Set up your business in SCALERP

Prepare your space

After validating the account, log in and then confirm your country and city. Choose an activity of products, services or both to adapt your workspace.

Fill in the contact details that must appear on your documents. A business name does not replace company identifying information.

Check initial settings

Check the currency and time zone offered. In Morocco, Africa/Casablanca follows local time changes. Then choose the establishment corresponding to your activity.

Start with an invoice

Prepare a customer file and an item or service. Check their display on an invoice before adding to the catalog. This first check allows you to correct the contact details and presentation.

In what order should you configure SCALERP?

Start with company details, currency and location. Then prepare a client and a product or service, then reread a first invoice. Add team access after defining each person’s responsibilities.

What to check before entering the entire catalog?

Choose an example representative of your activity: a fixed price service or an item sold individually. Check its designation, unit, price and tax in the entry then in the preview. Correct the source file before reproducing the same settings on other references.