What to set up first

Before creating quotations, orders, or invoices, set up your company records. Each form only shows options you have already created.

This guide explains the recommended setup order and how each area connects.

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Setup hierarchy

Your company
  └── Branches
        └── Locations (warehouses / stores / vans)
              └── Sub-locations (optional)
  └── Users (assigned to branches)
  └── Chart of Accounts
        └── Payment Methods
  └── Units → Taxes → Products
  └── Customers / Suppliers
  └── Transactions (Quotation, Sale Order, Delivery Note, Sale, etc.)

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Recommended setup order

Step 1 — Organization

#	What to create	Where to find it	Needed for
1	Branches	General Settings → Master → Branches	Locations and day-to-day transactions
2	Locations	General Settings → Master → Locations	Sales, purchase, and stock
3	Sub-locations	Sub-locations	Bins or shelves (optional)
4	Users & roles	Users, Roles	Staff access; assign branches to users
4a	Approval Rules (optional)	General Settings → Master → Approval Rules	Hold documents (for example new customers) until they are signed off — Approval flow

Step 2 — Financial foundation

#	What to create	Where to find it	Needed for
5	Account Groups	Accounts → Account Groups	Chart of accounts
6	Account Detail Types	Accounts → Account Detail Types	Chart of accounts
7	Chart of Accounts	Accounts → Chart of Accounts	Payments, journals, ledgers
8	Payment Methods	Payment Methods	Recording payments on invoices

Financial year start, currency, and date format are set by your administrator in business settings.

Step 3 — Products

#	What to create	Where to find it	Needed for
9	Units	Products → Units	Creating products (required)
10	Taxes	Taxes	VAT on products and invoices
11	Brands / Categories	Products	Organizing products (optional)
12	Products	Products	Line items on transactions
13	Selling Price Groups	Selling Price Groups	Different prices for different customers
14	Document numbers	Module Numbers	Invoice and order numbering

Step 4 — Customers and suppliers

#	What to create	Where to find it	Needed for
15	Customers	Customers	Sales transactions
16	Suppliers	Suppliers	Purchase transactions

Step 5 — Transactions

Once the above exists, you can create:

• Sales: Quotation → Sale Order → Delivery Note → Sale (Invoice) → Sale Return
• Purchase: Purchase Order → GRN → Purchase (Invoice) → Purchase Return

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How transactions use your setup

What you select on the form	Comes from
Customer / Supplier	Customers or Suppliers list
Location	Locations (warehouse or store)
Branch	Branch selector at the top of the screen (not on the form itself)
Products	Product catalogue — added as line items
Payment method	Payment Methods — chosen when recording a payment
Tax	Applied automatically from the product
Selling price	Customer's selling price group and location

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What each area needs first

Area	What you need first
Products	Units (required), Taxes (optional)
Customers	Selling price group (optional)
Suppliers	None
Quotations / Sales	Customer, Location, Products, Taxes
Purchases	Supplier, Location, Products, Taxes
CRM Leads	None (converts to Customer later)
Stock Transfer	Branches, Locations (source + destination)
Journal Entry	Chart of Accounts, Location

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What to do next

• Branches and locations
• Units, taxes, and payment methods
• Chart of accounts
• Users and roles
• Adding products
• Managing customers
• What’s in Web Admin
• Email (SMTP) setup — hosts, ports, and app passwords
• WhatsApp setup — WhatsApp Business Cloud keys
• Print templates — A4 Print and PDF layout