Getting started

What to do first, from signing up to your first sale.

Ledger Systems works in a web browser. There is nothing to install. Use the computer at your counter, a tablet or a phone, and sign in with the same email on each one. You will see the same information everywhere.

Set up in this order

1. Sign up at ledgersystems.net. The first month is free, there is no setup fee and no contract.
2. Open Settings and fill in your store: name, address, phone number and logo. These show on every receipt.
3. Check your sales tax rate in Settings. The app starts with the usual rate for your state. Change it if yours is different.
4. Open Catalog and add the things you sell. Give each one a price and what it cost you to buy it (see "Catalog and costs").
5. Open New Sale and ring up a practice sale so you can see what a receipt looks like. Then void it.
6. Add your team in Settings, under Team (see "Employees and commission").

The menu

• Dashboard: how the store is doing.
• Catalog: the things you sell, with prices and costs.
• New Sale: ring up a customer.
• Sales: every sale you have rung up. Open one to print a receipt, fix it, void it or add a note.
• Employees: what each salesperson sold and what commission they are owed.
• Orders: the orders you place with your vendors.
• Reports: a sales calendar, a comparison of two periods, a tax report and a payment method breakdown.
• Group and Routes: for stores with more than one location, and for planning a day of deliveries.
• Settings: your store details, receipts, team, security and billing.

Each person only sees the pages the owner lets them see. The owner sees everything.