Set up

Set up your PatoHQ workspace

A practical checklist for your first day with PatoHQ.

1 min readUpdated
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Step by step

  1. Create your account and confirm your email.
  2. Complete You, Business, Industry, Region and Modules. Check the currency and timezone before recording transactions.
  3. Add your locations in Settings → Locations, then add products and opening stock for each location.
  4. Add suppliers and customers as needed. Invite staff and set their roles.
  5. Configure taxes, accepted payment methods and receipt details in Settings.
  6. Pair a register if you use POS. Open a shift and check your catalogue before the first sale.

Good to know

You do not need every module. Start with the ones your business uses; available features depend on your plan and permissions.

If you get stuck

If a page is missing, check enabled modules and ask your workspace owner about permissions.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

Need help with this guide?

Contact support