configure Basic Settings
+Set up essential business settings:
+- **Currency**: Malaysian Ringgit (MYR)
+- **Timezone**: Asia/Kuala Lumpur (UTC+8)
+- **Language**: English, Bahasa Malaysia, or Chinese
+- **SST Rate**: 6% (default for Malaysian businesses)
+
+### 3. Module Configuration
+
+#### Retail Module Setup
+If you chose the Retail module:
+1. **Product Categories**: Set up your product categories
+2. **Tax Settings**: Configure SST rates
+3. **Payment Methods**: Enable Malaysian payment options:
+   - Touch 'n Go
+   - GrabPay
+   - Online banking (Maybank2U, CIMB Clicks)
+   - Credit/Debit cards
+4. **Inventory Settings**: Set up stock alerts and reordering
+
+#### Healthcare Module Setup
+If you chose the Healthcare module:
+1. **Practice Information**: Clinic/hospital details
+2. **Staff Management**: Add healthcare practitioners
+3. **Service Categories**: Medical services offered
+4. **Appointment Settings**: Configure scheduling rules
+5. **Insurance Integration**: Set up Malaysian insurance providers
+
+#### Education Module Setup
+If you chose the Education module:
+1. **Institution Details**: School/institution information
+2. **Academic Year**: Set up academic calendar
+3. **Grade Levels**: Configure Malaysian education levels
+4. **Staff Management**: Add teachers and administrators
+5. **Fee Structure**: Set up tuition and other fees
+
+#### Logistics Module Setup
+If you chose the Logistics module:
+1. **Fleet Information**: Add vehicles and drivers
+2. **Service Areas**: Define delivery regions
+3. **Rate Settings**: Configure delivery charges
+4. **Tracking Setup**: Enable GPS tracking
+5. **Malaysian Compliance**: PUSPAKOM and road tax
+
+#### Beauty Module Setup
+If you chose the Beauty module:
+1. **Salon Information**: Business details and services
+2. **Staff Management**: Add therapists and specialists
+3. **Service Menu**: Configure beauty treatments and pricing
+4. **Appointment Settings**: Set up booking rules
+5. **KKM Compliance**: Configure beauty industry regulations
+
+### 4. Data Import (Optional)
+
+#### Import Existing Data
+If you have existing business data:
+1. **Prepare Your Data**: Use provided CSV templates
+2. **Upload Files**: Import through the dashboard
+3. **Map Fields**: Match your data to platform fields
+4. **Review and Confirm**: Verify data accuracy
+
+#### Supported Import Types
+- Customer lists
+- Product catalogs
+- Patient records
+- Student information
+- Vehicle details
+- Service menus
+
+### 5. User Management
+
+#### Add Team Members
+1. **Invite Users**: Send invitations to team members
+2. **Set Permissions**: Assign appropriate access levels
+3. **Configure Roles**: Create custom roles for your organization
+4. **Set Up Notifications**: Configure email and SMS alerts
+
+#### User Roles and Permissions
+- **Administrator**: Full system access
+- **Manager**: Department-level access
+- **Staff**: Limited access to specific functions
+- **Viewer**: Read-only access
+
+### 6. Payment Setup
+
+#### Configure Payment Gateways
+Set up Malaysian payment methods:
+1. **Touch 'n Go**: Business account setup
+2. **GrabPay**: Merchant account configuration
+3. **Online Banking**: Bank integration setup
+4. **Credit Cards**: Payment processor setup
+
+#### SST Configuration
+1. **SST Registration**: Enter your SST registration number
+2. **Tax Rates**: Configure applicable tax rates
+3. **Invoice Settings**: Set up SST-compliant invoicing
+4. **Reporting**: Configure SST reporting
+
+### 7. Mobile Setup
+
+#### Download Mobile Apps
+1. **iOS App**: Available on App Store
+2. **Android App**: Available on Google Play
+3. **Login**: Use your web account credentials
+4. **Enable Notifications**: Allow push notifications
+
+#### Mobile Features
+- Real-time notifications
+- Mobile payment processing
+- On-the-go data access
+- GPS tracking (logistics module)
+
+## Dashboard Navigation
+
+### Main Dashboard Components
+
+#### 1. Overview Cards
+- **Revenue**: Current month revenue
+- **Customers/Patients/Students**: Active count
+- **Orders/Appointments**: Recent activity
+- **Performance Metrics**: Key performance indicators
+
+#### 2. Quick Actions
+- **Add New**: Quick access to create records
