Quick start

From an empty system to your first sale in about thirty minutes.

1. Company details. Open Settings → Organisation and enter your business name, address and logo. Set currencies under Settings → Currencies and tax rates under Settings → Tax. Set your time zone under Settings → Business hours & holidays.
2. Branches and warehouses. Create each location under Branches and each stock location under Warehouses. Stock is held per warehouse and every warehouse belongs to a branch.
3. Modules. Open Settings → Modules and switch off what you do not use. Nothing is deleted. Switch a module back on and its records are exactly as you left them.
4. Units, categories and brands. Create these first so products can use them. See catalogue-setup.
5. Products. Create products one by one, or import a CSV from Settings → Data export & import. See products.
6. Opening stock. Enter quantities per warehouse on the product form, or record a stock adjustment or a purchase.
7. Payment accounts. Add your cash, bank and mobile-money accounts under Payment accounts so every payment lands in the right place.
8. Users and roles. Create roles with only the permissions each job needs, then add users. See users-roles.
9. Receipt and invoice. Set your receipt under Settings → Receipt layout and your invoice under Settings → Invoice. Print a test of each.
10. First sale. Open POS, add products, take payment and print the receipt. See pos.

A good first week#

• Set up automatic backups under Settings → Backup database.
• Turn on two-factor sign-in for administrators.
• Schedule the reports you read every Monday under Settings → Scheduled reports.
• Switch on the daily owner summary under Settings → Daily owner summary.
• Do a first stock count so the system matches the shelf. See stock-control.
• Review Accounting → Accounting health and fix any warning.