Complete your FreshlyCart setup checklist

Complete these core tasks to prepare FreshlyCart for your first sale. Your Back Office onboarding checklist tracks the same setup journey.

Setup checklist

1. Choose your business type when you create the account.
2. Complete your business information in Back Office.
3. Add and configure a location. A location identifies where products, devices, and sales activity belong.
4. Set up your taxes, or complete the tax review shown during onboarding if your business does not charge tax.
5. Create a product and make it available for sale at the correct location.
6. Review your FreshlyCart plan when the onboarding checklist asks you to do so.
7. Connect FreshlyCart POS to the correct account, device, and location.
8. If your business requires a Drawer before sales, start it in FreshlyCart POS and enter the correct starting cash.
9. Make your first sale.

What happens next

FreshlyCart marks setup tasks complete as their verified conditions are met. The first-sale task completes after FreshlyCart records a completed sale.

Note

A cash Drawer and connected hardware are not required for every FreshlyCart setup. Follow only the steps that apply to your business configuration.