Help Center

Getting started - What do you need to know as a customer?

Before we go live with your Sapera solution, it is important that we have a shared understanding of what has been agreed and how the delivery process will be. This guide gives you an overview of the most important points before, during and after delivery.

What can you expect?

You will receive a detailed email describing what we will be doing in accordance with the agreement we have made together.

Your responsibility as a customer

As a customer, you are responsible for the final bookkeeping. We therefore recommend that you have an accountant review and approve all created postings approximately one month after start-up.

Designate a master user

You designate a responsible master user at your end, who participates in the entire training process. This person must subsequently ensure internal dissemination and training of your other employees.

Ready for delivery

On the delivery days it is important that you are fully available and ready to receive training and guidance.

Standard conversion

The following is included as standard:

  • Customers

  • Suppliers

  • Categories (standard setup)

  • Products

  • Serial-number items

Add-on options

To further tailor the solution, we offer a range of extra modules and customizations, such as:

  • Advanced order flow

  • Subscription and mass invoicing

  • Integrations (e-conomic / inventio)

  • Customization of workflows

  • MobilePay POS and payment link

Briefly about the training process

The delivery process typically spans 3-5 days:

  • Day 1–3: Walkthrough of the sales module, invoicing, product and inventory management, customer register, supplier handling and basic finance module.

  • Day 4–5: Introduction and setup of any purchased add-on modules, customization of workflows and final go-live.

After the training

We send a checklist and a summary of the entire process, so you are fully ready to start using the solution.

If you have questions along the way, we are of course available and ready to help you move forward.


Want to know more?

Read more in these related articles:

Preparing a newly created Sapera Tenant

Preparing a newly created Sapera Tenant

Computer/Windows setup for optimal daily use with Sapera

Computer/Windows setup for optimal daily use with Sapera

My Day setup guide

My Day setup guide

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