+- **Reports**: Generate common reports
+- **Settings**: Access configuration options
+- **Help**: Access support resources
+
+#### 3. Recent Activity
+- **Timeline**: Recent system activities
+- **Notifications**: Important alerts and updates
+- **Messages**: Team communications
+- **Tasks**: Assigned tasks and deadlines
+
+#### 4. Module Navigation
+- **Module Switcher**: Easy module switching
+- **Feature Menu**: Access to module-specific features
+- **Settings**: Module configuration options
+- **Reports**: Module-specific reports
+
+### Keyboard Shortcuts
+
+#### Global Shortcuts
+- **Ctrl + /**: Search across platform
+- **Ctrl + N**: Create new record
+- **Ctrl + S**: Save current form
+- **Ctrl + F**: Find in current page
+- **Esc**: Cancel current action
+
+#### Module-Specific Shortcuts
+- **Retail**: Ctrl + P (Products), Ctrl + S (Sales)
+- **Healthcare**: Ctrl + A (Appointments), Ctrl + P (Patients)
+- **Education**: Ctrl + S (Students), Ctrl + C (Classes)
+- **Logistics**: Ctrl + V (Vehicles), Ctrl + S (Shipments)
+- **Beauty**: Ctrl + C (Clients), Ctrl + A (Appointments)
+
+## Common Tasks
+
+### Adding Your First Record
+
+#### Retail: Add a Product
+1. Go to Retail → Products
+2. Click "Add Product"
+3. Enter product details:
+   - SKU (Stock Keeping Unit)
+   - Product name
+   - Category
+   - Price (including SST)
+   - Stock quantity
+4. Click "Save"
+
+#### Healthcare: Add a Patient
+1. Go to Healthcare → Patients
+2. Click "Add Patient"
+3. Enter patient information:
+   - Full name
+   - IC number (Malaysian format)
+   - Contact information
+   - Medical history
+4. Click "Save"
+
+#### Education: Add a Student
+1. Go to Education → Students
+2. Click "Add Student"
+3. Enter student details:
+   - Full name
+   - IC number
+   - Grade level
+   - Parent information
+4. Click "Save"
+
+#### Logistics: Add a Vehicle
+1. Go to Logistics → Vehicles
+2. Click "Add Vehicle"
+3. Enter vehicle details:
+   - Registration number
+   - Make and model
+   - Capacity
+   - Insurance details
+4. Click "Save"
+
+#### Beauty: Add a Service
+1. Go to Beauty → Services
+2. Click "Add Service"
+3. Enter service details:
+   - Service name
+   - Duration
+   - Price
+   - Description
+4. Click "Save"
+
+### Generating Your First Report
+
+#### Sales Report (Retail)
+1. Go to Reports → Sales Reports
+2. Select date range
+3. Choose report type (summary/detailed)
+4. Click "Generate"
+5. Export to PDF or Excel
+
+#### Patient Report (Healthcare)
+1. Go to Reports → Patient Reports
+2. Select report type
+3. Set filters and parameters
+4. Click "Generate"
+5. View or export results
+
+### Setting Up Notifications
+
+#### Email Notifications
+1. Go to Settings → Notifications
+2. Configure email preferences:
+   - Daily summaries
+   - Alerts and reminders
+   - System updates
+3. Save settings
+
+#### SMS Notifications
+1. Go to Settings → SMS
+2. Configure SMS settings:
+   - Appointment reminders
+   - Order confirmations
+   - Emergency alerts
+3. Save settings
+
+## Tips for Success
+
+### Data Entry Best Practices
+1. **Consistency**: Use consistent naming conventions
+2. **Completeness**: Fill in all required fields
+3. **Accuracy**: Double-check data before saving
+4. **Regular Updates**: Keep information current
+
+### Security Best Practices
+1. **Strong Passwords**: Use complex, unique passwords
+2. **Two-Factor Authentication**: Enable 2FA for all users
+3. **Regular Updates**: Keep software and browsers updated
+4. **Access Control**: Limit access to sensitive data
+
+### Performance Tips
+1. **Regular Maintenance**: Perform regular data cleanup
+2. **Optimize Images**: Compress images for faster loading
+3. **Use Filters**: Use search and filter functions
+4. **Batch Operations**: Use batch operations for efficiency
+
+## Malaysian Business Specific Tips
+
+### SST Compliance
+1. **Understand Rates**: Know which goods/services are taxable
+2. **Proper Invoicing**: Issue SST-compliant invoices
+3. **Record Keeping**: Maintain accurate tax records
+4. **Filing Deadlines**: Be aware of SST filing deadlines
+
+### Local Business Practices
+1. **Business Hours**: Respect Malaysian business hours and holidays
