Getting Started
Getting started checklist, the welcome tour and the help button
The Getting started list on the dashboard takes you through the first six steps and ticks them off by itself. The welcome tour shows the main screens, and the help button at the bottom right brings both back.
When you start in an organisation, you can use the Getting started list at the top of the dashboard, a short welcome tour and the round help button at the bottom right of every page to find your way.
The Getting started list
Getting started lists the first steps of real use in order. Each step has a button that opens the screen where it is done. The step ticks itself off as soon as the organisation's data shows it is done; you never mark a step done by hand.
| Step | The button opens | Done when |
|---|---|---|
| Add your suppliers | A new supplier form | The organisation has at least one supplier |
| Add your products | The new product form | The organisation has at least one product |
| Record your current stock | The initial stock form of your first product (or the products list) | At least one stock movement has been recorded |
| Create your first purchase order | Create New PO | A purchase order exists |
| Receive a delivery | Shipments | A delivery has been recorded against a purchase order |
| Invite your team | The invite form in Settings, then Users | Someone else is a member, or an invitation is still waiting |
The steps are about the organisation, not about you: a step a colleague has done is ticked for everyone. The count beside the title, such as 2 of 6 done, and the bar under it show your progress.
Each step needs the permission its screen needs. A step you cannot do yourself shows Ask an admin instead of a button. If you can do fewer than three of the steps, the list shows only yours; if you can do none, you do not see the list at all.
The list appears during your first week in an organisation. Once every step is done, it says You're all set once, then goes away for good.
Fold, hide or bring back the list
To fold the list to its title, select the arrow beside the count. Select it again to unfold the list.
To remove the list from the dashboard, select Hide getting started at the bottom of the list.
To bring it back:
- Open the help button at the bottom right.
- Select See all steps.
While the list is hidden, the Help menu in the top bar also offers Show getting started.
Folded, hidden and finished are remembered for you in each organisation, on every device you sign in on.
The welcome tour
The welcome tour is a short walk over the real screen: the main menu, search, help, the help button, notifications and the Getting started list when it is shown. Next moves on, Done finishes, and Skip tour ends it at any point.
The tour starts by itself once, the first time you reach the dashboard after creating an organisation. Finishing or skipping it is remembered on your account.
To take it again, open Help in the top bar (the question mark) and select Take the tour, or choose Take the tour from the help button. On a small screen, Help is in the menu.
The help button
The round button at the bottom right opens How can we help? While steps are left in Getting started, the button shows a ring of your progress, and the panel shows your next step with its button and See all steps. Below that, it offers:
| Option | What it does |
|---|---|
| Ask the assistant | Opens the AI assistant, for questions about your stock and orders or about how StockBold works. Shown only if you have the Use AI Assistant permission. |
| Take the tour | Starts the welcome tour again. |
| Help articles | Opens the help articles. |
The small cross on the button tucks it into a slim tab on the right edge of the screen, out of the way. Select the tab to show the help button again. This choice is remembered in the browser you made it in.