What this page is for
Get set up lists what your business needs before its first real sale: your branch details, your logo and receipt message, categories, items, a price list, and, where they apply, tables, opening stock, suppliers and their prices, a scale, M-Pesa, staff and a till. Each step ticks itself once Tulindo sees the work done, so there is nothing to mark by hand. Delete the last category and its step becomes a to-do again.
Only the owner sees this page and the Get set up button in the top bar, which shows how many steps are done or skipped, for example 3 of 9. The first time the owner signs in, Tulindo opens this page instead of the dashboard while steps remain.
Each row shows:
- The step and a line on why it matters.
- Where the work lives in the back office, for example Settings → Payments.
- Start, which opens that page, and Skip, for a step you do not need yet.
- Done once the step is complete, or Skipped · Undo once you have skipped it.
How to…
How to add the suggested categories
On Add suggested categories, or create your own, press Add suggested categories. Tulindo adds the usual categories for your kind of business; any you already have are left alone. To make your own instead, follow create your own.
How to skip a step, or bring it back
Press Skip on its row. A skipped step counts towards the total. Press Undo beside Skipped to make it a to-do again.
How to hide the list
Press Hide this list. The page and the top-bar button go away. To bring them back, open Settings, stay on General and press Show the Get set up list.
If something goes wrong
- A step you have finished still reads as a to-do. Check the work was saved on its own page; the list reads the business's live records each time it opens.
- Add suggested categories is refused. Some kinds of business have no suggested categories; create your own instead.
- The list disappeared on its own. It goes once every step is done or skipped.