Your first day checklist

Follow these steps in order and your company will be ready to sell on day one.

Before you start

You need to be signed in as the company owner or an admin with access to Company Settings.

Steps

1. Complete your company details in Company Settings > Organization > Company Profile. The name, address and tax number appear on every invoice.
2. Upload your logo and colours in Company Settings > Organization > Branding, then pick an invoice layout in Print Templates.
3. Create your stores (shops or warehouses) in Inventory > Store Change > Stores.
4. Create roles for your staff, then add each person in Company Settings > People And Access > Users > Add User.
5. Add your products in Inventory > Products > Add Product, or import them from a spreadsheet.
6. Enter the stock you already have in Inventory > Opening Stock > Opening Stock.
7. Make a test sale in Sales / POS > Invoice > POS Terminal, then cancel it from Invoice History.

Tips

• Set up categories, brands and measurements before products, so you can choose them while adding items.
• Use Opening Stock only once, for the stock you had before Visiro. New deliveries go through a GRN.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.