Getting Started with Tailoraza

Welcome aboard! This is the starting line for making your shop management simpler and more organized. The next few steps are all about getting your account ready so you can start using all the cool features Tailoraza has to offer. Don't worry, we will go through this together, one step at a time. Our main goal here is to get your shop's information into the system and show you around the main dashboard. Think of it like setting up your new physical shop – you have to put everything in its place before you can open the doors to customers. Let's get you all set up for success!

Your Quick Start Checklist

Here’s a quick look at what we’ll cover to get you up and running. You can follow these steps in order to make sure you don’t miss anything important.

  • Complete Your Account Setup: This is the first and most important step.
  • Familiarize Yourself with the Dashboard: This is your mission control.
  • Add Your First Customer: Let's get your client list started.
  • Add an Inventory Item: Begin organizing your materials or rental clothes.

Step 1: Completing Your Account Setup

After you first sign up and log in, you will be taken to the account setup page. This is where you give the system the basic information about your business. It is very important to fill this out accurately, as this information will be used on invoices, reports, and other parts of the system. If you ever need to change this information, you can always come back to it later in the Settings menu.

Here’s what you’ll need to fill in:

  • Shop Name: This is the name of your business that your customers will see. Make it professional and easy to remember. For example, "City Tailors" or "Anna's Bridal Boutique".
  • Shop Address: Your full physical address. This is important for customers who need to find your shop. It might also appear on receipts.
  • Contact Information: Your shop’s phone number and email address. This helps customers get in touch with you and can also be used for sending notifications.
  • Currency: Select the currency you use for all your transactions (e.g., USD, EUR, INR). This is a crucial setting for all your financial tracking, so make sure you get it right from the start!

Once you have filled in all the details, click the "Save" or "Complete Setup" button. And that's it! Your account is now configured and ready for action. You have laid the foundation for your new digital workshop.

Step 2: A Quick Tour of Your Dashboard

After you complete the setup, you will land on the main dashboard. This is the first screen you will see every time you log in. We have designed it to give you a quick overview of your entire business at a single glance. It is like the front desk of your shop, showing you everything that needs your immediate attention.

Here are some of the key things you will see on your dashboard:

  • Quick Stats: See how many open orders you have, how many customers are in your database, and your total sales for the month.
  • Recent Activity: A list of the latest things that have happened, like a new order being created or a payment being received.
  • Pending Tasks: A to-do list that might show you orders that are due soon or measurements that need to be taken.

Take a few minutes to just look around the dashboard. Click on the numbers and links to see where they take you. Don’t be afraid to explore! You can’t break anything. The more you familiarize yourself with the layout, the faster you will be able to work later on. For a more in-depth look, check out our Dashboard Guide.

Step 3: What to Do Next?

Now that you are set up and familiar with the dashboard, where do you go from here? Here are our recommendations for your next steps. Doing these will help you see the real power of Tailoraza in action.

Add Your First Customer

The heart of your business is your customers. Let's start by adding one. Go to the "Customers" section from the main menu and click on "Add New Customer". Fill in their name, contact details, and, most importantly, their measurements. This will be a huge time-saver for future orders!

Learn more about adding customers →

Add an Inventory Item

Next, let's get your materials organized. Go to the "Inventory" section. You can add things like fabrics, buttons, zippers, or even the suits you have for rent. Give each item a name, a price, and the quantity you have in stock. This will help you track your stock levels automatically.

Learn more about managing inventory →

And that is it for getting started! You have successfully set up your account, explored the dashboard, and are ready to start adding real data. Remember, the more information you put into Tailoraza, the more it can help you. If you ever feel stuck, just come back to these documentation pages. We are here to help you every step of the way. Happy tailoring!