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Onboarding Checklist
Overview
A step-by-step wizard that gets you from "just signed up" to "first sale" in under 20 minutes. Skips steps you've already done; remembers progress across sessions.
Step-by-Step Guide
1
Company Setup
Business name, address, TIN/VRN/KRA PIN. Sets the headers on your invoices + receipts.
2
First Store
Even single-location businesses need at least one store. Name + address.
3
Add 1-3 Products
Doesn't need to be everything — just enough to test the POS flow. Bulk import comes later.
4
Test Sale
Process a $0 / TZS 0 test sale to confirm your POS + receipt template work end-to-end.
5
Invite Team
Add cashiers / managers / accountants. Each gets an email with their login + setup link.
6
Connect Payment
M-Pesa / Card processor / Bank account. Skippable; you can run cash-only at first.
Tips & Best Practices
Tip: The checklist lives on the dashboard until 100% complete — don't close it, it's the fastest path to "I know this tool".
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