Getting Started

Learn how to set up CostTrack Pro and create your first project in 6 simple steps.

1
Create Your First Project
Start by creating a new project. Give it a meaningful name related to your business or product line.

Steps:

  • Click 'Create Project' from the Dashboard
  • Enter your project name and description
  • Choose your currency and timezone
  • Click 'Create' to set up your project
2
Configure Project Settings
Set up your company information and preferences for invoicing and reporting.

Steps:

  • Go to Settings → Project Settings
  • Enter your company name, email, and address
  • Upload your company logo
  • Choose your tax mode (Inclusive or Exclusive)
  • Save your settings
3
Add Your First Material
Materials are the raw inputs for your products. Start by adding the materials you use.

Steps:

  • Navigate to Materials page
  • Click 'Add Material'
  • Enter material name and supplier
  • Set the unit type (pieces, kg, liters, etc.)
  • Enter the cost per unit
  • Set a low-stock threshold for alerts
  • Save the material
4
Create Your First Product
Products are what you sell. Create products and link them to materials.

Steps:

  • Go to Products page
  • Click 'Create Product'
  • Enter product name and description
  • Specify the unit type (pieces, sets, etc.)
  • Click 'Save' to create the product
  • Link materials by clicking 'Edit Composition'
  • Add materials and quantities needed per product
5
Set Product Pricing
Define how you want to price your products using markup or margin.

Steps:

  • Go to Costing page
  • Select your product
  • View the calculated cost from linked materials
  • Choose Markup or Margin pricing model
  • Enter your desired profit percentage
  • View the suggested selling price
  • Adjust if needed and save
6
Record Your First Sale
Once everything is set up, record your first sale.

Steps:

  • Go to Sales page
  • Click 'Record Sale'
  • Select the product sold
  • Enter quantity and selling price
  • Choose a category (optional)
  • Click 'Save Sale'
  • Your sale is now recorded and profit is calculated

Pro Tips for Success

Start Small

Begin with a few key materials and products. You can always add more later as your business grows.

Use Accurate Costs

Ensure material costs are accurate. This directly impacts your product costing and profit calculations.

Regular Inventory Updates

Keep your inventory updated by recording manufacturing and sales. This helps you track stock levels accurately.

Review Reports

Check your reports regularly to understand your business performance, profitability, and sales trends.

Invite Team Members

If you have a team, invite them to your project and assign appropriate roles and permissions.

Backup Your Data

Your data is automatically backed up, but regularly export important reports for your records.

Ready to Get Started?

Follow these 6 steps and you'll have your first project set up in minutes. Once you're comfortable with the basics, explore advanced features like team management, detailed reporting, and API integrations.