Setup overview and checklist

This is the installation guide. Work through it top to bottom and your workspace will match how your shop actually operates. The order is not arbitrary: each step is used by the ones after it, so skipping ahead means coming back.

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

Why this order

Branding  ->  Tax + invoices  ->  Decoration methods  ->  Price lists  ->  Pricing rules
                                                                                 |
                                        Catalogue + SKUs  <---------------------- +
                                                |
                     Suppliers  ->  Workflow stages  ->  Customers  ->  Templates
                                                                            |
                          Payments  ->  Portal  ->  Team  ->  Shop floor  <-- +
                                                       |
                                                   Go live

• A quote needs a decoration method, a price list and a SKU. So those three come before you quote anything.
• Pricing rules adjust prices that only exist once decoration methods and price lists do.
• Templates reference workflow stages, so stages come first.
• The portal shows invoices and prices, so branding and tax come first.
• Team comes late on purpose: invite people once the workspace is worth logging into.

The checklist

#	Step	Where in the workspace	Time
1	Business details and branding	Insight, then Brand and portal	15 min
2	Tax, currency and invoices	Insight, then 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 Inventory	20 min
7	Suppliers and purchasing	Insight, then Integrations	15 min
8	Production workflow stages	Insight, then Workflow stages	10 min
9	Customers and contacts	Records, then Customers	20 min
10	Email and SMS templates	Insight, then Email and SMS templates	20 min
11	Payments with Stripe	Insight, then Integrations	10 min
12	The customer portal	Insight, then Brand and portal	15 min
13	Your team and roles	Settings, then Team	15 min
14	Shop floor hardware	Operate, then Production	30 min
15	Go-live checklist	Everywhere	20 min

Finding your way around

The workspace navigation is grouped, and the group names are worth learning because these docs use them constantly.

Group	Contains
Records	The things that persist: customers, inventory, purchase orders, assets, invoices, campaign stores, the affiliate store editor
Pricing	Decoration methods, pricing rules, price lists
Operate	The day's work: quotes, orders, time on jobs, production, batches, cycle counts, returns, messages
Insight	Reports, Demi, marketing, settings, integrations, billing, audit log, API and webhooks, workflow stages
Settings	Team

Two navigation habits that save time:

• The global search at the top finds a customer, order number, quote or SKU from anywhere.
• The sidebar collapses with the arrow next to the logo, which is worth doing on a laptop when you are working in a wide table.

Do a dry run before you invite anyone

Once steps 1 to 6 are done, create a test customer, quote a job you have already done in real life, convert it, drag it across the board and issue the invoice. Compare the numbers to what you actually 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

Head to running the shop for the day-to-day, and to selling online when you want storefronts, team stores and campaigns.