Docs
Docs › Getting started

First-day setup checklist

A step-by-step checklist to get a new shop ready to bill customers, in the order that saves the most rework.

Follow these steps in order. Most shops finish them in an afternoon. You will need the Owner login, or a role that can manage settings, catalogue and stock.

#1. Business details

Go to Administration > Settings > Business.

  • Enter your Business name and Business GSTIN / Tax ID.
  • Check the Currency (INR for India).
  • Decide the rules that suit your shop, such as Return window (days), rounding invoice totals, and whether to Allow selling below zero stock.
  • Upload your Business logo so it appears on invoices.

Click Save at the end. More in the Settings guide.

#2. Your store

Go to Administration > Stores. Your first store may already exist. Check its name, address, State (GST state code) and GSTIN.

#3. Taxes

Go to Inventory > Taxes and make sure the GST rates you sell at (for example 5%, 12%, 18%) are there. You will pick one for every product. See Catalog masters.

#4. Categories, brands and units

Go to Inventory > Categories, Brands and Units and add the ones you use, such as "Grocery" or "Piece" and "Kg". Keep them simple; you can add more later. See Catalog masters.

#5. Products

Go to Inventory > Products and add your items one by one, or import them from Excel/CSV if your plan includes it. For each product set a name, code or barcode, category, tax, selling price and purchase cost. See Products.

#6. Opening stock

Your products start with zero stock. Put your existing stock into the system in one of two ways:

  • Purchases. If you are buying new stock from a supplier, record it as a purchase. First add the supplier under Suppliers. See Purchases and Suppliers.
  • Stock adjustment. For stock already on your shelves, add it with a stock adjustment. See Stock.

Then open Inventory > Stock and compare a few items with what is physically on the shelf.

#7. Users and roles

Go to Administration > Users and add your manager and cashiers, each with their own email and password. Give each person a role that matches their job. Cashiers usually need only the POS and Sales. See Users and roles.

#8. UPI payments

Go to Settings > UPI, turn on the UPI QR code, and enter your Merchant UPI ID (VPA) and the name customers should see. The POS payment screen will then show a QR for the exact bill amount. See Point of sale.

#9. Receipt

Go to Settings > Receipt and set your Receipt header and Receipt footer (for example your address and "Thank you, visit again"), the Paper width (mm) of your printer, and whether to show the CGST / SGST / IGST breakup.

#10. Make a test sale

  1. Open the POS. If your shop requires it, open a register with your starting cash.
  2. Add a product, take a payment and print or view the receipt.
  3. Check Sell > Sales and the product's stock. Both should have changed.

See Point of sale and Registers. If you made a test sale you do not want, use a return or ask your owner how to handle it.

#Optional next steps

  • Turn on Settings > Loyalty to reward repeat customers.
  • Set up scheduled backups.
  • Launch your online shop (Business plan).
  • Connect email, WhatsApp or SMS for sending invoices.