Setup Wizards
Guided Setup hub flows for location and catalog, POS terminals, branding, menu boards, and employee plus operator setup.
The Setup hub walks you through common first-time and add-on tasks with short wizards. Open Setup from the top of the sidebar (or search for Setup wizards in the command palette).
You still need the usual permissions for each step. If a module is turned off under Settings → Organization → Modules, the matching wizard is hidden.
Available wizards
| Wizard | What it helps you do | Go deeper |
|---|---|---|
| Location & catalog | Create a location and seed categories, items, and stock in one flow | Locations, Items |
| POS terminal | Set up a device login, terminal, and operators with PIN access | Service accounts, Terminals, Operators |
| Organization branding | Set business identity, operational defaults, and invoice branding together | Organization settings under Settings → Organization |
| Menu board | Launch a menu board with a schedule or linked template | Menu Boards |
| Employee & operator | Create a workforce employee linked to a POS operator in one flow | Employees, Operators |
How to use them
- Open Setup and pick a wizard card.
- Complete each step, the wizard saves as you go where the product allows.
- When you finish, jump into the related page to refine details (pricing, geofencing, board schedules, and so on).
Wizards are shortcuts, not a separate product area. Anything you create here still appears under Catalog, Workforce, Devices, or Menu boards afterward.