Quick Start

From a fresh company to your first invoice, in about 15 minutes. Each step links to the full guide.

1. Set up the basics (5 min)

1. Create your account and finish the onboarding wizard — company name, GSTIN, and the essentials.
2. 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).
3. 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.

Have a supplier price list handy?

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)

1. Go to Sales → Quotations → New Quotation → pick your customer.
2. In the Items editor, pick products from the catalog (price and GST auto-fill), set quantities, and watch the totals compute.
3. 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)

1. Go to Accounts → Invoices → New Invoice → pick the sales order → tick "Issue immediately" → Create Invoice.
2. Email the tax invoice to the customer — or click ⋮ → Collect payment (link)… for a Razorpay Pay-Now QR that pays straight into your bank.
3. 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