Getting Started & Onboarding
Set up your account, organization, and first locations.
Learn how to create your Stogly account, complete the welcome wizard, and set up your organization for day-one operations.
Overview
Stogly supports two business verticals — Retail and Restaurant — each with tailored features. The onboarding wizard guides you through selecting your business type, configuring your first store, and inviting team members so you can start managing operations immediately.
Creating Your Account
- Visit portal.stogly.com
- Click Sign Up and enter your name, email, and password
- Verify your email address via the confirmation link
- Log in to reach the Welcome Wizard
Welcome Wizard
Step 1 — Business Type
Choose your business vertical:
| Business Type | What You Get |
|---|---|
| Retail | Product catalog, inventory, stock transfers, purchase orders, customer price lists, POS |
| Restaurant | All retail features plus recipes, prep management, waste tracking, food-cost reports, menu engineering |
> You can enable restaurant features later from Settings > Organization if you start with retail.
Step 2 — Organization Details
Fill in your organization profile:
- Organization name — your company or brand name
- Currency — primary operating currency (e.g., EUR, RSD, USD)
- Tax settings — default tax rate applied to products
- Business address — used on invoices and purchase orders
Step 3 — First Store
Create your first physical location:
- Enter the store name and address
- Assign it as your default selling location
- A matching warehouse is automatically created for stock tracking
Step 4 — Invite Team Members
Add colleagues by email with a designated role:
| Role | Permissions |
|---|---|
| Owner | Full access to all settings, billing, and data |
| Manager | Manage catalog, inventory, procurement, and reports |
| Cashier | POS access only — process sales and view shift reports |
Invitations are sent via email. Recipients create their own account and are automatically linked to your organization.
After the Wizard — Setup Order
Once onboarding is complete, follow this order to set up your data. Each step depends on the previous ones.
Step 1: Stores & Warehouses (if not created during wizard)
Go to Stores & POS > Stores to create additional locations, or Inventory > Warehouses for central storage.
> Products need a stock location. Create stores/warehouses before importing products with stock.
Step 2: Product Categories
Go to Catalog > Products > Categories and create your category structure (or import via CSV).
> Products reference categories. Set up categories first so products can be assigned during import.
Step 3: Suppliers
Go to Procurement > Suppliers and add your vendors (or import via CSV).
> Products can have a preferred supplier. Set up suppliers before importing products if you want to assign them during import.
Step 4: Ingredients (Restaurant only)
Go to Catalog > Ingredients and import raw materials via CSV.
> Ingredients must exist before you can create recipes for composite products.
Step 5: Simple Products
Go to Catalog > Products and import your simple products via CSV. Include:
- Category names (from Step 2)
- Warehouse/store names (from Step 1) for initial stock
- Supplier names (from Step 3) for preferred supplier assignment
Step 6: Composite Products & Recipes (Restaurant only)
Import composite products, then assign recipes linking them to ingredients (from Step 4).
Step 7: Supplier Price Lists
Go to Procurement > Supplier Price Lists and import CSV with supplier-specific product names and prices.
> This enables automatic invoice matching. Each entry maps your internal product to the supplier's naming.
Step 8: Customers & Customer Price Lists
Go to Sales > Customers to add customers (including delivery platforms like Wolt/Glovo), then Sales > Price Lists for custom pricing.
Step 9: Configure Alerts & Settings
- Price alerts: Settings > Organization > Price Alerts (set threshold %)
- eFaktura: Settings > Organization > eFaktura & eOtpremnica (Serbian e-invoicing)
- POS device: Stores & POS > Stores > Link Device (generate linking code)
Dependency Summary
`
Stores/Warehouses
└── Products (need stock location)
Categories
└── Products (need category assignment)
Suppliers
├── Products (preferred supplier)
├── Supplier Price Lists (need supplier + product)
└── Purchase Orders (need supplier)
Ingredients (raw materials)
└── Recipes → Composite Products
Products
├── Supplier Price Lists
├── Customer Price Lists
├── Inventory & Stock
└── POS / Sales
`
Organization Settings
Access Settings > Organization at any time to update:
- Business name, address, and logo
- Default currency and tax rate
- Business type toggle (retail / restaurant)
- Invoice numbering format
- Price alert threshold
- eFaktura integration (Serbian e-invoicing)
Tips & Best Practices
- Follow the setup order — importing products before categories or stores causes missing assignments that require manual cleanup
- Set reorder points early — adding minimum stock levels during import activates low-stock alerts immediately
- Use roles wisely — assign the Cashier role to POS-only staff to keep sensitive data out of reach
- One store = one warehouse — each store gets its own warehouse by default; create additional warehouses only for central storage
- Import ingredients before composite products — recipes reference ingredients by SKU, so ingredients must exist first
Need help? Contact support at support@stogly.com