When first logging into RevCent you need to create several entities in order to start selling. Some entities are optional but are recommended.
Optional. If you have multiple business and wish to separate concerns we recommend creating organizations. Organizations help to isolate and assign restrictions to employees based on the related business. Even if you only run a single business within RevCent it can be helpful to set up an organization for it.
Instructions on creating an organization
Optional. User(s) are recommended if you will delegate administration tasks to other individuals.
Instructions on creating a user
Required. In order to create sales and customers you must first create at least one campaign. Campaigns are useful for segmentation, metrics and filtering sales, customers, etc.
Instructions on creating a campaign
Optional. Sell your products using our fully hosted WooCommerce solution, pre-integrated with RevCent.
Optional. If you are already running WooCommerce we highly recommend integrating your WooCommerce store directly with RevCent.
WooCommerce installation guide
Optional. If you have shippable products and utilize fulfillment integration software, please set up a fulfillment account. We support ShipWorks and ShipStation integrations, however if you have a different integration requirement please do not hesitate to contact us so we can implement it.
Instructions on creating a fulfillment account
Required. Create or import your products in order to start selling. Every sale must have at least one associated product.
Instructions on creating or importing products
Once you have completed the initial setup continue to the Payment Setup guide.