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Business Operations Setup

This guide is the deeper setup for products, orders, inventory, suppliers, listings, content, launches, customers, money, goals, and tasks. For your overall HQ setup, use the Start Here — Setup Guide.

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Your 15-Minute Setup

1. Personalize the workspace

• Rename anything that does not match your business.
• Adjust status options and sales channels as needed.
• Add your own favorite emojis, covers, or brand colors.

2. Add your business basics

• Add your main suppliers.
• Add your frequently used blanks, materials, and packaging.
• Add several current products.
• Add your active selling platforms.

3. Learn from the sample records

Anything beginning with SAMPLE — is demonstration data. Open those records to see how products, orders, content, inventory, launches, customers, and money can connect.

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When you feel comfortable, delete the SAMPLE records and begin adding your own.

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Recommended Weekly Routine

Monday

• Review open tasks
• Review active orders
• Check upcoming content and launches
• Check low-stock items