Refer the steps below to setup your business for the first time (after successful registration and login):
- Step 1: Create Business Location from “Admin ⇒ Manage Location” (refer screenshot below). Click here for more information.
- Step 2: Select the business location from top right dropdown (refer screenshot below)
- Step 3: Create business profile from “Home ⇒ View Profile” (refer screenshot below). Click here for more information.
- Step 4: Verify the OTP from top right icon (yellow triangle icon – refer screenshot below). You should have received OTP via email during registration. If you have lost the email or OTP is expired, just click resend to regenerate the OTP.
- Step 5: Configure Additional Users – If business is managed by more than 1 user (ensure to subscribe to an appropriate subscription plan), navigate to “Admin ⇒ Manage Users” and add a new user (refer screenshot below). You can add user as a staff or admin. Click here for more information.
- Step 6: Configure the taxes – If you are planning to sell a product or service that include taxes, configure a general tax rule from “Admin ⇒ Manage Business Taxes” (refer screenshot below). Click here for more information
- Step 7: KYC e-records – Before you can start selling a product online via Twirll consumer application or start using Twirll payment gateway, your e-records must be filled (refer screenshot below) and supporting documents emailed to “twirll.support@ebsconsulting.biz”. Click here for more information.
- Step 8: Create Catalog for your online store or digital Menu for Restaurant – Navigate to “Sales ⇒ Create Catalog/Menu”. This step will create catalog/menu for display to customers via mobile application, desktop app, Kiosk or POS. Click here for more information.
- Step 9: Create products/items – Navigate to “Operations ⇒ Manage Inventory ⇒ Add Product/Item”. There are multiple options such as bulk upload, create product etc. This step will create the complete inventory and help you tag the relevant photos. Once created, tag the uncategorised products/items to appropriate Catalog/Menu. Click here for more information.
- Step 10: Categorise Products/Items – Navigate to “Operations ⇒ Manage Inventory ⇒ Uncategorised Item/Product”. Once items/products are created, they must be categorised to an appropriate Catalogue. Click here for more information.
- Step 11: Tag Photos – Navigate to “Operations ⇒ Manage Inventory ⇒ Manage Product/Item ⇒ Tag Photo”. Tagging an appropriate professional photo plays an important role to beautify any website or mobile application. We encourage businesses to upload only professional photos of their items/products. Click here for the information on tagging photos in Twirll platform.
- Step 12: Setup Restaurant Seating Layout and Generate QR Code for tables – This step is applicable to restaurants only. It will help businesses to plan the seating layout and generate QR Codes for each table, also generate printable A5 size leaf design that can be placed in each table. Once scanned from a smartphone, customers will be able to place orders and make payments straight from the table without waiting for a staff (typically helpful in a crowded restaurant or cafe). This is also integrated with Cloud printer to help send notification in Kitchen and at the counter. Navigate to “Admin -> Manage -> Edit Seating Layout”.
- Step 13: Setup Printer Hardware – If you have printers to setup, just navigate to “Admin ⇒ Manage IOT Device”. This step will help you setup Cloud Printer, associated LAN printers and split printers. Click here for more information.
- Step 14: Additional Business Information – Additional business information is displayed to the customers via mobile and desktop application. Fill-in the details as-required. Navigate via “Home ⇒ Additional Business Info”. Click here for more information.
- Step 15: Manager Order Types: This configuration is must for the Point-Of-Sales and online orders. This will help to identify if the valid orders and the valid payment mode against each order. Simply navigate to “Operations⇒Manage Order Types”. Click here for more information.
- Step 16: Manage Delivery Zones: This configuration is required if business allow delivery in certain locations. This will help to configure the delivery zones and the prices at different levels (Country, State, City, Pincode). Also customers will be notified upfront if the delivery is not available in certain location. Simply navigate to “Operations⇒Manage Delivery Zones”. Click here for more information.
- Step 17: Run the Completeness Test from “Admin ⇒ Run Completeness Test” and submit for approval. Click here for more information.
