# Set up your business

> Check your business details, formats, tax, receipt, team and first products before you start selling.

Source: https://docs.bakasir.com/en/docs/getting-started/first-setup

Video tutorial (2:14): [Set up your business on day one](https://media.bakasir.com/bakasir-media/docs-video/getting-started-first-setup/getting-started-first-setup.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/getting-started-first-setup/getting-started-first-setup.en.vtt



This tutorial walks you through the settings worth checking on day one, so that your receipts, prices, tax and reports are correct from the first sale. It takes about 15 minutes.

## Before you start

- You are signed in to the **Business Portal** as the Owner. Managers can only view **Settings**.
- You have created your account. See [Create your account](https://docs.bakasir.com/en/docs/getting-started/sign-up.md).
- You know your tax rate, and whether your prices already include tax.

<Callout type="info" title="Settings save by themselves">
    There is no Save button on most Settings pages. Every change is applied and saved as soon as you make it, and a small **Saved** message confirms it. If saving fails, Bakasir restores the previous value and tells you.
</Callout>

## Steps




### Check your business details

Open **Settings → Business**. Under **Identity**, check **Business Name**, **Legal Name**, **Phone**, **Email**, **Website** and **Tax Registration No / NPWP**. Under **Business Address**, check **Address**, **Country**, **State / Region**, **City** and **Postal Code**. These details are printed on receipts and invoices.




### Set your time zone, currency and formats

Open **Settings → System**. Under **Locale & Format**, choose **Timezone**, **Date Format**, **Number Format** and **Default Language**. Under **Currency**, choose **Default Currency**, **Currency Format** and **Rounding Mode**. Every sale, report and dashboard uses this time zone, not the clock of the device.




### Set up tax

On the same page, find **Tax** and click **Configure**. Turn on **Collect Tax**, choose **Tax Mode** (**Inclusive** when your prices already contain tax, **Exclusive** when tax is added on top), then enter **Tax Name** and **Tax Rate (%)**. Click **Done**.




### Check your outlet and opening hours

Back in **Settings → Business**, find **Outlets**. Check the **Outlet Name**, then click **Save**. To add another location, type a name in **New Outlet Name** and click **Add Outlet**. Further down, **Opening & Closing Hours** lets you set the daily schedule of the outlet.




### Choose your receipt

Open **Settings → Receipt & Invoice**. Choose the **POS Paper Size** (56 mm, 76 mm or 80 mm) and a **Receipt Design**. Under **Document Numbering**, set the prefix of each document. Use **Set Receipt Display** to choose what is printed in the header, body and footer. A live preview shows the result.




### Add your logo and colors

Open **Settings → Branding & White Label**. Upload **Logo Light**, **Logo Dark** and **Logo Mini** (PNG, JPEG or WebP, up to 5 MB each), then choose your **Brand Color** and **Default Theme**. The whole portal changes live as you try them.




### Add your team

Open **Staff → Staff List** and click **New Staff**. Enter the name and email, choose a **Role** and the store access, and set a password. See [Manage your team](https://docs.bakasir.com/en/docs/portal/team.md) for roles and PINs.




### Add your first products

Open **Catalog → Product**, click **Add Product**, and fill in the name, price, cost and opening stock. For many items at once, use **Catalog → Import Products**. See [Add and manage products](https://docs.bakasir.com/en/docs/portal/products.md).




### Make a test sale

Click **Open POS** at the top right, open the register, sell one item and check the receipt. See [Your first sale](https://docs.bakasir.com/en/docs/web-pos/first-sale.md).




## Choose where your cashier runs

Open **Settings → POS**. Under **Where will you run the cashier?**, tick **Web POS**, **Desktop app (Windows)** and **Android app** as needed. This decides where the **Open POS** button takes you. If Web POS is not ticked, **Open POS** shows the Desktop and Android apps instead, with download links and your paired devices.

Pair a Desktop or Android device from **Settings → Business**, in the **Terminals** area. See [Install and activate the Desktop app](https://docs.bakasir.com/en/docs/desktop/install-and-activate.md) and [Install and pair the Android app](https://docs.bakasir.com/en/docs/android/install-and-pair.md).

## Other settings worth knowing

- **Default Opening Balance** (**Settings → POS**): the cash a new register starts with.
- **POS PIN** (**Settings → POS**): a 4 to 12 digit PIN that locks the Web POS after the time you choose.
- **Costing Method** (**Settings → System**): **Moving Average** by default, or **FIFO**, or **Batch-Specific**. A change only affects future stock movements.
- **Notifications** (**Settings → Notifications**): choose where low stock alerts and daily, weekly, monthly and annual reports are delivered.
- **Security** (**Settings → Security**): add a passkey, require 2FA for your team, and see devices that are signed in.

See the full list in the [Settings overview](https://docs.bakasir.com/en/docs/portal/settings.md).

## Try Bakasir with demo data

To explore with realistic numbers, open **Settings → System** and use **Import Demo Data** at the bottom. It adds a sample catalog for your business type and a year of sales, purchases and expenses.

<Callout type="warn" title="Use demo data on a test business only">
    Demo data mixes with your reports. If you imported it by mistake, open **Settings → Backup & Restore** and use **Reset Demo Data**. It removes only the demo rows and keeps what you created. The action asks you to type your business name and can be undone for 60 seconds.
</Callout>

## Tips

- **Do the tax step carefully.** Tax mode and rate decide how every price is calculated at the register.
- **One time zone for everything.** If a report looks one day off, check **Timezone** in **Settings → System** first.
- **Add outlets only when needed.** Each outlet is billed as one store and has its own stock, registers and staff access.

## Next steps

- [Create products](https://docs.bakasir.com/en/docs/portal/products.md)
- [Manage your team](https://docs.bakasir.com/en/docs/portal/team.md)
- [Settings overview](https://docs.bakasir.com/en/docs/portal/settings.md)
- [Open the register and make your first sale](https://docs.bakasir.com/en/docs/web-pos/first-sale.md)