Startup checklist

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

• Start first by creating your Costbucket account.  Create Account Now  and read the Company Creation Documentation  
• Once logged into your account Home screen, Click on the “Company Info” button and update as necessary.  Read more….

• 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