Getting Started with Nubeso

Welcome to Nubeso!

Nubeso is your all-in-one business management platform designed to help you manage your restaurant, retail store, real estate business, or any other type of business. This guide will help you get started quickly and make the most of the platform's features.

First Steps After Login

1. Complete Your Profile

   Click on your profile icon in the top right and add your name, avatar, and contact information. This helps your team identify you in the system.

2. Set Up Your Business Information

   Navigate to Business Settings and complete your business details including name, address, phone number, and business type (Restaurant, Retail, Real Estate, or General).

3. Invite Your Team

   Go to Teams & HR to invite employees. Assign appropriate roles (Owner, Admin, Manager, Employee) based on their responsibilities.

4. Add Your Products/Services

   Visit the Products page to add items you sell. Include pricing, descriptions, and SKU codes. For restaurants, also add menu categories and modifiers.

5. Configure Your POS (For Retail/Restaurant)

   If you're running a retail or restaurant business, set up your POS system with tax rates and payment methods.

Setting Up by Business Type

Retail Store

• Add all products with SKUs and prices
• Enable inventory tracking for stock management
• Set up low stock alerts to know when to reorder
• Configure tax rates in business settings
• Train staff on the POS system for quick checkouts
• Set up customer database for loyalty and returns

Restaurant

• Create menu categories (Appetizers, Entrees, Desserts, Drinks, etc.)
• Add menu items with prep times and modifiers
• Set up modifiers for customizations (add cheese, no onions, etc.)
• Configure kitchen display system workflow
• Train staff on POS order entry and kitchen order management
• Enable shift reports for daily closing procedures

Real Estate

• Add properties with detailed information and photos
• Track property status (Available, Pending, Sold, Rented)
• Manage client relationships and property viewings
• Use projects to track deals and transactions
• Set up document management for contracts and agreements

General Business

• Add services or products you offer
• Create client database for relationship management
• Use projects to manage client work and deliverables
• Track time on tasks for billing purposes
• Generate invoices through the billing system

Understanding Your Dashboard

The dashboard is your command center. Here's what you'll see:

• Revenue Overview: Daily, weekly, and monthly sales performance
• Recent Orders: Latest transactions and their status
• Quick Stats: Total customers, products, pending tasks
• Low Stock Alerts: Products that need reordering (for retail/restaurant)
• Upcoming Tasks: Deadlines and important reminders

Navigating Nubeso

The sidebar menu gives you quick access to all features:

Common Daily Workflows

Starting a Shift (Restaurant)

1. Go to POS page
2. Click "Open Shift" and enter starting cash amount
3. Begin taking orders through POS
4. Monitor orders on Kitchen display
5. At end of shift, click "Close Shift" and complete cash count

Processing a Sale (Retail)

1. Open POS page
2. Search and add products to cart
3. Select payment method (Cash or Card)
4. Click "Complete Sale"
5. Print or email receipt to customer

Creating a New Project

1. Navigate to Projects page
2. Click "+ New Project"
3. Enter project name, client, and deadline
4. Add team members
5. Create tasks and assign to team members
6. Track progress on project board

Tips for Success