How to Complete Initial System Setup

Step-by-step walkthrough for configuring a new company and initial settings.

First-Time Setup Walkthrough

Follow these steps when setting up a new deployment:

1. Complete the initial setup wizard to create your company, domain, and administrator profile.
2. Verify company currency, fiscal year dates, and country tax defaults.
3. Configure your primary warehouse and chart of accounts tree.
4. Create user accounts and assign appropriate roles.