Getting Started with CoreXBiz
🚀 Learn the basics and start using CoreXBiz effectively
Welcome to CoreXBiz
CoreXBiz is a modular business operations platform. Sales can enter through built-in lightweight POS, quotes and invoices, staff entry, or online channels such as WooCommerce — and connect to the operational work that follows. See What is CoreXBiz? for the full overview.
Key Features
- Sales entry — lightweight POS, quotes, invoices, and staff-created orders
- Comprehensive Dashboard with operational visibility
- Integrated Accounting and Financial Management
- Team Collaboration and workflow execution
- Customer communication and records
- Connected modules sharing job and customer context
Install on WordPress / WooCommerce
If your business uses WordPress with WooCommerce for online sales, install and connect the plugin to link storefront orders into CoreXBiz:
WordPress / WooCommerce installation
Businesses without an online storefront can still use CoreXBiz Core for in-store, quoted, and staff-entered sales.
Understanding the Interface
Learn how to navigate CoreXBiz efficiently.
Interface Components
Main Navigation Menu
Located on the left side, provides access to all modules
Top Header Bar
Contains search, notifications, and user profile
Module Tabs
Each module has tabs for different functionalities
Action Buttons
Quick access to common actions like Create, Edit, Export
Your First Steps
Follow these steps to get started with CoreXBiz:
1. Set Up Your Profile
Add your photo, contact information, and preferences
Action: Click your avatar in the top right > Profile Settings
2. Configure Business Settings
Set your business name, logo, and basic information
Action: Navigate to Settings > Business Profile
3. Invite Your Team
Add team members and assign appropriate roles
Action: Go to Team module > Add Member
4. Explore the Dashboard
Familiarize yourself with key metrics and reports
Action: Visit Dashboard module and customize your view
5. Create Your First Record
Add a client, create an invoice, or start a project
Action: Choose a module and click the Create button
Quick Tips for Success
⌨️ Keyboard Shortcuts
Press '?' anywhere to see available keyboard shortcuts
🔍 Search Everything
Use the global search (Ctrl/Cmd + K) to find anything quickly
🎨 Customize Your Workspace
Rearrange widgets and save custom views that work for you
🔔 Set Up Notifications
Configure alerts for important events to stay informed
What's Next?
Ready to dive deeper? Explore our module-specific guides or check out the Dashboard overview.