Published Last updated Written and reviewed by the Resale Intelligence team
The getting-started card on the overview lists what a new store should do. Steps tick themselves when done, and the card disappears once all are complete.
The Getting started card on Overview lists what a new store should finish. Each step ticks itself when done, and the card disappears once every step is complete.
When each step is ticked
| Step | Ticked when | Read more |
|---|---|---|
| Create account | You signed up | Set up your store: sign up, store and first branch |
| Business type and store details | You created the store | Set up your store: sign up, store and first branch |
| Branch | You created the first branch with its province | Set up your store: sign up, store and first branch |
| Currency and time zone | The system already set baht and Thailand time | Set up your store: sign up, store and first branch |
| Add staff | You sent an invitation, or the store has more than one member | Invite staff and choose their role |
| Buying and selling defaults | You tapped save on the store settings page | Buying and selling defaults |
| Import existing stock | A stock import finished with at least one row | Import existing stock |
| Receive your first item | You bought your first item on the receive screen | Buy your first item: the short version |
Finished steps are struck through. Tap an unfinished step to go straight to the screen where you do it.
Good to know
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Import existing stock is ticked only by a stock import; customer or past-sales imports don't count.
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Receive your first item is ticked by a purchase on Receive; a trade-in during a sale or a stock import doesn't count.
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Buying and selling defaults is ticked when you tap save on the store settings page, even without changing a figure. Check every value before saving.
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Everyone in the store sees this card, but some steps lead to screens that need owner or admin permissions. If you can't open one, ask someone who can.
You don't have to follow the order
Do the steps in any order. But if you start buying before recording opening balances, the cash balance goes negative; see Set the opening balance before you start, which isn't on this card but should be done on day one.