Your first 10 minutes: setup checklist

Your first 10 minutes: setup checklist — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Getting Started section of the OneSuit Knowledge Base.

Where to find it: Dashboard

Steps

1. Upload your logo under Settings → Dynamic Appearance.
2. Add your warehouse / branch under Settings → Warehouses.
3. Set currency and tax under Settings.
4. Create product categories, then add or import products.
5. Add customers or import them from Excel.
6. Add staff users with roles.
7. Open the register and make a test sale.

Tips

• Do a test sale and a test service job before going live.
• Delete test data from Sales → Sales list.

Need help?

If something on this page does not match what you see in OneSuit, message our support team on WhatsApp with your subdomain and a screenshot — we reply within minutes during business hours (Mon–Sat, 10am–8pm PKT).