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Industry guides

Getting Started Checklist

Business details

  • Business name, address, phone and email for your receipts and invoices
  • Your logo in a common image format
  • The branches (locations) you want to manage

Money settings

  • The tax rates you charge
  • The payment methods you accept
  • Your financial year start month

People

  • A list of staff who need access
  • Which roles they need, for example cashier, manager or owner

Products

  • Product names, categories, brands and units
  • Selling prices, and purchase prices if you want profit reporting
  • Barcodes, or a plan to print labels for items without them
  • Opening stock per branch

Hardware

  • A computer or tablet with a modern browser
  • Optional: a keyboard-style barcode scanner, a receipt printer and a label printer

Ready to start? Contact us and we will help you set up.

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