Setup checklist

After a new installation, the system admin’s dashboard shows a Finish setting up panel. It lists the steps needed before the team can start working, tracks which ones are done, and links each step to the screen where you complete it.

The checklist updates itself as you work: most steps are ticked automatically once the system detects them. It disappears when every step is done, or when you dismiss it.

What’s on this screen

• The Finish setting up title with the progress, for example 3 of 8 steps done, and a progress bar.
• One card per step with its title and a short description. Done steps are ticked and struck through.
• Mark as reviewed or Admins approve for now on steps you confirm by hand.
• The Dismiss button.

The steps

• Add regions and warehouses — done when at least one region and one warehouse exist.
• Add a supplier — done when at least one supplier exists. Receipts and repairs need suppliers.
• Configure approvers — done when every warehouse has an approver for issues and write-offs.
• Review movement numbering — done when you mark it as reviewed.
• Review label settings — done when you mark it as reviewed.
• Configure email and send a test — done when email is set up and a test email was sent successfully.
• Invite users and assign warehouses — done when there is more than one user and at least one user is assigned to a warehouse.
• Run a backup — done when the last backup succeeded.

How to complete a step

1. Open Dashboard from the side menu.
2. In the Finish setting up panel, click a step. It opens the screen where that step is done, such as Warehouses, the supplier form or a tab of Settings.
3. Finish the work there and return to the dashboard. The step is ticked automatically.

How to confirm a step by hand

Some steps cannot be detected automatically, or you may choose to accept the defaults.

1. For Review movement numbering or Review label settings, check the settings, then click Mark as reviewed.
2. For Configure approvers, click Admins approve for now to keep admins as the approvers until you assign warehouse approvers.

How to dismiss the checklist

1. Click Dismiss at the top of the panel.

Caution

Dismissing hides the checklist for good, for every admin. It does not come back, even if steps are still open.

Required permission

The panel appears on the admin dashboard. Confirming steps and dismissing the checklist need the manage settings permission.