--- id: "guided-setup" lang: "en" title: "Set up a new shop: guided setup and the settings tour" summary: "Six short steps take a new shop from nothing to a first sale; then an optional tour walks you past every area of Settings. Stop any time and pick up later." area: "Getting started" kind: "task" url: "https://zeropos.shop/help/guided-setup" alternate: "https://zeropos.shop/help/guided-setup?lang=es" markdown: "https://zeropos.shop/help/md/en/guided-setup.md" screens: ["/onboarding/setup","/backoffice/setup"] where_to_find: ["MANAGE › Settings › Setup checklist"] related: ["company-info","regions-and-shops","prices-and-vat","make-a-sale","start-here"] updated: "2026-10-21" --- # Set up a new shop: guided setup and the settings tour Six short steps take a new shop from nothing to a first sale; then an optional tour walks you past every area of Settings. Stop any time and pick up later. When the owner of a new shop signs in, the app opens **Let's set up your shop** by itself. The first part covers what the till needs; the second is a tour of Settings, all of it optional. Where to find it: MANAGE › Settings › Setup checklist. ## Before you start - Only the owner can do this. Anyone else sees **Only the owner can set the shop up**. - Both parts speak your app language. To change it, see [Your profile](https://zeropos.shop/help/your-profile). ## Steps ### The six essentials 1. On **Your business**, check the name, country, currency and timezone from sign-up, then tap **Looks right — continue**. - Typed the United States as the country? The currency moves to USD unless you changed it, and the next steps speak of sales tax. 2. On **Your shop**, name your first region and your first shop, then tap **Create and continue**. 3. On **How you charge VAT**, choose how your prices work and type the rate. Read [How prices and tax work: VAT or sales tax](https://zeropos.shop/help/prices-and-vat) first if unsure. 4. On **How customers pay**, check which payment buttons the till will show, then continue. 5. On **Your first product**, add one product with a name and a price. A photo is optional. 6. On **Ring up a test sale**, tap **Open the till and sell something**, sell the product and take the payment. ### Stop and come back later 7. Tap **Skip for now** on any step: you go straight to the till and nothing you saved is lost. 8. Later, open [MANAGE › Settings › Setup checklist](https://app.zeropos.shop/backoffice/setup). 9. Tap **Resume guided setup**. It opens on the first essential still missing. ### The settings tour 10. After the test sale, tap **Continue to the settings tour**. 11. Read the card: it holds the few choices that matter most in one area of Settings. 12. Tap **Save and next** to keep a change, or **Skip this one** to move on. 13. At the end, tap **Finish**, then **Take me to the till**. 14. To pick the tour up later, open [MANAGE › Settings › Setup checklist](https://app.zeropos.shop/backoffice/setup) and tap **Continue the tour →**. ## What happens next - The setup checklist ticks rows off from your real data: a region, a shop, a product, a second user, a customer, a first sale. - The tour row counts the cards you have looked at and is marked **Optional**: skipping cards never holds your setup back. - Everything can be changed later in [MANAGE › Settings](https://app.zeropos.shop/backoffice/settings), except how you charge VAT once you have sold something with VAT. - The test sale is a real sale on a real receipt. Cancel it from its invoice if you don't want it in your figures: see [Fix a sale: edit, cancel or refund?](https://zeropos.shop/help/fix-a-sale). ## Common questions ### I can't find Resume guided setup any more. Why? It only shows while the region, the shop or the first product is missing. Once they exist, change anything straight from Settings. ### What does the tour cover? Customers at the till, receipts, sale options, accounting mode, loyalty, treatments, team, day open and close, notifications, printer, invoice numbers, inventory, appearance and permissions. Each card links to the full screen. ### The payments step says there is nothing to set up. Is that right? Yes, in Simple accounting mode the till already shows cash, card, bank transfer and other. In Expert mode, cash and card are switched on for your region. See [Simple or Expert accounting](https://zeropos.shop/help/simple-or-expert). ## If you see this - “**This is locked now because you have already rung up a sale with VAT. Support can change it for you if it was set up wrongly.**” — What to do: Keep the current VAT choice, or contact support if it was set up wrongly. - “**Only the owner can do this.**” — What to do: Sign in as the owner of the shop to finish setup. - “**Could not save that. Try again in a moment.**” — What to do: Check the connection and tap the button again. ## Good to know - Until every required row of the checklist is done, the Settings page shows **Finish setting up your shop**; **Dismiss** hides it on that device. ## Related guides - [Company info: name, time zone and tax](https://zeropos.shop/help/md/en/company-info.md) - [Regions and shops: who sees what](https://zeropos.shop/help/md/en/regions-and-shops.md) - [How prices and tax work: VAT or sales tax](https://zeropos.shop/help/md/en/prices-and-vat.md) - [Make a sale](https://zeropos.shop/help/md/en/make-a-sale.md) - [Start here: how Zero POS is laid out](https://zeropos.shop/help/md/en/start-here.md)