Create a Demo Account

The demo agreement is active for 14 days. Following this period the demo account will automatically be closed. 

However, it is possible to extend it by contacting Rackbeat Support.

Setting up a demo agreement in Rackbeat is straightforward.

Step 1 of 7: Go to the Rackbeat Homepage, and click on "Free Trial"

Step 2 of 7: Now enter your business information

Step 3 of 7: Create with demo data?

It's a good idea to select "Create with demo data." This way, you don't have to enter your own products, suppliers, customers, etc., before you can make the most of the system.

Once you've clicked "create with demo data," the following will automatically be created on your account:

• > 20 products

• > 3 product groups

• > 5 units

• > 1 location

• > 6 suppliers

• > 1 supplier group

• > 8 customers 

• > 3 customer groups 

If you don't check the box 'Create with demo data', you'll be guided through a setup process described further down in the guide.

Step 4 of 7: Now, Click on "I'm Not a Robot"

Step 5 of 7: You're Ready to Click "Create your Free Rackbeat User"

If you have chosen to create the demo account without demo data, you can click here to be taken to the setup you will go through: Without demo data

Step 6 of 6: You are now logged into your demo account! 

You're in. The first thing you see is the dashboard:

And that's how you create your Rackbeat demo account with demo data.

But you might also want to test the system with your own data. Just continue reading, and we'll take care of that too!

Did you NOT click on "Create with demo data"?

If you wish to work with your own products, suppliers, customers, etc., we explain here how to set up your demo account.

Step 1 of 5: Choosing the subscription type

Here, you need to select the type of subscription you want to create a demo account for. 

You need to do this because there are differences in the features available between the Basic subscription and the Premium subscription in Rackbeat. 

As a demo account, it's perfectly fine to choose the Premium subscription so you have the opportunity to test all the features.

It's important to mention that you won't be paying the price as long as your account is a demo account. You just need to relate to the subscription type of the demo account itself.

Step 2 of 5: Setting up business information

Enter your business information here, alternatively, these can be filled in Rackbeat at a later time.

Step 3 of 5: Choosing the inventory principle and standard currency

Rackbeat allows you to use one of two inventory principles, average cost price, and FIFO.

If you create your account as a premium account, you will have the option to choose FIFO, otherwise, you can only choose "Average Cost Price".

Click here to see the difference between the two: Average cost vs. FIFO (First In First Out)

Similarly, you should choose your standard currency during the account creation. 

Please note! These cannot be changed afterwards.

Step 4 of 5: Setting up locations

If you work with multiple locations, you can set them up here.

Locations can always be created or edited at a later time.

Step 5 of 5: The account is created!

How to create your products, suppliers, customers, etc.

There are two ways you can input your own data into the system. You can either create each product, etc., yourself, or you can import your data. Here we explain how to do it with your products:

Manual Creation of Products

1. Select "Items" at the top bar.
2. Click on "Products" in the menu.
3. Click on "Create New" at the top right.
4. Fill in the general information about the product.
   Please note! The sales price in Rackbeat must always be specified without VAT.
5. Click on "Create Product" to finish.

Importing Products

1. Select "Items" at the top bar.
2. Click on “Products” in the menu.
3. Click “Import” at the top right corner.
4. You now have the option to either choose your own Excel file or downloading an "Example file".
   We recommend that you download the example file and use it to ensure you include the correct data in the import.

Your dataset must, however, comply with certain criteria for our system to read it correctly. Read here how to comply with them. 

The same principles apply to the import or manual creation of suppliers and customers. But we have written some articles that help you here: 

How to create a new customer

How to import customers