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User how-to template

Use a verb-led title such as How to complete a cash sale.

What this does​

Explain the user outcome in one sentence.

Who can do this and before you begin​

State allowed roles and real prerequisites only.

Steps​

Give one action per numbered step using the exact product label. Add a current screenshot at each decision point, changed screen, sheet/dialog, or completion state.

Expected result and recovery​

Describe the resulting record and identifier. Include common problem, likely cause, resolution, and whether the action can be cancelled, retried, reversed, refunded, or escalated.