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Onboarding Process

Complete guide to setting up your Mores account and getting started with the platform.

🚀 Getting Started with Mores

Estimated Time: 15 minutes
Difficulty: Beginner
Prerequisites: None

Step 1: Account Setup

Welcome to Mores! Let's get your account set up and configured for success.

  1. Complete Registration: Fill out your company information, including business name, address, and contact details.
  2. Choose Your Plan: Select the plan that best fits your business size and needs.
  3. Verify Email: Check your email and click the verification link to activate your account.
  4. Set Up Security: Create a strong password and enable two-factor authentication for enhanced security.

Step 2: Company Configuration

Configure your company settings to match your business requirements.

  1. Business Profile: Add your company logo, business hours, and timezone settings.
  2. Currency Setup: Set your primary currency and configure multi-currency support if needed.
  3. Tax Configuration: Configure tax rates and rules based on your location and business type.
  4. User Roles: Create user accounts for your team members and assign appropriate permissions.

Step 3: Initial Data Setup

Import or create your essential business data to get started quickly.

  1. Add Contacts: Import or manually add your customers, suppliers, and business contacts.
  2. Create Products: Add your products and services to the system with proper categorization.
  3. Set Up Warehouses: Configure your warehouse locations and inventory zones.
  4. Configure Payment Terms: Set up payment terms for invoices and purchase orders.

Step 4: Module Activation

Enable and configure the modules you need for your business operations.

📊 Accounting

Set up chart of accounts, fiscal year, and financial periods.

🛒 Procurement & Sales

Configure sales channels, pricing rules, and purchase workflows.

📦 Inventory Management

Set up stock categories, units of measure, and reorder points.

📄 Document Management

Configure document templates and storage settings.

Step 5: Integration Setup

Connect Mores with your existing business tools and systems.

  1. Bank Integration: Connect your bank accounts for automatic transaction synchronization.
  2. Email Configuration: Set up email templates and notification preferences.
  3. API Access: Generate API keys for third-party integrations if needed.
  4. Mobile App: Download and configure the Mores mobile app for on-the-go access.

Step 6: Training & Go-Live

Prepare your team and launch your Mores implementation.

  1. Team Training: Schedule training sessions for your team members on their specific modules.
  2. Test Run: Perform a test run of your key business processes before going live.
  3. Data Migration: Import historical data from your previous systems if applicable.
  4. Go-Live: Start using Mores for your daily business operations.

Congratulations! You've successfully completed the onboarding process. Your Mores account is now ready for use.

Next Steps

Now that you're set up, explore these essential guides to get the most out of Mores:

👥 Create Contacts

Learn how to add customers, suppliers, and business contacts.

📦 Add Products

Set up your product catalog with proper categorization.

🏢 Set Up Warehouses

Configure warehouse locations and inventory zones.

💰 Payment Terms

Configure payment terms for invoices and orders.