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Setup & Admin

Setup (the sidebar's Setup item, /setup) is where you configure the whole store. It's organised into tabs.

The Setup screen with tabs for store profile, payments, team, and more

The tabs

TabWhat it controls
Store profileIdentity, defaults, receipt layout, notifications, and POS behaviour.
Online storeTurn the storefront on; delivery and pickup options.
WebsiteTheme, pages, and your custom domain.
FulfillmentHow online orders are picked, packed, and shipped.
EmailSending settings for receipts and campaigns.
MarketplacesConnect Amazon and Google (beta).
AccountingBuilt-in accounting and QuickBooks-style settings.
AIThe Ask AI assistant and your AI wallet / auto-recharge.
PaymentsConnect a card processor for in-store and online payments.
BillingYour Retailer OS plan, entitlements, and invoices.
TeamUsers, roles, and permissions. See Team & roles.
Import dataBring in items, customers, and stock from a spreadsheet.
System eventsA log of what's happened in your store.

Admin sub-screens

Beyond the tabs, admins have: API keys (/setup/api-keys), Webhooks (/setup/webhooks), Data exports (/setup/data-exports), Feature flags (/setup/feature-flags), and Hardware (/setup/hardware) for receipt printers and scanners. There's also a store-wide Audit log (/audit).

First things to set up

  1. Store profile — name, receipt, and defaults.
  2. Payments — so you can take cards.
  3. Locations — one per shop/warehouse (in Inventory).
  4. Team — invite staff and set their roles.