Get ready for your first transaction
Prepare the customer, product, and payment settings you need before recording your first sale or purchase.
In this guide
- Add your first customer
- Register your first product
1. Add your first customer
Open Customers from the bottom navigation and tap Add Customer. The customer name is required; add business registration and contact details when you need them.
Choose Sales if you only sell to this customer, Purchases if you only buy from them, or All if the relationship can include both transaction types.
2. Register your first product
Open Products from the bottom navigation and tap Add Product. The product name is required; add purchase and selling prices when you manage both sides of a transaction.
Enter opening stock if you already have inventory on hand. After saving, the product can be selected immediately in a sale or purchase.