Account Link In Email
Once your account is ready, you will receive an email allowing you to set up your account.
Set New Password
Configure your new password.
Set Security Question
Set a security question and answer.
Agree To Terms and Conditions
Agree to the terms and conditions. Terms and conditions can be found here: https://www.brahmin-solutions.com/terms-and-conditions/
Set a Default Currency
To learn how to choose a base currency click here. This will be the base currency of your account and all financial reports will be calculated in this base currency.
Once you completed the sets above, you will be prompted to re-login. Re-login to your account with your new password.
Setup Your Warehouse
Once logged in, click on the settings icon on the top right corner. Go to Facility and click New Warehouse.
Enter the following details:
Code - Unique warehouse identifier code
Name - Warehouse name
Address - Warehouse address
Contact Info (Optional) - Warehouse contact info such as contact name, email and phone number.
Click Save to complete warehouse creation.
Assigning Warehouse To User
Once the warehouse is created, click on Users and View Users.
Edit your user.
Enter your First Name, Last Name and Email address.
After completing the details in the information tab, click on Accessibility tab.
Here, select the warehouse you have just created and make it primary.
Save your progress.
Once completed, click on the Home icon and a dashboard will appear confirming that your account is now setup.
Congratulations you have completed the basic setup of Brahmin Solutions. 🎉🎉