Your day-one checklist

What it is

The first time you sign in, the Day One page opens. It guides you through three steps — Your brand, Company details and Bank details — with what your site already knows filled in. Select Skip for now to leave it at any time; it never blocks the rest of the site, and this checklist always shows what is left.

Already done for you	Where to see it
Your company, with your currency (US dollars or Chinese yuan) and a standard chart of accounts	Company
Your business model (commission, trading, factory rebates or a mix)	Sourcing > Settings
Sample factories, clients, products and client requests to practise on	Sourcing > Requests
A website with your company name	your site’s address, signed out
The language you chose, English or Chinese	your user settings

Why it matters

The sample data lets you try every step before you enter anything real. The steps below turn the site into yours: your brand on what clients see, your margin, your team and your own data.

Steps

1. On the Day One page: add your logo and colours in Your brand, fill in your company details and your bank details, then select Finish.
2. Check how you earn and your rates: Set how you earn.
3. Try a deal on the sample data: open a sample request under Sourcing > Requests and follow the sourcing workflow.
4. Add the people who work with you: Add your team.
5. Bring in your factories, clients and products from Excel: Import your data.
6. When you are ready, delete the practice records: Remove the sample data.

Common mistakes

• Skipping the bank details and forgetting them. Your invoices print without payment instructions until they are filled in.
• Removing the sample data before you have tried a deal. It cannot be loaded again.
• Entering real clients and orders before you have chosen your currency. Check it first in Sourcing > Settings.

Tips

• Do step 1 and 2 before you invite a client. Your client’s first impression is your logo on the portal.
• Keep this page open in a browser tab while you work through the list.