Getting Started
Introduction
A simple introduction to SmartBookz GoldLoan for first-time users.
What is this page?
SmartBookz GoldLoan helps your shop run gold loans without heavy paperwork.
- A pledge is the loan ticket when a customer keeps gold with you and takes money.
- A customer is the person who takes the loan.
- Receipts are when the customer pays you money back.
- Payments and expenses are when you pay money out (vendors, rent, salary, etc.).
Everything is saved online, branch-wise, so you can search old records anytime.
Who should read this?
| You are… | You will mostly use… |
|---|---|
| Counter / front desk | Customers, Add Pledge, Receipts |
| Accountant | Daily Register, Payments, Expenses, Reports |
| Branch manager | Dashboard, Pledge Master, Reports |
| Owner / admin | Settings, Users, Masters, Year-end |
What you need before using the app
- Your company already signed up for SmartBookz GoldLoan.
- Your administrator created a login (email + password) for you.
- You know which branch you work in (shown at the top of the app after login).
If any of the above is missing, ask your shop owner or admin — do not share passwords with everyone.
Words we use in this help center
| Word | Simple meaning |
|---|---|
| Sidebar | The menu on the left with Dashboard, Pledge Master, Parties, etc. |
| App bar | The top bar with company name, branch, and your profile |
| Modal / popup | A window that opens on top of the page (for Add Customer, Add Receipt, etc.) |
| Save | Stores your data in the system — always wait until you see a success message |
What to read next
Learn how to log in
Learn where buttons are
Set up the shop (admins only)