Getting started

For the owner opening SalesDue for a shop, and for everyone at the shop who uses it.

When you need this

Your first day on SalesDue, or any day you can't sign in, can't find a screen, or need help. It covers opening an account for a new shop, signing in, choosing your business, finding your way around the menu, changing your own name and resetting your password.

Steps

Open an account for a new shop (owner, once)

Staff don't do this: the owner adds them later (see Staff and roles).

1. Open portal.salesdue.com. The screen says Login to SalesDue.
2. Press Sign Up. The screen says Register to continue.
3. Type your shop's name in Business name, then your email address and a password.
4. Press Register.
5. The screen says Please verify your email. Look in your email: press the link in it, or type its code in Enter your code and press Verify.
6. Sign in, as below.

Sign in

1. Open portal.salesdue.com. The screen says Login to SalesDue.
2. Type your email address where it says Enter your email.
3. Type your password where it says Enter your password. The eye button shows what you typed.
4. Press Login.
   • Don't press Sign Up to sign in as a staff member. It opens a new business, not a login for you.

Choose your business

5. The next screen says Select a business to continue.... Your business is already chosen if it's your only one. If you work for more than one shop, pick the right one from the list.
6. Press Continue.
   • To start again with a different email, press Go back to login.

Find your way around

The menu down the left side shows only the areas your role can open, so yours may be shorter than this list. It is grouped under the headings SALES, MONEY, STOCK, BUYING, PEOPLE, MESSAGES and ADMIN. A heading shows only when your role can open more than one item under it (MONEY always shows).

Menu	What it is for
Dashboard	An overview of how the business is doing. It's the first screen after you sign in
SALES
Customers	The people and companies you sell to
Quotations	Prices you give a customer before they buy
Invoices	Bills to customers, credit notes and cancellations
MONEY
Payments	Money customers paid you: record one, send it, refund it
Debtors	Customers who owe you money, and for how long
Cash & Bank	Your bank and cash accounts, and their bank statements
Payroll	Paying your staff
Fiscalisation	Your fiscal receipts and fiscal days
Reports	Reports on payments, invoices, stock and more
STOCK
Products	What you sell, and its price
Inventory	How many of each product you have in each shop, and why it changed
Vouchers	Codes you sell one at a time, such as WiFi vouchers
BUYING
Purchases	Money the business spends, and bills from suppliers still to pay
Suppliers	The businesses you buy from
PEOPLE
Contacts	People you keep details for
Invitations	Invitations you have sent
MESSAGES
Communications	Emails and text messages to customers
Sent emails	Every email the business has sent, and whether it was delivered
ADMIN
Setup	The lists you keep – Categories, Brands, Units of Measurement, Groups, Projects – and the uploads you run now and then
Settings	Your business details, money settings, staff logins (Team) and what each role can do (Roles). Type in Find a setting at the top to narrow the list

• Make the menu narrower: press Collapse at the bottom of the menu. The menu shrinks to icons with short names; press Expand in the same place to bring the full menu back. The app remembers your choice.
• A white menu instead of the dark one: press the sun at the bottom of the menu, to the right of Collapse. To go back, press the moon in the same place. On a phone, press White menu or Dark menu at the bottom of the menu. The choice is yours alone and stays on this computer's browser.
• Switch business: if you work for more than one shop, pick another from the list at the top of the screen. See More than one shop.
• Sign out: press your initials (or the person icon) at the top right, then Logout.

Reset a forgotten password

1. On the sign-in screen, next to Forgot Password?, press Reset.
2. Type your email address and press Reset Password.
3. Look in your email for a 6-digit code. It works for 30 minutes.
4. Type the code, then your new password twice: in Enter your new password and in Confirm your new password.
5. Press Reset Password, then OK, and sign in with the new password.
   • Already have a code from earlier? On the first screen press I already have a code.

Change your name or phone number

1. Press your initials (or the person icon) at the top right, then Account.
2. Under Profile, change First name, Last name or Phone. Your email is how you sign in, and it can't be changed here.
3. Press Save profile. Profile saved shows at the top right.

Change your password while signed in

1. Press your initials (or the person icon) at the top right, then Account.
2. On the Password card, press Change password.
3. Fill in Current password, New password and Confirm new password, then press Change password.
4. Press OK on Password changed, and sign in again with the new password.
   • If Change password is missing, your role can't change it here. Sign out and use Reset instead (above).

Get help

1. Press the headset button at the bottom right of any screen. On the sign-in screens it says Need help?.
2. Choose how to reach support: Chat on WhatsApp, the phone number or the email address shown. Signed in, you can also press Report a problem, which tells support which business and screen you were on.

What you should see

• After Continue, the Dashboard, or, if your role doesn't include the Dashboard, the first area your role can open.
• After a password reset, Success and You will now be redirected to login page.

If something goes wrong

• "Username is required" or "Password is required": a box was left empty. Fill it in and press Login again.
• The email or password is refused: check the email is the one your owner registered for you, and that Caps Lock is off. Still refused? Reset your password (above).
• "Sorry, we can not login you in at this time." The app can't be reached just now. Wait a minute and try again. If it keeps happening, ask support through Need help?.
• "Your business has been deactivated. Please contact support to reactivate it." Ask the owner to contact support.
• No code arrived: look in your spam folder. After 30 seconds you can press Resend code. If the email shown is wrong, press Not you? Use a different email.
• "Passwords do not match" (or The passwords don't match): the two new passwords differ. Type them again.
• "Access Denied: You do not have permission to access this page." Your role doesn't include that screen. Ask the owner to change your role (see Staff and roles).
• A menu item you need is missing: the same: your role doesn't include it.