Setting up your Stash account in 15 minutes
This is the end-to-end walkthrough for getting Stash from zero to ready-to-use. There are six steps, each takes 1–3 minutes. By the end, you'll have your business set up, at least one location ready, your inventory imported (or your first item added), your team invited, and your POS connected — at which point Stash starts deducting stock from sales automatically.
You'll be guided through this flow the first time you sign in. If you skip a step, you can finish it later from Settings or Integrations.
Step 1 — Company profile
Enter your company name, upload a logo (optional but it makes the app feel like yours), and pick your default currency. The currency you pick here is used everywhere — for cost prices, totals, purchase orders, and reports. You can change it later in Settings → Currency.
Step 2 — How did you hear about Stash?
One quick question so we know where new businesses are finding us. You can skip this.
Step 3 — Add your first location
A "location" (or "shop") is a physical place where you store and sell stock. For most users this is a single café, store, or warehouse. If you have more than one site, you can add the others later in Settings → Locations — for now, start with the main one.
You only need a name to begin. The address is optional but recommended (used for purchase order ship-to addresses). See How to add your first location for details.
Step 4 — Import your inventory
Three options here:
Connect Square — pulls your products and locations directly. Recommended if you use Square.
Upload a CSV — bring in items from a spreadsheet, your old system, or a supplier export. Stash auto-detects columns and uses AI to clean up your data. See Importing your existing inventory from a CSV.
Skip and add manually — you can add items one at a time from the Inventory page later. See How to add your first inventory item.
Don't worry about getting this perfect now. You can always import more later, edit items in bulk, or delete and re-import.
Step 5 — Invite your team
Add the people who'll use Stash with you. You can invite anyone with an email address. Each invite goes out immediately and they can join with a click.
Two roles are available:
Admin — full access. Can manage settings, billing, team, costs, reports, and everything else.
Member — operational access. Can manage inventory, suppliers, transfers, and view Blueprints. Can't see costs, reports, settings, or billing.
You can change roles or invite more people later in Settings → Team. See Inviting team members and What Admins vs Members can do. Skip this step if you're a solo operator.
Step 6 — Connect your POS
This is the step that turns Stash from a tracker into a system that runs itself. Once your POS is connected, every sale automatically deducts the right items (or components, if you've built Blueprints) from your stock.
Currently supported: Square, SumUp, Odoo POS. More coming (Shopify, Clover, Toast).
Connecting takes 1–2 minutes. You'll authorize Stash from your POS provider's login page, then map each POS location to the corresponding Stash shop. If you don't have a POS yet, skip this — you can connect anytime from the Integrations page. See Connecting your POS to Stash.
What to do after onboarding
Once you're in, here's the order most users find useful:
Check your imported items in Inventory — adjust quantities, set low-stock thresholds, fix any odd units. See Setting low stock thresholds and reorder quantity.
Add your suppliers with their lead times and delivery days. See Adding a supplier.
If you sell made-to-order items, bundles, or kits, build your Blueprints. See Creating your first Blueprint.
If you connected a POS, link your POS products to Blueprints in the Products page. See Linking a Blueprint to a POS product.
Open the Order Planner to see when to reorder. (It needs a few days of sales data to start working.) See What is the Order Planner?
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