Choose what you want to improve
If quotations are difficult to find and you are not sure which customers have paid, start there. Make keeping a clear record of sales and payments your team’s first use of 390.
Start with the work
you need to organise.
Choose one part of the business, such as sales, stock or expenses. Add the information it needs, give the people involved access and start using 390 for that work. You can bring in more as the team gets familiar with it.
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21 days free. No card required.
Here is how you can get started.
You do not need to move the whole business at once. These steps give you a practical place to begin, at a pace your team can manage.
For example, start with a customer sale.
Here is how your team could begin using 390 for quotations, invoices and customer payments.
Add what you need for the first sale
Enter your business details, the customer and the products or services involved. Check the prices before preparing the quotation.
Invite the people handling the sale
Bring in the people preparing quotations, recording payments and reviewing sales. Give each person access to the information and actions they need.
Handle the sale in 390
Prepare the quotation, raise an invoice when the customer agrees and record payments as they come in. Keep the records up to date so the team can see where the sale stands.
Check what is still unpaid
Review the invoice and its payment records. Check what the customer still owes and agree who will follow up.
Add the next area when you are ready
Once the team is comfortable with sales, you might add stock or expenses. Prepare the records that area needs first. For stock, that includes the locations and quantities you already have.
Staff access
Give each person access for the work they do.
A salesperson, stock manager and accountant need different information. Set their roles so each person can use the parts of 390 needed for their responsibilities.
The access a person has depends on the permissions you set for their role.
Role / capabilityViewCreate and updateManage settings
Sales Executive
Inventory Officer
Finance Manager
Operations Lead
This is an example. You set permissions for each role and module in your own business.
Want us to show you how this would work in your business?
Tell us what you want to organise and how you handle it today. We will walk you through the relevant parts of 390.
Try 390 with the work your team does every day.
Use the trial to manage a real sale, expense, stock record or another regular activity. Review it with the people involved and ask for help where needed, so you can decide whether 390 is right for your business.
A suggested way to use the 21 days. Work at your team’s pace.
Days 1–3 · Get ready
Choose where to start, add the records you need and invite the people involved.
Days 4–7 · Use it
Handle real work in 390 and let staff get familiar with the software.
Days 8–14 · Review it
Check the records and reports. Discuss what is helping and where you need support.
Days 15–21 · Decide
Resolve outstanding questions and decide whether to continue with a subscription.
“On the first day of setting up 390 in our business, we used it to detect two pieces of missing chicken.”
Where could your business start?
Choose one regular activity to try first. These are examples of what that could look like.
Retail businesses
Record a customer sale and check the payment received.
Food businesses
Follow an order through preparation and fulfilment.
Service businesses
Prepare a quotation and invoice for a customer.
Production businesses
Set up one production order and the materials it needs.
Schools and learning organisations
Record an expense request and follow its approval.
Health and wellness businesses
Manage a service appointment and record its payment.
Institutions
Assign an administrative task and follow its progress.
Government offices
Record a request and follow it through review.
What to look for
Is it making the work easier to manage?
Can staff find the information they need? Can you see what has been done and what is still pending? Are payments and responsibilities easier to follow? Discuss these questions with the people using 390.
See what else you can manageBring in more when your team is ready.
Add another part of the business as it becomes useful. You can involve more staff or another location, using the records you have already started building in 390.
Manage another part of the business.Give another team access.Bring another location into 390.Use the records in your management reviews.Set up your HUB page for customers.
Set up yourself, or get help from our team.
You can use our guides and ask product questions as you set up. If you want our team to help prepare your records, configure workflows or train staff, ask about assisted setup. We will agree what needs to be done and the price before starting.
work.390.me
Start with one part of your business.
Choose the work you want to organise and try it in 390. If you would like to see it first, book a demo with our team.
Need help getting started?See your setup options.
Ready to try 390?Start your free trial.
Have a question?Speak to our team.