Quick Start Guide

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1. Confirm Company Setup

Before live orders, confirm the business profile, addresses, locations, branding, document settings, tax settings, payment settings, shipping settings, and user access. These settings affect invoices, packing slips, emails, labels, tax, payments, purchasing, and accounting.

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2. Add Products

Products are required before order lines, inventory receiving, pricing rules, kits, serials, and fulfillment can work correctly. Start with the core product record, then add shipping, inventory, pricing, kit, serial, and bin details as needed.

• Set the product name, SKU or part number, and product type.
• Add price and cost details before selling or purchasing.
• Add dimensions and weight before shipping or 3D packing.
• Use kit setup for bundles that consume component inventory.
• Use serial and bin controls only when the product needs that level of tracking.

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3. Add Accounts

Orders and bills need accounts. Create customer, vendor, or combined accounts with the correct addresses, contacts, payment terms, tax status, pricing level, and payment methods.

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4. Create an Order

Open Orders, click Create Order, choose the account, set fulfillment details, and add line items. Review pricing, tax, freight, inventory warnings, kit availability, serial requirements, and payment holds before confirming.

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5. Fulfill and Ship

Fulfillment turns open order lines into picked, packed, labeled, and shipped work. Use the Fulfillment Station for warehouse flow, package review, packing slips, carrier labels, serial capture, and shipment completion.

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6. Invoice and Collect Payment

After the order is ready, post or manage the invoice according to your workflow, then record payment from the order, invoice, AR, or account workflow. Payment method setup determines whether the entry posts to cash, clearing, check, ACH, credit card, or another configured account.

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What to Configure Next

• Users and roles: invite the team and grant only the access they need.
• Integrations: connect Stripe, Shippo, AvaTax, PrintNode, Shopify, Plaid, or other required systems.
• Tax and payment settings: confirm defaults before production orders.
• Purchasing and inventory: set reorder points, vendors, receiving workflow, and approval thresholds.
• Accounting setup: verify chart of accounts, system mappings, AP, AR, bank accounts, and reports.

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Common Setup Blocks

• A setup page is missing: confirm your active entity, role, location restrictions, and whether the module is enabled for the entity.
• Products cannot be ordered: confirm the product is active, sellable, priced, stocked or service-type, and available at the order location.
• An order cannot move forward: review payment terms, approval state, inventory availability, address validation, tax setup, and fulfillment readiness.
• A label cannot be purchased: check the ship-from location, customer address, product dimensions, package weight, Shippo connection, and carrier rule.
• Payment cannot be recorded: review the payment method, customer account, open balance, Stripe or ACH status, cash register, and accounting period.
• Reports look empty: confirm the entity, date range, posted transaction state, sandbox versus production environment, and your report permissions.

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