Installation & Setup

Set up Prosessed AI and get your business ready to start selling.

Overview

Before you start using Prosessed AI, you need to configure your workspace with basic business information.

This setup ensures that:

• Orders are created correctly

• Taxes are calculated properly

• Inventory is tracked accurately

Step 1: Create Your Workspace

Start by setting up your company profile.

What to configure:

• Company name

• Business type

• Default currency

• Time zone

This becomes the foundation for all your operations.

Step 2: Configure Taxes & Pricing

Set up your tax and pricing rules.

Add:

• GST / VAT details

• Tax rates

• Default price list

This ensures:

• Correct invoicing

• Accurate financial reporting

Step 3: Set Up Warehouses

Warehouses define where your stock is stored.

Create:

• Main warehouse

• Additional locations (if any)

Why this matters:

• Stock is tracked per warehouse

• Orders use warehouse stock

• Reports show location-wise inventory

Step 4: Add Items (Products)

Create your product catalog.

For each item, define:

• Item name

• SKU (optional but recommended)

• Unit of measurement (e.g., kg, pcs)

• Selling price

Optional:

• Item groups (for organization)

• Batch / expiry tracking

Step 5: Add Opening Stock

Enter your current inventory.

For each item:

• Select warehouse

• Enter quantity

• Set valuation (if needed)

This ensures your system reflects real stock from day one.

Step 6: Set Up Customers

Add the customers you sell to.

Add:

• Customer name

• Contact details

• Address

• Tax information

Optional:

• Customer groups

• Custom pricing

Step 7: Set Up Users & Roles

Give access to your team.

Create users for:

• Sales team

• Accounts team

• Operations

Assign roles:

• Admin → full access

• Sales → orders only

• Accounts → payments & reports

Step 8: Verify System Setup

Before going live, test your setup.

Run a test flow:

1. Create a customer

2. Add an item

3. Create a sales order

4. Generate an invoice

5. Record a payment

If everything works correctly, your system is ready.

Common Setup Mistakes

• Missing tax configuration → incorrect invoices

• No opening stock → wrong inventory

• Incorrect pricing → order errors

• No roles assigned → access issues

Tips for a Smooth Setup

• Start simple — avoid over-configuring

• Add only required fields first

• Test with sample data

• Train your team early