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First-day set-up checklist

Set up the foundations first (business details, branches, tax, payment accounts), then your products, suppliers and customers, then your staff, and finish with a test sale.

Who can do this: An administrator setting up the system.You need: An Admin or Super Admin account.
  1. Business details. Open Settings → Business and enter your business name, address, phone, email, currency symbol and time zone. See “Set your business details, currency and time zone”.
  2. Branches. Open Settings → Branches and add each shop or location. See “Add your branches”.
  3. Tax. If you charge VAT or similar, set it in Settings → Tax. See “Set up tax”.
  4. Payment accounts. In Settings → Accounts, choose which account receives cash, card and bank payments. See “Connect cash, card and bank payments to accounts”.
  5. Categories, brands and units. Add them from Products → Categories, Brands and Units so products can be sorted from the start.
  6. Products. Add products one by one (see “Add a product”) or import a list from a file.
  7. Suppliers and customers. Add the suppliers you buy from and the customers who buy on credit (see “Add and manage suppliers” and “Add customers”).
  8. Opening stock. Record the stock you already hold. The best way is a purchase order for each supplier (see “Create a purchase order and receive stock”).
  9. Staff. Create roles and users (see “Add a user” and “Roles and permissions explained”).
  10. Test sale. Make one sale at the POS to confirm everything works (see “Make your first sale at the POS”).

Last checked against ANOWEX ERP on . Screens and wording can change as the product is updated.