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

# SmartPyme Quickstart: Configure and Make Your First Sale

> Set up your SmartPyme account, configure your company profile, add your first products and customers, and record your first sale in four simple steps.

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.

<Steps>
  <Step title="Create your account">
    Go to [app.smartpyme.site](https://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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](features/electronic-invoicing) to configure your Ministry of Finance credentials before issuing fiscal documents.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

<Note>
  For a more detailed walkthrough of every configuration option — including users, roles, cash registers, and document types — see the [Account Setup guide](account-setup).
</Note>