+2. **Cultural Sensitivity**: Consider cultural and religious factors
+3. **Payment Preferences**: Support local payment methods
+4. **Language**: Use appropriate languages for your customers
+
+### Data Protection
+1. **PDPA Compliance**: Follow Malaysian data protection laws
+2. **Customer Privacy**: Protect customer personal information
+3. **Data Retention**: Follow proper data retention policies
+4. **Security Measures**: Implement adequate security measures
+
+## Getting Help
+
+### Self-Service Resources
+1. **Help Center**: Comprehensive knowledge base
+2. **Video Tutorials**: Step-by-step video guides
+3. **FAQ Section**: Answers to common questions
+4. **Community Forum**: Connect with other users
+
+### Support Channels
+1. **Email Support**: support@yourplatform.com
+2. **Phone Support**: +60123456789 (Mon-Fri, 9AM-6PM MYT)
+3. **Live Chat**: Available through the platform
+4. **Emergency Support**: Available 24/7 for critical issues
+
+### Training Resources
+1. **Webinars**: Regular training sessions
+2. **Documentation**: Comprehensive user guides
+3. **Video Library**: On-demand training videos
+4. **Certification Program**: Professional certification
+
+## Next Steps
+
+### Advanced Features
+1. **API Integration**: Connect with other systems
+2. **Custom Reports**: Create custom report templates
+3. **Automation**: Set up automated workflows
+4. **Integrations**: Connect with third-party services
+
+### Growing Your Business
+1. **Scale Operations**: Add more users and locations
+2. **Advanced Analytics**: Use business intelligence tools
+3. **Mobile Expansion**: Utilize mobile capabilities
+4. **Market Expansion**: Consider new markets or services
+
+### Stay Updated
+1. **Release Notes**: Stay informed about new features
+2. **Blog**: Read industry insights and tips
+3. **Newsletter**: Subscribe to platform updates
+4. **User Groups**: Join local user communities
+
+## Troubleshooting Common Issues
+
+### Login Problems
+- **Forgot Password**: Use "Forgot Password" link
+- **Account Locked**: Contact support for assistance
+- **Browser Issues**: Try a different browser
+- **Network Problems**: Check internet connection
+
+### Data Issues
+- **Import Errors**: Check CSV format and data
+- **Sync Problems**: Ensure stable internet connection
+- **Missing Data**: Check filters and search settings
+- **Performance**: Clear browser cache and cookies
+
+### Payment Issues
+- **Failed Transactions**: Check payment gateway status
+- **SST Calculation**: Verify tax settings
+- **Currency Issues**: Ensure MYR is selected
+- **Gateway Errors**: Contact payment provider
+
+### Module-Specific Issues
+- **Feature Not Working**: Check module configuration
+- **Data Not Syncing**: Refresh and retry
+- **Permissions**: Verify user permissions
+- **Settings**: Review module settings
+
+## Success Stories
+
+### Case Studies
+Read about how other Malaysian businesses have succeeded with our platform:
+- **Retail Success**: How a local retailer increased sales by 40%
+- **Healthcare Efficiency**: Clinic reduced appointment no-shows by 60%
+- **Education Innovation**: School improved student management efficiency
+- **Logistics Growth**: Delivery company optimized routes by 30%
+- **Beauty Excellence**: Salon increased repeat customers by 50%
+
+### Testimonials
+Hear from satisfied customers:
+- "This platform transformed our business operations" - Retail Store Owner
+- "Patient management has never been easier" - Clinic Manager
+- "We've saved countless hours on administrative tasks" - School Administrator
+- "Our delivery efficiency has improved dramatically" - Logistics Manager
+- "Customer satisfaction has increased significantly" - Salon Owner
+
+## Conclusion
+
+You're now ready to start using the Multi-Tenant SaaS Platform for your Malaysian SME business. Remember to:
+
+1. **Take Your Time**: Explore features at your own pace
+2. **Use Resources**: Take advantage of training and support
+3. **Stay Secure**: Follow security best practices
+4. **Provide Feedback**: Help us improve the platform
+5. **Grow With Us**: Take advantage of new features and updates
+
+Welcome to the platform! We're excited to help your business succeed.