Documentation
Learn how to set up your business, manage employees, process sales and get the most from OptiGain.
Getting Started
Inventory
Sales
Reports
Getting Started
Setting up OptiGain only takes a few minutes. The platform is designed so businesses can begin tracking sales, inventory and financial performance immediately after registration.
Create Your Business
Register your business using your business name, email address and secure password. During registration, the business name you provide automatically becomes your first branch. Your account is created as the business owner, giving you complete administrative access to employees, branches, reports and subscriptions.
Add Employees
Owners can create employee accounts and assign each employee to a specific branch. Employees only access the information necessary for their assigned responsibilities while business owners retain full visibility across the organization.
Build Your Inventory
Create products by entering names, buying prices, selling prices and opening stock quantities. Every completed sale automatically updates stock levels and inventory reports, reducing manual record keeping.
Create Sales
Employees can quickly create customer sales using products already stored in inventory. Once payment is confirmed, OptiGain automatically updates revenue, inventory, reports and business analytics in real time.
Business Intelligence
The dashboard combines revenue, expenses, inventory performance, employee activity and branch analytics into one centralized view. Forecasting tools and AI-powered insights help businesses identify trends and make better operational decisions.
Sales & Payment Workflow
Create Sale
Customer Pays
Confirm Payment
Reports Update
⚡ Professional
- ✔ One Branch
- ✔ Employee Accounts
- ✔ Inventory Management
- ✔ Sales Tracking
- ✔ Revenue Reports
- ✔ Forecasting
🏬 Enterprise
- ✔ Unlimited Branches
- ✔ Unlimited Employees
- ✔ Company Dashboard
- ✔ Branch Analytics
- ✔ AI Business Insights
- ✔ Priority Support
Need More Help?
Visit the Help Center for setup guides, troubleshooting articles and answers to common questions.
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