> ## Documentation Index
> Fetch the complete documentation index at: https://docs.snishop.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Your Snishop ERP Workspace for Your Business

> Configure your Snishop ERP workspace by completing the onboarding wizard, setting your business type, and inviting your first team members.

When you create a Snishop ERP account, you get a dedicated **workspace** — a private environment that holds all your company's data, modules, and team members. Whether you're running a single shop or managing several business entities, Snishop ERP keeps everything organized and accessible from one login.

## Multi-Workspace Support

Your Snishop ERP account can belong to **multiple company workspaces** at the same time. This is ideal if you own more than one business or if a colleague invites you to collaborate on their company's workspace.

Switch between workspaces at any time using the **Company Switcher** in the top navigation bar. Click your company name to open the switcher, then select the workspace you want to work in. Each workspace maintains its own data, settings, and team members — completely separate from your other workspaces.

## Initial Workspace Setup

Follow these steps to get your Snishop ERP workspace ready for day-to-day operations.

**1. Sign up at snishop.id**

Go to [snishop.id](https://snishop.id) and create your account using your email address. After verifying your email, you'll be taken directly to the workspace creation screen.

**2. Choose your business type**

The **Onboarding Wizard** launches automatically. Select the business type that best describes how you operate:

| Business Type | Best For |
| - | - |
| **Retail** | Stores selling directly to end consumers |
| **Grosir / Wholesale** | Distributors or bulk sellers managing large orders |
| **Korporasi** | Medium-to-large enterprises needing full ERP coverage |

Your selection tells Snishop ERP which modules and workflows are most relevant to your business.

**3. Enter your company information**

Fill in your company's core details:

* **Company Name** — your registered or trading business name
* **Address** — your primary business address
* **Phone Number** — your main business contact number
* **Tax ID (NPWP)** — your Nomor Pokok Wajib Pajak for invoicing and tax compliance

You can update all of these fields later from **Company Settings** if anything changes.

**4. Your sidebar configures automatically**

Once you confirm your business type, the **sidebar menu auto-filters** to show only the modules relevant to your operation. For example:

* A **Retail** workspace surfaces POS, Inventory, and CRM prominently.
* A **Korporasi** workspace enables the full suite including Manufacturing, HR, and Finance.

You can manually toggle individual modules on or off at any time from **Company Settings → Active Modules**.

**5. Invite your team members**

Add your first team members so they can start working in the workspace right away. Enter each person's email address and assign them a role. They'll receive an invitation email with a link to join your workspace.

> [!NOTE]
>
> Invited team members receive an email containing a secure invitation link. They must click the link to accept the invitation and gain access to your workspace. The link expires after **72 hours** — you can resend it from **Company Settings → Team Members** if needed.

## Onboarding Checklist

After completing the wizard, Snishop ERP displays the **Onboarding Checklist** — a progress tracker pinned to your dashboard. It guides you through the remaining key setup steps so your workspace is fully operational before you start transacting.

Typical checklist items include:

* ✅ Set your business type and company profile
* ✅ Upload your company logo
* ✅ Invite at least one team member
* ✅ Configure your first product or service
* ✅ Set up your payment methods
* ✅ Customize your POS receipt

Each item links directly to the relevant page, so you can complete setup in any order. The checklist disappears from your dashboard once all items are marked complete.

## Your Public Company Landing Page

Every Snishop ERP workspace comes with a **public-facing company profile page** automatically generated at:

```
snishop.id/c/your-slug
```

Replace `your-slug` with your workspace's unique URL slug, which is set during onboarding (and editable later from Company Settings). Customers can visit this page to view your business profile, location, and contact information.

> [!TIP]
>
> You can change your business type at any time — you're not locked in after the onboarding wizard. Go to **Company Settings → Company Profile** and update the **Business Type** field. The sidebar menu will re-filter automatically to reflect your new selection.


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