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Knowledge baseAccount setupSet up your first business workflow
Account setup

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Guide1 min readWeb dashboard

Set up your first business workflow

A practical checklist from account setup to your first sales workflow.

Who this guide is for

Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.

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Before you beginStep by stepWhat happens nextHelpful to know

Before you begin

  • Sign in to your business account.
  • Have your business details, product or menu information, and relevant payment details ready.

Step by step

  1. Open Settings → Profile and review your business information.
  2. Add one product in Inventory → Products, or one menu item in Menu Management.
  3. For online selling, open Settings → Website Setup and prepare your website. Review payment methods and shipping settings for the checkout you will offer.
  4. For in-person selling, open Operations → Point of sales and familiarise yourself with the cart and checkout.
  5. When a real sale is made, find its order and receipt. Invite staff with the access they need.

What happens next

You have a starting workflow and know where to find the records it creates.

Helpful to know

  • Use a designated test account for practice sales; do not mix training transactions with real business records.
  • If an option is missing, check your business type, plan and role before repeating setup.
Still need a hand?

Tell us what you were trying to do and where you got stuck.

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Keep learning

Create a product

Add product details, prices, photos and stock to your catalogue.

Add a menu item

Add food or drink details, a price and a category.

Build your first website

Start with an AI-generated design or an existing template.

Take a sale in Point of sales

Build a cart, review totals and complete an in-person checkout.

Add a staff member

Create team access with a role and the appropriate branches.

ON THIS PAGE

Before you beginStep by stepWhat happens nextHelpful to know
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