Getting Started

Learn how to log in, select your business, and navigate Probiz365.

Logging In

Where: Your Probiz365 login page

Open your browser and go to your Probiz365 application URL.
Enter your Email Address and Password.
Click Login.
If you don't have an account, click Register Now to sign up at probiz365.com.

Forgot Password

On the login page, click Forgot Password.
Enter your email address and submit.
Check your inbox for a reset link and follow the instructions.

Selecting Your Business

Where: Business selection screen (shown automatically after login if you belong to multiple businesses)

If your user account is linked to more than one business, you must choose which business to work in before accessing the app.

After login, the business selection screen appears.
Click the business you want to manage.
You will be redirected to the Dashboard for that business.

NoteAll data — products, sales, reports — is scoped to the selected business. Switch businesses by logging out and selecting a different one, or use the business switcher if available.

Navigating the App

Probiz365 uses a two-level sidebar navigation on the left:

Primary menu — icons for main modules (Dashboard, Sales, Products, etc.)
Secondary menu — appears when you hover or tap a module, showing sub-pages (e.g. Add Sale, List Sales, POS)

Main Menu Items

Menu	What It Does
Dashboard	Overview of today's sales, income, expenses, and charts
Sales	POS, create/list sales, shipments
Products	Product catalog, barcodes, stock count, categories, brands, units
Purchases	Supplier purchase orders
Quotations	Price quotes for customers
Stock Adjustment	Correct stock levels
Sales Return / Purchase Return	Process returns
Stock Transfers	Move stock between warehouses
HRM	Employees, attendance, leave, payroll
Accounting	Accounts, expenses, deposits, transfers
People	Customers, suppliers, users
Reports	Analytics and exportable reports
Billing	Subscription and payment (admin)
Preferences	Business settings, warehouses, permissions

Understanding Permissions

Permission requiredWhat you see in the menu depends on your assigned role. If a module is missing, ask your administrator to update your permissions.

Common permission examples:

Pos_view — access Point of Sale
Sales_view / Sales_add — view or create sales
products_view / products_add — view or add products
Reports_sales — access sales reports
setting_system — business settings and billing
record_view — when unchecked, users typically see only their own transactions

See Users & Permissions for full details.

Subscription Status

An active subscription is required to use Probiz365. If your subscription expires, you will be redirected to the subscription expired page. Administrators can renew from Billing in the sidebar. See Billing & Subscription.

Your Profile

Where: Top navigation → Profile

Update your name, email, avatar, and change your password from the profile page.

Complete Task Guides

Module menus cover one area at a time. For full workflows (e.g. add products and stock them), see How-To Flows.