Set up your company
From registration to your first document in a few steps.
Register
Sign up with your company name and your own e-mail. You become the Owner — the account that can do everything. Default roles, document numbering, a chart of accounts, print layouts and e-mail templates are created for you.
Complete the Company Profile
Profile menu (top-right) → Company Profile: name, address, tax ID, default currency, logo (printed on your PDFs), and country. The country picks the right local tax screens for you.
Invite your team
Profile menu → Team → Invite: e-mail plus one or more roles. Start with the built-in roles (Administrator, Member, Viewer, Sales Manager, HR Manager…) and fine-tune later under Roles & Permissions. See Team, roles & permissions.
Load master data
In Master Data, in this order: units → currencies → taxes → payment terms → categories → products → warehouses → clients & suppliers. Use Data Import for CSV/XLSX files.
Check document numbering
Profile menu → Document Types sets the prefixes on your documents (QTN, SO, INV, PO…). Change them before you create the first document.
Create your first document
Open Sales → Quotations (or Procurement → Purchase Orders), press New, pick a partner, add lines, save. You are up and running.
Setup checklist on Today
Owners and admins see a Your company is X% set up card on Today until every step is done or skipped. Each step explains why it matters and links to the screen (company profile, chart of accounts, team invites, warehouses, products, customers, data quality, bank, opening balances, numbering/print layouts, first posted sales invoice). Skip with a short reason when a step does not apply. At 100% the card hides; reopen it from Company Profile → Show on Today.
Who uses what
| Who | Where | |
|---|---|---|
| Back office | Your employees | The web app and its sidebar modules |
| Customer / supplier portal | Your clients and suppliers | Portal login — their quotations, orders, invoices, RFQs |
| Public pages | Anyone | Your careers page, appointment booking, tender board, document verification |
| Mobile apps | Field staff | Uktupus Sales, Field Service, Cleaning, Drivers |
| Sona | Everyone with access | Ask questions about your data in plain language |
Next
- Navigating Uktupus — how every screen works
- Working with documents — draft, approve, post, fix mistakes
- Modules — what each module includes