> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/getting-started/setup-checklist.md). # Setup checklist If your team starts quoting before OrderEazi Central is set up, the first quotes go out without your logo, banking details, or prices, and someone has to fix them later. Work through this checklist in order before your team starts. Each step says where to go and links to the page that explains it. ### Before you start You'll need an administrator account. Each step names the permission it needs. If a menu item is missing, ask whoever set up OrderEazi for your organisation to add the permission to your role, or speak to your OrderEazi representative. ### 1. Add your company details Your company details, addresses, and banking details appear on every quote and invoice you send. You'll need the **Organization Setup** permission, in the **Settings** permission group. 1. In the main menu, go to **Settings** > **Organization Setup**. 2. On the **Company Info** tab, fill in **Company Details** and your addresses. 3. Under **Banking Details**, select **Add Bank** and enter your bank account. 4. Select **Save**. **Banking Details** is hidden when OrderEazi isn't connected to an accounting system. See [Company Info](/central/order-management/settings/organization-setup/company-info.md) for every field on the tab. ### 2. Upload your logos On the **Branding** tab of **Organization Setup**, upload a **Document Logo** and a **Login Logo**. The document logo appears on your PDFs and outgoing emails, and must be a PNG or JPG file. The login logo appears on your sign-in page. ### 3. Choose markup or margin On the **Company Info** tab, under **Markup/Margin Settings**, tick **Use Markup**, **Use Margin**, or both. If you tick both, choose which one is the **Default**. Markup is added on top of your cost, while margin is the share of the selling price that's profit. **Example:** A product costs you R100. With a 25% markup, it sells for R125. With a 25% margin, it sells for R133.33, because R33.33 is 25% of R133.33. ### 4. Add your terms and conditions On the **Company Info** tab, under **Document Appendices**, select **Add New** to add your terms and conditions. See [Document Appendices](/central/order-management/documents/document-appendices.md). ### 5. Choose how your emails are sent You'll need the **Messaging** permission, in the **Integrations** permission group. 1. In the main menu, go to **Integrations** > **Messaging**. 2. Under **Email Settings**, choose **Default Email Server**, **SMTP Server**, **Outlook Exchange Server**, or **Outlook 365 Online**. 3. If you chose your own server, enter its details. 4. Select **Save Changes**. When **Send From User Email** is off, emails go out from a shared OrderEazi address, and replies go to the person who sent them. See [Email settings](/central/order-management/integrations/messaging/email-settings.md). ### 6. Connect your accounting system You'll need the **Accounting System** permission, in the **Integrations** permission group. 1. In the main menu, go to **Integrations** > **Accounting System**. 2. Choose your system in **Accounting System**. 3. Tick **Financial Importer**, **Financial Exporter**, or both. 4. Select **Save**. **Financial Importer** brings data in from your accounting system, and **Financial Exporter** sends your documents to it. Each system then needs its own setup: see [Palladium](/central/order-management/integrations/accounting-system/palladium.md), [Sage Evolution](/central/order-management/integrations/accounting-system/sage-evolution.md), [Sage One](/central/order-management/integrations/accounting-system/sage-one.md), [Xero](/central/order-management/integrations/accounting-system/xero.md), or [QuickBooks Online](/central/order-management/integrations/accounting-system/quickbooks-online.md). ### 7. Create your roles, then add your users A role decides what its users can see and do, so create your roles before you add anyone. 1. In the main menu, go to **Settings** > **Manage Users** > **Roles**, and select **New Role** for each role. You'll need the **Manage Roles** permission. See [Roles](/central/order-management/settings/manage-users/roles.md). 2. Go to **Settings** > **Manage Users** > **Users**, and select **New User** for each person. You'll need the **Manage Users** permission. See [Users](/central/order-management/settings/manage-users/users.md). You set each user's first password when you create them. You see "Account created successfully. Verification Email has been sent to the user to confirm the account email." The user gets an email with the subject "Verify your Account", and can't sign in until they've selected the link in it. If you see "You have reached your maximum user limit.", your licence has no more users available. Speak to your OrderEazi representative. ### 8. Check your workflow Every project follows a workflow: the steps it goes through, from quote to delivery. In the main menu, go to **Settings** > **Workflow Manager** to see yours. You'll need the **Workflow Manager** permission. If the list says "No workflows yet. Create your first workflow to get started.", select **New Workflow** to create one. See [Workflow Manager](/central/order-management/settings/workflow-manager.md) and [The Default Workflow](/central/order-management/settings/workflow-manager/the-default-workflow.md). ### 9. Load your products, clients, and suppliers You can add records one at a time, or import a spreadsheet: * **Products:** Go to **Products** > **Product Management**, then select **Import Products** or **Add Product**. You'll need **Create Products**. See [Import Products](/central/order-management/products/product-management/import-products.md). * **Clients:** Go to **Clients**, then select **Import Clients** or **Add Client**. You'll need **Create Client**. See [Import Clients](/central/order-management/clients/import-clients.md). * **Suppliers:** Go to **Suppliers**, then select **Import Suppliers** or **Add Supplier**. You'll need **Create Supplier**. See [Import Suppliers](/central/order-management/suppliers/import-suppliers.md). If you turned on **Financial Importer** in step 6, check what your accounting system has already brought in before you import, so you don't create duplicates. ### 10. Set up your pricelists A pricelist sets the prices a group of clients pays. In the main menu, go to **Pricelists** and select **Add Pricelist**. See [Pricelists](/central/order-management/pricelists.md). ### 11. Decide whether everyone needs MFA Multi-factor authentication (MFA) asks for a code from a phone as well as a password when someone signs in. You can require it for everyone in your organisation. See [Signing in and security](/central/getting-started/signing-in-and-security.md). ### Related pages * [Quick Start Guide](/central/getting-started/quick-start-guide.md): create a test project and send your first quote * [Organization Setup](/central/order-management/settings/organization-setup.md): every organisation-wide setting * [Finding your way around](/central/getting-started/finding-your-way-around.md): show your team where things are