Onboarding checklist
The eight things to set up before your first sale, in the order that avoids rework — from shop details to your first backup.
Work through this list once, top to bottom. Each item links to the detailed guide. Items marked Owner/Admin need the Owner or an Admin account; the rest can be done by a Manager.
- 1. Shop details (Owner/Admin) — shop name, GSTIN, phone, email and address, because they print on every invoice and receipt. → Shop details
- 2. Invoicing settings (Owner/Admin) — UPI ID for the QR code on receipts, invoice prefix and number format, default template. → Invoicing settings
- 3. Categories and products — tidy the ten seeded categories, then add products with HSN codes, GST rates and opening stock. Use bulk import if you have a spreadsheet. → Products, Bulk import
- 4. Customers — add regulars, especially anyone with an existing udhaar balance so the ledger starts correct. → Customer profiles
- 5. Team (Owner/Admin) — invite staff, give counter staff the Manager role so they can bill, and tighten module access per person. → Inviting & managing members
- 6. Printer — connect the 80 mm thermal printer and do a test print from a POS receipt. → Printing & PDF
- 7. WhatsApp (Owner/Admin, optional) — check the WhatsApp connection, and add your own Meta WhatsApp Business number if you want messages to come from your shop's number. → WhatsApp
- 8. Backup (Owner/Admin) — connect Google Drive so your data is backed up automatically. → Google Drive backup & restore
Afterwards#
- Turn on two-factor authentication for the owner account once the setup rush is over. → Security & two-factor auth
- Install the app on the counter device and on your phone. → Install as an app (PWA)
- Switch the interface language for staff who prefer Hindi, Urdu or Kashmiri. → Language & display
Related#
Last updated 15/09/2026