Take the first-run tour

Hilal Software ships with interactive in-app tours for key sections. You can start a tour manually from the help control on pages that have one. It’s the fastest way to get oriented after Amazon is connected and your team is in.

In this guide:

  • Trigger the tour
  • Move through the steps
  • Replay any tour later
  • Hide the global help icon while a tour runs

Prerequisites

  • You’ve completed steps 1–5 of the Getting started guide.
  • You’re viewing a page that has a tour available (Welcome, Dashboard, Purchase Orders, Vendor Management, or Expenses).

Step 1: Start a tour

  1. Open a section with a tour available (Dashboard, Purchase Orders, Vendor Management, Expenses, or Welcome).
  2. Click the help icon (question mark) at the bottom-right of the page.
  3. Click Start Tour in the menu that appears.

The tour takes over the page with a series of callouts and arrows pointing at the UI.

Step 2: Move through the steps

Each tour step has:

  • A callout pointing at the relevant UI element with a short explanation.
  • Next / Back buttons.
  • A progress dot row at the bottom showing where you are.
  • An optional embedded video for steps that benefit from a moving demo (signaled by a play icon in the callout).

Press Esc at any time to exit the tour and return to the page.

Step 3: Replay any tour later

To replay a tour you’ve already seen:

  1. Open the section.
  2. Click Start Tour at the bottom-right of the page.

Step 4: Close a tour

To close a tour at any time, press Esc or click the Close button in the tour popover.

Available tours

In-app tours are available for these sections. Click Start Tour at the bottom-right of any page to begin:

SectionWhat the tour covers
WelcomeFirst-login onboarding and app overview.
DashboardMain KPIs, metrics, and navigation.
Purchase OrdersCreating and tracking purchase orders.
Vendor ManagementManaging vendors and lead times.
ExpensesRecording, categorizing, and approving expenses.

Troubleshooting

  • The tour doesn’t start. Check that you’re on a section that has one. Some smaller pages (Settings → Profile, individual SKU pages) don’t have a tour.
  • The callout points at the wrong element. Layout shifted while the tour was loading. Refresh and try again.
  • The video in a tour step won’t play. YouTube embeds require third-party cookies — if your browser blocks them, the inline video won’t load. Click the YouTube link in the callout to open it in a new tab.

What’s next

You’re done with onboarding. Pick a section and explore — every Guide article is task-oriented, so jump to whichever job is in front of you.