Help topic

Getting Started

Set up your business, add your first products and make your first sale.

How to Set Up Your Business for the First Time

Open Settings → Business Settings and check your business name, currency, time zone, date format and logo on the Business tab, then your tax, product and POS tabs. Check your shop under Settings → Business Locations, and work through the Getting Started checklist on your home page.

Updated 12 Oct 2026 · 2 min read

How to Use the Getting Started Checklist

The Getting Started checklist on your home page lists the eight things to do before you trade: add a product, a customer, a location and a staff member, make a sale and a POS sale, set up a payment method and look at your reports. Most tick themselves as you work.

Updated 12 Oct 2026 · 2 min read

How to Choose Your Menu and Modules

Open Settings → Menu & Modules. Untick menu items your team does not use to tidy the sidebar, and tick optional modules such as Purchases, Restaurant POS, Services, Production, CRM or Laundry to switch them on for the whole business.

Updated 12 Oct 2026 · 2 min read

How to Get Help from the Support Agent

Click the support bubble in the bottom corner of any screen and type your question. The Support Agent explains how to do things in SellarPro, looks up your stock, sales, customers, staff and plan, reads the page you are on, and tells you how to reach a person when it cannot help.

Updated 12 Oct 2026 · 1 min read

How to Send a Feature Request or Complaint

Open Feature Requests / Complaints, click New Request / Complaint, choose the Type, give it a title and describe it in Details. The SellarPro team replies on the same page and you are notified.

Updated 12 Oct 2026 · 1 min read

How to Book SellarPro Pro Services

Open Pro Services to book hands-on help from the SellarPro team, such as stock counting, setup and staff training. Choose a service, pick a time and pay online. Your bookings are under My services.

Updated 12 Oct 2026 · 1 min read

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