An introduction to Pearl

Pearl is a powerful set of software tools to help streamline your business for better efficiency and more sales. Within a single system, Pearl performs the tasks that previously separate software packages will have handled, such as accounting, sales, e-commerce, calendar & task management and stock control.

This is a brief guide that you can follow using the free online demo system to help you get to grips with the functionality of Pearl. Print this guide using the print option to the right of this page. Current Pearl clients and those interested in the accounting system, should see the user guides for more detailed information.

Wherever you see text in green (Products->Create new) for example, this represents hovering over "Products" then clicking "Create new" from the main menu at the top of the screen.

If you do not have access to the demo version, please request login information here. Once you've logged in, you see the dashboard. This is a summary of the company’s activities, and can be customised to show different timeframes or to hide certain boxes.

Each page within Pearl can be accessed using the menu at the top of the screen. Above the menu are "quick search" boxes to enable you get directly to the information you need.

Access to each area can be granted or restricted for each of your administrators, meaning that your sales staff don’t have access to your accounts, for example. This functionality is disabled in the demo for security reasons.

 





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