Required
- Supplier account created and email verified — see Create or access your supplier account
- Company details completed (company name, phone number, ABN) — see Set up your company
- At least one customer added — see Add a customer
- Products added with a base price and marked Available — see View and manage products
- Each customer assigned to a pricing group — a customer with none assigned can’t order anything, see Assign pricing to customers
Required where applicable
- Additional team members invited, with the correct role for each — see Invite and manage team members (not required if you’re the only person using FikaTrade)
- Xero connected, if you use Xero for invoicing (not required if you don’t) — see Connect FikaTrade to Xero
- Bank account details added for payouts, if you’re collecting payment through FikaTrade
Recommended before go-live
- Branding set up (logo and primary colour), so your customer-facing pages reflect your business
- A trial order placed with a test customer, so you can see the order and invoicing flow end to end before real customers start ordering