Getting Started

Take a new Tadbeer workspace from signup to a first posted invoice, with POS and backups ready for field use.

1. Create the owner account

1. Open the portal (or http://localhost:8181 locally).
2. Register with the owner email and a strong password.
3. Confirm the verification email when SMTP is configured.
4. Enable two-factor authentication from profile settings.

2. Create the business

Enter the legal business name, country, currency, tax registration, timezone, and invoice numbering prefix. Pick an industry (restaurant, hotel, jewelry, cinema, market, and more) so Tadbeer can apply starter templates and POS layout defaults.

3. Invite the team

Add managers, accountants, warehouse staff, and cashiers from Business settings → Members. Start from roles, then override permissions only where needed. Permission keys follow <module>.<view|create|update|delete>.

4. Configure core data

Set up currencies, tax rates, payment methods, branches, warehouses, units, customers, suppliers, and products. Use CSV import for bulk catalog onboarding when available.

5. Issue the first invoice

Create a customer, add invoice lines, choose tax treatment, review totals, then issue the invoice. Draft create/update is CRUD; issue/post goes through the posting engine so journals stay balanced and stock movements stay immutable.

For Syrian businesses, Tadbeer can sign a local e-invoice QR and store printable XML after issue.

6. Turn on POS, sync, backups, and webhooks

• POS — open the cashier route on mobile or Windows; configure LAN thermal printer and HID scanner.
• Offline sync — mobile keeps working offline and converges via /v1/sync/pull + /v1/sync/push.
• Backups — enable encrypted mobile backups and test a restore token on a non-production tenant.
• Webhooks — register endpoints for finance/CRM downstream systems and rotate signing secrets.

Production readiness checklist

• Verified owner and recovery email exist.
• 2FA enabled for admins and accountants.
• At least one branch, warehouse, tax rate, and payment method exist.
• Invoice numbering matches local accounting policy.
• POS hardware test print succeeds on cashier stations.
• Webhook signing secrets have a rotation plan.
• Backup restore has been tested on a non-production tenant.