multitenetsaas/docs/user-guides/getting-started.md

# 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.