Getting Started Guide (13 Steps)
This guide takes a brand-new account from sign-up to first sale and first report in 13 steps. Each step links to a detailed article — follow them in order for the smoothest setup.
Video guide: Getting Started Guide (13 Steps)
On this page
The 13-step path
- Sign up and verify your email — Create an account.
- Create your business and enter company details — Business setup.
- Select your business type (restaurant, retail, salon, services…) — Business type.
- Configure your branch — name, address, hours — Branch management.
- Add categories for your menu or catalogue — Categories.
- Add items with prices, tax and (optionally) variants and modifiers — New item.
- Configure inventory — opening stock and suppliers — Opening stock.
- Configure taxes — rates and, if in Pakistan/KSA, tax-authority integration — Tax configuration.
- Configure printers — receipt and kitchen printers — Printers & hardware.
- Create users and assign roles/permissions — Create user.
- Set up TableTime / KDS if you run a restaurant — TableTime & KDS.
- Make your first sale — Point of Sale.
- View reports — check your first day’s sales — Reports.
Setup tips
You can import items, customers and suppliers in bulk from Excel to skip manual entry — see Import & Export.
Doing tax integration? Make sure your company’s registered country is set correctly — it controls which tax authorities (FBR/PRA/SRB/KPRA vs ZATCA) appear. See Tax Integrations.
Frequently asked questions
How long does setup take?
A basic single-branch setup takes under 30 minutes. Importing items and configuring tax integration adds time depending on your catalogue size.
Can your team set it up for me?
Yes — our team offers free onboarding, including menu/catalogue import, printer configuration and tax-authority integration. Contact support via WhatsApp.