Welcome to the Sevenledger family! Setting up a new business platform is a big step, but don’t worry—we’ve got your back. To make your transition as smooth and stress-free as possible, we recommend following a clear setup sequence. Trying to jump ahead (like creating an invoice before you’ve set up your tax rates) can cause unnecessary bumps in the road.
Follow these straightforward steps, and you’ll have your workspace fully configured and ready to go live in no time.
1. Lay the Foundation
Before you dive into adding products or making sales, let’s get your company’s core settings dialed in.
Set Up Your Organization Profile
Head over to Configuration > Organization. This is where you’ll add your official business name, address, tax IDs, and upload your beautiful company logo. We’ll automatically use these details to make your outbound invoices and purchase orders look incredibly professional.
Configure Your Financial Preferences
Next, navigate to Configuration > App Preferences > Financials.
- Fiscal Year: Choose when your financial year begins.
- Home Currency: Pick the primary currency you operate in (a quick heads up: you typically won’t be able to change this once you log your first transaction, so choose carefully!).
- Tax Rates: Set up the taxes you need to collect (e.g., VAT 20%, State Sales Tax 7.5%, or Tax Exempt).
Invite Your Team
Business is a team sport! Go to Configuration > Team to invite your administrators and staff. You can easily assign role-based access to make sure everyone has exactly the tools they need—and keep sensitive areas (like financial reports) restricted to the right folks.
2. Bring In Your Data
With your foundation solidly in place, it’s time to bring your historical data into your new Sevenledger home.
Import Your Contacts
Head to Contacts > Customers and use our handy bulk import tool to upload your existing client list via a CSV file. You’ll want to repeat this quick process for your Vendors (suppliers) as well.
Add Your Catalog
Navigate to Inventory > Items to upload the products you sell. Pro tip: Keep your SKUs consistent! If you sell products with different sizes or colors, check out our guide on Item Variants to see how to format your spreadsheet perfectly before importing.
Record Opening Balances
This is the most crucial step for your accounting accuracy! You need to show Sevenledger exactly what you own and owe on the day you make the switch. Go to Financials > Opening Balances and enter:
- Bank Balances: The exact amount sitting in your checking accounts today.
- Receivables & Payables: Any unpaid invoices from customers who owe you, and unpaid bills you still need to pay your vendors.
- Inventory Stock: The total quantity and value of the products currently sitting in your warehouse or store.
3. Test Drive Your Workflows
Data imported? Awesome! Let’s take Sevenledger for a spin. We highly recommend running one complete test cycle for each of your main sales channels to ensure everything flows perfectly:
- B2B / Wholesale: Create a Standard Invoice for a test customer and log a manual payment against it.
- Physical Retail: Jump into Point of Sale, set up a quick Terminal, and run a test cash transaction as if a customer just walked in.
- Online Sales: Customize your Online Store theme, make a few items “Visible Online,” and run a test checkout using a dummy credit card on your payment gateway’s test environment.
Once you see your test orders move smoothly from creation straight into your financial ledger, you are ready to officially launch! We’re so excited to see your business thrive on Sevenledger.