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

  1. After your first login, the Business Setup Wizard will appear.
  2. Enter your Business Name (e.g., Sharma Electronics).
  3. Select your Business Type (e.g., Retailer, Wholesaler, Manufacturer, Service Provider).
  4. Choose your Currency (default: INR โ‚น).
  5. 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.

Yes, go to Settings > Business Information to update your business name, type, or currency at any time. Changes will be reflected across your invoices, reports, and dashboard.

The Business Setup Wizard takes less than a minute. You only need to enter your business name, select your business type, and choose your currency. You can start adding items and creating invoices immediately after.

After onboarding, create your first store (Inventory > Manage Stores), then start adding your items with prices and opening stock. Once items are added, you can begin creating sales and purchase invoices right away.

Yes, the business name you set during onboarding is displayed on all your invoices, bills, and reports. You can update it anytime from Settings > Business Information if you need to change it later.

Related Guides

Related Features

Related Glossary Terms

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