LapitapDocs
v2 Boson/Getting started

First run

What to set up before the first sale.

On a fresh installation, set things up in this order:

  1. Currency — the app asks an administrator to pick one before showing any page. It locks once money has been recorded. See Currency.
  2. Outlets — each shop and the Warehouse. Outlet codes start every sales invoice number.
  3. Branding — logo and the details printed on invoices.
  4. Categories — a new installation already has Laptop, Hardware (Processor, RAM, Storage, Graphics Card, Display Panel), Accessories (Power Adapter, Power Cable, Bags) and Devices (Monitors). Add your own sub-categories, and set accounts and taxes where they differ.
  5. Brands / Models and Components — what your laptops are made of.
  6. Accounting → Payment Methods — cash tills, bank accounts, wallets and gateways, each linked to an account.
  7. Users and Roles — give each person only what they need.
  8. Settings — email (SMTP) for password resets, backups.

Then record stock: a purchase (deal) from a vendor, followed by Add laptop for each unit — or a Buy-In for a laptop bought over the counter.