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First week checklist

Use the first week to clean setup and decide what matters next.

Getting started5 steps

1
Review top products
Open Reports and check which products sell most often.
2
Check sales by day
Look for busy and quiet days so you understand the trading pattern.
3
Clean the product list
Rename unclear products, remove duplicates, and put products into the right categories.
4
Decide on stock and recipes
If margins or stock control matter now, start the stock/margin checklist. If not, keep selling first.
5
Choose a plan
Open Billing and choose Core or Operations before the trial ends.