Quick Start
From a fresh company to your first invoice, in about 15 minutes. Each step links to the full guide.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/guide-quick-start.png, then replace this whole box with the single line:
1. Set up the basics (5 min)
- Create your account and finish the onboarding wizard — company name, GSTIN, and the essentials.
- Add a customer — Sales → Customers → New Customer. Company name is enough to start, but add the email (for sending documents) and state (for correct GST).
- Add a few products — Products → New Product: part number, name, selling price, GST rate, HSN code. Or Import a CSV of your whole catalog in one go.
Drop the PDF into Price Lists & OCR — the AI imports every product and price for you, which also populates your catalog.
2. Create your first quotation (3 min)
- Go to Sales → Quotations → New Quotation → pick your customer.
- In the Items editor, pick products from the catalog (price and GST auto-fill), set quantities, and watch the totals compute.
- Click Confirm when it's ready.
Or the AI way: paste the customer's enquiry into Quote Studio → Draft quotation → review the draft.
3. Send it (1 min)
Click the Email button on the quotation. (An admin needs to connect your company email first — Settings → Integrations.) Sending automatically marks the quote Sent. Or Print it with your default template.
4. Convert to a sales order (1 min)
On the confirmed quotation, click Convert to SO. Your order appears under Sales → Sales Orders with a fulfilment check telling you if materials are available.
5. Invoice it and get paid (3 min)
- Go to Accounts → Invoices → New Invoice → pick the sales order → tick "Issue immediately" → Create Invoice.
- Email the tax invoice to the customer — or click ⋮ → Collect payment (link)… for a Razorpay Pay-Now QR that pays straight into your bank.
- When money arrives, Record payment (or let the webhook reconcile online payments automatically).
6. Meet your AI team (2 min)
- Click the sparkle button and ask: "Give me a company snapshot."
- Open Company → Daily Briefing and generate your first morning brief.
- Browse Meet Your AI Team to see the other ten agents waiting to help.
Where to go deeper
| If you are a… | Read next |
|---|---|
| Sales person | Sales & CRM overview |
| Estimator | Estimation overview |
| Buyer | Purchase overview |
| Production engineer | Production overview |
| Accountant | Accounting overview |
| Admin | Admin overview |