> ## Documentation Index > Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt > Use this file to discover all available pages before exploring further. # Quick Start Guide > Use this guide to understand the minimum path through Arcus: confirm settings, add products and accounts, create an order, fulfill it, invoice it, and collect payment. This guide assumes your entity already exists and your user has the permissions needed for setup, orders, fulfillment, and accounting. If a page or action is missing, ask an admin to review your role and location access. ## 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. Company business profile settings with legal name, business type, EIN, phone, website, business hours, and primary address **Settings change workflow behavior** Settings are not cosmetic only. Payment terms, tax settings, approval thresholds, print setup, locations, and integrations can change what users can do on orders, AP, inventory, fulfillment, and accounting pages. ## 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. Products list with search, filters, inventory quantity, type, status, and create product action * 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. ## 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. Accounts list with search, type filters, account numbers, account names, payment health, and create account action **Set defaults before the first transaction** Shipping address, billing address, payment terms, tax exemption, customer pricing level, and contact preferences save time and reduce order-entry errors. ## 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. Create Sales Order modal with customer, order type, sales channel, location, delivery method, and address fields ## 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. Fulfillment Station with ready-to-pack orders, status filters, order rows, customer, channel, and fulfillment actions ## 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. Record payment form on an order with payment method, received amount, payment date, and reference fields ## 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. ## 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. ## Related Articles A quick orientation to the Arcus workspace. Find modules, records, settings, and support tools quickly. Confirm environment, learn navigation, find records, and practice safely. Follow the full customer sale workflow from order to payment, fulfillment, invoice, deposit, and reconciliation. Follow the vendor buying workflow from purchase order to payment and bank reconciliation. Review stock health, receiving, movements, counts, shortages, and warehouse closeout. Configure business profile, environment, branding, locations, and the workflow impact of company defaults. Create physical products, services, and product records. Build a sales order, add customers, set addresses, and add products.