First-time Setup

The first time anyone logs into a fresh ERPNext, a Setup Wizard runs. It collects the minimum information needed to make the system usable. On a Prilk-managed site, we typically run it during onboarding so you arrive on a ready-to-use system.

What the Wizard asks

Step	What it collects
Language & Region	Your interface language and country (drives default currency, fiscal year)
Company	Legal entity name, abbreviation, default currency
Branding	Upload your logo (shows on invoices, quotations, emails)
Users	Add team members and assign roles
Tax & Accounting	Fiscal year start date, chart of accounts template (Dutch by default on NL-localised sites)

What you have when the Wizard finishes

A working Company record with your details
A chart of accounts seeded from the Dutch template (BTW accounts pre-configured)
Initial users in their roles
Default Customer Group, Supplier Group and Item Group

What to do next

Even after the Wizard, you'll typically want to:

Set up your outgoing email account so invoices and notifications can be sent
Customise your print formats with your branding (letterhead, footer)
Import or add your customers, suppliers and items
Configure payment terms, price lists and any non-default tax templates

Adding a second Company

The Wizard runs once. For a second Company (group structure, separate legal entity), go to Company → New directly. You can have many Companies on one site, each with its own books, bank accounts and users.

Want to start over?

Don't reset the Wizard — it can't be re-run cleanly on a site with data. If you need a fresh environment, ask Prilk support to provision a new site.