Getting Started with Sevenledger

Define Your Identity (Organization)

Before you sell a single item, your documents need to look professional and comply with local laws.

• Go to Settings > Organization > Edit Organization.
• Profile: Upload your Logo and enter your PAN/VAT Number. This ensures every invoice you generate is tax-compliant.
• Fiscal Year: Define your current financial year (e.g., “82/83” for the Nepali calendar). This is critical for your reporting.

Invite your team

Don’t do it alone. Bring your staff into the system securely. Sevenledger is designed to make your operations easy, that’s why having your team member in the platform is essential.

• Go to General Settings > Team.
• Invite: Add your accountants, sales staff, and warehouse managers by email.
• Roles: Use the Roles tab to restrict access. For example, give your sales clerk access to create orders but block them from viewing your total profit.

Add your bank and cash accounts

Where will the money go? You need to define your “containers” for cash.

• Go to Accounting > Cashflow.
• Bank Accounts: Add your primary business bank accounts (e.g., Nabil, NIC Asia).
• Cash Accounts: Create ledgers for your physical money locations, like “Main Register” or “Petty Cash”.

Import Data

If you are moving from another software or Excel, you likely have existing balances. For this we have to sue different import methods.

Import Products:

• Go to Inventory > Items.
• Use the Import button to upload a CSV file of your existing products and stock levels.

Import Customers:

• Go to Accounting > Contacts > Customers.
• Use the Import button to upload a CSV file of your existing customers and their balances.

Import Vendors:

• Go to Accounting > Contacts > Vendors.
• Use the Import button to upload a CSV file of your existing vendors and their balances.

Set Opening Balances:

• Go to Accounting > Opening Balance.
• Use the Set Opening Balances button to define your opening balances for all the accounts.

5. Setup Warehouses and Stores

You need to define physical locations where you store your inventory in Sevenledger. This is available from Business Plan Only.

Create Warehouses:

• Go to Inventory Settings > Warehouses.
• Add Warehouse: Create your main warehouse where all your stock will be stored.

Create Stores:

• Go to POS Settings > Stores.
• Add Store: Create your retail store locations where sales will occur.
• Assign Warehouse: Link each store to a warehouse for inventory tracking.