Skip to main content

Getting Started

Use this page when setting up the merchant back office for the first time.

Access prerequisites​

Before starting configuration, make sure the operator can:

  1. review the dashboard home after login
  2. complete the shop profile
  3. create product categories
  4. add products
  5. configure payment methods
  6. configure shipping options if needed
  7. review customer-facing surface configuration

The shop setup checklist card​

New feature

This card arrives with this release. It may look slightly different from the description below.

Dashboard home with the Get your shop ready card: 3 of 6 steps done, steps ticked automatically, Start buttons and the Hide buttondashboard.etalasse.comKopi SenjaWORKSPACEHomeReportsSettingsBilling & PlanGROWTHMarketing CenterCOMMERCECustomersProductsSalesHomeARGet your shop ready3 of 6 steps doneHideComplete your shop profileAdd your first productSet up a payment methodSet up shippingAdd delivery options for orders that need shipping.StartShare your shop linkSend your storefront link to customers on WhatsApp or social media.StartGet your first orderRecord a sale or wait for your first online order.123
(1) How many steps are done, (2) steps ticked automatically, (3) Hide removes the card from the home page.

(1) How many steps are done, (2) steps ticked automatically, (3) Hide removes the card from the home page.

On the dashboard home, new shops see a Get your shop ready card. It lists the steps to finish before the shop is ready to sell:

StepDone when
Shop profileThe shop profile has a logo and a phone number
First productYou've added at least one product
Payment methodAt least one payment method is set up
Shipping optionAt least one shipping option is set up. This step only appears for Retail shops
Share your shop linkYou've shared your shop link with customers
First orderYour shop has received its first order

You don't need to tick anything. Each step ticks itself once it's done, so the card also shows what is still missing.

When you no longer need it, you can hide the card from the home page. A hidden card can now be shown again at any time, so you never lose track of the steps still left to do.

First session expectations​

The first authenticated session should help the merchant answer three questions quickly:

  • is the account in the correct shop context
  • are the business summary cards loading correctly
  • what setup work is still missing before launch

If the dashboard home looks incomplete or empty, continue with the setup sequence before testing live selling flows.

First-day priority pages​

Common mistakes to avoid​

  • adding many products before categories are planned
  • enabling public selling before testing payment setup
  • forgetting to verify stock behavior
  • skipping a full internal order test
  • not checking whether the operator is inside the right shop or branch after login