How to Setup a New Business
Recommended first-time configuration order for administrators.
Goal: A fully configured business ready for daily operations — settings, users, catalog, and initial stock.
Settings
Users
Products
Purchases
1
→
Business
Settings
2
→
Users
People
3
→
Catalog
Products
4
Stock
Purchases
Phase 1 · Business & system settings
- Business Settings — Preferences → Business Settings: company name, logo, address, default currency, invoice footer.
- Warehouses — Preferences → Warehouses: create your store/location(s).
- POS Settings — Preferences → POS Settings: receipt layout, default customer.
- Mail Settings — Configure SMTP if you plan to email invoices.
- Billing — Confirm subscription is active at Sidebar → Billing.
Phase 2 · Users & permissions
- Create roles — Preferences → User Roles Permissions: Admin, Manager, Cashier, etc.
- Add users — People → Users: create staff accounts and assign roles.
- Assign warehouses — Restrict users to specific warehouses if needed.
Phase 3 · Product foundation
- Create Categories, Units, and optionally Brands.
- Add Suppliers and a default Customer (walk-in).
- Add products to catalog (or import via CSV).
Phase 4 · Initial stock & go live
- Create a Purchase with status Received to stock products.
- Verify stock in Reports → Stock Report.
- Test a POS sale with a cashier account.
Verify success
- Staff can log in with correct permissions
- POS completes a test sale
- Dashboard shows today's data