> ## Documentation Index
> Fetch the complete documentation index at: https://sims-bae272dd.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your workspace

> The five-step wizard that gets you from an empty account to a working store.

The first time you sign in, PRODUCT\_NAME walks you through **Set Up Your
Inventory Workspace** — five steps. You can leave part-way through and come
back: your progress is saved, and you resume where you stopped.

**1. Name your business organization**

The business is your company — the top level that everything else belongs
to. You give it a **Business / Company Name** and a **URL Handle (Slug)**.
EIN, address, phone, timezone and currency can be filled in later in
[Business Settings](https://sims-bae272dd.mintlify.site/admin/business-settings.md).

**2. Add your primary store location**

A store is one physical site. Give it a **Primary Store Name** (it suggests
"Main Store") and a **Store Code** (it suggests `STR-001`). The code must be
unique within your business, and it is how the store is identified
everywhere else.

Choose **Create Workspace** and your business and first store exist.
Running more than one site? Add the rest later — see
[Businesses and stores](https://sims-bae272dd.mintlify.site/getting-started/stores.md).

**3. Add your suppliers**

The distributors and vendors you buy from. A supplier record holds contact
details, payment terms (for example "Net 30") and a tax ID.

This step matters more than it looks: once a supplier exists, scanned
invoices can be matched to it automatically, and PRODUCT\_NAME starts
remembering which of their item numbers map to your products.

**4. Set up categories**

Categories group your products — and they carry a **default margin** that
products inherit. Getting a sensible margin on each category now is what
lets PRODUCT\_NAME suggest shelf prices for you later.

Categories can be nested (for example Beverages → Energy Drinks).

**5. Add your products**

Your catalog, with prices and barcodes. This is the biggest step — the
spreadsheet import is usually the fastest route.

## Three ways to fill in each step

Steps 3, 4 and 5 each offer the same three routes, and you can mix them:

> [card] Import from a spreadsheet
>
> Download the sample CSV, fill in your data, upload it. Best for getting
> everything in at once.

> [card] Scan a document
>
> Products only — read a supplier product sheet. See
> [Add products by scanning](https://sims-bae272dd.mintlify.site/catalog/scan-to-add.md).

> [card] Enter manually
>
> Type them in. Fine for a handful of suppliers or categories.

Each step shows a live count of what already exists, and there is a
**Skip the rest — I'll do this later** link in the footer if you would rather
get to the app. Nothing is lost: every step is reachable from the menu
afterwards.

## What happens next

When the wizard finishes you land on the **Dashboard**. Nothing is in stock
yet — stock arrives when you record a purchase and
[check the delivery in](https://sims-bae272dd.mintlify.site/purchasing/receiving.md).

A practical first week looks like this:

**1. Get the catalog roughly right**

You do not need every product on day one. Add what sells.

**2. Scan your next supplier invoice**

[Scan a purchase invoice](https://sims-bae272dd.mintlify.site/purchasing/scan-invoice.md) — this is where the
catalog fills itself in, because unmatched lines can be created as products
while you review.

**3. Count the delivery in**

[Check In Deliveries](https://sims-bae272dd.mintlify.site/purchasing/receiving.md) puts real stock on hand.

**4. Set reorder points**

Once you know what you carry, set a reorder point per product so
[Stock Alerts](https://sims-bae272dd.mintlify.site/stock/alerts.md) start working for you.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.