Skip to main content
This guide walks you through the essential steps to get SmartPyme working for your business. By the end, you’ll have a configured company profile, your first products and customers in the system, and your first sale recorded — ready to start operating from day one.
1

Create your account

Go to app.smartpyme.site and click Register. Fill in the following details:
  • Company name — the legal or commercial name of your business.
  • Country — select your country to apply the correct tax rules and currency.
  • Contact information — your email address and phone number.
After submitting, check your inbox for a confirmation email and click the activation link to verify your account.
2

Set up your company

Once you log in for the first time, go to Settings → My Account to complete your company profile:
  • Upload your logo — appears on invoices, tickets, and customer-facing documents.
  • Configure branches (sucursales) — add each physical location your business operates from under Settings → Branches. Each branch can have its own cash registers and warehouse.
  • Add tax information — enter your NIT, NRC, economic activity code, and registered address so your billing documents are legally compliant.
3

Add products and customers

With your company configured, you’re ready to populate your catalog and customer list.Products: Navigate to Inventory and click New Product. For each product, set:
  • Name and description
  • Sale price and purchase cost
  • Initial stock level and warehouse assignment
  • Product category and unit of measure
Customers: Go to Sales → Customers and click New Customer. Add your client’s name, tax ID (if applicable), contact details, and credit terms.
4

Make your first sale

Go to Sales → New Sale to open the point-of-sale screen. From there:
  1. Select a customer from your list (or create a new one on the spot).
  2. Search for and add products to the cart, adjusting quantities as needed.
  3. Choose a payment method — cash, card, bank transfer, or credit.
  4. Review the totals and click Save to finalize the transaction.
Your sale is recorded, stock is updated automatically, and the document is ready to print or send digitally.For electronic invoicing (DTE), see the Electronic Invoicing guide to configure your Ministry of Finance credentials before issuing fiscal documents.
Use the Dashboard to monitor sales totals, stock levels, and cash flow at a glance — it updates in real time as your team processes transactions throughout the day.
For a more detailed walkthrough of every configuration option — including users, roles, cash registers, and document types — see the Account Setup guide.