The Setup Wizard

After you create your store, Kassly walks you through a short wizard. It is deliberately short — three steps, none of which you can get badly wrong — because the rest is easier to do once you can see the system.

Step 1: Store information

Your business details, as they should appear to customers and on receipts:

• Address — the branch address that prints on receipts
• Contact number — what customers should call

The wizard does not ask for a TIN or any other BIR detail. Most new stores are not registered with the BIR for a POS yet, and Kassly works fully without it. If you are registered, add those details later — see Registered with the BIR? below.

None of this is locked in. You can change all of it later in Settings → Store Settings.

Step 2: Branches

You already have one branch, created with your store. Here you rename it to something meaningful — "Main", "Divisoria", "Second Floor" — and set its address if it differs from the store address.

If you only have one location, accept the default and move on. Branches matter when you have more than one place selling at the same time; see Branch management.

Step 3: Done

The wizard confirms you're set up and drops you on the dashboard.

The dashboard checklist

The wizard is not the whole of setup — it's the part that has to happen before anything else works. The rest shows up as a checklist on your dashboard:

Step	Counts as done when
Store info	You've saved an address or a contact number
Add your products (or services)	You have at least one product or service of your own (sample items and ingredients don't count)
First sale	You've completed one real sale

The checklist reads your actual data rather than remembering which buttons you pressed. If you add your address from Settings instead of the wizard, the step ticks itself. If you complete a sale from the app, the last step ticks. This means you can safely ignore the wizard and do things your own way — the checklist keeps up.

You can dismiss the checklist at any time with Dismiss; it won't come back, and dismissing it changes nothing about your store.

Sample data and free setup help

A brand-new store has nothing to sell, and that's the first wall. Two cards on your dashboard help you past it.

Try it with sample data. While your catalog is empty, click Add sample items. Kassly adds a few categories and items that suit your type of business (coffee and pastries for a café, haircuts for a barbershop, snacks and canned goods for a sari-sari store) plus one customer called Sample Customer (demo). Ring them up in the POS to see how a sale works.

• Sample items don't track stock, and loading them records no sales, stock movements or expenses. Your books stay empty until you sell for real.
• Click Remove sample data when you're done. Kassly deletes exactly what it added and nothing you typed yourself. A category you already had is never removed, and a sample item you've put in a recipe or stocked is kept (Kassly tells you which).
• A practice sale you ring up on a sample item is a real sale in your books. Void it afterwards so it doesn't count in your totals. Removing the sample items doesn't remove sales already made with them.

Free setup help. For your first two weeks, a Free setup help card offers:

• Send us your spreadsheet. Upload your price list, menu or POS export (Excel, CSV, PDF or even a photo) with a note and the best way to reach you. Our team imports it for you and messages you when your items are in.
• Live group onboarding. When a session is scheduled, a Join a session link appears on the card.

The card goes away on its own after your first 50 sales or 14 days, whichever comes first. Click × to hide it sooner.

What to do before your first real sale

The wizard doesn't force these, but they are worth doing first:

1. Add a few products. You don't need your whole catalogue — start with your ten best sellers and add the rest as you go. See Adding products.
2. Check your receipt text. Your store name and address print at the top; add a header or footer if you like. See Receipt settings.

Then make one small sale to yourself and check the printed receipt. It's the fastest way to catch a misspelled business name.

Registered with the BIR?

New stores start as not BIR-registered and non-VAT. You don't need a TIN, a permit or a VAT setting to sell, print receipts, or see your reports.

If your business has a BIR Certificate of Registration (Form 2303), turn on I'm registered with the BIR in Settings → Store Settings → BIR Registration. That shows your TIN, registered name, business style, permit and tax type fields. If you are VAT-registered, set Tax Type there before your first real sale, because it changes how every sale is recorded. See Tax configuration.