First-day setup checklist

Do these in order. An Owner or Manager account is needed for most steps.

1. Check your staff in Users. Make sure each person who will bill has an account and the right role.
2. Add suppliers in Suppliers — at least the ones you will enter purchases from.
3. Add your products in Items. Set the right GST rate, schedule class and unit for each.
4. Load current stock. For medicines already on the shelf use Opening stock. From then on record new stock through Purchases.
5. Add credit customers in Customers if you sell on credit.
6. Register each billing computer in Sync so it can keep billing when the internet drops.
7. Make a test sale and print the invoice to check your details look right.