Get Started

Setup process checklist:

  1. Create Product Categories (manually create categories or import categories)

  2. Create Products / Services

  3. Update General Setup Configuration

  4. Update Expense Settings to provide staff with access to process purchase orders and supplier invoices

  5. Configure Customer Web Order App settings for customers to remotely order products by scanning a QRC code (optional)

  6. Setup Stripe payment processing by selecting Payment setup then select Stripe and create your payment account then order your card reader from Stripe website.(optional)

  7. If connecting with a Merchant Service Provider (MSP), please see setup process for PAX.

  8. Create Product Categories and add product list manually or upload product list

  9. (Optional) Setup the measurement basis for how to make products (assembled or manufactured)

  10. Add inventory via the Purchase Order Module

  11. Add users and configure their access