---
title: "Your setup checklist (start here)"
description: "The recommended order when you prepare Sapera for operation."
url: https://support.sapera.io/en/articles/666-your-setup-checklist-start-here
collection: "Prepare your solution"
updated: 2026-07-01
language: en
alternates: [da]
---

# Your setup checklist (start here)

The recommended order when you prepare Sapera for operation.

Before you sell the first item, there are a handful of things worth getting in place in the right order. A good setup from the start saves you cleanup and errors later.

## The order we recommend

1.  **Chart of accounts** — the foundation of the entire accounts.
    
2.  **Finance setup** — VAT and posting rules, before you post anything.
    
3.  **Product register setup** — categories that drive inventory, accounts and reports.
    
4.  **Inventory method** — choose the method before you start keeping stock.
    
5.  **Customers and suppliers** — registers and categories.
    
6.  **Prices and discounts** — the base model for pricing.
    
7.  **Users and access** — who may do what.
    
8.  **Integrations** — webshop, payment and bank, once the rest is in place.
    

Each item has its own article here in "Prepare your solution" that explains \*why\* it matters and links on to the detailed guide.

> The first items — especially the chart of accounts and finance setup — have a big impact on your accounts. If in doubt, do them together with your consultant or accountant. It is easier to get right from the start than to correct afterwards.