Getting started in your first hour

Set up the company

1. Sign up with your company name, your name, email, phone and a password, and tick the box to accept the Terms and Privacy Policy.
2. Open the confirmation email and click the link. (If you signed up with Google you skip this.)
3. Choose your plan. Every plan starts with a 14-day free trial; you set up automatic payment with Razorpay and are not charged during the trial.
4. Open the Dashboard. On a new company it shows a Getting started card with the four steps below. You can hide it, and it disappears by itself when all four are done.

The four first steps

1. Add your factory: type its name in the box at the top of the page.
2. Add a product: Production, then Products, then Add Product. This is what you make.
3. Invite a teammate: Users, then Invite user. Give their email, a role name, a department and what they may do.
4. Record your first order (Orders, then New Order) or your first production entry (Production).

What to expect next

• The Dashboard fills in as you add data.
• The AI Assistant can answer questions as soon as there is data to ask about.
• Finance shows your Tally figures once Tally is connected (see "Finance and Tally").