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
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.