Quickstart

Launch your first no-login ordering flow in under 15 minutes.

Prerequisites

• Workspace admin access
• At least one customer record
• At least one active product with valid pricing

Setup steps

1. Create workspace tax and freight defaults in Settings.
2. Add products in grid mode and verify default_price and tax_code.
3. Create a customer and copy the generated order link.
4. Submit a test order, confirm it, and generate an invoice.

Verification

A successful setup creates a draft order from the public link, allows confirmation, and produces an invoice with a unique number and correct totals.