The dashboard and setup checklist
The Dashboard is the first page after you sign in.
What you see
Section titled “What you see”- Today — net sales, number of sales, average sale and returns so far today, with a link to All reports.
- Best sellers today — the products selling most today.
- Business — your business name, Business code, currency, time zone, contact and the date you joined.
- Your access — the roles and permissions you have, and for which branches.
- Plan — your plan’s name, every feature marked ✓ (included) or ✕ (not included), and its limits: active branches, registers, employees and products. To change your plan, contact your service provider. See Plans and features.
What appears depends on your permissions. A cashier, for example, does not see sales figures.
The setup checklist
Section titled “The setup checklist”New businesses see a card called Get your business ready at the top of the dashboard. It shows progress — for example 3 of 8 done — and these steps:
| # | Step | Where it takes you | Ticks itself when… | Can be marked by hand |
|---|---|---|---|---|
| 1 | Business details and receipt header | Settings | phone, address or receipt header lines are filled in | Done |
| 2 | Tax | Catalog setup → Taxes | an active tax rate exists | We do not charge VAT |
| 3 | Payment methods | Settings | a payment method was changed or added | These are fine |
| 4 | Products | Products | at least one product exists | — |
| 5 | Opening stock | Inventory → Opening stock | any stock has been posted | Skip for now |
| 6 | Pair the first till | POS devices | a till is registered | — |
| 7 | Add staff | Employees | there is more than one active employee | I work alone |
| 8 | Make the first sale | opens the till | the first sale has reached the back office | — |
Tips:
- Each step has an Open button that takes you to the right screen.
- On the Tax step, Add VAT 18% creates the standard VAT rate and a VAT 18% tax group in one click.
- Marked a step by mistake? Select Not done to undo it.
- Steps for features that are not in your plan are left out — so your checklist may have fewer than eight steps. See Plans and features.
- Only people who can manage business settings (owners and administrators) see the checklist.
When everything is done the card says Your business is ready. Select Hide checklist to remove it.
Bring the checklist back
Section titled “Bring the checklist back”Hid it too early? Go to Settings and select Show the setup checklist on the dashboard again.
The step-by-step version of the checklist is the Quick start.