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Documentation/Account setup

Account setup

Prepare the Stoneware workspace and business identity before production use.

Environment-aware guidance

Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.

Company identity

Set legal/trading information and company-owned logo details used on supported commercial documents.

Regional defaults

Confirm timezone, currency and GST/tax behavior before creating customer documents.

Operational foundation

Create warehouses and locations before importing or receiving physical inventory.

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