Business Setup (Onboarding)
The Business Setup Wizard appears after your first login. It collects basic information about your business โ name, type, and currency โ so that Stock Register can tailor the experience for you. For example, selecting 'Manufacturer' enables manufacturing features, while 'Retailer' focuses on sales and inventory. This setup takes less than a minute and ensures your invoices, reports, and dashboard reflect your actual business identity.
Steps
- After your first login, the Business Setup Wizard will appear.
- Enter your Business Name (e.g., Sharma Electronics).
- Select your Business Type (e.g., Retailer, Wholesaler, Manufacturer, Service Provider).
- Choose your Currency (default: INR โน).
- Click "Save & Continue" to proceed to the Dashboard.
Tip: You can always edit your business information later from Settings > Business Information.
Common Questions
You can change your business type later from Settings > Business Information. The business type primarily determines which features are highlighted in your dashboard, so changing it will adjust your experience accordingly.
Each Stock Register account is tied to one business. If you need to manage multiple businesses, you can create separate accounts with different phone numbers or contact support for multi-business options.
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