Create a new team in SalesDocks
Set up the workspace where your customers, products, and transactions will be stored.
- Enter the team name
- Choose the basic options
- Open the team home
1. Enter a team name
Enter a name that your team members will recognize, such as your business name or store name.
The team name appears in the team switcher and in shared records. You can edit it later from Team information.
2. Review the basic options
Review the currency and the options shown on the form before creating the team. These settings affect how amounts are displayed and calculated.
Use the currency your business normally uses. You can change team information later, but existing records should be reviewed before changing accounting-related settings.
3. Open the team home
Tap Create team. SalesDocks creates the workspace and opens its home screen.
Cash, Card, and Credit are created as the default payment accounts. You can add a bank account or another card later from Team settings.