Startup checklist - Costbucket

Startup checklist

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The setup process is a one-time attempt that we can assist with by contacting us.

Costbucket Home Screen

 

 

 

 

 

 

 

  • Got to the Settings App and update as required
  • Navigate to the Inventory App and go to the categories on the left menu set up categories and add products.
  • Download the mass inventory setup and product upload file. Note: Please email the file to the Costbucket Team for upload.
  • Setup payment processing by selecting Payment setup then Stripe and create your payment account then order your card reader. 
  • If connecting with a Merchant Service Provider (MSP), please see setup process for PAX.

 

 

For advance setup  and configuration, go to Costbucket Accounting 

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