Where you find it?
This panel appears on the Movements page during initial setup. You can also return to it any time from Operations → Movements.
What you see on this page (left panel)
Progress indicator (e.g., “3 of 5 completed” + percentage bar).
Setup tasks (example list):
Add a customer (to track outbound sales)
Add a supplier (to track inbound purchases)
Add a category (to organize items)
Add items (to build your inventory catalog)
Receive your first stock (to create the first inbound movement)
“Continue setup” button to advance you to the next recommended step.
How it works
Completed tasks show a checked state.
Incomplete tasks remain selectable and will open the relevant creation screen (drawer).
The checklist does not “lock” the system; it is a guided flow. You can still navigate to other areas at any time.
Typical onboarding scenario
Add at least one customer and one supplier.
Add categories that match your product structure (optional but recommended).
Add your first items (SKU, barcode, category, unit, reorder point).
Receive the first stock to create an inbound movement and initialize on-hand quantities.
Start issuing (outbound) movements for sales/dispatches.
Notes & best practices
Create suppliers first if you will import or receive items frequently; it speeds up inbound movements.
Use categories and units consistently to keep reporting and label printing clean.
Set reorder points early so low-stock indicators become meaningful from day one.