Account Owner & Financial Setup

Step 2 of 3: Create your system administrator account and configure financial basics.

Account Owner / General Manager Name *

Account Owner Email *

Account Owner Phone

System Administrator Password *

This will be used to access the system. Keep it secure.

Fiscal Year Start *

When does your financial year begin?

Fiscal Year End *

When does your financial year end?

Accounting Method *

Primary Tax Jurisdiction *

Sales & Operations Configuration

Step 3 of 3: Configure your core sales and operations settings to start transacting immediately.

Primary Product/Service Categories *

Physical Products

Services

Digital Goods/Downloads

Subscriptions/Recurring

Select all that apply to your business

Track Inventory? *

Number of Warehouses/Locations *

You can add more later. Default is 1 main warehouse.

Average Order Value (in selected currency)

Helps optimize transaction settings

Estimated Monthly Sales Transactions *

Time Zone *

System Language *

Additional Setup Preferences

Create custom dashboard for General Manager

Pre-configure key financial reports

Set up automated workflow approvals

I'd like a guided setup call/training

Additional Notes or Questions