Setup guide for admins

This page is for owners and managers. It lists what to set up first, in order, then what to keep adjusting as you run — each step links to its detailed section.

Setup checklist

Your stores are created with your account, so you can start with the menu.

1. Build your menu — categories, items, sizes, and combos.
2. Register inventory items — the stock each store keeps track of.
3. Set up recipes — link menu items to inventory so stock is deducted automatically on every sale.
4. Set up expense items — the recurring and one-off costs each store records.
5. Add employees — the people who work each store, for attendance and payroll.
6. Create staff account — the shared POS login each store signs in with.
7. Open the register and start selling — count the opening float, then take your first order.

Franchise Connected to a franchise? Steps 1–4 above are already done for you — your menu, inventory, recipes, and expense items are shared by the Franchisor. See Joining a franchise for how the connection works and what the Franchisor shares. You only need to:

1. Set the opening stock — each store still declares its own starting count with a first inventory check.
2. Add employees — the people who work each store, for attendance and payroll.
3. Create staff account — the shared POS login each store signs in with.
4. Open the register and start selling — count the opening float, then take your first order.

Ongoing checklist

Setup is a one-time pass. Once you're running, these are the things you'll come back to as the business changes.

1. Edit store info & add stores — keep each store's details current, and register new locations as you grow.
2. Manage shifts & payroll — schedule the team and review pay each period.
3. Place & receive orders — restock from suppliers as you run low.
4. Keep stock accurate — stocktake regularly and log waste as it happens.
5. Read the dashboard — watch sales, costs, and margins to decide what to change next.
6. Invite a manager — give a trusted person their own login to help run a store.

Read next