Company details
Enter the information used on business documents.
Getting started
From company details to the first recorded payment.
The best first setup is not to configure everything. Prepare the information you will reuse, then complete one full business workflow from start to finish.
Prepare the foundation.
Customers
Add the first customers or business partners you will actually work with.
Products & services
Build the Catalog with reusable items, units, pricing and VAT.
Complete one end-to-end workflow.
1. Customer
Choose the customer or business partner.
2. Quote
Prepare the commercial offer.
3. Work order
Continue the accepted work into delivery.
4. Invoice
Issue the invoice with due-date context.
5. Payment
Record the payment and check the remaining amount.
Add operational records when they become useful.
Once the core workflow is familiar, introduce expenses, inventory and reports rather than trying to configure every module at once.
Next step
Explore every business module.
Use the Features page as the map for the rest of VELDIGO.