Chapter 5 Quick Start

For a brand-new company, the easiest trap is "what to build first, what next." This chapter gives a safe setup order, then walks a minimal business loop.

5.1 First Login & Change Personal Info

1. Register a free owner account, or log in at https://dash.wholety.com. Registration creates a separate workspace. To join an existing company, ask its owner to create a subaccount for you.
2. After login, click the avatar top-right → Personal Center → Personal Info.
3. Fill or verify your name and contact information. If your owner supplied a temporary password, change it here.

Free gives you 1 owner account, 0 subaccounts and 50 active products, with API Key and MCP access. Check your usage under System Admin → Account & Agents. See the Agent connection guide when you are ready to connect a client.

5.2 New-company Setup: Base Data Entry Order

This order must not be broken — later data depends on earlier. E.g. no warehouse → no stock-in; no SKU → no order.

Rule of thumb: configure rules first (tax/finance) → build sites (warehouse) → list goods (category/brand/product) → connect people (supplier/merchant) → finally open accounts.

st=>start: 1. Tax zone / rate
f=>operation: 2. Finance type
w=>operation: 3. Warehouse
c=>operation: 4. Category / brand / brand category
p=>inputoutput: 5. Product / SKU (volume must be accurate)
s=>operation: 6. Supplier + category
m=>operation: 7. Merchant + category
e=>end: 8. Members & roles
st->f->w->c->p->s->m->e

5.3 Walk-through: A Minimal Business Loop

Use the simplest deal to connect all the concepts above. Follow it once and you'll understand how the system turns.

Prerequisite: completed 5.2 setup (a warehouse, an SKU, one supplier, one merchant).

Step 1 · Purchase order

• Supply → Supply-chain order → New; pick supplier, add SKU, set purchase price.
• Submit → state becomes "Pending approval".

Step 2 · Approval

• System Admin → Pending approval → approve this supply-chain order.
• Back to the order → confirm order → state "Ordered".

Step 3 · Stock-in on arrival

• Warehouse → In-Out → Purchase stock-in; pick this supply-chain order; enter qty, shelf, expiry.
• Stock-in done → supply-chain order state becomes "Stocked in".
• The SKU now has physical stock in the warehouse.

Step 4 · Sale order

• Sale → Sale order mgmt → New; pick merchant, add the same SKU, set sale/discount price.
• Submit → approve → confirm order → state "Ordered".
• At confirm, the SKU's sale-occupied (frozen) increases; available stock drops accordingly.

Step 5 · Stock-out & ship

• Warehouse → In-Out → Sale stock-out; pick this sale order; ship from the shelf.
• Stock-out done → sale order state "Stocked out"; physical stock drops, occupation released.

Step 6 · Supply settlement

• Supply → Supply settlement → pick this supply-chain order; register freight (allocated by volume); clear AP.
• State becomes "Settled".

Step 7 · Sale settlement

• Sale → Sale settlement → pick this sale order (its linked supply-chain order must be settled); register receipt.
• State becomes "Settled"; system computes profit, turnover, annualized return.

Loop complete. Open any dashboard and you'll see this deal's metrics summarized.

st=>start: 1. Purchase order
b=>condition: 2. Approved?
c=>inputoutput: 3. Stock-in (physical +)
d=>operation: 4. Sale order (freeze)
f=>inputoutput: 5. Stock-out (release)
g=>subroutine: 6. Supply settlement (AP + freight)
h=>subroutine: 7. Sale settlement (AR -> profit)
e=>end: Dashboard summary
st->b
b(yes)->c->d->f->g->h->e
b(no)->st

Chapter Summary

• First login: change password (personal center).
• Setup order: tax/finance type → warehouse → category/brand → product SKU → supplier → merchant → user role.
• Minimal loop: purchase → approve → stock-in → sale (freeze) → stock-out → supply settle → sale settle.
• Remember three key points: "freeze", "occupation", "settlement order" — every later chapter uses them.

Next: Product Management — how to list goods into the system.

Explore the product: Free inventory software