First-day setup checklist

Work through these steps, in this order, before your first real sale. Each links to its own page.

1. Your business#

• Business profile — name, legal name, tax registration number, address, logo, currency and time zone.
• Branches and warehouses — rename Main Branch, and add your other shops and store rooms, each with a short code.

2. Money and tax#

• Tax rates — at least VAT 14%, with its ETA category if you'll e-invoice.
• Payment methods — card, bank transfer, mobile wallets. Cash already exists.
• Accounting settings (if your plan includes accounting) — map card and bank methods to Bank Account, and enter opening balances.

3. Documents and printing#

• Document settings — the document logo, number prefixes, and what each document shows.
• Printers and labels — how receipts print and what barcode labels look like.

4. People#

• Roles — check what Cashier and Accountant can do.
• Users — one per person, each with a role and a home branch.

5. Your catalog#

• Categories, brands and units.
• Products — one by one, or from a spreadsheet.
• Stock on hand — opening stock for what's already on your shelves.

6. Contacts#

• Customers and suppliers — at least your suppliers and business customers (with their tax numbers). Import a list if you have one.

7. Optional#

• ETA e-invoicing.
• Discounts and price lists.
• WooCommerce, if you sell online.

8. A test sale#

Open the POS, open the register, sell one item, print the receipt, and check that stock went down. Then return it.