Quick Start
Get oriented with Clarity and start using the core features.
A web browser. Clarity is fully cloud-based. For tag and receipt printing, you’ll need a compatible thermal transfer printer connected to your workstation.
We recommend starting with these core workflows:
- Adding inventory to understand how items are tracked (see Inventory Management)
- Processing a sale to see the checkout flow (see Sales Processing)
- Creating a repair job if your store handles repairs (see Repair Management)
Your First Day
Here’s a practical walkthrough of what your first day using Clarity should look like. Follow these steps in order and you’ll have a solid handle on the core workflows by the end of the day.
1. Set up your store profile
Make sure your store name, address, and tax rate are configured in Settings. If you have multiple locations, set up each store. This is the foundation for everything else.
2. Configure your item categories
Categories determine which fields show up when you add inventory and which tag template is used for printing. Your admin should set these up before anyone starts adding items. Common categories for jewelers: rings, bracelets, necklaces, loose diamonds, watches. See Store Setup for details.
3. Set up user accounts and roles
Create accounts for your team and assign permissions. Decide who can see cost information and who only sees replacement cost. See User Roles & Permissions.
4. Add your first inventory item
Go to Inventory, click Add Item, and walk through the full flow: category, vendor, pricing, tracking method, details, photo. This teaches you how the system thinks about inventory. See the Adding Inventory demo for a guided walkthrough.
5. Process a test sale
Create a sale using the item you just added. Try each of the discount options so you know what to expect when a customer negotiates. See the Sales Process demo.
6. Create a test repair job
If your store handles repairs, create a job from the Jobs screen. Walk through the full lifecycle: create, collect deposit, mark complete, process remaining balance, mark delivered. See the Repair Management demo.
7. Try a vendor invoice import
If you receive shipments from suppliers, practice the vendor invoice flow. This is the fastest way to add multiple items at once. See the Vendor Invoice Import demo.
Next Steps
- Store Setup for understanding categories, showcases, and printers
- User Roles & Permissions for managing cost visibility and access control