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Set up your store checklist

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The back office walks you through the first steps in the setup guide. This page is the same list written out, with the extras the guide leaves for later. Everything below can be done in any order, but this one saves the most rework. Prices depend on tax, quick keys depend on products, and a register cannot be paired until the outlet it belongs to exists.

The order

Section titled “The order”

The Settings menu in the sidebar shows General, Outlets and registers, User management, and Billing. Every other settings page, such as Sales tax, Devices, or Receipts, is under Settings > More settings, where you can also search for it.

  1. Create your store. Sign up, choose the email you will sign in with, and look around. Note your Store ID in Settings > General, because you type it to sign in. See Create your store.
  2. Set your store details and tax. Your store name, currency, time zone, logo, and contact details live in Settings > General. Your tax rates live in Settings > Sales tax. Do this before you price anything. OLET adds tax on top of the prices you set.
  3. Add your products. Build your catalog in Catalog > Products, one at a time or by importing a spreadsheet. Categories, brands, and suppliers are worth setting up first if you already know what they are.
  4. Add your team. Invite the people who will use OLET and give each of them a role. See Add your team.
  5. Create an outlet and a register. An outlet is a shop. A register is a till inside it. Both are set up in Settings > Outlets and registers.
  6. Pair the register. Provision the device in Settings > Devices, then enter the pairing code on the iPad or iPhone. See Pair your first register.
  7. Take a test sale. Sign in on the register, ring up one product, take payment in cash, and check that it shows up in Orders > Sales history. That one sale proves the whole chain works before a customer is standing there.

After the checklist

Section titled “After the checklist”

Once you are selling, the things most stores set up next are a receipt printer and a barcode scanner, the receipt design in Settings > Receipts, and a card reader in Settings > Payment settings. None of them block your first sale, so leave them until the basics are working.