Help Centre

Getting Started

First steps after onboarding

3 min read

After connecting your server, your dashboard shows a "Getting started" card that tracks your setup progress ("X of Y done — finish setup so the bot has data to work with"). It walks you through:

  1. Add a staff member role — map a Discord role in Settings so your staff can use the bot. Anyone holding a mapped role can run bot commands.
  2. Add an stock item — create your first inventory item from the dashboard Stock tab.
  3. Service businesses only: add a service — define what you sell and which parts it consumes.
  4. Record your first activity in Discord — /recordsale for businesses and trading guilds, or a first deposit with /updatestock for stash-only guilds.

Each unfinished step has a "Go" link that jumps straight to the right screen. The card disappears automatically once your first sale or deposit is recorded, or you can dismiss it with the X at any time.

Tip: Do the staff member role first — every recording command checks for a mapped Discord role before it will run.

Still have questions?

The fastest way to see how Shop-OS fits your crew is to try it — every account starts with a 30-day free trial.