ReviewedVersion: 2026.0712 min read
Onboard a new business
Establish the business, branches, users, and required settings before go-live.
Who is this for?Business owner and system manager
Applies toAll supported business types
Last reviewed2026-07-15
01
What you will accomplish
- ✓Create the branch structure
- ✓Assign responsibilities and permissions
- ✓Close the readiness checklist before go-live
02
Operating workflow
- 01
Define business identity and type
- 02
Create branches and warehouses
- 03
Add users and assign branch access
- 04
Configure tax, pricing, and printing
- 05
Run operational acceptance testing
03
Operating and safety controls
Do not use branch_id=0
Grant least privilege
Do not open production before local and pilot acceptance
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.