> ## Documentation Index
> Fetch the complete documentation index at: https://ecommos.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Starter setup checklist

> The fastest path to your first live order on EcommOS.

# Starter setup checklist

This is the fastest path to your first real, delivered, remitted order. Follow it top to bottom on day one.

## The 5-step path

### 1. Create your first product

A product unlocks forms, offers, stock, and order workflows. Add at least one offer so customers have something to pick.

→ [Add your first product](./first-product)

### 2. Add opening stock

Receive your starting stock at your store location. Stock can sit at your store or with delivery agents; either way, EcommOS tracks it per location.

→ [Manage stock and waybills](../operations/inventory-basics)

### 3. Create your first sales form

Attach a public form to your product, copy the hosted link, and test one submission. This is the canonical intake path for customer orders.

→ [Create your first sales form](./first-form)

### 4. Invite at least one Sales rep

Sales reps work the order queue. Without one, every form order lands unassigned. Scope the rep to your product so round-robin assignment can route orders to them.

→ [Add staff and set roles](../operations/staff-onboarding)

### 5. Turn on order alerts

Register a push token for each active user so assignment notifications reach their device. Without alerts, reps have to poll the queue.

→ [Notifications and queue configuration](../operations/notifications-and-queue)

### 6. Receive your first non-test order

Submit a real order through your live form URL (or create one manually). Confirm it gets a sequential order number, routes to the right rep, and appears in the queue.

→ [Create and handle your first order](./first-order)

## Onboarding progress states

EcommOS tracks your setup progress internally through these states. You do not need to manage them manually; they update as you complete the steps above.

1. `org` — organization created
2. `team` — at least one active staff member
3. `product` — at least one product
4. `inventory` — at least one stock movement
5. `first_order` — at least one non-test order
6. `notifications` — push token registered
7. `complete` — all of the above

## Common day-one mistakes

* **Creating a product without an offer.** Forms require an offer to surface to customers.
* **Inviting a rep without product scope.** The rep will exist but round-robin will skip them.
* **Skipping push registration.** Notifications are stored, but without a token the rep never gets the alert.
* **Mixing test and real orders.** Test orders are flagged, but they still appear in queues unless filtered out.

## What's next

* [Understand the order lifecycle](./order-lifecycle)
* [Work the order queue](../operations/order-queue)