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Overview
Your Goji workspace brings orders, customers, inventory, accounting and the AI assistant together in one dashboard.
Purpose
This guide gets a new workspace ready to take its first order in a few minutes.
Step-by-step guide
- Open your dashboard and follow the onboarding checklist on the home screen.
- Add at least one product under Inventory.
- Create your first order from Orders, New order.
- Invite your team under Settings, Staff.
- Set your currency, language and tax under Settings.
Common mistakes
- Skipping the onboarding checklist, which tracks the key setup steps.
- Inviting staff before setting their role and permissions.
Best practices
- Complete the checklist before going live so nothing is missed.
- Add your business details and logo early so invoices look right.
FAQ
Where do I start?
Use the onboarding checklist on the dashboard home, top to bottom.
Can I try it with sample data?
Yes, the onboarding panel can seed demo data you can later remove.