Set up your company
From registration to your first document in a few steps.
Register
Sign up with your company name and your own e-mail. You become the Owner — the account that can do everything. Default roles, document numbering, a chart of accounts, print layouts and e-mail templates are created for you.
Complete the Company Profile
Profile menu (top-right) → Company Profile: name, address, tax ID, default currency, logo (printed on your PDFs), and country. The country picks the right local tax screens for you.
Invite your team
Profile menu → Team → Invite: e-mail plus one or more roles. Start with the built-in roles (Administrator, Member, Viewer, Sales Manager, HR Manager…) and fine-tune later under Roles & Permissions. See Team, roles & permissions.
Load master data
In Master Data, in this order: units → currencies → taxes → payment terms → categories → products → warehouses → clients & suppliers. Use Data Import for CSV/XLSX files.
Check document numbering
Profile menu → Document Types sets the prefixes on your documents (QTN, SO, INV, PO…). Change them before you create the first document.
Create your first document
Open Sales → Quotations (or Procurement → Purchase Orders), press New, pick a partner, add lines, save. You are up and running.
Who uses what
| Who | Where | |
|---|---|---|
| Back office | Your employees | The web app and its sidebar modules |
| Customer / supplier portal | Your clients and suppliers | Portal login — their quotations, orders, invoices, RFQs |
| Public pages | Anyone | Your careers page, appointment booking, tender board, document verification |
| Mobile apps | Field staff | Sales Agent, Field Service, Cleaning, Drivers |
| Sona | Everyone with access | Ask questions about your data in plain language |
Next
- Navigating Uktupus — how every screen works
- Working with documents — draft, approve, post, fix mistakes
- Modules — what each module includes