The setup checklist on your dashboard
A self-checking list that walks a fresh store to its first sale — and hides itself when you're done.
2 min read · Getting started
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A fresh workspace opens with a Getting started card on the dashboard — a short, ordered list of setup steps matched to your store type (in-store or online).
How it works
- Steps check themselves off from real data — create a product and the product step is done. There's nothing to tick manually.
- The green Next step button jumps straight to wherever the first undone item lives.
- An Optional row hides nice-to-haves (like importing customers or designing the storefront) until the required list is done.
- The Tours button opens the tour center — guided walk-throughs of the big screens.
Dismissed it by accident?
The card hides once you finish everything or press × — reopen it anytime from the ? help menu in the header.
Tip: Do the steps in order. Later ones assume earlier ones exist — "receive stock" needs a product first, and "first sale" needs stock.
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Related guides
Set up your store profile
Store name, logo, currency, tax and receipt details — what customers see on paper and online.
Make your first sale
Open a shift, scan or tap products, take payment and print the receipt — the full POS loop.
Create your account
Sign up your business for a SYEZPOS workspace — takes about two minutes.
Didn't find what you needed? Press Ctrl K to search all guides, or ask your admin to open the ? menu in the app.