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How to Use the Getting Started Checklist

Written by the SellarPro team · Published 12 October 2026 · 2 min read

Short answer

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.

When you first sign in as the owner, your home page opens with a Getting Started list. It shows how far you have got, as a count and a progress bar, and each task has a button that takes you straight to the right screen.

The Getting Started checklist on the home page, six of eight tasks complete, with Payment Accounts and View Reports buttons on the two left
Done tasks are greyed out; each open one has its own button.

The eight tasks

  1. Add your first product (Setup).
  2. Add a customer or supplier (Setup).
  3. Complete your first sale, on the POS or Add Sale (Selling).
  4. Set up a business location (Setup).
  5. Sell on the POS screen (Selling).
  6. Add a staff member (Team).
  7. Set up a payment method: your cash, MoMo and bank accounts (Selling). See How to Set Up Payment Accounts.
  8. Explore quick data reports (Insights).

How tasks are ticked

Most tasks tick themselves as soon as you do them: a product, a customer, a sale, a POS sale, a location or a second user. The others have a Skip link if they do not apply to you.

Use the arrow at the top to fold the list away, or the cross to dismiss it for good. Only the owner and admins see it.

Want a hand? New businesses are offered a free onboarding call on the home page. Book a time, and someone from SellarPro walks you through your set-up.

Common questions

I did a task but it is not ticked.
Reload the home page: the list checks your data each time it opens. Payment methods and reports are not detected automatically; use Skip once you have done them.
I dismissed the list. Can I get it back?
Not from the screen. Ask SellarPro support if you want it shown again.

Related articles

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.

Getting Started · Updated 12 Oct 2026 · 2 min read

How to Add a Product in SellarPro

To add a product in SellarPro, open Inventory → Products and click Add, enter the name, unit and prices, then save. Click Save & Add Opening Stock instead to enter what you have on the shelf, so the item is ready to sell straight away.

Products & Inventory · Updated 12 Oct 2026 · 4 min read

How to Make a Sale in SellarPro

To make a sale in SellarPro, open the POS screen, scan or search for the products, choose the payment method, and press Finalize. The receipt prints and the stock drops automatically.

Sales & POS · Updated 12 Oct 2026 · 3 min read

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