GETTING STARTED
Initial Setup Checklist
Configure a new CDesk installation before the first real transaction.
Click-by-click guide
Go to Settings → General and enter the business name, address, contact details, currency and document preferences.
Open Settings → Tax. Enable GST only if required, choose inclusive or exclusive pricing and confirm the default rate.
Enable only the modules, scanning and maintenance options the business needs.
Create roles and give each employee only the permissions needed.
Create units, categories, brands and labels, then add products, customers and suppliers.
Use Add New Stock → Stock-count correction for stock already owned. Use Supplier purchase only for a real purchase.
Complete a controlled sale and verify stock, payment, ledger and PDF.
Important
Currency and business identity are stored in database settings, not controlled by the .env currency value.
Final check
- Refresh the related list and confirm the new status or balance.
- Check stock, payments or ledgers whenever this action affects them.
- Keep the document number and exact error when contacting support.
