Setup Overview and Checklist

This is the installation guide. Work through it top to bottom and your workspace will match how your shop operates. The order matters: each step is used by the ones after it.

Set aside two to three hours for a first pass. Decoration methods and pricing rules take real thought, because that is where your shop's commercial logic gets written down. Everything else is data entry or a switch.

Where It Lives

#	Step	Where in the workspace	Time
1	Business details and branding	Insight, then Brand & portal	15 min
2	Tax, currency and invoices	Insight, then Brand & portal and Invoice template	15 min
3	Decoration methods	Pricing, then Decoration methods	30 min
4	Price lists	Pricing, then Price lists	10 min
5	Pricing rules	Pricing, then Pricing rules	30 min
6	Catalogue and SKUs	Records, then Catalogue import, Styles, Colours and Inventory	20 min
7	Suppliers and purchasing	Insight, then Integrations; Records, then Purchase orders	15 min
8	Production workflow stages	Insight, then Workflow stages	5 min
9	Customers and contacts	Records, then Customers	20 min
10	Email and SMS templates	Insight, then Email & SMS templates	20 min
11	Payments with Stripe	Insight, then Integrations	10 min
12	The customer portal	Insight, then Brand & portal; the customer page	15 min
13	Your team and roles	Settings, then Team	15 min
14	Shop floor hardware	Operate, then Production; Brand & portal for the kiosk	30 min
15	Go-live checklist	Everywhere	20 min

Sample data is the optional set the setup wizard offers. Load it to click through the product before step 6, and remove it when your own catalogue is in.

Why This Order

• A quote needs a decoration method and a SKU, and a customer's rate comes from a price list. Those come before you quote anything.
• Pricing rules adjust prices that only exist once decoration methods and price lists do.
• The portal shows prices and invoices, so branding and tax come before you invite a customer.
• Team comes late on purpose: invite people once the workspace is worth signing in to.

Finding Your Way Around

The dashboard, with the grouped sidebar on the left.

Group	Contains
Getting started	The setup wizard, until you finish or skip it, and while sample data is loaded
Records	Customers, Inventory, Styles, Colours, Catalogue import, Purchase orders, Asset library, Invoices, Campaign stores, Affiliate store editor
Pricing	Decoration methods, Pricing rules, Price lists
Operate	Quotes, Orders, Time on jobs, Production, Batch production, Cycle counts, Returns, Messages
Insight	Reports, Demi (AI), Coupon codes, Promotions, Email broadcasts, Email & SMS templates, Brand & portal, Invoice template, Integrations, Billing, Audit log, API tokens, Webhook subscribers, Workflow stages
Settings	Team

The global search at the top of the workspace finds a customer, quote, order, SKU or teammate from anywhere.

Do a dry run before you invite anyone

Once steps 1 to 6 are done, create a test customer with your own email, quote a job you have already done, convert it, move it across the board and let dispatch issue the invoice. Compare the numbers with what you charged. Fixing pricing now takes ten minutes; fixing it after your team has quoted twenty jobs on the wrong figures does not.

When You Are Done

Running the shop covers the daily rhythm, and selling online covers storefronts, team stores and campaigns.