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Your first week on Symtex: a checklist

What to set up, in what order, so you are selling on real data quickly.

2 November 2026 · 5 min read

Day 1: company and people

Enter your company and tax details. Create locations (shop, warehouse). Create users and give each a role: cashier, storekeeper, accountant, owner. Decide who can see cost prices.

Day 2: items

Import your item list from Excel: the wizard maps your columns, checks every row and imports all or nothing. Decide per item whether it is serial-tracked or held as a quantity.

Day 3: opening stock

Receive opening stock with barcodes. Print labels for units that have none.

Day 4: customers and balances

Add customers and their credit limits. Enter opening balances owed to and by you.

Day 5: a practice sale

Make a sale, a return and a payment at the counter. Check the invoice, the stock movement and the ledger entry. Then go live.