Quick Start
When running RegKeeper you will see main application window that consists of parts described below.
Main Window
- (1) Customers list- here you will find customers from the database. When you select any customer his orders will be displayed in Orders table (2) below. Additionally, you can switch to View by Order clicking on View (7) button on toolbar. In this case you will see plain table of all orders from all customers.
- (3) Products list- here are listed all the products defined in database. When you click on (select) particular product only customers and orders for this product will be displayed. If you wish to see orders and customers for all products just click on All Products icon. Additionally, you can switch Products list to Table Mode using tabs (9) at the bottom.
- (4) Details panel- displays quick details about your sales. You can configure to display details for different time spans as well as for additonal currencies.
- (5) Main toolbar- contains main commands to quick access to most used actions. Such as Customer Manager (8), which allows to detailed manage customers, Add, Edit and Delete Order,Find Customer, Send E-mail and others.
- (6)Tips and Tricks panel- contains quick links to most used tips and tricks in help file. You can hide it by clicking on cross icon in its toolbar.
You can let RegKeeper to be running fully automatically and process all your orders without any manual intervention. But in order to achieve this you will need to make some adjustments to configure it for your situation and needs.
Service Provider configuration
Enter service provider's data, such as contact information, service fee etc. Enter the so called indicators, to let RegKeeper know how to detect the service provider that sent a certain order. This is necessary only if your Service Provider not listed in RegKeeper's database. Otherwise RegKeeper already has all the necessary data and details.
Product configuration
Enter you products' data into RegKeeper's database. Product name, product price etc. Also specify an e-mail template (see below) to be sent to your customer after order processing. Specifying e-mail template lets you the ability to automatically send so called registration e-mail to your new customer upon processing its order. Registration e-mail may include registration key for your software (which could be automatically generated by RegKeeper) as well as simple Welcome e-mail where you personally thank your customer for this order.
Note that you can manually add a non-existing product to the database later, while processing an order.
E-mail configuration
In order to enable RegKeeper to send and receive e-mail messages you will have to configure the e-mail subsystem. Enter your e-mail server's address, your user name and password etc. Additionally, you may need to enter E-mail Filtering configuration to filter only order rleated e-mails for RegKeeper.
Configure Options
Change application's options that configure auto-processing behavior. Such as Automatically add new product and Automatically add new customer to allow RegKeeper add newly detected products and customers from received orders to the database. Turn ON Automate order processing on Order Auto-processing page to activate auto-processing and configure additonal behavior such as auto-send e-mail and (or) execute custom application upon order processing.
Test it
Try to import a test order to make sure everything works fine.